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Its always been a long term investment - trading is for kids - just pocket money.
Berenberg's assessment will show in the SP eventually.
The company has significantly derisked on what looks to be a successful SOEC demonstrator build to date, tech stocks in US again took a hit yesterday because of perceived poor consumer confidence, treat this as an investment rather than a trade now and wait for the sentiment to change and the profits to roll in
Really stunned and disappointed at this, we should be way above 600p today
Ceres really is a screaming buy for the long term now.
After falling back with the volatile AIM market as a result of the current economic problems, Phil is getting all the ducks lined up for a triumphant entry to the main market with mega profits just within reach now.
Answers my earlier question, shell have quickly snapped up the Ceres SOEC Demonstrator in development
"A 1MW solid-oxide demonstrator will be delivered to Shell in 2023 through the partnership.
“Given that Ceres will only launch the demonstrator in the second half of this year underlines the current appetite from energy majors to consider solid oxide within the technology mix for hydrogen production”, said Berenberg."
Berenberg points out that the potential for Ceres in the electrolyser market is hardly reflected in its market value.
The broker believes the electrolysis opportunity could be worth £150mln-200mln pa in high-margin royalty revenues to Ceres by 2035, while it can leverage 20 years of fuel cell stack development including the same IP portfolio, the same supply chain and the same manufacturing processes.
Shell also adds to Ceres’s already impressive list of blue-chip collaborations (eg Bosch, and Weichai) and, crucially, also suggests overall growth in interest for solid oxide electrolysis technology.
"Thus far, the industry has been dominated by alkaline and, more recently, proton exchange membrane technology – indeed Shell is collaborating with Thyssenkrupp and ITM Power to this extent.
“But there is increasing evidence that solid oxide is now also being considered to help deliver net-zero targets with Ceres’s peers Haldor Topsoe and Sunfire also making steady progress.
“It is worth noting that both Doosan and Bosch (Ceres’s fuel cell partners) have announced intentions to develop electrolyser businesses.”
Berenberg has a target of 1,560p against a market price of 589p, up 2.8% today."
https://www.proactiveinvestors.co.uk/companies/news/986062/ceres-power-s-partnership-with-shell-a-milestone-says-berenberg-986062.html
It always seems to be that case that even significant contract wins and technical advances that don't involve actual hard cash fail to lift the SP that much.
Its only us savvy private investors who really get it when it comes to the tech.
I am so confident this is big news that I have encouraged family and friends to invest and I don’t do that lightly. I see a run up to 700p in very short space of time and believe it will end today sharply higher from where it is now, but that part is more fun prediction than something to rely on as short term is always folly to predict.
Certainly seen as an "order" from Shell in some quarters
"Shell orders electrolyser demo from Ceres"
https://renewablesnow.com/news/shell-orders-electrolyser-demo-from-ceres-789697/
The trigger word here is 'Shell'. Anything that involves them must be good for the future hopefully.
The Bangalore technology centre is a key part of Shell?s focus on innovation and technology with the potential to provide cleaner energy solutions.
It is clear that this is the initial agreement to develop , the significanct aspect is that Ceras and Shell are now formally starting to work together and develop what could be ground breaking tech...it has to start somewhere and is another very decent step towards both parties goals.....a very decent step forward
This isn’t correct Shell will be providing investment, this deal is mega and the market will realize this.
Just to clarify, is this demonstrator in addition to or instead of the demonstrator referred to in the EOY RNS? "First-of-a-kind solid oxide electrolyser (SOEC) 1MW-scale demonstrator in build to become operational in 2022"
It looks clear that shell only provides a demo site but no money in the deal. The market has realised the rns is not as significant as we hoped
Shell and Ceres are building this partnership to utilise SOEC technology to deliver high-efficiency, low-cost green hydrogen; now widely viewed as a credible route to decarbonise hard-to-abate parts of the energy system that rely on fossil fuels today.
Shell is targeting to become a net-zero energy business by 2050, by reducing emissions from its operations and from the fuels and other energy products it sells to its customers. Ceres aims to produce hydrogen at efficiencies around 20% greater than other technologies, in the range of mid-80s to 90% efficiency where it is possible to make use of waste heat in industrial processes to drive high efficiency.
The agreement with Shell aligns with Ceres’ business strategy and provides a pathway to the commercialisation and development of new markets.
The system will be installed at Shell’s research and development technology centre in Bangalore, India, where the hydrogen will be used in industrial processes on site. The testing programme is intended to run for at least three years, forming the first stage of a collaborative relationship. The Bangalore technology centre is a key part of Shell’s focus on innovation and technology with the potential to provide cleaner energy solutions.
with respect Staffchief there is nothing unfortunate about today's initial announcement about the start of a partnership with Shell....
The rns failed to say how much Shell is investing unfortunately