Member Info for Alpha-dog

Https://x.com/itmpowerplc/status/1797588991199547609?s=46&t=lUUs8mZ3DzN0LONpU_7P4w

It is on twitter too.

Although not requiring RNS I think this is significant as the first step towards selling and deploying POSEIDON units (20mw). As far as I am aware they haven’t sold any yet. From prices per mwh quoted for 5mw units any sales of this size potentially impact meaningfully to the bottom line. DS continues to execute strategy as outlined when he took the job. So far so good

Anyone know why 20% rise today? Just speculation?

Bloom has flown the last couple of days. This is in relation to their SOFC as off grid power supply and AI power needs not being met by grid electricity.

Ceres via Bosch/Doosan/ and I think Weichai have this as their core offering so I’m expecting some uplift in sentiment here. If I’m not mistaken there may be some royalty revenue in 2024 for ceres.

Https://nelhydrogen.com/press-release/nel-asa-has-signed-a-licensing-agreement-with-reliance/

Nel refining business model yo include licensing. I have been wondering if ITM might do the same. Potentially easing capital expenditure. Ceres have fully and totally embraced this model.

Thanks Jeff. Totally agree. 👍

Hi Doc,

I certainly agree that in the doomsday scenario (absolutely one possibility) you describe the clamour will be for vaccines but they will also need effective antivirals. I don’t see stockpiling of an unlicensed therapeutic like SNG in advance but it will be trialed.

What I would love to see if/when there is another pandemic is the NHS and MRC really upping their game in scale of clinical trials. It can be done.

It would be devastating to see bodies piling up again without SNG at the centre of a large scale trial.

Https://x.com/rickabright/status/1784430949104537662?s=46&t=lUUs8mZ3DzN0LONpU_7P4w

This link describes vulnerability of NAIs eg oseltamivir to certain mutations of flu virus.

Another reason why host directed antivirals need development ie SNG.

My apologies hardboy. Didn’t mean to be patronising.

Ceres license and royalties model is interesting but it does result in revenue that is very much outwith their control.

The level of anxiety in USA now several notches higher after cats, cows and other mammals catching and many dying with highly pathogenic avian H5N1. I would suggest people read Rick Bright’s twitter feed. Some posters here may recall his support for SNG as important tool for host directed anti-viral.

https://x.com/rickabright/status/1783903851889959302?s=46&t=lUUs8mZ3DzN0LONpU_7P4w

Ceres have invested heavily in SOEC electrolysers too though that tech isn’t quite as mature. Only 1 licensing agreement for SOEC- Taiwanese company? Delta.

Big difference though in strategy. Ceres are purely a technology company and license out to manufacturers, ITM are a manufacturer.

I should add that the Bosch link is the key here for todays rise in ceres SP IMO

I suspect rise is on the back of EU plan to ensure 40% of H2 equipment (electrolysers, fuel cells and everything that goes with them) are made in EU. Nel also rose well on the day but despite really positive RNS only marginal rise for ITM.

In my view this is bigger than the shell deal. JCB hygen, Weightbus all heavily invested and committed to hydrogen. Skin in the game, so to speak.

Shell on the other hand- playing all the cards, committed to no specific electrolyser technology or company and will probably make more profit if hydrogen fails to take off.

I’m surprised SP hasn’t flown with this. I think that is more to do with market sentiment than anything else. Not very forward thinking at the moment.

I think the numbers here probably give a clear path to profitability. Cash position decent. For me this makes ITM number one H2 electrolyser company.

Well done DS. Ship appears steadied. I will be looking to top up more.

Alma

https://www.ceres.tech/news/ceres-and-alma-announce-maritime-collaboration/

Thanks hy.

Bosch and Weichai have both invested heavily in ceres and the technology so I would expect some positive outcomes.

Https://news.cgtn.com/news/2024-04-15/Scholz-hails-Germany-China-hydrogen-technology-cooperation-1sOUBmv7M4g/p.html

No mention directly here of ceres power but Bosch, fuel cell and Chiba clearly includes Ceres. Just mood music but who knows when the Weichai Bosch and Ceres triangle will reconnect.

Volume is up too. Usually the number of trades is less than the number of comments on this board. I think this share may be unique in that regard.

I keep waiting for it to become a “meme” stock.

Joking aside, the scientific basis of this therapeutic is sound. UKHSA study adds power and credence to that.

I hope none of us really know when news is inbound. I think any substantial news has to be positive. No news though is difficult to interpret and if none forthcoming there is a likely of drift back in SP. I can’t see the UK HSA poster being worthy of a big re-rate in SP though I may be wrong.

Totally agree doc with your thoughts at the start of this thread. Nicely written and intelligently reasoned.

ChatGPT says it’s promising.

Https://x.com/rickabright/status/1775574461233684652?s=46&t=lUUs8mZ3DzN0LONpU_7P4w

Avian flu has been around for a while and jumped numerous species but not transmitted human to human. There does seem to be a fair amount of worry about this latest development.

Pandemic preparedness vital. Synairgen needs to get over the line.