Member Info for Sharpeye52w

I bought in at 20.7p back in January '17 and kept adding whilst it was in the 20's through to the rights issue in october '17 at 40p and have just over 100,000 shares which I am sitting on for a rainy day. I also hold Ceres and Hexagon in this sector as well as Solar Edge. I'm happy. To my mind ITM's relationship with Linde shoehorns them nicely into the German decarbonisation agenda and they could well form part of the hydrogen supply backbone which is undoubtedly coming given the extraordinary levels of investment that are being made. I'm holding longterm and whilst there has been a temptation to trade during peaks and troughs, I do not presume to be clever enough to spot them accurately, so given I am well over 1,000% up I'm happy to hold.

Because there was one sale of £1m .

BC that is predicated on producing an Ebitda of £10m this current year though

Gazza, on a board with some of the most ridiculous comments I've ever read, yours truly has to be up at the top. "Companies don't buy on potential," take it from someone who has worked in M&A all his life, that's exactly what they do, try and buy below the realizable potential. You twonk!

No, I read the whole report when it came out, it was most definitely £8.67. Nuts of course, but nevertheless

Travis61,
Simply Wall Street is an analysis site. They used to cover Eurasia and came up with a valuation in excess of £9 at some point. However, they seem to have stopped covering it now

Mine are held in HL as well but I don't have that message.

I always had this in mind given the division of Citic that was involved and the need to clarify the relationship. Now UBS are in occupying some of the space that Citic would have been in if they were purely advising. This in my mind is why you don't see them mentioned in the RNS anymore. They engaged in an advisory capacity, have understood the potential and switched into acquisition mode (check out their history on this) the offer wasn't enough for BoD to drop to their knees and other suitors appeared which required an UBS to manage the sale.

Afraid not Kirky66, that would seem to make sense but reading the allowance it is value not contributions. Daft really, but that's what it seems to be and with my recent gains on ITM, Hexagon, Kape tech and Marstons I don't have much room left. Thanks HigJW I will have a look at that.

48p. Unfortunately, anything above 25p is going to blow out my SIPP lifetime allowance and I'll be subject to 55% tax on the excess ??unless anyone has a better accountant than me and has a cunning plan!

correct

definitely China

I generally just lurk on this board as there is too much childish behaviour to be bothered with. For transparency's sake, I do hold shares. Personally, I think it would be fair to expect an update tomorrow giving reporting dates, so at least confirmation of delay in submission, but I don't honestly expect much more than that. Hopefully, I am wrong. Reading the runes, I would be expecting a conversion of value into acquisition or merger supported by this division of Citic, given its background and focus, plus the bringing in of the M&A experience to the board, otherwise what's the point. How this translates into a £ value for retail shareholders, I frankly haven't a clue!

"see no evil, hear no evil, speak no evil"

Gosh we are all a bit sensitive here are we not. Racial slurring is in your imagination not my intention;

"see no evil, hear no evil, speak no evil"

Morning all. Bought 500k of these just a week ago so not as lucky as some of you who've been in since the beginning. But nevertheless, feeling very positive. Been a very good week actually as my ITM Power shares bought at an average of 30p hit 150p this morning and Slack rebounded very strongly following the IBM announcement. Let's hope for the news we've been expecting on Eurasia keeps the momentum going!