The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Shorts have to be closing sooner or later... Surely?
FID expected later in 2023... Where is it?
Sales 8.9 million....cost of sales 17 million..... is this a viable business loss for the period 23 million....
BOOM
Hopefully we will see 65p today, and then heading gently towards 100p. Having said that it owes me 380p lol.
About time this share had some good news
Wow that's mega. THey hit that shell order and goodbye double figures.
Level 2 on 60s
Yes, very likely. That's certainly the intended location for the 100MW electrolyser.
https://www.shell.com/energy-and-innovation/new-energies/hydrogen.html#:~:text=Germany%20%2D%20REFYHNE%3A%20Rhineland,later%20in%202023.
Onsolidground - I haven’t found the Shell news yet but it’s a trend in the sector…..Note the following from BP:
https://www.chemanalyst.com/NewsAndDeals/NewsDetails/bp-ventures-into-green-hydrogen-production-in-a-strategic-move-24677
Is petro investor a bot? They seem to repost the same messages on numerous other stocks.
The company has certainly become more focussed and sounds more competent as a result. The future could be very good, but it still relies heavily on regulators/governments providing a level playing field so that others can commit to large scale projects that ITM will benefit from. Fingers crossed that plays out in ITMs favour.
I liked "The *Futures* Bright" comment.
Very good presentation. CEO comes across as highly articulate and switched on. As did the other two.
Off to try and find that Shell news they talked about that was positive for the order they placed.
And spread has widened too.
All the signs of the dump boys.
Last one from me.
Surely they have to start giving closing positions some thought on the back of a 20% SP increase this morning. If this is the start of a new uptrend the large number of shorts could see the price rise sharply.
I liked "The Future Bright" comment.
Worth watching in full if you get the chance later.
Very positive presentation, confidence given on sales - onwards and upwards - well done Dennis.
2 red ties, 1 dark blue/black. You'd think they'd send a message by wearing green!
Ahead of schedule with deliveries and some waiting to be picked up.
Very active trying to secure further orders.
Q'd re the Shell order and said news from Shell in the last few days. Positive for the company. (maybe somebody can find this)
Coming across as a highly professional outfit.
Some competitors have recently increased costs. ITM don't need to.
Got their heads switched on properly with tight financial control.
Improving position re financials and guidance seems to be improving
Now the results are in I feel confident to invest. Was tipped this a long time ago and been watching ever since. Great RNS, onwards and upwards
And off we go.
Future Portfolio additions being worked on - Chronos
Sounds Top Secret - can't disclose due to commercial sensitivities. (till ready to launch)
Most impressive slide so far shows the change in market reach where the ITM products now meet the requirements for global regions. Previously restricted to EU and Japan.