Member Info for Alpha-dog

Https://hyaxiom.com/applications/#data-center

From hyaxiom website. Clearly marketing data centre power solutions based on ceres tech.

Https://www.bbc.co.uk/news/articles/cwy0rw5dx1ko

With a big emphasis on drones in defence spending it’s worth noting that hydrogen as a fuel source is beating Battery electric hands down and for certain types of mission eg surveillance is the clear military preference.

There has been a bit of chat here about a North American licensee but it looks as if Doosan are accessing this market via hyaxiom wholly owned subsidiary. There have been a few comments in relation to Doosan and North American market. This is probably not news, just me putting a few pieces of the existing jigsaw together. As well as Doosan, Delta, Thermax and Weichai we need to look out for news in relation to hyaxiom.

I think this truly enormous commitment will involve ceres tech via Doosan.

https://www.bbc.co.uk/news/articles/c9q2pwzngjqo

Bloom down 18% on no news. Sentiment and sheep. CP hasn’t been any exception.

I managed to buy a few at the grisly nadir. Although I believe their actions to be illegal I did benefit 🤣

Volumes very low. Seems to be plenty of blue.

I believe very undervalued currently. Some positive news from a licensee or a new licensee would be nice. Nothing substantive had happened to change the price. Fund raise over subscribed. Motive behind fund raise is interesting but I think we are still 48 months from breaking even. There should be substantial news about scale of licensee manufacturing and orders long before then so we won’t need to wait that long for true value to be clear.

IMO

Just filtered Forsythew. No need for foul language. Keep it civil people.

Https://www.hydrogeninsight.com/production/hynfra-secures-local-partner-for-1-5bn-green-hydrogen-project-in-the-philippines/2-1-2009403

https://www.gasworld.com/story/sinopec-awarded-feed-contract-for-huge-uzbekistan-e-fuels-project/2253037.article/

A couple of big projects progressing in these regions though not yet to FID.

It was just over a year ago that the we announced 300MW APAC supply deal subject to FID.

The support to get this over the line should be a mega multiple of last year given how elegantly Trump et al have demonstrated the key Strait of Hormuz vulnerability. It is the APAC region that has been hit hardest.

Bloom’s daily mcap volatility is several multiples of our total mcap.

If I were managing Bloom I would acquire some ceres power as a hedge, provided this could be done without being named.

I do think NVIDIA would be well versed to have an interest- if power supply is holding up the great 4th Industrial Revolution. They have significant partnerships with delta🤔

It is going to take time though. The market is very negative on jam tomorrow even if it is a huge jam factory.

Https://hydrogen-central.com/equinix-trials-landmark-hydrogen-power-solution-at-dublin-data-centre/#google_vignette

I think Ballard are upping their game for data centre back up power. Not direct competition for SOFC as it is really a primary power source.

I know AU is roundly derided in these forums for viewpoints but they can be a meaningful start for assessment.

I asked Claude how many months behind Bloom ceres partners were in terms of commercialisation of SOFC for data centres. The response was very reasoned and estimated at around 36 months. I think the recent 100m raise was really about an effort to bring this down. At the moment very high volatility of SP here but with the first large scale commercial order in potential for 2026 (albeit delivery time lag of 1-2 years) it could be a few months yet before we see major SP upward sustained momentum.

Interestingly Bloom seems to be weathering the current wobble better than most.

Https://seekingalpha.com/news/4606093-ballard-power-to-buy-uk-hydrogen-power-firm-geopura-in-400m-cash-and-stock-deal

This doesn’t hugely impact ceres power but may be indicative of moves from within the stationary power fuel cell market.

Https://www.autonocion.com/us/hydrogen-fuel-cell-submarine/

It’s a bit niche currently but I can see huge potential here. Submarine unmanned drones? Maybe a few of these needed around the uk and Baltic tracking activities of vessels.

Impressive distances.

Https://inspenet.com/en/news/iea-warns-of-risks-from-low-emission-hydrogen/

IEA warning of hydrogen and fertiliser shortage. Add food/fertiliser security to the already long list of buy reasons for ITM power and green hydrogen.

Https://www.autonocion.com/us/hyundai-antarctic-green-hydrogen/

Decentralised grid/H2 for the Antarctic. They also mention defence. A few PTX 50MW stations in the arctic with ITM at the core could be a strategic win?

It will be a nice poster case of what’s possible once we get the first few up and running. That has to be next move and hopefully soon-2027 maybe?

27min unpaired trades plus close to another million in buys at the end of the day- just after close. Interesting 🤔

Not sure what this means but it is big activity.

Https://goodenergy.scot/

A bit of weekend light heartedness.

15% rise fairly impressive. Still waiting for significant orders from our licensees. That is when ceres power will really take off. Turbulence between now and then. Still a little perplexed at the fund raise.

Impressive. Thanks for posting.