Itm Power Share Discussion Threads

[moontheloon] 12/12/2022 09:51

Wonder if we see the mega trades again today... The one from Friday not affected short positions.

[skinny] 12/12/2022 07:03

That and Carlton power's other projects :-

Barrow project partners :-

• Carlton Power

• Cadent Gas

• Cumbria Local Enterprise Partnership

• Barrow Borough Council

• Electricity North West

[grahamwales] 11/12/2022 18:28

Still no announcement who will be supplying

Kimberly-Clark’s world first green hydrogen project will be test-case for wider roll-out

[5barney] 11/12/2022 16:04

So does anyone believe nob and gimme are not the Same
Just trying to stop u wasting your time
Or at least jumble up your phrases a little my program burst out laughing.

[skinny] 11/12/2022 13:33

A mention from Mr Cowie :-

[norbus] 11/12/2022 13:29

I would be shocked and disappointed if MEP1 is not being built even if the tooling for automation is not there yet. 380 idle people being paid would be more than stupid Perfectly good kit in use in many places including 10MW @ the Shell refinery

[gimmethefax] 11/12/2022 13:17

Agreed, but I think the market traders are riding the price down based on the profit warning, which will almost certainly hit the lower end, due to next to nothing being built, due to tooling issue.

Refhyne2 would be awesome (and seems certain) but revenues are taken at point of sale, which would be a couple years.

Good news regarding your points above would be most reassuring; perhaps they will drop the bad news (financial, further tooling delay?, or anything unknown), among the good (confirmed future XL sales).

Who knows?

Just going to try and sit back and relax; looking to scoop up another chunk on any substantial drop in market value.

That would be the cherry on top of my Christmas pud.

Can only re-evaluate the situation on a proper update - we have been lacking anything proper for around 1 year - mucho adivinar, mucha especulación.

[norbus] 11/12/2022 10:31

The level of shorts is probably nearer 8/9% with the undeclared sub 0.5% , Schulz and Linde have been very quiet. A ground shaking RNS will create panic especially if a high mark up is deserved and chalked up . No harm dreaming is there? Just Leuna on stream, with RWE & YARA delivery dates announced .. REFHYNE II order would create an earthquake

[grahamwales] 11/12/2022 09:18

SP gone up over weekend lol must be an omen for Monday

[norbus1] 10/12/2022 21:10

If you were after excitement you are getting your money's worth here

[norbus1] 10/12/2022 20:55

If you were after excitement you are getting your money's worth here

[gimmethefax] 10/12/2022 20:23

Backlog and pipeline was unchanged as of September 2022:

Backlog and pipeline

· Work in progress as at September 2022 increased by 79% YoY to 77 MW

· Contracts backlog as at September 2022 increased by 79% YoY to 755 MW

[norbus] 10/12/2022 18:11

Whilst Cooley tries to stay relevant posing articles on LinkedIn , the picture is firming up for a comeback of a revamped ITM Linde Engineering ; Recent news of Refhyne II 100MW from Shell and Leuna 24MW from Linde cannot be dismissed

[skyship] 10/12/2022 14:39

skinny - sent you a private message - re those darned hyperlinks from 3 months ago!

[gimmethefax] 10/12/2022 11:57

"Approximately 50% of the investments included in Snam's 2020-2024 plan is dedicated to a "hydrogen-ready" infrastructure."


Italy’s Snam says 70% of pipeline system now hydrogen-ready:




"Snam's largest shareholder is Italy's CDP Reti Spa, which is a joint venture between state-run Cassa Depositi e Prestiti (CDP), State Grid Corp. of China, and other investors." - lol

[gimmethefax] 10/12/2022 11:12

I know the stock photos are likely just picked at random from the internet, but this article, discussing a project involving Marco Alvera's (ex-Snam), TES, has a picture of what I am 99.999% sure, is an ITM electrolyser.









You never know.


Some ITM-Marco-Snam background:


The Snam-ITM agreement, with comment from Marco Alvera:




Linde-Snam agreement:

[skinny] 10/12/2022 09:24

Clickable link :-

[grahamwales] 10/12/2022 09:17

Latest tweet from Linde engineering obviously supporting their lad.


To enable widespread adoption of clean #hydrogen, Linde is investing heavily into alternative production methods at Leuna. Next on the list is to build and operate the world’s largest electrolysis plant. Learn more about this mission: hxxps://fal.cn/3ufjc

[hurricane99] 10/12/2022 08:38

Pretty sure it is. South Africa could be a big market.
This is from February, an extract of the hydrogen roadmap.
‘The final “catalyticR21; project – the Sasol sustainable aviation fuels project – has no explicit ammonia links. But, deployment of the required electrolysers will be carried out by Linde and ITM Power – the same duo who were recently selected to build the demonstration electrolysis plant at Yara’s Porsgrunn ammonia plant. The project will produce an aviation fuel product meeting all necessary requirements of H2Global’s certification scheme.’