RE: Shorters1 Aug 2025 09:30
"Unless of course the likes of Helikon are working on behalf of an acquirer to keep the sp surpressed...."
Indeed, you have to question why they have NEVER traded or reduced their short position in the past 18 months, even when we hit ~25p, whereas Qube have been constantly active, strange behaviour by Helikon for sure !
When you have a disruptor like ITM who then becomes a respected market leader it's not at all far fetched to assume we would be of interest to an acquirer. ITM could shoehorn easily into a variety of business models that's why I believe ITM will be acquired, just a matter of when not it.
At the moment I suggest we have Linde's ~16% as our contributing blocking vote who may well become our white knight should the situation arise, can't see Linde wanting a competitor taking us over.
aimo & dyor