Member Info for IKFA

Spicy whether it's 22 MILLION or 25 MILLION that's still some weeks of picking up every stock / share available for sale to cover their debt.

You say Helikon are sitting on massive profit, I think they are sitting on a massive profit they can't liquidate. You seem aufait with the numbers and we all know the massive profit is there, 33p, 31p or even 28p it makes no odds now as they shorted at such high prices, the pence difference now is irrelevant but they need to get out without causing a fuss.

You tell us call options are the way, but you need someone on the other side of the call..... Can they establish 25 million call options under £1........ I certainly wouldn't be letting them have my shares at that price.

Thanks Ianous, it would be interesting to see what such a large purchase would look like.

I added a decent size order some weeks ago and ended up paying about 0.8p above to get that size through so just wonder how much it would deviate as the order size increased. Of course market conditions at the time would also come into play.

I would be interested to hear HOW you think they can exit? There are 25 million shares which need to be bought to bring the pot back to "equilibrium". As soon as they start trying to buy those shares the price will rise. If they haven't started trying to exit at these levels they are just putting off the inevitable and IMHO allowing commited long term holders to benefit from this situation, and add more shares at a price way lower than the collective value of the company.

The orders are starting to come, costs are under control yet ITM stock price got caught up in the Ceres news this week.

I would love to know what the "market price" would be right now if one tried to buy 1 million shares in 1 go..... I would guesstimate well over 50p based on current daily volume....... Imagine if they tried to do that every day for 25 days?

Spuders I don't think there has been enough of an uplift in volume. When you consider an average day is 1.5 - 2m trades, with the odd negative day higher numbers ( a positive day with high numbers is what you are looking out for ) there has been a lot of short term trading with stock traders trying to profit for the 5% plus swings either way, plus topping up from long term holders which kind of comes off the table as it isn't being churned.

Let's say that there were purchases from "friendly companies" even if it was 200k per day it's going to take months and months to get to 23m or whatever the total is.think they are so arrogant they expected there to be a massive exodus around this 30 level and there would be millions of shares to buy...... Not going to happen due to many reasons which others have covered over recent days.

I have been bemused for weeks now, why they hadn't started slowly buying, but it seems that they are scared of stating their intentions as it would start a frenzy of buying as traders try and profit on the opposite side of their bet.

There must be head scratching on a daily basis for weeks now, as the price has been low enough for them to get out, but they can't iniciate it for fear of how quick that £17m profit will go "proof" which I will have zero sympathy for . You have driven this stock down by trying to profit from its demise and I am sure there will be a glass raised in the boardroom when your trade goes up in smoke.

I am also pleased that many long term holders have focussed on the company, the orders and the future, and rather than folding have taken the opportunity to buy at prices which we won't believe in years to come.

I feel we are seeing the beginning of the end of this trade which wanted to profit in the demise of a great company, with great tech trying to solve a global energy problem.

As tennents said, it's radioactive, it's like the end of the rainbow or even as I thought some time ago, like an upside down version of catching a falling knife

Tennents great post and thanks for sharing your work. IMHO here lies the big problem, and is one of the reasons there has been so much toxicity on here over the last couple of months. The profit is there, it is begged to be taken, but as soon as they try and take it there is no volume to allow them to do it, without hitting that break even point before all positions are covered.

All of this stirring of the pot is an attempt to create volume, they don't really care if the price goes from 35 to 33 or to 31, they need volume to go through the roof. In fact now these short term falls are not working in their favour because they are just attracting more long term holders to add more at ridiculous prices.

I for 1 added 2 decent sized orders this am.

So I am now wondering if all this work to drive prices down is now being counter productive?

To me it is very fishy that a new poster would know about any history of posters departed unless they had been involved in those postings, one would have to be pretty dilligent going through history on what you say is a small and irrelevant stock to learn about the what has been said. So naturally you come across as being "part of a group with an agenda"

There is more than enough positive news coming out to back up posters on here, the negative new poster just tows the old line...... You say you are a holder, so what do you want? Everyone to tell you to sell at 35p?

I agree Troublesome, if you believe, do your own research and see the small consistent confirmed orders coming through, and the long term prospects of Hydrogen look great. All while over 20m shares remain "in debt" and other shenanigans ( which I cannot explain ) are going on there is only 1 option. At these prices I continue to add to my holdings and I will keep them for the long term.... Hel**** you are not having mine !!!

IMHO this is becoming like a pressure cooker waiting to blow, all the factors which the shorters have been waiting for to create selling volume have been and gone, they don't need to see the price fall further , but they do need volume, millions and millions of shares willing to be sold so they can cash in.

Those factors include:

Lack of sales ...... Recently blown out of the water

Cash burn - now looks like profit will come sooner than expected

External political - US support of fossil fuels hasn't had any effect on the long term prospects of ITM

There are others but you get the point

All they can do is keep attacking in the vain hope that something will give, and allow them to take their dirty profits.

What they fail to recognise is that the % of shares which are getting churned, more and more are getting bought by holders not looking for a short term profit so it's only compounding the problem.

Time for them to find a new stock to pick on I think.

Https://hydrogen-central.com/green-hydrogen-spanish-prime-minister-sanchez-compares-his-policy-of-promoting-green-energy-with-that-of-trump-green-baby-green/

I am not sure what the fixation is with the US market, the world cannot be powered only by one source, ITM clearly has focussed most of its energy on the European market so does the US changing strategy really affect this? The whole sector is getting dragged down right now due to the focus on FF in the US, but remember ITM only need a small share of the European market to be highly profitable, and the orders are starting to "stack up".

Thanks to those who have bailed out and allowed us to top up at these ridiculous prices, I won't be selling out for a short term profit but will hold for long term gains.

I believe it was 1 x 200k trade and another which was duplicated and cancelled but there was another for 109k just before. So just over 300k in total on the 2 trades.

To add to that all of th good positive news over the last 2 weeks have made it crystal clear to them...... They are now going to have to give up a MASSIVE percentage of that profit to get out.

They seem to be in a massive sweat about 30p.... I remember the first one, was it JZ"something" , then Rick and now Jorp all seeming to be fixated on this price. Have they made some promises to investors that this will be their ultimate proft?

They should have been buying back all the way down from about 50p and they might have been able to buy back 10 million or more at that price and lower. They got greedy and the volume isn't there for them to buy back 18,000,000 ( million shares ) or up to 25,000,000 ( million ) without sending the price on a steep trajectory.

We all understand they had potential to make a huge profit, but it's become like an upside down version of catching a falling knife, they don't know how to exit and these cheap tricks are laughable now.

I am under no doubt that they are watching very closely what is being said here, sadly their recruitment is far from impressive.

"do exactly the same" should I say

Rick ... Sorry Jorp old boy it's such a coincidence that you decide to post on here just as you are about to sell.

You spend a few hours trying to establish a ( tiny ) bit of credibility then BANG you decide you are going to sell.

Didn't you say in one of your first posts that you are a long time holder and not planning on selling, then 2-3 hours later you completely do a 180.....

You boys are something else, suggesting rampers are dillusional and unable to influence anything then you exactly the other same.

Helikon budget must be scraping the barrel by now, you aren't even as good as Rick and that is saying something.

Wouldn’t you love to be a fly on the wall in their meetings …..

“Rick, how are you getting on son?”

“Well I reckon my 5,002 posts on LSE has scared about 3 investors to sell about 462 shares in the last month boss”

“Keep going lad, only another 17.955 MILLION to go, keep spreading the doubt”

🥳🥳

RS what you are trying to use as deflection to cause uncertainty and IMHO trying to create stock sales ( what is your motivation BTW? other than being a lackey for the HF's ) completely misses the fact that ITM are securing a small share of what will be a massive market. How many sales does this relatively small company need to turn a profit ? They do not need to corner the market, they need to secure sales in the higher end of the market which they are steadily doing. Do you remember a small / high end computer manufacturer which everyone claimed their products were too high end, too well engineered........ well they did OK sticking to their principles and ensuring they had the best tech and not being concerned about low cost inferior products coming from copycat markets.

It is getting really boring now, everyone else on here has made their intentions clear.

That's fantastic news RS, thanks for researching and posting. For any long term holder looking for growth this means the potential is massive.

ITM has the best technology, biggest electrolysor factory in the world and a sales pipeline which is starting to bear fruit.

Great news and great work

Rick to answer your questions.

How many are still holding, I don't know and no one here knows, large holdings we could look at how they have changed over time but I would say are still in, I would say traders getting burnt on way down are out.

Your other question is more leading, and interesting that this is the point which you focus on .....

Do you seriously think that a very small and insignificant hedge fund, know something that Linde who are a global industrial powerhouse, and the largest shareholder in ITM, and the directors of ITM who recently bought more shares know less than this company who are trying to profit from the share price falling? Your question is a joke right?

Helikon have no more information than we do.

Your comment about how they could exit now if they wanted rings alarm bells on your intentions...... They cannot exit without the share price booming, they need to buy 18m shares, give or take 20 days worth of traded ITM shares.

Helikon are backed into a corner, I know it , you know it, many on here know it and once those 18 Million shares are bought we will see what the correct share price is, and how much they managed to make or even lose will be clear.

Over and out

My opinion, and of course we all have them, and often they are different is that:

1) When the short positions first built up (18 months - 2 years ago) there was a lot of hype around the stock, high price, high volumes and it offered great opportunity for profit on the downside. ( betting on it going down aka shorting )

2) Fast forward to 2025 and daily volumes are much lower and the stock price is pretty much equal to cash completely ignoring inventory / sales / IP etc etc.

So we are now in a position where there are 18 million shares which need to be bought back, no question, no discussion they need to be bought. The risk now is with the shorter, whereas 18 months ago the risk was with the investor, knowing that there were such large bets on the table that the share price would drop, and in effect 18 million more shares in circulation it became a self fulfilling prophecy (of course poor sales performance / fossil fuel investment / negative green investment etc also contributed ) . Many of the investors who could be swayed, discouraged, scared have pulled out which has left all of the investors at £4 ( last institutional offering about 2.5 years ago) and long term holders who see the value in this company for the long term. These investors will not let their shares go easily, and this is what the shorters need to do to acquire 18m shares, convince the market that their shares are not worth 35p, or 40p, or even 80p.

Sadly for this particular hedge fund the others have pulled out ( bought and returned the shares ) leaving them holding these 18m shares. As has been said by others they should have taken their profits earlier, because on paper they are sitting on big profits but they cannot realise them at a rate without causing the share price to rise very quickly. For example shares are naturally trading at the moment at around 1-1.5m per day, if they wanted to buy back just 5% of their short then they would be buying a large portion of what is being traded daily, and they would have to do this every day for 20 trading days. Imagine what that would do to the stock price over those 20 days?

I am no expert in this field, but they must be hoping for some major bad news, to give a huge reason for a sell off and allow them to pick up large volume back in the 30's, if this doesn't come I think that the shorters know their paper profit is going to dwindle fast.

I am a long term holder and have added to my position all the way down, all this nonsense has allowed me to pick up these shares at favourable price levels and I am not selling to them.

Again my opinion, not fact.