Itm Power Share Discussion Threads

[gimmethefax] 12/2/2024 20:26

Just watched the Pres/Q&A.

.........


I did wonder what you were talking about, N,.

Chronos? New stack. Interesting.

.........


"Market consolidation has started".

People will try to make comparisons with ITM Power, as if they're all the same - while omitting the differences, which are great.

ITM Power is patently different to all the rest, and so well placed.


.........

The only negative I could find (but it is a big one) is just repetition.

"FIDs to be unlocked through the normalisation of today's inflation" - is this an assumption or a presumption?

[grahamwales] 12/2/2024 19:56

If only the UK government had the same incentive to de carbonise

Hydrogen equipment manufacturers in the Netherlands in line for subsidy of up to €50m

[...]

[gimmethefax] 12/2/2024 19:03

You seem convinced.

Enjoy the stabilisation.

See if you can keep your balance when they pull the rug.

[thanatos abyss] 12/2/2024 17:02

Miracles work in mysterious ways

Gerbils celebrate near 73s last week. 63s today

[grahamwales] 12/2/2024 16:51

Climate change isn't going to change unless we do.


If AMOC Runs Amok, Life In The US & Europe Will Change Dramatically

[moontheloon] 12/2/2024 16:51

Gaining visible traction. Not shorting season here anymore

[skinny] 12/2/2024 16:43

AQR Capital Management, LLC have reduced their short 0.50% -----> 0.49%.

[moontheloon] 12/2/2024 16:36

Maybe 2024 is the year of action as inflation recedes after all what is 'normal' all I know is they have green targets that are expanding. Itm well placed to get more from Europe and the rest than the UK

[moontheloon] 12/2/2024 16:32

The eu won't achieve any targets whatsoever if they start cancelling the little projects that have been actioned. As demonstrated today they're adding I'd say at least 300mw. Itm would not be involved if they weren't the preferred partner . And inflation inflates everything but that balloon is stabilising which goes against your armageddon theory. And hopefully supports sensible rational thought now

[moontheloon] 12/2/2024 16:27

Please say when. Get out! Take the ill gotten profits

[nicebut] 12/2/2024 16:19

Some solid buying into the close...at the moment.

[gimmethefax] 12/2/2024 15:06

No, not to be sniffed at.

But we are still waiting on FIDs, which are said to be delayed by certain factors, such as inflation.

And although Refhyne 2 has EU backing, this decision has not yet been made, as far as I am aware.

[moontheloon] 12/2/2024 14:43

Don't sniff at it

[gimmethefax] 12/2/2024 13:41

FEEDs, working to an assumption of inflation normalisation…

Tricky.

I don’t disagree with Clabburn.


Any news on Refhyne 2 ?

[institutional investments] 12/2/2024 12:05

Goes directly to a short house report .

I think it's important for you,...

[institutional investments] 12/2/2024 12:02

Anyone willing to post an image?

"We found the hot gates"

[moontheloon] 12/2/2024 12:01

Several 100mw ain't immaterial

[institutional investments] 12/2/2024 12:01

I'm afraid all the boys are primed now

59.60s will be snowball down

[institutional investments] 12/2/2024 12:00

Dont be sucked in by the cons dude. They caught Graham at 400p

😂

[moontheloon] 12/2/2024 11:59

Wow is that all we goy?? Swimming against the tide now guys

[barony] 12/2/2024 11:55

Must we rns if it’s not an order, but an invite to be involved in the design stage of a project?

[vlad the impaler] 12/2/2024 11:27

Dan is using us to buy at 29s

No need

Going there anyway

😂

[institutional investments] 12/2/2024 11:24

Listen girls,

"Don't play with beasts when you are the snack"

Vlad unleashed soon