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The hydrogen 'gold' rush is gaining momentum. Great to be involved so early in this story

Some appear desperate to influence sentiment to encourage selling... suggest the shorting gang know they are running out of time.

Half term in UK a quieter week. Then first week of June, updates expected. Don't believe ITM will ever be south of £2 again

Well it would.be competitive if the big energy players got their cheque books out.... and as the UK government grant report highlighted, ITM are the top player in the UK

I actually think a takeover could be sooner, such is the nature of a hydrogen 'gold' rush and the big energy players not wanting to be left behind

Looks like we could test 200p this afternoon... and quite possibly to never return. The next operations and partners update will burn the remnants of the shorter. Will likely be update on grant in June with associated positive media that will accompany that. Great times to be an ITM holder

Personally I wouldn't want to be forced to reduce my holding over the next month given the hydrogen 'gold' rush that's just been starting... and the likely updates from ITM re partners.... but I respect your decision

Investors look at which companies have just been added and decide whether to invest. At the very least it will increase awareness of ITM... and the fundamentals and incoming news pipeline are strong and will look after themselves

Breakofdawn, I wouldn't worry about posters trying to find a negative angle. We know we're on to a good one here. Wouldn't want to be shorting or with a reduced holding this long weekend given all the imminent updates!

Agreed, it depends on how ITM want to use the surplus as the business will relatively quickly be generating much more revenue than cost. I suspect the large energy companies will be circling for ITM, anytime from now! And it won't be for a small amount....

Yes ITM will blow Ceres out the water when it re rates. Got ITM being added to the index (MCSI) in a few days too

Agreed, pressure is building and shorters are getting desperate to offload ahead of the likely updates in June. Imagine we'll see some posters writing nonsense on here today to try and deflate momentum. I think they're out of time

I dont think the market has woken up to the scale of ITM. The contracts in Europe are huge, and likely to be added to. Looking at current vacancies shows the scale of this business and it's future direction. Opportunity to join the team in Japan for instance...

Looks great, love the extent of the existing infrastructure on such a resource rich site. Amazing potential

Yes there will be some upfront maintenance costs before production starts but small fry compared with greenfield setup.

I liked the emphasis on geopolitical fundamentals. Three uranium mines in Namibia are Chinese owned. 40% global resource is Russian. The US import 95%. Think the US are interested in NEO...

Can see a squeeze on uranium supply over coming years given heightened demand from micro nuclear installations in data centres etc

Yes, really positive fundamentals here. Amazingly undervalue.

Director has started buying, Neal Freeman about to buy shares.

Section 11 approval in June on uranium mine should be no problem

Amount of mining investment infrastructure already there is impressive, over $500m.

Financials look very positive, impressed by team's experience and understanding of South African mining environment

Exciting month or so ahead with confirmation of government investment likely to generate further media publicity at a time when geopolitics, energy security is in focus. Further, updates expected on operations, orders and partnerships as well as potential market listings. Not a time to even think about trading. It's holding and topping up time

Keep coming back to this: "“Neo Energy’s current enterprise value implies an in-situ valuation of its uranium resources of just US$0.15 per lb vs peers at c.US$14/lb”

I think the current share price both significantly exaggerates to extent to which production will be funded through dilution, and also underestimates the huge values of resources in the ground, especially in the context or uranium and gold demand likely to further rocket in constrained global market

See you all in an hour, should be a great day for us long term holders when we get more details on future developments, and some publicity.... We remain unbelievably undervalued