Member Info for DoverSole

Subsidy for established but struggling co's probably not that positive...

...but for product development and capacity (economies of scale), must be a good thing surely, altho' if a stake taken in the company then may indicate future intentions also ?

Either way capital for expansion is positive imo.

Yes and a subsidized company is probably not a very profitable one - yet ! But government support is going to be helpful in the progression towards profitability.

First me ITM is a LTH with huge upside potential.

Climate change and energy security will drive the ITM share price in the medium term, when the market fully embraces the need to get off fossil fuels and into sustainable, independently sourced energy.

IMO the recent SP turbulence is just 'growing pains'. Obviously a long way to go to maturity, but if you believe the narrative (and frankly most rational people surely would) then green energy is the future - the UK government and Europe clearly do, and as an investment case that's good enough for me...

...Hydrogen has a central role to play in the future energy mix, and ITM is well placed to be a cornerstone of this ambition.

PS interestingly (to me at least), throughout history technological change has tended to drive wealth creation and economic change - the invention of the wheel, the industrial revolution etc and more recently globalisation, the advent of the internet, and AI - whereas here we are at the beginning of an enforced shift, where solutions are being sought to an existential problem. Chicken and egg, and necessity being the mother of invention, as it were.