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![thehydrogenbull Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1761152079471476736.png) thehydrogenbull [@thehydrogenbull](/creator/twitter/thehydrogenbull) on x XXX followers
Created: 2024-06-06 17:27:32 UTC

4/..contributor to the multiple discrepancy is growth rates.  From FY25-26, consensus estimates imply $ITM will grow sales ~60% versus ~25% for $NCH2. That said, given how few contracts have been signed YTD across the sector, any forecast seems highly speculative. #electrolyzers


XX engagements

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**Related Topics**
[$nch2](/topic/$nch2)
[$itm](/topic/$itm)
[rates](/topic/rates)

[Post Link](https://x.com/thehydrogenbull/status/1798768701682143516)