Member Info for Licancabur

I have only just recouped my original investment, based on the current share price. That's how bad my timing was.

Ceres Power moved to the main market some time ago and it will be interesting to see if ITM Power follows suit. What are the pros and cons I wonder?

Similar sp performance to CWR would be good.

Andy Burnham has certainly put the skids under this share with his renationalisation threats. Whether such a course is practical or not, given the enormous costs involved, a shadow will inevitably fall over all utility shares until the Labour leadership is resolved. After previous threats by Corbyn's lot, it's depressing to see this particular scenario played out yet again.

The market seems to have taken a glass-half-empty approach to this share lately. Considering the size of the company, the SP is surprising volatile. You wonder what might actually cheer investors up.

It's been a volatile SP for as long as I remember but I have no idea why.

I imagine Goldman Sachs's analyst must be feeling a bit silly now.

Yamas! Bilbo

Breakofdawn by my calculation 200 x $50m = $10 billion, which is a sizeable sum for a company of this scale.

Apposite not opposite !

I think we can safely say that Warren Buffet would never invest in a company like ITM but his advice that you should buy shares only if you want to own the business is as opposite as ever.

His advice was also never to buy a share you wouldn't want to keep for 10 years. Well ITM certainly qualified on that score. I am hoping that my patience may eventually pay off.

I hope you're right Bilbo. We have waited long enough for this .moment.

Uncooked I think the management were caught out by the slump in consumer demand post-Covid, which resulted in the alcohol market becoming much more price-sensituve. Their previous drive towards premium products became unsustainable and they were too slow to compete on price, especially in the non-premium sector. Hopefully the new management will adopt a more realistic approach by prioritising market share rather than pushing high-priced products that people can't afford.

Romingronaldo I wouldn't blame you for bailing out given the poor share price performance over the last few years. The problem for ITM is rhat the bright future is always a few years away and I see no clear end to that scenario. The company may well become a big playes in the energy industry but progress seems to be painfully slow and yesterday's interim report does not provide any great incentive to buy the shares. Personally I plan to continue to hold but I may well be dead by the time the shares take off. I hope I am wrong about that.

Not a particularly exciting

As a customer of Vodafone as well as a shareholder, it has not escaped my notice that my line rental seems to have become appreciably more expensive over the last year or so. I can only conclude that this must signify greater profit margins, in the UK market at least. Having held the shares for over 15 years, it's probably worth hanging on for a while.

I have long wondered whether the asset-light approach adopted by IHG would benefit Whitbread. IHG sold all their hotels but retained the management contracts, giving them control over quality control and direct contact with customers. It allowed them to return huge amounts of capital to shareholders while increasing profitability.

No great surprise there. Goldman Sachs have never liked ITM.

Https://www.bbc.co.uk/news/articles/cze60epnde0o