Itm Power Share Discussion Threads

[5barney] 31/1/2023 12:40

In my three years of investing here, this is the first update or presentation where price has risen
Has to be a good sign so I’ve waded in for a paddle and I am pleased perhaps the sun is shining

[mj10] 31/1/2023 12:38

not far to go now

[cerrito] 31/1/2023 11:40

I was pleased to see suits and ties and an in office presentation with a formal ITM backdrop.
My impression of the body language is that Andy Allen stays and note expanded role for the finance function.
Kicking myself that I did not ask about what the duties of Simon Bourne are. Given Dr Smith's involvement with R&D can understand why she is leaving the Board.
Thought Dennis came over very well.

[bjfanc] 31/1/2023 11:32

Hopefully we will stop paying customers bills, charge them right and not get involved in vanity projects.

[skinny] 31/1/2023 11:31

A bit of PR on the RWE news :-

[gimmethefax] 31/1/2023 11:23

An apology would be akin to a confession of guilt.

What ever came of the Plug Power investigation..? Ongoing?

[5barney] 31/1/2023 11:21

I liked a lot of what was said just not the dreary way it was presented
Company in trouble I wanna see the table getting slapped and some finger pointing
Linde make billions but when they lost a pile to the Russians they immediately cut 500 jobs
Now I’m not there biggest fan but they immediately posted increases with 500 less
I’m amazed there’s no job cuts here. Maybe that’s to come n then I’ll buy more

[grahamwales] 31/1/2023 11:21

Once Cooley finishes his notice period I would expect him to go as a consultant.

Perhaps the new motive CEO who may not actually now have a job can take over from Bone

[skinny] 31/1/2023 10:51

This one :-



Would you prefer something like an escaping gazelle being pulled down by a couple of cheetahs?

[grahamwales] 31/1/2023 10:44

No more treating shareholders cash like Monopoly money

[grahamwales] 31/1/2023 10:43

I liked the ship slide as was very true to how ITM have been performing.

You have to be honest with yourself and admit where the problems are in order to rectify them.

Cooley couldn’t see or accept them hence ITM were falling into a black hole

[moontheloon] 31/1/2023 10:39

What was the problem with it ?

[5barney] 31/1/2023 10:38

Dreadful. Was he bored fed up depressed disinterested or all
As for the ship does he think we need reminding
Was close to buying a few but after that I’ll pass

[markeveritt67] 31/1/2023 10:34

6/10, let's see what the next 6-12 months brings. Whoever approved the slide with a ship sinking needs to a fired today. There's ways in presenting negative news, and that ain't it!

[norbus] 31/1/2023 10:32

Impressive start for now ; more work to do ; no apology for misleading shareholders by Andy and the Chairman . No retribution re Cooley putting ITM at mortal risk. Both need to go. Good Dennis has got his right hand man on board . Honesty at last on orders and problems . The 10MW stack and 2 MW cube are sensible components . Never without risk
ITM will most likely prove its leadership of PEM .

Clearly RWE believes the ITM product is superior and ILE can deliver. That has to be good enough

[gimmethefax] 31/1/2023 10:14

Lights on.

[moontheloon] 31/1/2023 10:11

Did he say that... Didn't get to see the presentation

[secretsquirrel1] 31/1/2023 10:04

ITM now a division of Linde???

[folderboy] 31/1/2023 09:51

"Putting the house in order". Failings identified, transparency, a road map to turn things around. Having listened - pleased I hold, and haven't sold any. Will not be adding just yet though.