Itm Power Share Discussion Threads

[moontheloon] 15/11/2022 16:49

And will it work on testing after we have the tooling ? .its feeling more and more like an early stage r&d company by the day . At this rate Vlad will get his price targets and more . There should be an EGM. I'm infuriated. I feel for every shareholder who has held with this in good faith over the last turbulent year.

[grahamwales] 15/11/2022 16:48

Skinny

Seems ITM have a penalty clause with customers but didn't get one with the supplier. Cooley should have had it in place and probably the reason he is stepping down. Even makes Linde look like complete idiots.

[baldrick1] 15/11/2022 16:46

Just shorties making dosh here.

[moontheloon] 15/11/2022 16:43

Gimme if the 2mw is exposed to tooling delays , you can bet your bottom dollar the 5mw is . Unless the 5mw is a make or break for the shell deal ...? Size of footprint etc??? Who knows back to the soil bag in the dark follow me my champignons

[skinny] 15/11/2022 16:42

I suppose a penalty clause or two is wishful thinking......

[grahamwales] 15/11/2022 16:42

How did Jeffries get to know it was being delivered next month, isn't that inside information that should have been officially announced to the market. What else is Colley hiding.

[grahamwales] 15/11/2022 16:39

I suppose if the tooling equipment is delivered next month at least it will be sort of positive news. No way should it have taken this long though and what guarantee did ITM have with the supplier.

[gimmethefax] 15/11/2022 16:37

If I had to guess, based on nothing really, other than track record this last year, I would say that the 'update' will be anything but.

But, I am here, hoping for more.

We deserve so much more, and are owed some thorough explanations (Note: I am not talking SP, I very, very rarely am).

...remember the AGM? I can't.

[skinny] 15/11/2022 16:35

FWIW - uncrossed 536,369 @100.90p

[grahamwales] 15/11/2022 16:33

Yeah just seen it WTF is Cooley doing.

Why isn't he claiming loss of earnings from the tooling company or is he using a relative.

Cooley has to go now. Get rid of the plonker FFS.

[gimmethefax] 15/11/2022 16:32

So, how is the 5MW Gigastack coming along? It would be nice to be reassured that this is not held up, given we are told FIDs, expected to be delayed and blah...

...is the 5MW affected by a similar tooling issue, or no..?

We do need a Shell update, badly.

Forecourts closures, old agreements still in date, even with new Motive-Vitol partnership?
Refhyne2.
Etc...

Who knows..

We have projects on the ground using MEP 2.0 (Leuna, and I presume Lingen, if that has even started..?).

....why couldn't this process be repeated... did a special spanner break...? is it simply a speed thing..so MEP 2s are being built, by hand, just at a much slower rate..?

Hate to sound like an old barney rubble, but there are indeed a lot of employees, to have built next to nothing, relative to ambition, and stated capacity targets.



I am all ears.

[moontheloon] 15/11/2022 16:31

Absolute madness gimme.

[gimmethefax] 15/11/2022 16:29

Can't believe that they were not putting MEP 1.0 stacks on the shelf, whilst developing the MEP 2.0.

Our MEP 1.0 would have sufficed, compared to our peers.

Cheaper, for sure, and I will suggest still more efficient than the rest (efficiency can be looked up, cba tbh)

...think Cooley got just as excited as the rest of us... but the difference is he gets paid by us to make the right choices.

I hope, for his sakes, that the silence, while we were screaming for updates, was more due to sheer embarrassment than anything sinister.

[moontheloon] 15/11/2022 16:28

Not a reassuring read gimme. Yes we need contract announcements ... For a product that the market knows we can't produce or deliver ! And all stated revenues ongoing are based on this. Guaranteed slippage expected from our man Cooley

[gimmethefax] 15/11/2022 16:20

"Jeffries stated that “delivery of tooling equipment associated with manufacturing of its first-of-kind 2MW MEP 2.0 stack” is not expected until next month."

[moontheloon] 15/11/2022 15:22

Strong over the pond

[skinny] 15/11/2022 14:59

W chart pattern on LIN.


free stock charts from uk.advfn.com

[norbus] 15/11/2022 14:03

Smokey1o3
Yes. To a small extent, Linde's reputation ison the line . Incentive there to end the nightmare