Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
From another poster on a different bb
Interesting comment from Roche website............
"However, as scientific knowledge advances, researchers are learning more about the potential of liquid biopsies to detect mutations, suggesting that the promise and power of this diagnostic technology could be truly game-changing."
Final paragraph.....
https://www.roche.com/stories/liquid-biopsy-in-oncology
From X (latest presentation)
AGL If this isn't a fake AI generated video (it isn't), hear it from the horse's mouth.
Andrew Newland said: "We've got a number of commercial milestones, which are pretty much imminent."
I like the risk/reward at these prices. Buy
Interesting..
Management has been making progress in organic actions to unwind working capital, collect receipts on ongoing and new contracts and to unlock long-outstanding commercial settlements. In addition, Management is considering the sale of non-core assets, and is actively engaged in discussions with financial investors to take a non-controlling position in certain other components of the business portfolio,"
Source Bloomberg.
#PFC on the topic of asset sales... "Petrofac and it's advisors have held talks with a US special situations fund about a possible deal"
Any news on the above or Takeover and this will rerate. Shorts will close now as to risky at this level. Expect a rerate . First stop 40p. Buy
Looks like there is a demotion out of ftse 250. This is dreadful news. Closing price on 28th November is decision day. Looking at current mcap this is getting kicked out. Tracker funds will be selling out and with low liquidity this is going to see 150p or lower...
July 2023...
Analysts at Berenberg stood by their 'buy' recommendation for shares of Ceres Power following the company's first half results.
Those, they said, confirmed the fuel cell and electrolyser manufacturer's progress over that time period, while cash burn had been as guided to.
Nevertheless, as the company had cautioned, the fact that the signing of its two joint ventures in China was now expected to occur later in 2023, then the associated revenues were only likely to be recognised in 2024.
Hence, Berenberg's move to trim its target price from 1,155p to 1,140p.
"The update on timing of the JVs is likely to frustrate the market, in our view, but we are encouraged that [Bosch and Weichai] remain committed to getting it over the line before year-end.
"We reiterate our Buy rating with Ceres continuing to offer a genuinely differentiated product, business model and portfolio of blue-chip partners."
From July trading update:
'Bosch and Weichai have reconfirmed to Ceres their commitment to the China JVs and are targeting signature this year'.
Yes it's been a long wait but will be a nice early Xmas present
29.9.23. This is a reminder
Ceres Power’s first half results beat revenue estimates and showed improved year-on-year gross profit performance, says broker Liberum
Confirmation that Doosan’s 50MW factory in South Korea is on target to commence production of fuel cells under a Ceres technology licence in the second half of 2024 is also encouraging, it said.
Ceres electrolysis business, which it said is likely to be larger than the fuel cell business, is also developing rapidly while the company reiterated its expectation that the China JVs with Weichai/Bosch will be officially confirmed in 2024.
“Gross margins should lift materially into the next financial year driven by a greater share of licence fee revenue.”
Buy with an 800p target is the broker’s view