Member Info for Alpha-dog

Lots more to come here. One single contract 1/5th size of one of the Bloom contracts with any of our licensees and it will be very clear that this company is grossly undervalued. Currents cap £700m, £100m in cash and no debt. Bloom energy mcap $26bn. Do the math and see what you make of it. Some ups and downs to come but I’m keeping hold for all of the above reasons.

Big drop today for Bloom. A bit of an AI bubble wobble. I expect similar but much smaller scale drop here tomorrow. Medium term though huge growth opportunity here. I’m not one for playing the daily mood and betting on the ups and downs.

They are clearly corrupt. One sided anti-H2 rants masquerading as journalism. A clever investigative journalist should bring them down and expose who is paying for what they write.

Clean technica are in the pay of (or directly represent) FFs.

There is a lot of technical information here but it is essentially a rant. Plug are up 7.9% today so the market does not share clean technica view. I wouldn’t trust a single word they print.

Totally agree. Ceres has some advantages over Bloom. Better tech and capital light business model. There is also the RFC glow battery- still potentially a very important technology in energy transition. Not to mention the SOEC which before AI data centre angle was potentially the biggest selling point for Ceres.

This has a long, long way to go. Bloom valuation 40x that of ceres power currently. 😀👊

I had missed today’s announcement. A further strategic partnership. 🤔 hmmm.

There does appear to be some life in the share still. I’m undecided. I waited a long time with ITM for a few good orders and evidence of both strategy and execution before topping up. Very glad that I did wait.

Nell’s time may be coming but I will hold off topping up for more solid evidence.

I sadly own a few Nel. They bet on the US market but Trump has rather scuppered that. They do both alkaline and PEM. They feel a bit unfocused to me. They followed ITM lead and spun off fuelling business. I’m not sure. Might be a great buy as they are pretty close to rock bottom. Last weeks news was great but their pipeline is shrinking (from memory) and the number of firm orders seems to have lagged ITM.

I’m holding Nel currently but I would want a bit mire evidence of commercial progress before buying.

Hot tip is ceres power. They are already up substantially but minnows in terms of market cap v the main SOFC competitor Bloom.

It’s been a great week on top of a great month for Ceres power. Much, much more to come. AI is a reality of industrial revolution scale and Ceres Power is one of two companies worldwide who can power this. Licensing model is made for the world of tariffs. Hold tight.

Good question. If I was a major investor in Bloom I would make damn sure I was significantly invested in ceres power. Cheapest and best hedge ever.

Ceres power have a big advantage over Bloom. Capital light licensing model. There is more, much more to come for this share. News of partners progressing to/expanding production to meet AI demand is the nearest thing on horizon with further licensing deals.

This model can scale more rapidly than Bloom. I must declare that I am also a Bloom share holder but near upside for this share is huge. It appears to be a two horse race to meet AI demand. Bloom and ceres. Ceres are confident that their tech is best. I’m holding tight.

Phenomenal news. I had been wondering about Weichai. More commercial sense than Bosch. This is great. 👍 to the Ceres Power team.

Bear in mind also that SOFC is only 1/2 the business. The other half SOEC is going to be slower to ramp up but the potential is just as big. I also haven’t mentioned RFC energy and ceres power’s share of that company. They make flow batteries which could be pivotal in evening out power from wind energy and grid stabilisation. Not yet ready for market but I understand there is a 1 MW prototype under testing currently with Orsted. These are potentially a much neater and more economical option than the proliferation of current short term battery storage that is being deployed in multiple locations across UK.

Ceres Power have huge potential to transform the whole energy.

Solid reporting on pro-active investors with this. Expect further upside to SP.

Very interesting. Not great news for Bloom but a clear indication of Ceres Power as equivalent or better technology. Fairly small fry compared to Blooms recent news but it could be a « first swallow «  for CP. Nice

Declaration - I also own shares in Bloom.

Doosan fuel cell up 39% in 5 days. Results q3 due any hour. Positive momentum and hard sales from Doosan will fuel (excuse the pun) further optimism and investment from Ceres other partners and help drive further licensees and Ceres Power revenue.

Things are moving fast and Ceres Power model may prove to be just the ticket in the new world of tariffs etc. I’m holding tight for SP significantly above 2021 highs.

If anyone gets solid data on Doosan fuel cell results could they post? Due today but not yet published. I have no idea what time of day they post. SK market probably closed now. Maybe they will post before US opens.

Doosan fuel cell up 4%. Results for q3 Doosan fuel cell expected today. Maybe some news of sales from their new 50MW SOFC factory.

Interesting 🤔

À sense of déjà vu. A substantive RNS on a new partner or a substantial order from and existing licensee would propel SP back up towards £5 mark.

Agree re corruption/confusion quote digi.

The number of petrochemical companies (and steel) who have put in big bids for grants, won and then pulled out at FID is beyond a joke. This has totally hampered scaling and progress if H2. It is transparently corrupt. There should be significant financial penalties for any company or consortium that wins a grant but does not progress. That would keep the bidders serious and prevent this corruption.