Member Info for tennents

Digi. I return to grovel. You are right and I misread the table. Cheers

Digi

It has gone. I have checked on two separate sites and it is showing me zero on here.

Qube short is gone, dropped to zero on Friday.

Good news is they lost a stack of cash. Should have taken the big profit they were on in March when we were circa 25-28p for three weeks.

Greedy barstewards Oh what a shame

We are all aware that Hydropulse is partnered with Eternal Energy GmbH for project funding.

Courtesy of Norbus on ADVFN.

AXA is now a major investor of serious money in Eternal Energy's fund, also commented on by Dennis.

hTtps://www.linkedin.com/posts/eternal-power_were-proud-to-announce-that-ilos-is-now-activity-7356036126689705986-kK-F?utm_source=share&utm_medium=member_android&rcm=ACoAAB54itgBUTCW7RCQg7mzvY--KUwCUEIa9Dc

"Probably the only truthful statement he made that day"

So now he is a liar ?

Wow, really classy. You are clearly a very serious person.

No. Just his meltdown from an erudite analytical commentary on ITM as an investment opportunity to. . .

'Baldy 'Dennis is a crook.

Quite a fall, don't you think?

Troublesome

I believe it’s called Tuna Melt

Jobo - your analysis highlights what some consider an 'inconvenient truth'.

Or put another way fish can't do sums.

'weatherspoons council estate type' - really?

You can join the fish in the bin, have a nice lunch.

Digi. I confess I am.

Bottom-feeder

Big nuclear and SMRs will have a role - but when?

This morning, the BBC are leading on a story that we are going to have close to 100 new-built data centres by 2030. How in hell is that going to happen on BOTH power and cooling-water availabilty?

This from Dept of Energy "British Energy Security Strategy, of selecting the technologies best able to take a FID by the end of 2029 and be operational by the mid-2030s." That statement is from early 2024, so timescales will almost certainly have slipped.

Impact on ITM - probably not much other than, given the increasing price of grid electricity, an incentive for companies to contract directly with windfarm operators and run their own electrolyser. ITM kit provided by Hydropulse.

ITM is niche in the overall energy supply business, but it is a growing niche and, as presented yesterday, our CAPEX and OPEX costs are falling, not rising. Can the same be said for nuclear? I do not think so. It too has a niche.

After yesterday's presentation, you think holders are unsettled?

You are deluded, and the small volumes traded this morning make that clear.

Qube is trying desperately to recover a badly timed short position that would have been lucrative if closed over the 2-3 weeks in March we were in the 25-30p range.

They did not and are badly down. Quite unlike their parallel short in Ceres, which they did close at the March bottom.

A Qube problem, not one for ITM holders.

The 500MW is real AND it is happening.

So not a fishy fantasy after all !

Breakofdawn

That is how I read Bradford at the moment. The project is described as 'low carbon', which may mean they intend to use a mix of blue hydrogen or are taking the power directly from the grid. Using standard grid power, which is not subject to wind level variability, does not need the benefit of superior PEM responsiveness, hence (maybe at the moment) cheaper, Alkali.

The not-yet-specified Carlton projects are VERY interesting. There are 3 in HAR1, 2 in HAR2, one unsuccessful HAR2 (Heinz factory) and 1 other in Scotland (Superglass Insulation factory) in Stirling. If Carlton go for one supplier that is a LOT of kit hence we can assume very competitve tendering.

HAR1 Projects – Electrolyser Status

Cromarty - Unknown

Bradford Low Carbon – Alkali chosen

West Wales Hydrogen Project – ITM announced

High Marnham – Siemens (GeoPura partner)

Whitelee – ITM announced

Green 3 (Northfleet) – Cummins (drawings in planning application)

Trafford – Unknown (Carlton)

Barrow – Unknown (Carlton)

Langage – Unknown (Carlton)

Tees Green – ITM announced

3 ITM

1 Cummins

1 Siemens

1 Alkali (unknown)

4 Not known

Investing.com -- Rolls-Royce (OTC:RYCEY) is close to finalizing a deal to transfer its £4 billion UK pension pot to Pension Insurance Corporation (PIC), according to Bloomberg News.

The agreement with the pension buyout firm could be announced as early as August, Bloomberg reported.

This potential transaction would represent a significant financial move for Rolls-Royce, offloading pension liabilities worth £4 billion from its balance sheet.

Neither Rolls-Royce nor Pension Insurance Corporation have provided official comments on the reported negotiations.

NewKOTB

Linde will be selling their ITM shares any time soon. The electrolyser is the critical technology in green hydrogen production. While performance improvements will be made in ancillary kit such as pumps, coolers, scrubbers and compressors, any material improvements in green H2 production efficiencies will come from enhancements in the electrolyser and its component technologies.

ITM recognise this and that is why they have technology development agreements with their critical suppliers, e.g. Gore, thus assuring the ongoing competitiveness of the ITM product is continuously improved on all of the relevant technology vectors.

Linde currently leans towards Blue H2, primarily because they are very large-scale projects that Linde is well-suited for and experienced in. However, would it be smart to ignore Green H2 because it is on a smaller scale currently? Would you throw away your capability in the critical, competitive technology in Green that is the electrolyser?

Not a chance. The Linde shareholding in ITM is not going anywhere because it is the ‘top trump’ in Green H2 production performance improvement, and replacing fossil fuels is a long-term and very high-value game in which the world’s largest industrial gas producer wants to be a winner.

At the end of the day the SNAM relationship never came to anything, guess they recognise that and are on their way.

A maybe ‘big deal’ that never happened, so no ‘big deal’ at all.

From 116p to 138p, for what it’s worth lol.

Whine whine whine and whine again re-ramper.

A Spicy sub-contractor?

Read the posting history. Clear evidence of non-stop whining about every share he invests in. Certifiably poor investor, stick with TSB savings account.