Bit of a long read. But hopefully things may actually get moving in the UK.
Hydrogen to Power
Government response to consultation on the
need, and design, for a Hydrogen to Power
market intervention |
This terraform the old hobbit mentioned on lse sounds too good to be true? Is it? Anyone heard of it. Ridiculous name sounds like a flooring contractor |
3.6% > 1%
Link to ABI research ITM et al |
You gotta make your choice sad sack uk versus dynamic deutchland |
Still think they're going for a listing over there |
Is there a link for that Graham? Or you talking hires? |
Germany expanding again |
Looks like we're off here, finally!
grahamwales6 Dec '24 - 15:36 - 34207 of 34210
0 2 0
PMSL
Now we have RBC Broker rating of 70p outperform |
Take your pick |
He's only just opened it FFS...Besides, who cares really? |
PMSL
Now we have RBC Broker rating of 70p outperform |
Wow you aren't alone. I'm asking if he's at end of his short |
Moon, give a rest mate please...
I`m many £k down on my investment... The risk has been going long too. Barnes called it correctly. |
Oh so risky last? |
Don’t know moon |
You think you'll make anything on the 34p short? |
The market really doesn’t like this outfit
I genuinely hope it changes for you guys
I have made plenty so definitely won’t grumble too much |
We know all this .. is anything being done ? The politicians will probably be dipping their beaks in the turbine idling earnings |
 Folderboy This also copied from the LSE board in reply to your 34190.
Vamosbien
Moreover, new wind capacity is coming onstream (almost) daily, accelerating the scale of financial loss. Further, the time to build the planned Scotland-England interconnector capacity to resolve this problem is considerable.
SSE's recently completed (large) Viking onshore windfarm in Shetland was paid over £1m in the first month of its operation.
This is a woeful example of a failure in 'joined-up government' and the complete failure to understand the concept of 'opportunity costs'. Milliband is obsessed with 'clean energy'. He seems completely ambivalent about his approach to it creating the most expensive energy for UK consumers.
So. . . . .On the face of it, is there an opportunity for ITM to provide 'excess electricity soaking capacity'; however, that would also require an operator, a credible offtake proposition and a means to buy or lease the kit that is financially sound. Given this problem could go on for ten years (or more as wind capacity increases), there would seem to be a credible business case in there somewhere. The Scottish government would love it. Just some thoughts. |
You think they leave AI to it... saying that I think that would come up with more intelligence |
No doubt when it goes to 40p they will issue a rating of buy 40p pmsl. |
They expect to load up around the 1 year low? It's crooked |
FWIW :- Goldman Sachs cuts ITM Power price target to 34 (40) pence - 'sell'
More 'mates' rates? :-) |
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