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JR69 you seem knowledgeable about HUI. Can you tell us what delivered contracts HUI has, who with and their size?

Recent Collapses in the Plastic-to-Fuel SectorSeveral high-profile British companies in the chemical recycling and advanced plastics space have recently entered insolvency:Plastic Energy Finco Ltd (Plastic Energy):Status: Entered administration in late April 2026.Process: Their technology heats end-of-life plastics in the absence of oxygen to create hydrocarbon vapours, which are condensed into a recycled oil known as TACOIL™.Impact: While administrators from FRP Advisory are seeking to rescue parts of the business, the company’s collapse follows a period of "cash flow pressures".Interface Polymers Ltd:Status: This Loughborough-based firm appointed administrators on 13 April 2026.Specialism: Although not a direct "fuel" producer, it developed Polarfin technology, which allows mixed plastics (like flexible packaging) to be recycled into high-value chemical feedstocks.Recycling Technologies Group:Status: This Wiltshire-based pioneer of plastic-to-oil technology collapsed into administration in September 2022 after failing to secure vital funding.Legacy: The firm had developed a patented "RT7000" machine designed to turn hard-to-recycle plastic into a synthetic oil called Plaxx

Who is going to fund the R&D?- The need for cannabis funding shows both the funding problem and that they are way off the tested solutions stage let alone contracts with customers.

Chemical recycling" (pyrolysis) projects often fail to scale. For example, a major Unilever sachet recycling project in Indonesia was shuttered after two years due to low recyclability and high losses (40%–60% of waste was lost as residue

HUI don't yet have proven technology/production capability so way off entering into contracts to deliver hydrogen

HUI is working to establish its first waste plastic-to-hydrogen plants, with current efforts focused on initiatives in Poland (re-engaging with Powerhouse Energy technology) and a potential £600 million facility in Saudi Arabia.

Look up the HUI contracts to date and need for a cannabis route to provide funding.

Looks like HUI shareholders ramping here....or shorters.

Shows a map of the massive scale of global hydrogen projects.

https://www.iea.org/data-and-statistics/data-tools/hydrogen-tracker

Dude - so you prefer to lose out on potential gain to protect your average? There are a number of LTHs here that have made 6 figure sums on paper in the last 3 weeks doing just the opposite.

JDC there are quite a few very LTHs who will be here another 10+ years I don't doubt - possibly till probate kicks in, reducing along the way!

ITM.LN Barchart Opinion for Itm Power Plc Stock - Barchart.com https://share.google/WOp1RT7sEi5ixbMYw

From AI. Dyor.

Massive Market Growth: The green hydrogen market is expected to grow significantly, with one projection estimating a compound annual growth rate (CAGR) of 38.5% from 2025 to 2030.Infrastructure Investment: Substantial investments in hydrogen pipelines and storage are expected to scale, with some estimates calling for up to $11 trillion in total, including production, to make it 22% of global energy demand by 2050.

Tennents I have Ceres too. The point is that all the brokers get predictions wrong. That is only part of their job though so as long as they are competent in other key areas that's ok. I don't think Dennis would keep them on otherwise.

AI quote 'Directional Accuracy: Analysts correctly predict whether a stock will go up or down only about 50% to 60% of the time, which is comparable to random chance'. Say no more.

This surge is a good reason to be cautious about being out. A long road still ahead - don't miss out!

I note Voleon also shorting Ceres. Oh dear!

If/when the Gov't fully appreciates the benefits/necessity of properly funding the full hydrogen infrastructure for the country, the should be additional grants forthcoming as you can't expect the private sector to carry the burden - it will be too slow or won't happen. It's a win-win and the first step has just been taken. Success breeds success.

We were celebrating this level a few days ago. Onwards and upwards, roll on the next RNS which we know is coming!

Also consider the implications for thousands of critical back up power supply systems across the public and private sectors in the event of disruption of electricity supply as reliance on oil is phased out.

The current oil crisis will be a catalyst to get this important defence project funding approved.