Member Info for WelshJake

It’s only from AI so it could be useless but it’s giving me more confidence.

No, the grant to ITM Power is highly unlikely to be axed.While Prime Minister Keir Starmer has confirmed that "non-vital" energy and road projects are being scrapped to fund the £15 billion Defence Investment Plan (DIP), the specific funding package for ITM Power remains highly protected due to several key factors:1. It is Deemed Vital for Energy SecurityThe cuts are explicitly targeting infrastructure that is "not immediately vital". Energy Secretary Ed Miliband has strongly defended funding that secures "homegrown power and rebuilding energy security". Because ITM Power's Chronos platform produces green hydrogen electrolysers, it is classified under national energy security—a sector Starmer explicitly pledged to protect with a separate 5% GDP wider security budget.2. High Strategic and Regional Job ValueThe £85–£86.5 million equity and grant package awarded to ITM Power is tied directly to creating 400 highly skilled industrial jobs in Sheffield. Axing a high-profile industrial manufacturing grant would directly undermine the government's core economic growth mission.3. Advanced Stage of Regulatory ApprovalUnlike speculative or long-term projects targeted for cuts, the subsidy for ITM Power is already in an advanced operational stage. The Department for Energy Security and Net Zero (DESNZ) has already cleared the critical hurdle of having the capital grant evaluated and approved by the UK's Subsidy Advice Unit (SAU) under the Subsidy Control Act.

Today’s GDP figs were down but construction was up 1.6%. Hopefully a good sign

GLA

Thanks for your views all. We’re all different and I feel and hope that financially I’ve made a bad decision.

But for peace of mind. Reducing was definitely right for me.

GLA

Cheers G&M. Yep too much for me to have riding on one share. However much I believe in it.

Just reduced my holdings. Taken out virtually all my initial investment and still have just under 38,500 shares.

It feels better to be here with my profits. 😊😊

GLA

My holding has gone well past the 100k mark now and I’m a small investor who is currently in a triple bagger situation.

I’m in it for the long haul as I totally believe in the company. That said I’m getting twitchy about reducing some if not all my initial stake.

And thoughts?

GLA

Digitalis

Fair comment!

Me neither

I don’t often agree with Rachel from accounts but nice to see her writng to the cabinet to instruct departments to buy British in four main sectors.

Energy being one of them.

Can only help us here 😊

GLA

Well it ended 6.8% up on the day.

Here’s hoping to a great start tomorrow.

GLA

Here’s hoping for another strong week. The price is up about 4% on Tradegate this morning.

GLA

This looks like a classic tree shake. Would not be at all surprised if there isn’t a V shaped recovery. Stay strong

DYOR

I’ve been a holder here for a few years and firmly believe in the company.

We’ve had a lot of good news in the past, which has always cemented my belief.

Today’s news feels far greater and certainly more exciting than any of the others.

Just need to get the damned shorters to buggar off now.

GLA

My apologies Basher.

I’ve just struggled to find the exact details myself.

It may have been through some Namibia court papers I’d read.

Anyway. It’s certainly good news it’s finally out of the way.

GLA

Hi Gmed, it was known about and shareholders were aware of it.

Yep. Complete over reaction in my opinion. I've just topped up.

Thanks Basher,

A very interesting article. I hope it doesn't translate to bad news for KZG.

Good luck all.

Does anyone know if the 5x 1,000,000 + trades are bugs or sell?

Cheers

I read the message boards for information and enjoyment regularly. But the tuna man used to get on my wick with his constant attempts at manifestation.

Now I just see a box saying - This message has been filtered.

And that just makes me smile now.

I suggest some others should try it 😊

GLA things moving in the right direction at least. Long may it continue

That appears to be 9 units in 6 months. That might not sound a lot but any new product needs to build up its sales.

I would have just preferred to hear Denis add that there are many more orders to come

GLA

There appears to be some positive movement this morning. Things hopefully about to happen GLA

There seems to be some action this morning, with a couple of chunky buys

GLA