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Adam07 you'll probably find that whoever is sat behind that 800k share buy order is more than likely whom has been manipulating the share price today. Picking up shares on the way down and then popping on that trade as a "calmer". About 3 Million to 4 Million net picked up if you take away the small AT trades they threw into the market to get lower prices.

Totally unwarranted drop today and truth be known ITM issued a really good RNS itself this morning on further efficiency gains with Iridium reduction and also advised that it's next generation CHRONOS stack platform is proceeding according to plan. Which put the share price up this morning on opening. It's extremely hard to argue against Market Abuse on the ITM share price this fine day.

Presents good opportunity though if you have the funds available and know where the companies next orders will be coming from.

Indeed E_AL and all these coming after that date.

https://www.h2-view.com/story/labours-first-budget-in-14-years-confirms-2bn-for-green-hydrogen-projects/2116739.article/

and

https://www.cleanenergywire.org/news/hydrogen-start-flow-pipelines-germany-2025

Always nice to get the opportunity to buy in or top up cheaper than the 6 ITM Directors who just recently bought after the above.

https://www.lse.co.uk/rns/ITM/directorpdmr-shareholding-jwwco3j432goxc8.html

https://www.lse.co.uk/rns/ITM/directorpdmr-shareholding-rzet2fox9t9v2mw.html

So either the Directors will be right or the traders trying to make their 10%.

I know which one I'm sided with presently and that's with the enormity of the Middle East and a high proportion of Opec countries now considering opening up to green hydrogen and the transition from fossil fuels.

Nice money for those manipulating and market abusing the share price to obtain and rechurn shares for profit and it might be worth taking the time to sit down and compose a notification to the FCA and also popping the names of any repeat usual suspects on it also. Shouldn't be too hard to identify and deal with. Been blatant for about 2 weeks now.

A 9% fall is completely unwarranted given we had no known pending contract news awaited for in the US.

But at the same time it presents good opportunity if you have the funds and know the cash ITM has on the balance sheet and how they are positioned in the UK and Germany / Europe and what's to come. Please feel free though to hand over your shares though if you decide alternatively. Your money, your choice.

https://www.fca.org.uk/market-abuse-reporting-form

Couldn't agree more.

Anybody else find it interesting that BP was up a couple of points and TLW was down.

That's markets for you.

Erstwhile we wait for the Demerger circular and a market that seemingly can't comprehend that £94 Million was committed to THG at 49p in what was a depressed share price placing. 46p??

Interest rate decisions trending down and another 2 key ones in both the UK and US tomorrow also.

Surprisingly despite DT in his victory speach talking of ending the wars In Ukraine and the Middle East / Israel, defence stocks like BAE systems, Cohort and even Avon Protection are all up.

I wonder our Starmer will fare for Labour apparently supported the Harris campaign by sending activists across to help and he also got into a war of words with Elon Musk and didn't invite him to his investment summit - Musk of course being a key Trump supporter.

Should overall though be good for business and for trade between the west and US.

I actually got some at just over 39p and just bought as I thought they were incredibly cheap at the time. Not even Trump related.

So will hold now for peace to be established and a much fuller recovery in the share price.

I suspect there will be many big moves in between with the slightest whiff of Trump and Putin interractions.

Probably one of the best recovery plays on the market right now imvho and like I said dips present the opportunity.

And it has to be said - a lot of ITM's next business is going to come from the UK and Europe (Germany or the Netherlands imo)

https://www.h2-view.com/story/labours-first-budget-in-14-years-confirms-2bn-for-green-hydrogen-projects/2116739.article/

and

https://www.cleanenergywire.org/news/hydrogen-start-flow-pipelines-germany-2025

Always nice to get the opportunity to buy in or top up cheaper than the 6 ITM Directors who just recently bought after the above.

https://www.lse.co.uk/rns/ITM/directorpdmr-shareholding-jwwco3j432goxc8.html

https://www.lse.co.uk/rns/ITM/directorpdmr-shareholding-rzet2fox9t9v2mw.html

Interesting market this morning and I watched Trumps victory speach prior to the markets opening (even though he was 4 electoral college votes short at the time).

In there he categorically mentioned that he didn't want America involved in wars in Ukraine and in the Middle East (Israel and surroundings) Defence stocks like BAE / Cohort and Avin Protection - all are blue.

No mention of anything to do with fossil fuels or green energy yet ITM down 7% at one point (after opening blue).

Trump win will be good for business hence why most stocks are blue.

That's only those over 0.5%. FCA gets notified of all over 0.1% - which we don't get to see.

Great time to be adding on the dips imvho as Trump was adament he doesn't want America involved in any wars - Ukraine and the Middle East.

Next business announcements here are coming from the UK and EU (Germany)

Meanwhile any improvements to the tech and cost reductions will do nicely.

So don't mind if I do and with a trading pot this time.

Saudi Arabia Eyeing Green Superpower Status and also the United Arab Emirates as they transition from fossil fuels.

Mentions Siemens with which ITM have previous links.

https://www.forbes.com/sites/kensilverstein/2024/11/04/the-saudis-eye-hydrogen-and-a-new-energy-superpower-status/

There are a lot of short positions that are going to have to close and exit in the weeks and months ahead. A lot.

Just look how low this share price has been allowed to get.

Jan 2002 the FXPO share price was 300p.

dyor

He's already said in his victory speach that he is going to end the war in Ukraine.

In which case FXPO has a long way to travel upwards.

Just look at the graph.

Excellent RNS

World leading just gets better.

They have good product, good marketing and a good partnership with Hyrex to shift products and the US is also a target market so there is vast potential. Who knows if Data Centres are already in the mix with the over 100 contracts they had under negotiation.

I truly believe that the markets presently have absolutely no comprehension of the massive ramp up that the Green Hydrogen supply market is going to see in the coming weeks and months and the massive scale of opportunity in yes the UK but also moreso EU wide - and that has just opened up for ITM Power and others.

ITM Power are already in bed with both Linde(German), RWE (Dutch) and Shell. All Tier 1 players.

Last 10 days or so the announcement of the German National Hydrogen Grid

https://www.cleanenergywire.org/news/hydrogen-start-flow-pipelines-germany-2025

The Netherlands also already constructing their own Hydrogen "Backbone" as they call it and aiming for first Hydrogen in 2025 as well, one similarly mirroring the other with repurposing previous gas pipework and adding more.

All this feeding into a Europe wide Hydrogen Backbone with connectivity across 28 countries - "The European Hydrogen Backbone".

"European Hydrogen Backbone initiative -- which plans to build a network of 28,000 km of dedicated hydrogen pipelines by 2030, expanding to 53,000 km across 28 European countries by 2040. The initiative is backed by a group of 31 energy infrastructure operators."

https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/energy-transition/102723-netherlands-begins-construction-of-national-hydrogen-pipeline-network

It's all going to need Electrolysers.

Scale is coming, in all probability on an unprecedented scale.

Chill and be grateful for a super cheap share price.

It's not just that thinking Yorek which I share and probably first highlighted but it's the fact that things THG's prospectus is virtually running contiguous with the Selkirk which in my view wouldn't let him buy enough Selkirk shares to Pacman defence as he did with Kelso.

In that revised Schedule 1 The.Italian just kindly posted it doesn't show Matt Moulding listed and assume he has a big fat Zero holding. If I were to be devils advocate then they may have probably done to him what he has done to others (i.e. made their own 65% or 51% club) You could then argue that in sticky HNW hands that he might be time limited and strapped to do anything about it defensively.

Given how low THG Ingenuity is being taken private for it is really hard not to see a rival offer emerge for THG Ingenuity that Private Equity could easily better. Then like I say the responsibility would then have to be Fiduciary Duty as opposed to what's in Matts best interests.

If Selkirk do launch a bid for THG Ingenuity then it would be pure genius the way it's been crafted and there's no way it would pass without a public war of words.

You know the one question I would dearly love to know is whether Iain McDonald is still working for THG or whether he recently exited all roles at the company. That we have never been privy to.

Your money, your choice as they say. Just the same as it's Selkirk's money and choice.

Time to sit back for a bit and wait for the next news.