Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Https://pbs.twimg.com/media/GFv1HcnXMAYX5Hp?format=jpg&name=900x900
Both parties recognise that investing in one's future in ten years is not a vote winner compared to the needs of today. This is pretty normal human behaviour, see also boiled frogs.
Our job is to convince them otherwise.
Stupidly sold on the back of the news, back in at 62
This Labour news has been on the media radar for several days already. I think that's why loads of my green funds have been in steep decline for a few days. There may be a modest further drop as a result of this formal confirmation, but my guess is that it's mostly priced in by now. It's certainly not going to help sentiment. It's all very disappointing, I was convinced that green would be a good investment strategy for the foreseeable future, but the UK at least just doesn't seem to know what it wants.
Long term storage of the 'stuff' ~ Within the musculo skeletal system of anything that moves I imagine.
https://www.iaea.org/newscenter/pressreleases/japan-informs-iaea-about-incident-at-fukushima-daiichi-nuclear-power-station
Just as the initial pledge of £28 billion did not affect the share price, dropping the figure will have no impact either.
The news clarifies that the government isn't committed to the £28 billion figure, but it doesn't indicate dropping the policy entirely, just adjusting the exact amount.
This will likely hit SP tomorrow.
You have to be a little careful with Chinese sourced news. They don't have a free press and bully neighbouring countries over anything, part of the pleasures of living near a one party state country. Note also "which may contain 22 billion becquerels" MAY be the operative word. Without pushing back about the leaks, what exactly are they supposed to do with this stuff?
22 billion becquerels of radioactive materials such as cesium and strontium.
https://www.chinadaily.com.cn/a/202402/07/WS65c35af9a3104efcbdaea423.html
Have a look at RR. Chart, you will find out how slow it goes, Jesus!!!
How slow dose Rolls Royce go
This could easily be the next Rolce Royce..
Slowly but surely on the up hill!!!!
More of an FYI Rick
This was placed four days ago so unlikely that it had much to do with todays drop.
AQR Capital .5%
To misquote the bard. There is a tide in the affairs of hydrogen, Which taken at the flood, leads on to fortune. Omitted, all the voyage of their life is bound in shallows and in miseries. On such a full sea are we now afloat. And we must take the current when it serves, or lose our ventures.
Just still hoping that they can hang in there long enough. They'll either get carried along with the wave and thrive and expand, or be submerged by it and disapear! Hopefully the former with some good Sales people on board with excelant sales commission packages.
We are pleased to announce James Collins as our new Head of Business Development.
In his previous roles at ITM leading Investor Relations and most recently Corporate Affairs, James has already been active in leading discussions with customers, investors, funding agencies and government stakeholders. As Head of Business Development, James will focus his experience on leading our customer engagement activities to accelerate the growth of our pipeline.
“I am excited to take on this role. ITM clearly has the best PEM technology in the market today and the opportunities for our growth are vast as the green hydrogen economy accelerates. Our products can now be sold and deployed into most regions around the world, and I look forward to driving customer engagement with ITM and making a contribution to our future success.” James Collins.
Until ITM get a steady postive cash flow from sales and shipping/installation this share will continue to follow the wind where it blows. Please don't be surprised by the movements. It is now a much better machine in terms of design, manufacture and support in the field but it lacks sales. It mainly lacks sails because the governments of the world are failing us.
So that sort of asks the question, what is Dennis doing about this and what can he do? I guess keep making strategic partnerships and then lean on those partnerships. What is sHell actually doing to up green hydrogen usage (basically nada apart from one tiny unit in Amsterdam)? What is Linde actually doing to up green hydrogen usage (basically nada apart from two trials)? What is SEMA actually doing to up green hydrogen usage (nada).
Over to you Dennis. What can you do to win a stream of orders?
I haven’t always considered the gasses associated with Baked Beans to be especially green………
Plentiful, certainly.
Starting to retrace now, from a high of 70p yesterday back down to nearly 60p, sometimes you are flogging a dead horse at the moment with shares.
Green Beans Means Heinz.
Fear
I remember when I was told in automotive that we should not fear the Japanese (in the 70s) and I watched them ruin the corporation I was in. Recently I was told another hi-tech UK business should nto fear the Chinese and ... guess what... I always fear the enemy especially one with a controlled economy, low costs, an import ban (cultural or by law) and great education. Doesn't mean we give in, but it does mean ITM has to up its game. In the short term some sales would be nice. Right now the Sp is balanced on fog and mirrors.
Https://www.telegraph.co.uk/business/2024/02/05/heinz-baked-beans-maker-hydrogen-factory-greener-gas/
No mention of ITM....but fingers crossed.