Member Info for asimpleinvestor

If Burnham is to make his move, he will want to wait until after the Summer recess so he can enjoy his MP salary without the need to lift a finger.

Only time will tell, but Lloyds is especially sensitive to UK fiscal policy changes like tweaks to the Bank Levy or the 3% Bank Corporation Tax Surcharge. Since it’s purely a domestic retail bank, it might be smart to de-risk by hedging with positions in banks like Barclays or HSBC to cushion against any sudden shifts in domestic tax policy or regulatory moves that could directly affect its ability to distribute capital.

The institutional focus remains anchored on the existing 2026 targets: execution of the £1.75 billion share buyback programme, managing the pushed-out timeline for the FCA motor-finance review (now impacting projections into 2027), and scaling the group's digital/AI efficiency initiatives, which are targeted to deliver over £100 million in value this year.

Any particular potential impact you were looking for or would any potential cover it for you.

Needs to be trading before it can be diluted so if it gets to be trading that in itself will make me happy

While political opinions vary, the commercial reality is that ITM Power’s business model is structurally dependent on statutory net-zero frameworks. As Secretary of State for Energy Security and Net Zero, Ed Miliband directly oversees the department (DESNZ) responsible for the UK's hydrogen strategy, including the allocation of the Net Zero Hydrogen Fund and the Hydrogen Business Model (HBM) revenue support mechanisms.

Without these state-backed decarbonisation mandates and subsidy frameworks, the capital expenditure pipeline for industrial-scale PEM electrolysers would be significantly smaller. Furthermore, domestic policy alignment is critical for international credibility; the framework set by the current government directly influences bilateral clean energy agreements and matches the regulatory mandates (such as RED III) seen among European allies where ITM seeks to expand its export footprint. Love the politics or hate them, the policy framework is the primary driver of the company's addressable market. Strange that you believe the hand that created these frameworks the company the company relies on as being a liability.

Quote "I never said charisma was the one and only asimpleinvestor."

Quote - Troajan

Member since Jan 2014

Posts: 129,757

Price: 105.10

No Opinion

RE: LOLToday 09:32

Burnies got media/public charisma though.....something lacking in politics,in recent years/decades.

and let's face it....its a huge PLUS.

Yes you did!

@rastly99 They "move" because when a market cap is heavily depressed (£1.87 million for SYME and £8.66 million for PREM), minor order flow triggers high percentage shifts. It is volatility at the bottom of the barrel, not a fundamental re-rating—and PREM already required a consolidation just to tidy up its share count.

Most long-term investors want a sustainable re-rating based on operational delivery, not a stock that sinks down a bottomless pit, printing paper just to survive. If you think continuous dilution is an irrelevant metric, you must be playing a completely different short-term game just to scalp a quick 10%.

@STP Is Punter around? He’s been bothering me for weeks, clearly envious of my lifestyle and the way I openly share details about my life without shame, including having more money than he can probably imagine, over a tenner. A quick look at his posting log proves it. I filtered him weeks ago, giving him free rein to dig himself deeper into a hole, which even led to the moderators revoking his posting privileges for a while. When he came back, he kept going. Now, I just see him as the village idiot and the joker in the deck. If you want a laugh, read his posting log; if you want to believe his claims, read mine, and decide which is closer to reality than fiction. Am I following him around or is he following me. Am I insulting him at every opportunity or is he insulting me and others. Posting logs don't lie but they show patterns of behaviour.

@Troajan Charisma is a double edged sword. While Burnham has public appeal, there is a strong case for politicians who act more like the civil service, quietly executing policy in the background.

The internet age has made leadership hyper reactive. Instead of allowing long-term strategies to yield results, politicians now succumb to immediate public sentiment, resulting in constant U-turns. It is exactly like small cap day traders panicking over minor share price fluctuations; by constantly shifting tactics to match the daily noise, they end up destroying value rather than creating it.

I am liking your posts at the moment @Dorfan they make me laugh👌

@rastly99 Personally, I would prefer they hold off releasing the initial flow data until after the consolidation has completed in July. However, that may not be legally possible. Under AIM disclosure rules and the UK Market Abuse Regulation (MAR), the board is obligated to release material, price-sensitive exploration results as soon as they are verified, which in this circumstance works against gaining full share value. Two big reasons why:

1. With 50 billion shares in issue, market makers have an absolute ocean of liquidity to play with. When good news drops now, massive buy orders just get easily matched and absorbed by day-traders, flippers, or placers looking for an exit. Trying to clear out all those fractional blocks at a single fraction of a penny is like trying to empty a swimming pool with a bucket—it stops the price from cleanly "gapping up." Once the 1-for-100 consolidation shrinks the float down to 500 million, the order book becomes exponentially tighter. Less supply means any new buying pressure can drive the bid price up much faster.

2. At £0.00027, the stock is basically invisible to institutional funds, family offices, and wealth managers. Their strict compliance rules completely block them from buying sub-penny shares due to liquidity and risk. Right now, any spikes are entirely reliant on retail momentum, which naturally has a ceiling. Releasing news post-consolidation opens the door to a completely different pool of capital. When institutional buyers finally pile in, they deploy millions of pounds—creating a sustained, powerful upward drive that retail volume alone simply cannot replicate.

Right thats me done, car booty beckons.

Have you thought you might be jumping the gun with Mr. Burnham? Don’t fall for the rhetoric of those eager to see the back of Starmer, think about what Burnham actually brings to the table and whether it’s really better, or possibly worse, than what’s currently on offer. Things could easily go from the frying pan into the fire. Some think Burnham was a great mayor in Manchester, but he had his share of failures alongside his successes, and he’s leaving the city looking like an unfinished building site to let somebody else repair his mess he got lost in. People once said Bozo was a great mayor too, but his transition to PM didn’t turn out so well. We’re at the point of following the US in focusing on personalities, then complaining when we realise we have a prick in charge and they’re not up to the job. I remember boring John Major, personality of an accountant with a father who made garden gnomes or something. People hated him because he had no personality. Did a fine job as PM but nobody liked him and called him Mr, Grey and was treated as such on Spitting Image as John 'Boring' Major. They got rid of him eventually and replaced him with a plonker who couldn't organise a p155 up in a brewery but at least had a personality. Are we coming to a rerun of personality over boring and in 2029 the majority not learning from past mistakes and voting in another personality to ruin the country.

What’s wrong with talking about holidays, days out, and enjoying a round of golf if that’s what you like? I don’t think it’s boasting more just using them as a way to change the subject or to be sociable. All work and no play makes for a dull boy. Even troublesome talks about going for walks almost every day.

@Hippy316

May 2025 was the official date of the corporate rebrand, pivoting away from esports and repurposing the corporate vehicle into a listed shell focused entirely on sovereign software, autonomous drone systems, and AI-driven data fusion.

The company confirmed the final allocations and closing of an oversubscribed £3.45 million placing and subscription to capitalise its new defence technology strategy on 30th May 2025.

@paul1828

I don't share predictions; I only share verifiable facts. While I do occasionally post an analysis of potential outcomes such as bear base bull, a potential and a prediction are entirely different beasts. Any objective analysis must dynamically adapt as new data comes to light.

The real challenge when evaluating this company is separating factual data from corporate propaganda. It is uniquely difficult to untangle what is objective reality versus what is promotional framing when dealing with a business that utilises AI to structure its own RNS, while one of its own core software products is designed around narrative and information operations.

For example, look at the recent discussion regarding the company's "Tier 1" status. The assumption on here was that this meant the business had been recognised as a Tier 1 military contractor, when the reality is that it is neither a prime contractor nor Tier 1 in that structural sense. It was also widely assumed that John Healey had personally stated this, but his name was never mentioned in the RNS but by framing it as senior defence leadership it was a seed planted for the board to grow.

This company has potential, but it won't happen overnight and there will be many peaks and troughs along the way. At this stage, if you are already invested, the most practical approach is to put it in a drawer and forget about it for a couple of years. If the project doesn't fall flat as it aims to overcome each milestone, we realistically won't see any substantial procurement contracts until at least late 2027 and that is operating on a fast-tracked timeline within the MoD sector. If you're a potential investor you have plenty of time to see the direction the cookie crumbles and if you're against investing, then why are you here?

Critiques are always welcome if they stay civil and courteous but if it just an excuse to be mocking, abusive or just downright negative then its best just to stay silent.

I think my overall best was Sandisk (SNDK) following its spin-off from Western Digital which I bought when it was $27.89 in April 2025 and still have in my ISA and SIPP. Current price is $2185ish

@paul1828 to correct the facts here:

first, defence holdings (alrt) absolutely did exist a year ago. the company was incorporated in 2019 and has a multiyear trading history on the london stock exchange. the last 12 to 14 months represent the pivot into their software led defence roadmap, not the creation or listing of the corporate vehicle itself.

second, john healey did not state that the company is a "tier 1 asset". that specific phrase comes directly from the company's own operational update rns issued on 20th october 2025. the official regulatory text attributes the feedback generally to "senior defence leadership", not explicitly to the former defence secretary.

more importantly, there is a significant conflation occurring here between two entirely different uses of the term "tier 1":

tier 1 supplier (procurement framework): in formal mod terms, this is a strict structural designation based on contractual scale and risk. it refers exclusively to heavy industry prime contractors such as bae systems, thales, or bab**** that hold direct multi-million or multibillion pound equipment contracts and manage extensive downstream supply chains. alrt does not operate at this tier.

tier 1 asset (innovation ecosystem): the rns used this phrase purely in a qualitative, descriptive sense. it reflects informal feedback indicating that the software capability (sovereign ai and data fusion) aligns with modern warfare requirements inside technology accelerators like dasa or nssif. it is an expression of technology relevance, not a promotion to a statutory procurement rank.

tracking the commercial progress of companies in this sector requires distinguishing between verifiable regulatory frameworks and rhetorical accolades.

"Be honest no bull. Has anyone won big on AIM."

A few times but equally I have lost big too. Currently I have 3 AIM companies in suspension and two main market and have seen four shares go bust over the last 2 years. We all have good days and all have bad ones. Banks were good to me last year, superconductors this year. Hydrogen started well then reversed locking me in at a loss. Helium is hit and miss. I had a look at spaceX and decided that instead of investing in that I would invest in their suppliers. What a good idea that was its doubled my portfolio value in a week while spaceX has peak and is now retreating. I'm sure something will happen lext week to cancel out all my gains, thats the way the cookie crumbles.

@lordloadsoflolly I’m sure most, if not all, have sold their shares here in the past, I have, but that doesn’t mean they haven’t also added a few on occasion too. If people choose to share that they’ve sold, that’s up to them. I’ve sold some recently as well, but I also buy regularly, and occasionally, if I need to de-risk, I’ll sell a block. I expect Ezhik and others do the same, but it doesn’t mean they need to announce it to the forum every time. Every share carries risk and opportunity, and information pertaining to both should be shared to create balance.