This Decline Makes No Sense Given the Direction of Hydrogen11 Dec 2025 22:14
letβs step back and remind ourselves exactly where itm sits in this global transformation β and not let this share price confuse anyone! there has been massive increase in hiring, board member additions and expansion ππ‘
letβs have a recap β¦
βΈ»
πΌ a beast of a team behind the company
we are not a startup and not amateurs.
β’ π§ deep industrial, engineering & hydrogen manufacturing expertise
β’ π« rolls-royce representation on the board β huge credibility
⒠𧱠this is the calibre of team needed to build a global electrolyser business
βΈ»
π we stand among the global pem giants
itm sits beside the biggest names in green hydrogen:
plug power, bosch, nel asa, ongi hydrogen, bloom energy, hygreen, peric, mcphy, electric hydrogen, thyssenkrupp nucera, john ****erill, cummins, hydrogenpro, sunfire, ohmium, longi
these are the companies shaping the future of hydrogen β and itm sits at or near the top of this group.
this is our real peer set.
this is the scale of industry we belong to. πβ‘
βΈ»
β‘ huge global projects underway
β’ βοΈ grid stabilisation as renewables surge
β’ π¬π§ har1 / har2 / har3 hydrogen production rounds
β’ πͺπΊ thousands of miles of eu hydrogen pipelines
β’ ποΈ the hydrogen backbone becoming national infrastructure
we are at the beginning of a multi-decade build-out. β½β‘οΈβ‘
βΈ»
πππ’ hydrogen in transport β land, sea & industry
land transport
β’ π trains
β’ π buses
β’ π hgvs
β’ ποΈ municipal fleets
automotive giants fully committed
bmw, hyundai, toyota, mercedes, jcb, volvo
these companies donβt invest billions in technologies with βno future.β ππ¨
shipping
the maritime industry is shifting fast to hydrogen & ammonia
one of the biggest decarbonisation markets on earth β and a massive driver of electrolyser demand. βπ
βΈ»
π° financial strength & r&d depth
β’ π· ~Β£200 million in the bank
β’ π§ͺ 25 years of hydrogen r&d
β’ π billions in global hydrogen research accelerating scale & cost reduction spent by 100s of companies.
βΈ»
π market recognition
β’ β interactive investor top 5 pick
β’ π seen as a long-term strategic hydrogen leader
β’ π financial times: europeβs fastest-growing companies
β’ π¬π§ no.1 manufacturer in the uk, top 10 in europe
βΈ»
β soβ¦ why the massive decline?
it simply does not align with:
β’ π sector growth
β’ ποΈ policy support
β’ ποΈ global infrastructure expansion
β’ π corporate adoption
β’ π· strong cash reserves
β’ π― strategic positioning
β’ π€ tier-1 partnerships
β’ π our global peer group
this looks like a total mispricing.
βΈ»
hydrogen is scaling. electrolysers are essential. governments are backing it. industries are converting. oems are adopting. and itm power is positioned right at the centr
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