Member Info for JeffMills

Green hydrogen produced in Europe will be eligible for H2Global subsidies for the first time in one of the forthcoming Round 2 tender lots.

https://www.hydrogeninsight.com/production/exclusive-green-hydrogen-produced-in-europe-will-be-eligible-for-one-of-the-upcoming-h2global-tender-lots/2-1-1766387?a=

I demand why Ricky has failed to share this? He shares everything else? I demand the reason why he spread misinformation yesterday regarding ITM unable to sell anywhere outside of EU, even though we were the first ever PEM mw electrocyser to bought by Japan.

Apologies to the chat, I know this is petty, but when someone stoops to that level and types like a child, it’s hard not to respond. Honestly, he can't handle it, and it’s clear he's out of his depth. I demand he steps away and stops wasting our time."

To fellow investors, I’ve decided to take a break from this chat. I’ll be back soon, but honestly, this guy is an absolute nutjob and not worth my time. LSE clearly loves the clicks and isn’t bothering to filter him.

Here’s the thing, pal—anyone even mildly successful in life doesn’t waste their days sitting in chats, arguing about a stock they clearly aren’t invested in.

Yes, if we secure the 500MW FID and it's completed by 2028, it’s a 100% certainty—at least 2.3billion

You're just bitter because you bought in too early, sold out, and lost it on something like quantum computing. Laurie spends his day here because he’s actually invested and can afford it, unlike you. You seem to get off on spreading negativity because you can’t stand the thought of others making money. Frankly, no one cares what you’re invested in, but you clearly want attention. You’re just a loser—unemployed, jobless. Dont take it personal, thats just my opinion.

Stock price literally reflects the revenue for 2025, are you simple? The market multiplier is usually around 10x. With £22m revenue for 2025 and a market cap of £220m, you can do the math. I said a spread of 3 years, so if we hit £690m over 3 years, that’s £230m per year. Apply the same multiplier, and the stock price could see a market cap of about £2.3 billion.

Your trades are nothing more than a gambles, plain and simple. No serious investor spends their day spamming a share chat for a stock they have little or no money in. You're more of a gambler, probably retired or unemployed. Just my opinion—don’t take it personally.

Now you are mocking the fact that it’s a deal with a family-run business. That’s 13 million on the books, and with just a couple more deals like that, our revenue for the year could double. His comments just show how out of touch he is with what’s actually happening.

I know Laurie too—he comes on here warning everyone about the risks, yet then promotes a stock that’s dropped 80% since his post. It’s hard to take his advice seriously when that happens. Honestly, it’s laughable how off the mark he’s been. A real clown, to be honest.

Apologies, I didn’t see that earlier. I’ve been staying away from the chat today.

The focus on domestic manufacturing of electrolysers in the UK.. No wonder Dennis is feeling bullish.

New government, same address - back to the Prime Minister‘s office. Our Chairman Sir Roger Bone and I had a constructive discussion in 10 Downing Street on the economic opportunities green hydrogen and the domestic manufacturing of electrolysers pose for the UK.

In what is turning into a massive, multi-billion industry, ITM Power has a strategic opportunity to grow substantially over the coming years. We shared the view that government must support and prioritise domestic supply chains for electrolysers and associated jobs, especially when taxpayer money is involved. Ed Miliband, Secretary of State for Energy and Climate, said - “Let's spell out what this future means: jobs building carbon capture and storage, jobs manufacturing electrolysers for hydrogen” - we are here to make that happen.

In today’s times this is not only an economic question, but increasingly also one of energy and critical supply chain independence.

https://www.linkedin.com/feed/update/urn:li:activity:7284592830759514112/

And just to remind you—maybe it's time to brush up on some basic math. If you actually take the time to calculate it, based on industry standards for PEM technology (not Chinese alkaline, which is losing relevance), you’ll see the value isn’t “nothing.” It’s substantial, both for ITM and its investors. If ITM can secure just a few of these projects a year, it’ll be a solid win.

Even if the company only hits 1GW a year instead of the projected 5GW, I’ll still be sitting pretty. So, what exactly are you on about?

The fact that you invested in ITM back in 2020, thinking it was a better time to buy than today, really says a lot.

If Linde didn’t see the value, they wouldn’t be involved at all. Simple as. You’re really downplaying the 100MW Shell project. Just so you know, Holland Hydrogen 1 is set to be Europe's largest standalone green hydrogen project—so yeah, it's a big deal.

Let’s be honest here—you’ve got very little invested, and you’re acting like a merely speculative gambler with your picks. Investing in things like quantum computing shares? That’s a whole different level of risk. Embarrassing, really. If you’re going to talk down on ITM and their solid positioning, at least have a credible investment behind you instead of chasing the next flashy trend hahahaa

Haha, you’ve got this the wrong way around. I never said Linde needs ITM, but let’s be clear—ITM’s technology is an asset to Linde, and that’s why they’re involved. Who cares if a tabloid article missed ITM’s name in the RWE 200MW project? It doesn't change the fact that ITM’s PEM electrolyzers are a cornerstone of these massive projects. Are you seriously suggesting that Linde and Shell are using ITM’s tech just for fun? Does that not tell you something about the quality and potential of ITM’s products?

you’re invested, but it sounds like you’re trying to talk yourself out of it. Why else would you be downplaying the value of ITM’s role in the green hydrogen space? Linde, Shell, and others see the value in ITM’s tech, and that’s why they’re backing it. If you don’t get it, maybe it’s time to reconsider your position mate!!

It’s funny, because you mocked people for sharing Dennis’s posts about being bullish on ITM, but today Nel just backed up everything he’s said. No one wants alkaline anymore—it’s all about PEM, especially containerized systems like Neptune V. Dennis is the master, and ITM is leading the way. It’s clear where the future lies—ITM is positioned to dominate, while others are playing catch-up.

Has it not occurred to you that Linde’s billions in blue hydrogen aren’t a contradiction but a strategic hedge? They’re investing in both sides of the hydrogen future—blue for today’s transitional demand and green for tomorrow’s inevitable dominance. That’s the mark of a smart, forward-thinking company. If green hydrogen wasn’t a priority, why would Linde bother holding a stake in ITM at all? They clearly recognize the potential of ITM’s PEM electrolyzers to lead the green hydrogen revolution when the market shifts, as it’s bound to.

And let’s be real: Linde’s investment in ITM is already paying dividends. Without Linde, would ITM have landed the 100MW project or built partnerships with players like RWE? Doubtful. Blue hydrogen might keep the lights on for now, but when green hydrogen scales up—and it will—Linde’s early stake in ITM will look like genius. Meanwhile, your take will age like milk.

This is getting ridiculous. His JZ account got banned, and now he's gone into overdrive on his Ricky account. Can we all please just report him for being disruptive? It's obvious that's exactly what he's doing—spamming the board nonstop. He literally said he was invested as soon as it went up last week. Absolute weird behaviour.