Itm Power Share Discussion Threads

[skinny] 26/7/2024 20:04

barnes - no problem with you being short - a practice I've used many time in years gone by on the indexes, but your gratuitous gloating is a bit tiresome - I've known your handle for years - so please calm it down?

[wooster4] 26/7/2024 17:19

Where’s your stop barnes

[merlin43] 26/7/2024 17:08

In my opinion you can not have a short, and not offend. Shorting is borrowing someone else’s shares without their permission. That is theft. Extraordinarily it is legal but in my eyes is totally morally unacceptable.

[barnes4] 26/7/2024 15:38

Skinny

I have a short that’s all and enjoy when I am winning

Not out to be rude or offend

[skinny] 26/7/2024 15:20

barnes - you are walking a thin line - you add nothing to this thread.

[grahamwales] 26/7/2024 15:19

Getting lots of visitors these days


It was a pleasure to welcome the Rt Hon Lord Mayor of London Michael Mainelli and the Lady Mayoress Elisabeth Mainelli to the factory along with Master Cutler Charles Turner DL and Mark Huxley FRSA, Master Entrepreneur. The Lord Mayor has an impressive engineering background, and so we gave him the opportunity to assemble one of our test electrolysers to fully understand our approach to electrolysis. The Rt Hon Lord Mayor of London is an international ambassador for the UK’s listed businesses, and as the first hydrogen focussed business to join the London Stock Exchange in 2004, we thank him and his team for spending time with us to understand our technology, and look forward to future collaborations.

[barnes4] 26/7/2024 14:59

This is magnificent

[skinny] 26/7/2024 13:02

sonic - the numbers are starting to gather pace :-

"The scheme will support investments in the production of renewable hydrogen with an installed capacity of at least 100 MW. "

[grahamwales] 26/7/2024 11:17

Barney where the f are you sell your house and stick it on some more shorts. Price going the wrong way.

[sonic25] 26/7/2024 11:14

Commission approves €1.2 billion Spanish State aid scheme to support investments in the production of renewable hydrogen to foster the transition to a net-zero economy.

[skinny] 26/7/2024 10:58

Tick tick :-

[bjfanc] 26/7/2024 10:50

Second time round.6.5 to go

[clabburn] 26/7/2024 10:02

Great to see this finally get over the line. Interesting questions about profitability and what it takes for PEM produced hydrogen to become commercially self-sustaining. In my mind it's always been about cost parity with grey hydrogen and whether this is reached with the help of government subsidies or a carbon tax on steam methane reforming (or both). In the near term there is also a massive EU target for 2030 that industrial hydrogen users are going to have to do something about and this should drive a wave of FIDs in the next 12-18 months. For ITM it still means we need yet more patience as we now wait for construction and commissioning stages to progress but hopefully the factory will get steadily busier through 2025-6 and go into overdrive from 2027 onwards.

[grahamwales] 26/7/2024 09:49

Air Products to develop HRS network along European transport corridor




Part of Linde and thinking 500mw capacity reservation for Europe and the U S.

[grahamwales] 26/7/2024 09:33

I do believe that the Siemens electrolyser has had previous problems not sure if they have rectified them yet.

ITM 100mw = 16,000 tonnes per annum

Siemens 280mw = 26,000 tonnes per annum.

[norbus] 26/7/2024 09:30

Fluck the climate : you are too exacting : ITM makes Great Kit

Think Political virtue signaling

Think Energy independence

Think Grid Balancing

All lead to profits

[skinny] 26/7/2024 09:14

Its not that surprising as Siemens are Germany's second largest company for a reason.

[moontheloon] 26/7/2024 09:05

Once comparison figures are out there and favourable to itm. They'll have no worries going forward. Once! And no smoke and mirrors

[grahamwales] 26/7/2024 08:50

Been looking at that one in a bit of detail and compared to ITM electrolyser Siemens doesn't seem to produce not nearly the same quantity of Hydrogen as ITM.

[moontheloon] 26/7/2024 08:44

https://www.hydrogeninsight.com/production/exclusive-german-utility-takes-final-investment-decision-on-280mw-green-hydrogen-project-on-germany-s-northwest-coast/2-1-1682857Another fid wow. Shame it's seimens kit. But we seem to be hitting the do or die stage for projects alot got government funding in part which will be the only way initially