Skinny would you concur to cup and handle ? |
Ideally, would like to see confidence here and watch this one rise off 36s into the results on the 30th, GLA |
https://www.linkedin.com/posts/hydrogen-insight_trump-puts-us-clean-hydrogen-support-schemes-activity-7287425592088539138-oUo2?utm_source=share&utm_medium=member_android |
You inspire confusion with your cryptical ramblings, much like any zealot of any religious avenue. Simply put if on a religious angle we have lucifer in rebranded as Satan in the oval office. Now that's a movie there. Unfortunately it seems true and let's see what mayhem he can cause this four years... or if his dimwit son continues the dynasty. |
Also strange that he didn't want south African flag on Mars |
I thought the same.
He can’t have the top job though, not born in the USA. |
Find it very strange musk backing Trump and Trump dissing electric and green agenda... and musk just sucking it up... unless it's infinity and beyond cars ie space to mars? God knows trying to work out those two freaks... maybe musk angling for the top job eventually... which would be very dc comics esque |
Hydrogen vehicles receive huge £100million boost amid plans to develop UK-wide refuelling network |
UK's larhest groundworks and piling company VANL, announces £M30 8 year contract for electricity distribution towers around Scotland. Good for electrolysers at charging stations. |
No other theory fits |
@grahamwales you said
"Revenue is also paid for factory space as well from companies that require it."
and now say reservation orders.
What revenue can we expect from these "reservation orders/factory space" because i cannot find anything that substantiates this.
I am positive and hope that the update really solidifies the position and removes all theories that all of us outsiders have. They may have been clear on Neptune pricing but everything else is guesswork. |
Reservation orders which they have a few |
Without looking I have the same recollection as you, that revenue is paid on milestones throughout the contract and in full on final testing, installation and acceptance by the customer. In regards to revenue being paid for "factory space" I have seen "capacity reservations" but never with any financial commitments attached? Can anyone please elaborate with company statements they might have to hand?
@grahamwales that specifically refers to components and materials and not "factory space" |
Revenue is paid throughout the contract unless you can prove otherwise. Revenue is also paid for factory space as well from companies that require it. |
Apologies 100mw for shell and 100mw for RWE. I’m sure there was a third 100mw order but need to find it |
@gramhamwales Refhyne 2 is 100mw see link above. Is it not Hygen that is 200mw but unannounced by ITM?
Revenue is not paid in full until final commissioning and acceptance by the client? But we may see some before? |
200mw Refhyne 2. Installation already taking place as per previous posts. Re revenue is paid throughout supply of electrolysers |
Well I assume we mean Refyhne 2!
But that is only 100mw and not due to start production of hydrogen on site until 2027 hxxps://www.refhyne.eu/wp-content/uploads/2024/07/REFHYNE-II_news_release_25July2024_Final_Edit_.pdf
Ultimately this means revenue not due until after then.
Do we really believe it takes 2 years to commission our plant?
Or on a positive note is there something else in goods out? Like Hygen?
We should be mindful that the Shell order only represents about a month of the factories suggested annual capacity (1GW)or 30% when combined with Hygen and on that basis about Q1 capacity ! |
Could well be, I'd say they didn't have much spare capacity out there. (New factory) |
Wondering on share price Trump effect ... sector was well down stateside. Might get some weakness to buy into |
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