Member Info for ihalliwell10

Sounds like some infighting and the CEO lost , turbulence likely to be forth coming , wonder if the board want to sell up but the CEO didn't want to consider it

US about to jump in sales for these guys , if they control the costs , this could easily race to £12 again , especially in growing economies and no tariff to concern themselves about

Dyor , but 3% on 2% divi day , that's a cool gain without any news ,

It's a race to reach profitability , scale will be apart of that once annuity revenues are deepened , but these guys are very close to going bust at -55% margin on sales , the more they sell the faster they go bust ....

https://www.globenewswire.com/news-release/2025/05/12/3079519/9619/en/Plug-Reports-First-Quarter-2025-Financial-Results.html

Let's hope itms product is greater margins or else we will fast run out of cash as well

Https://www.globenewswire.com/news-release/2025/04/28/3069106/0/en/Plug-Power-Signs-525-Million-Secured-Credit-Facility-with-Yorkville-Advisors-and-Reports-Strong-Preliminary-Q1-2025-Results.html

Plug power will be looking to access ITMs cash and merge its operations into a combined delivery engine

DYOR

Which means we need 2/3 contract / positive RNSs to continue this momentum, be cool if a US vulcher took a look at ITM,

Conversion of some of the deals will see them start to motor, I bought in at high 20s , watch them for years thinking at 150p it was a good buy, shame I bought a few, but either way , a compelling story now, they just need to deliver and continue the momentum.

2015 I think regarding the 30p observation, integration is going to be interesting , but they are piling their custer list high and I would say its about cross and up selling to all the existing customers, which over the next 18 months or so could or should if this is any good will be a series of contract wins or expansions of existing customers.

Perhaps a trimming of staff and the use of AI to push down of costs as well, as much of what they do can probably be fully automated these days.

Feels like a rerate is on the cards, 5p anyone ?

Been watching these for many years waiting for the market to mature , I'm not sure it's there yet but green shoots are certainly appearing in the market , only disappointment was the market update re trading , it showed increased revenue but same loss , which is telling .

One of two things has to happen here , charge more , which I think will be possible once they are more established , cost less , become ruthlessly efficient which is impossible in a maturing business that has growing pains.

The cash pile won't last long if they don't get this right , the other thought I had is that quality will come to play in their units , if they are well built and robust then contracts and renewals will flow , if they are troublesome which they are likely to be over time then this is an opportunity for annuity revenue but it must be because of maintenance as opposed to failure.

There is a balance to be struck with all.of this , reminds me a lot of the APR energy days , and ultimately scale was key , scale will surely coming with government backing , maybe the UK but more likely Germany that has pretty much got no choice but to go all in on this technology.

In summary , 30p feels fair risk/reward for a business that will have some significant milestones over the coming months both good and bad.

Imho.

Going really well , next stop 1.20 for me

It's a bit like itv , giving free advertising for equity in small businesses , this is the same model , smh get involved at the begining but also provide the customers and sales channels , stands a fair chance to really energise SMG into something entirely different.

Long term holder , it would be cool to see these guys progress as they have done for the next 7/10 years because this stands a chance of being a big UK success story

Be cool for them to set out a multi year strategy which included debt reduction and continued strategic acquisitions

Https://www.skreenhouse.com/about-us

I didn't know SMG also have a incubator side hustle as well , this could arguably be bigger than the company itself , taking equity and providing customers a huge opportunity for SGM

The adjusted EBITDA loss guidance of £32m to £36m remains unchanged.

That this is still the case even though more is coming in , does this mean that whilst revenue is higher it's on aspects of the business that isn't profitable ....?

Therefore with cash in the bank as well, surely must be re rated to north of 4p?

Wrightbus, the Northern Ireland bus manufacturer, could be supplying as many as 1,000 zero-emission vehicles to depots around the UK as it increases production by 40 per cent over a two-year period and takes on hundreds more workers.

The company, best known for the redesigned 21st century take on the Routemaster ordered by the former mayor of London Boris Johnson, also announced it is to spend £5 million developing the UK’s first long-distance hydrogen coach capable of travelling 1,000km (621 miles) on a single recharging of its fuel cells.

Becoming mainstream in some transport categories.

We attended a conference , lol , buy buy buy , lol

Deutsche Bank raises everplay to 'buy' (hold) - price target 330 (300) pence

If we dont rise soon, then this will be taken out I should think,

I'm not sure what is holding them back , these look cheap and at this price could get taken over.

Nice profit , low debt , divi coming . Alot to like about this well run business.

Maybe this is the kick start back into growth

25% of the business set to be as a minimum very very stable for the next few years in Germany, if not growing quality, along with the UK's building ambitions , if they can de leverage as they are planning to and hold off giving away cash in Divi's then I think this could continue to steadily rise.

I'm a long terms holder so keen to see steady progress, and perhaps a european acquisition to keep the numbers rising.