focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
https://m.youtube.com/watch?v=iPheEg-K2qc Nice video explains ITM’s rapid response PEM electrolyser system, and shows where their 10MW (the World’s largest to date) is being deployed at Shell’s Rhineland refinery.
As ever I think its more significant looking at the global industrial partners, and the political message that can be leveraged from a quote by a BC Energy minister. Government intent and reference is vital for global confidence in this very large global emerging market, South Australia Roadmap an example and ITM were right in there.
https://www.edie.net/news/8/Shell-opens-first-of-its-kind-hydrogen-refuelling-station/
That relies on CCS, unproven, v expensive and unavailable for years. By the time H21 gets going electrolysis will be at the required scale and cost, and its proven and available today. ITM in a v good place imvho
More hype to attract research grants. Years of iteration required, the journey from lab to commercialisation is a v long journey of demonstration, reference, improvement demonstration reference, scale up demonstration reference, rinse & repeat etc... ITM have done 15 or so years of all that effort time and fundraising and are selling products at scale to global industrial players like Shell. I know which I�d place my money on.
This is really fab and getting a lot of media coverage https://www.telegraph.co.uk/cars/news/uk-hydrogen-fuel-network-grows-new-pump-m40/
This could well be the catalyst, given they have developed the codes and standards to enable the hydrogen pump to be placed alongside petrol and diesel at the station. Mainstream reference!
This could well be the catalyst, given they have developed the codes and standards to enable the hydrogen pump to be placed alongside petrol and diesel at the station. Mainstream reference!
Most encouraging! https://m.youtube.com/watch?v=s0yGAyI2okE
From Purmuta on another board FYI, Graham Cooley (CEO) and Charles Purkess (Director ITM Power Pty Ltd) regularly post links to interesting articles on hydrogen in Linkedin. May be worthwile following them if you're on LindedIn.
Good to see ITM involved https://www.goauto.com.au/news/general-news/emissions/toyota-hyundai-aus-help-form-hydrogen-industry-body/2018-02-02/69325.html
https://interestingengineering.com/steel-plant-in-sweden-set-to-operate-entirely-on-hydrogen-fuel
Gaseous hydrogen
Just come across this now, looks great. http://www.itm-power.com/wp-content/uploads/2018/01/Interims-Presentation.pdf
Heading in the right direction, see results link is now on the company website http://www.itm-power.com/news-item/half-year-results-for-the-period-ended-31-october-2017