Member Info for Seaangler

I guess we’re doomed Kentboy and I understand your frustration. It probably won’t affect me too much and I’ve no clue how old you are but do we just stick our heads in the sands and say sod you to all the kids and grandchildren to come? I don’t think we can. The UK may be insignificant but god knows we’ve ripped off the rest of the world over the last few hundred years so maybe we should step up.

Getting crushed Kentboy is probably true but that’s today’s snapshot. Roll on 50 years and you can add getting fried , dying of starvation and potentially getting drowned depending on where you live. The threats of climate change will also lead to world and civil wars as resources , food , water etc. become scarcer. It’s your and our choice today what we do about it. For sure it’s all being handled badly and we need to tackle today’s and tomorrow’s poverty.

Drop based to some extent on ITM’s reduced % share of the Linde JV business. Should we be grateful they don’t appear to be generating any.....

It’s all about to kick off after a very long build up. The demand for electrolysers will be huge so who will make them? Who will have the capacity on their books , who will be ready? Personally I’m confident ITM are getting their giant net ready. Wouldn’t say no to a chunky contract RNS obviously but I’m a fisherman , I’m used to a wait. One day soon...... right time , right plaice (apologies....).

Didn’t have any spare funds so sold £20k of trading account something or other to put into my ISA tomorrow when the funds land. Seriously considering ITM for all of it but now Mrs.Bilbo has shown her faith I’m in a serious dilemma. Her history of making wise decisions is highly questionable........

Plug sales approximately doubled year on year in Q1 to roughly $140M. Not sure what was expected but doesn’t look too shabby. Results were announced after close of day , a day in which they dropped over 12% , presumably dragging us down too. May be interesting tomorrow.

Just a question of time guys , just a question of time. Some of us have been here 15 years or so , what’s a few weeks , months , years ( ?? God I hope not ! ). Rebought a few more yesterday , any further drops and this years ISA money will be chucked in too. Very confident. JAQOT. Good weekend all.

Committee jobs for the boys. Job requirements and description? Procrastination , fence sitting , dithering , the ability to ignore the obvious , enjoying a nice lunch , coffee , cigars and a brandy. Experience in industry or getting off backside to do an honest days work not essential.

So Boris ( God help us ) is getting behind H2 and today the government announce they are buying back into National Grid. The aim being to provide a coordinated green approach for the future. It’s all adding up and ITM are in on the ground floor. It’s become a firm ‘when’ where it used to be a vague ‘if’.

Let’s hope he uses his loaf..... ta dahhhh!

Add it all together and we’re due a very chunky bit of business very soon. Game playing on the SP , maybe enabling some to get in cheaply? Usual IMO etc etc......

Duly signed TM , much more important than an ITM post.

Not sure I agree Doli. Looks like a childish post , the implication being he’s not a person to deal with. Playground stuff.

Yep. Excellent news. Chicken and egg problem taken by the scruff of its neck!

I think it was a speculative increase last week , but a very understandable one. Add it all up and it looks like a perfect storm on the horizon. The lack of order RNS’s is frustrating , and a bit surprising TBH , but I remain 100% confident that things will pick up exponentially very soon. The story remains the same but the script is being constantly rewritten and playing in to ITM’s hands. A little more patience required.

“Build it and they will come” , or some such quotation. Factory/factories and orders I’m hoping. They seem really confident , let’s hope legs are paddling frantically under the ultra calm surface.

Jzchat. This is an extremely volatile share. Most of us are betting ( everything is a gamble ) that the SP will go up. Some go for the other direction. Not a problem. Personally I think prospects have never been better , no need to go in to all of the opportunities or forces at play for the Nth time. Given your comments I would be interested in your end of 2022 SP prediction?

Jzchat. It really isn’t that speculative. You are the speculative item here , mainly about bubbles and SP crashes. IMO you are swimming against the tide , one wonders what your motivation is to do so. Great industries are not born or built overnight , SP’s do not go up in a straight line. Two very simple facts to consider along with everything else.

I’m not sure “proposing” is quite the same as “committing” , certainly not in terms of RNS requirement. I don’t think Linde or ITM putting out an RNS stating that “Linde reckon they’ll need a shed load of ITM electrolysers some time soonish “ would be due to legal requirement. That doesn’t mean that a similar conversation hasn’t taken place , even around a boardroom table. The point is , your customer won’t be able to get them if you’re not in a position to make them. The way things are going , fortunately/unfortunately , they will be wanted in rather large numbers it seems. Some orders would be good though......

Just announced. Getting out of Russia. About time. As much as there are far more important things going on , this is all playing in to ITM and H2’s hands. Wish it was happening for the right reasons.