Since the defenestration of the Aussie Conservatives the country is going asap at renewables
well, there certainly are a lot of small builders around Europe, tend to be a man in a garage with maybe teams of 4 to 10. They seem to pick up smaller contracts, hence I can only assume the basic patent technology is pretty open. Though there is a big difference from home-crafted to production, Forrest has been looking into this for about 5 years now and he has a lot of capital.
Hence, I can only assume he has been developing prototypes during that time. He also has a track record of understanding "productionisation" so yes I would bet he can do it. Easy, no this stuff is not easy but enough people have been down the route before
I had a similar experience with a relatively poor entrepreneur some years back. My company developed a productionised solution for marking fruit (no more sticky labels) and found this guy as a route to market. He hired in a scientist who decided he could do the job more cheaply and off they went.... ran out of cash (why we still have sticky labels on fruit). Forest will not run out of cash.
So I thought I'd dig a little bit into ITM-Linde as to the mutual exclusivity of this element as the ITM website suggests that it will "focus on 10MW and above". My memory suggests that at the time the deal was "only" or "uniquely" but to confirm that would take more googling than I'm prepared to do. So their website https://www.itm-linde.com/legal-notice looks a little moribund. The website has only been last modified in August 22 and the C element is 2020. The recruitment page has not been modified since early 22 and nothing much done there so no recruitment. Not all the links work on the "news" section so I'm guessing this is not bringing them any benefits so they are just leaving it. I note that this JV has its own MD
amen to that
national grid negotiating on price perhaps?
access to all such contracts are limited and available via google.
what someone says on a chat room, who may or may not be CEO is open to a view.
I'll leave it to you
https://stateraenergy.co.uk/about
"we are going to need a bigger grid"
assuming DW is Dennis the CEO he has contractural obligations through the JV on units over a certain size. So not his preference, just what the contract says.
MW (mega watts)
mw (milli tungstan)
We are talking about the same "S"hell are we? The greenwashing fossil fuel company?
at a basis of 65p cash in the bank they you are being asked to pay a 12p premium for this bet assuming the company is worthless. What a great opportunity. With JPM suggesting 210p. Yikes
€1/kg infrastructure costs is an interesting metric.
I see the Economist reckons the world is only spending 1/5 of what we should on green infrastructure at the moment to hit agreed 2050 targets
probably worth thinking through the risks of Ammonium in the sea
And thank you for giving up so much of your weekend for this communication process.
Northern Lights, yes looks good but to put a Financial Director's hat on for a second, "but where is my 10,000 year warranty"? Myown view is this is the only one I trust https://www.theguardian.com/environment/2021/sep/09/worlds-biggest-plant-to-turn-carbon-dioxide-into-rock-opens-in-iceland-orca
Hydrogen molecules are so small that leakage in the gas network seems a real problem
testing has been done, https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjhqpHSmKz-AhVzQkEAHZmeDvEQFnoECAsQAQ&url=https%3A%2F%2Fwww.netbeheernederland.nl%2F_upload%2FFiles%2FWaterstof_56_b1b7ae6e6c.pdf&usg=AOvVaw2ax7wLMA9XsEx6GlWHnbZY may help
Probably more a view than a question but.
Do you think we should be using valuable potential H2 storage to store CO2 and who do you trust to store CO2, especially since many fossil fuel companies cannot stop methane leaks?
Are there any shareholder or IMechE visits coming up I could tag along to?
sure, this department must cost a sum. Are there still governmental'research contracts that need winning? I guess they also are part of the whole marketing process so are they offering a good "bang for their buck"?