The problem: No grants or financial incentives from the British government. |
Energy security will be an issue for the next two decades.
No conclusive science emerged to give a clear picture on CO2.I take on board acidification effect of the seas
I am a little uncomfortable that we are kept in the dark about corporate activity clearly intended
There is a valid and valuable trade off for the premium payable for GH2 |
Why would they worry when the major investors have not sold. Private investors are not loyal to a company and buy and sell as soon as they are in profit. ITM are a business not a vehicle for private investors to make money.
You need to understand this as so many private investors don’t. |
they would have a better idea of the future prospects than you or I.Dont you agree? |
We could infer it from Yara's purchase, or Shell's decision on Refhyne 2, or the latest sale of Neptune V, but those were not made without grants. |
I quote a comment from that last link:
"there is no business concept for green H2, that is the hard reality..."
They ought to put this type of argument to bed.
Perhaps the Market does not value ITM because they have, so far, failed to communicate the value of their product, beyond an ESG play? |
Well that went down well |
The outfit need to come up with orders quickly Graham.
Maybe with the insiders buying is a good sign?
I really don’t know but I am gobsmacked that they have allowed this kind of fall with no statement |
It's not a viable business if they can't make money from it hence it's valuation is falling fast . They haven't got the orders so no matter how good it is the cash will eventually run out hence why companies are valued below cash m that's the case here with the management unable to secure enough revenue or grow the company quickly enough .
Yes the rate of decline has slowed but only due to cost cutting not a major growth in sales .
Until there are clearer signs they can secure big contracts confidence here will remain poor |
Had to yield eventually with nothing only sellers overhead |
Wasn't aware there were any new coal fields happening. Good old labour ban something that doesn't actually exist. Why would anyone want coal we have no coal power stations and no steel plants requiring coal. FFS
Government to ban new coal mining schemes as UK turns to clean energy |
Barney
Story of my investing days lol. Suppose it will have to go into the SIPP with the rest now.
Crazy though when you think the valuation is lower than cash and stock. Hopefully Linde are not wanting a cheap buy price just as ITM are managing without them. |
Lhyfe are full of it. They come up with all these plans but never actually carry any of them out. |
Any decent company would have come out with a statement to stop the rot but they would prefer to recruit and back slap apparently |
12 percent down in 2 sessions and Friday to come yet |
Your long is mistimed Graham |
Good post skinny...Who`d have thunk it.
It can be over sold too... |
Well now there's an idea! |
Graham stop it |
Gruesome twosome disappear now we got Boris 🙄 |
new lower low.
A little ways to go... |
HH2E restructuring , reflecting market confidence in future of renewables and, Green Hydrogen |
Go to the betting shop if that's what you want ! |
Don’t panic Don’t panic |
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