Member Info for Digitalis

@myoung, thanks for your thoughts. This is a topic I am trying to get a better understanding of, so welcome your input. I suggested a pennant was forming on the flag pole a couple of weeks ago but didn't get any responses. Also noted that the run yesterday was attempting to breakout from the pennant and so today too.

I'm curious on the chart you are looking at - I thought there was resistance at around £1.20 if it breaks past £1 but that after that it would hit resistance at £2? I see the gap too but curious on your thoughts on the resistance levels?

I concur. Apologies, although I hope I have been of service in some small measure

While there is a certain elegance to the idea, I don't think an as yet unannounced subsidiary could be described as large global utility company for the 500 MW reservation. It also couldn't be the smaller Neptune II reservation as that is from HAR1 funding round. So I think not.

I also think that would be looked on most unfavourably by markets as disingenuous.

But the good news is that that means they are still there as additional, just waiting for them to be called on.

Not my intent @troublesome, indeed it can become tiresome having to debunk the same narrative time and again, however, let's just keep it clean and classy is all I mean. Avoid laying out any moral molehills to be clambered up on to.

Precisely, tomorrow is another day, we shall see whatever we shall see

I do wish that it was possible to focus on debunking negative posting when appropriate without obfuscated name-calling or other hidden derogatory comments.

I also note that all the time the share price rises and the shorts stay open, that is a good thing. In fact, I'd prefer the share price to rise to £1.50 without a single short being closed (or higher it is just a number as exemplar) as it means they are irrelevant to the price and still have to close.

Troublesome.

There was no new news - at least not what I've seen

It is reasonable that it could be building sentiment following the hydropulse announcement and the fact that timing seems to indicate interest from a timezone similar to the US, following price behaviour over the last couple of days.

AIM is synonymous with Casino

At least the UT held the positive position.

I agree, ITM does deserve better

I just happened to look at the Google share price and it was showing at the time I did, it is now showing at 83.94 @Eastwood

85.3p paid...

True, I was just being flippant - I also like nurses, defence and an educated population, although I'm not convinced paying tax guarantees that as I have no control over how those tax receipts are spent, (CCS subsidy, I'm looking at you)

Umm, you hedged a growing capital gains tax bill by buying ITM....

Me too but same, same - lots of modern buildings don't come with bannisters, got to move with the times

Oh, now you come to mention it, I think I remember hearing something about that...

Yesterday's run at breaking the pennant must have rattled some cages. Every chance of another go today.

Https://www.h2-view.com/story/h2brazil-to-invest-e1-3bn-in-green-hydrogen-and-ammonia-projects/2128800.article/

H2Brazil to invest €1.3bn in green hydrogen and ammonia projects

Speaking to BNamericas, CEO Pedro Caçorino said that Brazil’s renewable-rich power grid allows H2Brazil to produce green hydrogen at €2.50/kg – close to the cost of grey hydrogen and around half the cost in Europe, making the nation highly competitive for exporting low-cost green hydrogen and ammonia.

What country is that big brown blob on the eternal power projects page, again?

https://eternal-power.de/projects/

Umm, on the verge of breaking the pennant?

We apologise for the interruption to your regular viewing, normal service has been resumed.

Not directly relevant to ITM (but then nor was the negatives post), at least not yet:

https://balkangreenenergynews.com/serbia-plans-hydrogen-transport-through-gas-pipelines/

Serbia’s natural gas transmission system operator, Transportgas Srbija, has invited bids for the preparation of a study on the technical feasibility of transporting hydrogen through the gas network. The study should assess the quantities of hydrogen that can be transported, as well as the impact of blending hydrogen with natural gas on the transmission system and key consumers. The goal is to determine the technical, investment, and regulatory measures necessary for integrating hydrogen into Serbia’s gas infrastructure.

https://gmk.center/en/news/arcelormittal-poland-launches-new-hydrogen-furnaces-in-krakow/

GMK - mining industry analytics

UKR

RUS

ENG

News

Posts

Infographic

Interview

Analysis

Manufacturers

Сonsulting

All news

View all

30 June 2025 Canadian steelmakers consider government’s proposed protective measures...

30 June 2025 ArcelorMittal Poland launches new hydrogen furnaces in Krakow

30 June 2025 Taiwan has imposed temporary anti-dumping duties on Chinese hot-rolled steel

30 June 2025 Atlas Holdings to acquire Evraz North America with assets in the US and Canada

30 June 2025 Ukraine increased pig iron exports by 35.1% m/m in May

30 June 2025 German LEAG suspends energy project using green hydrogen

30 June 2025 Austria increased steel production by 12.2% m/m in May

30 June 2025 The FEU calls on the government to set a more realistic climate target

30 June 2025 Consumption of steel products in Ukraine rose to 1.56 million tons in January...

30 June 2025 Ukraine has the potential to become part of Europe’s green course – Fer...

CompaniesGreen steelGlobal MarketIndustryInfrastructureSocietyStateTechnologies

HomeNewsArcelorMittal Poland launches new hydrogen furnaces in Krakow

poland.arcelormittal.compoland.arcelormittal.com

ArcelorMittal Poland

News Companies ArcelorMittalPrint

300

30 June 2025

ArcelorMittal Poland launches new hydrogen furnaces in Krakow

The PLN 52 million project will improve the quality of rolled products, reduce emissions, and speed up production

ArcelorMittal Poland has officially commissioned hydrogen furnaces in the cold rolling annealing shop at its plant in Krakow. The event was attended by representatives of local and regional authorities, including the Vice-Marshal of the Malopolska Province and the Vice-President of the city, according to a press release from the company.

https://www.financialafrik.com/en/2025/06/27/green-hydrogen-algeria-aims-to-export-one-million-tons-per-year-by-2040/

Green hydrogen: Algeria aims to export one million tons per year by 2040

https://www.meed.com/jordan-approves-green-hydrogen-plans

Jordan approves green hydrogen plans

NewKOTB also worth acknowledging that the group has gone all-in on Heat Pumps and EV charging tariffs and flexible demand - they'd be cannibalising their own business if they continued with hydrogen...

Also, Queensland economy is heavily weighted to mining, particularly coal, funny that...

Don't think LEAG were a potential customer...but the region had just announced the 87 million support package...

No recognition of South Korea's massive announcement on Hydrogen clusters and Green steel (where is that APAC mystery customer...?) or any of the other positives

I don't agree with you on this one Troublesome - it is a syphon, parasite organisation. It is in theory going to be delivering the investment and operating renewable energy sources, that is what DESNZ was supposed to be doing with HAR for Hydrogen - didn't need GBE to do that. It will just syphon off capital that should otherwise have gone direct to the projects. It is making a company (in effect) out of what DESNZ was supposed to be doing. It will take time to review, assess and dribble cash out that could and should have been done quicker with more available funds, it will in my view have the polar opposite effect to the stated ambition.

Nowt to do with party politics, just a deep understanding of the self-interest of civil servants.