Just a bit more on Refhyne 2. |
The market has been given what if wants? So far It hasn't responded. An rns with the precious word order and not I promise will make the market respond. The hydrogen sector is not loved currently by the markets. |
https://www.hydrogeninsight.com/electrolysers/german-electrolyser-maker-to-open-gigafactory-at-end-of-september-to-meet-future-green-hydrogen-demand/2-1-1696152 |
ITM Power provide the best technology solution.
"customers only require tap water and electricity, our system does the rest".
The best the competition can do, when they do, is reveal that this is true. |
Someone posted the Hydrogen Pro kit on the other thread ; Have you seen the size of the Alkaline stacks?
never mind efficiency , what about the rent!
[...] |
I’m thinking that alkaline electrolysers have limited ability to improve performance whereas PEM can improve efficiency. Even if it’s by couple of % would make a difference in the lower costs of green hydrogen.
HydrogenPro’s losses widen as it racks up unexpected costs on US green hydrogen project
I am also amazed companies are using alkaline electrolysers for green hydrogen is it solely down to cost of the initial electrolysers and not thinking of long term problems they may have. |
Hopefully not behind a paywall
Green hydrogen: ‘cause for optimism’ even as the hype fizzles
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Cause for optimism’
The setbacks have been softened by a flurry of projects in Europe receiving the green light over the past six months, such as Shell’s 100-megawatt Refhyne II plant just south of Cologne, Germany, which will help supply the oil major’s chemicals plant and refinery on the site. |
RWE lingen
Germany puts into operation pilot hydrogen network |
For the doubters, ITM has 4 lots of 100MW Contracted. You can see the factory floor , with confirmation that none of the WIP is for stock. |
Got our on a breakeven early morning .I think it will go back down to 49-50p again until a new first is announced. |
The transcript is useful, although it's a pity the ai doesn't understand punctuation. I suppose you don't look at it the same way if you don't breathe... |
Interesting take on the results especially the revenue going forward 😁 |
With all the potential wind energy the UK has yet we still import vast amounts of electricity. |
moon - looks bleak at first glance, but then you look at this:
"The liquid e-fuel market in Europe is developing slower than expected, and we have taken the strategic decision to de-prioritise our efforts within the market and cease the development of FlagshipONE. We will continue our focus and development efforts within renewable hydrogen, which is essential for decarbonising key industries in Europe and closer to our core business"
And this: "We maintain a strong focus on de-risking project execution and prioritising growth options with the highest potential for value creation"
Mads Nipper, Group President and CEO of Ørsted, commented.
Which all sounds like a perfect fit for ITM to me. |
Analysts and brokers' concensus target price for itm remains at 89p.Revenues to grow 101 per cent into 2025 according to Simply Wall Street most recent report. |
They simply haven’t got enough orders and if things don’t go hydrogen they never will even if their technology is the best
That’s why I am happy to short |
bunlop
Cash has reduced £50 million this year and is reducing by £50 million next year. Actual cash. I appreciate it’s not down to ITM that FID’s are not getting sorted but sometimes you have to reign back spending until they do. |
Btw, this is easily one of the best threads on advfn and I'm aware of the sustained effort that has been put in by the stalwarts here. This is what advfn should be; genuine discussion, and a lot of people who've really put the hours in, in terms of research and sharing their insight and news stories with everyone else. Thanks for your efforts. |
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