Member Info for Ramboraven

Within the article it goes on to say gigafactory scale. That would suggest more than a dabble. It also mentions more linked to wind and solar than nuclear. They also are the majority share holder. I can’t remember the percentage. It suggests to me a direct competitor to ITM. For some reason ITM just don’t seem to be popular with the people who place the orders.
I have been a holder for some time and at a buy in price of 2.90 and feeling the pain as am sure others are too. I listen to the updates and it worries me when the CEO says he doesn’t care about the share price. It worries me when they are producing stock when they talk about a back log. Unless I’m mistaken. The recorded last update had also been edited from the live update which also worries me.
I have more questions than I get answers.

Do we know what value JP Morgan has shorted at per share

I think Boris will place the order before he goes. The have ear marked the locations

Sorry I thought I was on the ITM power thread.
Not good news for ITM power though

https://rethinkresearch.biz/articles/rolls-royce-kicks-off-hydrogen-investment-way-new-age-nuclear/

Rolls Royce has bought in to German PEM manufacturer with a majority share holding. To be used along side their proposed nuclear reactors.
So much for using ITM.
Not good news for us. Again.

Rolls Royce has bought in to German PEM Electrolyser manufacturer to work along side it’s proposed nuclear reactors
https://rethinkresearch.biz/articles/rolls-royce-kicks-off-hydrogen-investment-way-new-age-nuclear/

If invesco have bought increase their holdings, that speaks of confidence in the company. I was thinking of the worth of the brand worth alone, ie James Bond Association , and that alone has got to be worth multiple millions alone. Compared to the market cap. What a bargain.

Hi atinofpaint
Having read all your previous posts you clearly only have one objective. I think the closest you have come to silverstone is your 1 bedroom flat in Castle Donington.
Sorry laughable fictional post

Just topped up too
I can’t believe it’s at this price with the up and coming future. What else can replace fossil fuels?

Looking at the trades. There hasn’t been any massive sell of by large holders just all low value low volume buys and sells by small holders.
The company is no different than it was a week ago or a month ago. Just confidence in the market. If you look at Ceres it generally has a similar projection to us.

What are the other 3
Taking in to account order commitments they already have

Is this why ITM haven’t been chasing orders. We have heard Greham say numerous times that Chile is a very interesting prospect.
What other company has the trained staff to turn around 5GW of electrolysis in 3 years, that is proven to work in that scale.
Factory 3. Chile? 2Gw per year. Given that Chile also want to ramp it up to 25GW in the following 5years after 2025.
Then some one needs to start building factories fast.
I find that quite astonishing commitment to Green hydrogen

This is a quote from h2 View

Chile has ambitions of producing green hydrogen for $1 per kilogramme by 2030, by accessing its renewable energy potential, with plans to install 5GW of electrolysis capacity in the country by 2025, ahead of a dramatic boost to 25GW by 2030

That is 5 years of production for ITM in a space of 3 years
Where will chile get there electrolyses from. Who else has that capacity?

Today, green hydrogen produced by electrolysers has become a critical part of our approach to greater energy independence.

And with the global low carbon hydrogen economy set to be worth nearly a trillion dollars by 2050, this booming market is ours for the taking.

So, this summer, I will launch a Hydrogen Business Model and our Hydrogen Fund allocation round – with contracts awarded in 2023.

This has to be good news. I wonder how long we will have to wait to here the business model.
Should give our SP a boost and get people talking about hydrogen.

Plans for offshore wind and green hydrogen to decarbonise German steelmaking revealed. This is RWE who also have an agreement with Linde. RWE working with Linde to develop 200 MW electrolyser plant in Lingen. The dots seem to be joining up. Another project for £16m funding bid to UK Government for a 1.2GW hydrogen production facility announced. This is Equinor and in the article it goes on to say.
Involved in the project, the University of Sheffield’s Advanced Manufacturing Research Centre (AMRC) are set to develop a digital twin of the hydrogen supply chain to identify opportunities for the UK manufacturing supply chain.
I believe the university will have a partnership and development centre within the site of the new2 ITM factory. Dose this mean ITM will have a indirect collaboration with the university on the Equinor project too
https://www.h2-view.com/story/plans-for-offshore-wind-and-green-hydrogen-to-decarbonise-german-steelmaking-revealed/?utm_medium=email&utm_campaign=Daily%20Daily%20Hydrogen%20Highlights&utm_content=Daily%20Daily%20Hydrogen%20Highlights+CID_48dd027413b661aec1a66e521b3fe069&utm_source=Campaign%20Monitor&utm_term=Plans%20for%20offshore%20wind%20and%20green%20hydrogen%20to%20decarbonise%20German%20steelmaking%20revealed

https://www.rwe.com/en/press/rwe-generation/2021-12-20-rwe-working-with-linde-to-develop-electrolyser-plant-in-lingen

https://www.h2-view.com/story/16m-funding-bid-to-uk-government-for-a-1-2gw-hydrogen-production-facility-announced/?utm_medium=email&utm_campaign=Daily%20Daily%20Hydrogen%20Highlights&utm_content=Daily%20Daily%20Hydrogen%20Highlights+CID_48dd027413b661aec1a66e521b3fe069&utm_source=Campaign%20Monitor&utm_term=16m%20funding%20bid%20to%20UK%20Government%20for%20a%2012GW%20hydrogen%20production%20facility%20announced

BP with massive amounts of solar and wind

Are JP Morgan shorting us again

Definitely worth a read for the potential of Amonia from Hydrogen and notes Yara’s prospects for green Ammonia that we have a deal with.
Yara and CF industries would be epic. Solar fields in hot and land plentiful countries with easier to transport
ammonia
https://cen.acs.org/business/petrochemicals/ammonia-fuel-future/99/i8

I think this may be the last opportunity Blackrock may have to close their short position.
Well I hope so anyway