The one stop source for breaking news, expert analysis, and podcasts on fast-moving AIM and LSE listed shares
Published 2045 days ago
My interest in alternative energy companies on AIM has seen me conclude Simec Atlantis Energy (SAE) and Powerhouse Energy (PHE) are fundamentally un-investable to me. I like the sound of RedT Energy (RED) as noted here. ITM Power (ITM) has potential - I can see some good reasons to invest.
Published 1756 days ago
I called ITM Power (ITM) a speculative buy in August 2019 at 38p. Having hit some 358p last week, that’s just off that tipsters “crack open the bubbly stuff” target of a 10 bagger tip! The company provided up a trading update on Monday – nothing stated that surprised me, but I did wonder why the update was issued. Today we know the reason – clear the decks for shocking Director share sales.
Published 1876 days ago
I called ITM Power (ITM) a speculative buy in August 2019 at 38p. My best call as a buy by some margin while writing for this site. The share price advanced to 71p by the start of the year and has now almost doubled again to 140p as I type. That is a gratifying reward for anyone who read my views and was influenced to buy only some 5 months ago. But where’s the share price going now?...
Published 885 days ago
A couple of years ago I did a podcast suggesting that the share price of ITM Power (ITM) was truly bonkers. In the mad rush to buy “green” investments it then got a bit more "truly bonkers". That is the problem with bubbles, they can just keep on expanding far longer than most folks think, defying all logic. And green energy clearly is a bubble.
Published 1621 days ago
No one’s watching o’clock (after 5pm) is well established for writers on this site. We watch. We read. Any company that publishes substantive information after this time is immediately red flagged for review. Yesterday at 17:39 ITM Power (ITM) published year to April 2020 results. It also declared a very significant 235p placing of £165 million, corner stoned by Snam S.p.a. What a dilemma!
Published 1626 days ago
Having meandered through my views on the issues Boris’s increasingly windy policy brings, let me turn to opportunities, or more to the point the paucity in many respects of the opportunities for you and I as mug punters to make money
Published 3458 days ago
If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares in ARM Holdings (ARM), IGas (IGAS), ITM Power (ITM) and setting share price targets for all three stocks
Published 1594 days ago
There can be few AIM listed companies that have been referenced in formal official UK Government policy documents, in fact I would suggest none prior to yesterday (I’m happy to be corrected if I am wrong on this point). Windy Boris published his 10 point plan for the “Green Industrial Revolution” yesterday. This is a very high level policy document (much of which I have issue with and will waffle on about in the future), not some industry review or the like. ITM Power (ITM), not only gets a mention – but a full blown highlighted “Case Study”, one of only a handful of companies…
Published 1524 days ago
One of the day’s biggest fallers in early trading is ITM Power (ITM), which was down some 20% before making a partial recovery as I type. Having followed this company’s progress over the last few years, the half year results in very many ways have simply confirmed the progress I expected. So why has the price fallen?
Published 1127 days ago
Hello Share Chasers. A company fairly prominent in the daily winners list for the past few sessions is ITM Power (ITM). It generates hydrogen. The recent share performance is with, of course, uncertainty over oil and gas supplies caused by Putin’s war. Hydrogen is an alternative fuel that doesn’t affect greenhouse warming.
Published 1551 days ago
The alternative energy sector is the broad term I use for non-oily & gassy energy listed companies. The sector has been hot all year and starts next year on some spectacular valuations. In many ways all valuations in the sector are bonkers, but which ones are most bonkers? And which companies are wearing Emperor’s new clothes? Here’s my meandering views on 6 leading contenders.
Published 3596 days ago
If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at ARM Holdings, ITM Power, Monitise.
Published 3365 days ago
In the case of ITM Power it can be seen from the daily chart that the shares have managed to bounce back above the former 2015 intraday floor at 20.2p.
Published 806 days ago
A long call with Lucian Miers has just ended. As you may know he has moved from leafy Hampshire to the grim North of Yorkshire and has blundered out for a walk only to find himself in the middle of a snowstorm. Let us pray that he makes it back safely to his new home, without the need for the local Moors rescue team to unleash the whippets. We talked of ITM Power (ITM) where the great bear has increased his short position after today’s dire warning. But is that right?Published 1153 days ago
Early this year we showed the shorted AIM shares at the start of 2022. How’s the performance (those in bold remain from 2021) as at the end of the first month?…
Published 1264 days ago
ITM Power (ITM) has advised it has raised a shedload of cash to the tune of £250 million via a placing at share price of £4. I find the detail and timing very interesting and cannot help myself questioning if this is the pre-cursor to FLOP26, ops sorry COP26, and the bursting of the green bubble.
Published 885 days ago
Hello Share Tasters. Did you watch TV news this week? Climate change, says the UN, must be taken more seriously otherwise the planet is ‘doomed.’ Not just inconvenienced, gang, but doomed. This year’s tragic changes to the weather show how awful the prospect is. We absolutely must migrate to clean forms of power. So let’s look at a company at the forefront of change, but with a share price that has fallen a lot in the last year or so.
Published 376 days ago
Describing itself as “a leader in the design and manufacture of thin, flat supercapacitors and energy management systems”, CAP-XX (CPX) has issued a “Litigation Settlement Agreement with Tesla, Inc”-titled announcement including that the terms “do not involve payments to Tesla that the board of CAP-XX considers to be material to the company”. So what about this and shares in CAP-XX currently approaching 50% higher at 0.275p in response?Published 826 days ago
So here we are a year further forward in that climate change emergency. It’s been cold recently. Very cold and we have burned shedloads of gas to keep our (and the EU’s) lights on. It’s a good job we still have some of those CCGT stations I sweated blood on to get on the bars almost 30 years ago and LNG import facilities. When the need was most – the wind stopped and the sun set. But what of the Alternative Energy listed companies who should be driving us to the up lit sunny future? I considered would be exposed as having Emperor’s new clothes? Pass them all the plant pot - more like Calendar Girls in reality.Published 1191 days ago
This time last year we were enjoying the lack of restrictions due to Covid, if only for a few days, and so much has changed over the last year. Or perhaps not. So, what has happened over the last year in the alternative energy sector. Was I right in my views that an unfrocking could occur? And what does 2022 hold for this bunch of losers?
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