Member Info for wookieemonster

Had a small(ish) stake here of approx 10k for over a year now.. . Was quite optimistic but been a drag of a drop for a while.

And I admit I’m out of the loop and not paid as much attention to recent events as I should have.

Do longer term holders feel this is a dead duck now or still one of patience? I’ll catch up with recent events shortly but always good to hear opinions,

Many thanks

Wookie

This company is the pits.

Sure thing babe xxxx thanks for caring xoxox

Rojo xxxxxxxxxxxxxxxxxxxxxx

Spicy. Let me help you a little bit as you seem like you think you know but I don’t think you do know as much as you might think.

A company, when it is both evolving and growing, and positioning itself to grow and be profitable goes through of stage of cash burn. Now the companies that fail are the ones that basically pay high salaries for empty promises.

ITMs spending is well documented to be very controlled, they are actively creating future growth products and a business model that looks promising, and importantly met with demand.

ITM isn’t drowning itself in debt, quite the opposite.

The idea is, that you choose companies at this stage that look like they have a very good chance of becoming profitable but anyone with some degree of balanced views can see that, yes you are right in the sense that ITM is still unprofitable but the market and serious investors look beyond the current situation and look toward the horizon and direction a company is going.

It’s so easy to pick at simple negatives but almost no company that is fast growing and developing is without a stage of going through cash burn of some kind. Personally I’m very impressed with the way ITM is handling itself and especially how it’s looking a few steps ahead at how it can fortify its position against future headwinds and looking to maximise potential.

Institutions saw this along time ago and invested heavily, and you can see why. I don’t think any of us are free of concerns, and ITM do need to get some of those bigger contracts in for sure. But they are showing serious efforts of doing just that.

And when they do the share price won’t be less the a pound or two I’m sure.

It’s quite simply a case of investing in companies in the higher risk stage for future benefits..

If this was simply a sure thing it would be £5-£15 already.

The question is, do you want to wait till then and not moan. Or take the risk and wait.

But you don’t strike me as an investor. More an agitator with an agenda.

2p I’m a holder of IES it’s done well recently and likely will do well, but like all solutions of this nature including ITM there are multiple pros and cons and people strive to create greener but importantly just as effective energy and storage solutions.

The reason I feel ITM, IES are so good / important is for the reasons you say, being able to either use excess or energy that cannot be sent to the grid ( and otherwise wasted ) To be able to transport energy to locations without the grid, to generate energy using surplus from wind and solar ( makes the efficiency issue void as it’s something from nothing effectively ) and most importantly, especially in cities or likewise, clean pollution free energy with minimal waste product like toxic lithium batteries etc etc.

ITM clearly know what they are doing and they’re providing a very effective and usable solution that hopefully will genuinely contribute to a better environment as well as be an effective energy solution.

"Germany's budget cuts introduce uncertainty for hydrogen policy beyond 2025 but ITM is actively countering that by securing real-world projects today, especially in Germany, and improving its financial performance. This positions them to weather policy shifts and continue growing"

"Germany’s decision to cut medium- and long-term green hydrogen budget does impose headwinds on the broader EU hydrogen market, but it does not directly undermine ITM Power—the UK-based electrolyser specialist—in the near term."

Hydropulse is also a calculated move i bet, its very strategic and really seems to highlight the fact that ITM is clearly strengthening and building the company to both brace and benefit from policy changes from changing governments and politics.

Great news and rise today, this share could easily be more than 400-450p, especially after today's news. Always said it.

The risk I suppose is funding project via dilution. But ITM have a lot of cash ( which also currently contributes to value ) but with projects coming in fast hopefully any new project will use good serviceable borrowing.

On top of this we have multiple large projects due soon, hopefully that will further bulk the value.

If they are considering this then it’s pretty clear the company is expecting great returns and more business. Seems they’ve identified a weak spot and found a practical solution that works. I doubt they would do that if they didn’t feel it would be beneficial.

Seems to me to me to be making more and more proactive steps to grow and strengthen the business.

Certainly not a day trader. Have held Bp for years.

Believe it or not this current conflict could have very real implications for shareholders and actually should be watched closely. Either to increase or decrease positions if necessary!

Also just fyi “day traders” have you seen a stock exchange? The entire market is full of day traders from a private investor with £500 to someone with hundreds of thousands per trade…

I would personally prefer peace in the Middle East and world any day. But this conflict if you have invested in any shares tbh is worth monitoring. Simple as that.

Israel accuses Iran of violating ceasefire, vows to 'respond forcefully….

It’s far from over. I’m surprised and actually quite relieved the market has just been spooked and seems to waiting for events to unfold before running around like a headless chicken. That’s actually quite surprising for the state of the market and its usual knee jerk responses.

Why do you guys continue the resident fool and idiots subject???? Moronic!!! Sectors that will be hit will be travel, consumer goods, semiconductors not energy…

Just a thought about Impact by the Hormuz Closure & Middle East Conflict..

The potential closure of the Strait of Hormuz—and the broader Middle East tensions could drive a surge in oil and gas prices, accelerating demand for alternative energy solutions like green hydrogen. ITM could benefit as governments and industries seek energy security and inevitably higher fossil fuel prices may trigger Increased hydrogen investment in the EU/UK energy security..

We might see faster policy support and more subsidies for green hydrogen projects.

May be more hype on speculative clean energy.

ITM could further see a rally on energy transition urgency, but the company obviously still needs to perform well and get things across the line.

Though a lot of private investors probably will just be spooked and not actually understand the above short term.

Just imo.

“ Oil Prices Poised to Soar After U.S. Attacks Iran Facilities”

By soar I wonder if they mean 5% or more. Agree though it’ll be interesting to see how the markets digest and reflect the POO this week.

I guess it really does depend on how Iran ( and sadly Russia ) decide to move forward from this.

Aside from great conflict I do fear terrorist actions, hijackings, bombings and unpredictable fall out from militant groups affiliated with Iran.

They will want revenge.

It happened.. As stated a few days ago, all the signs pointed towards this.

Will they shut down the SoH and cut supply lines, who knows but this is a big big deal, both short and long term for the region and possibly the world.

Just have to see how it play out.

Just being patient.

Does anyone think Linde own shares because they made a strategic choice that if ITM grows they would make an offer to buy / takeout the company?

If nuclear facilities are going to be targeted it’ll likely be in the next few days. I’m not sure if this would result in the stait being closed off especially if USA is now a force in the region. Perhaps that is their intention, the USA always seems to have its eye on foreign assets.

From my network it would appear that the USA is indeed preparing to target Iranian facilities.