Just Sharing my take6 Nov 2025 12:45
I just cut and paste what I wrote on ii as someone wants a quick take in Ceres. Thought I share it here although most if you are well tuned in to what’s happening.
Ceres is going up and up for good reason, they’re at the heart of AI energy needs at the right time and place as they say. Next year they will go positive and show profit. Their cash deposits are strong and no dilution needed as they’ve said. The share float obviously make movements volatile but having traded them 3 years, I am very bullish for their future. Since the news from Doosan South Korea and now agreement signed with the Chinese Weichai, all positive, the playing field has strengthened. Just like many AI related companies, the share price is going to go up until the bubble bursts. I traded the age of the internet Bubble in the 90’s and it was similar. The city is now behind us, a fund is on board as is the Welsh wizard ( Richard Grifts) we are getting recognition and the ftse250 index holders are filling their boots. Long may it continue. Just look at Bloom in the US, the sky is the limit but unlike Bloom, Ceres doesn’t carry the costs that the latter do. Unless there’s a world catastrophe, for now the sky is the limit for Ceres imho.