Toneman - I think the steroids are beginning to kick in! Direction of travel is right even though it may be a stormy sea at times. Abandon ship at your peril on this journey imho.
A lot of folks got left behind after early selling of the shares that went sky high and will regret it forever. ITM may or may not be one of those shares but risk goes 2 ways.
Depending on what you have invested whether it is x6 or x8 profit it is still a nice place to be. Arguably even if it drops to x4. Long term play for me - traders have fun on the way up.
Psmith try selling your logic to Elon Musk. Protecting your retirement fund is fine but you don't need to justify it and the situation has too many variables to analyse it anyway. Sharp SP rises provide opportunities and risks - we all understand that - let's just leave it there and move on.
Pinball I appreciate the rationale behind the partnership. Hopefully it will bear fruit soon as there is not much flesh on the bones yet. Whereas Linde seem to have a significant operational H2 footprint already well established reading that article at the link I posted.
Don't misinterpret my post Bilbo - I am still heavily invested in ITM and other H2 stocks for the long term. I have a 15 year horizon and am not too bothered by near term dips.
I think we will see a lot more dirty tricks including the blue hydrogen play to salvage as much of fossil fuel assets as possible . We have already seen blue hydrogen referred to as clean hydrogen to disguise its origins...
RE: All those against, say "Aye"!19 Jul 2020 21:58
The Fool article author is not a researcher that is for sure...https://h2.live/en .....hydrogen refuelling is happening already - one new station every 2 weeks....