Member Info for Reasons

Don't know if it's been said here before, I think the strategic alliance with Rheinmetall and Governement investment were dependant on each other. It seems too much of a conincident that they happened close together.

Good update today and better 2nd half forecast.

Roger's trades (chairman)

155.08p - 3200 shares

157.75p - 25000 shares

157.00p - 25000 shares

156.75p - 25000 shares

153.75p - 15000 shares

153.50p - 15000 shares

155.05p - 20000 shares

All buys :-)

Mixed interims, delayed contracts. Still see this as good mid-term growth prospect. Will buy in the dips, just like the directors!

RNS Number : 9217M

Clean Power Hydrogen

16 June 2025

Clean Power Hydrogen plc

("CPH2", the "Company" or the "Group")

Memorandum of Understanding signed between CPH2 and Constant Energy

Significant step forward in the commerciality phase of CPH2's MFE technology following successful site acceptance test

One step at a time more Good News.

Maybe resent falls have been overdone.

or new news?

Net Asset Value per Share 130.06p - Dec23

100p+ here we come?

Any ideas aboutwhat the commercial journey first contract is worth in £££?

Most 1MW plants are approx £1m each

Licence fee maybe (say) 5% or £50k, for 2GW over 20 years which equates to 100MW per year.

I make that £5m per year in lience revenue??? but will probably be back end loaded.

Anyone else have an opinion? or better estimates?

Held since 57p, not selling, personally think it has all the right metrics to make it to Unicorn status in 2 to 3 years!

DYOR

"Energy prices in France turned negative following a surge in renewable output last week, causing a number of nuclear reactors to shut down in response.

As Bloomberg reports, consumption dropped considerably, with blasting sunshine and strong winds causing solar and wind generation to flood the grid with green energy.

While that may sound like an overwhelmingly good thing, much of this power ends up not being used, because battery storage capabilities have lagged behind renewable generation facilities. And not just in France — much of the continent has struggled to hold on to the wealth of renewable energy it's producing."

Why not produce Hydrogen with this energy?

Any News expected....ticking up nicely?

Just thought some who are relatively new to the share might like a little view back from the past.

Well Dec 14th 2021

https://capital.com/what-s-next-for-darktrace-dark-as-it-exits-ftse-100

Hopefully we will be back in the FTSE100 soon, which will give another boost

Anyone got information on what future AI based products Dark might be thinking of bringing out?

Maybe the market doesn't like the board changes?

Can't think of other reasons for the drop in share price

Maybe someone has noticed that as AI is the latest thing, and this companies propects in Cyber is exciting, the AI expertise could be used to address all kind of new markets, giving exponential growth.

Tim, Miriam and Jamie all done well in last few weeks!
I should have added more ... doh

https://presentations.investormeetcompany.com/investor-meet-company/SMART-METERING-SYSTEMS-PLC-Investor-Presentation?bmid=5230ae9510c2
ask them directly?

https://www.bbc.co.uk/news/business-64231473

another customer ?

Key points



· ILARR(1) grew 8% to £93.1m at 30 June 2022 (31 December 2021: £85.9m)

· Meter and data assets

· smart meter portfolio increased to 1.9m at 30 June 2022 (31 December 2021: 1.7m)

· secured a new smart meter contract win adding c.0.1m meters to the pipeline

· smart meter order pipeline of c.2.42m(2) at 30 June 2022 (31 December 2021: c.2.55m)

· continued growth in smart meter installation rates; no impact on meter supply

· Grid-scale battery pipeline

· first 50MW performing well ahead of management expectations

· total pipeline increased to 760MW(3) at 30 June 2022 (31 December 2021: 620MW)

· Continued progress in other CaRe products and services including recent strategic investments in EV charging infrastructure and energy data management

· Net cash position at 30 June 2022 was £38.6m

· FY 2022 underlying EBITDA and PBT expected to be marginally ahead of previous expectations; confident in medium term outlook

· Expected FY 2022 dividend of 30.25 pence per share, +10% year-over-year in line with stated policy

Must have been a leak a couple of days ago!

Picked up my holding at £8.48, and now one of the few showing good gains.

Definitely a stock for the current times