Member Info for Rocket79

If Iran US war finishes, this will rerate... Bookings will go back to normal. Undervalued at this price.

Takeover would be between 100-150p.

I am not saying the news today is not good however its Important to avoid over‑hyping:

Not all booked revenue

Not near‑term cash flow

Not guaranteed timelines

Not exclusive to ITM

Future is bright but lets not get ahead of ourselves. I hold

My buy case for ITM Power has strengthened over the past year, largely because the backdrop for green hydrogen has fundamentally changed. The war involving Iran has once again highlighted how exposed global energy markets are to geopolitical flashpoints, particularly when so much oil and gas supply still runs through the Middle East. That fragility has shifted the debate away from hydrogen being “just” about decarbonisation and towards something much more tangible: energy security and sovereignty. Governments are now backing domestic energy technologies because they need them, not just because they tick climate boxes.

This change directly benefits ITM. It’s a UK‑based electrolyser manufacturer with proven technology and, crucially, explicit government backing to scale domestic production. That support signals ITM is being treated as strategic infrastructure rather than a speculative clean‑tech play. Rising volatility in fossil‑fuel prices and supply chains also improves the relative economics of electrolysis, particularly for industrial users looking for long‑term certainty rather than exposure to gas shocks.

With an improving order book, better execution, and the rollout of its next‑generation Chronos platform targeting materially lower costs, I see ITM as increasingly well positioned for an acceleration in green hydrogen deployment driven by security, not sentiment. That, to me, creates asymmetric upside.

Just shows the potential . Now with UK government backing this has more chance of succeding. Buy and Hold imo

ITM Power are looking to produce and sell 1.5 GW of electrolysers per year, if the market kept valuing the company at its current revenue multiple, the implied share price would be approximately:

£32 per share

…about 50× higher than today — purely on a mechanical P/S‑based model. It could easily exceed 1.5 GW as previously discussed

In short No — the earlier valuation didn’t include demand for the Alpha 50, and yes — Alpha 50 demand would materially increase ITM’s revenue potential. Surpassing £32 per share

If ITM Power were producing and selling 1.5 GW of electrolysers per year, and if the market kept valuing the company at its current revenue multiple, the implied share price would be approximately:

£32 per share

…about 50× higher than today — purely on a mechanical P/S‑based model.

Doing some calculations. 6.6% of free float short is significant for an AIM stock like ITM.

14+ days‑to‑cover is very elevated, as ITM begins rising on fundamentals (Chronos progress, contract wins, orderbook updates), shorts will be forced to cover into low liquidity.

Combined with strong government backing and improving sentiment, this creates conditions where short covering can amplify any positive move.

This could easily be over 10000p per share just like RR. Just buy and hold imo

ITM Power is entering a transformational phase, making now an opportune moment for bullish investors. The company has just secured £86.5 million in government‑backed funding, including a £40 million equity investment from Great British Energy and a £46.5 million grant from the Department for Energy Security and Net Zero, providing powerful validation of its technology and long‑term commercial potential. This capital accelerates the rollout of ITM’s next‑generation Chronos electrolyser platform, which offers higher efficiency, lower costs, and a more compact footprint—a meaningful leap that strengthens ITM’s position in the rapidly expanding global hydrogen economy.

With plans for a fully automated 1‑GW UK manufacturing line, rising order momentum, and strong political tailwinds for home‑grown clean‑energy infrastructure, ITM is better positioned than ever to scale commercially and capture significant market share. For investors seeking exposure to a sector poised for long‑term structural growth, ITM Power offers a high‑conviction opportunity at a pivotal moment in its development.

ITM Power looks increasingly attractive after major announcement of £86.5m in government‑backed funding, combining a £40m equity investment from Great British Energy and a £46.5m grant from the Department for Energy Security and Net Zero. This injection of capital directly accelerates the rollout of ITM’s next‑generation Chronos electrolyser platform, which promises higher efficiency, lower costs, and a path to a 1‑GW automated manufacturing line—a major scale‑up that positions ITM to benefit from rising global hydrogen demand.

Given the scale of government backing, the long‑term commitment to UK hydrogen infrastructure, and the company’s improving cost and efficiency profile, I can see a realistic scenario where the share price could be many multiples higher—potentially even 10×—over the next three years, if execution continues and the hydrogen market expands as projected. Of course, the strategic momentum from this funding certainly strengthens the bullish case.

Webcast link from 9th April

htTps://www.youtube.com/watch?v=7QWhTUpvfSo

I think you should do some research the UK goverment just invested and are locked in for 12 months they wont be selling anytime soon. Not to mention grant from government gives an implied value of 125p.

This is going to multibag and fast. Smart money coming in

Below is a repost

ITM Power looks increasingly attractive after yesterday’s major announcement of £86.5m in government‑backed funding, combining a £40m equity investment from Great British Energy and a £46.5m grant from the Department for Energy Security and Net Zero. This injection of capital directly accelerates the rollout of ITM’s next‑generation Chronos electrolyser platform, which promises higher efficiency, lower costs, and a path to a 1‑GW automated manufacturing line—a major scale‑up that positions ITM to benefit from rising global hydrogen demand.

Given the scale of government backing, the long‑term commitment to UK hydrogen infrastructure, and the company’s improving cost and efficiency profile, I can see a realistic scenario where the share price could be many multiples higher—potentially even 10×—over the next three years, if execution continues and the hydrogen market expands as projected. The strategic momentum from this funding certainly strengthens the bullish case.

Https://www.asktraders.com/analysis/itm-power-shares-analyst-flags-positive-valuation-signal/

Worth a repost

ITM Power looks increasingly attractive after yesterday’s major announcement of £86.5m in government‑backed funding, combining a £40m equity investment from Great British Energy and a £46.5m grant from the Department for Energy Security and Net Zero. This injection of capital directly accelerates the rollout of ITM’s next‑generation Chronos electrolyser platform, which promises higher efficiency, lower costs, and a path to a 1‑GW automated manufacturing line—a major scale‑up that positions ITM to benefit from rising global hydrogen demand.

Given the scale of government backing, the long‑term commitment to UK hydrogen infrastructure, and the company’s improving cost and efficiency profile, I can see a realistic scenario where the share price could be many multiples higher—potentially even 10×—over the next three years, if execution continues and the hydrogen market expands as projected. The strategic momentum from this funding certainly strengthens the bullish case.

High quality drilling targets advanced across the Netherlands gas fields

· Drenthe V has completed all the studies, well design and modelling with the intention to drill a well in late 2026.

· Long lead items have already been acquired for the drilling at Drenthe V

· Extensive subsurface scoping exercise was completed in 2025, delivering the potential for two wells on Drenthe VI in addition to the VDW-A prospect

· Parkmead is un-hedged and so remains fully exposed to the upside from the recent increases in European gas prices

Https://www.esgtoday.com/eus-von-der-leyen-pledges-to-revise-carbon-pricing-system-introduce-e30-billion-cleantech-fund/

ITM Power (ITM:LN) is exceptionally well-positioned to benefit from this new EU funding, as the €30 billion fund is specifically designed to bridge the exact gap where ITM operates: large-scale industrial electrolysers.

​While ITM is a UK-based company, its biggest growth is currently coming from the EU—specifically Germany—making this "war-era" funding a major tailwind for them.