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Looks like the CPH2 hydrogen system is a no-go, with a catastrophic failure in their FAT 3 testing. Not good news for the company, employees and shareholders, but it does reduce SOEC competitors

Amazing work 28jaczar01

Great news on the electrical supply, as this would have been a show stopper, but it does lack, what are ENATREL getting from the deal

Https://www.usgs.gov/publications/prospectivity-mapping-geologic-hydrogen

Brentw1, looks like it, but i thought brokers were strict on how quick they allow this. Don't have any experience of Hannam & Partners

Can't find a reliable source for current prices of 99.999% He but using conservative (in todays situtation) it could easily be $1000 /scf so each tanker worth $156k

Quick assumption using current start-up 1,500 Mcf/day total gas and 1.1% He concentration, helium output would be about 16500 SCF/day, so approx 9 days to fill to working pressure. Happy for anyone to correct my maths , and advise if pressure/accumulator filling probable slows as it gets to the higher pressures in the tanks.

He said 5 nines, 99.999% purity, that's good stuff, laboratory grade

My 6105 at 81.7 was a buy not a sell

Investments, being just shares, or does this include property. Seems like financial suicide

Sorry for the basic question, but which port is the spod shipped from and which port is it off loaded at. Just want to try and track suitable ships

But yesterdays trading volume was only registered at just over 500,000, how do they manage to hide that

Alpha-dog, I asked AI a few questions on why Doosan was being selected as well as Bloom for SK Ecosystems, and major reason seems to be performance

"Why Ceres Technology is Performing "Better" in Recent Testing The primary reason you are seeing superior performance metrics from Ceres/Doosan in current research boils down to the Lower Operating Temperature and the Metal-Supported Cell (MSC) design: 

Thermal Cycling and Durability: Because Ceres cells use a stainless steel base, they can expand and contract much more easily than Bloom’s thick ceramic cells. This allows for faster start/stop cycles. In a data centre environment, being able to ramp up or down quickly is a massive advantage over the "always-on" rigidity of older SOFC designs. Sealing and Maintenance: At (600 deg C) (Ceres), sealing the fuel cell is significantly easier and more reliable than at (800 deg C) (Bloom). This leads to lower degradation rates over thousands of hours, which is likely the "better performance" you’ve noted in recent data.

System Efficiency: While both claim electrical efficiency in the 55–60% range (LHV), Ceres-based systems often achieve higher Total System Efficiency when integrated with waste heat recovery because the lower temperature allows for the use of more conventional (and cheaper) balance-of-plant materials.

Why SK ecoplant is using both SK isn't necessarily "switching" because of a failure in Bloom’s tech, but rather because they are playing two different market roles: Bloom (The "Utility Scale" Workhorse): Bloom has the "Energy Server" architecture already mass-produced at a scale Ceres hasn't reached yet. For massive 100MW+ power plants, SK still relies on the Bloom partnership because the supply chain is mature.Ceres/Doosan (The "High-Spec" Challenger): By partnering with Doosan (who uses Ceres tech), SK ecoplant can offer solutions for AI Data Centres where thermal management and rapid response are critical. The metal-supported design is also seen as the future of SOEC (Electrolysis) for green hydrogen because it handles the intermittent nature of renewable energy (on/off) much better than ceramics. 

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Nettles, thank you very much for all your input and data over the past 4 years, i rarely post but do follow, purely for self learning. Hope all goes well for you and you family, and i look forward to your posts on WSBN. Off for a couple of days research now on KOD and IMM. As a thank you , a couple to add for your research ; 😊MTL & HEX

I presume the company has limited cashflow runway and will soon be seeking a placement, do we know costs to drill the dome and what dilution has done on previous placements

Very interesting to see Slide 19 with the whole process shown. I presume Hex stops at the first phase He 94-98% at $350-$600 Mcf or do they have liquefication plant for high grade purity

That seems a more well balanced post now, does Capital work for Grizzle Grizzly?

It would be a a good time for the management to speak up , Horsham !!!!

What sort of purity is the gold dore presenting being sold at Runruro and is La India expected to be any different