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Bloom’s daily mcap fluctuations are multiples of ceres power’s total mcap. That’s how underpriced we are right now. World leading technology for which there is clearly a big and growing market. A big order like bloom has had several of for any one of our licensees and we are literally stratospheric.

I would feel cheated if a takeover came in at anything under £100 per share. I might even feel a bit aggrieved at that. Ceres power are world beaters and the endura tech addresses significant issues with SOFC. Doosan fuel cell have pretty much abandoned PAFC as far as I can tell and are all in on ceres power’s tech. Their SP is doing fairly well in the back of this and they are literally just getting started.

But yes… they always end with and click here for 6 other stocks🤣

To be fair it’s pretty balanced.

I confess to being equally invested in ceres power. It’s having a good day too. Still not yet at 2021 highs. Difficult cal re: potential of ITM v ceres power. Different technologies, different business models. When ITM goes with some GW orders (imminent) it should pop beyond 2021 highs. I’m expecting an acceleration or FIDs through this calendar year and next.

The Rhienmetal deal is potentially really huge and there may be news on German grid balancing deal plus APAC region deal soon too. 20GW funnel so definitely looking good. Certainly potential to beat ceres but it’s leading the way just now.

Agreed. Plug supply for Carlton so never in the running for this one. Good to see a decent sized FID.

As you say- dwarfed by NATO deal. Just need to hold firm. All aligned for ITM currently- I say that as a plug holder too. ITM much more secure though I think plug are going to survive and hopefully prosper too.

Odds on👍

Bloom up nearly 10% as I’m writing this. Ballard up nearly 14%. No signs of a sectoral sell off.

Https://www.reuters.com/business/energy/south-africas-coega-green-ammonia-project-picks-denmarks-topsoe-1-billion-deal-2026-05-19/

This news is just 2hrs old I believe. $1bn order for topsoe. There is a place for SOEC.

A large data centre in Edinburgh was refused planning permission because they planned to use diesel back up generators due to noise and emissions. This site has grid connectivity so fuel cells not needed for primary power source. Regulatory moves like this will provide a further tailwind for hydrogen and fuel cells as back up even when grid connection available. A few of these feeding through will be interesting 🤔

Good points. There may be clues as to speed and direction of travel with regards to existing licensees at AGM.

If anyone is able to attend AGM it would be great to report back to the board.

I think they know ITM power has the better product.

…and a fairly hefty price too. 🤔

Totally agree. I was “victim” though ultimately thankful for Grizzly attack in Ceres power. A blatant and open attempt to manipulate the share price- simultaneous publication of a critical report and a large 1% Short position which they reversed in a matter of 24 hrs. I topped up at the nadir- circa £2.30. SP was back up within 2-3 weeks and now triple the nadir.

I was astonished that this was apparently legal (still unsure) but managed to take advantage of the situation. I’m not sure what is going on here. It seems routine practice- tree shaking market makers, shorters and de-rampers here and other chat boards. Our only defence is to bet long and look at the big picture but it is disturbing.

Nice find lucky. Bodes well. ITM should be in pole position for this one and it’s massive.

17% rise overnight forecast Doosan Fuel Cell. Any ideas why such a rise? Potentially good news for us.

Totally agree long term value here. I think Bloom is a good example of how things could go though arguably they are currently overvalued but certainly I’m thinking multiples of the 2021 peak.

To get there though the next step is breaking even. The between the lines Doosan fuel cell results are a clear indication of potential break in to US market, even without a dedicated USA licensee. Delta announcement today. To get to break even we need roughly 1GW worldwide production per year. Once that is baked in any rapid growth should drive SP much, much higher. It will be a bit of a rocky ride- shorts are up to their necks and drowning. They just added to the Bloom bull case. They will add to the bull case here too. We are seeing tectonic shifts in global energy and ceres power are at the heart of that shift with the best products and a business model built for rapid scaling. Hold tight or buy.

IMO DYOR

Pretty much maintained the rise. Smart money investing in Bloom would also invest in Ceres Power.

Nice detective work Percy. If this is indeed a Shell proxy that would be an incredible validation and signal of what is to come.

Hi investorsweare

Do you have a link to these results? Very interesting. I would say it is the news we have been waiting for. Onwards and upwards.

Thanks PercyyP. Doosan should be best near term bellweather indicator for us. Any move to significantly up capacity should send us stratospheric.