Member Info for cureboy

...and Ceres not in the same league as ITM imo...

Yes wait for the big bucks to plough in here. And potentially a move to the FTSE250.

...and they would only need to sell 20-30 Alphas to reach £1billion revenue...the NATO deal hinted at a couple of hundred. And that's one deal!

The company valuation multiple in this sector should be 10-15x revenue.

Tbh I don't think that article is very good at all. Doesn't really delve into the financials, the revenue, the EBITDA, company valuations in this sector etc. Just randomly plucking share price numbers out of the air. It's positive but lacking the detail.

Let's see where we are when ITM are turning over £1billion. That will be interesting!

I think the hardest thing for you will be timing your sell then in that case, those numbers are easily achievable with a little patience.

Hairydavey,if you're prepared to hold for 2/3/4 years then you will find £3 per share, which is a £2billion market cap, a low and quite frankly disappointing company valuation.

Once they hit £500million revenue then £5-£8 per share minimum and £1billion revenue £10-15 per share and so on...all very achievable numbers and ITM well on track to deliver.

Everyone has their own targets if course but I won't be selling. I don't think I'll ever sell because the endgame here is a takeover. Linde would be my guess. I'm hoping that's years away.

Energy independence (including renewables) now top of many countries' agendas. ITM ready to capitalise. Buy or hold.

I gave up trading a long time ago, used to do the DAX and FTSE. I understand charts but ultimately think trading is a mugs game.

That said, ALL the technical indicators here are either buy or strong buy (I'm only interested in weekly and monthly). The chart also points to a trend continuation.

Long term holders have conviction, attend investor presentations, study the fundamentals and enjoy the ride. This will be a multi billion market cap company.

On its way up to 200+...the next leg up could be quicker than the first.

Markets have to pull back, it's how they get their liquidity.

Goldfinger - good luck. You don't need to tell us about your every move, we don't care.

For a new member you seem to know alot about the sp history. Your game is up Goldfinger - a sharting shorter. Good luck getting out.

That's been obvious to me from Goldfinger's first post.

It's a nice try Goldfinger. I don't think we're that daft 😁

Buy or hold. Have a few years worth of patience.

Goldfinger and MidasTouch....hmmm methinks you've been watching too much James Bond.

One month charts states 107% up. Ignore daily moves. Shorters have to play games to get out of their positions.

Good post. Patience will be rewarded. Don't focus on daily moves, look at monthly moves, attend investor presentations, study the balance sheet and enjoy the next few years.

Some may get bored. That's the shorters only hope. Not enough will sell to get them out of their predicament.

Buy or hold.

True Bilbo. But the share price doesn't say much alone. People could look at it and think £3 per share is great, but that's a 2billion market cap. What's that based on revenue, valuation multiples etc...what I mean is look at the revenue, study the balance sheet, attend investor presentations and get a company valuation in your head. Don't focus purely on the sp.

Focus on the market cap rather than share price. The NATO deal and Project Horizon alone would justify a £5-10 billion market cap. That's without the 20GW pipeline of opportunity which is growing in a burgeoning hydrogen market...

Alot more to come here. Buy or hold and be patient for a few years.

🖕🖕🖕🖕🖕

£3 per share would be a £2billion market cap.

If the Nato deal generates half of what it could, then £2billion market cap looks cheap to be honest.