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Before COVID, Shein could only dream of the kind of margins Boohoo had achieved. With their revenue and growth potential, I believe Boohoo is well-positioned to weather the storm. Good luck all.

I feel like this chat room rarely speaks facts, and there’s really no argument against Boohoo when you look at their impressive sales numbers. With the right strategies in place, achieving £100 million in profit isn’t as far away as it may seem. The company has solid revenue, and once they turn around their margins, it could lead to significant growth in share price. It’s time to focus on the potential and the positive steps they’re taking to get there.

I’m investing in Boohoo because I believe the current share price of 29p is understandable given their 0% profit margin. However, as we all know, Boohoo has ambitious aims for the future, and once market makers see signs of profitability—specifically a 10% profit margin—I expect the share price to respond positively.

Boohoo could return to this margin by focusing on several key strategies: streamlining their supply chain to cut costs, enhancing operational efficiencies, and expanding their product offerings to include more in-demand and sustainable items. They’re also ramping up targeted marketing campaigns aimed at younger consumers to drive engagement and sales. If they successfully execute these plans, I believe they could achieve that 10% profit margin within the next 12 to 18 months.

The potential upside from this turnaround is substantial. If Boohoo can reach that profitability, the share price could rise significantly, potentially up to around 248p. Given the strategies they’re implementing and the market’s tendency to reward profitability, I think it’s worth the wait for investors who believe in Boohoo’s potential for growth.

Hey guys, not invested here, but the split idea has caught my attention after reviewing Boohoo's recent results. It’s clear that the company could see significant value if its divisions were sold separately. For instance, the Debenhams division has been repositioned as a fast-growing online department store, boasting around 5 million active customers and featuring over 10,000 brands. Given its profitability and capital-light model, I estimate that Debenhams could be valued between £200-£300 million.

Similarly, the Young Fashion Brands segment, which includes PrettyLittleThing, boohoo, and boohooMAN, serves more than 14 million customers and generated over £1 billion GMV. This strong brand recognition and growth potential could lead to a valuation in the range of £250-£400 million. Additionally, the transformation of Karen Millen into a digital-first premium brand suggests that it could be valued around £100-£150 million based on its focus on international expansion and marketplace strategies.

If we combine these estimates, Boohoo's total valuation could range from £550 million to £850 million. With the current share price sitting at 29p, this suggests that if the company were valued at the higher end of £850 million, the share price could potentially increase to around 54p, assuming the number of shares remains constant. However, it’s important to note that 54p may not fully reflect the company’s growth potential.

Now, if Boohoo manages to return to profitability with a 10% profit margin, we could see significant changes in its valuation. Assuming the company generates around £1.24 billion in revenue, a 10% margin would yield a net profit of about £124 million. With an estimated earnings per share (EPS) of 12.4p, applying a P/E ratio of 15-20 could suggest a potential share price ranging from 186p to 248p. This indicates substantial upside potential if Boohoo successfully executes its plans.

For shareholders, a breakup could provide a clearer picture of each brand's strengths and attract interest from investors or buyers willing to pay a premium. However, the recent decline in the share price reflects some concerns. The announcement of the CEO's departure typically creates uncertainty about future leadership and direction. Additionally, the reported decline in GMV and revenue raises questions about Boohoo's operational challenges in a tough retail environment.

Nonetheless, if the board can successfully execute its plans to maximize shareholder value, there’s a strong chance that market perception will improve, potentially leading to a rebound in share price. It would be interesting to know when Boohoo expects to return to that 10% margin, as that could be a key driver for future growth and share price appreciation. In conclusion, while Boohoo faces some immediate hurdles, the long-term outlook could be bright if the company capitalizes on its strategic opportunities to unlock significant shareholder value and dr

People saying “any minute now” clearly have no idea what they’re talking about. It wasn’t “any minute now” three years ago, and it certainly wasn’t 20 years ago, when government investment in green hydrogen was virtually nonexistent—most countries were focused on fossil fuels.

Fast forward to five years ago, and the global investment in green hydrogen was just starting to pick up, with estimates around $1 billion annually. Now, governments are pouring billions into hydrogen initiatives—over €10 billion in Germany alone! Looking ahead, plans are in place for hundreds of billions in investments globally over the next five years.

So, if you think we’re just waiting for a miracle, you’ve got it all wrong. The momentum is real, and it’s happening now.

And Michael.. Calling ITM a gamble reveals a serious misunderstanding of the energy landscape. This isn’t just luck; it’s a strategic investment in green hydrogen, an industry poised for explosive growth. Have you seen the partnerships and government backing supporting this technology?

If you’re only looking for quick wins, you’re missing the bigger picture. ITM is leading in a sector that’s set to redefine energy, and those who recognise that potential stand to gain significantly. So, if you want to call it a gamble, at least do your homework first. This isn’t just about today—it’s about the future.

18-20 years? Really? Did you invest in hydrogen companies 20 years ago, Licancabur? Were you throwing cash into ITM back in 2004 when they were building fuel cell systems for homes and nobody cared about green hydrogen? No, because back then the market wasn’t even remotely there. Green hydrogen wasn’t on any government’s radar, much less considered a pillar for decarbonisation strategies. Back then, it was barely a science project.

Fast forward 10 years ago, and ITM was developing cutting-edge electrolysis systems while the world was still hooked on fossil fuels. Governments weren’t even thinking about hydrogen, let alone funding it. Now? The UK, EU, and U.S. are pumping billions into green hydrogen as a cornerstone of their energy policies. ITM was ahead of the curve, and that’s why they’re in a strong position today—if you have the patience to see it through, which clearly you don’t.

So before you throw out “try 18-20 years” like you’ve got some wisdom, ask yourself: Were you in the trenches with companies like ITM when hydrogen wasn’t even a buzzword? Probably not. But now, when the tide is finally turning, suddenly everyone’s a critic.

At these levels, a positive 500 MW FID deal could easily push ITM Power's share price up by 50% in a single day. The drop seems bizarre, but this is the third time this year we've hit the low 40s. After securing 100 MW with Shell following months of waiting, I’m confident we’ll land this deal, likely followed by positive news from the UK government.

You know, when you look at the £27 billion announced by Rachel Reeves today is truly a landmark commitment that stands apart from past initiatives. While there have been significant investments in green initiatives—like the Green Deal launched in 2013 with around £3 billion aimed at promoting energy efficiency, and the Clean Growth Strategy of 2017 which allocated about £2.5 billion for low-carbon technology—none have approached the scale of this announcement. Even the Net Zero Strategy in 2021 and the Energy Security Strategy in 2022, although important, did not specify funding amounts on this level. This substantial investment clearly signifies a bold and unprecedented commitment to transforming the UK’s green energy landscape, making it an exciting prospect for our future.

I understand your skepticism, especially coming from a former Tory perspective. However, it's important to note that the Conservatives granted around £14 billion in tax breaks to the fossil fuel sector from 2015 to 2021 and committed only about £9 billion to green energy during their time in office. They never made announcements on the scale of Labour's recent commitments, like the £27 billion for green technologies and £24 billion for carbon capture.

In contrast, Labour has proposed a windfall tax on oil and gas companies, aiming to redirect funds toward renewable energy initiatives and support households facing rising energy costs. It’s clear why you voted Labour—there's a real focus on green energy now that just wasn't there before. Given the Tories' track record, it makes sense to be hopeful but cautious about Labour’s plans.

I’ve just sent Dennis a message on LinkedIn. I’ll keep you updated if he responds.

Hi Dennis,

I wanted to reach out regarding today’s announcement about the £27 billion allocation. Are you happy with that development? Should we expect some positive RNS updates soon?

While I understand you can't share details on the 500 MW FID, could you provide an update on when we might learn the financials for the 100 MW project with Shell? Solid dates would be appreciated as we’re eager to see the share price move off these low levels.

Thank you!

As we approach the Budget on October 30, Chancellor Rachel Reeves is emphasising the need for fiscal stability to attract private investment, particularly in green hydrogen. With the National Wealth Fund (NWF) set to provide £27.8 billion, we can anticipate significant measures aimed at boosting this sector.

The Budget may include tax incentives and grants specifically for companies like ITM Power, reducing their upfront costs and encouraging expansion in hydrogen production. Additionally, the government could establish public-private partnerships to facilitate collaboration, allowing ITM Power to scale its operations through direct funding for innovative projects aligned with the UK's net-zero goals.

Expect plans to streamline regulatory processes, enabling quicker deployment of hydrogen infrastructure, which would benefit ITM Power by enhancing its market reach. There may also be increased funding for research and development in hydrogen technologies, positioning ITM Power to leverage these opportunities for innovation.

Overall, the Budget is likely to signal a strong government commitment to fostering a robust green hydrogen sector, boosting investor confidence and paving the way for companies like ITM Power to thrive in the UK's transition to a sustainable energy future. SP wont be down here for long.

Finally we are beginning to get the news we've been looking for regarding green hydrogen in the UK! Chancellor Rachel Reeves just announced the National Wealth Fund (NWF), which will have £27.8 billion to push private investment into industries like green hydrogen, carbon capture, and gigafactories. This is part of a wider government strategy to make the UK a leader in clean energy and hit our net-zero targets, including that 5gw we've discussing below.

John Flint, the CEO of the NWF, highlighted how it’s designed to attract tens of billions in private capital. With a broader mandate beyond just infrastructure, and legislation coming to make it permanent, this could mean serious long-term investment in green hydrogen.

For companies like ITM Power, this is huge imo. It could lead to more funding coming their way, potentially accelerating their projects and that 500mw Fid. The government’s plan to get new investments flowing by 2025 might mean they start seeing some of that money fairly soon.

For ITM Power to achieve profitability with a turnover of £100-150 million, the key lies in improving their gross margins and managing operating costs. Right now, ITM is scaling up production, and as they reach larger volumes, they can expect their gross margins to improve. In the renewable energy sector, a target gross margin of 25-30% is realistic once economies of scale are achieved. This would translate to gross profits of £25-45 million on that turnover.

Hi Alpha.I agree that while ITM Power is making significant progress, and sustained share price growth may hinge on firm financials and Final Investment Decisions (FIDs). However, ITM’s potential profitability isn’t so much a question of “if” but “when.” To break it down:

ITM Power has been scaling up, and recent reports indicate that the company needs to secure £100-150 million in annual turnover to achieve profitability. Ultimately, once ITM demonstrates consistent turnover from these larger contracts and solidifies their position in the rapidly expanding green hydrogen market, profits will follow. Given their trajectory and focus on efficiency, profitability could realistically happen around 2026, assuming they continue to hit production targets and secure deals.

Realistically, the UK will need to deploy around 5GW of electrolyser capacity within the next five years to meet its green hydrogen targets. Given ITM Power's leading position in the electrolyser market, it is well-positioned to secure a significant portion of this demand. With their advanced technology and recent contracts, ITM stands to benefit immensely from the government's push towards green hydrogen​

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As for competitors, there are a few UK-based companies in the hydrogen sector, including Ceres Power and Element 2, but ITM Power is currently the most prominent player focused on large-scale electrolysis. The government’s emphasis on fostering a domestic hydrogen industry aligns with its goal to create jobs and stimulate economic growth within the UK. By prioritising UK-based companies like ITM for contracts and funding, the government aims to bolster local manufacturing capabilities and job creation in the clean energy sector​.

Hello all,

With the UK budget coming up, green hydrogen is almost certain to be a focal point, especially given the government’s target of producing 10GW of low-carbon hydrogen by 2030, with at least half coming from green hydrogen. This makes it likely that the budget will include funding for hydrogen infrastructure, R&D, or additional subsidies for renewable energy.

For companies like ITM Power, which specialises in electrolyser technology, this could be significant. The government's net-zero strategy requires a massive increase in hydrogen production capacity, and ITM is well-positioned to benefit from any policy moves supporting this.

I think the budget could introduce further tax incentives or grants for hydrogen projects, and potentially more funding for industries that rely on hydrogen, like steel and chemicals, which could drive demand for ITM's tech. If the government is serious about hitting its 2030 hydrogen goals, we’re likely to see significant investment, which would be a major catalyst for ITM's growth.

It’s definitely worth keeping an eye on how this plays out. The right policies could give ITM and other green hydrogen players a substantial boost. Anyone else following this? What are your thoughts on ITM’s potential in light of the budget?

Plug Power's stock rose by 7.6% on Friday after Norway's central bank boosted its stake to 88 million shares, reflecting nearly 8% of total shares outstanding. This move parallels Norway’s investment in Tesla in early 2020, when the bank increased its holdings significantly. By the end of 2019, Norway's sovereign wealth fund held 0.48% of Tesla’s shares, which it raised further before Tesla’s stock skyrocketed over 800% that year.

Poland's €1.3 billion green hydrogen plant is likely to use large-scale PEM electrolysers, such as those from ITM Power, with a total capacity ranging between 170 MW and 750 MW, depending on the specific cost and technology choices.

The estimated capacity range of 170 MW to 750 MW is based on the assumption that around 20-40% of the £1.1 billion investment (equivalent to €1.3 billion) will go toward electrolysers, with typical costs for PEM electrolysers ranging from £600 to £1,300 per kilowatt (kW). By dividing the allocated amount by these costs, we arrive at this estimated capacity range.

Dennis Schulz stated that it’s only a matter of time before other countries follow Germany's lead in adopting green hydrogen technologies.

Hey everyone, I've been diving into some research, and it looks like the companies waiting for the Final Investment Decision (FID) on the 500MW project could be significantly influenced by a couple of key auction dates coming up.

First off, there's the EU renewable hydrogen auction on December 3, 2024, which has €1.2 billion in funding available. This could be crucial for securing financial backing for hydrogen projects, potentially accelerating timelines if successful bids are made.

Additionally, the UK Hydrogen Contracts for Difference (CfD) auction, also set for December 2024, represents another vital opportunity for financial support. The results of this auction could provide stability for UK projects and help shape the decision-making process for companies involved in large-scale hydrogen initiatives.