Member Info for SatellitePro

Agree Bilbo - we don't want to end up like the ADVFN ITM board.

You nailed it Troublesome. Sounds like a bad case of sellers remorse combined with FOMO anxiety if no drop occurs. GLA.

Ps we all know your story now thanks and about coronovirus and Brexit etc etc. No need to keep repeating.

Obviously from our point of view strategic partnerships like Linde with ITM and Ceres with Bosch are far better and give punters greater confidence to invest.

Aandi my stake in ITM is the biggest by far mainly through its recent meteoric rise and I have been with ITM for 10am yrs like many others here. The others on the list are a mix of the different suppliers involved in delivering services to providers and consumers transitioning away from fossil fuels. Probably the smaller companies have the best prospects as larger companies may swallow them up as Cummins did with Hydrogenics.

Thanks aandi - it's on my to-do list!

Yes thanks for reminding me - that's why I bought it with a few others with similar big hitter backers - my post this am on the ITM board refers. I have been in ITM for around 10 years and now other ITMs are suddenly falling out if the sky! Well worth the long wait and build up. Real momentum across these stocks now gathering.

Airlines onboard with shareholdings and investment would help too!

Tyson I have added Hexagon, Velocys, Linde, Nel, Powercell, Ballard, and Ceres so far and I think all have bright prospects like ITM. In effect it is a personal managed H2 fund. It does (and should continue to) way outperform any currently available managed fund in the near, medium and long term imho given the global transition away from fossil fuels to newer cleaner alternatives. This gives all these companies a massive and almost unprecedented advantage where consumer choice and manufacturing will be limited by climate change legislation and initiatives.

https://www.barchart.com/stocks/quotes/ITM.LN

My pleasure - glad you enjoyed it today - me too!!

Robinhood - the great thing is the due diligence on a lot of the H2 shares is being done for us by the likes of Linde etc. Once they pass that hurdle the future is very bright for investors now that H2 has got the green light in all sorts of places.

Btw my strategy is to diversify in H2 related stocks with ITM as the core holding; I have added Hexagon, Velocys, Linde, Nel, Powercell, Ballard, and Ceres so far. This spreads the risk and provides additional opportunities.

All valid points PS. My take on this though is that in these situations there are always winners and losers. Tourism, hospitality, entertainment is suffering whereas recovery industries such as renewables may benefit from accelerated growth. H2 is possibly the jewel in the crown.

UK Hydrogen Strategy - Angus - tx for your post - an offer Rishi Sunak can't refuse!

BMW/Mercedes are developing fuel cell/battery hybrids in high end SUVs. This will resolve 2 problems giving much longer range and addressing initial shortages of H2 refuelling locations.

Agreed - market forces will also come into play but though we are all different I have never yet met anyone who likes queuing to refill or searching for a parking bay.....https://www.google.com/amp/s/electrek.co/2020/01/17/ionity-increases-electric-vehicle-charging-prices-500-percent-january-31/amp/

BP carbon neutral strategy on BBC news lunchtime today...good news for ITM!

Jules I can't see how it would work. First you would need to find a parking bay with charger and then move off it to find another parking space when you have charged up - complete non-starter in congested built up areas. Or they put chargers in every parking bay which is not economically viable.

Re EV charging capacity etc time will tell but there are already rumblings which go in our favour if they continue to grow - https://thenextweb.com/cars/2020/01/06/uk-power-grid-not-ready-electric-cars-boom-cost-billions/

We have a couple of rental apartments in Clapham and the idea of street charging in those sorts of areas would be a nightmare - it is hard enough to find a parking space let alone one with a charger available and who is going to pay for hundreds of thousands of street chargers that would need to to be installed? They would not be cost effective if one person charges up and then parks in the charging bay for the rest of the night. We have off-street parking but no possibility of private supply to our parking spaces in a block of mews apartments. Fuel cell cars get around that problem and would be the popular choice if the pricing is equivalent to EV.