I think today's drop in prices is due to the fact that itm has not managed to clarify how they intend to utilize the existing or planned factories.
* What do they know that we don't know? * Why wasn't this information shared? * Linde is the world's largest company in the industrial gases sector. Shouldn't there be masses of orders here?
I wonder how we want to achieve climate neutrality with the few orders for ITM etc. With this project, there should actually be a number of orders every day ...