Member Info for NewKOTB

“ I presume they are not fools …”

You have clearly not been following the shorters , they have been ‘cashing in “ their chips all the way up to over 200p

“ tried to build a takeover stake…”

You don’t need to build a stake, just offer the right amount !

We are now at a level that an offer of 40% premium to prevailing 100DayMA could make us vulnerable once more given our pipeline. Just as well we have Starmer' 10.8% watching our backs !! Unless it's a UK listed company that are interested of course !

aimo & dyor

On 13th may we closed at 163p, so we are now way, way below that so I would have thought these 'funds' should now be buying again.

aimo & dyor

Companies valuations are not measure on profit as you well know, otherwise likes of SpaceX wouldn't ever exist, it's all about the journey, atm ITM have just take a little detour, will be back on track shortly.

aimo & dyor

We are now below our closing price after the amazing Strategic collaboration with Rheinmetall for the Giga PtX project RNS, go figure !

By 0.01% , nothing to concern ourselves with atm.

Surprise is they left it so late.

" It went up for 7 whole weeks on the news..."

...and just 8 sessions to take us back down again. If this doesn't bounce at 123/124p then I will eat my shares, print them off and consume them, at least I will get some nutritional value from them !!

aimo & dyor

"I thought, perhaps wrongly, that the tracker funds would provide support..."

Question is what happens at next review when at this rate we will drop out again, will our SP reverse and climb again on anticipation of entry once more, Big Dipper has nothing on ITM !!

AIMO & DYOR

We now have circa 25% of our MCap in CASH and ZERO debt.

What just happened .... dropped 6% in a flash !!!

OMG.... even after your posts got removed you are still peddling the same NSI & HMG rubbish. Several posters explained over the weekend, in detail how your scaremongering was nothing more than that.

However, I do agree regards the FID.

These shorter's clearly had no idea that GS was going to attack our SP otherwise they would not have bailed in such large amounts if they even had the slightest idea they would of held or even increased their position. Their rapid closure suggested they thought our SP was going much higher or the very least plateau. They started closing out after the GB Energy and Rheinmetall's RNS's, falling in a matter of weeks from circa 5% short to current 1.62% notifiable holdings.

So, the latest SP fall is imo purely driven by GS et al, even though company fundamentals are better than they have ever been in the history of ITM afaic.

aimo & dyor

As per presentation I posted earlier :

"We expect to take FID in June, in line with contracting the Grant.."

I has assumed something as important as that would be RNS's, maybe I'm wrong !!

aimo & dyor

I'm talking about the FID for our expansion plans to extend our production capacity using the grant for Chronos , not the grant itself per se !

Could you please supply link to FID, thanks.

aimo & dyor

ASI is back after his ridiculous posts over the weekend, how long will he last this time, although its tone has change, wonder why .. hummm ?

As for our grant, confirmation RNS of DESNZ £46.5m grant being assigned to FID expansion plans would be welcome right now.

aimo & dyor

8 straight red sessions, fall of 37% based on all that negative ITM news, OF WHICH THERE WAS NONE !!

In fact the opposite, still, not convinced, watch their latest Investor Meet Presentation :

https://www.investormeetcompany.com/meetings/project-horizon

https://itm-power-assets.s3.eu-west-2.amazonaws.com/ITM_Project_Horizon_presentation_9_Apr_2026_306e6efbb7.pdf

aimo & dyor

They wait until there is no RNS, see how strong the market appetite is, then when ready demand is not strong enough to support (short) selling, BANG !

GS et al are ball-sacks !!

Got a few more though.

aimo & dyor

BASF’s shareholding in Harbour Energy fell below 25%, reducing its board nomination right from two directors to one; consequently Hans Ulrich Engel has stepped down as a BASF nominated Non Executive Director with effect from 8 June 2026, and Chairman R. Blair Thomas thanked him for his contribution.

Https://www.rolls-royce-smr.com/