Member Info for Eastwood

The last hour of trading was quite interesting. Vol traded for the day was 2m and then in UT it jumped from 64.2 to 67.2 with 1m traded.

RNS in the morning? Or is this just the news posted below about Europe IAA?

Hairy this has now been passed.

https://www.hydrogeninsight.com/policy/germany-passes-hydrogen-acceleration-act-designating-green-and-blue-h2-infrastructure-as-being-of-overriding-public-interest-/2-1-1950363

Https://www.londonstockexchange.com/news-article/ITM/fy26-revenue-guidance-raised/17463791

64.3 UT with total 2.53m vol traded for the day.

We have broken 65. Sitting at 65.4 at this moment.

Https://www.londonstockexchange.com/news-article/ITM/20mw-contract-fid/17461743

BBC waiting for Trump to come on and announce a rollback of climate regulation.

Https://www.ad-hoc-news.de/boerse/news/ueberblick/plug-power-accelerates-key-shareholder-vote-amid-capital-restructuring/68575716

Looks like the vote has been brought forward to today.

In the presentation on the 29th of Jan, they talked about the Autostacker is now in place and working.

I am still waiting on the MorGen FID. It was scheduled for end of 2025. It looks to be in progress still when doing a search with no news about it being cancelled.

Https://www.linkedin.com/posts/constantine-levoyannis-24474a50_electrolysers-for-europe-launched-what-ugcPost-7425622732572114944-3VZf

Out of interest you can scroll to the 30th of Jan 2025 when last years interim results were delivered and you will see we did 8.5m trade vol and the sp was 35p then. It reached a high of 39.92 that day.

https://uk.finance.yahoo.com/quote/ITM.L/history/?p=ITM.L

Bosys,

You could try emailing Justin with the question for tomorrows presentation.

Https://apps.northlincs.gov.uk/application/pa-2025-1146

Updated with some more documents and one from Uniper to the Planner about an objection with the Environmental Agency regarding private sewerage treatment plant. Dated 18th of Dec.

Thanks Hairy. I found this one as well about it.

https://fuelcellsworks.com/2025/12/23/electrolyzer/rwe-begins-commissioning-first-100mw-of-lingen-green-hydrogen-plant

JBatch, in our Q and A session in Oct Dennis said the following:

FEEDs usually cost between 1 and 2% of the total project value and take approximately 6 to 9 months to complete. Based on Dennis’s experience, about a 9:1 conversion ratio exists—out of every 10 FEED contracts, nine advance to Financial Close (FC) and subsequently to Final Investment Decision (FID).

So with this in mind 70MW is £700,000 to £1.4m in FEED fees.

Where are the two moaners this morning? I was expecting them to congratulate Dennis and ITM on another positive RNS :-)

At the moment 265k. It is currently 65.5 for the bid and 65.8 for the buy. It is constantly hitting 65.8 with decent buys so expecting to tip into the 66s shortly.

The MorGen 20MW FID is meant to drop before the end of 2025. 19 days left. And 13 London Stock Exchange days left. As Digi would say "Tick Tock"

ITM Power is pleased to announce that we have been awarded two engineering contracts:

· first, a Basic Design Engineering Package (BDEP) contract by an industrial customer for a project in Australia, and

· second, a Front-End Engineering Design (FEED) contract for a project in Canada, which aims to produce hydrogen for transportation from hydroelectric power.

Both contracts, with a combined capacity of 70 MW, will be based on the deployment of multiple units of ITM's market-leading NEPTUNE V containerised green hydrogen production plant.

Dennis Schulz, CEO, said, "We are excited to be working with our customers on these projects, and to advance the deployment of our NEPTUNE V product into the Australian and Canadian markets."

Nevermind i wrote a post explaining why Dennis cannot just buy shares Myoung. Looks like i wasted my time.