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Indeed Chilting. A bit early to say from a daily chart but a 15' view does suggest that CWR is levelling out: https://invst.ly/u07ho
with 1200 the nominal bottom.
Boyoback
Your third possibility - 1200-1300 flat line - sounds very likely to me - I would certainly settle for that.
Well CWR held the 1260 line at the close. Quite a tussle today, with the outcome postponed until tomorrow .....
https://invst.ly/t-kte
Although there's usually a definite 'up or down' breakout under these circumstances, there is always the third possibility - that the sp will level out in this range, ie 1200-1300. Presumably that would not be the worst outcome for most LT holders and a positive signal after the drop back of the last couple of weeks.
In light of these developments and opportunities in the segment, Global Mass Transit (GMT) is organising a virtual conference on Hydrogen-fuelled Buses and Infrastructure in Europe on February 18, 2021.
Https://cutt.ly/rlXdFDb
Boyobach
The SP did bounce of 1200 early on Friday - hence my feeling that this was the bottom, but we will see.
The market cap is £2,114m - still rather high - so you could be right, but sentiment is firing CWR.
The best news for renewable stocks could be a high oil price for the next couple of years - if it becomes economically desirable to switch to renewables, as well as desirable from a climate change perspective, then hold on to your hats - this could fly.
Yes indeed Chilting. For me, it’s an interesting play at the moment, with a narrowing price pattern (red) that could break up or down on Monday. I’m obviously thinking it might be down, similar to what happened on the 18th: https://invst.ly/tzsnn , in which case I doubt that 1200 would hold and it might retest 1100. None of which should be too much concern for LTHs, as sentiment is strong, but it might offer myself and others an attractive buy-back point after taking some profits recently.
Also
17.2.21
Novel two-polymer membrane boosts hydrogen fuel cell performance
Excited about the future prospects of this novel promising AEM, Prof. Kim says, "The polymer electrolyte membranes in our study can be applied not only to fuel cells that generate energy, but also to water electrolysis technology that produces hydrogen. Therefore, I believe this research will play a vital role in revitalizing the domestic hydrogen economy."
Perhaps that clean and green world we envision is not far away!
Https://phys.org/news/2021-02-two-polymer-membrane-boosts-hydrogen-fuel.html
SOFCs
Researchers say a better fit may be the solid-oxide fuel cell, which uses a solid ceramic material such as zirconia as the electrolyte. These devices can operate at high temperatures of about 1,000 °C. A 2-megawatt system is being installed on the Viking Energy supply ship in Norway and will be tested beginning in 2024.
In France, meanwhile, a new cruise vessel will demonstrate a 50-kW solid-oxide fuel cell system when delivered in 2022. Shipbuilder Chantiers de l’Atlantique and the Swiss line MSC Cruises are spearheading the initiative. Although the fuel cell will initially run on liquefied natural gas, it will also be compatible with ammonia, methanol, and other gaseous fuels, the partners say.
In the near term, fuel cells are expected to play only a complementary role on ships, supplying electricity for auxiliary systems and navigational equipment. If developers can scale up the technology to propel large ships and bring down manufacturing costs, fuel cells could eventually provide the least expensive way to operate ammonia vessels, says Carlo Raucci, who was a principal consultant of University Maritime Advisory Services, in London, at the time of our interview. A big container ship would need more than 60 MW of fuel-cell capacity, while a small bulk carrier might need only 2 MW, he says.
Https://spectrum.ieee.org/transportation/marine/why-the-shipping-industry-is-betting-big-on-ammonia
Boyobach
Looking at the charts you may be correct but sentiment is high, especially with regard to potential and the hydrogen link.
It looks like 1200 is the bottom and this makes the stock a strong buy for a long term hold. The stock had been dramatically overbought, hence the fall.
Sometimes you have to pay what would seem to be a high price to get a quality stock, there are still plenty of buyers out there at this level so this is a good opportunity.
CWR continues to be dominated by the downward trend (red) of the last couple of weeks,
https://invst.ly/tzcul
significantly dropping through green and potentially heading below the more established orange .
Chasing the price down, whilst it remains below the red line, does not appeal to me.
SOFCs
spearheaded by Finland
Finnish electrofuels research project gets €3.3M funding boost; VTT, Neste and partners
17 February 2021
A two-year Finnish electrofuels (E-fuel) research project aims to integrate hydrogen production through high-temperature electrolysis using a solid oxide electrolyzer cell (SOEC) with carbon dioxide sequestration and Fischer-Tropsch fuel synthesis.
Coordinated by VTT, the E-fuel research project, which is connected with the Neste Veturi Ecosystem, received €3.3 million in funding from Business Finland in January. The development work is also augmented by a group of companies of which some have their own parallel Business-Finland-funded projects. Altogether, €6 million is invested in the development of the production of e-fuels in Finland.
Https://www.greencarcongress.com/2021/02/20210217-efuels.html
While CWR fell by about 15% off recent highs, other countries view it differently....
SOFCs
France pushing ahead...
18.1.21
CEA is also one of 16 partners in the European NewSOC (Next Generation Solid Oxide Fuel Cell and Electrolysis Technology) project, which is working to improve performance, durability, and cost-competitiveness of solid oxide cells & stacks compared to state-of-the-art (SoA).
The manufacturing of solid oxide electrolyzers will occur at the Genvia gigafactory, which will be established in Béziers, Occitanie Region, France. The center for technology transfer will be located at the CEA site in Grenoble, France.
Https://www.greencarcongress.com/2021/01/20210118-genvia.html
Hydrogen fuel cells a reality
SCG chairman Maha Sinnathamby said land for the hydrogen fuel cell manufacturing plant has been set aside in Springfield City’s 40-hectare Vicinity business park. Sinnathamby said the MoU would also allow SCG and Lavo to work together to identify other renewable energy opportunities, including the integration of Lavo technology into utility scale solar farms developed in the master-planned community.
Https://www.pv-magazine.com/2021/02/22/australias-first-hydrogen-fuel-cell-factory/
It's quite oddd to me how Finland views SOEC technology as the way forward...
while here, in the UK, we drop our best fuel cell stocks by 7% (after earlier falls)
Feb 8, 2021
A new two-year e-fuel research project aims at developing integration of hydrogen production through high-temperature electrolysis using a solid oxide electrolyzer cell (SOEC) with carbon dioxide sequestration and Fischer-Tropsch fuel synthesis, aiming at a breakthrough for Finnish technology on the growing world market for synthetic fuels. Fischer-Tropsch synthesis (FTS) is the heart of the gas-to-liquid (GTL) technology as it is the process by which synthesis gas (or syngas, a mixture of carbon monoxide and hydrogen) can be converted into ultra-clean fuels and value added chemicals.
Https://splash247.com/finnish-firms-set-out-to-lead-e-fuel-race/
looks like its one into auction again cant get a quote