Member Info for JeffMills

Imagine buying into a stock, being part of a solid discussion, then watching the share price drop and panicking—probably because you were using a spread bet, which explains why you’re no longer holding. Now hes lashing out at us long-term holders who actually believe in the company. It's pathetic, really. You lose a bit of money and suddenly, you're turning bitter and taking it out on those of us who are actually in this for the long haul. Absolute sad act behaviour.

I've got him filtered, but lets just say JZ was very bullish when he bought in at 405p.. read his history.

Right now the ECB’s key interest rates are still high: 3.15% for refinancing, 3.00% for deposits. They’ve stayed stable, but inflation hasn’t hit target yet. Rate cuts will come in 2025, which is when growth stocks like ITM should rally imo.

Back when the 100MW Shell deal was announced, people like JZ were quick to call me a ramper for being confident about its impact. Yet, on that very day, the share price jumped around 20%, and by the end of the week, it rose from 48p to 65p. Fast forward to today, and I’m still labeled the idiot because the share price has retraced. But let’s be clear: unless JZ had a crystal ball to predict the future, his stance was no better than guessing.

I’m basing my perspective on fundamentals, not speculation. The share price will recover. Interest rates are improving, and the macroeconomic conditions are shifting in favour of growth stocks like this one. The value is still there—it just takes patience for the market to catch up.

You can’t blame Dennis for high interest rates causing delays in funding; or that Trump was voted in; or Plug Power waiting on a loan, which has dragged the market down; or investors shifting to safer, immediate returns during a war in Europe.

Jesus, get off chatgbt you idiot.

What happened to the last FID? Oh yeah, we secured a 100MW contract from Shell—real gamble, right?

JZ doesn’t even know why oil is cheap. It’s because it’s heavily subsidised by governments worldwide—billions in tax breaks, infrastructure support, and direct funding to keep prices low. They’ve been propping it up for decades, so of course it’s cheap.

Alright, JZ, you can get my attention for what last reply then back to my filter list. let me ask you: what do you think 500MW (aka £400m in revenue) over 3 years would do to the SP? Just curious, mate. You're seriously here talking like this is a bad investment at these levels? A lot of people have their money in, waiting on the FID, which will probably send the SP to £2 on its own. But sure, keep spouting nonsense while others actually see the potential. Clown!!!

Is he seriously acting like ITM Power’s entire business hinges on the UK? Honestly, is he for real? Countries like Germany, Australia, and Japan are pouring tens of billions into green hydrogen and building a global market. maybe he should try thinking beyond the end of his nose. Or at least Google it.

Posting a piece of news that’s nearly a year old? Come on, mate. That’s next-level cringe. He’s actually managed to outdo himself—turns out he’s an even bigger clown than I gave him credit for. Back on the ignore list he goes. Cheers to peace and quiet again

Ao basically, Air Liquide’s plant was making grey hydrogen using natural gas, but now, they’re going to use green ammonia to make green hydrogen. Basically, they’ll use green ammonia (which is easier to store and transport) as a feedstock. The ammonia will then be cracked to release hydrogen at the plant.

It’s not about making ammonia from hydrogen, but using ammonia as a way to transport and store hydrogen more easily. This opens up a big opportunity for ITM Power, because the green ammonia is made from green hydrogen produced by electrolysis (the kind of process ITM electrolyzers are designed for). So, as more projects like this take off, ITM could land a lot of contracts in this growing market.

The project with Yara is a great example of how ITM is leading the way in the green hydrogen space. ITM supplied electrolyzers for Yara’s green ammonia production facility in Norway, which uses green hydrogen to create ammonia for fertilizer.

Air Liquide just got €110m from the EU to retrofit its Antwerp hydrogen plant to run on renewable ammonia instead of natural gas, cutting 300,000 tonnes of CO2 per year. This is big for green hydrogen because you need green hydrogen to make the ammonia in the first place. It shows how green ammonia is becoming a key way to decarbonize industries, and it’s a huge market for electrolyzer companies like ITM. Didn’t we do something similar with Yara? This just proves how critical green hydrogen is for the future, sentiment is growing even quicker than i'd expect.

If ITM announces the 500MW FID, and the contract brings in around £400-500 million in revenue over 3 years, the market would likely push the share price up to £1.50, reflecting the long-term revenue potential. Even with the LTIP awards triggering some dilution (if they are tracked by sp, which is possible) around 3-5%, the value from such a big contract would more than make up for it. The upside is massive, and any dilution would be a small price to pay for that kind of growth.

To hit the targets, it quite clearly states ITM Power needs to:

TSR (40%): Significantly outperform market benchmarks, meaning strong share price growth.

EBITDA (60%): Achieve profitability with improved margins and consistent growth.

Sales Order Intake: Secure major contracts and drive revenue growth.

Project Execution: Successfully deliver large-scale hydrogen projects on time and within budget.

Very happy with this RNS update. this could definitely push the share price up. very positive because it ties exec incentives to hitting key targets like profitability, sales growth, and successful projects,

They’re not getting the shares now; they’ll only receive them if they hit tough performance targets over the next three years and stay with the company. Plus, even after that, they have to hold the shares for another two years. It’s far from a "freebie'—this is standard for incentivising leadership to deliver long-term growth. If they succeed, shareholders win too.

Not a freebie at all—these are performance-based incentives tied to achieving long-term goals. The shares only vest if the targets are met and the execs stay with the company for three years, plus hold them for another two. It aligns their success with shareholder value, which is a good thing. Proper incentives drive results

Absolutely spot on. Plug Power’s 20% run today proves the point: markets move fast when sentiment shifts. ITM has plenty of potential in the tank—Neptune Electrolyser sales alone could push the needle like you say, and let’s not even get started on the impact of a 500MW+ contract landing. It’s all about timing, positioning, and catching the wave when it comes. The traders playing around for pocket change will miss the real moves every time.

Massive £785m hydrogen investment coming into the UK from HYCAP, all linked to Saudi’s 2060 net zero drive. This isn’t just talk—it’s happening now, with hydrogen clusters rolling out: buses, trucks, infrastructure, and more. Over 1,000 UK jobs and 25m tons of CO2 cut over the project’s lifetime.

ITM Power’s position as a hydrogen leader makes this huge for them—think electrolyzers, green hydrogen, and global influence. Saudi’s betting on the UK because we’re leading on tech and innovation. Like Ed Miliband said, this is how we ‘create jobs of the future’ and make the UK a clean energy superpower. Big moves.

👏👏👏

"This message has been filtered, please adjust your filters to view" Lovely sight, i'd recommend doing the same to the idiot.