This is my first post here on the forum. Though, I have read valuepickr for many years and value the detailed opinions and work done by many of the stalwarts. I am a full time investor who grinded my time towards freedom - both by saving and investing. It seems like many do not really understand this space and maybe my 2-cents might add some value to a few of you researching on companies in this space. The value chain has not really developed here in India in this space. I might create a company within this space since I have experience within Semi/Solar/Storage for the past 2 decades. There are few unlisted companies that do work on electrolysers - Ohmium, etc. Adani/Reliance, etc might benefit in the long term. However - smaller companies that work on basic building blocks (power conversion) for hydrogen conversion are few and far between (none within India). Good luck for the interesting treasure hunters. I’ll keenly watch this space.
For people to just better understand why Hydrogen is important:
Green Hydrogen: My views on the sector. A story to unfold?
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