Member Info for tennents

INEOS in the UK are on the Blue hydrogen wagon. Grangemouth is proposed to be part of the CCS project in NE Scotland pumping CO2 back into depleted fields in the North Sea.

Major green washing.

Despite the ITM event pushing prices down this morning …..we are back up a small amount.

Lots more to go when some of our commercial developments are announced. Holding firm, the hydrogen tide is rising.

Climbing nicely……..very good indeed and some way to go yet.

This is hilarious.

How much coal and lignite are the Germans burning?
How much electricity are they importing from France (nuclear generated)?
How much gas are they going to import from Russia - placing Europe at a strategic geopolotical disadvantge (in simple terms a 'vassel state') to Russian whim?

What is the bet that the new Chancellor puts the closure of the last German nuc stations on hold and lets them run out their working life?

By which time Germany will have established a sustainable hydrogen based economy and stopped being the biggest polluter (and environmental hypocrite) state in Europe.

Haggis

There may indeed be several more announcements that will accelerate progress.

I t will be the ABB announcement around COP that will be the real big kick start.

AFC will be silenced by non-disclosure agreements untill ABB do their launch.

They are the big dog in this relationship.....and they will have the loud marketing bark that we piggback on.

Interesting article about range of ABB activities in hydrogen. Does not mention AFC but paints a bigger picture of the extent of ABB committment in the future of hydrogen.

hxxps://www.greencarcongress.com/2021/10/20211004-abb.htm

Wonderful DW

Make an announcement that breaks a non disclosure agreement.

Then two days later make a second announcement that ABB have terminated the supply agreement.

Just how stupid are you?

Who is paying you for this consistent / persistent stream of negative posts.

Day after day, week after week……..

Poor Garmoan…….all too difficult, all too hard.

All too indicative of a £ per post stream of (used to be) subtle negativity.

Who is paying you for this consistent / persistent stream of negative posts.

Day after day, week after week……..

Poor Garmoan…….all too difficult, all too hard.

All too indicative of a £ per post stream of (used to be) subtle negativity.

Given the small number of RNS announcements of orders how can anyone possibly be surprised at the results just published.

The growing value and volume of quotations is excellent evidence of the energy industry transition that we are a core part of.

Nobody has ever said this would be quick or easy. Genuine and sustainable transformation never is.

That was courtesy of a poster on ADVFN

Perhaps they have not seen the article announcing Linde building a PEM power station at Niagra Falls to produce green hydrogen, opening in 2023.

In H2-View online newsletter.

……and he has not got the money yet.

The fund that launched a couple of weeks ago with INEOS was way under subscribed….tho it has done ok plus circa 12%

Perhaps joe just fancies a financial services income stream when the non- grant assisted sales of his hydrogen/battery buses grind much more slowly

Well this sounds like a glass half empty board today.

Excellent reminder Wilbur

….nothing but broken promises and tumbleweed………really ? lol

Bilbo. The article says

‘Awards in final negotiation’. You seem to have missed the most important word. ‘Awards’ are no longer part of the sales pipeline.

Portfolio

The motor show is ‘nice to do’ but not essential. Janet and John Doe car enthusiast will not be buying, or specifying, our product. The ABB relationship is about creating a fully engineered solution that will include our product and will be offered world wide by ABB.

That is where our guys time will go.

Complicated does not begin to describe it lol. US stock exchange thought so too. Once UMG is listed we should see improvement here.

We now own 7.1% of UMG. It lists on Amsterdam stock exchange on 21 Sept. Will be intersting to see what impact that has on oour NAv and the discount. I suspect it will be positive .

A good addition of another very high quality consumer brand business to the portfolio.....and an end to the SPAC uncertainty.