Member Info for NewKOTB

Closed on day's low .... :-(

Question for them is, how to max returns, the only way is to get rid of pesky shareholders ! How is the question ?

aimo & dyor

"Martin Copeland, of Serica Energy, said he would welcome any such move by the Government.

“These legal rulings have caused a hiatus across the North Sea,” he said.

“It goes far wider than Rosebank and Jackdaw. There are many other smaller developments that have been held up, impacting the supply chain companies and all their workers.”

When oh when will I be able to take these shares out of my bottom draw, been sooooo long there will probably need to carbon date them to check authenticity !

I don't ask for much but is wanting double digit SP asking too much, appears so atm !

"call for tenders..."

Volume is key to reducing unit costs and therefore winning tenders, cost is always a major consideration for buyers. ITM expanding production base is crucial to grabbing largest markets share and becoming the go-to supplier, not only in EU but worldwide too. We know from recent presentation that production quality control is extremely high, just need to up build rate and retain quality.

aimo & dyor

To have 4 quick fire, successive RNS's following today's just like we did last month, all within the space of 5 trading days !!

ITM clearly are able to control the RNS narrative (without breaking the rules), so why not repeat it ? If we need to defend our company then why not, I would !

Talk about turbo-boost our SP, would easily pass 100p !

aimo & dyor

Not sure anyone here is remotely interested about your trades Casshy, I'm certainly not !

"Yep Helikon will still make a pile..."

Yes, although their 'piles' will be getting smaller by the day, unlike mine !!!

"reports Iran is open to de-escalating conflict..."

Not a chance Israel will want talks just days after opening salvo, this conflict is far from over .

aimo & dyor

For sometime now we regularly have what I would class as 'Stranger Things' happening with transactions, today yet another one :

Firstly large ''O" transaction :

16-Jun-25 09:03:16 74.50 68,000 Buy* 73.60 74.20 50.66k O

Then later, usually split by other genuine transactions, reversal with same timestamp :

16-Jun-25 09:03:16 74.50 -68,000 Unknown* 74.10 74.80 -50.66k O

Followed by same transaction as original with same timestamp / qty / price again !!

16-Jun-25 09:03:16 74.50 68,000 Buy* 74.10 74.80 50.66k O

I can only guess some form of SP control but I have no idea why or who would be doing this time and time again, anyone care to explain WHY !

aimo & dyor

Yep, the month on month SP decline since June 24 was reversed last month, long may it continue, divi % is getting less but more than made up for by SP gains, unless you filled your boots at ~150p, then it's WIN, WIN !!

AIMO & DYOR

Troublesome, lol, guess the generation of today will never have the fun of that magical 'back of the sofa' moment with today's cashless society, don't know what they are missing ! Although getting you wrist stuck between springs is not everybody's cup of tea ! Cup of tea with real tea-leaves .. oh don't get me started. ATB

Just to add that circa ~40% premium to closing SP is usual in offer situations. So for arguments sake, tomorrow, offer tabled for ~110p/s would mean Linde, taking our cash into account could acquire us for as little as £370m net.... just saying !

Flip-side is if Linde didn't want us then for sure any approach may well be in the region of +550p, all depends if Linde want ITM to fall into the hands of another entity or not !

The strength of our SP over recent weeks since early May and how strong our recovery from pull-backs have been for me shows high demand for ITM and I don't think it's just our recent RNS's that have driven this interest either although they have clearly helped drive us forward.

aimo & dyor

LL,

Agree that +550p would be a very good result, however with Linde UK holding 16.2% all it would need is a few more to back them along with funds working alongside them. Remember Linde came in at 40p/s so get the right backers and we could be in trouble for a low-ball offer. Not sure what restrictions were made at time of Linde making their strategic investment, but I guess they are long expired. On the plus-side Linde could act as a blocking vote which would indeed make it more difficult for anyone that wants to approach us for a low-ball. If I had to put money on it (which of course I have) I would make Linde firm favourites but that's just me hypothesizing on a sunny Sunday afternoon. Linde didn't become a multi billion $ company by playing fair !

aimo & dyor

Morning All, (well almost all !)

jimb2, "That could be a big announcement if the UAE signs deal/deals...."

FWIW, I can easily see ITM being subject of a T/O this year, with the likes of UAE et al seeing the importance of hydrogen for them or those alike to acquire ITM would be 'back of the sofa' transaction. I would like to see ITM grow at a rapid rate bringing down unit costs and expanding production to grab largest possible market share, for that you need cash, lots of it, we have the products just need to sell and produce more. The likes of a sovereign wealth fund would provide this, would that mean taking a controlling interest or outright t/o that is the question. Would RR fancy us, I would have thought so likewise the old school hydrocarbon producers wanting to add a readymade, no fuss green alternative to their portfolio. Then you have PE who are swimming in cash and could see ITM as a great opportunity to develop, relist and flip for substantial gains, not forgetting the likes of Linde too, too many sharks to mention so one is bound to come calling !!!

So, as you can see, my eyes are firmly on a t/o which could arrive at any moment, for ITM to fend-off any approach we need to be ready and have our defence ready, ever increasing SP is one way, but will it be enough !

2025 is shaping up to be a transformational year for ITM and us shareholders too. GLA

aimo & dyor

RAS is yet another sleeper account being woken up, that's 3 in as many days, looks like shorter's are getting ready to exit.

Both surging .. +3.4% and +3.7%

Think the thread heading is more than apt for Spicy !

"Confirming funding for hydrogen production projects, including West Wales Hydrogen, which were awarded contracts in the first Hydrogen Allocation Round. A further three projects in Wales have been shortlisted in the second allocation round, which aims to award contracts in the Q1 2026..."

"Funding for hydrogen production projects, including Cromarty and Whitelee in Scotland, which were awarded contracts in the first Hydrogen Allocation Round. This will support up to 303 jobs across north-east and central Scotland. A further eight projects in Scotland have been shortlisted in the second allocation round, which aims to award contracts in the Q1 2026..."