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Posts like this will be a constant source of joy as new innovations using hydrogen get off the drawing board - this is the beginning of an entirely new future and the scale of the transition is beyond anything we could have hoped for or imagined. To be invested in this new world makes it doubly rewarding.

Buffet nailed it...

Livelif the big fall in shares last week (including hydrogen stocks) resulted largely from Omicron fears.

If you are not in this may be a very good opportunity if Omicron is less virulent than the market reaction last week justifies. Even BP have seen the light......the H2 goldrush is gathering momentum!

I don't expect any losses on my h2 stocks long term - just less of a gain on some. Periodic dips possibly but offset by long term rises and insatiable demand for h2.

JCB have been a great disappointment - sucked out more than they put in. Prima dona private family owned companies are not good for partnerships imho. Great company though it may be. Sad.

https://uk.finance.yahoo.com/news/thyssenkrupp-pushes-ahead-ipo-5-161629790.html

(Bloomberg) -- Thyssenkrupp AG is pushing ahead with plans for an initial public offering of a unit that helps to build hydrogen plants, according to people fa...

In 10 years I expect ITM to buy out what's left of Shell and demolish the assets for new electrolyser factories.

My answer to Bilbo's questions is I have a 10 yr minimum horizon and guestimates over that timescale would not really be worth making. I simply believe the trend will be upwards and combination of risky vs cautious h2 investments will be reasonably safe and rewarding long term, with the possibility of stellar performances from some.

Regan L&G Hydrogen ETF is part of my hydrogen fund. It should do well in the long term imho.

Is it a cliff or foot hill? You sold half your stake below £4 Woody; I think it is a foot hill so don't waste time praying for valleys to rejoin the trek to the top....

No 'hefty premium' would come anywhere near to the long term future value of our shares.

I would stay away from those uterine devices - nasty if you get trapped.

https://www.thestar.co.uk/business/boss-of-sheffield-hydrogen-firm-itm-power-building-two-factories-says-theyve-only-just-begun-3451917

Woody the LTHs have all had a bumpy ride along the way with ITM including lots of setbacks and long periods in the doldrums. Patience was rewarded with a 2,000% increase in the sp over the past 5 yrs and we are quietly confident that future gains will not disappoint. An essential, short supply product needed on a massive global scale to prevent a looming environmental disaster does have its attractions for shrewd investors who are not put off by occasional sp turbulence.

The sp direction will always be upwards long term on ITM. Day to day it will be like the weather.

Would be interested to know how doubling the cost of this new nuclear power station affects the original business case of the nuclear option vs alternatives. I believe that there is a systemic, deliberate, gross under-estimation of nuclear project costs (similar to HS2) in order to make them look competitive, being orchestrated by the beneficiaries of the contracts and others with vested interests.

Thanks Bilbo - a useful reminder of the forces at play. As far as sentiment goes, it does help to have a product with growing demand and very short supply that is needed to replace another that is currently essential and highly profitable, though life-threateningly dangerous, leading to it being banned from use via legislation in the years ahead.

Good to see you back TM - the more we learn the more we understand the big picture and your links help to make that a lot easier!

Looks like investors are not impressed by it so far - 'world leaders' gawd help us - would you want any of this lot to help you in an emergency?? Most of them look like cruise ship passengers that spend all day visiting the buffet.....