Member Info for RobinHood69

Good article , good points being made here too. Hydrogen will be an increased % of future global energy mix and as for batteries and hydrogen the technology does not stand still from here eg zinc air battery, but you still to mine zinc however the density is increased. Hydrogen will have a good portion of the market , slowly and point by point its share will increase. It would be silly to assume that this is the total answer though and electric batteries and commercial levels of storage are also improving at fast rates have Billions being invested in and will retain the majority of market share for at least the next decade. Do not be blind to decisions that have already been made and multiple billions invested in electric energy production and most importantly storage. The nanosciences have some amazing research and prototypes which could blow anything currently with energy density out of the water.
RR are currently in prototpye mode for mini nuclear power plants. MUCH MUCH more efficient than previous mid 1900's thoughts on nuclear generation, with much reduced cost and increase in energy generation. Yes probably 15-20 years to make the difference BUT it is being proven up.
Many of us , including me could not guess at the new methods of renewable energies coming to prototype phases or completion of theory work.
A lot going in at RR Derby. Nothing to do with planes or cars.

Also just started my top up at 18.15p. Can't seem to catch the 17.80's. I think it could go down to NK15-16.00 but will be buying in to any further drops. Timing is always difficult.

Lunchtime, checking in on players in electrolysis.
Thyssonkrupp being nailed for steel market correction.
DYOR.
Deal to JV in steel or sell looks very likely.
Now check out who and what hydrogen projects they are involved in, some they do not pubically associate with but are to provide electrolysers.
Just a heads up on todays drop. I bought a few to be open and clear.
Very much 2-3 year timeline no gambling !!! It could easily get worse for the whole market yet but it is getting a lot of quality work. The drop derisks to a degree.

Example see dcta for the last 5 rns. Contracts, collabs, testing, testing, testing products that increase every available measure by up to 250% yet as a holder it is painful to be in this current market when it is CASH on the table or the bottom line which seems to make it move.
This is fantastic news and it will be bought in to by the herd but once 10-20% gets hit then unless backed up with further quick rns will do as its done and proven, slide back on the major shareholder taking his cash out.
Enjoy the week, it should rise, but lets see how many shares get sold by the family too. Surely with Shell being involved they would hold for the big order ???
Have fun.

No problem. It is always best to ask, BUT ALWAYS cross ref against your own research.
Be careful in this market. I thought this view from only one person yesterday in the US , covering the Dow was very close to my current thinking.
https://www.marketwatch.com/story/the-stock-market-is-in-a-bubble-but-the-bubble-is-likely-to-get-bigger-2020-08-07

Yes, money can still be made and many hydrogen companies have GREAT news and contract wins to come, but once that change from risk on to risk off happens, .....
just all be very careful
Many who post here are gamblers and always talk to UP side, but no matter what is happening. I did up to a point and made £ and have made some great long term "investments" in to global, proven manufacture and debt free where possible. BUT as I say just really be careful.
The markets can and probably will rise towards Sept but when End of Year comes in to focus and fund managers start to ring fence profits fir their fat bonuses + Brexit + Cold/Flu season + US Election + China v US which Trump will crank up as he is down in the polls ( China virus is creeping out each day now ) then the headwinds towards end of year look very strong to me. Oh then the issue of furlough ending in the UK. Not looking good for unemployment !
NEL asa is a supreme company which is one of my top 3 holdings and even back at NK12 I will be holding, assessing and adding if I feel it is right to do so.
Ceres looks good with no debt and a huge global presence.
Those with cash could well pick off the weak as the year rolls on.
Sorry I can't post more but off to work now.
All the best and don't get burned in the heat in both our uk weather and the markets. It hurts !

The price above and on most exchanges is quoted in NK Norweigen Korona. You have to convert the above price in to £'s.
This roughly works out at the moment to be approx £1.55p.

Tyson, keep watching.

Sorry I haven't posted the daily blitzkrieg rate that I was doing during furlough. Some sore muscles after getting out of work fit levels lol. IE posting this at 9.45pm ??? Short on time and energy.

I do not feel the market and the news is helping and I have posted on a couple of other forums my views of the coming down draft. Many shares not just hydrogen, energy sector are drifting. After such fast and vast gains it is fully to be expected when the wider global markets begin to flipflop up one day down the next.

As previously posted NEL is now , again, edging in to my top up sp target on a pull back. NK 15-18.00 as quoted above is in Krona approx £1.45-1.55p way way better value than many are offering.

I found another US subsidury.... One that nobody has mentioned yet Xxx

Good luck on the investment here. I am buying more when I suspect fair % drop has occured from the herd rushing in. 18 could see a quick fall , quicker than expected, but how low and how fast the bounce is , is anyones guess.
My post is a hunch and I hope it helps.
I still believe by year end NK25-28.00 can be achieved on news, but it would need a calm market up to Brexit. ? No chance on that I guess, but you never know. Maybe a UK project could help ?

Sorry guys but the thread seems to have come round to cvd?
Question was any re assessment of ammonia storage, use and especially amounts ie tonnage in one place effecting generating power of the very largest projects and associated cost of the risk assessments and new guidence ?

No problem. I think hydrogen is part of the fuel structure for the next few decades until we get some new form of harnessing nuclear in ways science has not even found yet.
So in the meantime solar, wind and ocean + battery storage and hydrogen storage and mix with natural gas is the way forward.
I bought several hydrogen stocks for the bottom draw, initially not many, hindsight now, not enough but it is always risk reward. I do see most hydrogen stocks over the last 2 months correcting upwards but imho too fast and certainly in some cases way ahead of where they should really be. In these higher price times each investor must decide in a cold realistic way whether it sp is correct for the company.
A could of rns on here made me re-assess ITM's run.
Bod was an important marker in my eyes £3.40 ish they took their money when they felt happy. Any sensible person invested would take note. I will not go further as I have already been trashed for it. Yawn.
But fair to say many have come off the boil ?
As for holding ITM , I FULLY expect another bull run, 100% sure of it and beyond year highs.
Simply trying to balance a forum with some other views. The gungho £5.00 in a week posters will lambast me after this , but I have been in enough AIM companies to know it is often those leftfield events you just could not predict eg cvd being one, that happen. In sectors that have risen very very quickly there is a hell if a lot of profit and many sitting on thousands thinking it is a one way bet.
Been there and kicked in the backside big time ,especially in the early years when I didn't know to take AIM as a wild beast that it most definately is.
Thanks for the honesty seaangler. I don't just post the positive time and time and time again as there is always another side that many do not want to hear but should.
If I get S... for being balanced then so be it.

Everybody chill. Kind of missed my point , and I am not deramping my own investment, why would I ? Bilbo, not everyone only posts positive or only trolls. I ask question and have pointed out global issue, never had a go at ITM who are a great company. When the markets went down , so did all my investments inc ITM and my guts says there are some head winds. However, if you choose to think I am deramping then keep on putting your head in the sand.
No my general point is a new focus on ammonia which is providing large sources of product to new tech hydrogen production projects. Yes, obviously the world understands hydrogen is explosive and so is ammonia if not kept under the correct conditions.
My question was will this bring in more focus on health & safety, extra control costs, extra transport costs and therefore the end of year for companies looking to use ammonia increasing the costs to the company ( not saying itm in isolation but globally ).
Beruit port IS the major source of revenue for Lebanon.
They effectively had an incorrect way of storage and an accident/sabotage caused this horrendous situation.
The cause - ammonia. I would like to think , Bilbo , that 2750 tonnes of explosives was being carefully monitored as will the world trade authorities? In Norway a NEL H2 Station blew up and they had to stop for a period of time to assess the reason. Hydrogen WILL have accidents associated with it, but the Beruit event will go global and those looking to big ammonia projects may incur extra costs due to this ? NEL working in Pilbarra on a HUGE project MW's of solar, ammonia, hydrogen.
An assessment of risk and creation of new rules and regs may have an effect. Again, put your head in the sand , but at least I am aware of risk management and in failures there is usually an expense to pay.
ITM is a great company that I hold !

Will the Beruit explosion of 2750 tonnes of ammonia now have the possibilities of new controls or expense being placed on some aspects of the hydrogen industry ?

Genuine question for those scientists out there ?

https://www.intechopen.com/books/hydrogen-energy-challenges-and-perspectives/ammonia-as-a-hydrogen-source-for-fuel-cells-a-review

Yep dsc, I think you are right. There will be the odd bad day of data between now and December that will allow a good buy in price.
Just a guess on the charts v March drop.
ITM looks like its bad day could be £1.50 ish
Ceres looks like around £3.50-3.60.
NEL looks like it could do NK13-15
Mcphy has such a small issue of shares. A run on it and you could easily see €12-15 a bad day towards €12 as there are do few shares floating about.
Powercell NK 200 or just under.
The others that are US based I am not involved in so could not provide a suggestion.
Powerhouse, Proton Motor and any other I am not wanting to invest in during these difficult times. They are more of a gamble and could get royally battered. The above are more the 'adult' solid kind of companies that should benefit most of all.
Australian hydro is big money coming in but with China getting tough , that market place could also be hit due to all the iron coal copper exports.
Please DYOR. Just providing an option of a view. Please DYOR.

End of furlough should be interesting figures.... Not good reading I would have thought. That is just one wider market hit that is coming. The debt in this country is huge.
The penny will drop one day. Anyone have any idea of why the directors sold at £3.40 ? Not just one either !

Reposted my views from a week ago.

About to top up soon and post some more research @@.
Let me see if I get my top up level triggered and then the info. Should be a kicker to push up the sp once the size gets realized, but if the world markets are on a fall it can wait.
Buy the dips imho. NEL is a classic HOLD too along with the two others I hold. Up down up down , in time these will be well up. I have time from NK 12 Its no bother. NEL will just keep getting and winning business.
STRONG BUY around €18-16. Global , strong and solid company. Added to post from here. Coming in to top up band , but do not be greedy and rush. This could do NK12 so just be careful. 10m sold today v 2m bought. That is wider market pressure nothing more. All hydrogen and most other share types beginning to take the hit. Armed and ready to buy on the way down, probably best to drip feed rather than guess the market.

Originally posted 23rd July. Remember there are SO FEW shares in issue here. Any selling to just get out the market will drop this sp just like the herd piling in and paying a premium to get in without questions of a rise from €4....yes €4 Euro's to €30 in two months. WOW based on how much good news ??? Nonsense. Will I see €12 ? Will have to wait for the weak sellers to dump . Then buy more. Please DYOR and do not listen to me.

Ditto here. Mr Smith may be giving confidence at £1.75p but do not discount the headwinds (lse mcphy) and £1.50 ish.
This should not be discounted in a market that has global growing debt, less Q on Q growth as seen in US.
Throw in Brexit, Sept Oct end of furlough, Cold/ Flu season and a US Election on top to shake the Dow.
Debt up
Brexit news coming
CVD rates will climb in to winter.
Unemployment up.
Growth down
Dow down
Funding down.

Some strong to gale force head winds.

Its not Hydrogen, its the world and wider influences that will teather all stocks except gold to lower expectations = lower growth and sp's. Nature takes its coarse as does cvd in nature. Just have to be careful and wait it out.

Please DYOR.

Softly softly nudging to my top up point .... Down on news and a few getting burned for chasing the sp beyond sense.
Ceres has hit my buy point and popI bought a batch today and will continue to add on each 10% drop on NEL, CERES and hopefully here.

Golden rule buy low sell high. I fail sometimes but this sector is not immune to wider market head winds and they have gone to 8 on the Beaufort Scale. Sept and job losses will make it really interesting. Brexit by Nov and CVD increase during cold / flu season is the wall if doom.
Thrown in the Dow under pressure and US Election and its head winds look like storm force. Debt growing growth declining = ..... DYOR.

As suggested NK16-18 is top up level. Next level NK10-12.
Put the house on if it hits NK10 lol. DO NOT PUT IN WHAT YOU CANNOT AFFORD TO LOSE before some daft fool does do.

PLEASE DYOR. Don't listen to me. Howevet called the drop back as possible at NK23-24 back to NK 18. Gut feeling most of the others are and have been bought by the herd.
I like a quiet forum. NEL is as solid a company as I could suggest in the Hydrogen world. They ARE making and producing and winning contracts. Some are being bought on diddly squat promises.

Buy sell buy sell god knows whats happening and judging by 56 million being sold the projects are just a bit too far down the line to get over the cvd brexit global debt mountain. The directors here sold out at around £3.40.
Looks like a smart move.

All hydrogen shares looking like jelly legs over the last 10 days trading.

Risk v reward for those who dare gamble.

If fear many are looking like bubbles at the moment.
Example being ITM. How do you buy when one week it adds 20% then a week later drops 20%. With these types of companies it is just being traded. No , actually it is the most used LSE Forum hydrogen place to post. It has the gamblers eyes and the shorters/traders look for these stand out posting companies where they can easily trade and when one bad days new can make you 15-40% with a short on the down drop for a buy 10-20% then the pick up again. Not intetesting to me , but I do keep on top of what happens to understand and keep my nerves intact when I am down a few grand on nothing and up a few grand .... Yep on nothing. It is bonkers.
Some of my main holdings, nobody actually posts on the forums , brilliant. Nice quiet with more subtle movement and real trends to judge my investments on and more importantly the wider market sentiment.
Mr Smith for all his faults on ITM is probably right that the markets will react to Cvd Brexit Global debt US election even. There are some strong head winds that seem to be ignored ?
I am happy with a creep up share, it feels more natural. Ok if I get a flyer then I am happy will take some profit especially in this time of head winds and see where it settles. Gaps are more often than not filled. My suggested topping up sp is a possibility.