Member Info for SatellitePro

It is wholly owned by the Federal Republic of Germany (Federal Government).

125 years since the dirty Texas Oil Goldrush - and it's about to be repeated but this time with clean hydrogen!!! RNSs are coming - don't miss out!.

Old news article but it may be back in the news soon - approaching FID sign off. AI can steer you towards the likely client shortlist without posting the results here.

ITM Power shares surge on major contract win By Investing.com https://share.google/Xt640pty8GnwAbk99

Why ITM Power (PEM) Wins the Distributed Tactical Role

Highly distributed, autonomous forward operating nodes demand flexibility, compact size, and rapid deployment. ITM Power's Proton Exchange Membrane (PEM) stacks have structural advantages for this exact mission profile:Dynamic Intermittent Tracking: Distributed nodes will largely rely on local, un-buffered renewable assets (like field-deployed solar arrays or wind turbines). ITM Power's PEM electrolyzers can ramp up and down in seconds to match fluctuating power. Alkaline systems (like Sunfire's primary line) struggle with rapid fluctuation and require constant minimal baseloads to prevent gas mixing and safety hazards.

Plug-and-Play Containerization: To scale a network across massive geography, equipment must be standardized and mobile. ITM's PEM systems feature highly dense, containerized footprints (such as their NEPTUNE platforms). They can be rapidly shipped, camouflaged, and installed with minimal civil engineering.Self-Pressurization (Footprint Reduction): ITM’s stacks operate natively at 30-bar pressure. This eliminates the need for large, noisy, and high-maintenance downstream mechanical hydrogen compressors at the site, reducing the physical signature and mechanical failure points of an isolated outpost.

The Rheinmettal/ITM blueprint for NATO roll-out could also be used to rapidly expand efuel deployment across civilian infrastructure.

2029 and Beyond: European Mass Deployment blueprint Replication: Once the UK pilot confirms that a single 50 MW plant can reliably output its target of 5,000 to 7,000 tonnes of e-fuel annually, Rheinmetall will activate its "repeatable deployment" model.

Continental Rollout: The finalized UK blueprint will be used to construct "several hundred" identical decentralized plants across mainland Europe to meet NATO's wider wartime energy needs.

Quite shocking that it has taken this long to appreciate the obvious achilles heel of the military in Europe but it also applies to civilian dependency on fossil fuel supply chains (which we have flagged up forever on this board). Hormuz was the wake up call at long last. Climate change catastrophies are not yet at a level where govts feel the need to take them seriously like the pandemic but we'll get there one day (probably when it is too late). The Ukranians are having a field day hitting Russian refineries and pipelines - the soft underbelly of the aggressor. We need to learn fast and that video says it all - bravo Rheinmettal and ITM.

Times like this are a good opportunity to pursue other hobbies and interests.

The fundamentals haven't changed. The sp is disconnected from the value of the company. Two entirely different things. The future is as bright as it was before the recent sell off and with rock solid foundations, combined with a rapidly expanding market, the company will deliver for shareholders in the long term. Sentiment will change as more FID announcements come through. No need for alarm or despair.

This is key -

The funds will go toward a fully automated production line in Sheffield for the next-generation Chronos electrolyser, which promises three times the power output of the current model at 40% lower capital costs and half the footprint. Management said it would take a final investment decision immediately after the grant announcement, with commercial production targeted for 2028.

Chancellor Rachel Reeves has instructed Cabinet ministers to prioritize British companies for government contracts across four key sectors: shipbuilding, steel-making, energy infrastructure, and artificial intelligence

The UK Government is actively supporting major AMD projects to expand the UK's sovereign Artificial Intelligence (AI) infrastructure. AMD has committed to a £2 billion investment in the UK over five years, partnering directly with various government departments, academia, and private organizations to bolster computing, scientific research, and workforce development.The key AMD-powered projects backed by the UK Government include:University of Cambridge Supercomputers:Zenith AI: A significant new UK AI-for-science platform designed and operated by the University of Cambridge, built with AMD and Dell technology. It is funded by the Department for Science, Innovation and Technology (DSIT) and UK Research and Innovation (UKRI).Sunrise: A second AI supercomputer powered by AMD and Dell, owned by the United Kingdom Atomic Energy Authority (UKAEA) and dedicated to nuclear fusion research. It is funded by the Department for Energy Security and Net Zero (DESNZ).Oriole Networks (ARIA Project): AMD is collaborating with British startup Oriole Networks on efforts to develop new AI networking technologies. This project, supported by the Advanced Research and Invention Agency (ARIA), aims to deploy the world's first large-scale AI system that uses light instead of electrical signals to move data between chips, vastly improving energy efficiency in UK data centres.Imperial College London Partnership: A joint initiative focused on accelerating computational science and research. The project encompasses healthcare innovation, climate modeling, AI optimization, and workforce development initiatives.Quantum Computing Data Centre: AMD is involved with British quantum computing firm OQC and JPMorganChase to test hybrid quantum-classical computing at OQC's Quantum-AI Data Centre in London.

Https://ir.amd.com/news-events/press-releases/detail/1288/amd-commits-up-to-2-billion-to-accelerate-ai-innovation-and-research-in-the-united-kingdom

AI will likely need hydrogen backup supplies. As AI data centers demand vast, uninterrupted power, hydrogen fuel cells and hydrogen-ready turbines are emerging as critical replacements for traditional diesel generators. This shift helps tech giants meet strict zero-emission mandates while maintaining grid resilience.Hydrogen backup systems are specifically being adopted for AI infrastructure due to several key factors:Replacing Diesel: Diesel generators are increasingly difficult to permit due to strict air quality regulations and corporate carbon neutrality goals. Hydrogen fuel cells produce zero on-site emissions, emitting only water vapor.Handling Variable Loads: AI training and inference create sharp, unpredictable peaks in power demand. Proton exchange membrane (PEM) fuel cells can reach full power within minutes and handle frequent start-stop cycles without degradation.Continuous Resiliency: While traditional battery backups last for short intervals, hydrogen can provide continuous backup power or off-grid prime power as long as the hydrogen fuel supply is maintained.Bridging Grid Constraints: Major players like Microsoft and Caterpillar have successfully tested multi-day hydrogen backup systems, proving they can match the reliability of traditional generators.

Germany’s hydrogen future centers on becoming a global leader in hydrogen technology, relying heavily on a massive 9,040-kilometer "core grid" of pipelines rolling out between 2025 and 2032. To achieve net-zero by 2045, the country aims for 10 GW of domestic electrolysis capacity while relying on global imports for up to 70% of its total demand.The nation’s hydrogen roadmap is defined by a few core strategies and developments:The Core Grid (Kernnetz): Representing a roughly €19 billion investment, this pipeline network (partly repurposed from natural gas lines) will link all federal states to major import terminals, storage facilities, and industrial hubs.Priority Status: The German government now classifies hydrogen production of "overriding public interest". This fast-tracks the licensing of projects and includes both green hydrogen (made from renewables) and blue hydrogen (fossil gas with carbon capture and storage).Demand Forecasts: National demand is projected to scale rapidly, reaching between 95 to 130 TWh by 2030, and skyrocketing to 400 to 800 TWh by 2050 as heavy industries and mobility sectors fully transition.International Imports: Because domestic production won't meet the massive scale needed, Germany is actively securing global supply chains, partnering with countries across Europe, Africa, and Australia to import hydrogen derivatives.

If you sold Tesla shares 10 years ago over concerns of sp swings you would have to live with this......

A $10,000 investment in Tesla (TSLA) made 10 years ago would be worth approximately $215,000 to $295,000 today, depending on the exact date of your purchase. This translates to an incredible return of roughly 2,000% to 2,800%.

If you have faith in ITM's products and future, don't over-react to sp volatility day to day imho.

If you sold Tesla shares 10 years ago over concerns of sp swings you would have to live with this......

A $10,000 investment in Tesla (TSLA) made 10 years ago would be worth approximately $215,000 to $295,000 today, depending on the exact date of your purchase. This translates to an incredible return of roughly 2,000% to 2,800%.

If you have faith in ITM's products and future, don't over-react to sp volatility day to day imho.

Michele FIUMARA

HELIKON INVESTMENTS LIMITED (12237605)

Company status

Role Resigned

Director

Appointed on

7 October 2019

Resigned on

6 March 2024

Fingerkon happy with news today?

Sit tight - presents on the way from Dennis - RNS special delivery!