Member Info for cureboy

Bloom Energy is valued at £60billion on £1.7billion revenue. That's a hefty 35x multiple. Eye watering really.

Yes, there will be abit of a standoff here as Helikon try to get out. Their average is around 174p according to one person here. Not enough sellers.

I'm hoping positive news will come along and blast them.

Buy or Hold.

To get to £5billion market cap they need a revenue figure into the hundreds of millions. £500million would be at the higher end. Valuation multiple should be nearer 15-20x multiple rather than 10x. That's 10-20 Alpha sales only. Rheinmettal/NATO deal hinted at hundreds.

I think if people are prepared to be patient then. £5billion market cap would be the least to expect.

£1billion revenue and £10billion market cap is what I'm focusing on.

Attend investor presentations and study the numbers.

Serious question marks over Helikon if they're sending their MUPPETS IN SUITS to message boards to spread fear and get people to sell.

Their tactics are as bad as the national football team where they are HQ'd. Enjoy the World Cup, losers.

It had a problem getting past 65p a couple of months back...

There will be pullbacks, there has to be, but I'm waiting for £5billion market cap - £7.50ish then £10billion market cap - £15ish.

To get there they need to get up to £800-£1billion in revenue. If you're prepared to wait a few years those numbers are not only achievable but fully expected. The two recent projects, Horizon and Rheinmettal/NATO should blast those numbers out of the water for starters. Patience is key I think.

Agree with this, don't sell. I've been saying it since 25p. Next target is £500-1billion revenue and 8-10x current market cap. Timescale 3-5 years.

I wouldn't bother

Please do not compare ITM Power and HUI. Not operating in the same league.

Market cap would be £2.7-2.8billion for £4 per share so you'd be looking at ITM hitting £250-£300million in revenue if applying a low end company valuation of 10x (research says it should be nearer 15-20x however). Markets supposedly forward looking so yes £4 per share could be quicker than many anticipate if expected FIDs land soon.

To reach this figure they've need to sell 20-30 Alpha units. Not that big a stretch I wouldn't have thought seeing as the NATO deal alone has hinted at a couple of hundred units. Of course we do not know the financials around this deal but there are many other avenues for ITM to reach £1 billion in revenue. It think they will do it relatively easily.

If they reach £1 billion in revenue this should value ITM around £12-15 per share (conservative). Are you prepared to buy or hold for 2/3 years? If yes, you should be rewarded handsomely.

With every FID that lands now, and a few are imminent, there will be guidance upgrades.

To the person suggesting £6 is unlikely. That's a £4 billion market cap, there or thereabouts. When they're turning over hundreds of millions, and then a billion, the valuation should be 10-15x. Easily achievable. Something to consider.

For sure they will. Buy or hold.

Maybe short them, Goldfinger.

...and whatever he sold was snapped up hence the rise the last two days. What's your point?

Based on the FIDs about to land, revenue will quickly jump into hundreds of £millions, £2/£3/£4 per share wont cut it.

Once revenue hits £500million I'd expect £5-10 per share. If and when we hit £1billion revenue then £10-15 per share would be reasonable. Project Horizon alone should propel ITM near that. And there's so much more to come.

Just need to be patient for a few years.

My thoughts; broker ratings are useless, almost to the point of insignificance. They serve their own agendas.

ITM are in a different league to Ceres.

Bit of a paradox in itself isn't it day trading. You can't beat the big banks. 97% don't. Good luck doing it for a living I say!

Hang on, I thought Trump coming into power was going to signal the death knell for renewables? Drill baby drill and all that....oh....