Member Info for 9MogGGM

Looks like a disposal to me, his previous holding was 3.7%, now less than 3%?

Good results from Lonza, affirming a 20% increase in full year sales for their CDMO business, should be positive read across. https://www.ii.co.uk/news/lonza-affirms-2025-guidance-as-sees-healthy-level-of-contracts-ahead-al1761209286976968200

Any ideas what vehicle range the Goliath battery is targeted/expected to give for the average size car?

Something seems to be happening here, a number of indicators have turned bullish and with additional volume, I'm going to add to my holding.

I’m seeing a similarity in the set up of the chart now and the 2 years preceeding April 2020? Coincidence, wishful thinking? Time will tell, I’m ready to add to my holding above 50. Hopefully better fundamentals now in terms of product development and the nearness of commercialisation and revenue.

Will be interesting to see what happens with this and how this Labour government responds. The lawyers are certain to be winners, maybe we should buy shares in them.

https://www.bbc.co.uk/news/articles/ce379k4v3pwo

This seems like good news for the sector, sorry if posted already:

https://www.ii.co.uk/news/air-liquide-takes-final-decision-to-build-dutch-electrolyser-al1753288482981367300

Very optimistic on this share, they have a performance leading income fund with relatively low risk (PE score of 26 according to Trustnet). The Fund Manager looks like he’s discovered alchemy, compared to similar funds, the consistency of performance even in down turns is remarkable. I’ve heavily invested in the fund and now looks like there is a value gap with the equity, I think the market will recognise the situation at some point.

My ‘only’ concern here is the relative cost of production of power, as far as I can gather power from green hydrogen still a multiple of the cost of power from fossil fuels? Does the cost need to come down before it becomes really competitive, hence is it still early for green hydrogen? Are commercial deals only currently viable due to subsidies and grants available? Which may be in jeopardy with current focus on energy costs? Happy for those with better knowledge to explain why this isn’t the case. I understand about longer term arguments and climate change, but I’m interested in the share price in the short and medium term as well as the longer term.

Https://www.ii.co.uk/news/warning-signs-on-climate-flashing-bright-red-top-scientists-al1750292852420222200

I see reported in the Telegraph that US company Air Products is cancelling a £2bn green hydrogen project at Immingham, citing a lack of government support. BP’s backing for a scheme at Teeside also questioned due to BPs change of direction. Does this reduce competition for ITM? The Air Products plant was due to produce hydrogen from ammonia, that’s the reason for the lack of support, according to the story on the website.

This looks like good news for the sector in Germany? I don’t see a direct involvement of ITM, but further progress in the sector?:

https://www.ii.co.uk/news/in-brief-thyssenkrupp-to-study-potential-water-electrolysis-plant-al1748973329221193700

No need to be, I have been adding since 36p, wouldn’t like to be short here. I’ve held ITM a couple of time before and been waiting to get back in, everything appears to be aligning, apart from Trump, with real orders. The increases in previous years were a bit optimistic, shall we say, I don’t expect similar performance, but would be a happy result.

Probably a few more shares in issue since then?