Itm Power Share Discussion Threads

[grahamwales] 21/7/2023 14:55

htTos://www.gtai.de/en/invest/industries/energy/british-hydrogen-company-expands-to-germany-1020444

[grahamwales] 21/7/2023 14:53

News of expansion in Germany

[grahamwales] 21/7/2023 14:41

CWR going well as ITM.

M CAP £200k above that of ITM which when you look at both should be in a par so long way to go for ITM at the moment catching up.

[grahamwales] 21/7/2023 14:39

In response to gimme post.

Dennis has already made cuts where necessary which probably won’t show in these results but will be significant going forward

As for political problems. I don’t any slowing down if hydrogen incentives in Germany or Europe. The uk with the current government is going nowhere but ITM are not relying on the UK.

Have seen another companies 1mw unit which is twice the size of ITM 2mw unit. Which suggests ITM are well ahead of the competition.

[gimmethefax] 21/7/2023 14:11

I'm sure the wise will wait; post-update they will share their wisdom.

[gimmethefax] 21/7/2023 13:59

Well good for you, that man has taught me a lot too.


ITM specific, blindly assuming the economy isn't changing:

24 Yara + 24 Leuna + 4 lingen + 200 + 100 MW = ? £ 170m to 282m revenue ? (£500k to 800k / MW assumed)

That is decent revenue - realised by 2025/26 latest, not considering any additional future sales?

£90 million burn / year, may increase, may decrease..?

I don't think it is certain that ITM will run out of cash, at all, I actually think we could make a profit, easily, but that idea is presumptious and we have no idea on costs or prices anymore.

Awaiting strategy.


Looking at things from a more realistic approach,
.. wider problems, out of the control of ITM, are risks that I do include at the top of my list.

1) Economical
2) Political
3) Socio/Cultural

People don't like what I say, so maybe someone else can share a glance at their risk assessment..?

Or, do we just have Faith?

[albert35911] 21/7/2023 13:43

Just read norbus nothing else needed,I couldn’t find the stuff he does.

[gimmethefax] 21/7/2023 13:24

Why?

...and do you mean the share or the company? Always beneficial to define exactly what we mean.

Could you expand on your opinion a little?

We are currently in a debate about whether it is a good company or not - I believe it is.

Economically speaking, ....well..., I won't go on - it is no longer welcomed talk.

Which is strange, to say the least, considering it is probbably the only thing that matters, for the company and the share price, in my humble opinion, but we can all be wrong.

So, further analyses always encouraged.

[grahamwales] 21/7/2023 13:07

Hydrogen powers EV charging and site battery at UK construction expo

[skinny] 21/7/2023 13:06

27 trades so far today of 25k or larger, including one @500,000. and one @780,975.

[albert35911] 21/7/2023 12:27

Good share is this,with much to come surely.

[moontheloon] 21/7/2023 12:12

Big volume day... See how it finishes before the weekend. And the culmination of a great week for patient holders

[moontheloon] 21/7/2023 12:08

It could be possible the secret 100mw order was direct from the German government. Be nice If it wasnt shell as then that's another new line of orders and 100mw

[moontheloon] 21/7/2023 12:05

Not really this isn't short term . Big trades were actually coming in. Not seen you here before maybe fly by night... yourself don't lump me into your trading. You won't be here long

[talldarkslim] 21/7/2023 11:59

The most important part of the results will be the outlook and order book

[maxplus2] 21/7/2023 11:46

I know you're are trying to maximise profit, really no need to hype. It's the market who dictates in the end

[moontheloon] 21/7/2023 11:41

Big trades coming in.

[moontheloon] 21/7/2023 11:40

Don't miss the hockey stick baldo

[baldrick1] 21/7/2023 11:37

We'll see moonstone I'm more inclined to trust myself and crystal ball;))

[moontheloon] 21/7/2023 11:01

May I direct you to the last update RNS giving current stats based on priced in guidance (priced in prior to 100mw additional deal and German headquarters hub) not much downside potential there .

[baldrick1] 21/7/2023 10:43

Results will show minimal income and higher costs.

[moontheloon] 21/7/2023 10:35

This could start moving fast (er) at any moment... Catch a lot of shorts out even more then , and more panic. More rise

[grahamwales] 21/7/2023 10:27

10k buyer still loading up.

[baldrick1] 21/7/2023 10:24

Yes..Next results date

[moontheloon] 21/7/2023 10:18

They know they're at great risk of getting greatly frazzled greedy short fingers. This is lovely.