Member Info for neredowell

It would be appalling if Ceres world leading IP was bought out by the Chinese or any other nation for that matter. Just like Arm Holdings, another great British company's innovation and ingenuity given away for nothing. If the UK can never be allowed to build great, innovative, entrepreneurial companies, we will always be a declining minnow nation. Why is it that investors in the UK are so impatient and cheaply greedy?! If we're going to be greedy, let's do it "bigly" like the Americans do. Apple, Microsoft, Nvidia, Amazon, are they all holding out for a Chinese buyer? Let's invest longer term, Ceres is a winner medium / long term, creating hydrogen when the wind blows is a green way of storing energy for when the wind stops blowing. Fuel cells are the future and it will take time to come good, be patient!

Translation from the original Polish:

Both Greenland and Panama are facing bankruptcy during Donald Trump's upcoming term, something few people are really aware of. This is because both of these small, and therefore few, countries have been subject to international arbitration proceedings for blocking promising mining projects, with claims running into billions of dollars. Greenland once introduced a ban on uranium mining, which was aimed specifically at the Kvanefjeld project belonging to the Australian company Energy Transition Minerals. Meanwhile, this company had an exploration concession, also for uranium, which gave it the right to transform it into a mining concession, also for uranium, which it applied for before the ban was introduced. Greenland rejected this application, retroactively applying the ban, in response to which ETM is demanding up to $11 billion in compensation. Recently, there have also been serious social unrest in Panama related to copper mining in that country. First Quantum Minerals was effectively expropriated from its Cobre Panama mine. Orla Mining, Franco Nevada, suffered a similar fate. We are talking about claims exceeding $50 billion. If these claims are recognized by the tribunals, they will turn into gigantic receivables that these small countries will not be able to handle. Especially Greenland - it is doubtful that Denmark, as it still has sovereignty over the Island to some extent, would jointly want to take over these obligations, certainly not without concessions from the Greenlandic authorities in the sphere of independence from it. Of course, the claims are not yet receivables, but they are extremely interesting and substantive lawsuits. Perhaps some settlements will be reached before they are finally resolved, although at the moment this seems doubtful. However, if the worst-case scenarios were to come true, as we can see, a buyer with a suitcase full of money may appear, willing to take over these receivables in exchange for the realization of his geopolitical aspirations.

Perch River – Significant Uranium Target Outlined...The market appears to regard this as more bullsh*t from the sharp sell-off! Can't think what else is driving the SP negativity. As POW's assets are worth significantly more than its share price valuation, could it make us a take over target? I did notice gold took a dive overnight, as this hasn't reflected in the SP on the upside it would seem funny if it was reflected only on the down. Any other ideas?

The most important thing about investing is understanding the stock/sector you are in. Think about what mining entails; loads of "grunt" work before any chance of success. The more irons you have in the fire the more chance you have of a major find. POW has lots of irons in the fire, that improves the chance of success but is still no guarantee. We are all invested here for the big discovery and for that we've all got to be patient. If you need the money fast, don't invest in junior mining stocks.

POW shares are selling at a discount to its net asset value, that's not unusual, investment trusts often sell at a discount to the overall value of their holdings. The SP is disappointing at the moment because there's little news and with Trump winning there's lots of other stuff to put your money in that'll give you a better return quicker. As a private investor you have to stick it out as you never know when some exciting news will send the SP rocketing, that's the problem with mining stocks and why professional investors often avoid them.

Could it be the US election? If Trump gets in it's "drill baby drill" for fossil fuels. If Kamela is elected then we might see renewables and hydrogen doing better. I'm sensing nervousness in the market as a whole as it's still too close to call.

Keep an eye on other junior mining stocks and mining investments generally, they are mostly down. Have a look at the long term share performance Blackrock World Mining Trust, Anglo-American Mining, Premier African Mining and on and on. It's a sectoral issue, miners are well out of fashion at the moment. That has to change...eventually! If you need quick performance invest in the US tech sector that's been doing great, until they can't get the energy to power it all, then everyone will be looking to mining stocks again.

Keep an eye on other junior mining stocks and mining investments generally, they are mostly down. Have a look at the long term share performance Blackrock World Mining Trust, Anglo-American Mining, Premier African Mining and on and on. It's a sectoral issue, miners are well out of fashion at the moment. That has to change...eventually! If you need quick performance invest in the US tech sector that's been doing great, until they can't get the energy to power it all, then everyone will be looking to mining stocks again.

Thank God their now making battle tanks environmentally friendly!

What our investment here needs is a large discovery of uranium (or copper, lithium or other REMs), without that the market players know that these interviews are so much hot air. When POW has made a big discovery we won't need all these interviews to try and keep investors/speculators interested and our patience will have paid off! We also have to bear in mind that it may never happen. So we also have to have faith!

LSE Small CAP Losers:

"Ceres Power Holdings PLC, down 3.1% at 276.20p, 12-month range 126.40p-312.00p. Shares in the clean energy technology developer fall after Goldman Sachs lowers the stock to 'neutral' from 'buy'. Ceres rises to the FTSE 250 index from Monday, replacing Witan Investment Trust PLC which has combined with Alliance Trust PLC."

Don't be tempted to buy at any cost...this share is a money pit. It turns thousands of pounds in speculative investment into pence! I know to my cost £2,300 invested - £123 left at today's valuation. No point in selling, so will watch it slowly go to zero. Vast is like investing your money in a "one-arm-bandit" fruit machine but not as much fun.

To all those shareholders that are moaning, have a look at the mining market in general - everything is down, the market is very weak. It's almost like we don't need raw materials like uranium, copper, cobalt, lithium...climate change? Is it even a thing?! Tech and AI will see to everything (what happens when you plug in and there's no power doesn't appear to cross investors minds) ESG investing has much to answer for, extractive industries aren't considered ethical as they pollute, cause conflict, use scarce water supplies and on and on! Until mining stocks are back in vogue we can expect to see POW bumping along the bottom, this could be a buying opportunity or not - its a risk, that's what we are all here for. Without risk there can be no reward. If you don't like it there's always a Cash ISA!

Agreed, Vast is tantamount to a SCAM!

So much for Ben Graham's "efficient market hypothesis"! If he was correct the market will eventually correct to its intrinsic value, It's just a matter of time. Will we live long enough for the market to come to its senses? I think AIM is part of the problem, it is not a trusted market, there are too many poorly managed companies on AIM.

I didn't say that the UK did things quickly, I was asserting that we have a short term view. HS2 actually isn't going to be built at all, again due to our short termism and very poor planning and lack of vision. What you describe is shareholding. POW are very sensibly taking the long view. Their strategy isn't to trade shares but to build a mining business through holding a portfolio of assets of companies that are investing in exploiting their mines. This is a win win strategy and a brilliant one in my opinion but it isn't a get rich quick scheme. If you want that try investing in Vast Resources where huge riches are always just around the corner!

Warren Buffett has the right attitude "If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes" and he's 93!

Scottydogg, this "get rich quick" attitude is the reason the UK doesn't have a Microsoft, Apple, Nvidia. Getting really rich slowly is where long-term wealth comes from. Short termism is what the UK does best and the reason for our failure. If you want an excellent example you only need to look at the sale of Arm Holdings which was a huge British success and is now owned by SoftBank Group & Kronos II LLC and listed on the NASDAQ their share holders preferred short-term cash to real wealth too. POW is a really well managed mining company. Junior Miners are usually the most risky investments you'll make, our POW management through their strategy, have succeeded in de-risking our investment and we should be very pleased with that.

Man made climate change denial is never going to be good for Ceres Power. If you are planning to vote Reform and Donald Trump becomes US President too, the best investment will be fossil fuels, sadly Ceres will be going nowhere!

There doesn't appear to be any risk appetite at the moment. Perhaps all the smart money is heading over the Atlantic to AI related Nvidia, which is ever stronger...it's going to end in tears and probably drag us all down with it!

Some advice RIDER75...either stop galloping or take your boxing gloves off before you type.