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It makes you wonder when the price drops.
With an additional 10 MW added to order at today's price of £ 800,000 per MW that is circa £ 8 million.
Just topped up at 480p, I feel like I have legally robbed someone.
Back in September 2020 ITM reported a 10 MW for the Scottish Power project .
This latest news today states a 20 MW Electrolyzer . Hopefully a revised RNS to come..........
https://www.thetimes.co.uk/article/8b812490-9ad9-11eb-a908-ec96e110073e?shareToken=4179110f7b7406b899b5dc4694bc9271
A really good read below confirming we are right to keep on putting our faith in ITM Power as well as the other Hydrogen shares some of us hold .........
https://www.rechargenews.com/energy-transition/catalytic-billion-euro-hydrogen-fund-led-by-former-air-liquide-vp-launched/2-1-993043
When you log into your HL account for the first time in the morning.
I know one day we will be above 1000p , that is what keeps me invested because that is going to make a major difference from where we are now.
I would imagine the 300p brigade will be quiet today, glad I took a few more yesterday.
Maybe off the back of the ITM video release yesterday there is a nice RNS coming. Lots of job opportunities still be advertised. This is a company going places in my view.
Just put green hydrogen in a Google news search , then do some reading of what comes up, sit back and relax , and remember we are invested in a company with the world's largest Electrolyzer factory , fully funded to expand.
Nice , I can see the £££££'s before my eyes.
Graham Cooley giving us some insight into the future of ITM and a look around the new factory .......
https://www.linkedin.com/posts/grahamcooley_itm-power-bessemer-park-the-worlds-largest-activity-6780938968050515968-pCVk
Nicely put SattelitePro.......almost poetic , but very true.
I think back to when I first had a Plasma Screen TV and paid and arm and a leg.
Now everybody has them. I believe in the future most homes will have their own Electrolyzers.
A good read Bilbs, especially as ITM have now gained access to the Japanese market as per their last RNS.
Somewhere down the line some that missed this and put the two things together will realise what a ground floor opportunity ITM Power still is.
The fact that we have toes dipped in Australia , across Europe , Japan and here in the UK as this stage of the Hydrogen economy only reinforces my conviction to remain invested over the longer term.
Not sure if we have hit the bottom yet , but 408p was too tempting to resist , so another top up.
I stick with my previous comments that this is now a minimum 5 year long term hold and with where ITM are now , fully financed for their future growth , we will look back on this past month or so as bargain basement territory.
Having been a long term holder of 6 years , you do need nerves of steel at times and the sensibility to take some profits along the way and diversify.
Good luck everyone and to those new investors in recent times , hold your nerve , I will be very surprised if we don't see the SP surface north of 600p sometime during the course of the year.
With the pipeline of contracts that ITM are involved with the RNS's will become a weekly occurrance at some stage.
At full capacity based on current rates, the manufacturing capacity is close to £ 1 billion at the new factory.
Then their is ITM Motive fuel income and service contracts.
Graham Cooley is already talking about another 2 GW factory.
Just topped up, unbelievably at 431p a share.
This will seem quite cheap in a few years I feel.
A good read.
https://www.thetimes.co.uk/article/gas-pipelines-could-switch-to-hydrogen-in-green-plans-w2qbkdfl5
Maybe people overlooked that the 100 MW future Shell expansion contact , at £ 800,000 per MW ( as per the figures in the Times article today ) that this is just one contact potentially worth £ 80 million.
Just think what will happen to the SP once this turnover starts to show in the results.
Just be patient for a little longer and we will all be rewarded.
Just my thoughts anyway.
A good read and hopefully the first of many Hydrogen projects in the UK.
https://www.gazettelive.co.uk/news/teesside-news/3m-hydrogen-transport-hub-teesside-20188577