Member Info for Smokinjoe03

Https://www.linkedin.com/company/ceres-power

are excited to announce that Ceres has been selected as a finalist for a prestigious #WorldHydrogenAward, in the ‘Clean Hydrogen Project Award’ category for our collaboration with leading energy and environment solutions provider Thermax Limited in India.

The best bit... you pick the winner! To show your support, head to the World Hydrogen website: https://lnkd.in/dhaxrUEk and get voting! Voting is open until the 2nd of April.

This nomination is a brilliant recognition of the importance of our strategic partnership that will see Thermax manufacture and sell Ceres’ innovative solid oxide electrolysis (SOEC) technology, a significant step towards accelerating the deployment of SOEC technology in India and globally, to enable cost-effective green hydrogen generation.

The collaboration is set to revolutionise the hydrogen production landscape by delivering systems that provide 30% greater efficiency than alternative technologies and effectively utilise steam generated from industrial process heat/waste recovery.

Thomas - I agree opposing views and opinions are important when based on facts but to casually say the rise is merely due to shorters closing is nonsense, the short position actually added slightky a few days back.

Thomas - what utter drivel, you have a crystal ball do you, I'm expecting the opposite based on likely probability that Ceres will show no skeletons in closset and record revenues reached.

Come back here tomorrow to discuss?

Starting to generate momentum now before Fridays results, still only valued around £36m more than cash company hold, with zero debts and record revenues...mad

Unplug - good to see you not bitter at all!

Good to see Korea and Asia taking opposite stance to Trump and companies like BP and ramping up their Hydrogen and clean energy ambitions...which is where virtually all Ceres partners are active.

Huge spread 2 hrs into trading day, very unusual, normally much tighter, something not seen recently

21st March Friday on Ceres website now.

Not long to wait when I trust Caldwell will confirm positive news on our partners' projects and guidance on timeline and cash flows.

This is hope and expect will calm the ludicrous fall in share price

Good logica l article I largely agree with...what we need to turn this around is company results (still no date given by Ceres), due in April I believe, that I hope will reiterate the great financial year we had and confirm on all other projects

Plumbs - very close to cash, most recent update they held just over £100m this market currently had them worth £126m, utter madness

Certainly not a threat I would think... you can't get a patent on what an SOFC is made out of metal or mineral for example, but if proven could help adoption

Gussy, you should be short then if you have those strong convictions about price direction...GL

Here is the news you're missing

https://www.roche.com/media/releases/med-cor-2025-02-20

Complete over reaction yesterday, this is expect will gradually rise upwards...I'm expecting Director buys any day now

From Denso website

 SOEC (Solid Oxide Electrolysis Cell): A device that operates at high temperatures using a ceramic membrane as an electrolyte to electrolyze water vapor and produce hydrogen. While there are other methods for hydrogen production such as alkaline water electrolysis, which uses an alkaline liquid as the electrolyte, and PEM (Proton Exchange Membrane) water electrolysis, which uses a polymer membrane as the electrolyte, the SOEC has the feature of requiring less electrical energy for electrolysis compared to these methods.

Https://www.h2-view.com/story/bosch-drops-sofc-development-to-focus-on-pem-hydrogen-production/2121880.article/

Unplug - share buyback yes I remember Darktrace did that to shaft shorters, but although they have over £100m cash in hand would seem rather dangerous to spend around £25m for Bosch 17%, when we don't know future royalty dates and amounts

Sorry but that contract wasn't worth 40% of the company, especially as they were not even close to Production of any products, unlike Doosan, Delta

Unplug - your £40m cash burn per year is not true, at last interim the news was it had dropped significantly, not sure what your agenda is but here is the extract.

Significantly reduced cash outflow of £13.9 million (H1 2023: £21.1 million) driving robust cash and short-term investments of £126.1

The way I see it this is very close to all time lows, mainly driven by recent negative green hydrogen news, mainly based on Trump and Paris agreement, but I still see no material change in CERES partners plans and the Doosan marine production is still on target for H2 2025, with Royalties to follow soon after.

I've no intention of handing my stock back when price at all time lows....especially when I still think the growth story is intact