Member Info for JeffMills

Despite the current low share price, history shows rebounds after hitting 58-60p. with past recoveries reaching 105-125p. Anticipating a positive RNS at the end of the 12-month plan, delays attributed to inflation might resolve, as mentioned by Dennis. Noteworthy is the strategic move of building a factory in Germany and hiring in Houston. Patience is key, especially observing rebounds like Bloom's 50% gain in a few weeks across the pond. The bottom seems near, and a rebound back to triple digits also coming imo, so stay informed and make prudent decisions.

Doubts about ITM's resilience to Brexit amuse me, and how it could impact our deals with the EU. Overlooking our partnership with Linde, a global energy sector leader, is a significant oversight.

The primary shift involved focusing on select products while divesting from Motive. Remarkably, substantial liquidity was maintained. In a sector-wide downturn, questioning Dennis's strategy seems naive. Anticipate imminent major contracts, evidenced by recent US hub announcements. Bloom Energy's 50% surge in the last 3 weeks signals the impending turnaround. Unfortunately, Plug Power's ambitious pursuit of leadership incurred significant current costs, contributing to our downturn on their sp, and hit ours too.

Dennis strategically timed the 12-month plan amidst peak inflation upon assuming leadership. This foresight allowed for a delayed order process, facilitating the execution of a successful turnaround plan. Within this period, accomplishments included expanding the Sheffield factory, securing 200 MW orders from Linde, and establishing a new factory in Germany...

Let's cut the comedy comparing apples to oranges. These companies are like comparing a Tesla to a vintage typewriter - both cool, but in entirely different leagues. While they all have their merits, I'd bet my morning coffee that ITM is the one with the red carpet potential. As for AFC claiming the lead just because they had a good trading week, well, I've had good hair days that lasted longer. Cheers to seeing how this wild ride unfolds!

Those deeply entrenched in the sector recognize ITM's potential to emerge as a global leader in PEM electrolysers. Patience is undoubtedly paramount, a lesson perhaps learned from the trajectory of Plug Power. Notably, the Chancellor's choice to announce funding through ITM sparks curiosity. One can't help but wonder why he didn't opt for the modest AFC hut or the seemingly elusive CWR manufacturing center.

What's the latest with the CWR horse? Are they still in pursuit of that elusive China deal, which seems to have more delays than Ryanair flights to Benidorm? And about AFC, comparing them to ITM seems like juxtaposing a manufacturer of two 100 MW electrolysers, valued at hundreds of millions, with AFC, who just inked a deal to potentially generate up to 4 million in annual revenue. Quite the contrast, wouldn't you say?

This forum is not the ITM fan club. I am confident that a considerable number of us have financial stakes in all three entities, my friend.

You are the joker. We are on the cusp on something big with the tunnel of news beginning to filter in. AFC has a market cap of 100m so their sp would have to go up 300% to even match ITM.

Linde confirmed earlier this year a $1.8 billion investment in a new blue hydrogen plant in Houston, Texas. The company stated that this initiative is designed to facilitate a transition from blue to green ammonia production in the future, aligning with the growing availability of green hydrogen at a larger scale. The decision to move towards green alternatives has been influenced by accelerated incentives in the US. This strategic shift may account for the recent job offer in Houston..

So we are looking for employees in Houston, a month after they were selected and given 1.2 billion as one of the hubs to create green hydrogen. I quote, Houston will be the 'epicentre' of green hydrogen production in the USA. When are we getting the rns of a substantial us contract??? exciting

Blackberry.. not burbery

Based on historical data spanning the last 40-50 years and recent government announcements, it is evident that companies strategically choose to disclose significant news coinciding with preceding government funding initiatives. Noteworthy examples include Spain's 2010 announcement of 1 billion euros into the H. STAHLSCHMIDT steel factory, resulting in a 25% funding allocation. Similarly, the United States allocated 10% of a 5 billion-dollar fund for technology in the Burberry factory in 2012. Italy, in a parallel manner, directed 25% of an 800 million-euro fund into marine initiatives at the Rina factory. This pattern is consistent across various sectors and nations, exemplifying a recurrent trend in funding distribution. This concludes today's research findings. ITM is going to get a big piece.

The government practically confirmed a substantial investment in ITM by announcing it in our factory, calling us the best globally. It's almost certain.

The government is likely putting a hefty sum into ITM, possibly around £500 million. This could help us hit our targets, like setting up a 5GW UK factory. The £300 million in the bank? Looks like Dennis is gearing up for a major comeback. Exciting times ahead for ITM!

The decision not to pursue a share buyback reflects a strategic focus on sustained growth rather than short-term gains. The capital raised is earmarked for expansion, and the delay in spending this was great as it meant avoiding unnecessary investments during a period of market inflation. The calls for a buyback are ridiculous.

So in other words, don't compare the two.

Under Dennis's guidance, ITM Power strategically focuses on electrolysers, ensuring a streamlined product range to mitigate cash flow risks effectively.

Conversely, Plug Power's diverse portfolio, spanning fuel cells, electrolysers, generators, and forklifts, presents a more intricate landscape, potentially exposing them to a higher degree of market volatility.

The low tweet count post-program may suggest that people aren't shocked by after-hours work expectations. I'm counting well below 30.

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