Itm Power Share Discussion Threads

[grahamwales] 11/7/2023 09:14

Think all shareholders would like to see further orders bearing in mind revenue won’t be seen for a couple of years following any order.

As Dennis has said ITM have a proven product so no more pilot projects.

[moontheloon] 11/7/2023 08:54

I bet some did close yesterday. Steady important progress from itm. It'll work through. Yeah we need some order Info. It will happen.just slower than anyone expected

[skinny] 11/7/2023 08:37

I doubt it - if yesterday's reaction shows us anything, its that where as these and others in the sector had crazy valuations built on 'potential' - now what the market wants to see are firm orders - nothing else will really move the price dramatically.

[moontheloon] 11/7/2023 08:20

Think they were letting shorts close yesterday...

[gimmethefax] 10/7/2023 20:39

Inflation is about to fall "markedly", Andrew Bailey insists.

Remember he said this.


I state the exact opposite, but what do I know, I rarely wear a suit, and did not take the oath.


Who will be correct?


Pre-planned crisis "imminent", Gimme doubled down on.

Why else would we accept 'BritCoin'?, he remarked.


They 'made a mistake' the news will say.

Unaccounted for 'variables' got all up in his 'calculations', they will claim.

Probably 'Trump's fault', another will write. Brexit! It was Brexit, the stupid will yell.

'Bloody Tories', it was Thatcher! I bet!


Remember I said this.

[gimmethefax] 10/7/2023 19:17

Could be, and evidence of profitability on the sale.

But if that is the case, then part of the market is aggressively betting against that happening, which would be a huge gamble leading up to results day, surely?

Are they simply betting on ITM presenting what we are expecting, nil revenue growth, but good progress and sound implementation of 12 month plan? Is that enough to get what they want?

No idea; but I actually think it is much wider and deeper than that, can't quite put my finger on it. Maybe it is not an it, but plural.

The political and economic risks are high, a recession can quickly turn depression, especially when those who claim control of such such things are banking on it.

The reliance on subsidy is scary.

[grahamwales] 10/7/2023 18:19

Wonder if Linde/ITM are still involved


The Australian government has opened a consultation on its Hydrogen Headstart program, which aims to boost renewable hydrogen production in the country. The program, backed by a $2 billion budget, will support large-scale electrolyser deployments to accelerate Australia’s renewable hydrogen capacity.

[norbus] 10/7/2023 17:29

I think the market is looking to see orders > 300MW + to show growth to believe

[grahamwales] 10/7/2023 16:59

They will have to buy back at some point. Once orders are announced they won’t want to keep shorting.

Happy Days

[skinny] 10/7/2023 16:54

Shorts up to 4.64%.

[norbus] 10/7/2023 16:39

Read it AGAIN


772ae798d472319b1c0ad1613cfa30a6&utm_source=Campaign%20Monitor&utm_term=ITM%20Power%20launches%20German%20business%20with%20new%20facility%20to%20serve%20European%20market

The market has not appreciated the meaning or the strength of this statement.

[rovi70] 10/7/2023 15:48

AFC chaps not happy

[tenapen] 10/7/2023 15:23

CleanTech companies are wasting thier time on the FTSE / AIM markets.

The Gov and pension funds have too much riding on oil and gas to let it go.

Look to Europe is the only option.

A Good move from ITM.

[mcmather] 10/7/2023 15:08

Looks like an error release / post (no other names and sections of the agreement blank) but this appeared a little earlier:

"ITM Power : General Conditions of Purchase
Today at 14:37"

[grahamwales] 10/7/2023 11:45

Shorters holding it down whilst loading 🤔

[siddiqur] 10/7/2023 11:35

How has this news not pushed this up 20%

[grahamwales] 10/7/2023 10:39

Still think production should eventually move to Germany. Central location for all of Europe including the UK. Even if Labour get it it’s still slow going over here.

Spain could produce majority of green hydrogen to cover the whole of Europe imo.

[skinny] 10/7/2023 10:38

"The world is effectively in a race.

It is clear we are speeding towards an ever hotter and more chaotic climate future, but we do have the technologies and tools to cut our emissions.

The question now is whether we can do so rapidly enough to slow the climate juggernaut and keep the impacts of global warming within manageable boundaries."

[moontheloon] 10/7/2023 10:20

Definitely and it's important for the political distancing from UK. May spur action

[skinny] 10/7/2023 10:09

A couple of job vacancies with "Germany - new location" in the description.

A couple of years ago, this quality of announcement would have added 20% to the share price

[moontheloon] 10/7/2023 09:58

Going to be alot of delayed trades shown later imo. As unusually low volume currently