Member Info for JeremyF1965

I see 3 ways of investing in the stock market.

1 - Long term. The way Warren Buffet does it. Research heavily the company, the market and the management team. Buy into the business and be prepared to not look at your shares for 5 years. If you are a LTH here then that is your strategy. Personally I think ITM is a good bet for many reasons. I have owned this stock since 2013 and intend to hold until I get a dividend :)

2 - Medium term. Look at all the stocks in your portfolio, and figure out which are the most likely to double in the next 12 months. I would pick ITM for this type of portfolio as well , (last year it was Siemens Energy) I really believe ITM can double in 12 months.

3 - short term. Look at the doji stars, crossing points and 3 black crows, and try to short term trade. ITM is not a good stock for this, as any day there could be news that completely changes the fundamentals. In particular, don't get your trading advice by reading the scales of a half-dead tuna.

Https://app2.msci.com/eqb/gimi/smallcap/MSCI_May26_SCPublicList.pdf

ITM is being added. I can only find one fund tracking this index though,

https://www.ishares.com/uk/individual/en/products/253474/ishares-msci-uk-small-cap-ucits-etf?switchLocale=y&siteEntryPassthrough=true

with £92M invested.

I am not sure how much being added to this index will help ITM share price, although it can not do any harm. Interesting that Ceres is also being added.

The best way to get the share price to rise is to place a limit buy 1 pence below the current price. :)

From April the IHT relief is down from 100% to 50% on AIM shares, so a IHT rate of 20%.

In the guardian today.

https://www.theguardian.com/environment/2026/apr/14/uk-households-power-renewables-soar?CMP=oth_b-aplnews_d-5

We will be asked to use more electricity to balance the grid. Surely making hydrogen is a great use of that spare power.

Plug's special shareholder meeting.

Proposal 2 — FOR the approval of an amendment to the Company’s charter to increase the number of authorized shares of the Company’s common stock from 1,500,000,000 to 3,000,000,000 shares.

The web site doesn't say which way the vote went, but it would certainly be a huge dilution. If they could sell the new shares at today's price of $1.82 they would get $2.7B, but that is a big IF.

Shorts.

If you are short a stock but long in the same stock you usually have to declare the net position.

But if they are gambling that say 'plug' is going to go up more than ITM in the same industry, you short one and go long in the other. If the industry as a whole goes up or down it doesn't affect you - the bet is on the relative strength of the 2 companies in play. Personally I would NOT bet against ITM. .

The other thing about EPS is that is is a measure of profit. A fast growing company should not generate profit, as all revenue will be re-invested in R+D and production facilities for growth. You only want to show profit when you are starting to pay dividends - when you don't want the cash to re-invest.

Our reward will come from increase in share price rather than dividends for the forseeable future.

I have been reading that Plug is de-emphasising it's hydrogen production (PEM) business. Even google agrees.

Plug Power's new focus is on

material handling, electrolyzers, and hydrogen supply, prioritizing these areas where it holds a competitive advantage. This strategic shift includes moving away from large-scale hydrogen fuel production facilities to a model of selling electrolyzers and technology licensing, similar to Nvidia's role in the AI industry. Recent actions also involve focusing on high-growth markets like data centers for stationary power and monetizing assets, such as electricity rights, to improve financial discipline and support its core business.

I wonder if that means they will disconnect from business they have already won in Europe, leaving the way open for ITM to pick up the contracts. ?

( alpha is 1 euro per watt,) I would like to see them make a home unit of 4Kw. That would run a domestic stove , refill a hydrogen car and use roof-top solar for electricity.

I bought another 1000 shares earlier today , and I have made £20 already. :)

I bought a few more today.

Just under £10 a share would value the company at £6B. What are the other companies that are worth that value, and what are their sales, profit margins and prospects. To me it seems possible but not until the second factory is working to get the revenue. (Unless they change business model and license the technology as well as selling product)

I hope there is no takeover, as I intend to live on the dividends when I am old.

This looks like manipulation so the shorters can cover. I guess there are momentum traders who are panicking and getting out at a loss.

Personally I bought a few more today.

I bought ITM Power shares in 2013 as it was one of the 'advise to buy' stocks in the Motley Fool. They may be interested in a follow-up if anyone has contacts there.

On the subject of shorts, I intend to live from the dividends from IT

I don't think Linde and JCB will be interested in anyone else buying ITM - they see it as a strategic partner and would not risk it ending up in the hands of a competitor.