Member Info for vamosbien

@troublesome you are perfectly right and I apologise.

that's all I say in this matter.

Kitesurfer has done a good research. This is ı was trying to tell before to Lucky.

This account was talking gibberish in AFC board. And only posting random numbers such as yesterday:

SP will go down today 5%.

SP will go up today 3%.

He was deramping AFC every day.

Somehow the spelling improved overnight; as kitesurfer said the grammer mistakes suddenly disappeared.

Not sure how many people using this account, but one thing is constant, there is always fishing. One sentence posts, random suggestions, and there is always someone available to reply him because they know how to touch the nerves. I would only say this. Don't swallow the bait!

I was checking NEL revenues announced on Wednesday. Noticed the difference on their revenues, alkaline vs PEM business.

Revenues from contracts with customers fell nearly 44% to NOK 155 million, including a 69% drop in the alkaline electrolyser business, which saw few project milestones during the quarter. By contrast, revenue from proton exchange membrane (PEM) electrolysers rose 64%, driven by sales of containerised systems.

He is the one sticky parasite, and no shame whatsoever. Would come here next week as if nothing has happened.

I hope they announce her name! It would be significant for hydrogen world in Europe.

The chair of Germany’s National Hydrogen Council has been nominated as the country’s next economy and energy minister.

https://www.h2-view.com/story/german-hydrogen-council-chair-nominated-next-economy-and-energy-minister/2125121.article

That is the plan @Digitalis :)

Managed to do "Bed and ISA" (I was a bit scared for two days, my bank does not allow me to do this same day) and filled the half of my ISA allowance with ITM Power. Once again, I want to thank shorters to allow me to do this from rock bottom levels. I am grateful.

Dennis just shared this in LinkedIn.

It is my pleasure to represent ITM Power and the wider green hydrogen industry at the International Energy Agency (IEA) Summit on the Future of Energy Security as a Head of Delegation today. The Summit is being attended by “more than 40 ministers from countries across the globe, world leaders, and prominent industry CEOs to shape the future of energy security, seeking to build a holistic approach that meets our changing needs through energy transitions.”

Key areas of discussion include changes in demand, supply and trade of major fuels, the increasing role of electricity in energy systems, the growth of clean energy technologies and supply chains, and the availability of minerals and metals required for these technologies.

Exchange and collaboration are crucial to achieve shared goals. I am therefore delighted to participate in two roundtable discussions today between global Ministers and Industry on:

- Aligning Energy and Economic Security for All

- Securing Energy Technology Supply Chains

The Summit is hosted by the UK Government at the courtesy of Prime Minister Sir Keir Starmer and Secretary of State Ed Miliband.

Yesterday, there was a launch event for the UK-Germany Joint Feasibility Study on Hydrogen Trade at the German Embassy in London.

There is a joint study by Arup, Dena and Adelphi outlines the feasibility of and steps needed for potential future pipeline-based hydrogen trade between the UK and Germany.

See the details here:

https://www.arup.com/insights/uk-germany-joint-study-on-the-trade-of-hydrogen/

Dennis had a good comment yesterday in LinkedIn about the potential:

"A German-British hydrogen pipeline will join up the two strongest economies in Europe. Vast offshore wind to green hydrogen potential in the UK in combination with reliable molecule offtake by the German industry - such infrastructure will kickstart the hydrogen economy and accelerate project deployment by making cross-border use cases viable".

We are now above MA 50 (finally) and next target is MA 200 around 40p. Few more good news will take us there quickly.

I would then expect to move to 48-52p band which SP spent long time. Afterwards, 67-69p zone where we kept hitting several times.

Bigger contract news would smash them all with short squeeze.

Last short increase from Qube was on 2nd of April albeit small, it was around 27p. That was the time I have topped up.

About 20% loss on that particular one, make smart choices Qube!

My most favorite sentence ever in years:

ITM has been net cash generative in the second half of FY25.

We were expecting this, haven't we?:) RNS just dropped.

ITM Power is delighted to announce two positive changes to its FY25 guidance:

Revenue is now expected to be between £25.5m and £26.5m, a 30% increase compared to the midpoint of the previously announced range of £18m to £22m. This increase is due to additional contractual obligations having been fulfilled and associated revenue now recognised.

In addition, ITM has been net cash generative in the second half of FY25, and we now expect cash at the end of the financial year to be between £204m and £205m, an increase compared to our half-year cash balance, which stood at £203m. The original cash guidance, issued in August 2024, was between £160m and £175m and in January 2025, the guidance was increased to between £185m and £195m.

The adjusted EBITDA loss guidance of £32m to £36m remains unchanged.

Dennis Schulz, CEO, said, "ITM is continuing to achieve a strong revenue performance while tightly managing costs and capital expenditures. Our strong balance sheet is an important differentiator in the competitive landscape, and our contract backlog and sales pipeline have continued to grow. We remain well-positioned as customer FIDs accelerate through FY26."

I have some gossip for you:)

go to LinkedIn and see HySpeed's post two days ago. Somehow CEO of AFC offered hydrogen price, for £10/kg from next year, to Dennis and they made an argument and our Vice President involved too.

Bizarre interaction in front of everyone but good response from Dennis.

"John, I have done nothing else than EPC and gases business all my professional life in the world’s biggest gas company… and I disagree with your assumptions.

But it’s fine that you and I have different opinions. We actually should have as well, because each one of us believes in the technology our companies stand for.

Let real projects and the market decide about commercial viability.

I genuinely wish you success for your company. Irrespective of the financial comparison, we will certainly need ammonia and ammonia cracking, and we will need more than one technology to achieve industrial decarbonisation".

I know what you mean. All I'm saying I don't think he is in his right mind.

I am sorry for him. I geninuely am. I can tell, he made a huge loss in AFC that he wants us to sell our ITM shares so we can buy some AFC shares. He wants us to get worried for any reason he could find.

Some people are obsessed, they could go to the extent of deramping another hydrogen share. Imagine.

It is sad. I am hoping AFC can make some significant gains so he could go back there again, leave us alone and also more importantly keep his sanity.

HySpeed just said "We don't wait. We build" in LinkedIn. It seems things may move faster than we get used to.

One of the UK’s biggest hydrogen plays has just gone public.

Now it’s time to build.

HySpeed isn’t just a proposal — it’s a private-sector commitment to inject £6.5bn into the UK economy and create 24,300 jobs across construction, manufacturing and operations​.

Backed by FTSE 100 names and green tech pioneers, it’s a direct response to the Government’s call for clean energy leadership — and has already been welcomed in high-level discussions with DESNZ​.

The aim:

1GW of green hydrogen by 2030.

One million tonnes of CO₂ saved per year.

Supply chains anchored here in the UK.

With 50% of our gas imported and much of the tech in wind and solar sourced overseas, HySpeed is about more than carbon.

It’s about control.

British-made hydrogen for British industry.

Follow us. Join us.

I don't think news sink in yet, just for electrolyser capacity, approx. 2025 jobs expected to be created.

I mean, wow, this is huge.

Dennis shared yesterday:

ITM Power is proud to be a key member of this mega-project alongside esteemed peers like HydraB, Centrica, JCB, National Gas, Heidelberg Materials, Johnson Matthey and many others.