Member Info for wookieemonster

I’m of the mind set fair value with current shares in issue we could potentially see 7-10-15p. Significant upside. This isn’t on many radars yet. But when it gets more attention and we get closer to first gas and people start seeing the size of the assets and the pathways to monetisation, it should gain traction quickly.

This isn’t an explorer, this is proven reserves ( and possibly more still to come ) and infrastructure has begun being put in place.

Who knows.., but, with a fair wind, don’t think we are even beginning to be close to what this is on track to being worth.

Correct the FCA is about as useful as thorn underpants at a sliding competition.

That has to be flagged up with the FCA surely for insider trading. Far too coincidental.

No I don’t think so, it’s still an ok deal, fair even, the previous sale price was pretty good. And the sale is still happening.

15-20% probably the effect with some short term sentiment swings but all Jmat still strong enough imo.

It’s not ideal dropping the price , but it’s not that bad either. It is what it is. Still a huge sum being returned to shareholders.

Why a 4 lane road being constructed then.. the two mines are in the same area, same zone!?

Why are you such a berk Rojo?

It’s the opposite of Stuck!! It’s steadily been getting better weekly for ages now. For someone who lurks here constantly even you can see the steady rise. Look at the chart. That’s a not a stuck chart….

One things for sure they will struggle if we continue to get FIDs and new orders.

Can’t be long until we start to get first Hydropulse news and Chronos updates!

I actually think the shorts are here still because they’re committed, if they sell or show signs of selling then the stock will outrun them..

ITM has a secure order book and cash runway of let’s say conservatively 3-4 years with no orders.

The shorts continue to hold positions as we confirm new orders and opportunities. If they sell them the price will gallop but they are making money on the dips.

I might be completely wrong but it seems we are keep getting locked into ranges as they are selling on dips to counter their position. If they can sell enough before any large rise they won’t take as much or any hit..

The shorts here can’t simply exit as the price would rocket. Well so it seems, happy to be informed otherwise.

Shorts think after the FID this will drop. What the shorts cant predict or know is when the other FIDs or contracts come in out the blue. Chronos / Hydropulse could arrive any day, Computer learning / algorithms etc only look at the past. Traders do whatever, bigger picture is what matters.

"Patience"

Any ideas of what price per share?

Who knows but i agree Bilbo. USA is not our market, the same way the EU is not Chinas market. Distribution and transportation costs are significant. As is support and servicing. This is why we have a facility in Europe, so we can deploy and service systems there. And importantly, i assume, to have spare parts available for rapid deployment if needed. BUT If we can consider sending systems to Australia and Asia then we can certainly consider the USA!

If the system is rented out, then they shouldn’t have to pay import duty and if the gas is produced and created in USA it’s not being imported so it shouldn’t have any tarrifs applied?.

The gas would be sold in USA and ITM would simply be paid for it In the UK so should only be subject to Uk tax..?

There’s also the question of itm if absorbs delivery and transportation or if it’s all included in the Hydropulse model.

Interesting though if it does seem to create a potential grey area.

Would not worry, share has fallen 30% since the very optimistic site visit, and since then we've only improved our position!.. short term sp does not reflect the company imo. Lots of things going on.

Been watching this for maybe a decade… seems like we really are at the most genuinely pivotal moment and physically now on our way from turning a proven asset into cash generation.

10p feasible just up to first gas.. then who k owns what it could reach with a fair wind.

Understandable. Who’s to say really, but this seems to me to have far better upside potential and much more grounded fundamentals.

My thoughts is this share is an absolute dog of the highest order.

I'll tell you Three things.

1) If there's a placing, it's nearly, if not always, reaches the placing price.. regardless.

2) These days shares have their biggest moves on non news days.. The MMs just know that rainbow chasers and short term traders are easy pickings to rinse out of money and shares.

3) fundamentals win in the end, If the mine is to go into production then the share price would rerate to 100-250p in weeks. Simple valuation / shares in issue..

This share depends on that mine being approved. The current SP is not based on that.. so it's vulnerable as it's all hypothetical even with BNP winning. There is no value unless the asset is actionable. A share price of 8-10p is not in anyway reflective of the value if this goes ahead...

Great steps for sure, but the real deal has not yet happened, so expect the wild west until then :) Happy to hold and see what happens as ever.

10p before first gas, all connected / ready to go!?..

Haha. Yes Jacob that’s certainly included in all my correspondence as well. :) excellent investor relations though.

They do seem quietly confident but do not give anything away, all while whilst watching gung ho competitors being picked off one by one… ITM is appears to be focusing on efficiency & quality and financial stability, not making false promises. As others fail ITM just gets stronger, seems to be the underlying message.

( Hope so any way )