Member Info for NewKOTB

Digitalis,

"indicate interest from a timezone similar to the US, following price behaviour over the last couple of days..."

It's been happening for many weeks now, more noticeable on some days than others. So yes, we most definitely have interest from oversea, just not sure why atm.

aimo & dyor

We had circa 25% of our trades today SINT Off-Book, an unusually high percentage, very interesting of the remainder circa 60% were 'AT's.... hummmm !!

Our UT was rather large too, 339998 (£283,898), double Hummmm !!

aimo & dyor

Does feel like we have buyer/s that are interested from a strategic PoV rather than an investment given the continued buying pressure esp over the last month.... or could simply be shorter/s closing if so, expect a big block reduction to be announced.... or combination of both, if so, very awkward for the shorter I would say as we have clear momentum.

UT was heavily weighted to take us down after close, all adds to hopefully a strong open tomorrow.

aimo & dyor

Yep LL, hence the long auction this morning, that had the £18146 UT, we then had these multiple Off-book, SINT trades with same timestamp.... HUMMM !

"Sometimes this calculation does not work, ..." think they need to upgrade the speed of their systems, maybe time to trade-in their Sinclair ZX81 !!

As for ITM, buying pressure building again.

aimo & dyor

02-Jul-25 08:26:26 80.018 49,975 Sell* 79.90 80.30 39.99k O

Oh, and 9MogGGM is most likely Spicy's 'tick-up' account too.

After a long old auction this morning, opening -2.35p down we recovered within minutes to go positive, most unusually with a barrage of block time stamped 'A' trades.... hummm

PS Spicy is super active this morning, lol

aimo & dyor

Called 9MogGGM out few weeks ago as yet another 'sleeper' account, after 5 years of being on LSE has now just decided that ITM is his go-to BB with its first ever posts, lol really, must do better 9MogGGM (aka Spicy et al). They must be getting really concerned with our direction of travel having to wake valuable sleeper accounts !!

aimo & dyor

That sudden run up over the space of a little more than an hour felt like a short covering / closing, as we fell back just as quickly.

aimo & dyor

"An embarrassing day for the management team..."

Really, clearly it's what they want otherwise more care would have been put into the RNS imo.

aimo & dyor

"The 6 trillion iron ore find in Australia isn't going to help us either..."

Have ZIOC left it too late to sell at all now !

Horrendous SP action today, starting to think I might be backing a three legged donkey at the Grand National.

Well, our SP is once again going in the wrong direction, will we ever get a break ?

Has Spicy had a bang on the head, I'm slightly concerned for him ..... only very slightly however !!

NAV,

Afaik Slim would need to make an offer for the rest of HBR as the 'corporate vehicle' would be acting in concert :

"The mandatory offer code, primarily governed by Rule 9 of the UK Takeover Code, dictates that if a person or group acting in concert acquires 30% or more of a company's voting rights, they must make a mandatory offer to all remaining shareholders. This offer must be in cash or include a cash alternative, and the price cannot be lower than the highest price paid by the acquirer (or their concert parties) for the shares in the preceding 12 months.."

Now if he gets BASF at a bargain basement price, that would make the economics of acquiring the remaining share capital of HBR that so much more attractive, so not beyond the realms of possibilities, guess our BoD have already got this covered, I hope !

aimo & dyor

" quietly axed its green hydrogen business..."

That was back in 2023 when economics were totally different and the market much less mature.

aimo & dyor

Looks like they got a bargain :

https://delticenergy.com/wp-content/uploads/2025/05/Corporate-Presentation-May-2025.pdf

YOrke926, Pot 'n' Kettle come to mind. You have not posted for over 2 years and you suddenly post 50% of your total posting history count in one morning, just give it a rest. C&P aside, it's informative, period !

aimo & dyor

Agree, GBE will NEVER be fit for purpose imo.

Lets see what the situation is tomorrow, I would guess you would expect support vessels to be present during restart.

https://www.marinetraffic.com/en/ais/home/shipid:202815/zoom:16

Spicy now ticking up it's own posts ... lol

ITM are in the right space at the right time, simples. Government's esp German are backing the use of Hydrogen like never before and the market is set for significant growth YoY without a doubt. ITM are one of the EU's leading players and number One in the UK for go-to solutions.

Your boss has insisted you post Debbie Downer posts during w/e as they need to exit their shorts, rather than contributing your time towards a charitable cause, pity as I guess you could be a useful addition to the human race otherwise.... !!

aimo & dyor