Member Info for LuckyLaurie

Short Squeeze 🏃‍♀️‍➡️🏃‍♀️‍➡️🏃‍♀️‍➡️ 🤸🏽🤸🤸🏿

This has £5 written all over it 💧

Neptune V is a Global game changer .

ITM - £4.00 Placing

15 October 2021

ITM Power PLC

("ITM Power" or the "Group" or the "Company")

ITM Power raises £250m

Manufacturing expanded to 5GW per annum

Hydrogen Refuelling Stations are being planned and being developed across the UK, with the goal of a nationwide network by 2027. While there are currently a limited number of stations, particularly for public use, infrastructure is expanding. The government and private companies are investing in building these stations, aiming to support the growth of hydrogen-powered vehicles and heavy transport.

* Element 2 plans to build a UK-wide network of hydrogen refuelling stations, aiming to have them across the country by 2027. 


* Aegis Energy is planning to build 30 new hydrogen refuelling stations, with the first opening in early 2026. 

While large HGV fleet operators in the UK are leading the way with hydrogen adoption, smaller operators often face barriers such as high upfront costs, limited refuelling infrastructure, and uncertainty around long-term ROI. To support their transition, targeted incentives, clearer policy roadmaps, and shared access to infrastructure (e.g. hydrogen hubs) could make a real difference. Collaboration between government, OEMs, and logistics associations is key.

This is where HySpeed comes into force!

Project HySpeed, a £6.5bn green hydrogen initiative backed by leading UK companies, has been assembled in direct response to UK Government's request for support, and is set to deliver 1GW of clean hydrogen capacity by 2030, cut CO₂ emissions by 1 million tonnes annually, bolster our energy security and create over 24,000 jobs here in the UK.

Ignore Spicy, he’s an absolute Clown 🤡 his behaviour is beyond disgraceful and disgusting, I hope he’s got plenty of money to repay people who he conned out of selling their shares with his constant scaremongering and low predictions, complete 🔔 End.

Now just foxtrot Oscar spicy you idiot ……

Don’t forget there are - 23,000,000 (23 Million) reasons to hang on 😬🤭

𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐢𝐦𝐞𝐬: 𝐈𝐓𝐌 𝐭𝐡𝐞 𝐟𝐚𝐬𝐭𝐞𝐬𝐭 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐊 - 𝐚𝐧𝐝 𝐓𝐨𝐩 10 𝐢𝐧 𝐄𝐮𝐫𝐨𝐩𝐞

ITM Power going from strength to strength as a Globally Significant PEM Manufacturer with Globally Significant Projects and with Multi -Gigawatt Manufacturing Capacity, the largest globally and ready for HAR1 , HAR2 and HySpeed Multi Billion Investment in UK 🇬🇧 Green Hydrogen!

Think Green Hydrogen - Think ITM Power

ITM have announced being net cash generative in the second half of FY25 and having more cash, about £205,000,000.00 + on balance sheet than previously guided. (£205 Millions)!

Net cash generative refers to a business or entity that generates more cash than it spends over a period, resulting in a positive net cash flow. This means the company's cash inflows (money coming in) exceed its cash outflows (money going out), indicating a healthy financial position and ability to meet its obligations and potentially invest in growth

When a business generates more cash than it spends, the net cash flow is positive. This is a favorable sign, indicating financial health and the ability to fund operations and investments

———————

ITM - £4.00 Placing - It was worth £4.00 then it’s worth A Lot more now!

15 October 2021

ITM Power PLC

("ITM Power" or the "Group" or the "Company")

ITM Power raises £250m

Manufacturing expanded to 5GW per annum by 2024

Results of Capital Raise and Notice of General Meeting

On 14 October 2021, ITM Power plc (AIM: ITM), the energy storage and clean fuel company, announced the launch of a placing (the "Placing") by way of an accelerated bookbuild (the "Launch Announcement") by Investec Bank plc ("Investec") and Merrill Lynch International ("BofA Securities"). The Placing has now closed.

The Company is pleased to announce that the Placing was oversubscribed, and that it has conditionally placed 57,495,000 Placing Shares with institutional investors and certain directors at a price of 400 pence per New Share (the "Issue Price"). In conjunction with the Placing, Linde and a member of the senior management have subscribed for 5,005,000 new ordinary shares (the "Subscription Shares", and together with the Placing Shares, the "New Shares") in the capital of the Company (the "Subscription" and together with the Placing, the "Capital Raise"). The total gross proceeds of such Director and management participation will be approximately £0.5 million.

HySpeed have £6.5 Billion and ready to invest in Hydrogen Refuelling Stations across the UK 🇬🇧 it will happen

I would definitely buy a FCEV if the infrastructure was in place.

Create a proper Hydrogen Refuelling Network and the demand will follow

There’s a reason why The Financial Times said ITM Power are the Fastest growing manufacturing company in the UK 🇬🇧 and the top 10 in Europe? It’s because they are!

Pure Hydrogen 💧 Supplied by ITM Power’s Neptune V 💧

The first 6 months in the life of a 100 MW green hydrogen electrolysis plant - in less than a minute!

I am proud to show off construction progress on the RefHyne 2 project at Shell's Energy and Chemicals Park Rheinland, in close collaboration with our main partners Linde Engineering and ITM Power.

Thank you to all who contributed to the safe construction so far - and continue to contribute to a low-carbon future for industry in Europe.

https://www.linkedin.com/posts/schulz-dennis_the-first-6-months-in-the-life-of-a-100-mw-activity-7329218613112938496-ySiq?utm_medium=ios_app&rcm=ACoAABuSOFsBTNq-ZYwGm5uL5e9d4LSLrMLQ4tc&utm_source=social_share_send&utm_campaign=share_via

𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐓𝐢𝐦𝐞𝐬: 𝐈𝐓𝐌 𝐭𝐡𝐞 𝐟𝐚𝐬𝐭𝐞𝐬𝐭 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐊 - 𝐚𝐧𝐝 𝐓𝐨𝐩 10 𝐢𝐧 𝐄𝐮𝐫𝐨𝐩𝐞

ITM Power going from strength to strength as a Globally Significant PEM Manufacturer with Globally Significant Projects and with Multi -Gigawatt Manufacturing Capacity, the largest globally and ready for HAR1 , HAR2 and HySpeed Multi Billion Investment in UK 🇬🇧 Green Hydrogen!

Think Green Hydrogen - Think ITM Power

ITM have announced being net cash generative in the second half of FY25 and having more cash, about £205,000,000.00 + on balance sheet than previously guided. (£205 Millions)!

Net cash generative refers to a business or entity that generates more cash than it spends over a period, resulting in a positive net cash flow. This means the company's cash inflows (money coming in) exceed its cash outflows (money going out), indicating a healthy financial position and ability to meet its obligations and potentially invest in growth

When a business generates more cash than it spends, the net cash flow is positive. This is a favorable sign, indicating financial health and the ability to fund operations and investments.

If ITM Power were worth £4.00 / share at the end of 2021 beginning of 2022 they are definitely worth more than £5.00 / share now …..

Exciting Times Ahead !

We are delighted to announce that we have signed an agreement with H2 Hauler PTY LTD, who develop, own and operate hydrogen transport and distribution infrastructure in Australia.

H2 Hauler are developing the HY-CORR project, Australia’s first integrated hydrogen distribution and transport corridor along the east coast of Queensland. As part of the agreement, ITM will support H2 Hauler in their development of hydrogen production projects based on our market-leading NEPTUNE V containerised electrolyser technology. These production sites will form a key part of the HY-CORR project.

Tim Calver, VP Commercial of ITM, said: “This collaboration combines H2 Hauler’s hydrogen infrastructure expertise and local insight with ITM’s proven and leading electrolyser technology. We look forward to working closely with H2 Hauler to advance zero-carbon transport in Queensland and bring NEPTUNE V to the Australian market.“

Tyson Cooney, CEO of H2 Hauler, said: “HY-CORR, along with its strategic partners, is bringing renewed opportunity to the regions by seamlessly connecting industry to sustainable hydrogen, from Brisbane to Cairns and beyond. With ITM’s proven expertise and global track record, this collaboration will accelerate the rollout of sustainable hydrogen infrastructure, enabling cleaner transport solutions and delivering real progress toward Australia’s net zero ambitions. We couldn’t be more excited to announce that we’ll be collaborating with ITM to advance our HY-CORR Project.”

Just one extremely important fact that you left out Jeff.

ITM Power have ~£205,000,000.00 (£205 Millions) in Cash in the Bank and Zero Debt

“I drew comfort from investing alongside one of Britain's few billionaires.”

“Years after it fell from favour, might a tiny renewable energy business, based in Yorkshire, deliver explosive returns once again? ITM Power (ITM) makes machines that take electricity, often generated by wind farms, and pass it through water to create hydrogen.

Because the atoms of this gas are so small, there are big problems with storing and transmitting it. But electrolysis can make economic sense when energy independence is the priority or while wind farms are generating so much power that the alternative is to simply throw it away.

This business remains close to my wallet since the billionaire, Peter Hargreaves, first told me about it and I paid 41p per share in January 2010, before taking profits at 56p the next year. I then invested 2 per cent of my life savings at £1.24 in January 2020, as reported here at the time.

That prompted several cynics to dust off their schoolboy chemistry and argue why ITM couldn't work. Knowing nothing about the science, I drew comfort from investing alongside one of Britain's few billionaires.

Then, surprise, surprise, the share price soared to £5.39 in January 2021, when I took profits again, as also reported here. That was just as well because rising doubts about whether this business could ever make money prompted the price to slump below 30p earlier this year.

Since then, rising sales of ITM electrolysis kits have re-energised enthusiasm and the shares have soared 40 per cent higher since January. Hoping there might be further to go, this eternal optimist bought a few more at 50p on Wednesday.

Encouragingly, they hit 58p on Friday.

Scoff if you like, but beware:

perennial pessimism is an easy way to simulate wisdom about the stock market but it ain't the way to make money.”

BMW, Hyundai, and Toyota – are investing in hydrogen as part of a multi-technology approach to transport decarbonisation, Honda have also decided to invest heavily in Hydrogen Fuel Cell vehicles.

They say battery-electric vehicles remain central to their strategies, but hydrogen is seen as the better fit for higher-utilisation, long-range and heavy-duty vehicles.

That includes trucks, coaches, and large commercial fleets where charging downtime is a problem, payloads are high, or duty cycles are demanding.

It also includes organisations with depot-based refuelling, where early hydrogen hubs make practical sense.

Hydrogen also contributes to energy security and fuel diversity, seasonal grid stress, and volatile energy supply chains.

𝗧𝗵𝗲 𝗧𝗿𝘂𝘁𝗵 About BEVs

The 𝗶𝗻𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝗶𝗲𝘀 𝗶𝗻 𝗯𝗮𝘁𝘁𝗲𝗿𝘆-𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰 𝘃𝗲𝗵𝗶𝗰𝗹𝗲𝘀.

• BEVs suffer from energy losses, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴 𝗴𝗿𝗶𝗱 𝘁𝗿𝗮𝗻𝘀𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗹𝗼𝘀𝘀𝗲𝘀 (𝟴–𝟭𝟬%), 𝗰𝗵𝗮𝗿𝗴𝗶𝗻𝗴 𝗹𝗼𝘀𝘀𝗲𝘀 (𝟭𝟱–𝟮𝟬%), 𝗮𝗻𝗱 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗱𝗶𝘀𝗰𝗵𝗮𝗿𝗴𝗲 𝗶𝗻𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝗶𝗲𝘀 (~𝟱–𝟭𝟬%) - resulting in real-world efficiency

• A 𝟮𝟬𝟬 𝗸𝗪𝗵 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 actually requires 230 kWh to fully charge, wasting 30 kWh due to charging inefficiencies.

• Cold weather can 𝗿𝗲𝗱𝘂𝗰𝗲 𝗕𝗘𝗩 𝗿𝗮𝗻𝗴𝗲 𝗯𝘆 𝟯𝟬–𝟰𝟬% due to heating requirements and lithium-ion battery performance degradation.

Hydrogen fuel cell and Hydrogen Combustion Engines for Heavy Duty Vehicles (Buses, Lorries) operate with far greater range and reliability:

300-400 miles per fill-up vs. 100-200 miles for BEVs.

Refueling in 10-15 minutes vs. 1.5-2 hours for BEV charging.

More uptime, fewer vehicles required, and lower operational cost per mile in high-utilization transit fleets.

Probably helped by Ian Cowie and Interactive Investor commentary, great promotion!

Ian Cowie is a freelance contributor and not a direct employee of interactive investor.

Ian Cowie is a shareholder in Ecofin Global Utilities and Infrastructure (EGL), Exxon Mobil (XOM), Greencoat UK Wind (UKW), ** ITM Power (ITM) ** and Yellow Cake (YCA) as part of a diversified portfolio of investment trusts and other shares.

https://www.ii.co.uk/analysis-commentary/ian-cowie-tale-two-green-trusts-im-keeping-faith-ii534725

Https://drivinghydrogen.com/2025/04/04/brand-new-hyundai-nexo-revealed-with-more-power-more-tech-and-concept-like-looks/