Member Info for wookieemonster

This will move on not a news day. Smart money will be buying and catch people out I’m sure. Just re read todays RNS and the previous one..

If you can hold longer than a whale suspended on a piece of bluetack you might be rewarded ..

Yep, last update was strong so is this. 300 should be an easy target. Give it time.

Er… are you actually calling me a c*ck? Womble??? Because that would be incredibly rojo

Don’t get me wrong I’m heavily invested. Just cautiously invested as always.

I don’t think Thursday will be that great, expect it to be mediocre at best, just an update. Rather not place any expectations just yet. But there’s lots to be optimistic about with a longer term view.

We don’t have enough coming in currently, but some pretty solid signs things are moving in an ok direction.

Quite a chunky 30k order, confidence is showing

My mate thinks the queen was a lizard

A little positivity for a down day.. 

Analyst forecasts suggest a positive outlook for ITM Power’s stock:

• Average Price Target: 69.75 pence

• High Estimate: 90 pence

• Low Estimate: 59 pence

• Consensus Rating: Moderate Buy



These projections indicate that analysts expect ITM Power’s share price to surpass the 50 pence mark within the next 12 months.

Obviously getting a big contract or more will change that, directors have been buying big even with trumps looming presence. Equally as we know other factors may come into play negative and positive. But generally, outlook remains favourable.

Bias report at best.

.. the sp reflects those points, being valued at little over cash value.

Please excuse the long post but really I'm getting quite tired of the polar views and peoples failure ( especially Rick ) to have the ability to provide anything that is meaningful so for the purpose of balance.. "The election of Donald Trump as U.S. President in January 2025 has introduced significant policy shifts favoring fossil fuels and reducing support for renewable energy. Notably, President Trump declared a national energy emergency to boost oil and gas production, eased environmental restrictions, and withdrew the U.S. from the Paris Climate Agreement"

REUTERS

ITM primarily operates within the European market. While the U.S. policy changes may influence global energy dynamics, ITM Power's focus on Europe suggests that the direct impact of U.S. policies on its operations may be limited.

"However the hydrogen sector has faced challenges recently. Reports indicate a decline in share prices and project delays among U.S. and European clean hydrogen companies, attributed to lower demand, regulatory uncertainties, and investor skepticism"

FINANCIAL TIMES

"Despite these challenges, ITM Power's success will largely depend on European energy policies, market demand within the region, and the company's ability to adapt to changing market conditions. The European Union's commitment to green energy and hydrogen initiatives remains a crucial factor in ITM Power's potential for success. The European Union (EU) has demonstrated a strong commitment to hydrogen as a key component in achieving climate neutrality by 2050. The EU's hydrogen strategy, adopted in July 2020, outlines a phased approach:

2020 to 2024: Support the installation of at least 6 GW of renewable hydrogen electrolysers and the production of up to 1 million tonnes of renewable hydrogen.

2025 to 2030: Integrate hydrogen into the energy system with at least 40 GW of renewable hydrogen electrolysers and produce up to 10 million tonnes of renewable hydrogen.

2030 to 2050: Deploy renewable hydrogen technologies at large scale across all hard-to-decarbonise sectors.

To facilitate these goals, the European Clean Hydrogen Alliance has developed an investment agenda and a pipeline of over 750 projects spanning the hydrogen value chain, many set to commence by the end of 2025"

EUROPEAN COMMISSION

Despite these ambitious plans, challenges persist. The European Court of Auditors has labelled the EU's hydrogen targets as "unrealistic," citing a lack of robust analysis and the slow pace of green hydrogen adoption"

FINANCIAL TIMES

"Additionally, European electrolyser manufacturers express concerns over China's rapid expansion in the clean hydrogen market, fearing it may undermine Europe's efforts"

REUTERS

So... In Summary ITM faces challenges but asa long as the EU continues toward its current goals then we are well positioned. Also Its important to note that both the technology and policies are continuing to evolve at pace.

It's also pretty clear that the sp reflect

The good news is that he’s not a dictator, yet. He still faces opposition in government. It’s all very well saying things, but doing them is different.

Obama faced the same challenges. America is divided.

From what I can gather the consistent predictions for Bp based on oil fluctuations $60-90, global economic markets and events factored in seem to be around 500p.

Bp has taken a thrashing and looks to simply be regaining some lost ground and also become more attractive buy for dividends because of it. It’s not making any new headway or anything out of the ordinary at all. Just seems to be floating toward a more appropriate value.

Trump, is just a blip. But the markets do, in my mind react far to heavily on throw away words spilled from political influencers. Heavily due to ai algorithmic trading.

Yes, though the share price refusing to readjust after the recent acquisition attempt! Before that we could have been testing 350-400… Company needs to try and get the confidence back.

You can’t just be so naive to say it’s all going to be fossil fuels ( which is well proven to be a terrible idea long term , especialy, if you have any love for the next generations anyway… rather than your own greed ) trust science far more than politics!

And it’s also silly to assume everything will be green, maybe one day. But in our life time energy will come from multiple sources. Solar, wind, nuclear, fossil fuels, hydro, fussion, gas and coal.

Developing technologies will be the death of hydrocarbons make no mistake. ( if the world doesn’t blow itself up first )

Fussion yes, Fission not so much. Hydrogen, green energy very much will be part of future energy!! The world is moving on, even if currently in total chaos! But make no mistake, huge strides are being made to step away from hydrocarbons globally. Some of that is because in large cities want to be able to breathe in the future…

What I want to know is with china economy struggling, USA pushing for more oil and de escalation in the Middle East ( currently ) how is BP planning on making money.. oil prices likely trend is down not up. can’t help feel Bp must be becoming prey to being taken over.

Filtered . What a twit.

Would be nice to be proved wrong about our stake but must say the influence of Russian oligarch’s if and when we see some sort of peace after the invasion may have more influence than I give them credit.

I’m sure many of those will want a return to their lavish lifestyles and influence. Yet the problem is we are, with America and its allies branded enemies of Russia..

The political plays in which BP are given access to our stake there will be interesting in deed! there is quite a backlog of missed payments..

I think it’s possible you may have given the Russians a little too much credit here in this point.

Russia, invaded Ukraine, Bp has not received a single penny from its 19.7% or something like it, stake in Rosneft..

If the war ends in Ukraine Russia wont concede taken territory, if it does it will be marginal.

Bps money, investment in Rosneft is gone. The UK supplied storm shadow missiles and now is branded an unfriendly state.. Russia needs next to no excuse for finding reasons for theft on a huge scale. They of course brand it in their own twisted way to be honourable.

Even if the war is ended, the “assets” will have been liquidated. BP was incredibly stupid and naive to get involved with Russia.

Especially as they have a history of such things.

If Bp receives was to receive anything for its share, it is, in my opinion, 100/1 at best. This is Russia we’re talking about.