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Totally agree. The SP is currently sitting in the range it was trading when Dennis took over. We were a bit of a mess then. Totally transformed. Everything breakofdawn has mentioned plus Chronos. We were already pick of the bunch. With chronos on the way- more efficient, less expensive and easier manufacturing…..,

Maybe a Neptune or two for local H2 production….Would save on negotiating the Paris traffic with deliveries.

Sorry. Wrong chat. That was meant for the ITM chat.

Maybe a Neptune or two for local H2 production….Would save on negotiating the Paris traffic with deliveries.

Uber investing in H2 taxis in Paris. Makes sense in a 24 hr city- less downtime.

https://www.mobilityplaza.org/news/44642

Uber are investing in H2 taxis in Paris. H2 for cars had largely been written off but maybe too soon. It makes sense for taxis in a 24 hr city. Less downtime.

https://www.mobilityplaza.org/news/44642

There has been a bit of chat about SP licensing model and potential here. It has a better tech and the licensing model has the potential for transformative growth. It’s only getting started here. Many multiples to come. Look at Bloom SP.

FYI I have sold most of my Bloom shares between 3-10x cost. Still a few just in case more to come but ceres is where it’s at next.

I’m with you breakofdawn. Not even started yet. The macro tail winds will blow for good while yet.

Volumes high again today 16million shares traded.

Always a good sign to rise on high volumes.

Although the 1yr chart looks fairly dizzy the 5 year chart still shows that we are far from 2021/22 levels yet we have better macro tailwinds and huge positive developments since then. No selling until we are multiples of 2021/22 levels.

Share price rise overdue.

Each partnership worth £1bn.

This is the start. Look at Bloom. Don’t sell yourself short. Hold or buy at this price.

My money is that this isn’t a short squeeze yet. Rise welcome but far from reflecting true value by any forward looking metric.

If shorts can get out at this level they should be very pleased. They won’t 💪

Atome are based in Leeds so a very, very long shot for Sheffield based ITM power 🤣🤣🤣

Https://www.hydrogeninsight.com/production/atome-takes-final-investment-decision-on-665m-subsidy-free-green-hydrogen-project-in-paraguay/2-1-1980119

Atome project reaches FID. Yara as offtakers for green ammonia. Electrolyser manufacturer yet to be announced. ITM? Bit of a long shot but good news for sector as a big FID- 145MW.

That is interesting Bilbo. Probably also an opportunity for Bloom or possibly Ceres if the get a North American manufacturing partner.

Yes but I think that is very long term. When green H2 is at significant scale. The SOFC that appears to be a big player in the field can use both H2 and natural gas. By then though grid may have caught up. Realistically I see this is a small part of the grid balancing which is potentially huge for ITM- see 710 MW FEED contract for grid balancing in Germany for potential.

Dennis has achieved an incredible amount since appointed. At that time SP was £1.30-£1.50 I believe. We had legacy unprofitable contracts, widening losses, mediocre factory acceptance testing results, capacity constraints.

We now have GW factory, FAT at 99% (from memory), a focussed portfolio, chronos, government grant, government shareholding, big NATO partner, accelerating growth, reducing losses, best cash runway in the industry and SP still at the same level. We are grossly undervalued currently but strongly headed in the right direction on every possible metric. The SP will follow. CEO and team doing everything right as far as I can tell. 👏

Interesting but this looks like an order of similar size to Doosan who have a 50MW/year production line. Our manufacturers may not yet be at the GW scale that we are hoping for.

Agreed. Today’s rise, while welcome is pretty muted given the magnitude of the announcement.

When our licensees start to pick up some serious orders and the manufacturing scale is clear we will rapidly realise the SP potential. This is a Bloom + in the making. Just sold half my Bloom stock. Will reinvest some of that here ASAP.

Another near term boost I expect will be institutional Bloom share holders viewing Ceres as a hedge.

My own opinions expressed.

Ceres business model and structure was very deliberate. It is made for a transformative technology to be rapidly scaled without the capital costs and debt that Bloom face.

The technology is even better with Endura than we bought into. This is potentially massive from here. I’m holding until SP £30+