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EXCLUSIVE: Alastair Smith, Avacta Group CEO gives an Operational Update


Itm Power Share Chat (ITM)



Share Price: 29.00Bid: 27.60Ask: 28.90Change: 0.75 (+2.65%)Riser - Itm Power
Spread: 1.30Spread as %: 4.71%Open: 27.00High: 29.00Low: 27.00Yesterday’s Close: 28.25


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Pinballwiz
Posts: 225
Opinion:No Opinion
Price:28.40
Check out @itmpower twitter
Fri 15:04
Great video explaining the worlds largest PEM electrolyser, made by ITM and being deployed at Shell’s Rhineland refinery https://www.youtube.com/watch?v=tpPS62RTKd0&feature=youtu.be
 
SpiceMerchant
Posts: 1,090
Opinion:No Opinion
Price:26.50
RE: I wonder who is supplying the HRSs
Fri 06:43
It could be a McPhy or NEL too. Either way, IMO hydrogen will gain traction with haulage and public transport first. The cars will follow in the future one people start seeing the true cost of an EV and also fcev costs fall.
sharesport
Posts: 1,141
Opinion:No Opinion
Price:26.50
European Nations Backing Hydrogen
Fri 06:09
H-hi
Posts: 3,740
Opinion:No Opinion
Price:26.30
RE: I wonder who is supplying the HRSs
Thu 12:26
Linde group must be supplying them, ITM needs help from department of transport to force all public buses to convert to EV or hydrogen EV. Car manufacturers have chosen pure EV so forget Mirai or nexo or riverside cars ever going mainstream. Let’s hope the grant money keep flowing.
SpiceMerchant
Posts: 1,090
Opinion:No Opinion
Price:26.60
RE: I wonder who is supplying the HRSs
Thu 08:46
Certainly agree FB.
Folderboy
Posts: 324
Opinion:No Opinion
Price:26.60
I wonder who is supplying the HRSs
Thu 08:08
lf only
SpiceMerchant
Posts: 1,090
Opinion:No Opinion
Price:26.60
1,000 H2 Trucks - Switzerland
Thu 07:22
Hyundai are being aggressive in Switzerland. Exactly what the fcev market needs. I wonder who is supplying the HRSs needed for such a large fleet.... https://www.reuters.com/article/us-hyundai-motor-hydrogen-truck/hyundai-signs-deal-to-sell-1000-hydrogen-powered-trucks-in-switzerland-idUSKCN1LZ1VI
Alpaca
Posts: 136
Opinion:No Opinion
Price:26.10
RE: Weichai Power invests in Ballard
Wed 10:58
Thanks, great link.

Chinese appetite for zero-emissions energy is huge and will bet on both batteries and hydrogen solutions.
sharesport
Posts: 1,141
Opinion:No Opinion
Price:25.60
Weichai Power invests in Ballard
Tue 21:00
Interesting - link posted on one of the other boards. ITM & CWR mentioned.
https://www.greentechmedia.com/articles/read/fuel-cell-funding-secured-ballard-power-inks-163mm-investment-from-weichai#gs.CR69wdI

Ballard’s bolstered treasury could accommodate Canada’s Hydrogenics or the United Kingdom’s ITM Power, but with Hydrogenics still competing with Ballard in fuel cell stacks, the latter might be a more natural fit. A leader in Europe’s fast-growing power-to-gas sector, it is building a 10-megawatt electrolyzer (the world’s largest) at a Shell refinery in Germany, has negotiated a strategic partnership with Sumitomo to target Japan and Australia, and will provide the hydrogen for a number of Ballard’s upcoming fuel cell bus deployments in Europe. It is also conducting a feasibility study in Ballard’s home province of British Columbia to generate hydroelectricity-based hydrogen for export to Japan and California.

As for Weichai Power, its Ballard investment comes a few months after the company invested in U.K.-based solid oxide fuel cell manufacturer Ceres Power. (Bosch, with which Weichai had signed a fuel cell technology cooperation framework agreement in 2017, also took a small stake in Ceres Power in August.) And on the same day its Ballard investment was announced, Weichai agreed to commercialize heavy-duty natural gas engines incorporating technology from Westport Fuel Systems, another major member of Vancouver’s clean transportation cluster.
Alpaca
Posts: 136
Opinion:No Opinion
Price:25.60
RE: SP...
Tue 20:03
I would like to think that the so-called long-term, institutional investors in last year's raise would support the SP by cost-averaging...
sharesport
Posts: 1,141
Opinion:No Opinion
Price:25.60
RE: Hydrogen Mobility Australia
Tue 17:53
Here is the text which was referred to earlier in the thread
sharesport
Posts: 1,141
Opinion:No Opinion
Price:25.60
RE: Hydrogen Mobility Australia
Tue 17:52
Toyota has been championing FCEV technology in Australia by demonstrating a Mirai at various events. The company developed its own mobile refuelling station to support the program.

HMA CEO Claire Johnson said the CSIRO technology had the potential to create new export markets for Australia while also opening local opportunities for hydrogen mobility.

“With Australia a potential supplier of hydrogen to the world, it is imperative of governments at all levels to work with industry to realise the full potential of this opportunity, including the development of a local hydrogen-powered transport sector,” she said.
sharesport
Posts: 1,141
Opinion:No Opinion
Price:25.60
RE: Hydrogen Mobility Australia
Tue 17:51
New CSIRO membrane set to transform hydrogen transport via liquid ammonia

AUSTRALIA’S government-backed CSIRO scientific research agency has developed a new membrane that can separate hydrogen from ammonia, paving the way for bulk hydrogen to be transported in the form of liquid ammonia using existing fuel transport infrastructure.

The breakthrough has major implications for hydrogen fuel-cell motor vehicles, as it means the fuel can be shifted from the point of manufacture to refuelling stations more easily than gaseous hydrogen which needs to be stored under high pressure, not only making it potentially hazardous but also requiring costly new transport infrastructure.

Under the CSIRO’s new system, the ammonia is passed through the membrane in a module at a refuelling station, separating ultra-high-purity hydrogen gas ready for pumping into vehicles.

The CSIRO technology was demonstrated today at the Queensland Centre for Advanced Technologies where two fuel-cell cars, a Toyota Mirai and a Hyundai Nexo, were refuelled with hydrogen made from ammonia.

The process has been welcomed by hydrogen vehicle lobby group, Hydrogen Mobility Australia (HMA). Three of the group’s 13 members – gas manufacturer BOC and vehicle distributors Toyota Australia and Hyundai Motor Company Australia – are supporting the CSIRO development with the hope that it will lay the foundation for the introduction of fuel-cell electric vehicles (FCEVs) in Australia.

The CSIRO plans to scale up the membrane process for several larger demonstrations in Australia and abroad.

The development of the membrane is part of a broader focus by the CSIRO on the hydrogen technology chain.

This includes development of technologies to improve the generation of both hydrogen and ammonia from solar energy using water electrolysis and ammonia synthesis and even using ammonia directly to generate energy via both combustion and fuel cells.

The CSIRO says recent advances in solar and electrochemical technologies mean renewable hydrogen production is expected to become competitive with fossil fuel production.

CSIRO chief executive Larry Marshall described the demonstration of the membrane capability as a watershed moment for energy.

“We look forward to applying CSIRO innovation to enable this exciting renewably-sourced fuel and energy storage medium a smoother path to market,” he said.

According to HMA, local and state governments have committed to building hydrogen refuelling stations in Australia in the next 12 to 18 months.

Hyundai has become the first motor company to commit to importing FCEV cars, with small numbers of Nexo SUVs due to arrive in Australia late this year.

The Australian Capital Territory government has ordered 20 Nexos as part of its Hornsdale Wind Farm project from early next year.

Toyota has been championing FCEV technology in Australia by demonstrating a Mirai at various events. The company developed its own mobile
SpiceMerchant
Posts: 1,090
Opinion:No Opinion
Price:26.00
RE: SP...
Tue 16:19
A very large portion of my portfolio is down. With 6 months to go before 'D Day', Brexit is the big factor weighing everything down... However the distinct lack of news here is likely compounding the drop effect.
Seaangler
Posts: 344
Opinion:No Opinion
Price:26.00
SP...
Tue 15:49
On the way down. Not much in the way of sells. Brexit? Manipulation with good news around the corner?? Hoping it's the latter........
colinH100
Posts: 2,104
Opinion:No Opinion
Price:26.00
RE: Hydrogen Mobility Australia
Tue 08:15
I think this development will be a game changer as it allows the safe transportation of hydrogen. I don't think the significance of this new technology has been realised.
sharesport
Posts: 1,141
Opinion:No Opinion
Price:26.00
AA - Mini Hydrogen Dispenser
Mon 20:45
I thought this was interesting. AA can charge electric vehicles and sees demand for hydrogen IMHO.

Fuel Cell Systems launches Mini Hydrogen Dispenser in UK with the AA taking delivery of the first production unit.

Fuel Cell Systems Ltd are delighted to launch our Mini Hydrogen Dispenser – an emergency fill option for hydrogen vehicles. The Office of Low Emission Vehicles has stated that fuel cell technology will play a strategic role in helping to deliver the Government ambition that all new cars have zero tailpipe emissions by 2040.

The first production unit has been delivered to the AA, ready for incorporation into a world-first alternative re-fuel technical development vehicle, alongside a BEV emergency charge unit – really putting the AA at the forefront of new fuelling innovation.

Fuel cells can be used to provide power in a wide range of applications including buildings, communications towers, buses and cars. They generate electricity through a chemical process that combines hydrogen gas with oxygen from the air. The only waste product is water.

In time, hydrogen fuel cell cars will become commonplace instead of unusual. Breakdown recovery vans will need to offer the equivalent of a “jerry can” of fuel for stranded hydrogen vehicles and the Mini Hydrogen Dispenser from Fuel Cell Systems meets this need. Breakdown companies already have fast-charge options for battery electric vehicles. The unit can dispense around 60 bar of hydrogen, providing 30-40 miles of additional range.

Funded by Innovate UK, the project was led by Beth Dawson, Major Projects Manager at Fuel Cell Systems, who commented, “We are delighted that the AA has agreed to incorporate this unit into their technical development vehicle. The support from the Innovate UK family has also been invaluable throughout the product development. “

https://fuelcellsworks.com/news/aa-becomes-first-customer-for-new-mini-hydrogen-dispenser-from-fuel-cell-systems/
Alpaca
Posts: 136
Opinion:No Opinion
Price:26.00
World’s first commercial H2 train
Mon 17:53
World’s first hydrogen train is entering commercial service in Germany today:

https://www.theguardian.com/environment/2018/sep/17/germany-launches-worlds-first-hydrogen-powered-train

"In France, the government has already said it wants the first hydrogen train to be on the rails by 2022."

Has Britain's made a similar commitment apart from removal of diesel stock by 2040?
Interesting, in Germany they are rolling out new stock, whereas Alstom will retro-fit existing 80's electric stock in UK for hydrogen - is this really more cost-effective? Hmm.. Really wish the government would sometimes invest for the future...a lot of high quality engineering jobs could be created..

Here is a vid of it running: https://www.youtube.com/watch?v=TvnEvJ3M5sE
waylow
Posts: 32
Opinion:No Opinion
Price:27.00
RE: Hydrogen Mobility Australia
Mon 13:49
Did you read further on in the same article "new csiro membrane set to transform hydrogen transport via liquid amonia " with this it becomes very safe, thereby very important.
SpiceMerchant
Posts: 1,090
Opinion:No Opinion
Price:28.05
RE: Hydrogen Mobility Australia
Sun 10:22
Good find C and C. I had totally missed that one.
curiouserandcuriouser
Posts: 455
Opinion:No Opinion
Price:28.05
Hydrogen Mobility Australia
Sun 09:35
About 3 weeks old but can't see ifs been posted?

Hydrogen Mobility Australia (HMA) has added three new directors to its board – representatives from Siemens, BOC and ITM Power.

https://www.goauto.com.au/news/general-news/people/hydrogen-mobility-australia-extends-its-reach/2018-08-24/75031.html
SpiceMerchant
Posts: 1,090
Opinion:No Opinion
Price:28.05
POLA - Two New HRS
14 Sep '18
The Port of Las Angeles investing usd41m to increase hydrogen usage... More fcev trucks and two new large scale HRS... I wonder who Shell are going to use for the HRS units? https://www.portoflosangeles.org/references/news_091418_carb_toyota
Seaangler
Posts: 344
Opinion:No Opinion
Price:28.00
RE: ???????
14 Sep '18
Bilbs. Spot on about the SP but the intervening periods are growing at such a time when the opportunities must be increasing. My gripe is the apparent lack of 'energy' to get the whole shebang moving. There are persons on this board who seemingly could provide more enthusiasm in promoting the obvious pros that we are all invested here for. The general public can be persuaded quite easily that H2 is needed as a side by side alternative to battery. The arguments are pretty simple and compelling as we know. Communication is key , we need a voice.
bilboburgler
Posts: 1,848
Opinion:No Opinion
Price:28.85
RE: ???????
13 Sep '18
In my mind the business model and the tech are very linked and our long term investors have discussed both over the years. This model, being a large player in a small and only slowly growing mrkt has been done to death. We are used to itm getting a chunk of money and then silence so the sp falls. The period of fall is 6 to 9 months. In simple terms it is dog or ? But the hope is the market takes off at which point even our ceo will wake up
Seaangler
Posts: 344
Opinion:Strong Buy
Price:28.80
RE: ITM Power = ITM Needs Power.
12 Sep '18
Agreed, we need a great many more H2 pumps and the sooner the better. Hundreds and hopefully thousands. As regards how far I'd travel to an H2 pump I certainly wouldn't mind the 25 miles as it would hopefully fit in with a normal route and more importantly it would negate the need to go EV. EV doesn't fit with my regime and won't work as the numbers go exponential.

As regards ITM's business model I'm not sure they have one. They definitely seem short on Marketing bright sparks. They have so much going for them but no-one can play the trumpet. I wish they would make some ties with the Greens out there ( wind/solar etc. ) then they could carry the save the planet banner proudly. At the end of the day it's where the energy comes from that matters not simply what is emitted by an exhaust pipe.




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