Member Info for Garonne

It all sounds very exciting to me especially the bit about the potential for power provision to data centres. The grid can't supply to the number of data centres planned so fuel cells to the rescue. The cracker seems to be working too as the JD S&P partner is apparently satisfied with progress. 2026 is when it all comes together and as the market is forward looking let's hope we get a SP uplift which would be good for morale. They've still got plenty of money and as revenue is expected early next year maybe no more dilution will be necessary.! 🤞

Unfortunately, it's gone in the opposite direction towards £6! There's just no momentum with this stock maybe due to short sellers who are all over these days, bringing down good companies. I sold half my holding at 630 as I'm losing confidence in this fickle market with all the macro negativity being reported on a daily basis. Business must be good though as aircraft shortages are only increasing due to the increasing demand for air travel.

Https://www.google.com/url?sa=i&source=web&rct=j&url=https://hi-act.ac.uk/report-landing/end-use-applications/fuel-cells/solid-oxide-fuel-cell/%23:~:text%3DSolid%2520Oxide%2520Fuel%2520Cell%2520(SOFC,as%2520fuel%2520alongside%2520pure%2520hydrogen.&ved=2ahUKEwjZ4ZPO2dqQAxX8UUEAHQssMBEQmL8OegQICBAC&opi=89978449&cd&psig=AOvVaw2nQ7nI4XK22W5jOtw1sNlX&ust=1762421435553000

Ceres use solid oxide technology which is more versatile in the types of "fuel" it can use. Maybe that's why Ceres is gaining more commercial traction than AFC energy.

As Ceres Power powers ahead, having signed a deal with Weichai to manufacture their SO fuel cells we can only look on with envy. I had Ceres and sold a few weeks back for a small profit! Should've gone all in, instead I stuck with this dog and ITM, which is now just as bad as AFC in terms of failing to get commercial traction. I just hope the old adage of no news is good news will eventually apply here. The cracker seems to be taking an awfully long time to bear fruit though! And we're still waiting to hear who the S&P partner is. JW is certainly playing his cards close etc. but I feel he needs to give investors something as blind faith is in short supply. It's all a bit depressing!

So the MC is now less than the total revenue from the last quarter. I'm no accountant but that seems absurd to me. And as more grounded aircraft return to service the revenue will only increase and with it profits!

It's unfortunate that today's positive announcement on passenger numbers is being overshadowed by a general market downturn. Luck is not on our side ATM. Hopefully that'll change soon. 🤞

Does anyone have any idea what they are talking about as it pertains to ITM, tennents! The tech is undoubtedly impressive but its widespread usage is entirely linked to the adoption of green hydrogen as a significant component of future energy supplies. So far that isn't happening hence the glacial pace of the commercial adoption of ITM's leading edge electrolysers.

Maybe Dennis is like the boy who called wolf as he certainly hasn't unlocked any serious near term value so far. This is just drifting and will continue to do so until we get a proper commercial deal agreed. It's all very disappointing tbh and one wonders if it will ever come good.

We certainly need something to. The daily SP attrition is taking its toll on my portfolio. Hoping for a Ryanair related bounce today and a load factor one tomorrow. Can't be too much to ask! 🤞

I'd prefer it if Dennis bought a decent amount of shares instead of posting on linkedin. His clear reluctance to do so is frustrating. Let's face it the market is far from convinced that ITM will succeed. The wait for commercial traction is taking too long for a company with allegedly world leading technology in its field. Either the tech isn't as good as we're being told or there isn't a big enough market. Something's not right that's for sure!

Problem is they're using the now defunct fuel cells from the Dr. David Harvey era so there's no profit to be had due to the huge cost of each unit.

The kit obviously works but can they make the new iteration to be profitable. Let's hope so and in time before the money runs out, again! 20 years and counting! Come on JW, give us something, anything!

Or maybe not! It just seems strange that the SP is tanking after great results and 2, so far, upgrades! Is it because the dividend is so poor, I wonder 🤔

This will hopefully rebound into results as I suspect they'll be better than expected and FOMO will kick in with investors. Full planes flying almost continuously must equal profits! Fuel has been lower too! 🤞🍀

Yeah, frustrating for sure. It's as if the MMs don't want to let this go. I mean it's been tipped by several brokers over the last couple of years to be worth in excess of £12 but the SP never seems to react to these robust price predictions like other companies' shares do. Maybe when the Yanks open up this pm we'll get a boost. £15 will happen imo!

Out! On total voting rights!

Back to sleep 😴

Maybe next week!

Yeah, bobbins, Pru going well and on the back of good results today it will hopefully keep on going. Makes up for Wizz a bit but I'm still annoyed at the poor performance here. I'm in the red like I suspect 99% of all holders. Just using common sense looking at the number of Wizz aircraft flying around everyday full of paying customers, this has to be worth more! Good luck in any case, bobbins and all other holders. 🍀🤞

That's how shorters work. They manipulate the price down to create panic in PIs who then dump causing more downside. It's certainly a depressing share to hold atm. Let's hope our pain gets alleviated in the near future. It's got to come good at some point ☝️

They don't like it in Hong Kong. Down over 3% on the Hang Seng! No doubt some minor negative although I don't see it, that's being amplified as markets seem to like to do! Results look really positive.

Silence on all operational progress has killed this share. I mean it's nearly 11.00 and no posts! Almost unheard of in the past. I look on with envy as Ceres soars, especially as I sold mine at £1.50ish under the foolish premise that there are more gains to be had in AFC! Hopefully one of these days it'll explode into life on the back of a stonking RNS. In the meantime it's back to waiting and waiting .....

We need a bounce, badly! Scum bag shorters are destroying this. JP Morgan have got their price so hopefully more shorts will now close before the publication of October load stats, which will be good, I'm sure and should lift this back up.