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Bought £52.5k plugpower and £11.5k ITM. All indications are this is a massive growth industry. Share prices look battered but imcredible value IMO.
Check this out cause itm are mentioned in some of the projects also can see what's happening around the world concerning hydrogen projects.
H2v.eu/hydrogen-valleys , makes an interesting read over a coffee
I am assuming it is updated on a regular basis
GLA
Let's hope we secure the deal for the multiple 100 MW projects we're quoting for, finalise the Shell deal, and add another 10 plug-and-play units this year. If we can also announce the completion of the 200 MW project for RWE, these milestones could propel our share price well past 100 and possibly close to 200 by year-end.
Dennis is zeroing in on real results over buzz. He believes that genuine achievements, rather than hype, will build a stronger business and naturally lift the share price. While I get where you are coming from Cureboy—some hype might seem good to boost a sagging share price—it’s really about long-term value. Real success stories are what will truly reassure investors and improve our sp's health. ITM Power needs to consistently deliver on its promises to get back to 600p.
Less talk, less hype, more real world deliveries..and huge destruction of mcap. I don't doubt his capabilities but he has presided over a drop in share price from 120-50p. He could do with announcing some positivity.
Good to hear some news at last about deliveries and the prospect of a new product might give the shares a lift at some point. As ever, we have to be patient.....
Just saw on Dennis Schulz's LinkedIn that ITM will be exhibiting at this year’s World Hydrogen Summit & Exhibition, where they are set to reveal a new product. This might be the "game-changing" CHRONOS or the larger plug-and-play Neptune. Exciting!
Link click :
https://www.linkedin.com/feed/update/urn:li:activity:7186012775964450816/
Dennis Schulz out of network 3rd+ CEO of ITM Power
2h
"Less talk, less hype, more real-world deliveries." -DS
Yes, the fact that they consider two 2 MW plug-and-play installations not worthy of an RNS, but just a LinkedIn post, suggests to me that they might have something substantial to announce via RNS soon.
Two NEPTUNE containerised systems have been collected by our valued customer and are now on route to Germany.
We continue to deploy electrolysers to commercial projects in Europe and beyond, helping our customers decarbonise.
The strong cash position combined with share price being back to where it has not been (often) for around 5 years were factored into my view - for sure. ✔️
Or maybe somebody who has been following this share for years, knows it’s priced just above cash in the bank with no material debts, saw the solid last set of results and noticed the clear hammer at the bottom of a short-term downtrend. Just as wildfire season is (unfortunately) starting again.
102K is small size for someone like Helikon..... general punter IMO
Big buy. 102,009. Shorts closing?
Agreed
Appreciate the on-going escalation but the SP has performed poorly for the last few months...
Agree with that news would be good Wig1 but the whole FTSE is getting smashed this morning as Israel vows retaliation against Iran according to the news.
All my other shares have sunk this morning as well.
Surprised they haven't increase their short given the current performance
Hence why Helikon is maintaining their short position. No contracts being confirmed. Only industry suppression.
...I thought so so have joined the ITM club today.
I have followed the ITM story for well over 10 years and I think the current price is a very good entry for any new investors.
Good luck all.
The age old saying of over promise under deliver is beginning to spring to mind...
Unfortunately it is not on their website.
Any updates due between today and August?
Recording of ITM POWER PLC Interim Results presentation, along with responses to questions that were answered by the company has just been published:
Link to the presentation:
https://www.investormeetcompany.com/investor/meeting/interim-results-273/presentation
Link to the Q&A :
https://www.investormeetcompany.com/meetings/interim-results-273
PRESENTERS:
Answered by:
Dennis Schulz - CEO
Andy Allen - CFO
Justin Scarborough - Head of Investor Relations