Itm Power Share Discussion Threads

[grahamwales] 10/5/2024 02:56

Meanwhile no problem in Germany. ITM needs to move there ASAP there is no reason to stay in the UK.


German gas operator says 20% hydrogen blending trial in 100 homes has been ‘100% trouble-free’ after six months

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[grahamwales] 10/5/2024 02:54

Oh look just what this oil loving government wanted.

I dread to think how much money it would cost to replace every boiler with a heat pump. Not going to happen for tens of years if at all 😂😂😂😂

Ministers halts plan to create 'hydrogen town' amid protests at safety of switch over from natural gas and questions over role of technology in helping reach Net Zero target

[grahamwales] 10/5/2024 02:45

Investment manager

So do they invest on behalf of clients ?

[pj84] 09/5/2024 20:40

grahamwales, I wonder whether the Abrdn stake includes the private investors investing through ii now owned by Abrdn, so that it is similar the Hargreaves Lansdowne holding?

[grahamwales] 09/5/2024 14:28

Plug deep in the cack. Manufacturing PEM electrolysers is not easy thankfully ITM have learned from its failures and well ahead of the competition.

[grahamwales] 09/5/2024 14:18

Think he mentioned 2 new products to come so could be Chronos or one other

[stevepud] 09/5/2024 13:29

Didn’t Dennis announce this in their last presentation in Jan that they had a new product called Chronos? Nothing has been said about it since except they made a patent application almost at the same time?

[grahamwales] 08/5/2024 21:23

Memory not the best but can’t say I have noticed ABRDN PLC being a major holder before. Is it a name change

[grahamwales] 08/5/2024 10:57

Moon
Not sure we will get an RNS for product launch as already been mentioned via LinkedIn. Last years trading update was beginning of June so probably be around same time.

[moontheloon] 08/5/2024 10:32

You think they signed as well as having a free item of fruit?

[moontheloon] 08/5/2024 08:46

Did Dennis announce new product launch on linked in? 13th? Is that results day also as no rns stating any specifics

[grahamwales] 08/5/2024 08:07

I’m sure there will become a point of no return. Only a matter of time when a chain reaction will occur where temperatures will increase even if less carbon is emitted.

Climate change: World's oceans suffer from record-breaking year of heat

[bmel] 07/5/2024 15:16

A material announcement would indeed be timely.

[sonic25] 07/5/2024 10:40

Webinar on Liquid Hydrogen Truck Refueling.

Tomorrow @ 9am (London Time).

[moontheloon] 07/5/2024 10:30

I really can't see 100mw system... think that is jumping way ahead. Unless it drives Economy and makes itm untouchable on price and tendering

[grahamwales] 07/5/2024 10:15

Green hydrogen hub approved

[moontheloon] 07/5/2024 10:01

When I went past goods onward yard last time Its only filleting but i noticed many seemingly smaller units In white with ladders. It's only a second or two glimpse you get between the trees northbound m1 and meadowhall turn off. I think they'd be willing to do a factory tour now I I'd have a conversation last year with Collins the IR man now sales...

[grahamwales] 07/5/2024 09:59

Interesting

With the tie into Hygen could be 10mw plug and play units. Would be major if they could achieve that 😁.



The two-phase collaboration will see 50 MW of Neptune Plug and Play electrolysers across several projects, many of which will be based on UK government HAR2 or similar funding programmes, followed by 150 MW of larger-scale modular electrolysers. Each project will be subject to a Final Investment Decision (FID).

[moontheloon] 07/5/2024 09:57

Thanks bmel. Imagine if it's the complete package from oyster and it's a contained unit taking sea water and functioning within a turbine. That's the holy grail with water shortage and usage being a factor in some situations

[bmel] 07/5/2024 09:45

Graham. A few thoughts…̷0;

Norbus - suggests a 100MW packaged unit - that is a scale that suits the bigger market sector that we are aiming for and reflects the order scale that is being placed. That seems logical to me.

Moon - alkali is a different technology and would be an engineering/market distraction of the type that Mr Schulz stamped hard on when he arrived. If a customer like RWE wants alkali they will be buying Sunfire (as per the RWE test site that we are already part of).

My, somewhat fanciful, but radical new product would be a 4MW or 5MW stack that has the same size/footprint as our 2MW unit, but I think that is somewhere further down the line.

I wonder about the salt water kit that Moon mentioned as we did spend some time on that, and I cannot recall any mention of it when Dennis did his engineering/design clear out. So maybe it has been quietly worked on, but I wonder about the economics of multiple ‘mini’ electrolysers across a North Sea wind farm with associated hydrogen storage and transport, versus transmitting the power to a large scale shore-based plant tied directly into a pipeline network or a major off-take plant across the street.

BUT it would be a real big advantage in parts of the the world where fresh water is limited, but sea water is plentiful, like Australia, Middle East, Chile, North Africa, quite a lot of Southern Europe and I am sure lots of other places that are very windy, sunny and arid. So maybe that would be a big winner.

We will find out soon enough . . . . .

[moontheloon] 07/5/2024 09:05

If it was compatible with factory I'd do a alkaline 2mw variant. To cover all bases. Or a salt water driven pem. I have no idea of internal differences of alk v pem but think that would open up a bigger market. I think alkaline is probably Edging it on systems confirmed or in action? Again another guess .. but this is a guessing exercise. Happy to be told why this can't happen ... or why it can