Itm Power Share Discussion Threads

[gimmethefax] 04/2/2023 19:45

£2m for 2023.

then we have 2024:

Payments deferred to 2024 = Yara and leuna?

Completion of 100 MW (2024) and 100 MW (2025) RWE = ? (not expected to add to margins)

Refhyne2 in 2024 or 2025?

Will Whitelee happen?

Anymore?

2023 BEIS blending decision and 2023/24 Gov competitions?


Will sales fly once serial production of our most advanced stack has really begun?

I think so. Schulz tells us they could sell a lot more than they do.

How long until, 12 months?


How important is the factor of putting FIDs on pause during economic headwinds such as high energy prices? Would they be on pause if we had the product ready?


Current cash burn vs after cost-cutting ..?



Any input on those thoughts will be appreciated.

[gimmethefax] 04/2/2023 19:29

They hold no debt.

[paying4it] 04/2/2023 19:26

I don't hold these but have thought about buying some on numerous occasions and been put off buying buy the debt they hold and the fact it will only get worse in the short term at least and think that's the biggest risk I'm surprised by the rise in share price at the moment but wish all holders good luckto quote someone else Live long and prosper

[gimmethefax] 04/2/2023 19:17

But ITM, specifically?

My focus was stuck on external factors, global issues, funding, and the like; so much so that I definitely overlooked the signs of troubles brewing inside the factory walls - and I didn't want to believe it even when told.


Policy is looking good, as anticipated, although I have concerns that those policies will also damage the economies of the world, at a time when economies have enough worries. And sonic has demonstrated that interest in green hydrogen is breaking records - the mass is forming.

Engineering issues will now be sorted, I have no doubt. They were almost non-issues that should have never occured in the first place. ITM tech is brill, and has been given another stamp of approval by Schulz and his team.

Very little to doubt anymore, in my opinion.

But, there must be risks - I am of the opinion that if I cannot find them, then I have only overlooked them. The last year has taught me that if nothing else.


I trust you will have an extra eye on the financials proceeding? Given the change in plans, from the fundraises and 'Project Bauen', to now.

Given the ability of our CFO? (not a dig at AA, but the company has simply changed).

You are most qualified, I am not.

[norbus] 04/2/2023 19:07

I am a 24 carat optimist. Green Hydrogen ticks a number of boxes, and as such is indispensable. Clean Energy Vector And route to Water . Nothing can fulfill these two functions better, Green Hydrogen will not fail.

As for ITM's share price recovery, We are at the skirt hems of the shorts .. a good day Monday, will get them laid

The only risk to ITM success is if Schultz were to be called away

[gimmethefax] 04/2/2023 18:59

Would you say that our largest risks to success still come from within or from without?

What would you suggest that our biggest risks are as of now going forward?

[5barney] 04/2/2023 17:28

Lol Mel
Last 3 months our solar has produced almost nothing Solar is useless unless u hit 18 hrs sun imo
I reckon over the yr the one windy we have gives near the same as 28 panels lol. But as for heat pumps buy a few quilts fir winter
The whole renewable scene is an elitist scam.
Mine the black stuff n drive a v12 I say
Remember how long ago I was getting grief here telling u all how useless EV cars with charge times costs infra etc were an it was same price herts to st Ives in a Ferrari as it was a taycon
Well it’s now a fact isn’t it
Peace

[moontheloon] 04/2/2023 17:21

Great news and pr and tonic for sp

[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.