Member Info for SatellitePro

Current Deployment Timeline (as of April 2026)

Rheinmetall's Giga PtX strategy is moving from its "vision" phase (first presented at Eurosatory 2024) into active regional pilot development.

Current Phase (April 2026): Pilot and Strategic Selection. Rheinmetall and its partners are currently in discussions with European stakeholders to secure financing and regulatory approval for the first regional pilot projects.

Initial Focus: The first wave of deployment is explicitly focusing on the United Kingdom. On 17 April 2026, UK-based ITM Power officially joined the project as the strategic partner for PEM electrolysers.

Scaling Roadmap: The long-term plan involves a "ready to replicate" model where a successful prototype plant is duplicated several hundred times across Europe.

Network Goal: The ultimate objective is a distributed network delivering over 20 million tonnes of resilient fuel per year to NATO forces.

It's a very big risk being out at the moment. More RNS's are in the pipeline ready to drop at any time. The two recent big jumps will not be isolated incidents.

The shorters are caught in 3 lobster traps and the cost of rescue is skyrocketing daily. The last one to surface will pay the highest price and it will be many many millions.

Sell half keep half is a better strategy imho but keep all is best!

Sirens at full blast - panic stations.....

Yes Asia 300mw FID plus these (from AI so dyor)

As of April 2026, ITM Power has several significant projects in various stages of the Final Investment Decision (FID) pipeline. While a major 20MW project recently reached FID, several larger-scale international and UK-based industrial projects remain pending.

Recently Confirmed FIDs (Early 2026)

West Wales Hydrogen (MorGen Energy): This 20MW project reached FID in March 2026.

ITM will supply its POSEIDON core electrolysis module.

Targeting commissioning in 2028 with an output of ~2,000 tonnes of hydrogen per year.

Includes a 10-year long-term service agreement (LTSA).

Pending FIDs (Active Pipeline)

The following projects have secured engineering contracts but are still awaiting final investment clearance:

Humber H2ub (Uniper): A 120MW project in the UK.

Status: Awaiting FID; targeted to be operational by 2029.

Scope: ITM signed a FEED contract to deploy six 20MW POSEIDON modules.

Netzbrucke 410 (Stablegrid): A 30MW grid-balancing plant in Rustringen, Germany.

Status: FID is expected in 2026.

Scope: Uses NEPTUNE V containerised electrolysers; production capacity has already been reserved.

German Indoor Electrolyser (Stablegrid): A massive 680MW project.

Status: FID is currently anticipated for 2028.

Scope: Pre-FEED work commenced in January 2026.

UK HAR2 Project (Undisclosed): A multi-unit project shortlisted in the UK's Hydrogen Allocation Round 2 (HAR2).

Status: Remains subject to FID; targeted for 2028 operations.

Scope: Based on multiple NEPTUNE V 5MW units.

Goldman Sachs has vested interests - one of the biggest fossil fuel funders knocking a small but highly successful green energy competitor using highly dubious tactics.....to help out their mates?

Yes fewer available shares can result in very sharp increases in a share price during a short squeeze - enjoy!

Also important to remember that bed and breakfast is not needed if the shares are held in an ISA.

Yes that's my understanding. Spouses exempt IHT on all transfers anyway.

Staying Patient - I don't think ISA gives IHT relief - correct me if I am wrong.

Shocking when you feel disappointed that SP is only up 11% in one day:-)

The short buyers had the day off yesterday following Friday's exertions and the hangovers from the weekend drowning their sorrows. Back in action today and fingers poised as the nightmare gets worse by the hour. Poetic justice.

We are in a short squeeze pause. The SP doubled on their first attempt and there is still a very long way to go before they can complete the exit. Buy or hold to benefit from their inevitable buys.

Up a lot of shorters start exiting.

Predicting sp movements without knowing the near-term RNS bomb-shell announcements is rather tricky as the last couple of weeks have shown.

When we buy Shell.

Hand in the security pass, phone and laptop time.....

Former BP CEO Lord Browne has said it is “hard to believe that finding and developing the very limited oil and gas resources that remain will be economic”.

For years the UK has presided over one of the most generous tax regimes for oil and gas, leading to major oil companies paying negative tax. In 2024, Shell reported a negative UK tax figure of £12.5 million while posting global post-tax profits of £18 billion.

Despite the windfall tax, generous tax breaks also mean the UK public shoulders more than 80% of the costs of developing new fields. In the case of Rosebank, the UK’s largest undeveloped oil field, assuming a base-case scenario with a long-term average oil price of $70 a barrel, Rosebank could result in a net loss of over £250 million to the UK Treasury, while the field’s owners Equinor and Ithaca would earn £1.5 billion in profit.

More domestic oil and gas production makes no difference to UK energy bills and will not ease the cost of living crisis. North Sea reserves are owned by oil and gas companies who sell them to the highest bidder at international market prices. North Sea production is too small to influence these prices.

Plus quote "North Sea oil and gas reserves are licensed to private companies, meaning once extracted, the fuel belongs to them, not the UK government. These companies sell the oil on the international market, and around 80% is exported, meaning it does not directly lower energy prices for UK consumers"