Member Info for Spuders

⚡ Energising the Grid of Tomorrow! ⚡GREEN STYLE 💚🚀

We’re thrilled to see Terra Firma Energy step up with not one—but two hydrogen-ready MTU 20V4000 L64 FNER gas gensets for their 5 MW flexible generation project in Droitwich Spa, UK. These units can ramp to full load in just 120 seconds, providing instant backup power when renewables like wind and solar dip—or demand spikes unexpectedly

https://hydrogen-central.com/terra-firma-energy-limited-invest-in-two-hydrogen-ready-mtu-20v4000-l64-fner-gas-gensets-for-their-5-mw-flexible-generation-project-in-droitwich-spa-uk/

We’ve already got GW reserved/ in production, four years to go… I wouldn’t want to be out of this share 🤪🚀!!

More than 550 GW of installed electrolyser capacity is needed globally by 2030 in order to meet the Paris agreement targets (IEA). Further, 100 GW of that capacity needs to be in operation in Europe by 2030 to meet the EU targets

🌍⚡ Scaling Hydrogen: From Ambition to Action

The International Energy Agency (IEA) forecasts that to stay on track for net zero by 2050, the world needs 550 GW of operational electrolyzers by 2030 — a five-hundredfold increase from today.

“The UK government needs to hurry up with funding!!

This is where ITM Power comes in.

✅ Proven PEM electrolyzer technology

✅ Industrial-scale projects already underway with global leaders

✅ Positioned at the heart of the UK’s hydrogen ecosystem

Targets are meaningless without delivery. With the right policy framework, ITM Power can help turn ambition into reality — building the capacity the UK and the world urgently need. 🌱⚡

👉 Hydrogen isn’t just climate policy — it’s industrial strategy, energy security, and net zero leadership.

ITM Power deserves its place in the FTSE 250.

CHRONOS is a game changer and a major turning point for ITM, this puts the 500MW & 300MW Projects securely on the market with plenty more big orders in the GW range to follow very quickly!

🩳 had no idea what they’re doing no 💩 news to find 🤣.. just the worlds best PEM COMPANY able to offer hydrogen to every kind of project 🚀🚀🚀

Just remember this when buying or selling …

🇺🇸⚡ The U.S. now sees PEM electrolyzers as a national security priority.

🔋 Energy independence

🛡️ Military readiness

🏭 Secure supply chains

🌍 Tech leadership

Hydrogen isn’t just clean energy… it’s security. 🔑

NATIONAL SECURITY

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

🧐 .. a brilliant idea … let’s short the UK’s fastest growing company and top ten in Europe

🩳 they can’t escape the mess without loosing a lot 💰 ?

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

ITM Power is ranked the fastest growing manufacturing company in the UK and is in the top ten across Europe according to the Financial Times

The shorts are stuck, hoping for some 💩 news but there’s none 🤣… I can’t wait 🚀!! Our order book is filling up! At what stage do they want out?? Would assume before a 500mw lands or a 300 😉

13.08.2025 - ITM Power is pleased to announce it is the selected supplier of our 20MW POSEIDON modular electrolyser platform.

25.06.2025 - Launch of Hydropulse - 12 Months In The Making

23.06.2025 - ITM Power is pleased to announce that we have signed the Front-End Engineering Design (FEED) contract for Uniper's 120MW Humber H2ub® project. HAR2

17.06.2025 - Selected for a large-scale green hydrogen project In the UK. Alongside a seperate smaller project in the UK. Both involving Poseidon 20 MW electrolysers.

12.05.2025 - 300MW - ITM Power is pleased to announce that we have signed an agreement as the supplier of over 300MW of electrolysers to produce green hydrogen for use in a power plant in the Asia-Pacific (APAC) region.

09.05.2025 - ITM Power is pleased to announce that we have signed a contract to supply a NEPTUNE II unit to a leading Spanish cement producer.

08.05.2025 - 120MW - ITM Power is pleased to announce that we have been selected by Uniper for their 120MW Humber H2ub® (Green) project. The project was recently shortlisted as part of the UK's Hydrogen Allocation Round 2 (HAR2). ITM will deploy six 20MW POSEIDON core electrolysis process modules into the project.

06.05.2025 - ITM Power is pleased to announce that we have signed a contract to supply a NEPTUNE V unit to Westnetz GmbH, a Dortmund-based German distribution system operator for electricity and gas.

31.03.2025 - ITM Power has signed an agreement with Deutsche Bahn AG (DB) to collaborate on sustainable transportation and infrastructure, specifically in the field of green energies, such as green hydrogen and its derivatives.

13.02.2025 - 20MW + potential 40MW

Signed contract for 4 x Neptune V Units 20MW with the second phase expected to be an additional 40MW

27.01.2025 - UNLIMITED MW - TRIDENT has been successfully registered in Australia

24.01.2025 - Contracted to develop 10MW green hydrogen production plant

23.12.2024 - 15MW - signed a contract to supply three NEPTUNE V units

20.12.2024 - 50MW - selected as the technology provider for a 50MW green hydrogen production site.

08.11.2024 - 5MW - our first contract to sell a NEPTUNE V 5MW unit to Guttroff GmbH

13.08.2024 - 100MW REFHYNE II contract signed

16.07.2024 - 2MW Capacity reservation

08.07.2024 - 500MW capacity reservation with 2 Global industrial customers.

26.04.2024 - 200MW - selected as preferred supplier to Hygen

Yes, there’s chatter about the Trump–Putin meeting today — and some will try to spin it as a reason for short-term jitters in our share price. Let’s call it what it is: scaremongering. 📉🗣️

The hydrogen roadmap we’re delivering on is built for a future where Europe doesn’t have to rely on fossil gas from anyone — especially not from regimes that weaponise energy. 🛑⛽🚫

Every electrolyser we deploy, every green hydrogen project we deliver, is one step closer to making sure criminals can’t hold Europe’s energy supply hostage. 💪🌍⚡

The mission hasn’t changed. The world still needs hydrogen. The world still needs ITM Power. The roadmap is moving forward — no meeting in the world changes that. 🚀🌱

Jaffjoon , I was really hoping to win a factory tour ticket myself — but I guess I’ll have to settle for basking in the glory of Spuders’ uncontested victory! 🏆🚀

Still, if your “72-seed planting” theory holds water, maybe you deserve visiting rights to the trophy… or at least a guided tour of the car park outside the factory. 😉

Well done on the result and hope they take you

to the next chapter 👍

Cash reserves ended the year strong at £207.0 million, beating expectations of £160–175m—caused in part by a positive second half cash flow.

I’ll take a punt 🫣

Thursday closing sp 72p

Friday closing sp 74p

Plug Power Q2: Turning the Margin Corner and Charging Ahead ⚡

Plug Power just delivered a dynamic Q2, and the numbers speak volumes:

• Revenue climbed 21% year-over-year, reaching $174 million, easily beating consensus (~$158 M) and marking strong traction across its hydrogen platforms—GenDrive fuel cells, GenFuel infrastructure, and GenEco electrolyzers  .

• Electrolyzer revenue tripled, surging to about $45 million, reflecting global scale-up and commercial momentum  .

• Gross margins jumped from –92% to –31%, thanks to cost discipline under Project Quantum Leap—think streamlined ops, workforce optimization, hydrogen pricing improvements, and renegotiated supply contracts   .

• Cash flow and liquidity improved: net operating and investing cash outflows dropped over 40% y-o-y, leaving Plug with over $140 million in unrestricted cash plus access to $300 million in debt capacity  

PLUG POWERS PEM : Electrolyzer revenue tripled….those 🩳🩳 are watching and filling up quick 💩, the exit is 22million buys away 🚀

If ITM Power made butter, they’d probably call it “HydroButter”

Things are getting wild out there now check out this https://www.dailymail.co.uk/news/article-14991007/amp/Bill-Gates-backed-butter-CARBON-slammed-disgusting-billionaire-admits-strange.html

Wow—Elon Musk’s xAI has rushed to power its “Colossus” supercomputer in Memphis using mobile natural gas turbines, notably without proper air permits—and emitting vast amounts of smog-forming pollutants, like nitrogen oxides, in an already over-polluted area.   

This is where green hydrogen could shine as a sustainable, clean alternative. Instead of burning polluting gas turbines, data centers like this could be powered—or backed up—by green hydrogen, generated via renewable electricity, producing zero carbon emissions and only oxygen as a by-product. 

That’s exactly what ITM Power’s Hydropulse is designed for. Hydropulse, a wholly-owned subsidiary, offers green hydrogen as a service—building, owning, and operating decentralized, modular PEM electrolyser plants (based on the NEPTUNE design) to supply clean hydrogen directly to customers, with zero capex, zero technology risk, and long-term offtake agreements.

https://youtu.be/fuVa6-fZ0_k?feature=shared

🚀 Big hydrogen news from Mainz!

Mainzer Stadtwerke and Linde are upgrading their decade-old hydrogen facility ⚡ — swapping out the original electrolysers for modern 5 MW units and giving the station a fresh, green future 🌱💨.

Given Linde’s strong joint venture with ITM Power 🤝🔋, it would be brilliant to see ITM’s world-class PEM stacks powering this project.

https://renewablesnow.com/news/mainzer-stadtwerke-linde-to-upgrade-10-year-old-german-hydrogen-plant-1279897/

750 Billion energy deal !

The 🍊 man makes deals some good and some impossible…

https://m.youtube.com/watch?v=xPeEQ7zAs8Y

Make up your own mind

EH2 has now achieved Unicom status 🦄 1 Billion value

ITM £400 Million ?

Research EH2 PEMs they have the same factory size and no PEM official installed!

Seriously once you join the dots ITM power are worth 🚀£2++ in my opinion!

The recent UK Investor Magazine article on ITM Power is generating serious attention—and the momentum seems real! 🔥

https://ukinvestormagazine.co.uk/itm-power-from-losses-to-profits-is-this-green-hydrogen-group-on-its-inflection-point/

🔋🌿 Big News: Statkraft Advances 400 MW Green Hydrogen + Ammonia Project in Shetland!

Hey #GreenH2 community! ⚡⚙️ Here’s a huge milestone for the UK hydrogen space:

📍 Location: Scatsta Airport, Shetland Mainland — right by the Sullom Voe Oil Terminal and Gas Plant

⚡ Scale: Up to 400 MW electrolytic hydrogen → green ammonia plant

🌬️ Power Source: Excess renewable energy from Statkraft’s wind farms (Mossy Hill, Energy Isles & Beaw Field)

⚓ End Uses: Sustainable fuel for marine shipping & decarbonising fertiliser production

📅 Timeline: Targeting construction from 2028–29, with grid in by c. 2032

https://fuelcellsworks.com/2025/08/06/green-investment/statkraft-shares-plans-for-green-hydrogen-scheme-in-shetland