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Same place they got their research to short ITM 😂🫣🫣😂.

Look at their positions, clearly not declared insolvent but unless they add funds there is going to be one heck of a scramble to buy back TLW and ITM 😁😁🙄

This year for sure. Just re read NATO news if unsure / why do you think UK govt invested in ITM??

Overthinking this, it’s way way way undervalued compared to peers. Govt funding and NATO along with the cash balance and the pipeline of 20GW mean this will continue to rise for many weeks with minor ups and downs all the time, today it could easily smash 180 or might go to 150, my view is there will be a 60p up day very soon, could be today, but will happen.

Dear Risk Officer,

I shorted ITM Power because I didn’t see them becoming a serious player in hydrogen infrastructure, energy security, or industrial decarbonisation — nor sitting on £250m while the market suddenly treats them as strategically important.

From my seat: inconsistent execution, overpromising, and a balance sheet I thought would weaken, not stabilise.

So yes — we’re down tens of millions.

If this hits £3 a share, that could be hundreds of millions in profit…

…oh no, hang on — that’s for the people long ITM. We’re the ones paying for that profit.

Whoops.

Regards,Your Slightly Less Convicted Trader

Read again. This is extraordinary clarity over how much money governments will now throw at ITM and peers, shorts are literally on panic mode now, £2 will quickly become £4 and more. Replacing oil for defence with ITM based synthetic fuels, ok not replacing but ensuring available, we are talking 10s billions as military is no good without a fuel supply!

The role of electrolytic hydrogen has evolved. Today, it sits at the intersection of energy, industry and defence.

𝐅𝐢𝐫𝐬𝐭, 𝐢𝐭 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐝𝐞𝐟𝐞𝐧𝐜𝐞 𝐚𝐬 𝐦𝐮𝐜𝐡 𝐚𝐬 𝐢𝐭 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 𝐭𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧

Fossil fuel reserves across Europe would only last a few months in a serious conflict. That’s a strategic vulnerability which undermines our rearmament efforts.

Electrolytic hydrogen enables domestic, decentralised e-fuel production, strengthening defence readiness and resilience. That’s why German Rheinmetall and British ITM Power announced a strategic partnership just a week ago. Europe will need e-fuels at scale, and together, we stand ready to partner with governments to make fuel independence a reality.

Strange post!! Obviously dilution means lower price to maintain same market cap, hence why it fell!! Personally very shocked that it didn’t fall much further due to offering price..

Shorts can’t fight the government and NATO news and are playing the prisoners dilemma with each other! First out saves a little of their capital…

You have missed the run up or are short. There is no “Risk” in the contract

And it only gets worse for them, government investment and all of the recent contract wins topped with the amazing NATO collaboration worth billions over time will also lead to an avalanche of new wins as the due diligence is done for prospective customers by UK government and NATO.

Undervalued by 5x compared with peer companies and now massive push by all countries to ween themselves off Middle East oil. £2 could go today as one short will go first to avoid more pain, its prisoners dilemma for those dummies!

Don’t be so naive. You sign the agreement then you get the orders over time after the collaboration and building. Idiot!

Critical infrastructure companies have huge demand from funds that know value. This is undervalued by 4x with the govt funding, oil situation. Bloom energy is valued 5x more on same fundamentals where actually ITM is the tortoise that will win the race, certainly from here.

I see £7 within short spell. Follow what Happened to CWR as news sinks in here at ITM, today the shorts without doubt will close quickly

After this the first of them to leave will not lose 10s millions £, but the last one out will do. It’s like the prisoners dilemma for dummies 🤣🤣🤣

In US markets and often multiple days running for the undervalued gems that announce major news! This is one of them, it’s a shame UK investors don’t look at the news more than the share price at times like this. I continue to add right up till 4.30 today. Monday is where the real fun starts!400p won’t take long, it is worth 700p at least so this is just catching up with where it should be. Read last weeks news also for context!!

Or Bloom energy et al. They will come thick and fast, I expect ITM will go, unfortunately, but will be 10x from here

If one of the big shorts don’t close and this opens 300p Monday morning they will lose £200m. The risk is too high even for somebody that has to eat humble pie and admit they were wrong. UK government, German industry. NATO and new Energy independence for national security in every major economy prove this beyond any doubt. Next week I see 400p and still undervalued by factor of X

This deal and the govt investment and the move for national security oil free economies and stop focussing on a small rise today.

This isn’t the real rise today, this is just the very first day of major major re rate of a massively undervalued critical infrastructure company with £200m of cash, dozens of contracts signed and about to be signed. It is 5x undervalued compared to the same company based on Nasdaq and funds AND shorts know this. BUY HOLD and continue to hold

Always indicates wave 2 about to start. 170p will seem cheap today very soon

400p will come and go. 1000s of production sites with this one deal. It’s as big as the deal that added $20bn market cap to Bloom energy! We have added around $400m 50x less!! This has WAY WAY more to go when US investors read thru will buy today along with funds and shorts closing it will hit 200p+ today and likely 350p next week

Shorts are as trapped as any share I have ever seen. Good luck. I continue to simply add all I can buy

Keep reading that shorty 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣