Itm Power Share Discussion Threads

[norbus] 04/2/2023 16:37

Schulz landed running; head engineer who joined 31.1 will be followed by more executives who want in on a very exciting journey not short of romance pioneering in Green Hydrogen. They are not wrong I worry about AA in ability and lack of backbone required by a cfo to stand up to the ceo if off course.
This will not be overlooked by Schulz at the right time.

[skinny] 04/2/2023 14:14

Thanks claw - nice detective work.

[skinny] 04/2/2023 14:06

Thanks sonic - here's the link if anyone wants to see it on the big screen.

[sonic25] 04/2/2023 13:22

Google Trends - Interest in green hydrogen is at an all time high.



RWE and Hyphen explore offtake of green ammonia from Namibia.

[melegramforttongo] 04/2/2023 08:32

Have you purchased an electrolyser from ITM Barney lad ?
All that excess solar coming in the late spring and summer needs to be stored somewhere .

Things looking up for our bedraggled moon investor … shame his family had to sacrifice young tiny Timmy moon for Christmas .
Bet they are feeling guilty right about now …

[gimmethefax] 03/2/2023 21:31

Indeed.

Policy always moving in the right direction too.

[mj10] 03/2/2023 21:24

new guy in charge of production and costs.credit to claw on the other thread
Linde are really chucking the kitchen sink at this now

[grahamwales] 03/2/2023 18:42

Don’t think we have mentioned this much since but there was some slides with additional units at Bessemer

Anyone got any more detail.

[grahamwales] 03/2/2023 18:36

You don’t want to be out of this over the weekend 😱

[grahamwales] 03/2/2023 18:34

nice one claw


We are pleased to transfer our cutting edge technology.

[theclaw] 03/2/2023 18:10

Another man in from linde, head of production and costs just been on twitter, here we go then

[grahamwales] 03/2/2023 18:02

He is destined for higher roles within Linde perhaps couple of years with ITM then back to engineering. But who better to vouch for ITM when he goes back.

Straight talking and knows what he wants.

[5barney] 03/2/2023 17:22

We’ve been down a tunnel without light but It’s all over now last interest hike elitist death cult failure. So remove the gate fro your heart let love come shining through load your boats truth is the finest weapon
400 in 3 months

[bmel] 03/2/2023 17:22

Might be interesting on Monday as any changes in short positions after the results meeting will be visible.

I suspect some have reduced and looking towards the door.

The Increasing Helikon position is intriguing. They would be my guess for dropping the large sales this afternoon. Perhaps not as effective as they had hoped?

What will they do next?

They are not ‘fighting̵7; Cooley any more.

An altogether tougher opponent who possibly sees this job as his route to a seat in the Linde boardroom. I would say he was well motivated, and his presentation the other day certainly evidences his competence.

Maybe Helikon have some kind of hypersonic wonder-weapon that they think will sink our share price. Maybe they do not.

In the words of the great Kenny Dalgleish (footballer) maybes aye and maybes naw.

[grahamwales] 03/2/2023 15:53

Blue finish perhaps

[gimmethefax] 03/2/2023 15:25

I thirst for Truth!

Where's vlad?

[grahamwales] 03/2/2023 15:00

Proud to say I was there and what a game it was.

Come on Wales and Delilah.

[gimmethefax] 03/2/2023 15:00

I am not easily confused, but I am.

[gimmethefax] 03/2/2023 14:54

Your account should have been reinstated by now, Norbus - unless you broke the Law - if not you can appeal to get it back easily.


Rigged for sure.

Halting trading on heavily shorted stocks, due to 'upside volatility' is my favorite. A real classic. Who gets to decide how the free-market operates!???

Lol.




No doubt in our tech and ability to dominate the PEM electrolyser market, Norbus. Now that I have confidence in our leadership.

The slide showing all our products, in which we had none being produced at any significant scale, was alarming.

An endless spiral of R+D, tinkering and customisation (the whole point was that these products were NOT bespoke, it was an advantage over 'BLUE' hydrogen)


The newly defined product offering is delightful.

Lego all the way!



But, it is the market that has me occupied. The world is our market and it is not in good shape - not at this moment. But I actually think that the confusion around the world will play into the hands of ITM, in the short and medium term - well, I hope anyway.


One of my favorite quotes:

"By vanity and falsehood faith and truth are taken away, the closest bonds of human society; when these are taken away, the greatest confusion of life follows, so that men seem to differ in no way from demons."



Here's another good one about truth, from Winston Churchill:

"Men occasionally stumble over the truth, but most of them pick themselves up and hurry off as if nothing had happened."


Here's another from someone else:

"What is Truth?"



Sorry, I have digressed much this morning. I am anxious, so I write.

[gimmethefax] 03/2/2023 14:17

The top shorted stock, ASOS, is up 74% this month, as are many other highly shorted stocks - either the shorters are getting squeezed, up and down the market, all over the world, or there is something else going on. Like, lies upon lies from institutions, propping up the markets, which will inevitably crash, and crash hard. (imo of course).

[norbus] 03/2/2023 14:13

LEGO UP TO GW . SIMPLE ¿ n'est pas.. its about technology , market and one manager. AA is not for the sober..Cash was enough for 5 GW.. Ample for 1.5GW.

[gimmethefax] 03/2/2023 14:05

Geopolitics is now far more important for ITM than anything else.

The company is in safe hands.

Pay attention to the world in which we operate.