Moin,

I want to invest 10,000 euros again.

I had thought about itm power $ITM (-0,59 %) as hydrogen could be the energy source of the future. Do you think it's worth it? Or do you have any other tips?

$ITM (-0,59 %) has recently made headlines:

Sales have risen by more than 50% to £26m, the loss has been slightly smaller than expected - and the coffers are bulging with over £200m. 💰

In addition, there is a record order backlog of over £130m, so demand is there. Nevertheless, the shares are still bobbing around near their lows.

Opportunities 🌱

• Hydrogen megatrend: Politically desired, technologically increasingly mature, demand is growing.
• Solid financial basis: With its cash position, ITM can continue to invest and hold out for the time being.
• Major projects: REFHYNE II, cooperation with Deutsche Bahn & Co. - real sales drivers can emerge here.
• Technological edge: Improved electrolysis technology, high quality indicators (99% success rate for factory acceptance tests).

Risks ⚠️

• Losses, losses, losses: Despite rising sales, the company remains $ITM (-0,59 %) deep in the red. Profitability? Still a long way off.
• Analysts skeptical: Some see massive share price potential, others clearly advise selling - the spread is extreme.
• Chart rather poor: Share price hangs below important marks, downward trend not broken.
• Volatility: High short ratios → violent fluctuations possible at any time.
• Competition & uncertainties: Hydrogen is a hot field, but not every company will survive in the long term.

Conclusion

$ITM (-0,59 %) is a typical "high risk, high reward" stock: lots of fantasy thanks to large-scale hydrogen projects, but also the risk that the story will not work out financially.

👉 Now the question for you:

Do you believe in the turnaround and see $ITM (-0,59 %) as an exciting bet for the future?

Or is the risk too high for you and would you rather leave it alone?

Looking forward to your opinions! 🔎📊

$ITM (-0,59 %) I bought the share ages ago and kept it because the remaining amount was really low (<€100). Now it's suddenly going up like crazy and I was almost thinking about investing €100 again for fun 😅. But I've managed to restrain myself and just keep setting my stop a little higher to get the best return with the rest.

09.07.2024 +++ Insurers with fewer claims than expected +++ Hydrogen shares with drop in sales for 2025 +++

The share prices of reinsurers Munich Re $MUV2 (+0,35 %) (+3.0%) and Hannover Re $HNR1 (+0,12 %) (+3.0%) recovered. They had recently suffered from speculation about losses following the early and severe start to the hurricane season.

In the MDAX K+S $SDF (+0,78 %) fell by 5.8 percent. Bank of America downgraded the stock by two notches to underweight from buy. However, Stifel is also negative on the share and described it as the least favored in the sector.

The US bank JPMorgan has downgraded the shares of ITM Power $ITM (-0,59 %) from "Overweight" to "Neutral" and gave them the cautionary stamp of "Negative Catalyst Watch". Analyst Patrick Jones thus pointed out the correction risks for hydrogen shares in the run-up to their financial results in mid-August on Monday evening. The expert fears that a disappointing sales forecast for 2025 will depress market expectations for the new and subsequent financial year.

Tuesday: stock market dates, economic data, quarterly figures

ex-dividend of individual stocks

Klepierre EUR 0.90

Quarterly figures / company dates Europe

07:30 OMV Trading Update 2Q

09:00 Porsche sales 2Q

Untimed: Porsche AG: Pre-Close-Call 2Q

Economic data

• 08:00 DE: Truck Toll Performance Index June
• 10:00 IT: ECB Governing Council member Panetta, video message for the General Assembly of the Banking Association
• 16:00 US: Fed Chairman Powell, Semi-Annual Hearing in the Senate Banking Committee
• No time specified:

US: Nato, Start of Nato Summit July 9-11, 2024 in Washington, D.C.

IN: Russia's President Putin, meeting with India's Prime Minister Modi (since Monday)

UK: First House of Commons meeting planned after the British general election, London

Hello everyone,

Today I would like to introduce you to my portfolio. As you probably know, it's just too much fun to expand my portfolio with new stocks. There are now a few too many, but I still can't really part with my worst-performing stocks ($NVM (-0,18 %) , $ENPH (+1,17 %) , $WAC (-0,57 %) ). I'm hoping that I'll be able to sell them in positive territory at some point, or am I on the wrong track and in your opinion should I sell at a loss and try to make up the loss with other stocks?

I have been investing since the end of 2022 and at 29 years old, I still have a long time to go. My strategy is to be as desertified as possible in sectors and to beat the market in the long term (just let me believe that it works :D), hence so many individual stocks. I want to hold these for many years (esp. $AMZN (-0,48 %) , $GOOGL (-0,81 %) , $QCOM (-0,18 %) , $MSFT (+1,69 %) , $V (-0,37 %) , $MC (+1,05 %) , $SALM (+1,35 %) ) but I'm also not too keen to pocket the profits. Are there any stocks in my portfolio that you would view critically for the next few years and would be worth considering selling? Recession and all that...

Priority is on growth, which is reasonably safe, so only a few small caps - but a few bets have to be in there :) ($AIDX (-1,89 %) , $NRX (+0,35 %) , $ITM (-0,59 %) , $F3C (-1,94 %) , $MITK (-2,56 %) ). But with rather small amounts, probably too small or what do you say?

At the same time, I would also like to claim a €900 allowance via dividends ( $BATS (+1,84 %) , $ENB (+0,7 %) , $BNPQY (+0,56 %) , $STLAM (-2,06 %) , $ENGI (+1,55 %) , $RIO (+1,52 %) ) and secure a trade or two.

Recently I have been investing 240€/m in the $XDWD (+0,45 %) and between 200 - 500€/m in individual shares (depending on what is left). Actually, I want to increase the existing shares properly now, but somehow there are always nice entry options in solid companies like $0L2T (+7,67 %) , $ZTS (-0,39 %) , $ADM (+0,67 %) , $PANW (+0,25 %) , $ENR (+4,09 %) . Help what to do? :D

And then there's also crypto $BTC (+0,76 %)
$NEAR (-0,78 %)
$ADA (-0,44 %)

And Japan, they're doing well too $4063 (+1,83 %) , $6501 (+1,9 %) , $8001 (+1,13 %)

Looking forward to your feedback and advice!

After the events of the last few months, hopefully the company will now be rebuilt and brought up to speed. However, in my opinion, it will take years. Nevertheless $ITM (-0,59 %) in a growth macrt on the way...I hold out....

What do you do?

Only for the free share at SC 😅

SL , the gain was lower than calculated by Getquin , was close to a minus 🤷🏼‍♂️

Flies out of the depot