Itm Power Share Discussion Threads

[skinny] 10/7/2024 11:39

A bit more on the £7.3Bn :-



The chancellor said that she wanted to “start getting money out of the door” with proposals to invest £7.3 billion in projects ranging from green steel and hydrogen to capturing carbon and ­storing it in the North Sea.

[norbus] 10/7/2024 11:07

ITM now has a technology, management ,credibility with a stability lead that today coincided with a consensus that the world needs Green Hydrogen. Promising future ahead

[gimmethefax] 10/7/2024 10:59

"The envisaged 200 MW plant is part of RWE’s ambition to erect a 300 MW electrolyser by 2026 at the Lingen location within the framework of the project GET H2.

RWE plans to scale the total electrolyser capacity at Lingen to potentially 2 GW by 2030."




They are most candid with their ambitions.

And that's just Lingen.

Could be.

[skinny] 10/7/2024 10:51

Well we have the PRELIMINARY RESULTS on 15th August.

[gimmethefax] 10/7/2024 10:47

Could be RWE; they'd be securing a substantial amount of capacity at ITM, considering their other projects.

Could it be Linde?

[sambocoole] 10/7/2024 10:35

No one can answer other than ITM. Schulz is not the con artist Cooley was hiding SoCal cancelled order. You now look at credibility underwritten by an ambitious star and Linde itself.


The multinational , could be RWE. has many projects requiring various size electrolysers and is able to call on the reserved capacity, anticipating a bottleneck in supply.

There is now a visible stream of governments supporting G H2

[gimmethefax] 10/7/2024 10:21

The reservation is subject to expectations?

[gimmethefax] 10/7/2024 10:09

Is the reservation subject to a FID?

Is the customer free to change their minds on the 500MW?

Wen first shipment expected?

No further details provided.



Would someone help me understand this part of the statement, please?

"and foresees call-offs against future projects in Europe and the US."

[supernumerary] 10/7/2024 09:49

I imagine they were offered a good deal for the reservation, and neither party wants that to become public knowledge.

[moontheloon] 10/7/2024 08:33

It's not unrealistic to soon be back in 3 digits and stay there... and see where we go from there. A Solid order rns soon will be transformative with short term business and work in progress and the background reserved capacity which will come with a figure in place for the reservation. Which should be revealed. Or clarified I feel by the company

[skinny] 10/7/2024 08:25

I know the past is no guarantee of the future, but I'm sure that I'm not alone on here in having sold some of these at 10+ times the current price and that price was fuelled by hope and expectation.

We now have the foundation of multi-million pounds of 'real' orders.

Enjoy the ride!

IMHO!

[moontheloon] 10/7/2024 08:16

We have orders coming in and masses of capacity being reserved, companies suddenly not wanting to miss future capacity so this will increase. A fid or two would help. And a very important factor in my eyes as massively supportive government who know us have already made massive strides in their first few days. I expect an order from the government for gb energy. In the gw's. Sooner rather than later.

[gkace] 10/7/2024 08:13

going way past 70p now. Labour big push of green

[moontheloon] 10/7/2024 08:12

The 60p day is on us. Then steady builder to over 70p and higher positions

[moontheloon] 10/7/2024 08:10

Haha what irony when the share price goes the other way from a ridiculous short. After 20% rise an easy call but not after 7% pullback on profit taking. Be lovely for us all to watch you burn Barnes

[barnes4] 10/7/2024 08:05

So easy to read
It’s like free money 😊👍

[grahamwales] 09/7/2024 22:50

No bids just orders

[moontheloon] 09/7/2024 21:11

https://www.linkedin.com/posts/energygovuk_just-announced-climate-and-energy-expert-activity-7216493316870148096-YmPD?utm_source=share&utm_medium=member_androidGonna help our success

[onehanded] 09/7/2024 18:09

My target is £2, expecting this will have a bid in the coming 6 months. share price cheap but the market behind the curve on this one. We will see….

[moontheloon] 09/7/2024 15:25

Blue finish .. lol. Stranger things have happened. Someone clearly wanted some cheap shares

[barnes4] 09/7/2024 14:38

8 quid dream 😴

[nicebut] 09/7/2024 14:03

I bought a few more, 20300, between 51 and 49p a couple of weeks ago...Looking for c£3 medium term.


I think this'll be closer to £8 this time next year and we'll pass £3 later this year.

[barnes4] 09/7/2024 13:52

Opened another short back to 46 or hoping for much lower