Itm Power Share Discussion Threads

[skinny] 16/4/2023 10:16

Its worth reading DS's posts - time @Sat 21:54,21:11,20:10 & 19:58 - particularly @21:11.

"@Sharesport: This was referencing the market in general, not specific opportunities.
If you allow me a remark on this: Many projects talked about in the green hydrogen sphere today are not (yet) real. Some refer to the industry jokingly as an “MOU industry” (Memorandum of Understanding) or “announcement industry”. Oftentimes announcements of industry players sound huge, when they are actually just early concept or feasibility studies.

ITM will not act like that under my guidance.

(It is important to me to be very clear in my communication: I come from a world where you only communicate about something when the ink under the real contract is dry.)"

[norbus] 16/4/2023 09:13

Talk about Hyzone and NKLA leaving the field.
The flashy hopefuls are falling one by one like flies.
Mr Schulz knew what was under the ITM's bonnet and looks like regaining the lead

Peel Hunt Target 200p or is it 500p ?

[skinny] 16/4/2023 07:56

But improving.....

[rougepierre] 15/4/2023 21:16

I've been readin g those sonic...absolutely amazing...why don't other CEOs do this?

I remember that Warren East, CEO of ARM Holdings used to communicate with shareholders far more than any other and it was reflected in a higher share price pro rata than peers...

Lets hope Denis has a similar effect here?

Meanwhile Cureboy, this might have something to do with the share price underperformance....?

hxxps://www.dhakatribune.com/financial-markets/2023/03/10/itm-power-is-londons-most-shorted-stock-for-good-reason

[skinny] 15/4/2023 16:58

Thanks sonic - a nice find.

"D.S.

Posts: 1

Price: 80.30

No Opinion

RE: Ask me anything / CEOToday 14:14
@Jaya321: The ITM/Linde relationship is valuable for both companies, and ITM’s preferred route to market. The bigger the projects get, the more important the EPC partner’s competence becomes in a joint setup. Still, ITM has also direct contracts with other customers.

Regarding fuel cells: I very rarely rule out strategic options. In any case, at this point in time we need to stay fully focussed on our core products and our 12-month plan.

Regarding membranes: Of course, membranes are a very important component within a stack, but there are many more which together determine stack longevity, reliability and performance. Today, however, the whole electrolyser industry is not yet matured to a degree in which one or two percent performance of any given parameter would make a relevant difference. Today it is more about maturity and robustness of technology, reliability and on-time supply."

[melegramforttongo] 15/4/2023 09:54

Unless you have solid reliable info then stick to conservative shares .
Roulette wheel gambling ends in tears more often than not .
Look what’s happened to Graham , Moon , Hurricane etc
These guys are just blindly punting and hoping.

Their retirement dreams have taken a severe blow.
State pension only = a grim end of life experience .
Are they fit enough to continue working ?

Moon could maybe write a book ?
“Investing for amateurs”

Chapter one :-

Suckered in by the ogre .

Chapter two :-

Losing rational thought

Chapter three :-

Oblivious to the facts …

Chapter four :-

It’s gone

Chapter five :-

The family have left

Chapter six :-

Brown paper bags and park benches …


And so on …

[grahamwales] 14/4/2023 18:32

ITM Power Plc Receives Favorable Approval Rating from Prestigious Analysts for its Clean Energy Solutions

[norbus] 14/4/2023 15:34

What does this say! Once the fossil cartels crumble we should be building renewables for real

Denmark looks to leave controversial energy treaty
Work is in motion to come up with a solution enabling Denmark to walk from the so-called Energy Charter Treaty, which protects fossil energy investments.

[norbus] 14/4/2023 15:31

Are you on mushrooms Cureboy? Look what they did to Harry .

[norbus] 14/4/2023 15:26

I think Mr Schulz is out for glory as well as money; He said no takeover, and he will keep his word. Yara said they learned a hell of a lot from Leuna. There were Linde Staff with YARA's when it was said. An engineer fixes a problem then the next. we should get excited having bright engineers well led by a class ex chief engineer at Linde rather than a wind bag dreaming .. Cooley missed his title. Shame!!!

[cureboy] 14/4/2023 15:18

Wouldn't say takeover is a dead cert but seen plenty of scenarios like this before where share price is battered down over time, share price is subdued for a long period and it results in a takeover. There are investment companies out there shorting stocks aggressively working on behalf of acquirers for this purpose of course. 50/50 imo. I'm in for the ride whatever.

[bmel] 14/4/2023 15:01

Must be because the sun has come out or something odd in the water

Every so often another couple of clowns show up - but we don't have to worry, its a dead cert for takeover - so no problem everything solved lol

As I said on another message Mr Schulz has a unique insight into the Linde sales pipeline - he knows what the (very highly) probable workflow is

I am with you on a steady flow of announcements, more engineering/production and then increasingly some sales, building confidence in the plant and then the market reflecting that confidence with orders

[norbus] 14/4/2023 14:55

bmel

You don't half get some weirdos over there. The take away this week after YARA is the silence . Me Schulz knows what he has under the bonnet. Why else did his Chief Engineer follow him? I think we are in for a surprise June

[bmel] 14/4/2023 14:43

Maybe you should open a new thread and have your chat there if things are too difficult for you here

[wallywoo] 14/4/2023 14:38

Nope still don't get why you don't post on an engineering BB. This is investment. Sure alternative fuels and energy are a hot topic. That is why this share could quickly motor. But techno mumbo-jumbo elsewhere, please. And more discussions on how this could make money.

[grahamwales] 14/4/2023 14:35

Germany is where ITM/Linde need to be.

Bye bye nuclear hello hydrogen


Germany bids farewell to its last nuclear plants, eyes hydrogen future

[grahamwales] 14/4/2023 14:31

Perhaps you need to read the heading on this board may give you a clue why I post he technology side.

[wallywoo] 14/4/2023 14:19

Ah, so as I expected. Not prepared to say anything from a investment perspective, but happy to criticise others that do.Your posts all seem to centre on the technology here. I am sure it is all fascinating, but shouldn't you be on an engineering BB? You can chat techno mumbo-jumbo without mentioning investment and return??? They like that, but here let's talk money!!!

[grahamwales] 14/4/2023 13:56

When have I said I know it all 😂

[wallywoo] 14/4/2023 13:44

So you seem to know it all Graham. Seem very keen to critique others, but offer nothing yourself? Care to divulge? When did you buy (have you yet), what price? What's your target?

[grahamwales] 14/4/2023 13:36

Keep reading those tea leaves

[wallywoo] 14/4/2023 13:31

Lol the market influences the share price, but it follows patterns and traders all jump off and on with the pattern. You need to read a technical analysis book or 2.I am completely black and white. Say when I buy, say when I sell. And why. The recent down trend looks to have broken upwards. That is significant and expect momentum traders to jump on board.

[wallywoo] 14/4/2023 13:19

Lol, I bgt at 76p. If you go back to my first post this morning, I said I had bgt. The share price was 76p at that time. You guys really are cynic's!!!Anyway, 85% of the time when itm gives a nice white candle like today, the share price has a stonking time the next rolling day. So roll on Monday!!