Itm Power Share Discussion Threads

[gimmethefax] 07/2/2023 19:06

How do you think He feels about it all, Norbus?

[sonic25] 07/2/2023 17:56

"ENAP Refinerías, operates three refineries: Aconcagua, Bío Bío, and Gregorio. Together they have a total capacity of 220,000 barrels per day (35,000 m3/d), which represents all of Chile's refining capacity. The three refineries supply over 80% of Chile's fuel needs."

[norbus] 07/2/2023 17:27

Back to sanity

ITM should get >3% interest on its cash =?10 million

[sonic25] 07/2/2023 17:14

Re 6250 - It could be a project for Chile's state owned oil and gas company, Enap.

[gimmethefax] 07/2/2023 17:10

Ps: The shorters are not betting against ITM, they are betting against the market as a whole.

But only in my humble opinion of course.

Loss-making companies are the easiest of prey.

[gimmethefax] 07/2/2023 14:33

Thanks.


Ditto.

[norbus] 07/2/2023 14:28

Gimme

We will not, imo, find out, what goes on R&D , non vanilla PEM 100MW+ projects till they are well advanced. They were masts for flags hardly bread to feed the hunger for business

Cooley stupidly crowed for noise. He was projecting himself as dancing at every wedding when he really was at none except perhaps SHELL losing a lot and being bailed out by Linde..

I would like any pig hung out to dry if it would not harm ITM

[gimmethefax] 07/2/2023 14:23

Our Lingen buddies having some success, on site and elsewhere.


Dresden, February 7, 2023



Dresden, December 2, 2022




It is funny how the 4 MW has not been mentioned by Dennis, at all. Not even while highlighting the 200MWs..

We only knew of it through RWE.

And we could only confirm it was us because of a Tweet.







Furthermore, there seems to be a few projects of ours that are funded by the public, but will now be on hold and such... how does that all work out then?

The cash just sits in our bank while we work on other things, or monies not received until work begins?

[norbus] 07/2/2023 14:03

bmel

Reassuring for me to have seen Schulz consistently positive about himself and ITM & LINDE. I think he will not hold back supporting a market & shareholder feel good news out of ITM
Another Superdeal could trap the shorts and I have a feeling he might well love to spring such trap.

[gimmethefax] 07/2/2023 14:00

Oyster + direct electrolysis of sea water is the Holy Grail of Green Hydrogen.

With 400 staff, I do not see why that project was not done and dusted a while ago.

I would've said that we were leading the way on that - but now I think that is very unlikely and I can not imagine that anything beyond a few meetings actually occurred.

[bmel] 07/2/2023 13:21

Norbus

For the smaller size market, competitiveness will become like rats in a sack leading to a spiral down on price. Not a fun place to be.

Cooley was indeed spinning a 'one company does all' line. However, as the old saying goes.

What a tangled web we weave, when first we practice to deceive.

Hoist on his own petard so to speak.

I understand why they made a bit of a fuss about delivering the unit to Engie. ANY good news is a welcome contrast to the last 12 months of misery.

Will be interesting to see whether Gigastack gets a boost from our new energy minister. Not impossible as he is a man who can spot and use a 'good news' self promotion opportunity from 30,000 feet.

I wonder what will happen to the Oyster project. Not quite Linde territory but still a sellable a technologically ok product that wind turbine operators will see benefit in. We shall see.

[adobbing] 07/2/2023 12:57

We are celebrating the successful Factory Acceptance Test (FAT) of our 1MEP20 Plug & Play Container. A team from our customer ENGIE Solutions France witnessed final testing and signed off the verified results. Next up will be packaging and shipping.

Our CEO Dennis Schulz said: “We are grateful for our customer’s trust and support through delays experienced. This marks a step in the right direction of our transition to a mature delivery organisation.”

#hydrogen #greentech #technology

[norbus] 07/2/2023 12:36

bmel

Endorsing your arguing that Mega PEM sales and installation is the onlyway forward, this link says it all. We were lulled into false security with Coolry's exponential dream while it was happening everywhere else.. The good news Lunde chosing ITM validates its confidence in the technology

[grahamwales] 07/2/2023 12:06

BP as Shell will try to do it through carbon capture whilst still maintaining oil and gas revenues.

Smoke and mirrors.

[norbus] 07/2/2023 11:43

Rolls Royce working on engines for transition: Diesel to Green Hydrogen; CHPs

[skinny] 07/2/2023 11:27

Two sides of the same coin :-

[grahamwales] 07/2/2023 11:00

Each given a raffle ticket to see what job they get.

[grahamwales] 07/2/2023 10:46

Sky News also understands business, energy and industrial strategy secretary Grant Shapps will be made energy security secretary in a newly created department dedicated to energy.

Hahahahahaha

[norbus] 07/2/2023 09:54

secret customer was for 12 MW
probably odds and sods to make up 268
204 RWE
24 Leuna
24 YARA
8 Whitelee
8 Odds and sods , incl Engie@
268

12MW@ secret went with Cooley! [ Unless partial delivery to Leuna not in 268 and the secret is still in

[gimmethefax] 07/2/2023 09:17

Ah yea, whitelee probably makes up half of the 20.

Whitelee 10 MW (phase 1).

and from memory...

an Unnamed customer?

an US customer?

an UK Gov funded 8 MW?


Who knows what was delivered and what was not.

That'll do. Thanks.

[grahamwales] 07/2/2023 09:07

New department for energy security going to be interesting no doubt will involve oil companies.