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This isn’t the most active chat board. I’m surprised- plug seems to generate a lot of analysis and comment generally. Is Reddit better for comment on this stock?

Any idea why10% rise today? Results have generally been associated with SP fall for plug and results only 1 week away for Q2. Expectations high for growth and trimming losses. I suspect if expectations met we’ll see a bounce. Anything short of that will be another dip.

Fauci will clearly be proven correct with time.

It may be sooner than expected…

https://www.independent.co.uk/news/uk/home-news/covid-cases-tests-coronavirus-mutation-b2384139.html

Sales of test kits up by 1/3 in last week. I expect there may be further speculative spikes in SP prior to more concrete information on trials etc late autumn.

Https://www.dailymail.co.uk/health/article-12348313/amp/Scientists-discover-mutated-Covid-variant-lurking-patient-Indonesia.html

Not the best scientific resource but potentially a story to watch.

Yesterday saw a 48% rise in SGGF. Don’t get too excited- rise was to 12c.

Ive been keeping an eye on WHO MERS sites for a while. Potentially a nightmare scenario if someone becomes infected with MERS and Covid 19 and MERS were to acquire Covid infectivity.

Https://www.imperial.ac.uk/news/245393/renewable-energy-giant-rsted-puts-rfc/amp/

I don’t think this is factored at all into current SP analysis. Power storage will be very important and ceres has significant stake plus option to buy RFC outright in 2024 ( another ICL spin off). Their technology has had a big thumbs up from Orsted.

I can answer my own question. Yes « a third 100MW » order this year. Good news.

Is this an additional order from the 2*100 mw order from RWE and Linde at Lingen?

Https://hydrogen-central.com/germany-plans-hydrogen-heating-and-mobility-strategy-update-media-report-cew/

Doubling of 2020 ambition here to at least 10GW of domestically installed electrolysis. Not sure how much of this is new but good news for fuel cell and electrolyser companies. Aligns favourably with the quotes China foreign policy and climate change.

This is copied and pasted from ITM board. Not sure what it means for other electrolyser companies.

Consolidation continuesToday 14:49

More consolidation as US power equipment and engine maker Cummins has takes 100% ownership of its electrolyser and fuel-cell subsidiary Hydrogenics, after buying out Air Liquide’s 19% stake.

https://www.hydrogeninsight.com/electrolysers/cummins-takes-100-ownership-of-hydrogen-electrolyser-subsidiary-hydrogenics-after-buying-air-liquides-19-stake/2-1-1479173

Interesting piece of news. Not sure what it means for Air liquide and other electrolyser companies.

Any thoughts? Seems unlikely to benefit ITM who have such a close relationship with Linde.

Thanks doctors

Hi Sativa. Sounds like a good plan for lots of reasons. I’m invested and holding for some meaningful news. Is there a way to register for RNSs that would allow one to look in when there is significant news and avoid the daily speculative ups and downs?

I think it was plug providing electrolysers on this one.

Interesting reading in the BMJ. Risk score may help identify those at greatest risk and therefore help target SNG towards best chance of successful trial.

https://www.bmj.com/content/381/bmj-2022-072976

I like your style savvy.

Enjoy the weekend.

Weichai have worked with CRRC before on fuel cell trucks so not sure if this is related or even Weichai fuel cells. I suspect this wasn’t ceres licensed technology used here but positive news for H2 is generally positive news for ceres.

Does anyone know the ins and outs of existing relationships with Weichai? Is ceres SOFC with Weichai stationary or mobility?

https://amp.scmp.com/news/china/science/article/3224372/china-powers-hydrogen-rail-plans-locomotive-conversion

Https://theconversation.com/were-in-another-covid-wave-but-its-not-like-the-others-206493

This is probably a reasonably balanced article from Australia on current state of play with Covid. My only major criticism is that they chose the wrong graph from the Australian govt website. Link below to source data- look at the hospitalisations and ITU cases. The graph they chose really just shows that people don’t test much any more.

What is interesting also is the perspective on other resp viral infections in the mix. This is potentially unique SNG area of possible therapeutics.

https://www.health.gov.au/health-alerts/covid-19/weekly-reporting

https://www.health.gov.au/health-alerts/covid-19/weekly-reporting

The view on relative contribution of different electrolyser technologies is very speculative and not new.

It would be worth totting up the declared technologies for H2 projects announced. My feeling is that it may look more like 60:40 PEM v alkaline but that may be my observer bias, being invested in PEM more than alkaline.

Don’t write off solid oxide electrolyser either, though I suspect given high temperatures needed it may be more suited to pink H2 or coupled with heavy industrial use where heat is needed and can be recycled.

No reply from Sky news.

Joking aside. I’ve looked at the met Forman data. I remain unconvinced.

For primary endpoint of progression to severe disease- Nil to suggest metformin favourable. Multiple secondary endpoints trawled and just this one positive. In discussion they say they applied a Bonferroni correction and still statistically significant though no data given. Groups poorly matched at baseline which would favour poor outcome for placebo.

Bottom line- interesting that Sky would run the story, interesting that published in peer reviewed journal but globally unconvincing.

SNG- pre-hospital, incredible results from 2xp2 studies. P3 in hospital strong signal of benefit but underpowered study to detect meaningful outcomes.

Biggest headwind facing SP is that Covid isn’t perceived as a problem anymore but the the need for a host directed broad spectrum, variant agnostic antiviral hasn’t gone away.

More patience needed from shareholders. Universal trial should shed a bit more light on the magnitude of this unmet need.

I don’t disagree with “de-rampers” that share is quite speculative just now. One thought is that being on a Covid trial recruiting right now when Covid isn’t causing major problems is probably not in the long term interests of SNG or shareholders. Come the fall things may be rather different so being announced in the next couple of months would be ideal and give the speculators a boost.