Member Info for NewKOTB

"Looks like this will be another big tech step up from competitors when it arrives..."

That is both an advantage and dis-advantage when it comes to taking orders, 'should I move and order what is proven today, or wait until the next gen ( which appears a significant step up) is available'. Bit like buying an iPhone (although not quite), you know there is always an improved version coming to market soon !

Guess Dennis will have all the answers though to get clients onside.

aimo & dyor

From the Preliminary Results Presentation an interesting statement by Dennis, question, WHY MAKE IT !

Dennis, "market consolidation is underway, this is a phase we expected and are well prepared"

So I guess that we have a defence ready and waiting to fend off a lowball approach, maybe we have tried and tested it already as clearly ITM are expecting more 'consolidation' !

AIMO & DYOR

My reference was very relevant in how UK Gov is happy to do anything that pleases the Orange One, import from US, LPG and now ethanol whilst doing sod all to protect UK jobs, investment and environment. They signed a Trade deal in double quick time probably totally unaware of the impact on the UK jobs and economy, just to suck up to Trump imo. As for you Trickymatters, you come on here spouting your dislike about my post from someone who afaik has never posted on HBR before now, well not in recent times at least. Can we stick to Harbour please.

aimo & dyor

"Germany aiming for increased installed electrolysis capacity from around 170MW to 10GW by the end of the decade..."

So around annually 2GW, probably more as it becomes clear the benefits offered. So discussions will be taking place right now, with project FEED to follow in order for their target to be met. ITM, “Fastest growing manufacturer in the UK… Top 10 fastest growing in Europe” easy to see ITM winning contracts with Chronos, (larger building block to best address large-scale opportunities) so perfect fit esp if based on tried and tested Yara Porsgrunn plant model.

aimo & dyor

"This milestone marks a major step forward in the construction of one of two 100 MW PEM electrolysis plants working with ITM Power for our customer RWE, generating renewable hydrogen to drive decarbonization in energy and industry across the region...."

Maybe you should 'do your own research', as per your subject thread first, although I guess as you're a 4.5 year sleeper account with its first post and no intention of being an investor it's pointless for you to do so ! .... FILTERED !!

Yet another example of UK Gov willing to sacrifice UK jobs and import what we need !!

"The UK's bioethanol industry faces collapse, after a government decision not to offer the sector a rescue package.

The country's two major producers, Hull-based Vivergo Fuels and the Ensus plant in Redcar on Teesside, had both previously warned that without government support they would be forced to close, after a deal to allow US ethanol to be imported tariff-free.

Associated British Foods (ABF), which owns Vivergo, said on Friday the government's decision to not support a "key national asset" was "deeply regrettable".

Labour have not got a scooby-doo how to run an economy.

aimo & dyor

Untold wealth for investors, so long as you can stay the course !

"If this is what sparked the 25 investors idea, does this mean I get a spot?.."

I would sure hope so Eastwood .

NB If successful they could maybe create an annual event with selection based upon ideas to develop the business.

aimo & dyor

Katstrangler - gone in the bin.

Expected fall Given Qube Upped Their Short before yesterdays RNS & presentation rise, buying opportunity for some !

Agree, after yesterdays presentation and results the confidence is building that ITM will deliver in full. I will continue to add, further increasing my already significant position, no doubt even more so should I be one of the 'chosen few' ( fingers crossed) !

aimo & dyor

Might as well be $100bn what difference it would make to our SP.

No surprise that Smelly Fish has been hard at it, talking down every possible remote angle over the last few days more so than normal, then we have Qube increasing its short position, coincidence, I think not !

Notable lack of Smelly Fish's presence during the trading day so it will be hard at again now the market is closed as he knew he would be swimming against the current today after a fantastic RNS and great snippets from the presentation.

Guess his boss has told him to fix it asap, so expect more negativity for our resident slippery fish.

aimo & dyor

Interesting statement, WHY MAKE IT !

Dennis, "market consolidation is underway, this is a phase we expected and are well prepared"

So I guess that we have a defence ready and waiting to fend off a lowball approach, maybe we have tried and tested it already !

AIMO & DYOR

"North Sea tax receipts plummet. The UK Government's decision to increase the windfall tax has resulted in a lower tax take from the North Sea, according to official figures published yesterday..."

https://www.agcc.co.uk/news-article/north-sea-tax-receipts-plummet-as-windfall-tax-hits-investment

Presentation too if you so wish :

https://www.investormeetcompany.com/meeting/preliminary-results-presentation-4/presentation.pdf

"Worth finding todays Webcast via Investormeet and the presentation also if you can..."

Here it is, enjoy !

https://www.youtube.com/watch?v=1HV9Y983HEc&t=6s

"That's a huge buy! Someone's feeling very confident!.."

Happens all (majority) of the time, goggle 'UT' trade.

"The suggestion the 500MW contract is being called off is big news ..."

Even called off in stages would set ITM up, hence buyers seeing the potential that buyers seen at circa 30p

Also, Qube et al would not want to be caught out with a MASSIVE contract win as ITM could double on opening.

aimo & dyor