Sounds like more backslapping to me
Meanwhile my newest short is in profit
Just saying |
 Nikolaus ValeriusNikolaus Valerius
CEO RWE Generation SE on Linkden
2/3 of the capacity we are doing together with ITM Power - PEM electrolyzer technology and Linde as contract partner.
Around five months after taking FID on the total project, it was a good moment together with my board colleage Dr. Sopna Sury to look how far ITM is with the production of the electolyzers in their facilities in Sheffield, UK.
But before getting in touch with our stacks, which are almost ready to ship for Line 1 to our site in Germany, i had to undertake a laborartory electrolyser build up and commissioning competition ..
ITM is testing their membranes in this laboratory: its durability and development latter!
A pre qualification session for me you may say 😉, a development and testing step on European electrolyzer technology for ITM.
Its a good signal that the technology is developed in the UK, in Europe and gets alive with RWE in Lingen. First time already 2024 in our 5 MW pilot section and the next 100 MW going online 2025.
👉In a nutshell: we are on time underway. The Linde, ITM and RWE team, all the colleagues in the project are fully energized and with fun and professionalism working on the project to deliver a big success!
Bravo! |
Don't explain to a bear... whose clearly short. |
They now have over 300mw of orders 😁 |
@grahamwales
22 Jan '25 - 22:14 - 34779 of 34785
0 0 0
Someone was arguing the other day that they only had 100mw in production 😂😂
Clearly that wasn’t said and the statement you provided indicated 300mw of orders but it was 2 years old for a factory with a capacity of 1gw a year.
The update has to be honest and clear. We are manufacturing and delivering X this year and we have orders of Y for 2026! |
😂👍🤦♀;️ |
In with another 10ks worth |
Any chance of the lottery numbers this week Barney as you can obviously see into the future. |
This outfit are full of back slappers and expect the shares to nose dive on the next update
They are not making a profit anytime soon if ever |
That's why it's full to the brim |
Someone was arguing the other day that they only had 100mw in production 😂😂 |
This sounds like hydrogen powered steelmaking, you can't make steel in an electric furnace so generate hydrogen first. |
Also am looking forward to their upcoming update |
Shorts all gone green again
In profit with the lot |
More the fids get signed and more competitors drop out of the race. The remaining fishies will be strongest in the pond and get more bites |
I don’t think ITM are going to win every electrolyser contract that’s out there but suffice to say they are winning their fair share. |
So NEL today announced two 2.5MW units sold to the USA for $7m (£5.6m). More expensive than ITMs equivalent 5MW units. |
Nel ASA: Receives purchase order for 5 MW of containerized PEM electrolysers
(January 21, 2025 - Oslo, Norway) Nel Hydrogen US, a subsidiary of Nel ASA (Nel, OSE:NEL), has received a purchase order for two containerized PEM electrolyser units for about USD 7 million. The two MC500 electrolysers, 2.5 MW each, will be used to produce hydrogen for a new steel mill in the US.
The undisclosed customer, one of the largest US steel producers, already uses Nel’s PEM electrolysers to generate hydrogen at two other sites in the US.
7 United States Dollar equals 5.69 Pound sterling
ITM sells Neptune V GBP 4.35
Wake up ITM Sales Dep! |
Graham - we are also buying a lot of electricity from France and Norway, so paying whatever the market rate is. |
Notice quite usefully they have a run down of renewable energy creation etc on ch 5 news.. weather bit at the end.Out of interest. I know there's other constant data |
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