Member Info for Prion25

Cummins have pulled back hard from the Hydrogen Fuel Cell Space

Asked AI to summarise results while i watch the rugby

"A strong set of results with one notable weakness (Q4 margins).

If you’re looking at this from an investor’s perspective, the long‑term demand picture looks very strong, but margin volatility is something to watch."

Have Cummins given up ?

6:15pm RNS J P Morgan reduced again ?

To be fair to BV FAP enzyme is membrane bound and can be termed as a receptor when binding an affirmer like AVA7100 such is the diversity of the precision platform

Https://www.news-medical.net/news/20260128/New-nanomaterial-kills-cancer-cells-via-oxidative-stress.aspx

Not just ADCs lots of great science transformed by AI but still a great challenges exist in cancer treatments just demonstrates how far Avacta are ahead of the game

Https://finance.yahoo.com/news/clear-street-raises-bloom-energy-163352972.html

CSconnected.

Regional Ecosystem and Collaboration

CSconnected Cluster: Both companies are key members of the South Wales semiconductor ecosystem, the world’s first cluster for compound semiconductors. This network facilitates collaboration between established industry leaders like IQE and innovative startups like Space Forge.

Physical Integration: Space Forge is the first company to be physically hosted at the Centre for Integrative Semiconductor Materials (CISM) in Swansea. This facility is part of the same innovation ecosystem that supports IQE, allowing Space Forge access to state-of-the-art cleanrooms and semiconductor tools essential for terrestrial scale-up.

Technological Synergy

Material Specialization: IQE is a global leader in advanced wafer products and epitaxial growth. Space Forge complements this by producing high-purity seed crystals in the microgravity of space.

Value Chain: The vision is for Space Forge to return defect-free "space seeds" to Earth, which can then be grown into high-performance wafers using terrestrial processes—capabilities that companies like IQE specialize in. This integrated approach aims to reduce energy consumption and improve chip performance for 5G, quantum computing, and clean tech.

Global Strategy

While both are rooted in Wales, they are expanding their international footprints. For example, Space Forge recently partnered with Intuitive Machines to onshore space-based manufacturing in the U.S., similar to IQE's existing significant presence in the North American

Courtesy of AI HNY

AI answered my question

Yes, there is a connection between the Cardiff-based companies Space Forge and IQE. They are both key members of the same regional technology ecosystem and supply chain, specifically the world's first Compound Semiconductor Cluster (CSconnected) in South Wales.

Cardiff based Space Forge any connection to IQE ?

Nice work Harchris .The comparative analysis much appreciated

FCA have approved the shares for admission on 6 jan

Thanks Alpha

AI Data Center Focus: The MOU focuses on providing SOFC solutions for AI-driven data centers, which have high power demands that Ceres' proprietary technology is designed to meet efficiently.

The Grizzly report did not mention this perhaps Ceres should have as part of a rebuttal as a precaution sold half of my shares with modest profit

Still in the game expecting good news

TNBC is one of the breast cancer subtypes where doxorubicin is a standard component of therapy, often in combination regimens. This makes TNBC a logical target for a safer, tumour‑activated form of the same drug.

Space X orbital data centre fantastic idea but sciences fiction for now and the distant future .Nuclear fusion more of a possibility if it ever happens in the next decade might trump the need for SpaceX Until then Ceres power SOFC is the solution imho

Thorn you kept saying it was flawed you were confused Hope the post by golfnut59 provides a clear explanation

The platform is not flawed ! Some here fail to grasp the main concept of the concept at the molecular beauty of unique precision platform reducing toxicity and maximising efficacy far exceeding that of the current SOC .CC in some ways is a victim of her own success the PFS data might go on for how long before it matures and creates impatience among some shareholders Therefor CC has gone somewhat cool on AVA6000 and attention in now on the beast and its tremendous potential I am disappointed that the reduced toxicity benefit in chemo has not hit main stream media just to bring attention to the fantastic transformational opportunities in oncology GLA

Day light robbery

The pausing or cancellations of data centres are mainly confined to Us and Europe , so Ceres is relatively unaffected ?

Tennents

I didn't mean Goldman worked for Ceres but they just reassured their share holders and I was just generalising about my lack of trust in brokers. I lost a fortune when Numis was very bullish on Synairgen and ignoring Motely Fool's warnings So I am very cynical and trying to claw my lost fortune back and would have preferred if the company issue a statement Anyway let hope good news is imminent

If Goldman reassures its shareholders then Ceres should reassure its shareholders .Who can we trust a broker who works for Ceres or a short seller who warns us of pitfalls in Ceres business strategy .Shareholders want to deal with fact not hyperbolic "opinions" from brokers