Itm Power Share Discussion Threads

[vlad the impaler] 18/2/2024 13:02

Direct fund markets sort of concur, looking outside of the above 2

[vlad the impaler] 18/2/2024 12:59

Oil and gas will be huge again after the next market crash. It's still going to be a great investment after said

Whether we like it or not

[vlad the impaler] 18/2/2024 12:58

Nuclear is probably the best way forward. Requires the least continuous resourcing and given weather predictions for the future in each country is impossible , it's the best step forward really.

[vlad the impaler] 18/2/2024 12:46

I don't doubt it at all. In fact if anything, I think it may occur faster, and a lot of it in our lifetimes...

But that fact is far removed from investing choices of today really

Bottom line

If the now trillions globally spent on experimental and possible future energy sources , was into the ones of today ..the globe would already be at net zero for half the that input

But as ever, capitalist markets, the threat had to be monetised in markets first

[moontheloon] 17/2/2024 23:04

https://www.ft.com/content/6bce7caa-79fa-442b-b218-11a9dfe30ab2

[cerrito] 17/2/2024 19:39

Just checked to see the holdings of two long time ITM shareholders.
Peter Hargreaves had 10.56pc in April 2016. His current holding is 4.49pc ie on a par with the 4.52 he had in March 2022. My sense is that the bulk of this reduction is that he has not participated in the equity raisings rather than outright selling.
In April 2017/18/19, the holding of JCB was constant at 12.4/.6pc but has reduced to its current 5.22pc, down from 7.81pc in March 2022 ie an orderly reduction.

[vlad the impaler] 16/2/2024 20:57

LIN... Southpaw

Bail

[thanatos abyss] 16/2/2024 19:51

But when or if it does, they won't be allowing much time to ponder entities

Be a rapid sell of in a fair few

[thanatos abyss] 16/2/2024 19:50

They may as well hold for now Vlad. No point selling without that crack appearing in the US , given it's so close

[vlad the impaler] 16/2/2024 19:41

Could go a lot deeper in other markets, underlying)derivatives etc but just no need. It's a simple mark without all that

[vlad the impaler] 16/2/2024 19:32

HGEN etc same boat/ time

To conclude, you need a shock event to turn it, and the institutions don't see that coming

Can still occur, but so so rare to catch them asleep

As the makers if they do get caught out, they just slam it down anyway lol, and then buy

[vlad the impaler] 16/2/2024 19:29

ITM, well, when US index goes sub the 5.45/5.39 mark, I think that's basically 29s here going to fill

Worth noting

Would expect weeks of selling post consolidation at that point

[pj84] 16/2/2024 19:22

"Skinny - 15 Feb 2024 - 09:11:51 - 31348 of 31386

Moontheloon - different slices of the same hydrogen pie.

I also hold HTWG and am watching HGEN for an entry."

Apologies as slightly off topic

Skinny don't wait too long on HGEN but just listened to today's interview with Richard Hulf I'll post more on the HGEN thread.

[thanatos abyss] 16/2/2024 19:18

New hdro lows coming so you can decide it's relativity to the Hdro index re its SP

[thanatos abyss] 16/2/2024 19:17

LIN, is it heavy into Hdro or just a small percentage of its plan?

If it's above 23% I'd knock 50% off holding today

[thanatos abyss] 16/2/2024 19:15

US hydro, can't touch below 5.78 at the mo

Record lows, will either make a base fund price in time or see if it's them around 5.78

[thanatos abyss] 16/2/2024 19:13

Can even average down this sector if so inclined. Can't an entity though. A few will go bust along the way, even if sub sector takes off one day

Etf isn't bad, I'm watching next prices for support ... Dog today but hey, always best to buy a dog at the right time

[thanatos abyss] 16/2/2024 19:11

Do ETFs? I don't mind those long term. Pay as much as the leading entity anyway or near enough, without so much risk your checking it daily for trauma pending 😂

[thanatos abyss] 16/2/2024 19:06

Haven't the patience for it personally yet have to draw it up daily over the place/countries

Something to do whilst trading

[thanatos abyss] 16/2/2024 18:58

Prices down I have, well they pretty much do same in prices above. Reduce at each phase until a good pulll back to a given price and if looks good there, all the sold stock monies go back in again

Over months like, not days

[thanatos abyss] 16/2/2024 18:57

If eeling in the up is good enough for institutions, we might as well too lol

[thanatos abyss] 16/2/2024 18:56

Fair move. Always a good idea to adjust.

[baldrick1] 16/2/2024 18:24

Top off a quarter of my holdings in LIN .with much lower average now.very comfortable holding longer term.

[thanatos abyss] 16/2/2024 15:18

True, best later