We did not leave until 2020, after Trump was out, and it was Biden who made it clear that there would be no trade deal with us. |
Today’s news equates to roughly $50k saving per MW iridium. $5 million per 100MW. ITM have 300MW of orders so far. |
Wasn’t it Trump that said leave the EU and we’ll get a trading deal sorted as soon as possible. 😂😂 |
Over reaction probably...As some have said many US states won't want to see the Biden green $s being taken away...So hopefully a storm in a tea cup?? But I guess we'll see. |
An absolute caning |
No orders is not the shorters fault
This lies at the feet of the back slappers on linked in |
Amd meanwhile it's still falling off a cliff because of lack of orders imo . Then same cretins trying to ramp this since over 100p and look where it's heading now . Be careful who you listen to on these boards . The ones invested are totally biased |
Cr GW
Market overlooking the ITM sales expectations , Also nothing goes continuously up.
ITM knows far better than Rystad what goes into their electrolysers
Recycling and ongoing research favors ITM
Market overdoes it as usual |
Nice to see ITM reducing costs for PEMs. Now that, thankfully, inflation and the bloated public sector will get reduced in the US under the new administration we can look forward to a more healthy global economy which should help ITM and other companies focused on a realistic energy transition process. |
Bought the dip, again!!! GLA |
Im just glad they didnt put out a negative notice, think where we would be then!! |
I would think the American vote has more to do with the way every share that I follow in the sector is reacting today!
God help the world now. |
Let’s face it not many outfits put out a positive rns and watch their share price drop like a stone
It’s all over am afraid and today’s reaction is a true reality of the situation |
Massive savings
At today’s price of $4,600 per ounce, that amounts to $113,620 per megawatt, and Rystad says iridium accounts for 8.1% of the cost of a PEM electrolyser.
The analyst says — in contrast to ITM’s assertion — that PEM electrolysers require about 700g (24.7 ounces) of iridium per megawatt. |
Iridium cost per KG $148k 😱😱😱😱 |
Only benefit now is uncertainty taken out of markets |
Don't even know who is vice is... we all know his vice..s |
Could be the end of Plug. |
How long before he gets shot again though. |
Excellent news on irridium reduction. Also if Trump withdrawd $3/kg subsidy
Whyalla could come earlier |
Perversely could be good for stocks in general... maybe not green initially. There will be a bounce once all settles.But what can you do against the mindset in the US he obviously does something for some people? Kamala would have been better for the earth and it's residents no doubt |
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