Member Info for Raleigh

Hydrogen is in. Looking at a couple shares here, Ceres and Powerhouse, been steadily rising and up 7% today. Same on a couple I checked out in USA. Already in one there.
Alternative energy is interesting investors. Looks like Hydrogen is 'in the mix', and Costain seems to have a handle on the deblending situation to cost effectively use much of the existing gas network.

Sig finished up bucking the markets today. Strength at this price.

https://modbs.co.uk/news/fullstory.php/aid/19426/Investment_of__A3500_million_in_Hydrogen_is_a_positive_start_.html

https://www.estateagenttoday.co.uk/breaking-news/2020/11/where-should-agents-head-to-find-the-most-lucrative-housing-markets

Old news now, but ongoing and to the good.
https://www.theconstructionindex.co.uk/news/view/green-homes-grant-scheme-gets-an-extra-year

Costain's position ( and ours ) is encapsulated in this quote - Rob Phillips, Energy Sector Director, Costain, said, “Achieving near 100% decarbonisation of the gas grid will be an essential step in meeting the UK’s commitment to net-zero greenhouse gas emissions by 2050 and is something Costain is committed to driving forward as part of our climate change action plan. Our expertise in deblending offers yet another low carbon solution that will be key to minimising the cost of decarbonising energy infrastructure.”

Yes. Costain are working with/ for energy suppliers. Deblending makes it possible to phase hydrogen in, or deliver different gas to different consumers, with both gases going down the existing plastic pipes, though the comparatively few metal ones will need replacing. There's something in it, possibly a lot, for Costain. They are not philanthropists - it is business. I have no idea of exactly how this will be monetised, but with all their green stuff they say "we have secured key positions to exploit the future opportunities."

I believe it is a trade between two parties, not contributing to price discovery as it would if a trade involving market makers. As such, only one trade need be notified to the market, so in my opinion it is both a sell and a buy of the amount stated.

https://www.baesystems.com/en/article/bae-systems-awarded-life-extension-contract-for-swiss-cv90-combat-vehicles

In passing, Sig ( I am sure like other majors ) recognise the 'green drive.'
https://www.sigplc.com/news-and-media/press-releases/2020/16-07-2020

https://specificationonline.co.uk/articles/2020-11-18/baxi/baxi-heating-commits-to-net-zero-operations-by-2030-and-to-manufacturing-products-that-only-use-low-carbon-fuels-by-2025

Bit more. Carbon capture and hydrogen.
https://www.theconstructionindex.co.uk/news/view/johnson-sets-out-10-point-plan-for-green-revolution

https://www.theconstructionindex.co.uk/news/view/johnson-sets-out-10-point-plan-for-green-revolution

BBC NEWS DAILY

By Victoria King


Climate action plan



Donald Trump and Joe Biden during the final TV debate

The prime minister has set out plans for a so-called "green industrial revolution", including a UK-wide ban on the sale of new cars wholly powered by petrol and diesel by 2030. The original target was 2040, and the new date is thought to be the second most demanding timeline in the world. Some hybrid vehicles will be exempt from the ban. Electric car owners will get continuing subsidies and £1.3bn will be invested in the car charging network.

The 10-point plan will include a big push on generating energy from renewable sources, specifically offshore wind and hydrogen, and give a much bigger role for nuclear. Much of the spending is concentrated on old industrial areas, including stimulus for new clean energy hubs in north-east England. Some policies will directly affect people in their homes too, with better insulation a top priority and a ban on gas heating in new houses from 2023.

I think that is right. I am by no means tech savvy, but the product seems advanced in its field, and is still being worked on. I am sure Mr. Hunnicutt recognised that when he joined, and the connectivity he could bring to better promote it. The worst that is likely in my view is that it would be sold on at perhaps at a 40% premium.

And varying lockdowns across the EU currently continue to exclude construction.

https://www.baesystems.com/en/article/bae-systems-receives-certification-for-f-22-identification-friend-or-foe-capability

http://www.tunnelsonline.info/news/new-ice-president-skinner-warns-over-carbon-emissions-8365383

https://projectscot.com/2020/11/construction-to-continue-in-level-four-areas/

2020-11-17T10:34:57.010 GBX 32.4 4764211 1543604.364 Off-Book XLON PRIC