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It is mad.

Do they use old dirty tactics? sell from above, buy from below with another pocket? I cannot see that from the ownership tracker either.

C'mon Dennis, give us a good Hydropulse news! Let's burn these next Thursday!

They increased another 0.13% on Friday.

You know what, increase more everyday, we will see what happens next week. I am enjoying this.

Happy Friday everyone:)

I was just checking their website.

The services offered by the Stablegrid Group cover the entire process: connecting to the existing power grid, producing hydrogen using electrolysers, injecting and withdrawing hydrogen and utilising it or reconverting it. As a patent owner of dual directional salt cavern storage facilities, the Stablegrid Group specialises in this area.

Not sure how Plug will continue like this. They ended the third quarter with about $550 million in cash and approximately $1.1 billion in debt.

Their shares plunged 20% in premarket trading to $1.71 after the company announced a capital raise on Tuesday evening. Plug Power said it would offer $375 million of convertible notes, which can become more shares outstanding. That dilutes existing shareholders’ stake in a company.

Plug Power said it will use about $243 million of the proceeds to repay principal and interest on its 15% secured debentures. That is expensive funding.

These are the best possible days that shorters could close some of their shorts (if they find any seller of course), there is no chance they can do that in the blue days. Especially Qube, playing up and down with the limited amount.

Have noticed recently Storebrand Funds jumped the boat too. They bought 664k last month.

They are the fifth largest fund company in Sweden.

I am expecting Qube & Helicon will not be able to close their shorts once the good news coming in. It will be too late.

Another 0.10% to 0.81% last Friday where we have seen an increase in SP.

Someone is shorting but someone else is buying more than the shorts.

Mine is around 45p, just bought again for usual pay day top up. So, could be 45.2:)

We are patient about Hydropulse, the buses will come one after another, there is no doubt.

How did you know NewKOTB? There is a reason that his nickname is Garmoane in AFC board:)

I wouldn't take him seriously tbh. As you noticed already, you cannot see him in blue days.

Some more German interest.

Grünes Geld, a German company increased their shares in September.

GG Wasserstoff, their investment fund exclusively for hydrogen bought 860k last month and now they have 1.14m shares.

You might have guessed their name means green money.

In the meantime, L&G Future World Multi-Asset Fund sold 407k. They have still 922k.

The best scenario, two big RNS in a row from Hydropulse, re-rate to 1.5-2 levels (without letting them to close) then a short squeeze.

This is a post in LinkedIn that acknowledges our potential:

Rumours of the death of green hydrogen have been greatly exaggerated #29 integration cost reductions. Some commentators argue that Balance Of Plant (BoP) costs will not come down, as they do not benefit from Wright's Law, which applies only to stack components that can be mass-manufactured.

BoP, so we are told, cannot reduce costs significantly, as it is established process engineering. Someone needs to let ITM Power know this, as they are claiming a ~50% per kW cost reduction on hydrogen plants down to €1000/kW for their new 50 MW standard offering, mainly through integration savings.

I have been watching ITM for a long time now as one of the most credible players in the PEM electrolyser space, so I believe they will deliver. This is based on experience few other players can match:

1. Long history of technology development through multiple EU Horizon projects from kW to MW

2. Engagement with Shell in the Refyne project. Getting through Shell technology qualification processes and getting to a second project is no mean feat.

3. Overcoming growing pains through difficult corporate restructuring to focus on core product mix, industrial-grade quality, and offering pre-integrated systems. A case study in turnaround from distress to success.

PEM may have a distinct value proposition for off-grid projects fed directly by renewable energy, so it would be great to see ITM deliver at a price point that makes this competitive. The "overly ambitious" targets of the hydrogen industry increasingly seem within reach.

I agree, that's why our guys keep on banging about Iberia and Scandinavia.

Copy and use the full link to open the page please.

Yes, you can see why Iberia (Spain and Portugal) is a big target for ITM. See the electricity prices for non-household consumers, second half 2024 in Europe.

https://ec.europa.eu/eurostat/statistics-explained/index.php?title=File:F6Electricity_prices_for_non-household_consumers,_second_half_2024_.png

And Qube increased again yesterday to 0.71%. It is mad that they are still playing with fire by trusting the drop in US markets.

A good RNS tomorrow would burn you so quick.

Some live feedback from Hydrogen Technology World Expo:

We are thrilled to see the incredible interest and excitement surrounding ITM’s new flagship ALPHA50 system, unveiled at Hydrogen Technology World Expo. The crowd’s attention says it all. Innovation, scalability, and performance are at the heart of this next-generation electrolyser.

💧 50 MW full-scope green hydrogen plant

⚙️ Modular. Compact. Globally deployable.

⚡ Powered by our state-of-the-art TRIDENT stack platform

It’s fantastic to see so many industry leaders recognising what’s next for large-scale green hydrogen.

https://www.linkedin.com/posts/abdullah-rehman-53756568_alpha50-itm-alpha50-activity-7386318981655322624-s7UZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAABA2ngwBv33S05zidRt9-eHb3r6OTDG-Kxs

There is a bit more good news here about its cost.

The UK-based manufacturer said the plant’s “compact footprint” would allow it to be integrated into larger, multi-hundred-megawatt systems.

ITM said the €50m “full-scope” price covers the complete plant – including water purification, all electrolyser skids, BOP, and control systems – but excludes site-specific costs such as shipping, installation, and civil works.

The stated price of around $1,166/kW places it highly competitively against Western systems currently being marketed at $2,000–$2,500/kW, according to some reports.

CEO Dennis Schulz told H2 View the Alpha 50 would outperform comparable PEM, alkaline, and even Chinese systems on total installed cost.

ITM will produce the core skid including stacks at its factory in Sheffield, while the remaining BOP skids will be assembled in selected module yards, depending on project location. “This is a proven approach in the EPC world,” Schulz said.

The plant’s skidded modularity is based on a system allowing each 40ft skid to be easily put together on site, H2 View was told.

Furthermore, the plant can be scaled up or down in 10MW increments, allowing the firm to meet a range of project requirements.

“Alpha 50 is optimised for maximum hydrogen output and maximum plant availability,” Schulz said, explaining the plant features duplicates of failure-prone components like pumps.

https://www.h2-view.com/story/itm-launches-standardised-50mw-green-hydrogen-plant-at-e50m-full-scope-price/2133740.article/

Well well well. See how confident he is.

Dennis Schulz, CEO, said: "Our containerised 5MW plant NEPTUNE V redefined how mid-size projects are executed today. It's now time to disrupt how large-scale projects are deployed. ALPHA 50 makes available our high-performing and proven technology in the most competitive full-scope solution for large-scale projects. ALPHA 50 will transform the industry and set a new standard for execution at scale."