Member Info for psmith64

Was looking forward to this morning after great weekend press regarding Hydrogen.

Fantastic four page article in The Economist which I would imagine has helped drive the price this morning.

Looking forward to the EU's update on July 8th which should drive the SP over 300p if it hasn't already happened by then.

A really good read on the future of Green Hydrogen, also good to hear a bit about Luxembourg-based Thematica Future Mobility building a position in ITM Power.....

https://www.power-technology.com/features/hydrogen-is-the-next-renewables-story/

It sounds like ITM Linde having a head office in Germany with all that going on having access to a 1 GW manufacturing facility might come in useful for a slice of the action Troublesome.

Germany to install new gas grids for hydrogen....

https://www.cleanenergywire.org/news/german-gas-network-grow-1746-kilometres-hydrogen-grid-future

They hot to get a lot of electrolyzers for the UK. Let's hope it's part of the ITM tender pipeline.

A good read.......

https://www.renewablesnow.com/news/eon-thyssenkrupp-to-offer-hydrogen-on-wholesale-market-704978/

I 100% agree dude

No route1 - a bit of an expert on Hydrogen for the last 5 years.

My research back then has done me OK with ITM being the star of the show.

Good to see that most of the profit takers seem to be out of the system of ITM and although there is still a lot of general market instability to come, the raft of positive information in the blue and green hydrogen sector seems to be stabilising the ITM SP and many other hydrogen companies seem to be racing ahead this last week or so.

It looks like Velocys open offer is likely to be over subscribed, I have certainly requested many more than my guaranteed allotment and the price their rocketing today seems to back that up.

The days of sub 300p we have been blessed with thanks to the recent profit takers seems like it's going to be over soon.

Looking forward to some ITM specific news soon relating to new contract wins from that massive tender pipeline mentioned in the last trading update.

Your chances of that are going to get slimmer by the day I believe.

After July 8th sub 300p will most likely be a thing of the past.

Do your own research as ever.

Good to see ITM mentioned in this article as Green Hydrogen Pioneers.

A good read.........

https://www.theengineer.co.uk/green-hydrogen-production-innovations/

ITM has absolutely no business connection with RYSE. I got that information over a month ago from ITM's investor relations.

JCB have no connection or tie up with RYSE. Jo Bamford left JCB to concentrate on this venture.

As far as I am aware RYSE will rely on a lot of inward investment to carry out it's plans.

I much prefer ITM's link up with Ballard in Australia regarding Hydrogen buses, two companies far more advanced than RYSE.

To ensure the UK remains at the forefront of Hydrogen technology the government must act and invest public funds.

Let's see if the chancellor comes good on July 8th.

A good read below. If the chancellor comes good we should see ITM back in 300p + territory.

http://theenergyst.com/equinor-plans-600mw-hydrogen-plant-at-hull-if-government-provides-right-deal/

The benefits of hydrogen to heat and power homes gaining traction with the public.

Ñot only for it's green credentials but because of no chance of carbon monoxide poisoning......

A great read below.......

https://www.h2-view.com/story/h21-is-pioneering-a-uk-hydrogen-gas-network-but-what-do-the-public-think-about-it/

I went to an ITM shareholder meeting just over 5 years ago Mucker700.

One of the big attractions back then was JCB's manufacturing capabilities in India. They have large factories out there and India was seen as a future major market.

JCB with it's engineering background, with established factories and workforce in this area of the world will come into it's own at some stage.

JCB were certainly right to invest when they did and already they have a fuel cell prototype digger out there so being attached to a ITM will in the future help them with portable electrolyzers for the larger building sites, a bit like the portable uni's AFC are involved with for their Hydrogen powered charging points.

I think you will find JCB were thinking way ahead, and that relationship will start to become clearer in the not too distant future.

Well he done a good job on Linde and Shell SatellitePro.

I wouldn't worry too much.

Jo Bamford of RYSE is no longer connected with JCB, he left in January to do his own thing.

I spoke to investor relations a few months back and at this moment their is no business tie up with ITM and RYSE.

A page worth keeping an eye on especially as ITM are involved with green gas trials.......

https://sgn.co.uk/about-us/future-gas/gas-goes-green

Yes, what with BP doing the same the other week, the penny is dropping that there is a new fuel on the block and they all will want a slice of the action.

The revolution is underway.

Up the revolution.

A good read.

https://www.forbes.com/sites/llewellynking/2020/06/29/the-hydrogen-revolution-and-natural-gas-in-tandem-for-a-greener-future/

BP sells of petrochemicals division for $ 5 billion and it focuses on green energy and wishes to become zero carbon by 2050.

Can only be good news for hydrogen..........

https://www.thetimes.co.uk/article/bp-sells-petrochemicals-division-to-ineos-for-5bn-gzw60jtkm