Itm Power Share Discussion Threads

[moontheloon] 17/8/2023 13:54

The only one that refreshes the parts others can't reach. And works . 20mw sounds ideal if it works ... For bus depots. Transport hubs etc etc

[grahamwales] 17/8/2023 13:47

Can see the advert now

Poseidon

Probably the best electrolyser in the world

[excelsior] 17/8/2023 13:03

"The implementation, which is moving at pace, will strengthen our operational and commercial capabilities, and steer a successful path to becoming a highly efficient and reliable volume manufacturing company."

From Dennis via Yorkshire Post

[moontheloon] 17/8/2023 12:43

Maybe they will find Neptune cooleys lost kingdom

[grahamwales] 17/8/2023 12:37

Anyone seen loudmouth Gary seems to have gone into hiding

[smokey 1o3] 17/8/2023 12:34

Norbus - Thanks that sounds right. There is of course the Whitfield project in Scotland still listed in Govt projections as being supported.

[shrout] 17/8/2023 12:14

Poseidon seems very appropriate seeing how far underwater most of us are with this one..

[norbus] 17/8/2023 12:09

Makes sense could be
2 X 100 MW RWE
24 MW YARA
24 MW Linde
2 MW info
10X 2 MW Undeclared?

[skinny] 17/8/2023 12:01

Well us holders are ! :-)

[moontheloon] 17/8/2023 12:00

Let's hope it converts to a steady stream of quality orders what we have all been hoping for. That will give cause for optimism. Weve had words for 3 years now. Not sales we expected. Steady stream everyone happy. Working kit and proof. Everyone happy .

[smokey 1o3] 17/8/2023 11:58

It was interesting in the Q & A that the Boss said it is not necessary to have a production facility in the USA for ITM to sell into that market.
Page 15 of the Presentation shows 20MW Plug & Play,50MW Cube and 200 MW Modular, in EXECUTION. Is that what we had in mind before today. Anyone?
To me its all positive.
👌

[skinny] 17/8/2023 11:49

That last sentence speaks volumes!

[bmel] 17/8/2023 11:39

He also said they have supplied several Poseidon quotes for tenders.

Also notable that he said they are now actively quoting ‘after a period of having withdrawn from active sales effort’.

Now that we can demonstrate our ability to deliver kit that works, we can confidently resume selling it.

[skinny] 17/8/2023 11:37

Video now available :-

[aja2] 17/8/2023 11:06

Dennis said they were already building a unit and the question was asked again and he re-iterated what he said the first time round.

[grahamwales] 17/8/2023 11:04

Looking forward to Zeus launch next 😁

[secretsquirrel1] 17/8/2023 11:00

Really? Looked like a CAD render only?

[norbus] 17/8/2023 11:00

I had missed the refocus on sales from Germany

we are now taking a much more active approach to sales. For this purpose, we are currently building up a new global business development function in our new Linden facilities of ITM Power Germany right in the heart of our core market, the EU.

[clabburn] 17/8/2023 10:40

I didn't see the presentation but enjoyed reading through the report this morning. It looks like the company is quickly reorientating with a strong set of clear priorities. Basing sales out of the Germany office is a wise move and grew to see investment being planned to grow capacity. We can hopefully look forward again with excitement. 2025 looks to be the big year now. Essentially two years have been wasted by the previous management blunders but we have been lucky in some respects that these problems were surfaced early. Hopefully a FID from shell at refhyne II to come in the next few months and potential for upside if the plug and play business starts to accelerate.

[moontheloon] 17/8/2023 10:35

Building foundations or re building, but walls are a while away. Imo . May get some good top up. Or re entry prices in next week or two without any contact news

[colsmith] 17/8/2023 10:23

Impressive presentation showing clear roadmap of product based based on standardisation, testing and Quality control whilst basing future on R&D. Customers should see ITM is a good partner for long term commitment too.

[bmel] 17/8/2023 10:21

The graph on successful FAT was very impressive indicator of what progress has been made.

The plan to increase site power input from 7.5 to 30 KVA is one hell of an indicator of where we are going.

As you say - stunning.

[norbus] 17/8/2023 10:15

Stunning turñaround; clearly changed policy on announcing projects : potential EBITDA B/E 2024 if volume is achieved

Gracious mention of Cooley : he does not deserve gìven the hell people lived under.. Good to see Simon back.

[moontheloon] 17/8/2023 10:07

The dreaded double negative doji