Member Info for exp1orer

Is there a negative news about Doosan Fuel Cell? Why is their stock price -17% today?

Ceres webinar https://www.ceres.tech/newsroom/news-and-insights/powering-data-centres-with-solid-oxide-fuel-cells/

A good information about the Floating Production Storage and Offloading (FPSO) system that Eld Energy and MODEC has been working on using Ceres SOFC technology through Delta.

https://www.linkedin.com/posts/business-knowledge-career-share-7424883718881808385-vbfE?

Did JP Morgan lend shares to a shorter (again)? According to RNS their holdings were reduced.

Both Bloom and Iren will have their results tomorrow. Although Iren's previous result was a record revenue/profit and forecasts even higher this time, Investors are cautious because of AI bubbles... to they have to cover themselves just to make sure. I think the same for Bloom.

They now made the collaboration official by signing the agreement... this means tests were already done by Eld Energy and MODEC and they are convinced with the results... once Delta starts mass producing the SOFC system using using Ceres technology, Eld Energy can start deploying them to their FPSO projects with MODEC.

https://www.linkedin.com/posts/offshoreenergy-decarbonization-sofc-share-7422907735987580928-3UTW

MODEDC, which Eld Energy is having a collaboration project with using Ceres SOFC, is a Japanese company and is the world's 2nd largest company in the floating production systems (FPSOs) business.

According to Gemini AI:

In the global market for floating production systems (FPSOs), MODEC is one of the two "super-contractors," sitting at the very top of the industry alongside its primary rival, SBM Offshore.

While SBM Offshore currently holds a slight lead in total revenue and backlog size, MODEC is effectively its peer in operational scale, particularly dominating the high-complexity, ultra-deepwater sector (e.g., Brazil’s pre-salt fields).

Ceres posted it 3 months ago...

https://www.linkedin.com/posts/ceres-power_exciting-to-see-this-collaboration-between-activity-7376893489806024705-_uJU/

Eld Energy is currently working with Modec International Inc. on a groundbreaking project to develop and install a solid oxide fuel cell (SOFC) system on an FPSO. The first pilot of its kind in the world! Floating Production Storage and Offloading (FPSO) vessel is a specialized ship-shaped, moored unit used in the offshore oil and gas industry to process, store, and transport hydrocarbons, often in deepwater or remote locations.

https://www.linkedin.com/posts/mongstad-tavleteknikk_suistainable-energy-innovation-activity-7420507693095948288-oyTy?

Amongst the partners of Ceres, Delta is the biggest which has $85B market cap... followed by Denso ($44B), Doosan Enerbility ($40B), and Weichai ($24B)... Delta can probably easily buy Ceres with its size.

Silver spot price had a correction a couple of hours ago after it reached an all time high because the US suspended the import tariff to ease importation because of low global stock. China already imposed export restrictions on 1st January to protect its stock. The US and EU classified silver as strategic mineral because of its unique position which is used in coins and industrial applications (electronics for AI hardwares and in solar panels). However, physical silver price will continue to rise because of low stock. The move by the US was strategic to hoard stock which is now low. So hold your physical silver. Even the paper silver will sky rocket again after finding out the physical inventory is real low.

If Blackfoot's current position is 1.53 a share, he is already up 62% based on current price of 2.47 and he can sell now if he wants to take a profit.

US data centres energy consumption projection...

https://www.linkedin.com/posts/minevichm_aiinfrastructure-energytransition-datacenters-activity-7416155132821987328-mLKx?

Article about Ceres published in SimplyWallSteet yesterday:

https://simplywall.st/stocks/gb/capital-goods/lse-cwr/ceres-power-holdings-shares/news/we-think-ceres-power-holdings-loncwr-can-afford-to-drive-bus-1/amp

Tennents,

I agree with you that Bloom's penetration of the AI data centre market should be celebrated by all those in fuel cells including Ceres... the power supply industry has to be convinced that fuel cell is indeed a better alternative (considering all aspects including efficiency, cost and deployment leadtime) to power the data centres... once they are convinced that fuel cells indeed work, they will soon have alternatives to choose from when it comes to fuel cell technology suppliers.... the advantage of Ceres when it comes to deployment at scale is it has multiple global partners that are setting up more factories and it won't be exposed to high capital investments because those global partners with deep pockets will roll them out.

I hate it when I have no more funds left when Bloom was 77 four weeks ago... it's now 130 is just 4 weeks... a 69% surge!

Proof that Delta is no small fry... aside from collaborating with Siemens (Germany's largest industrial giant) on data infrastructures, Delts is also collaborating with worlds largest market-cap company NVIDIA.

https://www.linkedin.com/posts/delta-electronics_delta-is-collaborating-with-nvidia-to-develop-ugcPost-7415195156695449600-dk5A?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA5PJ8wBcEg0qDOni8u5-iL8k0DzaQcLJaY

There was again a big buy @ UT yesterday that this site and ADVFN was not able to capture. Both only captured the 372k shares @ UT but they are even not telling the same thing... this site says it was a SELL but ADVFN says it was a BUY. According to Investinbg.com about 2.67M shares (worth £6.6M and on top of the 372K) were bought @ UT yesterday.

Another RNS today (16:45). JPMorgan increased again its holdings.

That's interesting interview with NVIDIA and Siemens top bosses... if they are collaborating on AI business and Siemens had already signed a collaboration with Delta in November... then Ceres will surely benefit from those collaborations...

Siemens and Delta power solutions cut data center deployment time, costs, and carbon emissions

https://press.siemens.com/global/en/pressrelease/siemens-and-delta-power-solutions-cut-data-center-deployment-time-costs-and-carbon