Member Info for NewKOTB

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NATO is not the only iron in the fire ITM have, in fact we have a whole cottage industry of blacksmiths forging a way forward on multiple fronts. As for NATO this will of course take time but it WILL happen and it WILL be massive for ITM if we have not been acquired by then. In the meantime ITM will keep the contract rolling in, making sales and increasing revenue YoY, of course Dennis will no doubt drop a few curveball RNS's in as he and his team have done recently.

Remember we have circa $200m CoH atm and ZERO debt.

aimo & dyor

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

And on real tangible and justifiable news, just need to read this years RNS's, might make your hair curl given the almost baked-in potential of ITM. If you fancy a bedtime read, go back just a further 6 months of RNS's to June 2025 and start with Hydropulse RNS. I would suggest that 12 months since that RNS we are now in the realms of Hydropulse FID's too.

Oh, we have shedloads of cash (circa $200m) backing of HMG and zero debt too.

aimo & dyor

Forest, please see link as taken from official MSCI release of MSCI Global Investable Market Indexes May 2026 Index Review, they are all listed.

https://app2.msci.com/eqb/gimi/smallcap/MSCI_May26_SCPublicList.pdf

Oh, should of added AEP had a stinkers of RNS on 20th May (hence their fall), whereas ITM had an excellent Strategic Partnership with Protium RNS on 3rd June, Go Figure !!!

aimo & dyor

"it’s like it’s being orchestrated to gain cheap shares or more shorts closing and fearmongering by gs on a absolutely absurd rating..."

Agree, GS note's are ball-sacks, designed for one purpose only and btw, it's not in the interest of PI's !

Just for context below are the other entries into the index and how each performed as of Friday last week :

ENTAIN +10%

AUTO TRADER +10%

JDSPOTRS -1%

ROSEBANK -2%

WHITBREAD -2%

TUNGSTEN WEST -3%

SAGA -7%

BARRETT -3%

ROCKERHOPPER -11%

AEP -17%

CWR -24%

ITM -32%

And from open on 12th May, MSCI Global Small Cap Index announcement day :

JD SPORTS +18%

ENTAIN +6%

WHITEBREAD +1%

ROASEBANK -1%

BARRETT -1%

TUNGSTEN WEST -5%

AUTOTRADER -8%

ROCKERHOPPER -9%

CWR -10%

ITM -12%

AEP -25%

So as you can see ITM have been hit harder than the rest with exception of AEP.

Have we more to fall or are we due a bounce to 're-balance' the index entry, comments welcome !

AIMO & DYOR

Aimo of course.

I know we shouldn't need it, but this does feel like a placing is doing the rounds. We have circa £200m cash in the bank and should be good for a loan if we needed cash to move the business forward although we do have the DESNZ £46.5m grant coming our way, so in theory cash is not an issue atm.

We also know how quickly we can rise, all part of AIM unfortunately.... Just need a few FID to start flowing our way.

aimo & dyor

Well, we managed to be listed on the top 20 of FALLERS across the whole market today and down circa 33% over the past week. Tell me this attack is has not been orchestrated.

aimo & dyor

N/m

"reason behind the 22% decline in the share price.."

Make that 30% .... ITM are be systematically targeted atm.

Added another 650 shares.

aimo & dyor

Is behind driving our SP down ... GS, as always !!

Given the recent news I did mention in an earlier post that our runway is clear and ITM are ready for take-off so the big boys want in, GS et al will ensure they have their fill first

aimo & dyor

HD,

"I still think this might hit £3 this year..."

Agree, way, way too much known news before EoY, plus I'm sure Dennis will have a little gem or two to drop early into our Santa sack.

RSI has totally cooled off now and is around the level we seen prior to our £40 million strategic investment by Great British Energy and £46.5 million grant from DESNZ RNS and of course we have since had the announcement of our Strategic collaboration with Rheinmetall for the Giga PtX NATO project and not forgetting yesterday RNS for Strategic Partnership with Protium.

News on FID for DESNZ due any day too.

You also have the remote possibility of a T/O, or is it remote !

aimo & dyor

Well, we retained 3.74% gain from yesterdays close, thankful for small mercies !

Beaford1, 4 year break from ITM and you decide to comment with a negative slants on yesterdays RNS, where as the pass 4 years of numerous positive RNS not a whisper, game up afaic.

As for yesterdays news, it was a Strategic Partnership announcement, which if you understand how these things work WILL lead to orders as I'm sure both sides completed their DD in abundance prior to signing off. The market knows this, along with the recent Strategic collaboration with Rheinmetall shows ITM will explode, growth wise and todays SP will be viewed as a 'why didn't I buy more' by PI's imo.

aimo & dyor

"Just waiting for the next version to come back!.."

Be sooner than you think wookie imo.

Problem is, with all the irons ITM have now have in the fire, our path for the next several years is pretty clear to all, so no surprise that funds, PE and the likes of GS et al now want in at the lowest possible price, so dirty tricks will be abound. This is the pain we PI's have to go through unfortunately if you want shares in a successful company. Use it to your advantage if you can !

aimo & dyor

Strong close, +8.19% .... let's see if she holds it tomorrow, humm !!

....That's the remaining Shorter's of course !

Closed down 9.2p / 4.99%, really are wanting to get out, aren't they.

"While the talks failed ​in recent weeks,..."

Could go some way to explaining our dismal performance over the last 2 weeks. Now that's off our back, maybe we could regain some of that lost ground too !

aimo & dyor