Itm Power Share Discussion Threads

[grahamwales] 04/7/2024 18:50

And at a price that the competition struggle to compete with 😉


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

[gimmethefax] 04/7/2024 18:13

Skinny spotted:



20 MW for large...

2 MW for small...

5 MW for mid-sized projects: Operating range: -20C to +45C

"Engineered to Outperform"

[gimmethefax] 04/7/2024 18:12

Where'd you hear about the visit?

[skinny] 04/7/2024 17:14

From the website :- .

[sambocoole] 04/7/2024 17:10

Tòday, a 20 person delegation from Bloomberg visited ITM. No doubt they were told of YARA's 24MW electrolyser in production of Geen Amonium Nitrate already sold and delivered. Moreover RWE's 1st 100MW of two at Leuna is about to be installed..Hoping for a good Bloomberg report

[sbb1x] 04/7/2024 08:43

Bid and ask moved up again....

[sbb1x] 04/7/2024 08:37

Here shes goes

[skinny] 04/7/2024 08:25

Some decent rises over the water - PLUG +8.81%, BE +9.70%, GCEL +10%, BLDP +6.4%.

[sbb1x] 03/7/2024 15:44

3 green days in a row

[sbb1x] 03/7/2024 15:44

Higher low and higher highs being seen , is that green days in a row

[grahamwales] 03/7/2024 09:38

Scotland and Wales both have the potential to produce green hydrogen/Ammonia which can be exported to create wealth for the UK. Still waiting for Labour to actually say how GB energy is going to work.


Calls for hubs to turn Scotland into leading hydrogen producer

[grahamwales] 02/7/2024 16:30

Glad someone is reading my posts 😁

[aja2] 02/7/2024 16:06

40,000 sqm is 430,556 sqft

[danvandan] 02/7/2024 13:11

Shell is in the news again today underlining how unreliable an investment partner it is when it comes to renewables and zero carbon - Shell is apparently halting its bio-fuel projects in the Netherlands. I doubt anyone here would say that's a bad thing, from the point of view that bio-fuels are not a real answer to anything anyway, but it bodes ill for Shell's support of ITM projects.

But there's a potential silver lining - Shell is making it obvious that it needs strong incentives to pivot away (in even a small way) towards renewables and zero carbon projects. Our new govt will hopefully understand this and act on it. We will have to see how Labour takes up the reins of the nascent hydrogen industry push - so far they've not said much about it but they did have a very bold investment plan a year or two ago. I probably don't need to say that we watch and wait.

[danvandan] 02/7/2024 12:52

barnes, when you say that short sellers are 'all over it like a rash' you're talking about just two hedge funds, neither of which have a good record on successful short-selling.

You're statement that 'it isn't going to happen' is as good a position as any. It's purely speculative though, and people who would argue with you are simply speculating the reverse. The government can make this happen though. It merely requires some tax and environmental incentives to get the hydrogen ball rolling.

For that reason, I reckon the never-going-to-happen versus it-will-happen argument is slightly on the side of the bulls, but not massively (as shown by the slowly drifting shareprice). Take a look at the HAR1 and HAR2 project plans. HAR2 govt funding winners have not been announced yet, but these are the big projects. HAR1 projects are many (about 20 from memory) and all are in planning limbo and for the ones that get past planning, the project funders then need to commit and some of those will, I daresay, drop out or drag their feet. These are the projects that will fire the starting gun on the ITM shareprice. As I said earlier, we watch and wait.

[barnes4] 02/7/2024 12:35

Graham

It isn’t going to happen mate

This lot talk the talk but can’t walk the walk

It is becoming more and more obvious as the weeks tick by and the cash pile dwindles away

Which is the reason short sellers are all over it like a rash