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Dennis isn’t just getting closer to profitability and major hydrogen contracts… he’s getting closer to a knighthood

At this rate the next RNS will be:

“Hydrogen confirmed as an official royal warrant holder.” 👑⚡️🤣

Https://www.gov.uk/government/calls-for-evidence/flexibility-in-electrolytic-hydrogen-production-and-use

🚀🚀🚀🚀🚀🚀🚀

let’s step back and remind ourselves exactly where itm sits in this global transformation — and not let this share price confuse anyone! there has been massive increase in hiring, board member additions and expansion 🚀💡

let’s have a recap …

⸻

💼 a beast of a team behind the company

we are not a startup and not amateurs.

• 🧠 deep industrial, engineering & hydrogen manufacturing expertise

• 🛫 rolls-royce representation on the board — huge credibility

• 🧱 this is the calibre of team needed to build a global electrolyser business

⸻

🌍 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 — 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. 🌐⚡

⸻

⚡ huge global projects underway

• ⚙️ grid stabilisation as renewables surge

• 🇬🇧 har1 / har2 / har3 hydrogen production rounds

• 🇪🇺 thousands of miles of eu hydrogen pipelines

• 🏗️ the hydrogen backbone becoming national infrastructure

we are at the beginning of a multi-decade build-out. ⛽➡️⚡

⸻

🚆🚍🚢 hydrogen in transport — land, sea & industry

land transport

• 🚆 trains

• 🚌 buses

• 🚚 hgvs

• 🏙️ municipal fleets

automotive giants fully committed

bmw, hyundai, toyota, mercedes, jcb, volvo

these companies don’t invest billions in technologies with “no future.” 🔋💨

shipping

the maritime industry is shifting fast to hydrogen & ammonia

one of the biggest decarbonisation markets on earth — and a massive driver of electrolyser demand. ⚓🌊

⸻

💰 financial strength & r&d depth

• 💷 ~£200 million in the bank

• 🧪 25 years of hydrogen r&d

• 🌍 billions in global hydrogen research accelerating scale & cost reduction spent by 100s of companies.

⸻

📊 market recognition

• ⭐ interactive investor top 5 pick

• 📈 seen as a long-term strategic hydrogen leader

• 🏆 financial times: europe’s fastest-growing companies

• 🇬🇧 no.1 manufacturer in the uk, top 10 in europe

⸻

❓ so… why the massive decline?

it simply does not align with:

• 📈 sector growth

• 🏛️ policy support

• 🏗️ global infrastructure expansion

• 🏭 corporate adoption

• 💷 strong cash reserves

• 🎯 strategic positioning

• 🤝 tier-1 partnerships

• 🌍 our global peer group

this looks like a total mispricing.

⸻

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

Emergency services rushed to Crawley town centre this afternoon after a hydrogen-powered bus caught fire near one of the area’s busiest shopping destinations.

https://sussex.news/west-sussex/fire-crews-battle-blaze-on-hydrogen-bus-in-crawley-town-centre/36770/

Shell Energy Europe has signed long-term power deals in Germany to supply its upcoming 100MW REFHYNE 2 electrolyser with renewable electricity from offshore wind and solar.

https://fuelcellsworks.com/2025/11/19/green-hydrogen/shell-locks-in-green-power-for-100mw-hydrogen-project-at-german-refinery

Big funding boost for Britain’s core hydrogen 🚀🚀

https://fuelcellsworks.com/2025/11/14/green-investment/britain-s-core-hydrogen-network-takes-major-step-forward-with-164-million-investment

Check out how it’s done - GREEN IS GO 🚀🚀💚💚

https://youtu.be/d_Soo-6hSxI

Thank you aobfc

Https://www.hydrogeninsight.com/production/-green-hydrogen-has-three-big-problems-to-solve-before-it-can-take-off-linde-ceo/2-1-1894680

Heavy industries using ITM’s PEM tech now getting discounted electricity — 90% off network charges! 💸

That’s £420m in savings to boost steel, glass & cement — and a big win for green hydrogen & ITM Power! 💚🔋🌍

https://www.bbc.com/news/articles/c5ype0gp7lgo.amp

RWE is planning a new hydrogen-compatible combined-cycle gas-fired power station (~850 MW) at the former plant site in Voerde on the Lower Rhine. From day one it’ll be engineered to handle a fuel mix with ≥50% hydrogen, with a path to 100% hydrogen later. 

What this means:

• ✅ Hydrogen supply is scaling up — real infrastructure, real gigawatt scale.

• ✅ Demand for large volumes of hydrogen will follow rapidly, creating more certainty for the hydrogen value chain.

• ✅ For ITM Power’s electrolysis and green-hydrogen production ambitions, this kind of project reinforces that the market is moving from theory to industrial reality.

https://fuelcellsworks.com/2025/10/27/green-hydrogen/rwe-plans-hydrogen-compatible-gas-fired-power-station-in-voerde

🌏 Hydrogen momentum keeps building — and ITM Power technology is part of the story

Exciting news from Taiwan: Linde LienHwa, part of our long-term partner Linde plc, is set to debut the nation’s first hydrogen-powered heavy-duty truck at Energy Taiwan / Net-Zero Taiwan (29–31 October).

The demo will not only showcase hydrogen mobility in action — it’s a milestone in developing the regulatory and operational pathways for hydrogen trucks across Asia.

🚛 Why it matters

Hydrogen fuel-cell vehicles offer what heavy transport needs most:

• ⚡ Fast refuelling

• 🛣️ Extended range

• 🏗️ Higher payload capacity

https://www.gasworld.com/story/linde-to-unveil-hydrogen-powered-truck-at-taiwan-energy-event/2167439.article/

The Future Of Aviation? Rolls-Royce Files Patent For Hydrogen Engine System

https://simpleflying.com/rolls-royce-patent-hydrogen-electric-engine-systems/

Plug just got a broker rating of $7

https://sherwood.news/markets/plug-power-soars-as-hc-wainwright-boosts-price-target-to-usd7-highest-on/

Plug power has gone up 1 billion in the past month… that’s x 2 of our market cap!!!

The European Hydrogen Week, Europe’s leading hydrogen event is coming into 2025 with some big news. We are happy to announce that from this year, the week of all-things hydrogen will be split into two bi-annual events, alternating every year. We look forward to welcoming you to the 2025 European Hydrogen Week Conference edition - the reshaped version of the event that is coming with more: more content, more high-level discussions, more networking and more collaborations.

Let’s dive into the hydrogen world by creating connections, establishing synergies, forging partnerships, and exchanging on all things hydrogen. Be part of the #EUH2Week2025 Conference, taking place in Brussels from 29 September to 3 October.

On 19 September, Alstom announced that it had completed the world’s first journey with a shunting locomotive that had been converted from diesel to hydrogen drive.

The journey took place in Salzgitter, Germany, where Alstom is developing the technique for existing locomotives together with VPS Verkehrsbetriebe Peine-Salzgitter GmbH (VPS, subsidiary of Salzgitter AG) and other partners.

The city of Salzgitter is supporting the project, contributing funding totalling 1.5 million euros from the 50 million euros in structural aid that the city received from Lower Saxony state.

🚍💨 Big moves in clean transit!

Clean Energy Fuels Corp. has been awarded the contract to design, build, and maintain Foothill Transit’s second hydrogen fueling station—a major step forward in their journey toward a zero-emissions future. 🌎⚡

The new Arcadia station will fuel Foothill’s first 19 hydrogen buses and support their growing clean fleet alongside renewable natural gas. This $11.3M project is backed by federal & state grant funding and strengthens a 20+ year partnership between Clean Energy and Foothill Transit.

Foothill already operates 33 hydrogen fuel cell buses out of its Pomona station (built by Clean Energy in 2021), which has been running smoothly since June 2023. With over 11 million riders a year across the San Gabriel Valley, Pomona Valley, and downtown LA, their leadership in clean transportation is setting a new standard for sustainable transit.

🚀 Construction on the Arcadia station kicks off mid-2026, with storage for liquid hydrogen and dispensing in gaseous form.

👏 Hats off to Foothill Transit for driving innovation, and to Clean Energy Fuels for powering the transition to cleaner, greener communities.

Hydrogen Peaker Plant: Owen Sound’s Ambitious Bid for North America’s First Fully Hydrogen-Powered Facility gets the nod

https://decarbonfuse.com/posts/hydrogen-peaker-plant-owen-sound-s-ambitious-bid-for-north-america-s-first-fully-hydrogen-powered-facility