Member Info for LuckyLaurie

£1.52 to buy 📈⬆️💥

Tennents, one must learn to control one’s feelings ……

🤸🤸🏽🤸🤸🏽🕺💃🕺💃🥳🥳🥂🍾🥂💥💥💥💥💥🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀⬆️📈🚀🚀

£1.47 to buy 🚀🚀🚀🚀🚀

This “sodium-ion replaces lithium” narrative gets rolled out every cycle, but it’s completely misunderstood.

Yes, CATL are bringing sodium-ion to scale, no one is disputing that. But look at where it actually fits:

* Lower energy density (~100–160 Wh/kg) vs lithium-ion (~200–300+ Wh/kg)

* Heavier batteries for the same output

* Shorter range

That immediately rules it out for:

* Premium EVs

* Long-range vehicles

* Performance applications

So where does it go?

* Grid storage

* Low-cost city EVs

* Scooters / entry-level vehicles

In other words, cost-driven, lower-end segments

Now the important bit people keep missing…

The battery market is not a “winner takes all” game, it’s expanding rapidly.

* EV demand is rising globally

* Grid storage demand is accelerating

* Multiple chemistries will scale side by side

Even CATL themselves are still:

* Expanding lithium battery production

* Investing heavily in lithium supply chains

That tells you everything.

If sodium-ion was a genuine threat to lithium, they wouldn’t be doubling down on both.

And from a European perspective this matters even more:

* European Union has classified lithium as a critical raw material

* Policy is built around securing lithium supply

* Projects like Cinovec exist because lithium is essential, not optional

Bottom line

Sodium-ion isn’t replacing lithium, it’s filling a gap.

Lithium remains the backbone of EVs and energy storage for decades to come.

If anything, this just highlights how big the overall battery market is becoming.

More demand, not less 📈

Look what this 🔔 End said a while back with his price target, wonder how this fool feels now 😭😭

Michele Della Vigna from Goldman Sachs maintained a Sell rating on ITM Power, with a price target of £0.51.

Goldman Sachs is a global financial services company that offers services like prime brokerage and asset management to hedge funds

You are starting to sound like that 🔔 End Earache 🤦‍♂️

There’s a lot being mixed together there that needs separating out…

“EMH used to own 100% of Geomet”

Yes, and bringing in ČEZ transformed the project from a stranded asset into a funded, state-backed strategic development.

49% of a funded, buildable, EU-backed project is worth far more than 100% of something that never gets built.

“Already being diluted”

There’s a difference between project level partnership and equity dilution.

EMH has ~240m shares in issue, modest for an AIM developer and a long way from the billions seen elsewhere after repeated fundraises.

“Not funded to FID anymore”

The model has evolved.

Instead of equity raises, the pathway is grants, project finance and offtake linked funding, which is far less dilutive.

What actually matters:

EMH retains 49% of a globally significant lithium project

EU strategic status

Backing from ČEZ and government

Clear route to funding and development

This is a project moving through the normal stages to build.

Ownership evolves

Risk reduces

Value increases

That’s how projects get built.

100% of a stranded asset vs 49% of a funded, EU strategic project… that’s not dilution, that’s transformation.

Great post, this is exactly how I see it.

This isn’t a typical junior mining story anymore. The moment Cinovec became a strategic project at EU level, the whole framework changed.

You’ve got:

* EU backing and grant support

* Alignment with ČEZ and the Czech government

* A completed DFS with significant NPV

* EIA submitted and progressing

* Clear pathway to funding and offtake

This is a project advancing through the key milestones required ahead of development.

The Geomet structure is important as well. With alignment required across partners, everything points towards cooperation and value creation.

Step back and look at the bigger picture:

Europe needs domestic lithium

Industry needs secure supply

This is one of the largest, most advanced projects in the region

Looking ahead, EIA approval (May/June timeframe) opens the door to:

* Offtake agreements (potentially multiple parties)

* Additional grant funding support

* Favourable project finance / debt terms

* Strategic partner involvement (OEM / chemical / Korea etc.)

* Possible upfront payments linked to supply agreements

* Increased institutional interest

* Full funding package clarity

That’s when projects rerate, not before.

As those pieces fall into place, it’s not difficult to see valuation moving into the region of:

£1.30 – £2.40 per share

From here it’s simply execution and the market catching up.

Positioning at this stage is where the opportunity sits.

📈⬆️

THE SQUEEZE IS ON 🚀

LON: ITM

143.70p +15.80 (+13.42%)

Momentum is undeniable now.

I’ve checked the recent RNS’s for ITM Power and there’s no convertible bond issuance — that would have to be disclosed as it’s price sensitive and potentially dilutive.

So not possible for that to be driving the shorts 👍

What we’re seeing is simple:

➡️ Price moving fast

➡️ Shorts under pressure

➡️ Positions being managed in real time

And when that happens… buying follows.

And this is where HYDROPULSE comes in…

The market is waking up to the energy demand from AI + data centres.

This isn’t theoretical anymore 🚀 it’s happening now.

➡️ Huge power requirements

➡️ Grid constraints

➡️ Need for scalable, reliable solutions

That’s exactly the space ITM operates in.

📈 The setup:

• Strong momentum

• Structural demand story improving

• Shorts under pressure

Watch out for the short squeeze and margin calls 🫣 inbound 🫢📈🚀

There’s a lot of certainty in that post for something that’s simply not accurate…

Let’s go through it properly:

“10% of EMH’s share of NPV”

That’s just a guess. DFS NPV is already risked via discounting and rerates as projects de-risk.

“No financing”

Normal at this stage. Financing follows EIA and offtake.

“No EIA”

Incorrect, EIA has been submitted and is progressing.

“No offtakers”

Also normal, typically finalised alongside financing.

“No mining permit”

Again, standard sequence, comes after EIA.

What we do have:

EU strategic/critical raw materials status

Backing from ČEZ and Czech government

Completed DFS (~$1.4bn NPV)

EIA submitted

Clear pathway to funding (grants + debt)

Strong EU push for domestic lithium supply

And stepping back:

Korean industrial alignment with EU supply chains

OEM presence in Czech (e.g. Hyundai Motor Company)

This isn’t a “$2bn gamble” , it’s a staged development moving through expected milestones.

Market discounts uncertainty early.

It rerates as that uncertainty is removed.

That’s the opportunity.

📈

And this is where💧HYDROPULSE💧comes in…

The market is only just waking up to the massive energy demand from AI and data centres, reliable, scalable power is now front and centre.

That’s a HUGE tailwind for hydrogen infrastructure and exactly where ITM is positioned.

➡️ Energy security

➡️ Grid balancing

➡️ Scalable clean power

The narrative is shifting fast.

Watch out for the short squeeze and margin calls, inbound 🫢📈🚀

Let’s try and put some numbers around this rather than the usual noise…

The DFS already gives us a solid baseline:

* Pre-tax NPV ~ $1.4–1.5bn

* Based on lithium only

* Conservative long-term pricing

That’s what Zeus Capital used for ~88p fair value.

Now look what’s changed:

EU Strategic Project status

Czech Government + ČEZ backing

EIA submitted

Clear pathway to grants + debt funding

Growing urgency for EU lithium supply

And importantly:

Offtakes (when announced) de-risk revenue + unlock funding

Strategic partners typically come in at a premium to DFS valuations

So where does valuation move?

* Zeus base: ~88p

* Add EIA + funding clarity → rerate

* Add offtake(s) → rerate

* Add strategic interest → premium

Not unreasonable to start thinking:

£1.25 – £1.65 per share

…as these pieces land.

On tin & tungsten…

Not in the DFS = not priced in.

That’s optionality, not risk.

Bottom line:

Current price = uncertainty

Future price = execution

That gap is the opportunity.

📈

I’ve checked the recent RNS’s for ITM Power and can’t see any convertible bond issuance, that would have to be announced as it’s price sensitive and potentially dilutive.

So not possible for that to be driving the shorts 🩳

Either way, moves like today tend to force buying as positions get managed.

Watch out for the short squeeze and margin calls

inbound 🫢📈🚀

Good point in theory, and you’re right that convertible bond arbitrage exists 👍

Funds will sometimes go long a convertible and short the equity to hedge, so not every short is a pure bearish bet.

However… that only really applies where there’s an active convertible bond driving that structure, no evidence of that here!

In the case of ITM Power, there isn’t an obvious large convertible bond in play that would explain the disclosed short positions.

So while it’s a valid strategy in general, it’s not the main driver here.

And importantly, hedged or not , those positions still involve short stock that ultimately needs to be bought back if the move goes against them.

Given the price action we’re going to be seeing today, that’s really the key dynamic 😂📈🚀

Something feels like it’s shifting here…

Tried to add again yesterday and genuinely struggled to get any size, just small fills and not much on offer, I actually gave up in the end. That’s not something I’ve experienced often with this stock.

At the same time, I’ve reached out to Keith Coughlan previously on a number of occasions and he’s always been responsive, even if just briefly. This time… silence. No issue with that at all, in fact, it tells me more than a reply would.

When management go quiet, it’s usually for a reason.

Add that to:

* Strategic project status at EU level

* Backing from ČEZ

* EIA submitted and moving through the process

* Increasing focus on domestic lithium supply across Europe

…and then look at what’s happening globally:

* Korean manufacturers already embedded in Czech industry

* Ongoing EU–Korea trade alignment

* Growing urgency around securing battery supply chains

It doesn’t take much to see how this asset fits into that picture.

I’m not saying anything is imminent, but I am saying this doesn’t feel like a company sitting still.

Tight stock, quiet management, massive strategic asset… you don’t need to overthink it.

For me, this is exactly the sort of setup you want to be positioned in before the market fully wakes up.

Patience required… but it feels like we’re getting closer.

📈

☎️ MARGIN CALLS ARE RINGING… THIS IS JUST THE START 🚀

+42.78% in a single HOUR… let that sink in.

This isn’t retail chasing, this is forced buying.

Shorts have leaned on this for years… and now the tape has flipped HARD.

📊 Reality check:

• 4%+ short interest

• Tight free float vs demand

• Momentum + news flow aligned

• £1 level taken out

And now?

☎️ Margin desks calling

☎️ Risk limits tightening

☎️ Positions getting closed, not by choice

This is how major moves BEGIN.

⸻

🔥 What happens next?

When a stock moves like this, shorts don’t exit calmly…

They scramble.

➡️ Not enough shares available

➡️ Liquidity tight on the way up

➡️ Every move higher adds pressure

⸻

💥 The setup:

• Strategic deals landing

• Pipeline building

• Market waking up

• Shorts sitting under water

⸻

📈 Translation:

Momentum + pressure + demand = continuation

⸻

🚀 Let’s see how much higher this moves on HYDROPULSE…

⸻

⚠️ Shorts are under pressure

Longs are in control

☎️ Margin calls aren’t coming… they’re HERE.

🚀📈🔥

£2.50 close inbound

I wonder if the shorts will experience the same feeling I had when this hit 25p ….. one can only hope they do and my advise to them would be :

Embrace It - Own It - Deal With It

I am 😂😂🥂🍾🥂 🕺💃 🤸🏽🤸 ⬆️📈🚀🚀🚀🚀🚀

Don’t you just love 🥰 that feeling!

The Squeeze has started £1.30 to buy 🤸🤸🏽🕺💃 😭

What an Amazing Friday 🥂🍾🥂

🩳 are now in it big time they will have to answer the ☎️

⬆️📈🚀🚀🚀🚀🚀

They can’t get out 🫣🫢

🔥 RHEINMETALL x ITM = GAME CHANGER 🔥

Let’s be clear what just landed:

👉 Strategic collaboration with Rheinmetall

👉 Europe-wide e-fuel network for NATO

👉 SEVERAL HUNDRED plants

👉 Up to 50MW EACH

Do the maths… 🤯

Even 100 plants = 5,000MW

Even a fraction = HUGE for ITM

This is EXACTLY what the market wants:

✔ Repeatable deployments

✔ Industrial scale demand

✔ Tier 1 partner

✔ Defence + energy security tailwind

This is NOT a science project… this is sovereign capability + NATO demand 🇬🇧🇪🇺

💣 SHORTS… GOOD LUCK 💣

~4% short and now:

👉 Major validation

👉 Multi-GW pathway

👉 Institutional partner

👉 Sentiment shifting fast

You think they can close quietly into this? 😂

Margin calls start ringing ☎️

📈 THIS IS HOW RE-RATES START 📈

Partnerships → Projects → FIDs → Backlog

We’ve just moved up a level.

⚡️ ITM is becoming essential ⚡️

Energy transition + defence + security = unstoppable

£3+ story loading… 🚀📈🔥