Member Info for Compoundinterest

It's time to SQUEEEEEEEEEZE the shorts.

UK infrastructure bank strategy update on green hydrogen and how they plan to allocate investment funds to support hydrogen companies. Labour party has committed a further £500m of funds via UKIB under the NWF task force.

https://www.ukib.org.uk/sites/default/files/2023-09/UKIB-Strategy-Update-Green-Hydrogen.pdf

Ready for this to go to 75p and onwards.. get a few institutional investors and green funds on board buying in and the National Wealth Fund (NWF) coming in immediately. As well as Labour committing £500mil to green Hydrogen and £2.5bil for clean steel. As ITM is one of the leaders in UK this should do alright. IMO DYOR.

Any idea how much 500mw capacity cud be worth to ITM?

That being said, I see shorts closing over the coming days as it becomes a lot more riskier to hold in these tailwind environments for green energy.

I think ITM power are one of the companies which could benefit from labour policies for investing in clean energy. Hydrogen will be a critical contribution for this transition. Not sure how the National Wealth Fund will work, whether they will take equity stake in companies or project based investments.

Entire capacity secured and sold in a single RNS. Impressive. Hydrogen the future for many industrial applications.

Mistral expect end of year launch. Not guaranteed and there is possibility for delay...

Thanks for the info @LAMP

If jointly developed with Gamesa Electric, does that mean they have royalty or cut in the sales of Mistral? What's the deal between them

This latest fund raise is massive.. now they have all the ammunition they need to execute asap.

Mistral sounds interesting but I don't know enough and I wonder how it compares to the big competitors and whether they all offer similar tech.

Good find @deadly4U,

Taxas Teachers Retirement Fund made the right choice of cashing in a bit of profit before they lose a lot of $$$ for the poor pensioners.

Now Shorts closed, onwards and upwards hopefully.

Orion saves the day.

The Issue we have there is that the major II that bought in at 80p have already excited namely Baillie Gifford... seems Baillie lost patience as they are no longer on the shareholders register:

https://angleplc.com/information-for-investors-angle-plc/significant-shareholders/

If GRAIL the market leader for cancer blood test is also having lacklustre IPO expecting just market cap of $500mil in NASDAQ listing spin off from Illuminia.

What are the chances of Angle operating in the same field generating significant interest from shareholders.. need solid results to turn this around.. imo,dyor.

Crazy swing on small volume these few days. This will come good sooner or later imo.

Schroders and Redwood Capital both been adding these few months is good enough for me and a clear direction of IIs support.

Dyor,imo

Eyes on GRAIL and how much they are valued as they plan IPO spin-off from illumina next week.

Once considered the Holy Grail bought for $8billion, now words on the street saying it is likely to float for around $500m -1bn.. a fraction of what is was worth.

Reasons? Similar to Angle, burning cash and commercialisation not taking off.

Not just Angle Plc, it seems to be a broad issue of commercialisation issues across all things diagnostic blood test related. Time will tell... I still think there is huge potential, the question is when?

imo,dyor.

I bought this morning. Seems like a decent bet, cash at market cap, 0 debt.

growing business to target 2bn AUM 2025. Hopefully will generate good returns.

I guess politicians and ministers could careless about the financing deal while they are busy with the election. What are the chances of the deal getting signed-off now... waiting for Jeremy Hunt the Exchequer to sign is a joke.

What happened to supporting jobs and ship building in the UK.

I think Davey ur quite right.. in these economic times fund raising been tough on this sector.

16% discount at 15p raising is pretty decent already, could have been a lot worse.

Raising £10m will atleast give the company more run way and certainty to deliver some positive surprises hopefully...

imo. dyor.

Nice one Blind, good trade. Profit is profit. I am holding for bigger gain hopefully. Do you have more loads to sell? If so, what time targets u looking at? And at what price would u buy again?