Itm Power Share Discussion Threads

[grahamwales] 24/11/2022 11:21

Same here thought that’s what these boards were for

[gimmethefax] 24/11/2022 11:16

FWIW: I post in order to bounce information off of people, then sometimes people come back with other information, then often something new appears.

Purely to gather information for my own selfish needs.

It is a damn shame if I am the only one.

Production issues were not 'missed', we were misled by our management.

Shorters got ahead on inside information, or perhaps, better analysis and research, we are on a BB, not working in a hedge fund, we are at a disadvantage - that is why I don't, personally, mind your posts, as long as the information posted is accurate to the best of your knowledge - beyond that is heinous.

[gimmethefax] 24/11/2022 11:12

On the flip side, if this has been delivered, which I don't see why it wouldn't, then there should be little (zero) doubt that they will like what they have, which immediately opens up another 200 MW, and beyond that, RWE's ambitions for GWs.

Vlad, for your info, we sell electrolysers at roughly £500k - £800k / MW. Approximately 30% margin, cost reduction is important - we are furthest along with automation, I would say - not seen anything to oppose that thought.

Therefore, 1 GW = £500,000,000, using the lower end of the range.

Our tech is different to ALL of the other PEM manufacturers, they are limited by what they use, and I have seen that the average price of PEM is quite a bit over $1million/MW.

So, why would anyone choose ITM Power?



Gigastack, UK, is 1 GW ambition.

RWE is many GWs, AquaVentus, etc, which ITM are working with.

The list is very long for projects, but obviously, they cannot be taken as anything more than 'prospective' at this point.

The list of plants sold by Linde,ITM is also longer than many would like to think.

[vlad the impaler] 24/11/2022 11:07

You cant blame shorters. Simple fact is, they lose when wrong, as all do

You missed something here guys

And also not seeing something arriving, that none of us know (the biggest risk)

[vlad the impaler] 24/11/2022 11:05

I did answer. I post for the same reasons everyone else does. That means you too

[vlad the impaler] 24/11/2022 11:04

And once you answer that-----

Given most of you are here somewhere between 300-700, do you feel you may have not identified some risks?

What did new research show up?

[grahamwales] 24/11/2022 11:04

Vlad

So you can’t answer which is why I tend to ignore your multiple posts every day.

[vlad the impaler] 24/11/2022 11:03

One thing i never asked, and I ought to have

No such thing as risk-free investing.

And of course, you all did identify risks during research, given no such thing as risk-free

I never see them mentioned though

What risks did you identify?

[vlad the impaler] 24/11/2022 11:01

Obviously nobody looked at the numbers yet

[grahamwales] 24/11/2022 11:01

Gimme

They chose itm and Linde to build a factory which i think is very significant going forward

[vlad the impaler] 24/11/2022 10:59

Same reason as anyone. Surely you know that given you post lol

[grahamwales] 24/11/2022 10:58

Vlad

Didn’t ask you why we post want to know why you post is it that difficult to answer

[gimmethefax] 24/11/2022 10:58

Well, the Western Australian Government would choose ITM Power, over many others - they just did.



Even while there was all-time-high short interest.

[vlad the impaler] 24/11/2022 10:55

Think about why you post and everyone else. Answer there

[grahamwales] 24/11/2022 10:54

Vlad

So what do you hope to achieve when you post?

[vlad the impaler] 24/11/2022 10:53

Vlad The Impaler - 10 Nov 2022 - 17:30:44 - 23581 of 24360 ITM Power - integrated hydrogen energy systems. - ITM
Vlad The Impaler - 23 Apr 2022 - 15:45:57 - 88 of 112
Not so sure I'd stay holding sub 325. It's a longgg way down from there.

...........

Sorry graham but whats short term about that and a target of 20p?

I am probably already here longer that many of the bulls, and the pro shorters here longer than 99% of you

Also you have the problem of shares like these doing a lloyds etc

300 to 20s in a flash and down at those numbers a decade later

Nah kid, the only thing short term here, is your memory

[grahamwales] 24/11/2022 10:48

Vlad

When will you realise posters on this thread are in for the long term so you really are wasting your time trying to convince any of us to sell out. Besides even if we were to sell would make absolutely no difference to the share price lol

[vlad the impaler] 24/11/2022 10:46

We will just have to wait and see next news break. I wont convince you its a dodgy rise and you wont convince me its change

So, see y'all on the other side of that day

[vlad the impaler] 24/11/2022 10:43

I think you have news due within the next 10 market days. Just a guess

[vlad the impaler] 24/11/2022 10:42

Its a bit of a myth about shorters buying back and shares doing long term recoveries. I reckon at best only half manage that

Metro Bank etc, an example

Just because shorts exit, bar a trade, does not mean the buy side thinks its great. Very often, the bulls actually get more pessimistic

Know why?

Because shorters were the only buyers around on the way down lol

[excelsior] 24/11/2022 10:40

Come on Vlad, we both know you are having to work hard, as your time is running out!

[vlad the impaler] 24/11/2022 10:40

I also feel you are targeted here

ie it wont be allowed look like a good investment, compared to other interests

[grahamwales] 24/11/2022 10:39

Vlad

At the end of the day they traders not institutional investors. To make money they need to close lol