Itm Power Share Discussion Threads

[book5] 22/7/2023 11:18

Friday late two big trades could be a scary tactic, nothing more

[skinny] 22/7/2023 10:55

What's not to like :-

[moontheloon] 22/7/2023 10:17

So much happening in Germany Dennis aint daft

[skinny] 22/7/2023 10:17

"O’Shea has lobbied for the government to back its £2 billion plans to convert the Rough gas storage site off the Yorkshire coast to hold hydrogen. "

[skinny] 22/7/2023 10:15

"In the long run, though, Germany has placed a hefty bet on hydrogen as the industrial fuel of the future. And in a final twist of poetic justice, Deutsche ReGas is now in talks with officials to build an array of wind-powered electrolysers that would pump “green” hydrogen into the pipes built for the defunct Nord Stream 2 terminal."

[moontheloon] 22/7/2023 10:08

Think we will get a rise to between 105-115 pre results (without further good news) I think he will announce deals ongoing as demonstrated so I don't expect any new ones in the results. Maybe there are some strange write offs/ warranty st high repayment we don't know about ....and the shorters do. I'll see how I feel but if sitting around 115 pre 27th may sell overnight... Itm full results always freak me out , hopefully this is the last nightmare one. Plenty of revenues into following years which will help, it's the margins thereafter..other green hydrogen companies showing a profit so guessing we should follow. Reduced cash burn not a big panic now...

[grahamwales] 22/7/2023 08:00

Keep buying and squeeze these shorters into submission. FCA are a toothless quango helping them even more when they should be banning short selling.

Shares in ITM Power have been on the move recently, up over 17% in the last month. This will be putting pressure on those funds with open short positions, and we’d expect some of these to be closed if the share price continues to rise

[moontheloon] 22/7/2023 07:59

And if this gulf stream stays so low... That's a lovely future for the UK... At least we will never have water shortage...

[grahamwales] 22/7/2023 03:51

Heatwaves, floods even tornadoes in Italy but who cares certainly not oil companies as long as they make record profits they will continue to influence government decisions.
Bit like a legal mafia I guess.

Climate records tumble, leaving Earth in uncharted territory - scientists

[moontheloon] 21/7/2023 23:30

Some very big after hours trades,and Increased volume day after a week of big volume... Interesting and exciting Monday and week ahead. ... Why don't they work weekends !

[moontheloon] 21/7/2023 23:25

Think we are at the stage where we could see something ground breaking like an initial GW order from the German government... Based on ambitions this would be only a small part of any policy and securing capacity is what they will be looking at... Better still from a German conglomerate

[moontheloon] 21/7/2023 23:22

Could it be more sinister as in there is an awful lot of money the oil lobby/players can throw at keeping hydrogen down as long and as much as possible and protecting their assets? That's my best guess. Other is they know something sinister. We never have a good time over results but hoping one day that will change....

[bmel] 21/7/2023 21:45

Norbus

I think the man is doing very well indeed - on two counts.

Fist - he is making huge strides in 'fixing' ITM as a manufacturing business. He knows exactly what he is doing and exactly what was required. He said so in January and has been delivering every month since.

Second - his communications on LinkedIn and occasional participation some of the chat rooms. Subtle and nuanced is his skill. Like last week - tell us about long term technical relationships and then next date tell us about a major order.

No RNS - this is how we do things at ITM now.

Todays LinkedIn is excellent - a very clear announcement that the 'new' ITM is functioning to both the production and technical quality standards required by the giga corporate customers that we are aiming to supply.

I do not know if he will pull another 100MW rabbit out of the hat on 27th - to be honest I do not think he needs to.

I wonder if he will talk about the value/volume of (qualified as credible) tenders we are now bidding for - that would be a very interesting indicator. I also wonder about what other orders have been gathered already - probably smallish but still significant. He has told us we are not going to get RNS for every 5MW order. He did not use an RNS for a 100MW order - LinkedIn will do.....

I think on 27th he is going to tell all that the significant and strategic 'problems' are now 'fixed' and that ITM is back on the stage as a serious player that can deliver what it says it can. PLUG and NEL have been announcing wins - big evidence the market demand is now tangible and financed - no more multi-giga dream projects that only exist on press releases.

I am sure he will also make a sales related announcement - not massive - but enough to assure that last week's was not a one-off and that we are back in the big game, big time, big competence and big credibility.

[bmel] 21/7/2023 21:28

Skinny - I remain intrigued by what the Helicon purpose/strategy is.

Against a background of US IRA and EU money being thrown at renewables in the context of Russian O&G and Ukraine...... who knows what clever plan they are pursuing.

Or perhaps it is not so clever and having seen how CRW and the USA H2 stocks are rising they feel they can still hold it down by upping their bet? They threw a lot of ammunition at it today - and it still went up.

We shall see soon enough. I can't believe that they are betting on a collapse on the basis of rubbish financial results that have already been well telegraphed.

Who knows - hedge funds employ lots of clever people - but clever people still make mistakes. Time will tell.

[grahamwales] 21/7/2023 20:10

Seems I’m not the only one who thinks blending then trying to unblend hydrogen in gas pipes is a stupid idea.

It’s almost as if the UK government are doing their best to stop hydrogen working in the UK.

[...]

[grahamwales] 21/7/2023 20:00

Dennis post on LinkedIn

Wonder if this was a clue to where the 100mw unit is going 😂😂😂


We’re getting into the rhythm!

[grahamwales] 21/7/2023 18:20

At some point whoever is loaning the shares will run out, unless its Linde of course.

Also whoever are loaning the shares have no intention of selling as they don't currently have them to sell.

[skinny] 21/7/2023 18:12

No - the Toplist link at the top states the same :-

[hydro4] 21/7/2023 18:03

Hey Skinny
Stockomendation has total shorts at 7.67% even without the updated Helikon plebs. Any ideas why such a different percentage? Sorry to be a bit off topic.

[hurricane99] 21/7/2023 18:00

Like that. Wasn’t expecting the first half of the RWE order to be shipped that quick.
Efficiency is obviously improving..

[skinny] 21/7/2023 17:56

Just saying.....


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[skinny] 21/7/2023 17:53

Helikon have upped their short by 0.04% to 3.31% - total shorts now 4.83% - hopefully its helikon missing the point!!!!