Member Info for AATHOMOZ

Extract from original RNS - doesn’t feel like a match. Which is good because it means more potential sale

“ITM is pleased to announce that it has signed a 500MW capacity reservation with a global industrial customer. This reservation secures future production capacity for the manufacturing of our state-of-the-art electrolyser stacks.

The agreement covers the period until the end of the 2028 calendar year and foresees call-offs against future projects in Europe and the US.”

Hope we get another little boost as US comes online at 2:30PM UK

Darren’s pause after being asked “are you talking to the majors?” was so long I went to check my internet connection.

Stockbox interview announced

I know, I know… I’ve just got too excited in the past and never materialised. Maybe I’m trying reverse psychology on myself!!

This is obviously good news; shows there is demand for this unit.

But I am cautious about how this will materially impact SP. Back in August a 100MW Trident stack contract was signed and made 7-8p short term spike on SP but soon slid back.

Orders like this would have also been built into the outlook.

I am a big fan of ITM and hold shares…so really want a SP rally. I just don’t see this being the thing that gets it moving.

If the US market was an important facet of the ITM business model and therefore a Trump victory materially damaging to ITM-specific trajectory, do you not think 6 of the ITM directors would have waited a few days before piling in to buy shares?

All this has done has created a bargain imo.

Difficult to really know but feels like a Trump administration can only be a good thing for GMET. Far more likely to want to prioritise domestic supply of Tungsten for military application v. Harris administration

Get your bingo card ready

“Largest undeveloped tungsten deposit in the US”

“Tremendous potential”

“US National security”

Bit of fun. I like OF. Also hoping for positive RNS in the morning!

‘Joint Venture location #2’ written on the board behind him.

Reckon this relates to soil survey (50% funded by third party) or could we read more in to it?

Thoughts?

Maybe a bit of profit taking from 15p IPO?

Can’t see any fundamental reason given recent positive updates.

What is NT?

Was Graham the one driving Ceres SP up too?

You think that’s what the £2m purchase was?

Maybe I’m not technical enough but that RNS left me at the end saying “and…?”

Says it’s an unknown trade type but price would suggest it’s a ‘buy’

Massive.

Could this relate to settlement of some of the inventory being held on the books?

Seen plenty of comments on here from people saying they’d sooner not see the inventory - perhaps this is linked?

I’m not technical enough to understand some of these RNS.

What’s the view on how material today’s announcement is? Is it just the type of comms you get with junior mining stocks to keep people hooked, or something more significant?

They don’t always get it right as you say!

See Auto Trader example from March and then look at their SP today!

https://www.sharecast.com/amp/news/broker-recommendations/jpmorgan-puts-auto-trader-on-negative-catalyst-watch--16498132.html

Where did you read this? Very interesting to call out ITM specifically.