Itm Power Share Discussion Threads

[moontheloon] 01/2/2023 06:57

Amount of pm musical chairs and ridiculous behaviour should have demanded an election

[grahamwales] 01/2/2023 06:45

2024

Big oil conservatives out

Hydrogen loving labour in

Not to far away now

[norbus] 01/2/2023 06:41

Terminator101

You are entitled to your opinion and your bosses short trade. You are going to have your backside wide open . Cooley was thrown out of the mess he made within a silence created by his nasty deluded bully nature. It was soon clear ITM needed a miracle to survive ; smart executives at ILE could see what pathetic state GC/AA got ITM into.

Linde's young star parachuted in, since Linde rightly sees Green Hydrogen the growth engine for the next three decades ; Having seen his diagnosis, surgery , his landing running, and his popularity within Linde , I have no doubt he will deliver a miracle.

[terminator101] 01/2/2023 05:59

£2 million revenue. Massive losses of over £50 million yet a market cap of over £600 million. Wow. A triumph of hope over reality. Good luck with that no matter how good the prospects seem.

[gimmethefax] 31/1/2023 22:46

Post 6155 made me smile. lovely poetry.

Cooliesque indeed.

[gimmethefax] 31/1/2023 22:43

and he can boast a track record of doing exactly that.

[bmel] 31/1/2023 22:36

Schulz was impressive today. A man who knows exactly what he is talking about.

He is precisely what both ITM and Linde need to spin this organisation up to where it needs to be.

[norbus] 31/1/2023 22:32

The shorts can say there has been a proficient clinical & precise analysis of problems with solutions prescribed. So can this physician heal the patient . I wish the shorts to stay on board for my selfish reasons. RWE is not Twiggy.. the 2GW romance with Plug was wishful thinking and no less than a Cooliesque production of fantasy. Now they pulled the Plug, after another dreamer in aussie woke up thirsty for lack of water and ran away.. The reality will soon dawn Many kings will have no clothes and Schulz will be the busiest taylor on the block.

[gimmethefax] 31/1/2023 22:23

Our tech is key.

and Linde are the lock which makes things all secure.


Pay attention we must. A lot was said today.

[bmel] 31/1/2023 21:55

So at the end of a very interesting day, what might we conclude?

The grown-ups are now in charge.

And that is the only thing that really matters now. As our man said, the delay in really big orders being placed, fortunately, plays in our favour and, happily, we have the cash to fix things properly…̷0;.. and that will be German engineered properly fixed.

The man from del Linde says yes !!

They said ‘yes’ with the last profit warning. I do not understand why the shorters did not hear that. The message was in plain language.

Todays plain language was that it will be fixed, and how and when it will be fixed, in detail. The existing organisation was rubbish and, in very short order, it will not be rubbish any more.

The jewel is the technology. As I have said several times on these boards, electrolysers are not just a bit of kit that Linde sticks in as a component in a large plant, on a customer-supplier transactional relationship. It is a critical enabling technology that Linde has to certain of, because it is a symbiotic relationship, and that is very different.

They have to be certain it works, is manufacturable in quantity and that it has a development path over the next (minimum) 10-15 years, because the competitiveness of their whole green hydrogen business depends on it. As the success of ITM depends on the same relationship equation.

That is what the man from del Linde said ‘yes’ to today, again in very plain language.

Pay close attention to his words, he knows of what he speaks.

[volsung] 31/1/2023 21:53

Ike and Tina Corner?

[bmel] 31/1/2023 21:34

Graham

Linde have just closed their listing on Dax and are now a US listed company.

But more than ‘quite big’ in USA now- major players in both industrial gas business and as a major listed company.

[juju44] 31/1/2023 21:04

I think we could still fall further so I will wait and watch for a better buy opportunity to re enter this now that the Germans are here to show the Brits how to do it

[grahamwales] 31/1/2023 20:11

Was also surprised that Dennis suggested the U.S. was probably his choice for the next factory build.

But then again Linde are quite big over there so does make perfect sense.

[gimmethefax] 31/1/2023 19:56

Any mention of Oyster?

Sorry, I shall study it for myself later on.

[gimmethefax] 31/1/2023 19:51

I must confess, I have not yet managed to watch the first half of the presentation.

When they say that gigastack is paused, what does that mean for the deployment part of the project with Phillips 66? Did they say?

Using the 10MW (MEP) unit instead, or not mentioned?

Not part of the 12-month priorities?

[gimmethefax] 31/1/2023 19:50

Or do they... let's wait a day (or two) to be sure.

[moontheloon] 31/1/2023 19:20

Yeah off the top. Rest better follow... Sign of good business health no shorts https://uk.advfn.com/toplists/free/most_shorted

[norbus] 31/1/2023 19:00

And now the end us near, the shorts begin to disappear