3Año·

By far my largest position in the portfolio: ITM Power


What does ITM do? ITM Power manufactures integrated hydrogen energy plants and specializes in electrolysers and hydrogen for fuel cell products.


What is the goal? The hydrogen company's goal is to capture excess energy from the power grid that can be temporarily stored as needed and then converted into clean hydrogen.


Partnership with Linde - 17.5% stake in ITM Power

In 2020, ITM Power joined forces with Linde Engineering. The focus of ITM Linde Electrolysis GmbH will be on the production of green hydrogen and the decarbonization of industry.


What do you think about this company? Or do you even have ITM in your portfolio yourself?


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Source: ITM Power



$IJ8 (-3,7 %)

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35 Comentarios

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In the depot with -40%🥸
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@TradingmitIdee ahhh crap, still convinced ?
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The importance of hydrogen will increase in the future. But it is difficult to say whether ITM is the right company for this. I'm sticking to my position and keeping a long-term eye on the whole thing.💧
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In the portfolio with almost 99% in the plus. Got in early (could have been even earlier, of course 😅). I also work with hydrogen and its value chain. The technology is currently still in its infancy and still needs to become more profitable. But it will. The key lies in the generation and storage of surplus electricity from renewable sources. If you look at hybrid energy infrastructure systems (so-called sector coupling [mobility, heat, electricity]), hydrogen is indispensable for a clean and sustainable 🌱 infrastructure. Good things take time. In this sense: Buy & Hold 🚀🔥
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@sinus_2pi Thank you Markus for your addition and your comment! 😊 My position was created from ITM's own profits, just like all the hydrogen companies (except Linde) in my portfolio, so I'm simply taking a risk. And if the company performs well in the long term, I'm in 🚀 I believe in it, just like you 😌😋
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Yes, ITM is in the portfolio first it was a small position now it has grown quite THICK on its own in PLUS Consideration partial sale 🚀🚀
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@INOT strong! 🚀 I also took some 💸 profits here and repositioned the position.
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On the watchlist, possibly soon in the portfolio, thanks for the info!
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@Zukunftsminister Thank you for your comment! And you're very welcome Andreas 😊
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Very cool company. Had it in the portfolio between 2020 and 2020, back on the watchlist after profit-taking and hopefully back in the portfolio in the future.
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@Koenigmidas sounds good! What's the reason you're still hesitating?)
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A small position in the portfolio with +63% 💪
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If hydrogen, then Linde 🤓
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@sparplanundchill can also be found in my depot 😂
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With the price gain, it looks like a typical corona crash purchase. It's clear that you're up so much. However, I would not recommend a hydrogen share at the present time. You can see what happened with Plug Power, for example.
Great for all those who found a very early entry or took their profits.
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@Marst Your assumption is wrong. The ITM position did not arise solely during the corona crash :) I also had a very large position in Plug Power in my portfolio, but I sold a large part of it as a result of the accounting fraud.
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Kicks paste
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@BuffaloBoy Don't understand your comment? 🤔
Stark 🦍
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@HeavilyBiased I agree with you. ITM is highly risky, but the stake in ITM only resulted from profit-taking by ITM itself 😬 that's why I'm relaxed about taking the risk. ✌️😬 #buyandhold as long as I'm convinced - you can follow my portfolio and my activities :)
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@Boersen_Bulle Despite your profits with ITM, this share is not a buy and hold investment for me, but merely a speculative gamble. In my eyes, it has nothing to do with a classic long-term investment.

But the returns prove the investor right ☝🏻
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@Boersen_Bulle Strong trade! Took profits, used profits and let them run. Have you thought about taking profits again? 💸 I think that's a good approach, so you've already taken out your risk
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@LangzeitaktionaerePhilipp As you said indirectly, it depends on the strategy you pursue. Of course, if you only want to make solid, long-term investments, it's not the right company to have in your portfolio. 😉 I have a long-term portfolio and a gambling portfolio. I'm happy to take the odd "risk" with this.
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@Boerse Thank you for your feedback! That's exactly how it is. A hedge is also set in case everything goes against me 😂 so far I'll just hold the position. :)
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@mc thanks 😊 sometimes it's not that easy...
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