Member Info for cureboy

I'm surprised they are able to exit and the share price drops tbh. I know we're up month on month, but it seems they can get out and the share price drops some days, which I find baffling. Ultimately those shares have to be bought back. Stewards enquiry needed into their ongoing shenanigans.

Anyways, not too fussed, f 'em. I'm here for the long haul, want to see ITM turning over £1billion plus. Market cap will be huge then.

Moving to the FTSE250 would be bigger. Id suggest the share price would rise considerably if it's on the cards.

AI slop.

So you see Linde uppping their majority stake from 15% to closer to the 30% compulsory offer mark? I'm surprised they haven't done it by now to give them even more control...

It goes without saying that having a strategic partner like Shell, who obviously trust and value the ITM product, is huge.

I think that Shell, along with Linde could be vying to buy ITM in the future. I hope it's years away and ITM are turning over more than £1billion...

Germany being our second largest market:

https://www.hydrogeninsight.com/production/demand-for-germanys-hydrogen-network-exceeds-expectations-with-2-9gw-of-capacity-reservations/2-1-1989891

Once ETFs, regular funds and pension funds are able to buy in. MCSI is just the start. It's a big deal.

Next? A move to the FTSE250 is surely on the cards which will be another huge catalyst.

We're only in the early stages of the rise.

Really just want some news of a FID to shove another rocket up the share price and force an exit. Must be imminent.

One can only assume a lack of intelligence. Certainly unprofessional.

This is actually great news for ITM. Another competitor out of the picture. Fully expect further consolidation in the market.

Just to give everyone a very rough idea and a low estimate on revenue, let's say 1GW is around £800million in revenue alone from one deal for Chronos. Company valuation multiple should be 15-20x revenue (Plug is higher btw). Let's say £12billion valuation at the low end based on the multiple of 15x on £800million revenue.

That's roughly 12x the current share price. From one project alone - £18 per share.

They have a 20GW pipeline. So let the figures sink in, attend investor presentations, dyor and be patient. Don't be spooked into selling silly low, the recent rise is the tip of the iceberg. Have I mentioned the NATO deal btw? Oh wait...

Totally. A 300mw FID landing, which is imminent, would equal almost £300million in revenue. That alone would indicate a market cap in the multiple of billions. There are several FIDs due. AND they have £200million in the bank!

The tactics are futile.

Buy or hold. Wait for £100's million in revenue and market cap well into the billions. A little patience required only.

Hit the nail on the head. Don't sell.

Wait for revenue to reach hundreds of millions which isn't far away (currently £45million projected for this year but that can quickly change) and the market cap to reach £5 then £10 billion. Buy or hold and watch this rise over the next few years.

Yes Digi, clear manipulation to try and spook some weak holders and or trigger stop losses. Cheap tactics that we have come to expect. What an organisation.

Buy or hold and have patience.

The RSI indicator can stay overbought longer than the shorts can remain solvent!

Next step; FIDs to land and a £5billion market cap.

I suppose one question is, what do they intend to do with the £200million cashpile that's now sitting there, since institutions ploughed in £250million at £4 per share in 2022? Especially now as we enter cashflow positive with more funding to come from the EU. I expect some of it goes into Chronos development, but what do they intend to do with the rest? ITM are in a very privileged position in comparison with their debt-ridden peers.

Their average is reportedly around 174p. So expect fun and games around this level. Don't sell.

Need to get to £2billion revenue for that kind of target. ITM can get there.

Shorts will be fried.