Member Info for JeffMills

Nice end to the day with a solid 3.5%+ finish. RBC's 70p rating came through—not that broker ratings mean much, but it's funny how some were quick to shout about the other rating earlier today and are now silent about this one. Expecting a nice, steady rise from here. The results were great, but it seems like JZ and his other accounts had their usual 'same old, same old' take. What happened to the drop you guys were predicting? Funny how quiet it gets now. Bla bla bla!

It's funny how you don’t get that institutions work on sentiment, not just fundamentals. You’d think you’d know that, especially since you just reminded me that institutions bought at £4, raising ITM hundreds of millions. Thank you for filtering me out, idiot.

Wow, you predicted the SP wouldn’t go up today, well fecking done. You also predicted it would go down. So, are you saying RWE is just going to use the 200MW and then never make another deal with ITM? Is that what you're really getting at? Because that’s nonsense. Are you also saying Shell chose 100MW from ITM, their biggest deal yet, and now they’re just never going to work with us again? What are you actually talking about? Investors pumped in at £4, and now you're saying it's only worth 33p? Lmao, you're just craving my attention at this point.

Oh, shut up, JZ. It was me who called better margins and lower costs, and guess what? I was right. Revenue would’ve been higher if they'd recognised Neptune sooner, rather upon on site, you idiot. What did you predict? Aside from whining about daily stock price moves? Absolutely nothing. You’re completely clueless and couldn't even grasp basic cash management when you were told about a 40% reduction in a precious metal. Don’t talk to me.

Just like the stock shot up to £7.50 on sentiment, it’s come down for the same reason. But the fundamentals have advanced significantly—billions are being invested in the sector, and ITM has secured deals with Shell, RWE, and Linde. So why don’t you all mind your own business? I don’t need outsiders with no understanding of the sector telling me what’s what. So strange lmao.

Plug Power is up 17%, and if market sentiment keeps trending like this, it’s only a matter of time before these goon crawls back into the woodwork.

Let’s not kid ourselves—Ricky/JZ/Aqua, we all know it’s the same person. The guy’s clearly desperate for validation, an attention-seeker who stayed suspiciously quiet all day until the SP backtracked to the opening price. Classic behaviour for someone who thrives on drama and knows next to nothing. It’s almost like they wait for a chance to jump in and pretend they’re the expert. A twat, if ever there was one.

Firstly, it’s getting a bit strange how much time you spend obsessing over me and a share you’re not even invested in. I presume you’ve noticed the stock price reflects broader sector sentiment—not just ITM’s performance—or do you skip tracking the sector and just fixate on our investment?

Now, let’s clear up why the results are strong:

Revenue: £15.2m, the strongest six-month performance ever. Does it even occur to you that revenue would be closer to £30m-£40m if we were paid as we build, as outlined in the last results? ITM only books revenue once systems are delivered and commissioned—it’s standard practice. So, while Neptune V and other projects grow the pipeline, their full revenue impact will be realised later, not upfront.

Improved margins and cash flow: EBITDA loss guidance tightened positively, and year-end cash now forecasted at £170m-£180m, up from £160m-£175m. That’s disciplined execution while scaling operations.

Pipeline growth: NEPTUNE V is driving significant interest, project delivery is on track, and customer expectations are being met. These results pave the way for future contracts and confidence in execution.

A growing pipeline, stronger guidance, and improving financials are exactly what drive institutional confidence. Maybe leave the analysis to those of us who understand the company—and the sector—rather than obsess over something you’re not even invested in.

I said improved margins and stronger cash flow were on the cards, and here we are delivering exactly that. Strongest six-month revenue ever, growing sales pipeline, and upgraded guidance for EBITDA and cash—JZ should be feeling pretty ashamed right about now

What’s massive is how it’s all coming together. We’re working with RWE, we’re partners with Linde, and now our new Sales President just came from Air Liquide. These are the biggest players in the hydrogen supply game, and ITM is right in the mix with them. It’s all lining up.

Two things: regulation and cash flow. The hydrogen market/energy is heavily regulated, and breaking into it as a supplier would be a massive effort. Plus, they’d need to invest huge amounts of cash into infrastructure and distribution, which isn’t realistic for ITM right now.

Big players like Linde, Air Liquide, and RWE already dominate the supply game, and they’ve got the resources and networks to handle it. ITM’s better off sticking to what they’re good at—making the electrolyzers—and letting those giants deal with the supply side.

This is a massive move for ITM. Peter Pötschacher coming in as VP for EU and the Middle East is a big statement.

So, why would he leave Air Liquide? They’re huge, sure, and they are into hydrogen, but they’re spread across a lot of sectors—not just green hydrogen. ITM, on the other hand, is all-in on electrolyzers and green hydrogen tech. It’s a growing market, and Peter’s probably seen the chance to make a real impact at a company that’s fully focused on this space.

JZ. It’s like clockwork at this point—same tired jabs, same desperate need for validation. You claim to laugh at the “die-hards,” yet here you are, glued to ITM chatter like it’s your lifeline. Who’s the real desperate one?

EU announced this today: "amid concerns about an impending influx of cheaper Chinese electrolysers, the IF24 auction also introduces limits on the amount of technology that can be imported from China.

Under the criteria, a project will be able to source no more than 25% of its electrolyser stacks from Chinese manufacturers, which applies to surface treatment, cell production and stack assembly.@

It came after the likes of Nel, Siemens, thyssenkrupp nucera and more putting their names to a letter sent to the European Commission warning of the “acute threat” posed by Chinese OEMs.

I’d hate to see their portfolios—they seem more interested in arguing with strangers with fake names on the internet than focusing on their own investments. Priorities, huh? Hahaha.

Let’s be clear—I don’t think they’re shorters. They come across as classic attention-seekers, the kind you always find lurking online. It’s almost laughable how these two seem to spend their entire day on the ITM board, rarely posting about any other shares, and yet they’re not even invested. Their obsession with ITM, despite constantly claiming it’s a lost cause, says more about them than the company. It’s less about genuine discussion and more about feeding their own egos and stirring up drama.

You're absolutely right—it seems like the "takeover" narrative is just another way to fuel uncertainty and undermine confidence, especially when it's coming from the same voices who consistently dismiss any optimism. It's telling, isn't it, that figures like Ricky and JZ focus on these speculative fears rather than acknowledging genuinely positive developments like Scotland’s 5GW target by 2030 or RWE's plans for a 200MW electrolyzer in Scotland.

If ITM were truly "doomed," as they often suggest, why would they even entertain the idea of a takeover? The inconsistency is glaring. It feels less like genuine analysis and more like an attempt to control the narrative and shake out long-term shareholders. Frankly, it exposes their motivations—less about constructive discourse and more about stirring negativity. It’s important to separate the noise from the facts, and the facts show there’s real progress happening in the sector. The jokers are showing their hand.

Https://www.falkirkherald.co.uk/news/people/public-consultation-steams-ahead-on-new-hydrogen-plant-for-grangemouth-4893831

the fact is, linde is already heavily invested in itm with 20%, they clearly see the company’s massive potential in the green hydrogen market (and seemingly jz and ricky know more hahaha) also other investors bought at 400p. if linde swoops in at 33p, they'd not only **** off a bunch of shareholders but also risk legal action and regulatory scrutiny because of how far below market value that is. a takeover at such a low price would also tarnish linde’s reputation—they’re not going to throw money away for a cheap deal now, when itm is positioned for massive growth. the money in the bank and itm’s future potential make anything below £2 an absurd offer. if linde ever wants to take over, they’ll need to come with something fair, reflecting the true value of the company.

A takeover of ITM is impossible with Linde holding 20%. They have significant influence and would block any sale that undervalues the company. Linde is deeply invested, both financially and strategically, and they're not going to let ITM be sold off at a low price when green hydrogen’s future is so promising. With Linde’s stake, any potential takeover would require their approval, and they're clearly in this for the long term.