The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I think we need the promised GW factory to be matched by GW scale orders for recovery.
Todays tweet that a 2mw electrolyser is en route to far east is interesting but this needs to be happening once a day to meet expectations/promises!
I think there are 3x100 MW orders on the books that we know about. Hopefully a good load of other smaller ones too.
DS is all about delivery. Any SP movement in advance of solid evidence of delivery at scale is speculation.
I agree. Bloom would be direct competitor for SOFC and SOEC but licensing model attractive for industrials wanting to pursue greener agenda and take advantage of IRA money. Conditions are tight though and may not be favourable for SOEC. Still to be finalised though.
Watch this space.
The Weichai deal was only ever for SOFC. This covers SOEC also. The first SOEC deal. I don’t think there is a significant downside here.
Next step is to start to see some revenue income from the SOFC deals already in existence. Then we will start to get a clear understanding of the road to profitability and a better understanding of the true value here.
The big picture is that hydrogen as energy carrier and green hydrogen in particular makes even more sense in light of these “black swan@ events.
Any analysis suggests that over the last 2 years the certainty of hydrogen taking off has increased and the anticipated speed of take up has increased.
The financial situation of these companies to deliver this and the market appetite for risk are the big things to have changed.
Big picture is good but it is going to be tricky to pick the winners in this field due to the uncertainty I have described.
Https://energy.economictimes.indiatimes.com/news/renewable/budget-2024-indias-budget-set-to-ignite-green-hydrogen-boom-with-strategic-fiscal-push/106848949
Ceres is ideally positioned for this. SOEC is the ideal electrolyser technology for fertiliser production and other high temperature uses as heat can be easily recycled and efficiency improved to 85% +.
In addition ceres has just delivered a 1MW electrolyser as demonstrator to shell in Bangalore.
They don’t currently have an electrolyser manufacturing partner. Perhaps an Indian manufacturer might be politic.
I totally agree. Respiratory viruses, flu and Covid in particular are rampant just now in UK hospitals.
Should get a boost to UNIVERSAL recruitment.
It seems blindingly obvious to us here that there is a major need for SNG but UNIVERSAL should provide the evidence base. It is starting to look that the P2s may follow on from UNIVERSAL. I hope I’m wrong but the next 6 weeks will be critical. Any trials will be best conducted in Winter.
Thanks. Very interesting. The science marches on and it certainly fits with synairgen’s proclaimed strategy.
All here are anxious and keen for updates from the company on how this is progressing.
Https://x.com/drericding/status/1742696166733631733?s=46&t=lUUs8mZ3DzN0LONpU_7P4w
My great frustration here is that another year passes and synairgen are nowhere to be seen. I bought in because it looked like the world needs synairgen. I don’t think that has changed and the cumulative results of ACTIV2, SPRINTER and other data eg COPD are collectively very persuasive.
Not sure if I’m missing something or if the rest of pharma is missing something. This may be a naive investment strategy. No real choice now but to sit it out.
This may not be good news for green hydrogen in China but probably good news for ITM and PEM electrolysers, which ramp up and down quickest of the 3 competing electrolyser technologies.
https://www.hydrogeninsight.com/production/problems-at-world-s-largest-existing-green-hydrogen-project-will-not-be-solved-until-late-2025-sinopec-admits/2-1-1577860
Thanks Doc. Agreed re: commentary. Dr Ding can sometimes be a bit alarmist and 10x increase f rom very low base is still not high. It’s the increase and trajectory that may be worrying. We have been here before though with variants that haven’t really broken through the immunity wall. Watch this trend though. In my mind this is the most worrying since omicron hit.
Re: masks. Universal wearing seems a far way off but in high risk situations with high risk people this may soon be sensible. With masks it is all about protecting others while protecting yourself. It is a matter of deep regret that this has become an issue of politics and freedom (individual). It really should be about common sense and respect for others in our community who may be more vulnerable.
Https://x.com/drericding/status/1733152912581316963?s=46&t=lUUs8mZ3DzN0LONpU_7P4w
There have been a few false alarms but it looks like this is for real. JN1 increasing in line with hospitalisation, ICU admissions and deaths.
Time to make sure your vaccinations are up to date and mask up in higher risk settings.
SP usually rallies a bit when Covid rises but what shareholders really need is solid news on these P2s.
It’s official, out of the FTSE250. Market is in no mood to invest in companies with a forward looking growth trajectory, that are a way from being profitable.
I suspect clearer path to profitability needed for mc to support re-inclusion.
ITMs near future hinges on being part of the European consortia, with deadlines for submissions February.
Let’s hope BREXIT politics don’t scupper that. ITMs cash position is good though, better than plugs. Plugs- decent cash runway and no debt.
Some decent orders though would help assuage investor fears. C’mon DS.
I would advise not reading anything from clean technica. This is not journalism. It’s not scientific comment. It’s just a rant, always a rant. The only interesting question with regards to clean technica lis who is paying for it? Dark money from fossil fuel corporations?