Member Info for JeffMills

One more thing — this weirdo keeps banging on that me and a few others "went quiet" below 30p. Yeah, no kidding — we’re long-term holders, we comment when there’s substance, like RNSs or actual developments. We don’t spam the chat daily with doomposting and clickbait.

Meanwhile, he was in here every single day pushing clickbait after clickbait, hyping every dip like he was proud of it, actively trying to drag the share price lower. And now he brags that we “went quiet” — as if that’s some kind of win for him. It’s warped thinking, seriously.

Can I just remind the chat — this guy tuna declared the share price at 25p still had lower to go. 100% later.. He completely ignored the 50MW EU deal announced in December (FID due this year), ignored Shell’s 100MW nearing completion and going fantastically well, ignored the surging sales of Neptune Vs, ignored Dennis’s statement of unprecedented international interest, and ignored the fact that Har2 is just around the corner — a project we said ITM was primed to be picked for, and they've already been chosen for Uniper’s 120MW.

He keeps banging on about this year’s sales being low — does he not care about 2026/2027? Is he really that short-sighted? What does he reckon Shell’s 100MW project could bring in — any clue at all?

He claimed Trump would kill hydrogen — reads too many headlines and clearly doesn't understand what clickbait is. Meanwhile, the EU, Asia, and the rest of the world have accelerated. He said the EU would turn to Chinese PEMs — where’s that prediction now?

I could go on. For some reason, he got excited watching long-term holders lose money. (if they sold!!) The share price tanked not just from the obvious bubble but from the clickbait garbage he pushed. Sure, the SP was overcooked — but you don’t raise £250m+ on a whim. We’ll be back up there — this time on merit.

He should honestly be ashamed. Oh — and let’s not forget: he claimed he bought in at around 80p. Let that sink in. The guy’s nuts.

SpicyTuna, you ranted that Qube upping their short was proof the rise in ITM Power was a bubble — that it wasn’t merited.

But like me and others said last week, their small increase was likely just a move to spook the market. It clearly didn’t work. One week you're saying shorts are just hedging, the next you're acting like they know something we don’t and are calling BS on the rise.

Pick a lane and stop spewing contradictory crap.

Not all Nepune v but same message applies, exciting months ahead.

These aren’t maybes, they’re lined up. Proper bullish. One RNS and this rerates fast.

1. 300MW+ APAC deal – ITM picked, funding signed off, just waiting on FID. That’s 60 Neptune V units locked and loaded.

2. Uniper Humber H2ub – 120MW (UK) – ITM already named, based on Neptune tech. If gov backs it, that’s a monster win.

3. 50MW EU project – 10x Neptune V units, FEED done. FID expected this year. Could land any time.

4. Shell Rheinland – 100MW project due for completion end of this year. All ITM tech. That’s a real-world showcase.

5. Plus, the 500MW undisclosed industrial – they’ve locked in capacity with ITM through 2028. You don’t reserve half a gigawatt unless you’re lining up serious orders.

IMO, it's only a matter of time—maybe days, more likely weeks—before ITM announces a hugely significant deal involving Neptune V. All of us long-term holders know one thing for sure: since Dennis became CEO, ITM doesn’t throw around bold, bullish statements lightly. So when they say “There’s a palpable sense of momentum, growth, and unprecedented global interest in our products—especially Neptune V and Poseidon”, you know they mean business.

Unprecedented global interest” means demand and attention like never before—way beyond anything ITM’s seen in the past. They didn’t say this back in January, even when Neptune Vs were selling fast, so the fact they’re saying it now speaks volumes. Something big is clearly brewing.

Touched a nerve, did I? Didn’t realise I was renting space in your head rent-free.

Don’t get me wrong Spicy before I go enjoy my night — I’ve got no issue with someone coming in and offering a bearish view. Say your piece, fair enough. But you’re not doing that. You’re repeating the same thing every week — sometimes daily — like a broken record stuck on doom.

Your usual comeback is “rampers do the same,” and sure, some probably do. But here’s the difference: they’re invested. They’ve actually got skin in the game, and they’re pushing the case for why they believe in it. Whether you agree or not, that’s normal investor behaviour.

Me? I post when there’s new info. Updates. Momentum. I’m not just regurgitating the same stale take from January.

But you? You’re not even holding a position — yet you're in here more than half the people who are. Obsessive, bitter, and for what? You claim it’s just your opinion, but let’s be real — no one who isn’t either emotionally unwell or somehow tied to short interest would keep this up for this long.

People say you’re linked to the shorters. Maybe. Personally, I just think you’re a weirdo. That’s all.

So you're not even invested, but you're still here obsessing over what other people are doing with their money? Jesus. What are you even doing in this chat then?

You're not here to help, you're not here to invest — you're just nosey, constantly watching others and acting like some self-appointed gatekeeper. It’s weird. Full-on creep behaviour.

And hiding behind a name like Spicy Tuna while policing what strangers buy? Come on, mate — at least try to not make it so painfully obvious you’ve got nothing better to do.

I’m done talking to someone this desperate to feel relevant.

If someone sold at 25p — thanks to all the doom and gloom you’ve been pushing — they’d have missed out on an 84% gain.

So while you've been "pumping" it down from the bottom, the rest of us saw opportunity. If I’ve been backing it since higher levels, most long-term holders used that drop to top up — not panic sell.

And this 160p number you keep throwing around? It was 140p last week. You’re not just wrong — you’re getting sloppy. Keep going though, the desperation’s showing.

So just to be clear — your advice is to wait until green hydrogen is fully scaled, commercially mature, and priced in... and then buy?

Genius strategy — “invest after the growth phase, once all the upside’s gone.” That’s not analysis, that’s shopping for certainty.

Linde’s CEO said green hydrogen is 5–7 years from large-scale viability, not that it’s irrelevant. Meanwhile, Linde is actively building green H2 plants and investing in the tech — because smart companies position before the inflection point, not after it.

You’re quoting a timeline like it’s a red flag, when it’s actually a green light for anyone who understands how long-term plays work

Qube’s increase mere 0.04% increase. Big deal, lol. It felt more like a psychological play than a conviction move. They probably hoped it would spook the market.

Guess what? They've been wrong so far.

The “rampers” line is getting tired. Just because someone’s positive on the company doesn’t mean they’re blindly pumping it — it just means they see long-term value where you don’t. That doesn’t make them wrong, it just makes them not you.

And on the shorts — people thought they were closing because the price was moving like they were. It was a fair assumption based on what the market was doing at the time. Turns out they weren’t. That doesn’t make everyone who saw momentum a fool, and it definitely doesn’t make you a genius.

Behave yourself.

So now it’s “where did I say 45p?” and “I never told anyone to sell.” Right — suddenly we’re playing the technicality game and lying as usual. You've spent months relentlessly undermining the stock, dismissing every development as meaningless, and constantly framing the future as bleak. Don’t act surprised when people interpret that as a sell signal — that’s exactly the tone you’ve set.

And the bit about “Jeff selling hope”? No — that’s called conviction. There's a difference between blind optimism and backing a long-term thesis through volatility. You call it preaching — I call it consistency. Meanwhile, your entire identity hinges on hindsight and contrarian takes that evaporate the moment the price moves.

You weren’t offering caution — you were pushing despair. And now that the tide might be turning, you’re scrambling to reframe your own history. It’s not fooling anyone.

You said your number was 45p. You’re here again today, still banging on about how this is going to drop.

So what’s your angle? If you sold, move on. If you didn’t, then congratulations — you’re just here talking down your own position. Either way, it’s clown behaviour.

Make it make sense.

Being bearish in a downturn doesn't make you insightful. It just means you have WiFi and a creepy obession with other peoples investments.

Serious question: do you not hear yourself? You mock the price, mock the stock, mock everyone in it — but can’t stay away. Weirdo!!

The irony Spicy. While you frame yourself as the voice of reason, your entire stance is driven by fear of past losses, not analysis of forward potential. That’s not separating hype from reality — that’s mistaking yesterday’s valuation collapse for today’s fundamentals.

Pokerchips, I know!! As a long-term holder, i've been adding on the way down, not shouting noise but actually reading the trajectory. Everything I’ve hoped for to — from tech validation, to EU contracts, to global scale-up — has happened.

So Spicy, if your posts really help push the price down — maybe I should thank you. Appreciate the cheaper entries, creep.

“Objective truth” doesn’t mean much when you're only applying it in hindsight. No FID, no deal — sure, technically. But the market doesn’t price in certainty, it prices in probability. And anyone actually paying attention knows that supplier selection at this scale — with government funding already approved — is a clear signal of where things are heading. That’s what real investors track.

And come on — why are you reaching 12 months back for a chart when the company’s clearly moved on? Most of us have been topping up while you were writing it off over “cheap Chinese electrolysers” and claiming ITM wouldn’t win another major contract. Now they’re getting picked for multi-hundred MW projects in Asia — the same region you said they’d be shut out of — and suddenly it “means nothing”? Please.

The 300MW+ deal isn’t some vague MoU; ITM has been formally selected as the supplier, which means technical due diligence has already happened. That’s a lot more than a “handshake" hahaha.

This one has local government funding approval, a defined use case (decarbonising a thermal power plant), and a timeline. That’s a far cry from speculative PR.

As for the 500MW capacity reservation — of course it’s not mentioned in every deck. It’s a reservation, not an order. The fact it’s still live 10 months later tells you the potential customer hasn’t walked. That matters.

The market will always have shorters, and MMs will play whatever volume’s in front of them — it doesn’t mean the fundamentals don’t count. If you’re only judging this company by what’s already installed in concrete, sure, you’ll miss the turn.

You’re welcome to stay cautious, but don’t dress it up as objective truth — especially when the recent RNSs show real momentum backed by names with serious clout.