Member Info for buffettology

Old I'm interested to know what your re-evaluated sp predications would be given that you think they are too low based on the news flow since Xmas?

Interesting that an investor like Scottish Mortgage hasn't taken a position considering their focus on disruptive tech and how close we are to exponential growth!! Comments please!

And with many launching in 2022!!!!

When will the world wake up to our potential?! I guess with aim it all could come at once using the ketchup bottle analogy

Just listened to PM again and I look forward to when he announces further detail as promised on what the qualcomm deal means

If its OEMS not models then that's huge

I wonder whether in the interims PM will provide the projected forecast for the coming years he didn't have at his finger tips based on the new Qualcomm related contracts? Anyone care to take a stab and when do we all think we will see a seismic increase in revenues?

Someone mentioned FedEx the other say and checking on their finacials their cash position has dramatically increased so obviously helpful!!

Much needed for an aviation deal! Ha!

I thought so too but wasn't totally confident. The AI ecosystem is bonkers to try and gett your head around

Impressive growth! I wonder if we have any links? Huge margins too

Seem to be busy in the US so hopefully this will further help promotion across the states in some way

Who and what difference do you think they'll make,?

I wonder what an aviation deal announcement would do to the sp?

I'm not the most patient person but very happy with progress in the company and the share price. The world is still only just waking up to the potential, so I'm thinking this time next year we will be in a different place and hopefully double to where we are now if not more.

Thanks. What would you ammend them to?

Sorry all, any chance they can be reposted? I should have saved them!! Not sure if anyone wishes to revisit/ammend given the recent news?!

We spoke about this share a little while ago ITM. I've had a glance through the full year figures reported some time ago which are here for those interested:
Developments In the last 12 months:

· Strategic partnership with Linde announced in October 2019 and formation of ITM Linde Electrolysis (ILE) GmbH joint venture, allowing ITM Power to focus exclusively on the manufacture of electrolysis equipment for larger scale systems

· Commercial partnership agreement with Snam S.p.A. (one of the world's leading energy infrastructure operators) announced today, including a £30m strategic equity investment in the Company, together with an initial 100MW preferred supplier indicative commitment to 2024

· Proposed equity fund raise of £150m (including the Snam investment) plus an up to £7m open offer (to existing shareholders) to accelerate the Company's development also announced today

· Record current backlog of £118.7m (previous high £55.0m) and tender opportunity pipeline of £324.9m (£263m as at June 20)

· Near completion of the worlds' first Gigafactory at Bessemer Park, Sheffield, expected to reach annual production capacity of 1,000MW per annum by end 2023

· EU funding of €150 billion announced for green hydrogen in the 10 years to 2030

· A total of five European governments have now stated explicit electrolyser targets for 2030: France 6.5GW, Germany 5GW, Spain 4GW, Holland 3-4GW and Portugal 2GW

 

FY2020 Financials:

· Transition year with revenues and EBITDA adversely affected by COVID-19, Brexit and the adoption of IFRS 15

· Total Revenue & Project Grant Funding of £5.4m (2019: £17.5m) down 69%, comprising:

o Sales revenue: £3.3m (2019: £4.6m) down 28%

o Collaborative grant income recognised: £2.1m (2019: £12.9m) down 84%

· Loss from operations £29.4m (2019: £9.3m),

· Adjusted EBITDA loss (see note 7) £18.1m (2019: loss £7.3m), increased 148%

· Available cash balance of £39.9m at year-end (2019: £5.2m)

 Now then, just as a comparison to see how we are valued makes for interesting analysis and reading. How such stocks are valued is beyond my compression, but one has to think that See is outstandingly undervalued. Perhaps if future RNS's are drafted to capture projected earnings (pipeline) then maybe this would impact the SP?!

Now then, where can they turn for a quick solution that ticks all the required boxes??!!

OMG!!