Member Info for Seaangler

Not sure what I'm more surprised about? That the current H2 market is 130B$ or that ( given that figure ) the forecast for 2025 is ONLY 200B$? I guess the current level is supported by a lot of long standing non-ITM related businesses. The 200B$ level could prove pessimistic.

Hope it's good news but struggling to see how this is any better than other systems. In fact I thought fill times were less than 5 minutes?

Cheers Spicers. I'm not concerned about the SP , it will bounce on some good news. Waters have been choppy for most stocks over the last week.

Thanks Bilbs. Wish I had the patience to ever let any of my powder dry out ( completely ).

..... and it's my birthday today Spicers. Wish I did drink given the current state of my portfolio! It'll come good as you say. Try a 2017 Malbec from Portillo (Argentina). My partner swears it's the nicest red she's ever had..... and she's had a few......

Since when did 'politician' and 'common sense' belong in the same sentence? Don't get too impatient Itsa. It's such a massive move that's coming but most of us are here because we think it will. Common sense will win out.

Great Spicers. The light bulb moments are on the up. 2018 is likely to prove very interesting. Looking forward to riding the H2 rocket. GLA

.... as new to this board..... but what about retailers being allowed to drop the 5p surcharge if their bags are d2w'd? Presumably no need for legislation plus the retailers would jump at the chance to hail their green approach? Perhaps the petition approach would be useful?

Some chunky purchases Spicers. Nice to see. Think we'll be on the up again soon. GLA

Following Bilbs comments re the number of H2 stations and the subsequent discourse re no. of H2 cars on the road, .....spot on , not enough cars to justify the investment. However , if I were Shell ( and others ) I would be thinking this is exactly the time to give a leg up to H2 infrastructure. Why? If carbons ( ie. their current business ) are on the way out then where will their business come from? Will it be EV's which can be charged at home or likely lots of places other than their filling stations, or will it be H2..... kick out a few pumps on existing forecourts and swap for H2. Slightly ironically the best way to protect their business is to promote H2. Try to influence the % split H2/EV while they still can and at a time when it would be easy to do so. Get the infrastructure in , (along with the Government) encourage the manufacturers to focus on UK launches and production(?) , encourage Mr.Green to buy an H2 motor , encourage Mr.Company fleet manager to go H2 and encourage the Government to reduce the upcoming national and local grid problems if EV's hit a critical %. In short , the oil companies need to ramp it up soon or they will lose a very large part of their traditional business. They surely know this , look at Shell today , but are they doing enough or do they believe that H2 will win out whatever?

I'm not sure the Shell order was actually new news .... the pipeline figures remained unchanged. I'm hoping for a significant portion of the �200M worth of projects they keep referring to. This was the major justification for the recent placing after all?

..... is what we need to move things along. We're all confident of a great future but too date we've survived on great 'news' but ultimately just bits and bobs of sales. The news includes fantastic growth in tender opportunities and some big numbers so let's just have a sizeable bite please. Has to be close.

Yep the technology exists for sure. Most reps are tracked nowadays. Progress they call it. In reality in just makes the world a more trust free depressing place. A difficult step though as fraud will be rife and administration will be significant.

Think you are right Spicers. Pay per mile. One glorified toll road..... so who will make the black boxes?.... could be a good investment.?Hmmmm .....

Really struggle to visualise this sharing society of yours Bilbs but whatever happens there has to be a radical rethink taxwise particularly if , as you intimate , there are fewer cars on the road. Doubt it personally plus would it really cut down on the number of journeys? Isn't this really called a taxi or bus?

That's the one Spicers. Many thanks. Can see it's a month or so old so surprised I haven't read it. Quite damning of batteries overall with far too many major question marks. That said , not exactly jumping on to H2. Re the tax question I'm sure you are correct. They will have to fill the black hole somehow. I'm thinking it will have to be a radically new concept as they can hardly push the green economy and hope to hit emission targets then load 50% tax on H2! Logically H2 , through economies of scale , will become an increasingly attractive proposition. Meanwhile electric will go the other way.

.... an article on the RAC Blog concerning the ACTUAL greenness of batteries with regard to carbon footprint and also the ACTUAL requirements in terms of charging kit and sub station requirements alongside increased scale of use? Spotted it recently on another board but can I find it now!?!.... Also , interesting topic in the radio news this morning. Some association or other talking about restructuring the taxing of motorists alongside the demise of petrol/diesel? Can only be good news for H2 upscaling if it isn't penalized like carbons. Additionally the cost of H2 will fall with scale whilst electricity prices can only be anticipated to increase. Bigger tick for H2.

Guessing an H2 car is pretty safe if the tank is breached. The fuel floats away. Batteries a different ball game and potentially tazarish? Let's not get in to disposing of battery too.....

Fantastic article Spicers. Contains some really interesting points (many of which we've discussed). This guy Hugo should be invited on the Board!!

That's the right kind of dedication and belief Spicers. Does your company have any jobs going as they obviously pay well.... or you are in the process of moving to Man Utd?? I may top up a bit too at this price. Don't like too many eggs in one proverbial though. By the way I wouldn't rule out the �3 sooner rather than later. These fundamental type things have a habit of exploding.