Member Info for onsolidground

Probably this news.

https://www.shell.com/media/news-and-media-releases/2024/shell-invests-to-repurpose-german-energy-and-chemicals-park-rheinland.html

Seems to have been stunned into silence since the Q4 numbers and the reaction to them.

I liked "The *Futures* Bright" comment.

Very good presentation. CEO comes across as highly articulate and switched on. As did the other two.

Off to try and find that Shell news they talked about that was positive for the order they placed.

I liked "The Future Bright" comment.

Worth watching in full if you get the chance later.

Ahead of schedule with deliveries and some waiting to be picked up.

Very active trying to secure further orders.

Q'd re the Shell order and said news from Shell in the last few days. Positive for the company. (maybe somebody can find this)

Coming across as a highly professional outfit.

Some competitors have recently increased costs. ITM don't need to.

Got their heads switched on properly with tight financial control.

Improving position re financials and guidance seems to be improving

Future Portfolio additions being worked on - Chronos

Sounds Top Secret - can't disclose due to commercial sensitivities. (till ready to launch)

Australia

Bidding last year was solely in Europe and they got 33% of the market.

Now Bidding outside Europe

"Number and size of project enquiries growing significantly"

I see that MyProtein Salmon has also found its way into the freezers

https://www.iceland.co.uk/p/myprotein-sweet-chilli-salmon-fillets-360g/16461.html

I hope somebody might ask in the presentation if we are considering a buying back a large chunk of our own shares?

There is oodles of cash waiting to be put to good use and a share price at stupidly low levels considering.

It is crying out to be done and it would send the share price skywards.

Folks you need to tune in to all the "imminently" and "shortly's" mentioned in the operational RNS of only a few days ago.

Here is what they said on "Transitional Power"

"o THE ETANA TEAM IS CURRENTLY SECURING MULTIPLE ELECTRICITY OFFTAKE AGREEMENTS WITH A RANGE OF CONSUMERS "

First one announced only this morning.

Be nice to see if any of the analysts pick up and question on the big Shell deal announced and on the recent Hitachi visit?

Strong set of results and the 12 month plan completed on time with a strong turnaround. Just look at all that cash.

Will look in on the Analysts call at 9a.m. and watching the website for any presentations / hints at the new strategic plan going forwards.

Decent day but somebody appeared in the last half hour to drip feed some sells into the market to drag the price back a bit and to subdue things.

I thought prematurely that we'd seen the last of that for a bit.

It's just what happens when the traders depart and the volume dries up to a trickle.

MM's move it up to try and stimulate more trades and commission.

Oculus I get where Chrysalis are coming from but these are meant to be two seasoned Fund managers. How on earth could they have invested £45 Million pounds without even so much as a stop loss and to then let the share price drop 90% before cashing out. I suspect they are attempting to cover their own backs from client cliams.

They could have hit the sell button at any time in between just like anyone else, so to blame it all on REVB without an element of personal responsibility is beyond me. I certainly wouldn't be investing anything with them after that article and the publicity of a claim against REVB would probably do them more harm than good. Just where were the controls? Where was their hedge?

Not saying that they don't have a claim and they might get something back as there was serious wrong doing by the some of the previous individual(s) but it won't get anywhere near £39.7M. Their claim though would be far better served against the individual(s) responsible rather than what is a new Board of Directors.

In any case our BoD should be resolving any such actions or diverting them to the culprits and certainly prior to settling anything with Mr Minto.

RNS only yesterday and lots of news due there as well as 2 drills.