Itm Power Share Discussion Threads

[norbus] 17/7/2023 17:22

I think you are right. He can't turn up with nothing.. Australia or YARA

[mj10] 17/7/2023 17:18

I assume they could have held on to that news for 10 days had they wanted to.Another positive sign

[clabburn] 17/7/2023 16:54

Great news today. Refhyne II was my assumption as well. This is what investors need: revenue coming in for delivered projects and an order pipeline we can trust. Further patience will be needed as we are still looking at 2024+ before these big projects start to show up as revenue but a 100MW FID in 2023 is exactly what ITM need. They can demonstrate their ability to manufacture a standardised product reliably and, hopefully for us, at a price that returns postive margins for once. Let's not forget, RWE plan to scale their electrolyser at Lingen to 2GW by 2030. If they get these next projects right, we should expect repeat business and a sold out factory for years to come. From there, we can look at expansion and once again getting back to where we all expect ITM to be. Still a long road but Im optimistic.

[skinny] 17/7/2023 16:54

Blackrock have reduced their short -0.17% to 0.99% - total shorts now 4.66%.

[grahamwales] 17/7/2023 16:20

Will have another look

[norbus] 17/7/2023 15:32

I am betting 100MW is for Refhyne II
That wiĺl mean many more for refinerys
Space convnience and safety

[norbus] 17/7/2023 15:31

I am betting 100MW is for Refhyne II

[bmel] 17/7/2023 15:00

Graham. Not that project - last para says it is alkaline.

The mystery remains……;… for now.

[gerby derby] 17/7/2023 14:52

Fill yar boots

[moontheloon] 17/7/2023 14:48

Sizzle in a pan

[grahamwales] 17/7/2023 14:09

There are also more governments than just the UK. The UK is run by oil and gas companies.

Sunak and his band of puppets are in their pockets.

[grahamwales] 17/7/2023 14:05

ii stop living in the past 😂😂😂

[vlad the impaler] 17/7/2023 13:04

What we have here ..is a two year cash party ....

Impaler

[moontheloon] 17/7/2023 13:03

Panic burn

[institutional investments] 17/7/2023 12:56

Can play this fkn game all day but I'd just rather calling you gerbils

II

[institutional investments] 17/7/2023 12:55

So cash burn let's say circa 100 mill per year average verses 2 million revenues verses real deal parliament views?

Not great looking for future revenues

[institutional investments] 17/7/2023 12:54

Would you like to know more?

II

[institutional investments] 17/7/2023 12:54

If hydrogen were to completely or substantially replace gas in domestic heating systems, a massive and costly programme of replacing boilers, meters and network infrastructure would likely be required.1

It seems likely that any future use of hydrogen will be limited rather than universal.