Member Info for Rocket79

Ceres Power has some catching up to do with Bloom Energy in terms of current market adoption. But the reason for the huge optimism (and the recent price target hike) lies entirely in the business model.

​Ceres is undergoing a critical transition: it is moving from a pure technology developer to a business set up for long-term, high-margin royalty revenue from multiple global partners.

​The Royalty Flywheel Effect

​Ceres' Model (Asset-Light): Ceres is the ARM Holdings of clean energy. It develops the best-in-class technology (their SteelCell® and SOEC stacks) and licenses the design to global giants (like Doosan, Bosch, Delta) for them to manufacture and distribute.

​The Payoff: Low capital expenditure, massive scalability, and diversified, high-margin royalty streams for years to come.

​Bloom's Model (Asset-Heavy): Bloom manufactures and sells the physical fuel cell systems themselves.

​The Trade-Off: High capital costs (building gigafactories), slower global expansion, and exposure to manufacturing and supply chain risk.

​This shift to a royalty model is exactly why Goldman Sachs recently hiked the Ceres price target to 480p and added it to their Conviction List—they are betting on this royalty flywheel effect to deliver superior, recurring profitability.

​The fundamentals of this capital-light licensing model are starting to pay off as partners hit commercial scale!

Ceres Power has some catching up to do with Bloom Energy in terms of current market adoption. But the reason for the huge optimism (and the recent price target hike) lies entirely in the business model.

​Ceres is undergoing a critical transition: it is moving from a pure technology developer to a business set up for long-term, high-margin royalty revenue from multiple global partners.

​The Royalty Flywheel Effect

​Ceres' Model (Asset-Light): Ceres is the ARM Holdings of clean energy. It develops the best-in-class technology (their SteelCell® and SOEC stacks) and licenses the design to global giants (like Doosan, Bosch, Delta) for them to manufacture and distribute.

​The Payoff: Low capital expenditure, massive scalability, and diversified, high-margin royalty streams for years to come.

​Bloom's Model (Asset-Heavy): Bloom manufactures and sells the physical fuel cell systems themselves.

​The Trade-Off: High capital costs (building gigafactories), slower global expansion, and exposure to manufacturing and supply chain risk.

​This shift to a royalty model is exactly why Goldman Sachs recently hiked the Ceres price target to 480p and added it to their Conviction List—they are betting on this royalty flywheel effect to deliver superior, recurring profitability.

​The fundamentals of this capital-light licensing model are starting to pay off as partners hit commercial scale!

Looking at Bloom Energy share price this has alot of catching up to do. This company has been compared to ARM. This will he worth billions with SOFC. Right place, right time.

🚀 ASHTEAD TECHNOLOGY (AT.) PRICE TARGETS UPDATE 🚀

​Heads up on Ashtead Technology Holdings PLC (AT.)!

​Recent analyst reports show strong optimism for the specialized subsea equipment rental company. The consensus is overwhelmingly positive, with an average 12-month target suggesting significant upside.

​The Median (Average) Target price stands at 684.00p.

​The High Estimate reaches 725.00p.

​The Low Estimate is 560.00p.

​(Current price as of Nov 3, 2025, was 327.50p)

​Analyst Viewpoint:

​Consensus Rating: The overall view from analysts is a BUY or OUTPERFORM.

​Driving Factors: The positive outlook is primarily supported by strong predicted earnings growth and robust revenue growth.

I agree this is highly undervalued. Directors bought after last results. Shorts will need to close soon causing a rerating imo. Buy

Windfall tax to be ended one year early.

Share Price Reaction

​Positive Spike: The announcement would be met with a positive share price reaction for all three companies.

​Highest Beneficiaries: Companies with the greatest exposure to the UK North Sea, such as EnQuest (ENQ) and Serica Energy (SQZ), would likely see the largest percentage gains because the removal of the EPL disproportionately impacts their overall earnings profile.

​Harbour Energy (HBR) would also benefit significantly, though its increasing international diversification (following its recent major acquisition) means the percentage impact on its total global earnings would be less concentrated than for ENQ and SQZ.

Share Price Reaction

​Positive Spike: The announcement would be met with a positive share price reaction for all three companies.

​Highest Beneficiaries: Companies with the greatest exposure to the UK North Sea, such as EnQuest (ENQ) and Serica Energy (SQZ), would likely see the largest percentage gains because the removal of the EPL disproportionately impacts their overall earnings profile.

​Harbour Energy (HBR) would also benefit significantly, though its increasing international diversification (following its recent major acquisition) means the percentage impact on its total global earnings would be less concentrated than for ENQ and SQZ.

Share Price Reaction

​Positive Spike: The announcement would be met with a positive share price reaction for all three companies.

​Highest Beneficiaries: Companies with the greatest exposure to the UK North Sea, such as EnQuest (ENQ) and Serica Energy (SQZ), would likely see the largest percentage gains because the removal of the EPL disproportionately impacts their overall earnings profile.

​Harbour Energy (HBR) would also benefit significantly, though its increasing international diversification (following its recent major acquisition) means the percentage impact on its total global earnings would be less concentrated than for ENQ and SQZ.

UK's Reeves looks to scrap windfall tax on oil and gas industry, FT reports

UK's Reeves looks to scrap windfall tax on oil and gas industry, FT reports

Those selling out for 4p on signing can make 15-20x money if they hold until production

This will blow past 3p and onto 5p on sign off which is imminent imo... investors have not realised that yet... Gold hitting record highs. Those holding long term this wili be 34p–42p at full ramp-up with $4000 gold, using normal mid-tier miner PE multiples and project economics. This is including Saudi.

4p on news i thing thats what TW hinted at

🚀 Why KEFI, Why Now?

• Gold Supercycle: Central banks are net buyers, inflation is sticky, and rising global debt is a major driver of a new gold supercycle.

• Undervalued: KEFI trades at a fraction of its project NAV, offering 10x+ re-rating potential.

• Safe Haven Exposure: Gold is the ultimate hedge against systemic risk, and KEFI provides leveraged upside.

• Catalysts: Project financing, construction milestones, and first gold pour will unlock value

Massive buys still going through. Now over 1.7p. Certain investors getting the nod...

Someone just bought 2.4 mil @ 1.64p.

News imcoming massive buys coming in

Just wait until this hits the Nasdaq... expected in Q4

Bought back in at 1.5p. Got to be this week with rns today. Good luck all

Take over between 50 - 90p imo