Member Info for JeffMills

With billions pouring into the hydrogen market and massive government backing, the fundamentals are lining up. They’ll eventually see the huge potential in H2, but they need the confidence of solid sentiment before diving in. The future of hydrogen is looking incredibly strong. Pension funds are stopped by mandates to take much risk, thankfully.

Imo, I think a few things could shift sentiment in the sector soon. For one, Plug Power getting that $1.5 billion loan could help.

You’re completely wrong, and as I’ve mentioned before, I have friends in the industry who understand how this works. So, I’ll agree to disagree. That said, sentiment plays a crucial role—it builds confidence and shows demand. While some big investors might move early, most wait for sentiment to shift because it reduces risk and ensures there’s broader support. Ignoring sentiment is a gamble—it drives the momentum and liquidity they rely on.

For the benefit of this chat, im filtering these two weirdos who clearly crave my attention. Move along, lads.

JZ your last post essentially boiled down to: “You’re filtered.” Honestly, that’s just pathetic. And let me clear something up—no, you’re not limited to buying shares at one price forever. Are you deliberately being thick?

As a long-term holder, I’ll admit I may have bought in a bit early, but it’s given me the opportunity to average down over time. That’s part of the strategy. Meanwhile, judging by your history, it seems you have a habit of taking a big loss, then jumping to the next stock in a cycle of frustration.

So, truly—sorry for your losses! And please just filter me this time!

Hargreaves, JCB, Linde, and HSBC bought ITM shares at 400p, and while their investment was based on the company’s growth potential, sentiment played a key role at the time of course! The green hydrogen sector was experiencing a surge in optimism, with huge market expectations driving valuations higher. These institutional investors likely saw the long-term value of ITM, but the strong sector sentiment around hydrogen technology and the clean energy transition undoubtedly influenced their decision. At that moment, it wasn’t just about fundamentals—sentiment was a powerful factor in their strategy.

Missed this on Friday: Jefferies reiterated their Buy rating with a target price of 60.00p

Are you agreeing with me or disagreeing lol? I’ve already said investors weigh fundamentals but also avoid buying at the wrong time, waiting for sentiment to align with value. Your point about "smart money" exploiting sentiment is exactly what I said—they’re timing their moves carefully to maximise returns. So, which is it? 😊

Wookie... Do you believe ITM Power’s £250 million equity raise in 2021—led by key participants like BlackRock and Linde—was based more on fundamentals or sentiment?

At the time, ITM had minimal revenue relative to its market cap of over £2 billion, and the raise was oversubscribed amid optimism about the green hydrogen sector. Given the disparity between the company's financials and valuation, would you agree that sentiment played a significant role in driving such investment?

I should probably mute them—they seem upset with me as if I’m to blame for any potential losses they’ve experienced here. Who knows what’s really driving it? Apparently, even discussing positive updates in the sector is being labeled as "ramping." Honestly, I’m not sure what kind of conversation they’re looking for in this space. I’m not here to be anyone’s friend, just to share relevant insights.

Alright, here’s a sharp response from Jeff’s perspective:

Let’s get something straight—you’re the one creepily obsessing over my investments, digging through posts about stocks you’re not even invested in. Who does that? It’s bizarre behavior, mate. If anyone looks like a fool here, it’s you—hanging out in forums for companies you don’t believe in just to rant at people who actually are.

And as for your claims about my “track record,” at least I have one. You’re just some sideline heckler who’d rather tear others down than back anything yourself. Maybe focus less on my portfolio and more on finding a life.

Ricky/jz let’s be honest—your track record shows you’re flipping shares every six months like day-trading gamblers. You’re not investing for the long haul; you’re chasing short-term moves. That’s the real difference. Reporting news on the sector isn’t ramping lmao,

Actually, sentiment plays a much bigger role for major investors than you might think. Sure, they focus on fundamentals and business models, but they absolutely keep sentiment in mind—often as a way to time their moves. It’s not just “dumb money” chasing hype; institutions actively track and analyze sentiment to get ahead of the curve.

Think about it: quant funds, like Renaissance Technologies or Two Sigma, literally build models around sentiment data—tracking social media, news, and other signals. They’re not ignoring sentiment; they’re using it as an advantage.

Even Warren Buffett talks about exploiting fear and greed, which are purely sentiment-driven. And hedge funds now use AI tools to predict how sentiment will impact markets because it drives short-term price swings. Studies back this up too—there’s plenty of research showing that sentiment is a real factor in returns.

And look, “smart money” doesn’t blindly follow sentiment, but they know exactly when and how to position themselves before retail investors catch on. It’s not an either/or thing; they use sentiment strategically to profit off those predictable moves by “dumb money.” That’s how the game is played.

The lack of understanding, laziness, or perhaps spite from losing all his money before? I’m not sure.

Last post about the idiot, but just wanted to mention this: JZ was claiming the Neptune V was sold for almost nothing, not understanding that we don’t recognise the sale until installation. What he failed to realisic is that Guttroff was awarded EUR 5 million earlier this year to start domestic green hydrogen production, and we were explicitly told the units were priced at around £4 million.

Some might find it hard to believe, but I have friends in major investment firms, and they all emphasise the same point: big players can’t move until market sentiment shifts. These firms often operate on razor-thin margins because regulations and mandates don’t allow them to take significant risks. But when sentiment changes, it’s a completely different game.

Look at ITM raising £250 million—it happened before governments were seriously backing hydrogen, before we had any major contracts beyond Yara. Imagine the share price movement back then if we had announced the 500 MW FID or the 100 MW contract at that time.

The tide is turning, sentiment is shifting, and in my view, it’s an exciting time to be watching this space.

Ah, the joys of a morning laugh with coffee. So, I was revisiting the chronicles of JZ, our resident financial guru (self-appointed, of course). It turns out his track record is quite the comedy sketch. Remember when he was waving red flags about Vita Life Sciences, urging everyone to sell? Fast forward, and the stock jumps from £1.50 to £2.20.

But it gets better. The same JZ who cried wolf about Vita Life was hyping up 888 Holdings, convinced it was on the verge of recovery. it wasn’t. The share price has since went from 101p to 60p over 12 months. Yet here he is, confidently labeling ITM as a "bad investment." The man is clueless hahaha.

In summary: he’s been wrong about Vita Life, wrong about 888 Holdings, and now he’s set his sights on ITM. If history’s anything to go by, ITM might just double soon. Thanks for the laugh, JZ—you’re the gift that keeps on giving.

Green hydrogen is gaining global traction despite its high costs compared to blue hydrogen. Japan has committed $107 billion over 15 years to develop hydrogen supply chains, driven by its need to decarbonize and political pressures like its car industry betting on hydrogen over EVs. Globally, countries like India, Germany, China, and Chile are heavily investing in green hydrogen infrastructure, with India targeting $129 billion by 2030 to become a leader in the space.

Apparently, they don’t understand sentiment either. They ignore how this was dragged down when Plug Power announced they needed a loan or the fact that Trump got voted in. Utter idiots. Sentiment matters in the short term, but fundamentals win out in the end—and the fundamentals here are solid.

I don't waste energy on the negative types in this chat. Apparently, the 500MW FID doesn’t exist to them, the 100MW deal with Shell is “nothing,” and the €20 billion Germany has announced for green hydrogen pipelines? Also irrelevant, apparently. These folks claim the sector is slowing down—probably because they’re hooked on clickbait tabloid stories.

Meanwhile, we’ve got directors buying shares, the Neptune V being sold just months after its reveal, cash burn slowing, record revenues in six months (which would be double for the year if contracts were recognized on signing instead of completion). I could keep going, but their “facts” amount to claiming the entire green hydrogen sector is a hoax.

Right… because companies like RWE, Shell, and major governments (EU, US, etc.) are all pumping billions into a massive scam to trick us. Makes perfect sense.

Patience is key here. What truly frustrates me is these clowns just make new accounts whenever they’re embarrassed after the 500MW FID lands, or when a deal for several Neptune V units drops. Their noise won’t matter then—it’s just about staying the course.