Member Info for LuckyLaurie

ITM - Right Place - Right Time - Right Now

Let’s not forget the ~ +- 25,000,000 Million shares that are shorted , these will need to be bought back ! How the heck are they going to do it ?

ITM could be in profit sooner than we think

Absolutely fantastic RNS and great to see the orders flowing in and cash in the Bank ~. +- £190,000,000 Millions

27.01.2025 - UNLIMITED MW

TRIDENT has been successfully registered in Australia.

“We are now able to deliver our stack into every relevant part of the world.”

24.01.2025 - 10MW

NEPTUNE V Plug & Play - Contracted to develop 10MW green hydrogen production plant. “The 10MW configuration will allow our customer to deploy projects rapidly across the UK."

23.12.2024 - 15MW

ITM Power is pleased to announce that we have signed a contract to supply three NEPTUNE V units, totalling 15 MW. These electrolysers will provide green hydrogen to refuelling stations in Germany.

20.12.2024 - 50MW

ITM Power is pleased to announce that we have been selected as the technology provider and awarded a Front-End Engineering Design (FEED) contract for a 50MW green hydrogen production site in the European Union for an undisclosed experienced green hydrogen plant developer. The FEED will be based on ten NEPTUNE V units.

08.11.2024 - 5MW

ITM Power is pleased to announce that we have signed our first contract to sell a NEPTUNE V 5MW unit to Guttroff GmbH. The electrolyser will provide green hydrogen to a planned refuelling station.

13.08.2024 - 100MW

ITM Power PLC

100MW REFHYNE II contract signed

16.07.2024 - 2MW

ITM Power PLC

Capacity reservation, NEPTUNE II is our 2 MW containerised plug & play electrolyser system.

08.07.2024 - 500MW

ITM Power PLC

ITM is pleased to announce that it has signed a 500MW capacity reservation with a global industrial customer.

26.04.2024 - 200MW

ITM Power PLC

ITM is pleased to announce a partnership with Hygen, being appointed as their preferred supplier for Proton Exchange Membrane (PEM) electrolysers for hydrogen projects within the UK and across Europe.

·    Phase 1 is expected to comprise 50 MW of NEPTUNE Plug and Play electrolysers across several projects, many of which will be based on UK government HAR2 or similar funding programmes

·    Phase 2 is expected to comprise 150 MW of larger-scale modular electrolysers.

I think mr market is waiting to see Government Contracts issued as Government Money is Guaranteed

Let’s see what tomorrow brings and how much meat our CEO puts on the bone, while he has exercised amazing discipline and always understated and over delivered I think it’s time he cut a tiny bit of slack and give us some road map for the future and upbeat figures based on current contracts and potential orders moving forward.

We should get an updated position for ITM tomorrow and with the increase in orders it should be extremely positive.

Auto giant Toyota has signed an agreement with French utility Engie to roll out “the next generation of hydrogen refuelling systems”, which promise to be faster and cheaper than existing technology.

As a first step, the partners will demonstrate the new “higher-flow dual nozzle” hydrogen dispenser from French manufacturer Hydrogen Refueling Solutions (HRS), which can output H2 at high speed at both 350 bar (for heavy-duty vehicles) and 700 bar (for light-duty vehicles).

“This innovation eliminates the need for two different types of dispensers at each refuelling station,” said Toyota. “The practical benefit is that a 40-tonne truck will be able to refuel for a 600km range in just 8 minutes and for a 900km range in only 12 minutes.”

Have you actually read the articles? Ranks in the top 100 🤷🏼‍♀️

ITM R&D is cutting edge and is Globally recognised as the market leader in PEM technology and they have cut costs by reducing REM’s

Https://www.linkedin.com/posts/fuelcellsworks_hydrogen-refuelinginfrastructure-hydrogennow-activity-7290060079112802304-3dJj?utm_source=share&utm_medium=member_ios

Short Interest is the total number of open short positions of a security. A Short Squeeze is when a company with a high degree of short interest increases in price, which forces short sellers to "cover" their short interest by purchasing actual shares, which in turn drives the price up even further. 🙈

There are ~+- 25,000,000 million that’s 25 Million reasons to be buying ITM shares and the short squeeze on those 25Millions will help , how are they going to buy those shares back without moving the SP Vertical? From £7 to £0.35p and back to £2? £3? Who knows but it’s going to be interesting and a few Government Contracts to help with the UK Government’s goals and ambitions to create a massive UK Green Hydrogen Economy could help.

1.4 Our ambition for a thriving hydrogen economy by 2030

We recognise the importance of a clear goal alongside long term policy frameworks in bringing forward low carbon technologies. Our ambition for 5GW of low carbon hydrogen production capacity by 2030 is a signal of the government’s firm commitment to work with industry to develop a strong and enduring UK hydrogen economy.

* Progress towards 2030 ambition: 5GW of low carbon hydrogen production capacity with potential for rapid expansion post-2030; hope to see 1GW production capacity by 2025.

* Emissions reduction under Carbon Budgets 4 and 5: Hydrogen makes a material contribution to the UK’s emissions reduction targets, including through setting us on a pathway to achieving CB6.

UK companies such as ITM Power, Johnson Matthey and Ceres Power are already recognised as being at the forefront of hydrogen technology development worldwide

Our ambition for 5GW of low carbon hydrogen production capacity by 2030 is a signal of the government’s firm commitment to work with industry to develop a strong and enduring UK hydrogen economy

Yanmar Power Technology has been approved for its "New Production Plan for Hydrogen-Fueled Engines and Hydrogen Fuel Cell Systems" under Japan's Ministry of Environment and Ministry of Land, Infrastructure, Transport and Tourism's "Promotion of the construction of zero-emission ships

Where will they get all this Green Hydrogen from to power the Global Transport Economy ?

I think it’s clear to see the direction of travel for Green Hydrogen and ITM Power are in a strong position to benefit from this …..

Let The Trend Be Your Friend!

Snooze You Definitely Lose

The Scottish Government is accelerating plans to export green hydrogen to Germany, with a potential £2.6 billion ($3.3 billion) pipeline in the works. The initiative aims to meet a third of Germany's energy needs by 2030 and could create up to 300,000 jobs in Scotland. The pipeline is part of a broader strategy to establish Scotland as a global hydrogen market player.

HD Hyundai is set to launch a 14-ton hydrogen-powered wheeled excavator, aiming to be among the top three nominees for Bauma 2025's Innovation Awards in the Climate Protection category.

https://fuelcellsworks.com/2025/01/28/fuel-cells/hd-hyundai-to-launch-14-ton-hydrogen-powered-wheeled-excavator

27.01.2025 - UNLIMITED MW

TRIDENT has been successfully registered in Australia.

“We are now able to deliver our stack into every relevant part of the world.”

24.01.2025 - 10MW

NEPTUNE V Plug & Play - Contracted to develop 10MW green hydrogen production plant. “The 10MW configuration will allow our customer to deploy projects rapidly across the UK."

23.12.2024 - 15MW

ITM Power is pleased to announce that we have signed a contract to supply three NEPTUNE V units, totalling 15 MW. These electrolysers will provide green hydrogen to refuelling stations in Germany.

20.12.2024 - 50MW

ITM Power is pleased to announce that we have been selected as the technology provider and awarded a Front-End Engineering Design (FEED) contract for a 50MW green hydrogen production site in the European Union for an undisclosed experienced green hydrogen plant developer. The FEED will be based on ten NEPTUNE V units.

08.11.2024 - 5MW

ITM Power is pleased to announce that we have signed our first contract to sell a NEPTUNE V 5MW unit to Guttroff GmbH. The electrolyser will provide green hydrogen to a planned refuelling station.

13.08.2024 - 100MW

ITM Power PLC

100MW REFHYNE II contract signed

16.07.2024 - 2MW

ITM Power PLC

Capacity reservation, NEPTUNE II is our 2 MW containerised plug & play electrolyser system.

08.07.2024 - 500MW

ITM Power PLC

ITM is pleased to announce that it has signed a 500MW capacity reservation with a global industrial customer.

26.04.2024 - 200MW

ITM Power PLC

ITM is pleased to announce a partnership with Hygen, being appointed as their preferred supplier for Proton Exchange Membrane (PEM) electrolysers for hydrogen projects within the UK and across Europe.

·    Phase 1 is expected to comprise 50 MW of NEPTUNE Plug and Play electrolysers across several projects, many of which will be based on UK government HAR2 or similar funding programmes

·    Phase 2 is expected to comprise 150 MW of larger-scale modular electrolysers.

ITM Power - Pure Excellence - Pure Hydrogen - Pure Genius

“Pitch perfect…. ITM Power well positioned to address the massive global market for #industrial #decarbonisation and at the right time.”

Truly Exciting Times Ahead

The Future Is Bright - The Future Is ITM Power

I reckon we will see a few more before Thursday ….

News just in :

Repsol advances 200MW GREEN HYDROGEN project — its first in Spain since windfall tax row

Dennis Schulz

Gone is the unrealistic hype that the hydrogen economy would develop overnight or linearly without any challenges. Instead, today, the hype has finally given way to real industrial scale-up of projects and production capacities. The green hydrogen and electrolyser industry has started gaining traction with an increasing number of project FIDs taken over the recent months. I expect this momentum to continue.

At the same time, the electrolyser OEM market has started to consolidate, as expected. We are seeing the first contenders dropping out of the race. ITM Power has meticulously prepared for this over the last two years. Operationally, we are in the best shape the company has ever been in. Our product portfolio is comprehensive and competitive, our financial situation is strong, our sales pipeline has never been healthier, and our contract backlog continues to grow.

I’m excited for what 2025 holds for us!