 I'd say the LCOH produced by ITM machines is still way higher than the currently available alternative fuels. ITM claims lowest cost of green hydrogen. The Benchmark.
Therefore we can presume, at this stage, that the hydrogen produced (if being used as a replacement fuel) is a cost for the customer, and no value is actually created there, yet.
... most investors get up and leave the room at this point ...
This is what makes the business plan tricky, a gamble even.
But we know this already. We are comfortable with such insanity, are we not?! Or are we deluded?
... only the psychopaths remain in the room ...
So, ITM currently create value by other means, for example, 'we can help keep the ESG cartel off your backs for a little longer if you switch to hydrogen'. Danger!
But, if a man has a gun to your head, pretty much everything that will cause you not to die is of enormous value - I am sure you would pay the price!
So, ITM Power need to do a really good job of showing WHY a customer would choose to pay this premium, and show how this business is sustainable - even when the current politics change - which they will.
We have discussed the benefits, and the value, here, qualitatively, for years!
Only the Company can present the true investment case, quantitatively.
If this value is not presented well then I see no reason for the value of the company to increase - why would it?
We are still sitting, waiting impatiently, listening. |
The only thing I have in common is my short in ITM
That’s it!! |
Hey Moon that bloke is just talking to himself |
Why don't you barneyrisk go and use Norbus as a forum you'll get much more of a party atmosphere over there. |
Let Barnes back Skinny his time is up and he and I could give you longs a few pointers as to why you should not be involved with this |
O how the might have fallen seem to be the trend in this sector. I seem too remember was near £7 not so long ago and now 33p, pleased I didn't buy at the top as lost enough on AFC. |
It's weird how barney floats out and another identical shorting turn floats in |
Moon I can assure you I am not Barnes so please cut it out!! |
MoontheLoon would appear you have a stalker (Boney) |
large buys right on queue, getting in before update ? follow the money, up today ? |
Skinny risk1, is clearly barney |
1p already |
No news is always a time for the MMs to play games ? news soon follow the money director buying he probably believes it going up. me too |
Cheers G
This really is the gift that keeps on giving |
Well done risk2 but you will have to buy back to make that into real profit |
As Barnes said
Don’t worry plenty of back slapping do all good 👍 |
Already in profit on my short |
Trading Update
05.12.2024 |
Itm certainly not the darling of the stock market |
How does the song go, down down deeper and down lol . Warned people of this at over 120p and it continues to fall and fail to deliver . Cash is the only saving grace as the business is a bust , can't get enough revenue pure and simple imo . Sub 30p next |
Before the large UT we had three shorters , now its only Helikon holding |
Can't if it's the 6 week insider dealing rules as it's only 5 weeks since director purchases |
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