Member Info for whatabout

Intrigued I’ve missed that one. Which cell companies are they holding 10% in?

Cross contamination of ideas? Have a look at H2Bus consortium which includes Wright Bus Ryse Hydrogen Ballard Everfuel and Nel who are supporting the large scale adoption of H2 in public transport Sadly ITM apparently are not involved despite their connections. and Nel are the supplier of electolizers across Europe which some success as my post earlier this week

I think you’ll find that the link is Jo Bamford from Ryse Hydrogen also owner of Wright Bus and a board member of JCB . JCBResearch s a major share holder of ITM

https://news.cision.com/nel-asa/r/nel-asa--enters-into-framework-agreement-for-delivery-of-electrolysers-in-france,c3093166
Nel is still doing business in Europe despite the problems we all face

My H2 portfolio all seems to be down including Afc Nel Ballard and Ceres

ai suspect it was my question which you refer to. I’ve since opened an account with Hargreaves as my broker won’t deal in Norway

How big is his shirt, are we talking over 18 inch collar?

I agree as expected albeit somewhat surprised how low revenue was compared to the 2018 contracted value and the hit they have recognised for project delays. Fuel sales on the other hand representing 10% of revenue is an interesting number . I will wait patiently for a point to buy in again as I am sure ITM have a great future ahead of it.

Thanks Toneman I’ll look into that

toneman are you invested in Nel and if so what platform do you use I am looking to buy in but my broker won’t deal on that exchange Thanks

interesting if you look at other H2 related shares several have the same chart profile with a substantial rise in late Dec early Jan followed by a marked decline around this time. Monday will be a turning point one way or another just as Ceres was today

RNS states Bosch have received irrevocable commitments for this number of shares

i wonder if it’s Invesco selling down their holding. Just read in the Times about the level of redemptions they suffered in the last quarter.

half a page in the times today and generally positive on H2.

0918 and over 3 million shares traded already.

NMC response and recovery is something BUR could learn from perhaps

I thought he said in an interview some time ago he had closed his position shortly after making public his position as the effect took him by surprise

The H2BUS consortium includes Wrightbus and amongst others Nel who produces Hydrogen refuelling plant. They have big plans to rollout H2 buses and together with fuelling options. Shame ITM aren’t part of the group, if the suggested link to Bamford is correct. Of course ITM did provide the fuel system for the bus in Pau.

Agreed with all and if i’m correct GC still has 5.7m options available over the next three years. That said let’s see how the market views the sales by three directors, I suspect we’ll be lucky to be above 55 at close.

Bit if a shocker and they did it after hours. If they don’t believe then why on earth should we