Member Info for SatellitePro

Fj I tend to let the experts like Linde and Bosch do the due diligence on whether ITM, Ceres etc are a good prospect. Look at the Linde Hydrogen website page and ask why would they enter into the partnership? Linde have been doing hydrogen for many years and must view electrolysis as a viable solution to form ITM-Linde.
ITM Power is also pleased to announce that Andreas Rupieper, Head of Group R&D and Portfolio Management at Linde will be appointed as Managing Director of ITM Linde. Before Joining Linde as Vice President – Head of Business Unit Petrochemistry, Andreas worked as a senior consultant for Management Engineers, now part of PWC Strategy and before that for 13 years at Thyssenkrupp, most recently as Project Director, EPC.

Thanks Invest. We should also remember what happened to Hydrogenics being taken over by Cummins as I have mentioned before.

The other factor....https://www.theguardian.com/environment/2020/jul/31/climate-crisis-exerting-increasing-impact-on-uk-says-met-office

Good point PM. There is a large cadre of investors who have become aware of H2 but did not want to risk entering on the possible top of a sharp spike. As sp drops they will be watching for entry points.

Some of will stay and keep the lights on. The only good thing about IHT is the taxman ends up paying 40% of your losses once you are over the IHT limit so it lessens the pain. Climate change and more stimulus packages will be the saviour of H2 shares in the long run.

2030 will be a totally different world. Compare the coal being delivered by horse and cart Victorian era vs cars refuelling at petrol filling stations in the 1920s - it will be that type of jump but greatly accelerated. Today's car manufacturers are openly admitting they totally underestimated Tesla and the demand for change to EV - they won't make the same mistake twice with fuel cell and savvy countries like Germany and South Korea are trail-blazers forcing others to compete or die.

Just banter - don't take it seriously..... if you have done any time in the military you will know you get hung out to dry if you pose!

Apparently his posts are Agenda item 1 on Governor of the Bank of England's daily morning meetings. Fiscal policy benefits for UK could be dramatic.

https://youtu.be/zuiMk3oqBck

Fuel cell battery hybrid https://youtu.be/zuiMk3oqBck

If it happens watch McPhy fly! Vive la France!!!!

https://mspoweruser.com/tesla-supercharger-network-congestion/

Makes the board look a lot more sane.

Also remember that one day there may be a buyout of ITM - possibly not a good day to be temporarily out. Re First Group and National Express ditching diesel buses, First Group own a chunk of Greyhound Buses, I think as majority shareholder. Think H2 buses across the USA - their yellow school buses going the same way..... a mega market.

Toneman for sure there will be times ahead when being out will be regretted. No gain without pain.

Peak battery coming - there will be no peak H2.

https://fuelcellsworks.com/news/bmw-x5-suv-will-have-a-hydrogen-fuel-cell-version-in-production-in-2022/

https://fuelcellsworks.com/news/bertrand-piccard-is-the-starting-signal-for-hydrogen-electromobility-in-switzerland/

https://www.gasworld.com/linde-cnooc-to-jointly-develop-chinas-hydrogen-energy-industry/2019541.article

On days like this remember money can't buy you happiness.