Member Info for JeffMills

His logic is ridiculous—jumping into a share chat when the stock price is dropping, pretending to be invested, yet constantly pushing the same tired narrative: “It’s going to drop further because it has been dropping.” Completely ignoring the fact that the company has secured over £100 million in revenue contracts for 2026 while only turning over £25 million this year. But sure, let’s just focus on short-term price action and ignore fundamentals. It’s obvious he’s latched onto this forum for validation, thinking people see him as some kind of market genius.

Anyone can say a stock is going to drop—it’s the easiest take in the world. What he can’t do is identify which stocks are set to rise. That’s where real insight comes in.

Our logic for believing this is poised for a major move upward? Simple:

Potential 500% revenue growth from 2025-2026.

Cash burn slowing.

Billions being pumped into green hydrogen in the EU, like today’s €187 million loan for a 100MW project in Portugal.

This is AIM, where rules don’t apply like they do in the FTSE. In AIM, stocks can move 100% in a single day off the back of an RNS. If this were FTSE, sure, it might take years to get back to £2, but in AIM? A well-timed catalyst changes everything.

Calling out a lower share price just because it’s dipped before is lazy analysis. He was saying the same thing under his Ricky account back in November when it was 31p—well done, it’s now 29p. Huge call. Meanwhile, since then, we’ve landed multiple large Neptune contracts, and BP/Shell are quietly exiting renewables except for green hydrogen. Why? Because they can control this market.

He doesn’t see the bigger picture. We do.

Rent-free

I’m not here to be your therapist or your friend—I’m here to share updates on the sector and green hydrogen.

This chat room isn’t your personal therapy session, ekimp.

It’s strange, isn’t it, how you seem so fixated on someone else being bullish about their investment? Honestly, it’s a bit off. Maybe it’s time to step back, mind your own business, and let people have their own confidence in their decisions. It's just weird at this point.

If you’re constantly having to create multiple accounts over just a couple of months because LSE keeps banning you, it must sting a bit, right? It’s clear how you’re coming across—attacking genuine investors simply because they remain confident in their own investments. Honestly, it’s starting to look a bit obsessive.

Look at the facts, the contract signed last week speaks volumes. One deal set to be completed by early 2026 is worth as much as the entire revenue for that year—so it’s clear the business is moving in the right direction. It’s hard to ignore that kind of growth potential. What part of that doesn’t make sense? A simple answer to that by you two idiots would be nice.

It’s interesting that you’re so fixated on my past predictions—almost like you need my opinion to validate your own. If my forecast was so off, why does it still matter to you a year later? The market is fluid, businesses evolve, and real investors adjust their outlooks based on new data. ITM has signed contracts, yes, but valuations depend on execution, not just announcements as we know now.

Anyone who's ever run a business—or just has common sense—knows things are being done properly when you sign a contract set for completion by early 2026, especially one that brings in as much revenue in a single deal as the entire forecast for the entire of the previous year..

Simple question Ekimp—if ITM’s revenue hits £100M+ by 2026 (a 500% increase), what would the valuation be? No need for clueless de-ramping or acting like an expert in a share chat by just saying the SP will drop. Anyone can do that, especially with global uncertainty—sanctions, war in Europe, and so on. None of that changes ITM’s potential.

Revenue is recognised when the PEM is on-site.*

That said, if we secure the 500MW project, we could be at £1 as soon as next week imo.

Im convinced we'll begin to rebound hard at the next earnings call/when we announce next years targets. Once we announce strong revenue growth for 2026, the momentum will be undeniable. I'm expecting our Linde projects to expand—once we confirm that the Shell 100MW installation is complete and running, that's going to be a major catalyst, and the 500MW project will only add to that boost. Plus, it's only a matter of time before we secure a significant Neptune V deal. Other external catalysts will likely follow suit, making it a clear runway to £1 in the next 12 months.

The SP will move when the revenue kicks in. Let’s see what happens when an RNS drops saying 2025 revenue is up 500% from 2024. I bet you won’t be here then, Ricky.

Yes. It’s honestly pathetic seeing one guy make countless accounts just to bash a share. On Wednesday, the SP jumped 6%. On Thursday, CWR took a hit because Bosch sees PEMs as more commercially viable—which, by the way, ITM dominates in. The only thing dragging the SP down is this nonsense.

What am I missing? Are you just losing it over the fact that ITM is now securing contracts monthly? Governments like Spain and Finland have been pouring billions into hydrogen in the past few weeks. The RNS updates have been making all the counterarguments for me—there’s no need to spell it out when the facts are clear. Why are you so aggressive towards investors? What is your problem pal?

Seriously, get a life.

The SP was 31.80 on Dec 4. Desperate for verification. Embarrassing.

Ahh yes troublesome! I almost it was £4.3 million. Good to see no discounts and that it’s set for completion by early 2026. Just this one contract is already bringing in nearly as much revenue as we did this year..

Https://www.actusnews.com/documents_communiques/ACTUS-0-90083-cp-ely-supply-contract-170225-en-final.pdf

For all the derampers crying about transparency on pricing—here it is, loud and clear. The 20MW project, consisting of four NEPTUNE V units supplied to La Française de l’Energie SA, is valued at €20 million. That’s not just meeting the quoted €4.3 million per unit—it’s actually €5 million per unit!

To quote directly: “This supply contract, worth €20 million, was signed, together with a commitment from ITM Power to providing a 10-year comprehensive service to support FDE in maximizing performance and uptime of the equipment supplied.”

So, there you have it. Clear, confirmed, and fully transparent.

file:///Users/shaungreens/Downloads/cp-ely-supply-contract-170225-en-final.pdf

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The Agder project is distinguished by the implementation of four Neptune V units of 5 MW each,

for a total capacity of 20 MW. These electrolysers, scheduled for delivery in the first half of

2026, will allow the Group to produce hydrogen from renewable energy sources, thus contributing

to the achievement of global climate objectives.

The industrial site, currently being prepared, will house these facilities and start producing

hydrogen by the end of 2026.

Laurie regarding the sale on 24.01. The plan is to develop a design using two of our Neptune V systems, which will be rapidly deployed, as you mentioned. So, while it’s technically a 10MW configuration, the scale is actually much larger than that when you account for the two Neptune Vs. I totally get what you mean, though.

I’ve been a bit quiet on here, but I have to say, today’s announcement is incredibly impressive. If we keep up the pace of 20MW per month for the Neptune Vs, we could be looking at 240MW order book for 2026, plus the 100MW from Shell. As Denis pointed out, the Neptune Vs are a lot more profitable than the Tridents...

If we can hit these targets and get things wrapped up by the end of next year, I dare say we could actually see profitability in 2026. And that's not even factoring in the 500MW from HAR2, RWE, and other potential projects.