Member Info for JeffMills

Let’s be honest, the board will never be the same again. From 500MW FID onwards, it’s going to feel like the wild jungle out there. I’m excited to see us break through £1—and then push towards £10. Is this a ramp? Who cares.

He's probably been banned for posting too much sh*te

It's curious, isn't it? Most of us might be down on our investments, yet it's those who are clearly uninvolved who seem the most angry. What’s their issue? It’s honestly strange—just a bunch of odd behavior all around.

I can only imagine how frustrated they must be right now—living rent-free in their heads, haha.

Just keep in mind, both of them (same person obviously) were laughing at the USA 45V on Friday morning. Honestly, how could they have gotten it so wrong? It’s pretty clear they were completely clueless. The lack of insight is staggering.

USA, just ignore ricky/jz, he's being disruptive for no reason. It's honestly bizarre that two individuals who are constantly negative about the same stock—even over the holiday period—would target one person so relentlessly. They both claim they aren’t invested, yet now ricky suddenly says he is? Are we really expected to believe that two random people would research a stock they think is terrible, even looking into the books of a short company, and not be the same person?

JZ seems to believe that because a few positive people are active in the chat, we must all be the same person. It’s honestly ridiculous. He’s just throwing out accusations because he’s been caught in his own contradictions. It’s becoming embarrassing. I can’t even see his posts anymore, but I can tell what he's up to. Just filter him out—there’s no point in engaging with that nonsense.

Absolutely agree Dibs—shifting sentiment in the U.S. can only bode well for us.

Remember, when Plug Power announced financial difficulties in 2024, it sent shockwaves through ITM and the broader market. However, with the $3/kg hydrogen pricing announced last Friday, Plug is now positioning itself for profitability much sooner—potentially this year or next.

ITM was dragged down in the turmoil, but now we’re being pulled back up alongside the recovery. Add a 500 MW FID, more Neptune V sales, and the possibility of Plug securing their loan this month, and it’s clear we’re in for an exciting ride. The market is forward-looking, and sentiment is everything.

Plug Power has surged 52% since last week—a remarkable rally reminiscent of the boom days. It’s clear that sentiment, which has been a hot topic of discussion, is shifting dramatically. The question now is whether we could see a similar trajectory for ourselves this week My prediction? I’ll be living rent-free in ricky/jz mind tonight.

We already know JZ bought in at 400p+ if you look at his history, and we already know JZ is Ricky. Now we’ve learned Ricky is invested too, which explains the bitterness. But honestly, why bash your own investment? Big year ahead—great day today.

Anyway, it’s clear Ricky/JZ are just doing this for attention—it’s exactly what they want. Seriously, who invests in a company and then spends their time arguing with every other investor about why it’s a bad investment? It’s laughable at this point; I can’t take them—or him—seriously anymore.

@troublesome His 20p prediction after the results was a good one. We’re up nearly 30% since then. Idiot.

As we noted on Friday, the 45V announcement in the US was fantastic—$3/kg for hydrogen producers could be the catalyst for the 500MW FID here. Yet, JZ/Ricky dismissed it as "nothing," even as Plug surged 40% since and we’ve gained 10%. If Ricky’s actually invested after all that, it’s bizarre and frankly embarrassing.

Laurie,

Are you seriously telling me that Ricky has claimed he's invested here? That’s got to be a joke, surely. This is the same guy who predicted 20p and still held? The one who insisted ITM was doomed because of too much competition—and yet stayed invested? Let’s not forget, he confidently declared there’d be no EU sales, only for ITM to land a 15MW Neptune V sale to an EU company through an EU grant literally the next day. Then he moved on to say ITM was finished because China would dominate the market. And now he’s invested?

If JZ truly is someone else and they just enjoy trading compliments back and forth, it’s almost more embarrassing. Imagine hearing Ricky now say he’s invested after all that.

Hopefully, he keeps doubling down on this—it’s doing a great job of making him look completely ridiculous.

On another note, I’m calling 40 this week ;-) And I’d bet good money Ricky/JZ have already mentioned my name at least twice today. Some things are just that predictable!

Oh dear, has he really been stuck on the same story since yesterday afternoon? Honestly, what’s wrong with him?

Now he’s trying to say the entire world is going to buy all its green hydrogen from China? Let’s think this through. Companies like BP, Shell, and other big players—who’ve invested billions, if not trillions, into their own energy infrastructure—are just going to roll over and hand the entire market to China? Countries that have spent years securing energy independence are suddenly going to risk relying on a single supplier for something as critical as hydrogen?

Or just a creep.

Rent-free ;-)

Just a quick reminder to the chat—“Made in China” doesn’t mean it’s all coming from China itself, haha.

Off to Primark with you, time for bed!

Now watch him go off, furiously spamming his keyboard in frustration. He’s all talk and no substance, he knows he’s been filtered, but he won’t do the same to me. It’s almost like I’m living rent-free in his head—obsessed, haha.

Most of us are in this for the long haul, perhaps as little as a 5-year outlook. If ITM secures that 500MW deal, we’re looking at over 600MW in the next 3 years. Clearly, these two are now experts about the pricing if they think Chinese electrolyzers are a fraction of the cost—let them figure out how much revenue that generates? Couldn't make it up.

As it stands, ITM estimates 600MW could bring in £400M in revenue over 3 years. If we work out the potential share price based on that, factoring in growth, it’s looking pretty promising for shareholders here. I think everyone’s happy with the potential upside, especially as we scale. So, mind your own business and let the rest of us focus on the real numbers.

quote from bloomberg:

Concerns have emerged regarding the accuracy of performance claims made by some Chinese electrolyser manufacturers. BloombergNEF reports that these manufacturers may be overstating their systems' efficiencies by 10-20%, due to a national standard that assumes 100% current efficiency—an unrealistic benchmark.

Additionally, operational challenges have been observed in large-scale projects. Sinopec's Kuqa green hydrogen facility, the world's largest, is reportedly operating at less than a third of its capacity. Issues such as missing safety features and lower-than-promised efficiencies have been identified, raising concerns about the reliability of some Chinese-made electrolysers.