Member Info for cureboy

Sheltie - only if they've sold. It's a buy or hold until the group reaches profitablility. 2-3 years minimum.

Motley Fool is mere clickbait. Nothing more nothing less. I won't read it but I'm guessing the author says they still wouldn't invest at the end of the article?

From the RNS

"Ocado continues to engage with Kroger on these and other matters, and expects significant growth in the US market, both with CFCs and Store Based Automation"

Shorts are simply trying to get you to sell. Path to profitability by 2027 has been laid out in the investor presentations. Great entry price.

$50 million revenue loss for 2026. $250 million compensation. Share price down 15% 😄

Also next trading update confirmed for 4th December.

I wonder if we will get an upgrade to guidance RNS?

"the wait for commercial breakthrough continues" is debatable.

On the face of it it's disappointing but we do not know the full circumstances. ITM may not have been able to fulfill the order due to larger orders from other companies. They may have declined it because of the customer profile. The fact it's funded by UK government and they've gone with a US supplier over ITM is an interesting one though.

Interesting. ITM have said in investor presentations before now that they are super selective with their customers, who must be able to demonstrate a strong balance sheet amongst other things. I guess this UK based customer didn't pass their test? Or simply chose another provider? Interesting they select Plug though.

Target price would be more interesting imo. Not giving away my average, think I've posted it before but I'm over 50% in profit.

My target price is 10-12x where the share price is currently. Timescale - not fussed. I hold in in a SIPP so I cannot access the funds for at least 13 years.

I think if you're prepared to hold for two or three years you will see big gains from where the share price is currently languishing. They are extremely well positioned to exploit a burgeoning market.

Ceres has gone from 80p to 400p, without the cash in the bank that ITM has, a product which some may argue as less efficient (certainly much larger footprint) and a pipeline dwarfed by that of ITM.

Personally I am never selling despite being in profit, I see massive potential in the company and ultimately a takeover target. Attend investor presentations, research and make your own minds up.

My understanding was that Hydropulse was created to fulfil some existing customer demand in the short term, not just generate new pipeline opportunities

Who cares? 600p would still be undervalued.

ITM are watching and learning from their mistakes in real time.

I've read that Plug have increased revenue but made bigger losses too. ITM are in an envious position in the PEM space with cash in the bank and cashflow positive.

Share price decline is at odds with their rising market share the last year or so. Also at odds with recent positive trading updates and the fact they're on track to group profitability. Buy or hold and have patience.

yes. better than some **** with a short interest posting b*llocks every hour. enjoy the silence.

Anything a broker recommends do the opposite.

Higher than normal volume and buying by the looks of things.

Anyone think Kroger are trying to pull a fast one here and beat down the Ocado share price for their own interests?

Ceres market cap in comparison to ITM is crazy. If Ceres so can triple in two months then ITM should so alot more.