Just a reminder :-
Best-in-class 5MW Plug & Play electrolyser for mid-size projects
Designed against the highest safety and quality standards, and building on the learnings from our operational electrolysers around the world, NEPTUNE V is our brand-new full scope 5MW containerised electrolyser plant, engineered to outperform.
EUR 4,995,000* | GBP 4,350,000*
* prices are based on ITM's Standard T&Cs |
ITM Power is pleased to announce that we have signed a contract to supply three NEPTUNE V units, totalling 15 MW, to a family-owned private German company.
Launched in May this year, NEPTUNE V is ideally suited for mid-sized projects. It utilises ITM's leading and proven TRIDENT stack technology. NEPTUNE V is our full-scope 5MW containerised electrolyser plant. It provides reliable, flexible, and highly efficient hydrogen production capacity and the industry's smallest footprint per MW.
The NEPTUNE V units will be deployed into three individual projects, with the first delivery expected in the first half of calendar 2026. The electrolysers will provide green hydrogen to refuelling stations in Germany.
Dennis Schulz, CEO, said: "We are establishing ourselves as the go-to partner for down-to-earth industrial companies and family businesses, for whom it matters that their plants work reliably, safely and efficiently. We are pleased to have signed yet another NEPTUNE V contract in just a few weeks. Customer interest continues to exceed our expectations". |
ITM Power PLC Contract for three NEPTUNE VSweet. Dennis is letting us unwrap prezzies. |
As I posted elsewhere - Possibly options expiration or book squaring. |
The large UT happens every 3 month's |
And Itm share is growing. |
You think it's final sector short closure, it's reached the depths of weakness and the market seems to be gaining fid traction.. |
Kinda represents their manipulation of the markets. Needs to be outlawed fast in my view. |
UK Top of the class.. |
Shorts have dropped off a cliff.
Date Short Interest Days to Cover 2024-11-29 179,900 30.35 2024-10-15 1,044,011 48.61 2024-09-30 2,591,443 202.71 2024-07-15 2,526,854 108.53 2024-06-28 2,509,320 70.52 2024-06-14 2,505,382 280.72 2024-05-31 2,534,208 206.98 2024-05-15 2,538,690 217.22 2024-04-30 2,556,411 625.19 2024-04-15 2,518,041 138.56 2024-03-28 2,521,589 127.30 2024-03-15 2,541,113 86.31 2024-02-29 2,523,445 147.55 2024-02-15 2,483,798 181.05 2024-01-31 1,741,614 75.41 2024-01-12 3,261,280 209.20 2023-12-29 3,157,347 108.29 |
Moon
Interesting about the large UT.
Exactly the same on CWR and AFC. |
That's a ut and a half |
Did they allow the last big shorters out? |
Seems the finger has been pulled out... partly |
A bit more on the above :- |
Much Awaited News for the UK Hydrogen Sector!
Today, Low Carbon Contracts Company has announced the signing of the first three of eleven landmark hydrogen production contracts under HAR1. These contracts are a significant step towards clean hydrogen production, reducing emissions across key industries, and creating jobs and investment opportunities.
The Cromarty, Whitelee, and West Wales projects represent first-of-a-kind hydrogen contracts in the UK and will have a combined capacity of 31.8MW once operational. |
Is it looking that way? You'd expect so, lots of red tape needs removing for future projects |
Is whitelee finally going to happen |
We? Who is we? |
Couple of years back we went up one pound in a day on 26mw contract.... its bagged and will build from here. Wonder if they have a 500mw to add soon. That would be final verification. Plenty of fids getting signed off relative to itm. And a constant opportunity for Neptune purchase. Seems the most transparent offering at the moment. What's not to like |
It's kind of what we said a few years ago they need a plug and play small system that can be bread and butter. But also scalable |
Plug in add storage and away to go. This is not just an electrolyser but a hydrogen production unit.
htTps ://itm-power.com/products/neptune-5 |
When you look at when the Neptune V was launched it seems to be attracting a lot of attention. Plug and play all in one hydrogen plant that no other company offers. |
Burn baby barney burn. This isn't conducive to a short position. There is so much hidden iceberg like here now. But the story gets stronger behind the scenes. And what a great entry time to turn long. The big boys know. |