Member Info for L0ngJ0hn

Any of these up 100% on the year still after this?

ITM and ceres obviously

You’d think everyone has forgotten or ignoring the fact that ITM is up 100% so far this year right now

From BBC

"Renewables and nuclear will help greater energy security, King says

Next up is energy security.

The King says ministers believe it is linked to national security and requires “long-term investment and reform”.

Increasing clean energy production will help ensure that “enemies” cannot “attack” the UK’s economic security, he says.

Clean energy will be scaled up through an Energy Independence Bill, and separate legislation will encourage a “new era of British nuclear energy generation”, he adds."

Wookie,

My view of the SP hovering at the 60p level in the current environment is that it shows strength. No need to make a list of possible concerns.

I don’t believe we have any FIDS outstanding? A few on the horizon but nothing I can find that has been given a FID date of early 2026. So no concerns here. The story remains the same.

From what I have read lately there are almost daily news stories coming out in the hydrogen news arena bolstering the European hydrogen commitment, very reassuring.

It would be nice to see some progress with Chronos and Hydropulse, but again, it’s early days, no need to flag any concerns.

I think all long term investors here can agree that the ITM business model is a slow ride, with incredible growth on the horizon should the large reserved projects get signed off, there is no news to currently to suggest they won’t.

No point in concerning ourselves with short term stagnation of the SP. In my eyes the SP continues to create a very solid floor.

People realising that when the 710mw FID lands this ship is taking off?

With regards to the Octopus contract in Dec, I am under the impression that there was an actual FID taken for this contract. I think the confusion comes because the RNS on the 18 Dec did not use the actual term 'FID', but rather termed it 'the signing of a contract'.

I believe that if ITM made it clear that it was an actual FID in the RNS, then shareholders and potential shareholders alike would have celebrated this news a little more than was given at the time. Especially given that FIDs are the most important step in any contracts.

Perhaps Justin could clear this up and inform us that an actual FID was taken with Octopus?

On December 4, 2025, Berenberg Bank reiterated its "Buy" recommendation for ITM Power (ITM) and reissued a GBX 100 price target.

Whilst Qube and Goldman are doing there shorting thing.

But hey, anyone looking to invest further, like me, or start a long term investment in ITM then any drop is a buying op...

Oh yeah and where is Berenburg located? Germany, ITM's largest market, my view is that ITM will do very well even without any UK action.

Qube are historically all over the place with their short. Seems likely short term trading, even algo. Doesn’t mean a thing long term. SP price drops? Better entry points for the long term… all good either way

Say you’re shorting the company without saying you’re shorting the company

Just trying to pinpoint when he’ll be gone … £1 sounds about right either way then whether he’s short or long

@spicy

At what SP would you consider selling, and when do you expect the SP will reach that level?

Shorter Spicy twisting terminology again in his last message. The "call off" he is refereeing to is actually a step forward in the contract for the 500MW reservation for ITM!... onward and upward for ITM. Do your own research!

"In contract terms, "call off" refers to the process of creating a specific contract (also known as a call-off contract) based on an existing framework agreement. Think of a framework agreement as a pre-approved list of suppliers, and a call-off contract as the specific agreement between a buyer and a supplier from that list for a particular project or purchase. "

The fish is mental. Trying to claim like he's the messiah of ITM SP forecasts when all he does is claim he was right when the SP drops and disappears when it rises. This is a standard retracement from a SP spike that went north too quickly, not a SP drop for any of the fish's reasonings. Nothing has changed since the recent rise, ITM looks to me to be in a good position for future growth from here and I imagine will settle soon before the next inevitable step upwards when hopefully he will disappear for ever coinciding with a sharp rise when the shorts close

I have a trading 212 account and with them you can disable share lending, which I have of course