British Electricity Tracker/Prof Andrew Crossland
@myGridGB
·
22m
British electricity mix at 11am on 22nd Oct 2024
🔥Gas 26.0% Biomass 9.4%
🍃Wind 26.0% Solar 13.0% Hydro 1.6%
⚛️Nuclear 11.1%
➡️Imports 12.8% Other 0.0%
🪫Storage 0.0%
🔌Generation 35GW
Carbon intensity 182 gCO2e/kWh
British Electricity Tracker/Prof Andrew Crossland
@myGridGB
·
8h
British electricity mix at 3am on 22nd Oct 2024
🔥Gas 14.8% Biomass 12.8%
🍃Wind 46.1% Solar 0.0% Hydro 1.6%
⚛️Nuclear 17.0%
➡️Imports 7.7% Other 0.0%
🪫Storage 0.0%
🔌Generation 23GW
Carbon intensity 118 gCO2e/kWh
vs 50-100 gCO2e/kWh target by 2030
Show more |
Sentiment has definitly cooled primarily because of the last Gov turning turtle....Labour too have reduced their enthusiasm too....
On the bright side `green` is happening despite the above (which is also what ITM said at their last results)....For instance if you look at any recent chart on where our power comes from at any given time you can see that wind, especially wind, at this time of year has been making up to 50% of power....No coal for many hundreds of days...Night before last Octopus were paying people to take electricity. Green is happening IMO...Perhaps just a bit slower than we all would wish.
I`m sticking with ITM.
The news I want to see is of big contracts to build their electrolysers...Or BoDs buying some shares instead of being given them. |
In a day of red across many shares, someone has just bought 40,000 of it. |
Hedging bets agaist Green Energy is a protective bet against Fossil Estate
If anything,it is a positive for Green
taken more seriously .
Renewable energy is a fact now and its use will grow and not recede |
Hedging bets agaist Green Energy is a protective bet against Fossil Estate
If anything,it is a positive for Green
taken more seriously |
Bloomberg
The Climate Short: Hedge Funds Pile Up Huge Bets Against Green Future
The $5 trillion industry's move against clean energy and green technology may prove more damaging than political pushback over “woke” capitalism. |
Sentiment has obviously cooled, with many Majors and Governments back pedalling on green 'aspirations'.
This will probably lead to a reduction in companies in the sector - the decision you have to make, is do you believe that ITM will be one of the companies that survives and flourishes - if not - perhaps sell up? |
Nice
If there is no news what would you like them to say?. |
nice
Why wouldn’t they sell other shares but not ITM? |
Grahamwales did...Or implied many AIM stocks were dropping because of it. |
I didn't mention ITM. |
Really? I can't see many people saying they're going to sell ITM because they lose the IHT relief...
This is doing badly for the many reasons already stated. Lack of news doesn't help of course. I follow, invest, in quite a few other AIM listed stocks- They're not dropping. |
.
. |
Why would IHT reform hit AIM? |
Yep for sure |
I think possible IHT reform in the budget is hitting AIM generally. |
As i have already said the recent drop has nothing to do with the company. Majority of not all AIM shares have seen big drops. AIM rule changes is just one of the reasons.
Barney not sure why you are frustrated bearing in mind you don’t hold any shares 😂😂😂 |
Sorry Skinny the company just wind me up when I see folk fleeced |
You've made your point. |
Graham it's not risen in the last few years . I have seen little evidence of things improving especially regarding revenue . Pretty sure we had a similar conversation at over 120p yet here it is heading sub 40p . Not looking great is it for you and the rampers at least
Short position increased last month by 0.5% here |
Why will it rise
Are they planning more linked in back slapping? |
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