Itm Power Share Discussion Threads

[baldrick1] 15/2/2023 14:45

Go back to AFC boy;))

[baldrick1] 15/2/2023 13:59

We should get flurry of buying at this low level.

[grahamwales] 15/2/2023 13:18

JCB has hailed as a breakthrough the conversion of a truck from diesel power to a hydrogen-fuelled combustion engine.

[norbus] 15/2/2023 12:06

Making Ammonia needs electrolysers

This week three new off-take announcements made for future ammonia production!

Hyphen secures two further off-take deals for its Namibian mega-project (with the total now >1 million tonnes each year).

Greenko will deliver 250,000 tonnes per year of ammonia to Uniper from southern India.

and Monjasa will off-take & distribute ammonia from the HØST PtX project in Denmark.

Japan is preparing for increased ammonia imports, and key technology developments in the offshore ammonia production space.

[baldrick1] 15/2/2023 11:58

May the share price rise continue towards the opening in the US markets.

[baldrick1] 15/2/2023 11:41

Watch keenly what Linde is doing linked to ITM..you'll find it's significant..

[grahamwales] 15/2/2023 11:27

Forget that one it’s NEL

[baldrick1] 15/2/2023 11:17

Linde to expand use of PEM electrolyzers worlwide.

[norbus] 15/2/2023 10:38

The doubting Thomas sounds like Joel Roth of Twitter . It was never him but someone else. If he was not lying then he had neither brain , principles or backbone. Which one is our mischief making Thomas? Is 23 March 2022 the latest word on it?

[moontheloon] 15/2/2023 10:13

It's nailed on that 2030 timeline will be extended.... With this government. It's too ambitious and it's not happening fast enough. But obvs ev take up think we've had put peak and it's been shown to be logistical nightmare.

[baldrick1] 15/2/2023 09:38

Ukneon... go back to AFC board;)))

[grahamwales] 15/2/2023 09:22

Bit more on above article.


UK – Hydrogen to be Added to Britain’s Gas Supply by 2025

[bmel] 15/2/2023 08:57

UKneonboy

'maybe' 'seems' maybe you do not seem to be at all sure

maybe, you could do some research,

perhaps, you could look at UK national grid capacity, current demand and anticipated demand when the majority of UK vehicles have converted from liquid hydrocarbons to electricity

possibly, you might also consider the UK geographies of supply of electricity and the demand for vehicle fuelling

maybe that is all a bit too difficult and it is more fun to perhaps speculate on what a few hedge funds are doing - especially after they missed:
the 84p low on 27 Jan,
just before Linde's subsequent statement of backing ITM, and
the 30%-40% YTD bounce across the sector after the US Inflation Reduction Act.

[norbus] 15/2/2023 08:37

You can clean up each and every method of generating electricity , renewable or nuclear . You then need a vector to deliver to applications as well as to store energy. No vector betters green hydrogen to transact operations or for long term storage. Energy density suits aviation to a T. Heavy transport
needs Greeen Hydrogen .. Are people lying about climate change? Maybe but green hydrogen is also a croute to clean environment and water Negatives GH encounters comes from a wealthy Fossil estate fighting to prevent its assets losing most of its value

[norbus] 15/2/2023 08:03

Great question. The answer lies in whether one belìeves the shortes are following Blackrock shorting when ITM were at gbp4/5 , foĺlowers flocking in at much lower levels gbp 1 relying on BlackRock.. Against a star from Linde management who knows ITM inside out, with support from some top notch execs from the top tier stable of Linde

I can see a VW / porsche scene playing out now that Schulz has his awarded options @101 base.. DYOR

[grahamwales] 15/2/2023 07:30

Britain's gas network could carry hydrogen within two years




Just a shame the only hydrogen the UK will have by then will come from oil production.

[norbus] 14/2/2023 23:56

Re Expected 250 bn EU subsidies for Green Hydrogen

Overall, close to €270 billion REPowerEU RRF funds will be available for Member States.

[norbus] 14/2/2023 23:53

The future just got brightet . RED is seen as GREEN increasing the electric power available for electrolysis

[grahamwales] 14/2/2023 16:19

Seen this on LSE board, also notice cash forecast to go down to £78 million in 2026. I sincerely hope that they actually start generating some sort of profit in 2027.