The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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But seriously. TPG should be all over this. 40Gw by 2030, that is a huge opportunity.
If TPG have the tech, then scale it up and get going
'The knowledge and experience to create system level electrolyser hydrogen generation solutions, with relatively low barriers to entry, is limited worldwide to a small number of companies'
'tpgroup is one of the most experienced bringing over 40 year of experience of manufacturing and supporting these types of systems in extreme locations – with ultra-high reliability and class leading safety. This capability has been developed through its thermal business and current energy customer contacts, as well as its industrial links to key enabling technologies such as PEM electrolysis cell stacks'
Too many Banana's is not good for you. But if it can make a 3% difference to the SP in 2 hours then I will be adding more to the shopping this week.
The SP has responded to Bananaman2's rally cry. :D Keep eating those bananas and keep Dr Gloom at bay. :D
TPG pull your finger out and become a big player here.
From 2020 to 2024, we will support the installation of at least 6 gigawatts of renewable hydrogen electrolysers in the EU, and the production of up to one million tonnes of renewable hydrogen.
From 2025 to 2030, hydrogen needs to become an intrinsic part of our integrated energy system, with at least 40 gigawatts of renewable hydrogen electrolysers and the production of up to ten million tonnes of renewable hydrogen in the EU.
From 2030 to 2050, renewable hydrogen technologies should reach maturity and be deployed at large scale across all hard-to-decarbonise sectors.
The EU needs your electrolysers and hydrogen gas production. Don't let it all go to ITM and Thyssenkrupp. Play your part and deliver your tech.
So ITM go up 4% and TPG drop 2% on the EU Hydrogen strategy news.
Just dont make sense.
Why the disparity.
Come on TPG pull your finger out. Other sector businesses are leagues ahead in terms of MCap
ITM have released an RNS re the EU hydrogen strategy.
TPG should be well placed with their electrolysers and their list of clients through TP engineering.
They are pushing this part of the business so would expect to see more in the short term.