The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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
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?
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
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.
I’ve just sent sky news a link to our P3 long Covid data on the back of their story suggesting metformin was the only P3 drug to show long Covid benefit.
https://academic.oup.com/ofid/article/9/Supplement_2/ofac492.1879/6903622
Not that long ago any news, even a fraction of this magnitude would send H2 stocks much higher.
H2 is happening- more certainly, more urgently and to greater extent than thought 12-18 months ago, yet share prices languish. Patience needed.
Https://twitter.com/1goodtern/status/1662523057322307587?s=46&t=lUUs8mZ3DzN0LONpU_7P4w
This is as an interesting observation on current uk data.
Neither.
The reliable part is hospital testing, ITU admissions and scripts for antivirals.
Community testing has long since been abandoned and sentinel community testing also abandoned. In the uk collection of hospital, ICU data also suspended.
A local hospital closed this week due to Covid outbreaks but no central data collected any more.
Arguably UK is taking Trump approach….if it’s not measured it doesn’t exist.
Https://www.health.gov.au/health-alerts/covid-19/case-numbers-and-statistics?language=und
Looking at Australia Covid charts it’s pretty clear fairly large numbers of people are still getting pretty ill. Look particularly at hospital cases and scripts for antivirals for indicators of what’s going on. The hospitalisations lag scripts. ITU admissions haven’t jumped yet but they may well follow. This wave hasn’t peaked yet but has been going on for longer than other waves. Total numbers may be close to previous waves though peak not as high yet.
This may be one of the last reliable metrics left to track Covid.