Itm Power Share Discussion Threads

[stevepud] 10/5/2024 15:58

Although from an investor perspective it is good to get a feel for the revenue attached to their products, without stating for a while that anyone has actually placed an order for their kit, the share price is on the drift down again since the announcement today. Long invested, long suffering and short on hair we actually need something tangible on the order front Dennis. Please.

[norbus] 10/5/2024 15:55

ITM iNeptune V is very competitive given the quality

[grahamwales] 10/5/2024 15:09

ITM doing their bit to reduce green hydrogen costs, now we need governments to put pressure on electricity distribution companies to reduce the price of green electricity. There is no way electricity prices should be where they are today when generators of green electricity are being paid 4p/kw


The £4.35m cost equates to £870/kW ($1,090/kW), compared to the $1,200-$2,000/kW for PEM systems estimated by a recent EY Parthenon report.

[norbus] 10/5/2024 14:49

BIGGER TO COME ? : 100MW, ORDERS or both

[grahamwales] 10/5/2024 14:20

Well at least customers know where to come now. Has to be a first publishing their price

Very original and well done ITM

[mugwire] 10/5/2024 13:54

“Introducing the NEPTUNE V, our new full scope 5MW containerised electrolyser plant.
 
Designed against the highest safety and quality standards, and building on the learnings from our operational electrolysers around the world, NEPTUNE V is engineered to outperform.
 
NEPTUNE V provides 5MW of reliable, highly efficient hydrogen production capacity, and is now available to customers at a competitive price of:
EUR 4,995,000 | GBP 4,350,000
 
Find out the detailed scope of supply and more on our product page!
hxxps://lnkd.in/evJWifQY”

[grahamwales] 10/5/2024 12:32

Nexenrgy and Lorentz collaborate for green hydrogen production

[grahamwales] 10/5/2024 12:30

Argyll Hydrogen Hub gets green light.

[moontheloon] 10/5/2024 12:14

https://www.hydrogeninsight.com/transport/shipping-sectors-demand-for-green-hydrogen-could-require-1-000gw-of-electrolysers-and-millions-of-new-jobs/2-1-1641185

[norbus] 10/5/2024 11:50

The market in the USA is wide open given we were told the ex-UK ITM kit satisfies the USA as well as UK and EU regulatory requirements. I am expecting a surprise, pleasant one on Monday.

[grahamwales] 10/5/2024 02:56

Meanwhile no problem in Germany. ITM needs to move there ASAP there is no reason to stay in the UK.


German gas operator says 20% hydrogen blending trial in 100 homes has been ‘100% trouble-free’ after six months

[...]

[grahamwales] 10/5/2024 02:54

Oh look just what this oil loving government wanted.

I dread to think how much money it would cost to replace every boiler with a heat pump. Not going to happen for tens of years if at all 😂😂😂😂

Ministers halts plan to create 'hydrogen town' amid protests at safety of switch over from natural gas and questions over role of technology in helping reach Net Zero target

[grahamwales] 10/5/2024 02:45

Investment manager

So do they invest on behalf of clients ?

[pj84] 09/5/2024 20:40

grahamwales, I wonder whether the Abrdn stake includes the private investors investing through ii now owned by Abrdn, so that it is similar the Hargreaves Lansdowne holding?

[grahamwales] 09/5/2024 14:28

Plug deep in the cack. Manufacturing PEM electrolysers is not easy thankfully ITM have learned from its failures and well ahead of the competition.

[grahamwales] 09/5/2024 14:18

Think he mentioned 2 new products to come so could be Chronos or one other

[stevepud] 09/5/2024 13:29

Didn’t Dennis announce this in their last presentation in Jan that they had a new product called Chronos? Nothing has been said about it since except they made a patent application almost at the same time?

[grahamwales] 08/5/2024 21:23

Memory not the best but can’t say I have noticed ABRDN PLC being a major holder before. Is it a name change

[grahamwales] 08/5/2024 10:57

Moon
Not sure we will get an RNS for product launch as already been mentioned via LinkedIn. Last years trading update was beginning of June so probably be around same time.

[moontheloon] 08/5/2024 10:32

You think they signed as well as having a free item of fruit?

[moontheloon] 08/5/2024 08:46

Did Dennis announce new product launch on linked in? 13th? Is that results day also as no rns stating any specifics