Member Info for psmith64

You are going to get a few profit takers at these levels noviceinvestor and they will create buying opportunities now and again.

If anybody got in sub 300p on that drop they got lucky

SirJD,

What I can tell you regarding AFC and it's product.

The MOD has a major problem in providing electric charging points due to infrastructure problems and they are currently looking to get over the problem across their estate which is massive especially in my area of Salisbury Plain.

The MOD had representation at the AFC Open day before Christmas.

All I can say is watch this space, remember AFC just had no problem in raising funds the other week for very good reason and remember this conversation 6 months down the line ;-)

Personally, I am going to be buying a few more later this week when I have switched things around a little to generate some cash.

What a great listen this was. I would guess this is what has pushed the SP up the last hour.

It seems evident the government knows it has to put a multi billion hydrogen strategy in place pretty quick.

Vieled references to ITM during like our top companies are receiving major investment from major international companies so we are in danger of their input going off shore if the government don't act quick.

I suspect we will hear an announcement soon Fri the energy department. This will motor the SP of ITM.

400p + now not unrealistic in the short term.

We are in the right place at the right time for sure and I stick with my conservative 1500p long term 5 year target. It's not unrealistic to see ITM Power having a multi billion turnover inside the next decade especially with the potential for ITM Motive to have daily sales from Hydrogen on the forecourt.

Exciting times ahead.

Oves. There are some great free news articles on H2 View, I will drop a link below, but if you are serious in getting a hydrogen portfolio going its well worth the yearly subscription to get the fire walled article's and physical magazine.

Bloomberg Green is also worth signing up to.

My long term Hydrogen portfolio consists of :-

ITM Power
Ballard ( on NASDAQ)
Plug Power ( on NASDAQ )

I have held the above for just over 5 years based on in-depth research back then and SP growth has been incredible.

Recent additions in the last 12 months:-

AFC Energy ( I visited their factory open day just before Christmas, I like what they do and see good growth with this best of both worlds company, they just had a successful over subscribed fund raise )

Ceres ( good tie up with Bosch )

NEL - a Norwegian replica of ITM, well advanced.

Powerhouse - they make hydrogen from landfill waste, two problems solved in one.

Powercell ( Swedish) - well worth a look at

Velocys - well worth a look at.

That is about the extent of my Hydrogen portfolio. DYOR on them. I have been pleased with them all and think they will make the next five years financially life changing

5 years back because of the risk Hydrogen formed a small part of my portfolio, it has now grown to a major part of my portfolio and is less of a risk now than it was back then.

https://www.h2-view.com/

On a light hearted note in these strange times we live in ITM Power has turned my ISA's and SIPP into a pinball machine.

The digit counters just seem to rise, and I feel I am still on the first ball.

Lots more play to come.

Can only be good news for ITM Motive that Shell have today signed a 5 year contract with Chesterfield Specialist Cylinders for underground storage of Hydrogen on it's forecourts.

As we know ITM also have a 5 year agreement to put pumps and electrolyzers on the forecourts.

A good read..........

https://www.h2-view.com/story/chesterfield-special-cylinders-signs-framework-agreement-with-shell

Quite a few parents jefff, so lots of licensing opportunity potential.

https://patents.justia.com/assignee/itm-power-research-limited

Also dsc1978...... what value do you put on the IP of ITM

Years and years on R & D to give it world leader status in in one of the hottest sectors out there.

It looks very cheap to me just based on that.

My thoughts as well Mark

dsc1978.......did you not digest the last trading update ?

Over £ 50 millon in the secured pipeline, over £ 200 million of high quality tender opportunities and not to forget the publicity of being the manufacturer of the largest PEM Electrolyzer installation for Shell in Germany.

I think the the current SP is more than justified for the future that ITM has ahead.

If course there is risk in any investment do as ever DYOR and only invest what you are prepared to lose.

Wait and see dsc1978.
It was a very unsexy company back 5 years ago when I first invested and I knew the risk was major, but it's risk takers in life that can be rewarded.

Fast forward 5 years, this is a far sexier company now, a lot less risk with the potential for a multi billion pound turnover in the future. That is what many are seeing now and that is why people want a slice of the action.

Today is a milestone day for ITM , make no bones about that and at today's price people will look back in 5 years time saying what a bargain the price was back in 2020.

I think the rise to 400p will be a bit quicker than 200p to 300p.

I believe we will get some ITM news on pipeline projects after the EU strategy announcement today during this month.

The foresight to invest in the worlds largest PEM manufacturing facility in the world has been simply incredible and credit should go to Graham Cooley for his vision which I was lucky to listen to 5 years ago.

My visit to there factory back then has been financially life changing.

A great mention for ITM in this EU strategy article, a good read.

Fasten your seat belts for the afternoon session. Where North of 300p will we end to today is any bodies guess.

I got slated on this chat forum for my stance a month ago but it's been pretty much text book stuff. Those who got spooked by the uncertainty the last month and sold out are the loser's, those who just sat tight lost out on an opportunity to take advantage of banking a bit.

Anyway. I am glad I didn't let some on here frighten me off from contributing.

Yes investment always has a big element of risk but if you keep your ears an eyes open it's full of great opportunity in uncertain times.

https://www.newscientist.com/article/2248140-europe-wants-to-use-hydrogen-to-slow-climate-change-will-it-work/

Well dsc1978 ITM have a wholly owned subsidiary ITM Linde based in Germany with a HQ.

Very well placed to not only take advantage of Germany's already announced € 9 billion investment in green hydrogen but that of the EU in general.

With the GW capacity required ITM with their manufacturing capacity from the autumn will be well placed to export to Europe as all their kit complies with EU regulations.

So yes, the EU announcement is quite relevant to ITM hence the price rocketed when the EU package was first mooted.

This is where the focus of attention will be today.

Potentially ITM's ground breaking Shell project will get a mention today after the EU Energy commissioner's visit yesterday.

A good read below. Glad to be fully invested again, it's just a case of predicting how far above 300p we end up today but I do believe this morning was probably the last chance to get in sub 290p

https://www.h2-view.com/story/european-hydrogen-strategy-to-be-announced-tomorrow

I think the fact that Shell is making a major investment in using green hydrogen at its refinery and employing ITM to build the largest PEM Electrolyzer on the planet says it all

Green hydrogen is the ultimate end game and you only have to look at the solar and wind farm infrastructure going in at the moment to realise that green hydrogen has a great future.

The Shell project though is a massive marketing opportunity for ITM and already the last week that project is making world news.

There is definitely a place for blue hydrogen in the interim as that does help with another problem of landfill. I currently am invested in a couple of companies in that sector with Powerhouse being the star their at the moment.

It's a good idea to cover all options, but for the future green hydrogen is going to be where the reall money will be made now, ITM still looks pretty cheap at today's price for where it will eventually end up.

Don't forget they are way ahead of the game in green Hydrogen, by autumn they will have the largest electrolyzer factory in the world and they are still developing new ideas, only this week they are advertising for new recruits for the R & D section.

Let's see what the EU release today. I don't think you will see ITM sub 300p for much longer. DYOR as ever, but don't procrastinate, we could see the SP fly anytime now.

Great news. A day before EU announces its green recovery package the EU Commissioner visits ITM Shell site...............

https://audiovisual.ec.europa.eu/en/video/I-192870

I am not banking on anything positive from our government bearing in mind they are pretty useless. You even have Cummings swinging £ 100 million for carbon capture, probably has some mates in that.

If we get anything out of the government positive on Hydrogen, consider it a bonus.

There is enough going on in the world already to push the price higher in the short term and it is great that ITM's electrolyzers comply with other countries regulations.

Some good insight to the future of the Linde partnership.........

https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/itm-power-gruener-wasserstoff-schreitet-mit-erstaunlichem-tempo-voran-ceo-im-exklusiv-interview-20203498.html

Ceres is in my Hydrogen portfolio. Good backing of Bosch makes this company very attractive as Bosch are going to be doing a lot in the future with the domestic boiler market.

They are doing well today as well.

Worth you researching Ballard and Plug also if you are not already in there. Have been in both for five years now and I think they are still very good value at the moment.