Member Info for Far2L8

I think that when to sell relies on many things. Along with your investment objectives and strategies, where you are in life and where you are in your investment journey also play a big part. I am nearing the end of both at 78. The majority of my investments are in large stable income funds yielding from 3.5% up to 7% paying monthly/quarterly/6 monthly depending on the fund. So the three aim stocks I hold (ITM/CWR/CAP-XX) are for interest. During the heady days of £7/£12/15p respectively my fun stocks became a massive tail, wagging my total portfolio. If I had sold everything then I would have had more money than I could reasonably have spent, so I hung on in for the ride and what a roller coaster, wouldn't have missed it for the world. Not to say I wouldn't sell some next time around under pressure from she who must be obeyed, as her ISA is home to some and she got a bit dizzy when she looked. The reason for my post is, everyone has different reasons for being invested and for selling or not. Thanks for reading.

Also Delta and Centrica using Ceres.

https://www.delta-emea.com/en-GB/news/delta-and-centrica-launch-scalable-off-grid-fuel-cell-power-solution-for-data-centres-and-mission-critical-applications

The reason Ceres is doing so well is several major partners are in or close to paying royalties. All appear to be paying by the end of this year.

Doosan (South Korea) currently paying royalties.

Delta Electronics (Taiwan): As of April 2026, pilot production ramping up ahead of full-scale manufacturing in 2026.

Weichai Power (China): Volume production of Ceres-based systems, with revenue recognition starting in the first half of 2026.

Denso (Japan): Currently in pilot manufacturing, working toward large-scale production, supported by Japanese government funding.

Cept it's Tuesday. ;-))

Has anyone noticed that with the advent of AI, posts have been getting longer, more verbose and less informative. When a post is written by the poster it tends to be more concise and thus clearer.

#iShare1 as per earlier post: Ceres Power's 1kW Solid Oxide Fuel Cell (SOFC) module, was tested successfully with British Gas on natural gas, methane, and propane in 2009, which led them to predict the unit could be used domestically during the gradual transition of the natural gas grid to hydrogen,

(Only one way to deal with the likes of Goldfrigger......FILTER IT) or scroll through it's posts without bothering to read. He's a tuna copy

For those who want to learn more see. https://www.ceres.tech/

Ceres Power's / British Gas product testing.

Ceres Power's 1kW Solid Oxide Fuel Cell (SOFC) module, was tested successfully on natural gas, methane, and propane in 2009, which led them to predict the unit could be used domestically during the gradual transition of the natural gas grid to hydrogen, but the company rapidly moved from small-scale domestic micro combined heat and power to larger scale, high-efficiency power 100kW+ systems for grid-scale, industrial, and electrolyser applications. This development further led them into the rapidly escalating AI demand for power which arguably is more attractive than the consumer market. However Ceres Power's model means that the design is still available for licensing should any manufacturer decide to enter that market, especially if ITM'S grid balancing model means any excess hydrogen is fed into the gas grid (currently permissible up to 20%). I personally think this is becoming less likely due to the latest announcement of synthetic fuel production which in it's turn is becoming highly attractive. The twists and turns of market led demands. I have to admit an interest here as I also hold a significant chunk of CWR.

Hail, filtered twice by the mighty one.

VR have a look at the collaboration that ITM have just entered into supplying NATO with synthetic fuel across Europe. The SP is only in the foothills. In the opinion of many , it is going to be huge. So glad I got in.

Bilbs likes to play the wise man to the children. He must have about 250 filtered by now, or at least that is what he brags about, sort of thing you expect from an Otley man, ignore him. It's OK I'm one of the 250 filtered.

the calm here is in stark contrast to my holdings in itm and cwr. itm is warming the ****les of my heart today. come on cap-xx set my world on fire.

Captain we canna hold her much longer, we're gonna have to let her go!

Spill over

Let's hope that there is still over from the fantastic news over at ITM Power. Major league stuff supplying NATO. Should focus the markets collective minds, hopefully.

There are fairly onerous conditions and significant costs in moving up to the main market, not to ment the loss of Inheritance Tax relief. It's not all upside.

#Maude 'Try checking over ear'

As in, Over ere son, on me head? ;-))

Oh dear, see Newcastle lost again today..

Good response LL moaning groaning did invite us to pick the bones out of it and you did that well and truly, thanks.