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This will help to.....

https://www.independent.co.uk/climate-change/news/erosion-homes-falling-sea-map-b2271863.html

One positive outcome from Putin's madness - the acceleration of renewables....
https://www.tbsnews.net/bloomberg-special/russia-cant-replace-energy-market-putin-broke-576138

https://www.cnbc.com/2023/01/27/goldman-predicts-clean-hydrogen-will-be-a-1-trillion-market-heres-how-to-play-it.html

https://fuelcellsworks.com/news/u-s-army-develops-stealthy-hydrogen-fuel-cell-powered-tanks/

https://hydrogencouncil.com/en/hydrogen-for-net-zero/

Hydrogen will happen big time eventually. If you have faith in ITM technology and are prepared to be patient, it would make sense to continue to average IMHO. If you don't have faith hold or sell then reinvest in other H2 companies to stay on the hydrogen train.

https://www.ir.plugpower.com/press-releases/news-details/2022/Plug-and-Nikola-Announce-Collaboration-toPush-Hydrogen-Economy-Forward/default.aspx

https://www.prnewswire.com/news-releases/gp-joule-to-order-100-nikola-tre-fuel-cell-electric-vehicles-301727807.html

Battery/fuel cell hybrids could be the long term solution post ff.

It's another opportunity for fuel cells!
https://www.offshore-energy.biz/ballard-installs-fuel-cells-onboard-worlds-1st-hydrogen-powered-ferry/

If you have ISA allowance left over this might be a good time to move some ITM holdings into ISA for the long term.

Currently Nel down 5% today and McPhy down 6%. At least the misery is being shared around-:)

We needed the new CEO years ago as Bilbo frequently said. I believe firm foundations will be put in place but the sales team need to get those orders in if the SP is going to trend up again. Confidence has been shattered and there will not be a second round of significant speculative buying IMHO - only based on solid news. Interestingly, McPhy has suffered a similar drop in SP. Given the future market size and net zero targets I think the only thing to fear is takeover.

This is a massive market across multiple sectors that need to ween off fossil fuel in the coming decades- I hope ITM are actively pursuing it now to build relationships and market share for later on?
https://hydrogen-central.com/national-grid-completed-ten-week-trial-test-hydrogen-powered-generator-deeside-centre-for-innovation/

We were discussing this configuration recently. 50km battery range, 400km total range using fuel cell. Peak power requirements met by the battery so the fuel cell can operate more efficiently. This would work well in SUVs and large cars as an alternative to battery only ev once the refuelling infrastructure has been rolled out. Other countries are getting on with this!
https://www.media.stellantis.com/em-en/opel/press/opel-vivaro-e-hydrogen-plug-in-fuel-cell-electric-vehicle-offers-zero-emissions-and-quick-refuelling

https://www.emec.org.uk/about-us/funders/

Not a level playing field.....

https://hydrogen-central.com/emec-supplies-hydrogen-rolls-royce-jet-engine-ground-test/

https://hydrogen-central.com/jcbs-100-million-investment-project-produce-super-efficient-hydrogen-engines-is-going-full-steam-ahead-with-the-reaching-of-a-major-production-milestone/

Their Govt subsidies should be stopped.

Some Linde purchase announcements like their recent NEL one might help but maybe that is not their game plan for ITM.