Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Does anyone have access to an up to date report of major shareholders?
I'm not the best at researching, but I think that with (all approx), 20% Bosch, 20% Weichai, 14% IP Group, then Alan Aubrey, Richard Giffiths, Lombard Odier, Oceanwood Capital, I'm about up to 70% of shares tied up, by my dodgy figures.
Therefore I'm thinking that the free float of tradeable shares is quite low.
Tricky one to answer on the basis that the industry is evolving at pace. In terms of fuel cells for heavy vehicles and data centres, I'd guess at Ballard, Wright Bus in Belfast use their cells I think. I'm not sure where Honda sit, albeit they are a partner, I can't figure whats happening there.
Hydrogen producers could now be considered competitors I suppose, which brings in ITM, and TPG have announced a system for producing hydrogen from seawater. They may not be competitors, but complimentary.
It seems to me that CWR are moving faster, cleverer, and with more partners than others that I can see
http://www.allenbycapital.com/research/research-hdd_5_3089325171.pdf
This is an interesting read, I took it from the company website
https://www.cerespower.com/media/1766/bosch-increases-its-stake-in-ceres.pdf
I'm no engineer, but if, by reversing the Fuel Cell to produce hydrogen using renewables, then, is this what is called a virtuous circle?
Last Oct the London Stock Exchange Green Economy Mark was launched, to not a lot of fanfare!
I'm not sure if we would satisfy the criteria.....not yet at least, but If packaging/concrete was to come along, or something similar then things might be different.
Hi RobinH
Good to see you here, you certainly timed it well. I've been waiting for this for about 3 years, which is probably a short period compared to many here.
I think that the licensing model is brilliant, and in one of the recent presentations Marine power was mentioned which I don't recall having seen in the past.
Shipping is one of the worlds largest polluters, and I think it could be a huge market segment on its own.
Chilting....interesting that you mention seawater for hydrogen production, TPgroup have just developed a system that can produce hydrogen from seawater.
Hence my speculative thoughts when I saw marine mentioned in one of the recent Ceres presentations.
It was the CWR board. (i'm invested in Cwr), my question is..can the recent interest in the shares that I've mentioned 6 weeks ago (check the performance...I wish I was in Itm too) be rubbing off on TPG?
"I've just read the CEO's report again. Hydrogen seems to be cropping up more and more.
I was particularly interested in page 13 of the report, as this is (I think) the first time I've seen Marine and Trains mentioned.
But when you read some of the other stuff going on elsewhere, such as Linde researching marine power (links to ITM) and TPG launching stuff (can use salt water). It seems to me that things are accelerating."
It looks to me, that hydrogen related stuff is gaining traction. Just a thought!
Hopefully someone more clever than me can have a look at Arrival, they've just had significant investment from korea.
also a website called fuelcellworks.com, has info about the investment which includes hydrogen fuel cells.
Maybe this is something to do with the company.
Robin
Hot Whisky
Thick slice of lemon, studded with cloves, an enormous shot of whisky (any will do because it tastes like sh*t), and boiling water over!!
Your sinuses will clear, and after a few of them you'll feel like a dog with 2 dicks.
some years ago, exeter university held some sort of conference (I can't be bothered to check any of these details), but the attendees (or some of them) were Airbus, and VRS, I don't think Hayd were there (I think that they are full of sh*t).
It just goes to show how long discussions have been going on to get to the recent announcement. Hence my earlier post that I believe that we are a long way past some sort of collaberation.
Apologies if I upset anyone