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Bloom energy and other US companies will be looking at an offer here of £4billion perhaps, it gives them the tech, relationships, IP contracts at a fraction of the cost to win them in Europe. Their market caps by any valuation are multiple times ITM for no good reason. Mr Market will adjust accordingly (ITM £6-10) a share reasonably fast.

Their AMO is accelerating and their win rate also with £200m cash.

A happening now in the room with the trader short on ITM explaining to the CEO and chief risk officer of the hedge fund why they are short and lost £20m this morning with chance to lose £100m if they don’t cover. Why are we short? Errrrr errrrrr

So many deals now in the funnel will close now all due dilligenxe is done by UK govt, NATO and multi billion dollar German giant. So deals will now close very quickly. Expect more news in days!

After this news and govt stake I would be stunned to not see Bloom or other take ITM out for £3bn+ which is 400% or so higher and still below ATH when all of this news and national security energy policy wasn’t a thing.

200p close, perhaps 350p next week as the news filters to the green energy and national security funds

Price and national security and we haven’t even mentioned Green Energy, data centre power problems, the 20 contracts signed recently, what this deal will do to convince pipeline customers that ITM is the one to go for as all due diligence is done

And then there is those poor poor shorts who are literally being financially wiped out, well that is the ones that haven’t started to cover yet, but they have to!

My bad, felt like 4 months…

Faster. National defense energy independence, UK govt shareholder, NATO contract

AND so heavily shorted and THEY HAVE TO COVER now, simple. Could double today!

ITM has tail winds, government support and dozens of contracts plus huge pipeline. Buy, hold, make money!

For those that are a little dense, that means they are about to announce another very large deal that could have some rev this year, but it’s the name of the customer that will be key. General Electric US is my lottery ticket guess, but it’s clearly a big one!

What has gone matters but associated value is about what is to come. When the conference happens later things will get very interesting regarding the deal that is either this year or next year. Interesting times. I just added. Good luck.

More upside if MAJOR announcement of scale from Weichei or Bosch or Shell on SOEC project…

Based on the AI power boom + environmental push, Ceres’ licence + royalty model is set to scale fast 🚀

• 2025: £70–95m rev (loss narrowing)

• 2026: £95–145m rev (£39m profit in bull case)

• 2027: £120–200m rev (profits £12–92m)

• 2028: £150–270m rev (profits £40–160m)

Asset-light model = flat costs. Every new licence (1 every ~4 months) + every MW shipped is almost pure margin. First royalties already starting with Doosan, with Weichai/Delta/Denso right behind.

Power strategy.” What does a good power strategy look like?

KR Sridhar: Think of AI as an intelligence factory, and that factory is going to need a dedicated power source, because its intelligence is what drives everything else. You can’t afford to lose power there, and you can’t afford to wait for physical infrastructure to catch up and provide you the power that you need. We are also living in a climate-changed world, which means poles and wires bringing you electricity are going to have disruptions that you cannot afford to have. Reliability is going to become super important. In the past, you would have used a backup generator and batteries to take care of it. But given the amount of power needed, you can’t afford to just have Band-Aids. You’re going to need a more reliable, permanent solution.

How much of the demand growth you’re seeing is driven by AI?

For the next eight to 10 years, AI is going to be the dog and everything else is going to be the tail, in terms of energy growth. To put it in perspective, there are four companies within a 10-square-mile radius of Bloom in Silicon Valley that together are going to invest close to $2 billion a day, weekday and weekend, in capital expenses alone. This is mind-boggling. It’s easy to just say that number and not stop and think about what the heck that means. And that entire $2 billion worth of CapEx requires power to operate.

CWR will have soon 10 and perhaps soon 20 MAJOR companies like Doosan wanting to fully compete at scale with Bloom for the trillion $+ market for distributed energy. 3 years ago I was certainly wrong to invest so much, but I’m doubling and trebling down right now. Do your own research, make your own decisions. The posts about Bosch U-turn have, in my view, very real chance to be correct. Worst case the 14% will be sold at a premium to a great partner like shell who want in to this market or Weichei double down. Who knows. What I do know is I am not going to sell and buying more over next 3 -5 years as CWR moment is coming. Nasdaq listing or US deal is also quite possible. Good luck. 200p this week, very possible and if it does then you know how big the “news” will be as it would then go way higher. Market cap is too low for the addressable market, patents, customers, etc IN MY VIEW, - NOT ADVICE.

Telling their friends to buy if they know something that isn’t released… Maybe Bosch has sold their remaining shares to Shell?

With no news released but heavy volume and one directional share price for 3 days I think this will be a look back moment sometime soon 🙂

Agree that is best approach for many. I prefer large due diligence and investment in very few companies. Sometimes when I spot certain things I’m close to all in. Yes I did make that mistake with Ceres, however the same strategy means I know have money to add back to Ceres now I believe the time is right and the market value doesn’t reflect the years ahead…I post about me, if somebody else has a different strategy I think they should follow that, and your post is valid and glad you also like the tech 🙂

I’ve been transparent about my losses, but that doesn’t invalidate my view. Investing is often about timing, and history shows that conviction plays can take years to pay off – Amazon and Apple being prime examples. I believe the technology here has genuine transformational potential, which is why I’m holding long term and even adding. The current volume suggests to me that momentum is building, and I’d rather stay positioned for the upside than get shaken out too early.

Ceres Power – The Starting Gun Has Been Fired

I’ve taken a big hit here (6 figures down over the years), but not because I was wrong on the company. I misjudged the timing. The fundamentals remain outstanding:

• World-class tech & business model – low capex, low sales costs, partner-funded growth & manufacturing.

• Revenue ramp now imminent with Doosan, further licensing deals, and partners starting production.

• Government policy lag has slowed progress, but pressure from AI data centres, grid constraints, and climate targets means acceleration is inevitable.

• Comparison with Rolls Royce SMRs – I thought it was too early 3 years ago; that call cost me. I won’t make the same mistake again.

Ceres could be a once-in-a-generation clean energy winner. Market cap potential is huge (1000%+ upside possible) and I believe the real growth phase is starting now. I’m adding more and holding long term (at least through 2028).

Good luck all.

I’m doubling down now and expect something transformative here in next days!

Volume and spike aligned with the incredibly low market cap mean this could double very quickly with certain news, referencing bloom market cap and CWR and partners are genuine competitor which can accelerate manufacturing now with technology that is more efficient, so could get very interesting in next few days here!! Market cap 40x of CWR and yes much bigger, but they have to manufacture lesser technology with their own funds, CWR gets world leading manufacturers to make it and sell it and then write a royalty cheque along with the license money….im hugely down from investing too early, but will add more today if this starts green. 200p could come and go in a heartbeat!