Member Info for Alpha-dog

I’ve filtered spicy. I’ve no interest in anything they say as they refused to declare interest.

It’s going to be bumpy but we knew that. I’m still invested because I believe in the logic of hydrogen as a green energy store. As we progress to increased renewable production with its intermittency long term energy storage with H2 makes sense. Hard to abate fossil fuel use can also be tackled- marine fuel, possibly air fuel (either h2 aircraft or using H2 for SAF) and finally for trucks and possibly some light SUVs etc.

A big picture effort is needed to get around the short termism and clear vested interests that are evident with the energy transition.

My strong advice is to ignore/filter spicy. Anyone who refuses to declare their interests has no place on discussion forums.

Https://renewablesnow.com/news/scottishpower-halts-green-hydrogen-projects-over-tough-market-1281032/

I think the current momentum will be on the back of SOFC and AI data centre needs. Bloom is flying high on this. Ceres tech is every bit as good. The AI angle will eventually catch on for ceres and manufacturing partners. Doosan is first out of the block but manufacturing capacity limited v Bloom. Once Doosan sign some data centre deals ceres will fly.

SOEC for petrochemical industry and SOFC for marine will follow on. Patience needed.

Blocked spicytuna. I won’t engage with you but you should not call me a liar. No lies in any of my posts.

And still no explicit declaration of interest. Relentless posters should declare.

Short interest

Working on behalf of short interest

Investor

What is it spicy? Your comments can only be understood in the context of your interest.

Spicy

Can you please declare your interest here.

Shareholder

Holding a short position

Working for a company that holds a short position. I would suggest that if you don’t declare yourself the law moderator board should remove you.

Link to ceres own post

https://www.ceres.tech/newsroom/news-and-insights/ceres-selected-as-an-exemplary-case-of-europe-china-energy-cooperation/

Yes. That is the link but also posted by ceres on their own website.

This is potentially huge. Many here had thought that the Weichai deal had gone ice cold after the failure to progress the cooperation between weichai, ceres and Bosch. This is very, very interesting that it is published now.

Thanks tennents. Good to know.

Can I ask a question of tuna- ate you a shorter? I don’t think I have seen an answer to that though this has been inferred many times?

Good news with Doosan eg a high profile SOFC AI client and this stock will fly. Bloom is now pretty close to all time highs and it is the same tech. I may look to Doosan as my next stock pick. Any thoughts?

Nice find. 5mw and 300 bar sounds like ITM and with Linde as operator should be a shoe in.

I think tomorrow will be positive. Plug posted a decent set of results for Q2 earlier this week. Bizarrely SP plunged on announcement though has now bounced back and recovered those losses and more.

It’s not just ITM that has rather inexplicable sp movements. Dark forces at play? The threat to the current fossil fuel order is existential. Needless to say most of the fossil fuel companies announced big H2 plans then paired these back in what looks like a concerted effort to stifle H2.

I hope I’m not sounding too much like a conspiracy theorist. There is a decent body of work for any climate friendly investigative journalist!

Is this the first Poseidon 20 mw project? Poseidon was highlighted strongly in the RNS.

We should get a better idea tomorrow re: pathway to profitability.

🤣

Bloom is in the same tech as ceres but manufacture themselves. Bloom shares are popping and close to 2021 peak. Keep an eye. Q2 results for bloom tomorrow.

There is no logical reason that ceres should be too far behind. Once ceres license partners are able to deliver- good news on that this week- we will see a true estimate of demand and may be able to forecast revenue. Likely to be q4 at the earliest for getting royalty payments but maybe some forward guidance in the quarterlys.

Until then these ups and downs are fairly meaningless unless you fancy a flutter.

Has anyone looked at Doosan SP over the last 6 months? Up 70%.

My view is that the data centre SOFC with ceres tech is a driver. Bloom today popped again. Confidence in SOFC evident.

Same tech here as Bloom which is up 20% on further data centre collaboration.

I’m surprised Ceres isn’t up more. The shadow of Bosch still looms. I think the company that bought 3% holding (?M&G) should be feeling they got a bargain.

Bosch have read this wrong big time. A new partnership, maybe in North America would soon set this share on fire.

This is huge news. It sounds like this large project is proceeding as planned. 👍