Member Info for JeffMills

Are you simple or something? You keep posting clickbait negativity on ITM and Ceres while hyping AFC. Same sector.

i genuinely can’t understand your thought process. we all know the share price is low because the market is focusing on current financials. but once we start booking actual revenue, it’s a whole different story. we've already secured the 100 mw project, bringing in around £100 million, even if most of that won’t be recognised until 2026.

and that’s just the beginning. the real game-changer is the neptune v units, which offer quick revenue due to their fast turnaround—expect announcements to roll in soon. add to that the rwe partnership, hygen, and the upcoming 500 mw deal, and we’re looking at a serious pipeline of growth.

so honestly, i’m tired of hearing from day traders who can’t see beyond their next trade. if you can’t grasp the long-term potential here, then just **** off.

I'm sitting here laughing because it’s like clockwork: every time ITM gets something positive, you pop up with your usual whining. Last week, it was accusing us of ramping when we mentioned the positive UK budget. Then we talked about directors buying shares—apparently that’s ramping too. And now, more good news today with a £5 million sale and the EU President backing the sector, and here you are again. Honestly, what a twat.

Aqua, posting facts about the industry, like the EU President’s comments or the RNS about a sale today, isn't ramping—it’s just sharing actual, relevant updates. If you think it is, maybe you should reassess what you’re looking for here.

Instead of whining, maybe try focusing on what’s actually happening in the sector.

Even with trumps return*

No Jim, it wasn't. The current share price around 40p means nothing in the grand scheme of things. Let’s look at the bigger picture: Germany has just announced a major hydrogen pipeline, ITM Power’s directors are putting their money where their mouth is with insider buys, and the company has already sold its first NEPTUNE V unit just months after launch.

Today, the EU President confirmed plans to accelerate support for the hydrogen sector, and the UK government is backing this transition with £2 billion in funding now, plus another £3.4 billion coming next year. Meanwhile, Shell emphasized today that, regardless of who’s in power in the US, green hydrogen will remain one of its biggest markets—even if Trump returns.

The share price is largely down due to the hangover from the previous boom, with the sector still being valued on today’s revenue and profits, rather than the huge future potential that lies ahead. The sector is progressing at an incredible pace. So, let’s stop getting swayed by every clickbait, doom-and-gloom headline. Focus on the real indicators: RNS updates, government grants, insider buys. Aqua, I’m talking to you! Wake up and see the momentum. Patience is key here—the sector is moving forward, and we’re on the brink of something big.

Of course, what's exciting is the 500 MW project on its way. With the 40% reduction in iridium usage, we could see a potential 5-10% decrease in costs, so circa 50m. I'm sure that may help their decision.

Perhaps today’s contract came down to the reduced iridium usage, or, as mentioned, comments from Ursula, which of course were known to them before being announced to us today.

Currently, the NEPTUNE V sells for £4.3 million. If iridium cost reductions are passed on to customers, we might estimate a proportional decrease in the price. Assuming iridium costs form a significant component of the price (but not the entirety), a 40% reduction in iridium use could translate to a cost decrease of roughly 5-10%. This means the new price could be around £3.9 million to £4.1 million for the NEPTUNE V.

On the same day as a major NEPTUNE V sale directly through a European grant, European Commission President Ursula von der Leyen has reaffirmed her commitment to fast-tracking policies to scale up the green hydrogen sector.

Let's be clear: we don’t need a handful of short-term traders who’ve only been dabbling in the sector for a few months to lecture us. We understand the long-term vision and potential of green hydrogen—it’s a marathon, not a sprint, and we're on the verge.

Could be that with US regulators on friday rejecting Amazon’s plan to directly power a data center with nuclear energy, so interest in alternatives like green hydrogen.

With Debenhams at an £800m GMV and a 3.4% overall margin, they’re generating more than £34m in EBITDA. If we apply the 1000% growth trajectory, their GMV could reach £8 billion next year. At the same 3.4% margin, this would yield an EBITDA of approximately £272 million.

To estimate market cap, applying a conservative multiple (say 10x EBITDA, typical for high-growth e-commerce) could value Debenhams around £2.72 billion. This trajectory highlights significant potential if they maintain even a portion of this growth rate.

Given Debenhams' impressive 1000% growth, if that trajectory continues, their GMV could theoretically reach £8 billion next year. With a 3% margin on that projected GMV, Debenhams would bring in approximately £240 million in value. This potential scale, even with thinner margins, shows significant growth value that can't be overlooked.

Honestly mate, if a bit of optimism about a share bothers you this much, I can’t help but wonder how rough things must be on your end right now. If watching others talk about investments they’re backing is enough to get you this worked up... well...

What’s actually embarrassing is a random guy getting all worked up because some people are positive about a stock he’s not even invested in. And let’s get real—how could I have been “spouting the same baloney” before when the German pipeline was only announced last week, the budget news hit yesterday, and directors just bought shares today?

But hey, if watching others talk about investments they believe in gets you this riled up, I’ll be here next week to see if your sub-40 prediction pans out. Meanwhile, enjoy the role of self-appointed “expert bloke.”

Aqua, my predictions are rooted in a comprehensive analysis beyond just observing share price fluctuations—though we've seen the sp drop three times this year only to bounce back. My insights take into account a variety of factors, including the UK’s 10 GW target, Germany's ambitious energy goals, and the recent agreements with Hygen and Shell for a 100 MW project. Additionally, RWE just announced a new 100+ MW plant this week, and we are anticipating a crucial 500 MW final investment decision.

There’s also the significant 18 billion euro pipeline in Germany and the 200 million in reserves. Moreover, we have the UK government committing 2 billion this year, which is substantial. While you seem to dismiss these developments and come off as a skeptic, it’s important to recognise the bigger picture. Instead of undermining those of us who are optimistic about these prospects, it might be more productive to engage in constructive dialogue rather than seeking attention through criticism. Embarrassing behaviour.

I see what you're saying. It’s pretty rich to see someone whining about being called a “shorter” when they were the ones throwing around labels like “ramper.” If you can’t handle the heat of a little pushback, maybe you shouldn’t be throwing shade in the first place.

And let’s be real: just because you’re critical doesn’t make you a prophet. The tech isn't “years away” as some like to claim; ITM is already making significant progress in a rapidly evolving industry. Those dismissing it as all hype clearly don’t get what’s happening behind the scenes.

It’s time to have a real conversation instead of just crying foul whenever someone challenges your viewpoint. This isn’t just about blind optimism; it’s about understanding the potential and the obstacles. So if you’re going to engage, bring some solid points instead of making account to be a twat.

Thats around 3000% on todays share price. Worth the wait.

Looking 3-4 years out, if ITM captures even a modest share of Germany's 10GW and the UK's growing hydrogen targets, it could be generating substantial revenue. Let’s say they achieve 2GW per year across projects, which at an estimated £500,000 per MW could bring in around £1 billion annually. With a 20% profit margin, that’s £200 million in profit.

So, with a starting profit of £200 million growing at 20% per year, the projected share price could be around £12.75 in five years, assuming the company maintains a P/E ratio of 20.

Totally get the frustration—it’s ironic, right? Those of us following ITM closely have been banking on this potential for years, but only now are we seeing insiders like the CEO put serious skin in the game. To be fair, without solid government backing, it was a waiting game for many, and it’s only with this £2 billion+ funding that the risk calculus has changed. They might’ve been cautious to avoid over-promising in an uncertain market.

A few years back, news like this could’ve launched the SP into the stratosphere; the sector's still shaking off some hype fatigue. But if things keep scaling, with the tech solidifying and demand rising, we could finally see the payoff. Give it three to four years, and the groundwork being laid now might look like the start of something big.

It’s happening, guys. ITM is stepping up as the large-scale electrolyser manufacturer in the UK, possibly the only one of this scale. With yesterday’s announcements, a 500MW final investment decision is looking more likely than ever. Exciting times ahead for shareholders, finally.