Member Info for SatellitePro

Graphene has not lived up to expectations. ITM tech clearly has. The see saw shows the intrinsic belief in the product and the demand.
https://www.globenewswire.com/news-release/2020/05/22/2037756/0/en/The-global-market-for-Fuel-Cells-is-projected-to-reach-US-14-6-billion-by-2027.html

It is going to be pass the parcel on the shares for some time till the next level is achieved - you just need to be sure you are not left without a seat when the time comes or it will be expensive to re-join the game.

Dsc my view on this is not to focus too much on conventional evaluation of the share. For two reasons, firstly the inexhaustible supply of solar and wind energy and secondly the imperatives of climate change. Companies primed to exploit both have a massive futures with Tesla.

Well done ITM! Great fight-back.

Not sure about JCB. Isn't RYSE going with Nel? They could pull out with a huge profit, so could Linde for that matter but far less likely given ITM Motive unless they decide they want total control. Interesting times.....

Hopefully long term ITM will be one of the AIM shares that doesn't disappoint. Many here have experienced the good and bad. The H2 story is so compelling it is hard to imagine this one failing and the Linde involvement adds a degree of security. My biggest concern is takeover ending the party...

Hympulsion are using McPhy.

https://www.daimler.com/investors/reports-news/financial-news/20191025-co2-neutral-fleet-of-new-vehicles.html

I think these are early days for all these shares including ITM. Only a tiny fraction of the eventual product volume is out there so far. The Volvo-Daimler fuel cell JV I posted yesterday is one example. Daimler shares rock bottom at the moment. McPhy zero emissions vallèy just underway as with ITM Motive.

Mr Smith more brevity and less of your personal details would be much appreciated by all. A polite request.

Goda we are in a paradigm shift in energy technology. My advice would be to buy in at any price to small companies with big partners (eg ITM Linde, Ceres Bosch) and spread risk through several stocks - many here seem to be doing that successfully. I have no doubt that all proven H2 technologies will do well over the next few decades. Short term losses will turn into long term gains as product prices fall through volume increases.

It's called the roulette strategy!

Rome wasn't built in a day - fuctuations will happen on the way.

Daimler shares very low atm - this JV will start seeing results mid-decade so worth tucking away a few before the new trucks and van start being released. https://www.volvogroup.com/en-en/news/2020/apr/news-3640568.html

Worth watching this first....
https://youtu.be/6Dt45gSntr0

https://innovationorigins.com/germany-is-the-hydrogen-champion-of-europe/

I would listen to Nigella though......

Useful summary thanks Robin.....after years of inertia things are finally moving.

https://cleantechnica.com/2020/06/18/the-tide-is-turning-and-is-it-ever/amp/

Got in just in time last week! Looking forward to visiting zero emissions valley!

Nigel Lawson and the oilies last ditch desperation against the inevitable!