Member Info for Ramboraven

Another shorter. Only 2 posts in total from February 😂

What I can’t understand is that most of the trades today are sells. For a share that maybe on the cusp of something great.

Why all the Sales

definitely no source at all. although my take on part of the presentation is that greham was sending out kit that had not been fully tested. my guess is that shell have peen ****ed with us over issues at refyn. thus mr cooley had to go. denis has probably a job on is hands getting them back on side and building confidence back up

I think it means they are holding off until 2025 for the 750mw Tenders and ensuring the product is ready. They also have 300mw of orders to get their teeth in to

I guess you are a shorter on trading 2 1 2 nuri

The name posidon suggests to me that the 20MW unit will be suitable for off shore application.

The big short today could be a plot to drive down the price to allow all the shorts to close for the morning opening. When ITM announce their first GW order.

Oh how I wish

Maybe last year or the year before Greham said they had sold a MW electrolyser to an undisclosed buyer and another project up north was awaiting planning permission. Anyone know what happened to them

With this combined technology from Gore and Mott we could see significant improvements to our membranes. This could drastically improve efficiency which is one of the key factors holding back major investments in wind to hydrogen conversion. If this happens it will be a massive game changer. The holy grail if you like 80 to 90 % would be outstanding. Clearly Dennis and the team have looked in to this in great detail prior to posting the reruns and could have product read to go in the latest batch of units. It’s been a while since any discussion has been had on efficiency.

I wonder if Dennis has a little more good news just before the presentation at the end of the month

I hope so

Hi all

I drove by ITM at the weekend and what looks like a huge unit is being built on Besemere park. Is this ITM’s new expansion premises. If so probably another 4months and it won’t be far of completion.

Having watched the meeting. I have to say it’s a breath of fresh air that has blown through ITM.
Let’s hope ITM can start a new future with clarity and regular updates
The new orders are somewhat of a relief

This is exactly what was needed. Firstly selling Motive is a great idea. Reducing the staff. Even better. Restoring confidence with investors by a sensible approach to manufacturing. Yes the figures aren’t great but that was for warned. Let’s not forget we are front runners in an emerging market. All the other companies are in R&D stage and we have product out there giving us results for improvement.
That’s got to put us ahead of new companies coming in to the market. Who have got their own lessons to learn from product development.

Yara to ramp up Ammonia production in Germany. This may be a very good thing for ITM as Yara and ITM did a deal on PEM electrolysers to produce Ammonia. Maybe more orders in the pipeline
https://www.h2-view.com/story/yara-looks-to-ramp-up-german-hydrogen-imports/?utm_medium=email&utm_campaign=Daily%20Daily%20Hydrogen%20Highlights&utm_content=Daily%20Daily%20Hydrogen%20Highlights+CID_a714cb1e69e24c57871ee3013972215e&utm_source=Campaign%20Monitor&utm_term=Yara%20looks%20to%20ramp-up%20German%20hydrogen%20imports

They haven’t chosen a CEO for ITM power but they have for ITM motive. Our problem is lack of a sales force. Or the existing CEO who can’t negotiate.
I firmly believe ITM power has a bright future but only if they focus on sales. Or the issue stopping the orders

It’s deafening me.
Although they say no news is good news
I thought we may have had confirmation of the new CEO by now

Definitely worth a punt now for Twiggy

No mention of ITM
https://www.h2-view.com/story/linde-signs-netherlands-fuelling-stations-contract-with-fountain-fuel/?utm_medium=email&utm_campaign=Daily%20Daily%20Hydrogen%20Highlights&utm_content=Daily%20Daily%20Hydrogen%20Highlights+CID_e0fcb2c0b1999dfccda8fe8797958a8d&utm_source=Campaign%20Monitor&utm_term=Linde%20signs%20Netherlands%20refuelling%20stations%20contract%20with%20Fountain%20Fuel

I think the writing is on the wall. I had hoped that someone outside of the elite may bring about change for the good and bring back manufacturing and growth but that clearly won’t be happening anytime soon

Sometimes on the ex div day the stop losses trigger a chain as the price drops on or around the .02p I the case of ITV especially with the sudden sharp rise on the recent news. With regards to the finger in the air. Aren’t we all doing that to a degree. If we were all certain of the outcomes. None of us would loose money