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My take on the presentation. I'm not an extremely experienced investor and I don't have a background in energy - Hydrogen or otherwise but I'll just give my view.
I was quite disappointed with the quality of the presentation but I try to look beneath the gloss and veneer that some CEO's and team often offer up with little substance. Although the presentation was a bit rough around the edges I could see that the CEO was passionate about the product and I believe he was being honest. He said that the company has pretty much resolved the issues that lost them the Octopus deal last year but he stopped short of saying the issues had been 100% resolved. He said the opportunity to sell to Octopus in the future was still there and that the two companies were still on good terms. He said that during the modifications to resolve the issues which were with the cryogenic part of the product they were taking the opportunity to reengineer the product to simplify it and take cost out, This seems like a good plan rather than just patching things up. I think he said the issues had put the rollout of the product back about 12 months but he also said that the changes they have made will help to scale up quicker in the future. He actually said more than once that the product is over engineered so there is quite an opportunity to reduce costs going forward. He sounded passionate about building a solid company with excellent supplier and manufacturer relationships that will last. He said that the business model is to license the technology rather than manufacture themselves which will make it easier to realise revenues from overseas markets as there's no need for them to export product to customers (presumably just export parts to their manufacturing partners). He said that if one of their direct customers wanted an electrolyser in an overseas country then one of their manufacturing partners would make it on their behalf. Finally he mentioned an Irish water company that wants their product for the medical grade oxygen rather than the hydrogen to decontaminate sewage (not sure what they would do with the hydrogen) He said they are talking to others and there are many, many others worldwide (as you can imagine). If I got anything wrong please feel free to correct me or add more. I didn't take notes as I was walking the dogs!
Great to hear,
Thanks both
While the green push was taking shape back in 2019/2020 ceres and itm both hit above a billion cap, I think itm 2 billion at one point. Then we had a bear market, a war that took away the emphasis away from green for a while, among other things! These co’s will shine again imo probably not too far away
In the closing questions someone asked a cheeky one about future revenue. Understandably the answer given was a little vague, but I took it to be suggesting that 2030 revenue should be measured in billions, not millions, if the volume grows according to plan. I'd be interested what others heard. It's hard to imagine a billion+ revenue company still being a £54m market cap by then, so should be an absolute bargain down here. Funny though, the market is absolutely not pricing ANY of the hydrogen stocks for success at the moment. I sincerely hope they're all wrong and missing a massive opportunity because I'm fully loaded at the moment.
Every single presentation from companies in this sector is claiming absolute mega growth to come over the next decade, yet the market seems to be saying "No". I find it hard to believe that ALL these companies are wrong in their outlook and their manufacturing expansion plans.
I’d be very interested to hear what came from the presentation this am please…
I’ll give you my take on today’s presentation later if you’re interested. Hopefully others can provide their insight too. High risk, high reward this one I think if you’re an investor. And a slow burner which may or may not ignite (scuse the pun).
Some chunky buys been going through. 200k one there
today at 9am RNS
Will be through freetrade probably Andrew
Some ridiculously small trades… eg purchasing £3 worth of shares?
Are these genuine?
Not sure how they can be viable considering trading fees
what is it looking like?
This is a polite request to newbie Ria20. Please stop spamming this BB.
may get to 25p before investors presentation next week
CPH2, the UK-based green hydrogen technology and manufacturing company that has developed the IP-protected Membrane-Free Electrolyser ("MFE"), is pleased to announce that Chief Executive Officer, Jon Duffy and Chief Financial Officer, James Hobson will host an investor presentation via the London Stock Exchange ("LSEG") SparkLive platform on Tuesday 25th April 2023 at 09:00 BST.
Questions can be asked at any time during the live presentation.
The presentation is open to existing and potential shareholders.
Sign up for the presentation is available via the LSEG website: https://www.lsegissuerservices.com/spark/CLEANPOWERHYDROGEN/events/772df411-43bf-4b5b-8549-d576a259820b
i like it it when i am in a share ......think this is primed for a bounce back up..do you not think so Andrew000?
Why so much ramping?
See this rallying this afternoon
also point to a buy...dyor
tripple bagger if goes back to 1 year price of 60p
ceo bought in 20's a while ago
pump and dump
next week too
Have I missed something
now up 21 percent