Member Info for JeffMills

So just to be clear SPICYTUNA: you're now celebrating the idea that long-term holders are down? That’s what gets you going?

That says way more about you than it does about the share. You’ve been parked in here for months like some bitter ex, waiting to pounce any time someone shows a bit of conviction. It's actually weird. You're not trading, you're not investing — you're just lurking for attention.

As for the “no FID = not a deal” line — you keep repeating it like it’s some groundbreaking insight. Everyone here knows what FID means. But what you’re ignoring (again) is that selection at this stage, from Uniper and Phillips 66, under HAR2, is a massive milestone. You don’t get named as the delivery partner for 120MW + 200MW expansion on a whim. That’s not a “handshake.” That’s a strategic pick.

But yeah, keep pretending like none of that matters because the SP didn’t moon in 24 hours.

We all know what an FID is — no one said this was revenue in the bank today. But you're deliberately ignoring the bigger picture, again.

Uniper and Phillips 66 don’t shortlist a supplier just to pass time. ITM got selected for a national-scale, HAR2-supported project — not “mentioned,” selected. That means they're through technical due diligence, and the project is moving forward with ITM at the core.

Also, funny how you trust the SP now — you’ve spent months trashing it every time it dipped. 10% up on a so-called “handshake” says more than you think. Either way, the project’s progressing, and ITM are in the room. That’s what matters.

Spicy, let’s keep it consistent.

Just weeks ago you were warning that China was set to dominate electrolyser manufacturing — now a major 120MW green hydrogen project, backed by Uniper and Phillips 66, and we are already at FID stage within a year, and you dismiss it as “just a handshake”? That doesn’t add up.

You’ve said yourself: ITM needs ~400MW to reach breakeven. This project delivers 120MW now, with 200MW+ expansion potential already under discussion. That’s up to 320MW from one site, selected under the UK’s Hydrogen Allocation Round 2, and backed by two blue-chip industrial partners. That’s not noise — that’s market validation.

And let’s ask the real question:

Why did Uniper choose ITM over Siemens, Nel, or Plug Power?

Because the technology is now bankable, scalable, and fits into a real-world deployment at national infrastructure scale.

The share price is still very low — fine. The market often misses the early signs of structural change. What matters is that ITM is now being selected for the next generation of major hydrogen projects in Europe.

Leadership isn’t about chasing headlines. It’s about being the company picked when it matters.

spicy, take a night off.

can you remind the chat what happened when we were waiting on shell’s 100mw? what happened after that handshake in 2021 for the 200mw with rwe? exactly — things moved. they just took time.

now you’re out here saying this is “nothing more than a handshake”:

"itm power is pleased to announce that we have been selected by uniper for their 120mw humber h2ub® (green) project..."

no, this is selection for a major uk hydrogen hub, tied to uniper and phillips 66 — two serious players. six poseidon modules at 20mw each, shortlisted for har2, and targeting fid by 2026. yeah, it’s not shovel-ready yet, but it’s not vaporware either.

it’s how real infrastructure gets built. long timelines, serious backers, government frameworks — and itm is in the room.

stop talking ****.

To see a project over 100MW without Linde's involvement is a real turning point, and I wouldn't be surprised if the share price reflects that shift today.

Credit to the holders who’ve had to listen to that one guy drone on day after day. I'm not here to tell anyone to buy — unlike him constantly trying to push people to sell — but let’s just say my average has come down a lot over the past three months.

What’s even creepier is when he drops one of his little “takes” and no one replies — then starts crying out for the rampers like he needs the back and forth. You couldn’t make it up. Man’s desperate for someone to notice him.

Proper weird behaviour. Just sat there arguing with the void. What a creep.

Does Spicy realise ITM isn’t the only green hydrogen related company on the LSE? Or is his entire purpose in life just making sure this one share chat knows “the risks” — as if only he has the magical ability to skim a paywalled headline?

Three banned accounts, endless rants, and still hanging around like the ghost of bad sentiment. The obsession’s real. Honestly, something’s clearly not right, so I’ll hold back from going full in — never know what someone’s dealing with behind a keyboard.

Take care, Spicy. Hope you find peace away from this chat someday.

Now Spicy, don’t make me dig through your history — weren’t you the one slating others for saying ITM’s cash position would improve? Screaming they’d run out of money by 2027. And now you’re patting yourself on the back for calling “below 30” — mate, that was in January, it’s May and we’re back above it with zero bad news and plenty of positives. You called a dip during a sector-wide collapse and think you're credible?

Let’s be honest — you don’t post anywhere else. No broader insight, no other plays. Just lurking in here like a weird little shadow, desperate for attention. What are you even doing? Get a grip mate. Actually, get a life. 🤡

Linde saying green hydrogen will be competitive in 5— it’s confirmation. Major projects like Kintore and the 500MW FID are on 3+ year timelines anyway.

If we’re talking about electrolyser makers that are actually capable — like right now — of taking on something as massive as a 500MW contract, and they’re UK-based, the list is short. The main name that comes up is ITM Power.

The rest? Either they’re smaller players still scaling up or they’re international — like Nel Hydrogen from Norway, Plug Power from the US, Siemens Energy, or Thyssenkrupp from Germany. But in terms of UK companies with the capacity and credibility to do 500MW? It’s basically ITM or bust at the moment.

Yeah, so basically ive done some homework — as we all know ITM is currently waiting on a Final Investment Decision for a 500MW electrolyser project, and it’s supposed to come from a major international industrial company, which hasn’t been publicly named yet. The 500mw via the fid is to be completed by 2028, which actually lines up pretty neatly with the timeline for the Kintore Hydrogen project as well — that first stage is also targeting 500MW and aiming for completion by 2028.

Now, as for who's behind the Kintore Hydrogen project — it’s being developed by Statera Energy, but here's the key part: Statera is actually owned by EQT, a global investment organisation based in Sweden. So while Statera itself is UK-based and actively working on decarbonising energy systems in the UK, its ultimate ownership is international — and definitely falls under the “industrial” umbrella in terms of scale and influence.

Obsessed with a stock you claim to hate, pretending you’re just here to help. Nah—you're not here to help anyone. You’re here because this is the only place someone reads your rambling. You stalk every poster who doesn’t fall in line with your miserable outlook, and when they stop engaging, you act like you’ve won something. I don’t pop up—I just don’t live on this board like you do. Creep.

Interesting they shared this update today—nobody was expecting it, and they didn’t have to. Feels like the team’s laying the groundwork, giving serious investors a chance to position before something big lands.

Could it be ahead of that UK gov contract at Kintore?

A German rail deal?

The 500MW industrial project we’re waiting the FID on?

And as for Spicy Tuna… the guy disappears the second ITM posts anything positive. Then like clockwork, he’s back the moment macro jitters knock the share price, acting like he called it. Shameless.

Neptune V is a game-changer for cashflow because it’s plug-and-play—standardised, faster to deliver, quicker to get paid. No more long, custom builds bleeding cash.

Nice report today.

This could be a turning point because it’s the first credible signal that ITM has operational control—being cash generative, even marginally, shifts the narrative from “how long can they survive” to “how well can they scale.” Investors weren’t expecting proof of discipline this soon imo.

The SP reflects sentiment and the current lack of profit—we all know this. What I don’t get is why you feel the need to spam hate towards actual investors on a daily basis. It’s obsessive, weird, and frankly, creepy.

Do you really think people here don’t understand the risks? You think you're the only one who's read a balance sheet? The bigger risk would be walking away while the company is signing deals with Germany’s largest rail operator and forecasting revenue to push past £100m next year. But you never mention that part, do you?

So what's your advice then—only buy companies already in profit? Sit on your hands and heckle the people actually taking positions? Or is this just your idea of therapy?

Either way, you're not offering insight—you’re projecting. Creepy stuff.

Waking up to find I’m still living rent-free in your head is genuinely touching.

The irony of someone so obsessed with calling others out for "denial" while spinning these essay-length ego trips at 5am is next-level. You're not analysing—you're monologuing. Less market insight, more therapy session.

Anyway, cheers for the tag. I’ll let you get back to arguing with ghosts and polishing that guru complex. Curtain’s up, star of the show.

Plug Power reported a year-on-year 583% increase in electrolyzer revenues in 2024,

You should stop wasting time on Tuna—he can’t even stand by his own nonsense. Won’t even admit he was Ricky. Just a weirdo.

"Following a 200% increase in revenue over two years, in January, we stated that our contracted backlog (yes, signed contracts) totalled over £135m. Since then, we have also announced a contract for four NEPTUNE V units, so a contracted backlog of more than £150m. Of course, past success in any part of life is never a guarantee of future success, but these numbers should, for now, speak for themselves.

As an ITM employee, I am proud of what we have achieved and incredibly excited about what the future holds. While capital markets can be strange beasts at times, our share price will eventually take care of itself, and we will only get stronger from here."

SP will eventually take care of itself. When we recognise that revenue on our books next year, the SP on that alone will be valued at 1.50+ (i'm not repeating myself with the calculations for tunapants/ricky, read my history)

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