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And mentions Gunsan plant in the Saemangeum

Https://www.businesskorea.co.kr/news/articleView.html?idxno=239062

Good to see Delta pushing their collaboration with Ceres https://youtu.be/7wsbInhMrrY?feature=shared

I'd imagine they are not that fussed as they know what's coming. Probably just waiting for the right time which might be one of the hydrogen summits. I find that sometimes a blip like this does some good ending up with a more steadfast shareholder base. I'm just going to be patient now. I personally will be surprised if there is an opportunity to get in at this price again. It may well be that an announcement on Shell due any day lights the touch paper. My feeling is that Ceres are much better placed than they were in 2021 and the likes of Doosan, Delta & Denso will not be slow to get this on the market.

I can't resist at this price. If Bosch are going with Fest PEM cells made in Europe with expensive catalysts I don't thknk they are ever going to compete against Ceres SOEC. With Doosan getting ready to mass produce, Delta, Denso & Shell this could turn into 2021 on steroids. IMHO the SOEC market is multiple times bigger than the SOFC market ever was so I would say Ceres are doing the right thing. They could well become what BYD has become to Tesla.

Hexy, you've got bigger balls than me if you shorted this and your not going to bale and take the money. Correct me if I'm wrong but the original deal with Bosch was only for SOFC. Times have changed and SOEC is now the main market. It doesn't mean Bosch are going to be in a hurry to offload their shares. If anything it might give them a hedge against a competitor buy out of Ceres. On top of that you have the North American & European Hydrogen Summits coming up which would be an ideal platform for Ceres to showcase its results from the Shell SOEC plant start up.

To my mind this is still too risky to short with the Shell system due to start up any day.

Whilst I hate to agree with you MrProfit, Shell switch on would be a big step in the right direction.

LOL "You're doctor" or do you mean your doctor?

MrProfit Thanks for correcting my spelling. Any chance you can correct me on lifetime expectancy with any published figures?

My main concern is that the company has suggested that losing Bosch will have little financiel impact. However it is over four years ago that Bosch took an 18% holding. They seemed very committed to trying to make it work. Is it that they have not been able to get the life expectancy required to make it financially viable? If that is the case other partners may well follow. It does seem to me that all these Fuel Cell companies are good at overstating what their cells can do and ignoring any down sides. It really needs an independant testing varification facility.

Don't like the fact that the wording is Doosan 'Progressing towards a launch in 2025' Is this not now potentially running very late? Also smacks of what happened with Weichai! Also, still a big cash burn!

Be nice to think the company that tomorrow the company could come up with some tangible facts & figures resulting previous stated increased funds put towards scale up and commercialisation. Getting a bit tired of them banging on about a healthy pipeline which never seems to come to fruition!

Can't understand why anyone would want to sell now! So much potential starting to be realised and away from all the political problems going on at the moment. Must be an algorithm thing.

Have to wonder what your interest is in posting derogatory comments on this board? Is it that you all have hearts of gold and get really saddened by the thought of investors potentially losing money?

Must admit I have been dipping in & out of this share quute a bit with quite good success but think I will stay in now. Seems to be too much going in the right direction.

How's it going with shorting ALBA bobrad? 😂

Can anyone get in at these lower prices. I'm trying and can't. Thinking tgere's not going to be many more chances to top up. OK tge RNS did't come out this morning but my feeling is it will come and we are just getting ever closer.

Seems to be a lot of desperate panic type attempts at deramping here. That's a good sign!

History is not a guide to future returns but it does show that potentially this could go an awful lot further!