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I am hoping Voleon or Qube increased their shorts yesterday without knowing Helicon's closing, haha. Let them eat each other.

But why Qube and Voleon haven't changed then?

Did really Helicon reduce their short yesterday? And perhaps reduced further today?

To add to that, Voleon previously increased their shorts at 63p in March.

Literally their pants on fire.

Last Thursday, Voleon thought shorting us on 71-72p levels is a good idea after all these good news. You can't make it up.

Heading upwards of £1 he says (EUR 1.15).

https://news.financial/comments/itm-power-lahontan-gold-droneshield-uncertainties-present-buying-opportunities

Last month Costain returned to FTSE 250 after 20 years with a 525m market cap. We are now almost there (518m).

You never know, we might hear that as well soon.

Well, being greedy, they didn't close their shorts at 59-62 level, they will pay the premium price from now on.

And look at this way. We will probably be OK until 2032 even if we don't get any contract. The guarantee period of your shares are extended. Enjoy.

Just think where would we now after the war news without cash if we didn't have that raise. Shortest couldn't even test 59p at worst times.

I sensed it something big is coming after their meeting, Dennis kept thanking them in LinkedIn.

Basically government is sponsoring the cost of Chronos manufacturing line. 46.5 million grant is wonderful news.

Xmas came early!

FY26 cash guidance improved to between £210m and £215m (from previous range of £170m-£175m), reflecting the funds from the Subscription.

A UK consortium led by Jo Bamford’s HydraB group has secured €20m ($22.9m) in EU funding to explore establishing a hydrogen transport hub in northern England.

The Lighter than Aire (LTA) consortium said the EU’s Clean Hydrogen Partnership funding will support the development of over 4,500 tonnes of green hydrogen production capacity, and the deployment of more than 150 hydrogen trucks.

It could span from Bradford along the Aire–Humber corridor, to build a “centralised” hydrogen supply network for logistics and construction vehicles.

HydraB’s companies, N-Gen and Hygen Energy, are building a 35MW green hydrogen project in Bradford thanks to revenue subsidies from the UK government’s first hydrogen allocation round.

Don't celebrate too early.

Shorters trying to make few bucks over the news of war, Voleon Capital increased another 0.1% yesterday and now their short is %0.60.

Time for the news for us from Germany. Come on Mr Schulz.

If you noticed he is in Houston, at CERAWeek, the world's premier energy conference.

He has shared this after the panel he attended.

Europe is clearly at the centre of activity, with energy sovereignty and resilience now front and centre.

Demand for green hydrogen is building in layers. Today, it is mainly driven by existing hydrogen users decarbonising their operations, such as refineries, and by energy companies looking to manage and store renewable power. At the same time, industries like steel, cement and paper are starting to move. In most cases, this begins with blending and then progresses to fully displacing natural gas over time.

Infrastructure will be a major unlocking factor, which is why Europe is investing heavily in hydrogen pipelines and storage. This will allow production where renewable energy is abundant and transport to where it is needed.

On technology, the cost narrative is shifting. Scale, vertical integration, standardisation and modularisation, alongside continued innovation in cost-effectiveness and energy efficiency, are driving real progress. The market is moving forward, even if not always at the pace some would like.

Ultimately, nothing replaces delivery. The lessons from real-world deployments are invaluable. Getting projects built and operating at scale is what creates confidence, bankability and unlocks further investment.

At ITM Power, we are already seeing our customers operate projects profitably, demonstrating that green hydrogen can work on a commercial basis. This takes away early-mover risk and helps unlock faster adoption across industry.

Dennis also shared this in LinkedIn with these words.

As the FEED study has been progressing well between our customer Uniper and ITM Power, we are pleased to see planning permission now granted. Excited to keep progressing this large-scale project in the UK together!

Wonderful. I would expect some fast track decisions from now on.

Trying to boost AFC not long time ago here, after 30% drop, Garmoane is still here. Again, no shame at all.

ITM is down 2% last month against all things happening.

National Gas confirms first 300-mile phase of UK hydrogen backbone

The first 300 miles of the UK’s hydrogen backbone will be built along the East Coast of England, National Gas has confirmed.

The network operator said the first phase of Project Union would connect industrial hubs in Teesside, Yorkshire, and the Humber down to the East Midlands.

It will form the first segment of the planned 1,500-mile national hydrogen network to transport the gas from production and storage hubs to end-users.

https://www.h2-view.com/story/national-gas-confirms-first-300-mile-phase-of-uk-hydrogen-backbone/2138544.article/

Yes NewKOTB, looks like shorters put a barrier on 65p but will be smashed if there is another news on the way. There is a persistent buyer lately.

Another good news from Germany.

The European Commission has approved a payout of €4.6bn ($5.3bn) from its Recovery and Resilience Facility (RRF) to Germany following the country successfully hitting 22 programme targets, including for hydrogen projects.