3Yr·

By far my largest position in the portfolio: ITM Power


What does ITM do? ITM Power manufactures integrated hydrogen energy plants and specializes in electrolysers and hydrogen for fuel cell products.


What is the goal? The hydrogen company's goal is to capture excess energy from the power grid that can be temporarily stored as needed and then converted into clean hydrogen.


Partnership with Linde - 17.5% stake in ITM Power

In 2020, ITM Power joined forces with Linde Engineering. The focus of ITM Linde Electrolysis GmbH will be on the production of green hydrogen and the decarbonization of industry.


What do you think about this company? Or do you even have ITM in your portfolio yourself?


-------------

Source: ITM Power



$IJ8 (+2.92%)

attachment
26
35 Comments

profile image
In the depot with -40%🥸
8
View all 2 further answers
profile image
In the portfolio with almost 99% in the plus. Got in early (could have been even earlier, of course 😅). I also work with hydrogen and its value chain. The technology is currently still in its infancy and still needs to become more profitable. But it will. The key lies in the generation and storage of surplus electricity from renewable sources. If you look at hybrid energy infrastructure systems (so-called sector coupling [mobility, heat, electricity]), hydrogen is indispensable for a clean and sustainable 🌱 infrastructure. Good things take time. In this sense: Buy & Hold 🚀🔥
5
Show answer
profile image
Yes, ITM is in the portfolio first it was a small position now it has grown quite THICK on its own in PLUS Consideration partial sale 🚀🚀
3
Show answer
profile image
On the watchlist, possibly soon in the portfolio, thanks for the info!
2
Show answer
profile image
Very cool company. Had it in the portfolio between 2020 and 2020, back on the watchlist after profit-taking and hopefully back in the portfolio in the future.
2
Show answer
profile image
A small position in the portfolio with +63% 💪
2
Show answer
profile image
If hydrogen, then Linde 🤓
1
Show answer
1
profile image
With the price gain, it looks like a typical corona crash purchase. It's clear that you're up so much. However, I would not recommend a hydrogen share at the present time. You can see what happened with Plug Power, for example.
Great for all those who found a very early entry or took their profits.
1
Show answer
profile image
Kicks paste
Show answer
Join the conversation