Itm Power Share Discussion Threads

[moontheloon] 12/3/2023 11:32

A green trade war. Thats getting very prominent. Finally . Baby steps. Will the government mature only after the boat has left ?

[norbus] 12/3/2023 11:15

Banking crisis in California's Silicone Valley Bank! Biden trying to break the bank , China preparing for war, and it will not stop at Taiwan, Russia at Ukraine with hypersonic missiles, Iran about to get its nukes, Democrats trying to keep Trump out .. What price is energy independence in this hell on earth?

[bmel] 12/3/2023 10:09

Good articles Sonic

[norbus] 11/3/2023 18:40

Great post from sonic25 tuther thread

[melegramforttongo] 11/3/2023 14:37

Why don’t you let moon fight his own battles then ?
He doesn’t need you sticking up for him on here.
We love having a good old laugh at Moon.
He deserves it for his past actions.
He remains unrepentant so the games continue.

Try not to engage ok .
Just leave it .
LET IT GO .
Walk away ..

[sonic25] 11/3/2023 12:56

Inside the Global Race to Turn Water Into Fuel.



"In the Pilbara region of Western Australia, and in dozens of spots around the globe endowed with abundant wind and sun, investors see an opportunity to generate renewable electricity so cheaply that using it to make green hydrogen becomes economical. Even if only some of the projects come to fruition, vast stretches of land would be duly transformed."

"For eons this has been a quiet, unremarkable place. Thousands of square miles of flat land covered in shrubs and red dirt. The sun is withering and the wind blows hard.

It is exactly those features that qualify this remote parcel of the Australian Outback for an imminent transformation. A consortium of energy companies led by BP plans to cover an expanse of land eight times as large as New York City with as many as 1,743 wind turbines, each nearly as tall as the Empire State Building, along with 10 million or so solar panels and more than a thousand miles of access roads to connect them all.

But none of the 26 gigawatts of energy the site expects to produce, equivalent to a third of what Australia's grid currently requires, will go toward public use. Instead, it will be used to manufacture a novel kind of industrial fuel: green hydrogen."

"We are about to jump from the starting blocks," said Anja-Isabel Dotzenrath, who once led Germany's biggest renewable energy company and now runs BP's gas and low-carbon operations. "I think hydrogen will grow even faster than wind and solar have."

[grahamwales] 11/3/2023 11:14

Mel

Didn’t realise it was a contest fact is I can just ignore most of your comments and engage when it suits me

😂😂😂😂

[melegramforttongo] 11/3/2023 10:49

Mate , you should be concerned about the financial peril you are in on here .
Nice of you to show concern but one should look closer to home ;-)

Graham , you should know better than to engage with me.
You will end up down a rabbit hole having to navigate multiple snares … do you really want that ?
You know you can’t win.

So back to my original question , on a scale of 1-10 ….. 😂😂😂😂8514;😂ԅ14;😂😂;😂

[grahamwales] 11/3/2023 08:26

Mel

Not angry with you just concerned. Living with you mum at your age is not healthy you need to move out and fend for yourself.

Must be hard not having any friends

[melegramforttongo] 11/3/2023 07:18

Graham , you don’t have to hold ITM if you don’t want to.
Are you trying to show loyalty to Norbus and fellow loser Moon ?

On a scale of 1-10 with 1 being incandescent with rage and 10 being incandescent with rage how angry are you with the ITM share price ?

Take your time ….

[sonic25] 10/3/2023 20:53

"It's very easy in this current phase for two people you've never heard about to create a 30-gigawatt project and put out a press release,"

"Phantom projects are not a problem confined to Australia. Only 10 percent of the US $240 billion worth of hydrogen projects announced worldwide are actually moving forward, according to a September 2022 study by consultancy McKinsey & Company. Yet many more are actually needed. Building every electrolyzer promised for 2030 would provide only about one-sixth of the green hydrogen required to meet climate targets, according to figures from the International Energy Agency in Paris."

Australia goes all-in on green hydrogen -


'However, manufacturers are reluctant to invest in scaling up capacity due to uncertainty around projects, according to Daniel Schwappach, head of sustainable energy systems for the Middle East and North Africa at Germany’s Siemens Energy.

"We need a lot of security in our projects and our funnel to invest further into factory capacity... large-scale announcements are good, but if you do not see this in a concrete funnel, it is difficult to invest," he says.

Schwappach adds that, while country-level announcements of planned hydrogen capacity help to show ambition, this may not be enough to justify investment in local manufacturing capacity. He points to Oman - which has set a target of 180GW of renewables and 100GW of electrolysers by 2050 - as an example.

"Overall, in numbers, that means we need to build out 300mn solar panels, 10,000 wind turbines and, roughly - depending on the size of the specific electrolyser - 5,000 electrolysers. Looking into my funnel right now in Oman, it is far away from these numbers," Schwappach says, adding that "there is a mismatch between real projects moving forward from pre-Feed, Feed status toward FID status [and] the numbers we see as ambition".'

Paper projects hold back green hydrogen sector -

[moontheloon] 10/3/2023 16:58

Maybe we see short reduction after last few days.

[grahamwales] 10/3/2023 16:28

Mel

School finished for the day. How’s your mum

[melegramforttongo] 10/3/2023 16:24

Can we stick to winding moon up ?
I like doing that .
Why idle chit chat about the current ITM share price ?

Stay on topic

[melegramforttongo] 10/3/2023 16:20

Moon ? Do you now need to 5 bag to break even ?

Are you trying to average down ??

Have any of us predicted that average correctly yet ??

[moontheloon] 10/3/2023 16:18

Numerous 10k buys going through today

[moontheloon] 10/3/2023 13:36

Sse links. Another potential. We need to move out of potential

[grahamwales] 10/3/2023 13:16

Plan for one of world’s biggest wind farms in Forth to power five million homes

[grahamwales] 10/3/2023 12:05

That’s a lot of electricity but where is it all going

[moontheloon] 10/3/2023 12:05

The peasant really has no research on itm lol. Gearing on debt wt actual f. Thick bstard. Stick to root veg

[baldrick1] 10/3/2023 11:59

How high is itm gearing on its debts??

[baldrick1] 10/3/2023 11:48

Is it 80-85p the new price target???

[colsmith] 10/3/2023 11:47

SK - thanks. interesting article. This extract suggests a future rollout is being considered at some time. Perhaps the ICE vehicles may be dying on a rising curve.

“We’re fighting to create a future for the internal combustion engine by tackling technology deemed unfeasible for cars, in the uncharted territory of -253oC,” said Driver, Masahiro Sasaki."