Member Info for Smokinjoe03

Bloom now valued at $30b v Ceres £484m, how can we be that far apart when our tech is equal or better according to many? 🤔

We are so cheap based on the sector imo

I notice a reduction in shorts on 6th Jan, one down .11% another up .04%....0.7% down overall

Peculiar when they could have done that at £4+ only a few weeks ago....but who cares a few shorts just add some energy to the price on the way UP, no way should this be valued at 3% of Bloom's market cap

Goldman Sachs forecasts Ceres Power's royalty revenue to increase significantly, projecting a rise from a base case of £95 million to £215 million by 2030 in an upside scenario. This growth is a key factor in the bank's "buy" rating and positive outlook for the company.

https://uk.investing.com/news/stock-market-news/3-eu-stocks-added-to-goldmans-conviction-list-directors-cut-93CH-4341767

Starting to pump through now, good gains finally

Explorer - yes and dont forget that Shell endorsement for SOEC technplogy/performance by entering into phase 2 (see below)

https://www.ajbell.co.uk/news/articles/shares-ceres-power-climb-extends-collaboration-shell

Delta Electronics has a market capitalization of approximately $82.33 billion USD as of January 2026, compared to $1.6b for Doosan fuel cell, there's not enough focus from the market on what's to come later this year, when Delta rollout begins in earnest.

Rocket - i agree £3 could be on the agenda and soon

Hexy so what happens when another report surfaces with nagative suggestions made and then another after that, do they just keep responding and arguing to and fro on every reply....I think I know the answer.

Https://www.delta-singapore.com/en-SG/landingpage/DCW-Asia-205

Rob - sorry im not into the show me yours I'll show you mine mentality....folks invest what they can afford and all losses/gains are relative.

Rob - your modesty proceeds you, and you have revealed a lot more about yourself with that dumb comment, how can you possibly know what others hold in terms of share volume

Rob - anyone coming on here quoting inverted angels to try to get price lower deserves more than a touch of sarcasm. Good luck with that short

Hexy so the company dont respond = guilt...youre hilarious....100% confidence this will be over £3 again in first 2 months of NY...2026 is when demand will dramatically increase, so said Delta Electronics who come online as our manufacturer later in year

Oh no the dreaded inverted Angel, we're all doomed

So many articles and focus on SOFC and AI data centres but Ceres SOEC is maturing fast...Shell megawatt has been producing Hydrogen in Bangalore as can be seen on Shell website and Denso started their SOEC with Power Stations recently, add to that both Thermax in India and Delta Electronics have also paid for this license, theres an awfully good other revenue stream starting to appear.

Lucy - the truth in this case is totally subjective and not proven, for example brokers like Goldman, UBS posting £5+ targets expect strong market take up of data centre and Power products, where as Grizzly clearly belives the market will be small...the royalties model was already out there for all to see, albeit approximate figures per Kw but typical industry standard figures.

1863 - what is there for Ceres to respond to, the Grizzly argument was essentially that they won't get enough Kwt/Gw power into the market to make substantial royalties (based on some speculatively on current Doosan sales), the royalties model is well known and understood with typical values of $150-200 per kw, per year. How shoukd Ceres respond to that..." well we expect substantially more and youre wrong...." nah once you respond to one you have to then continue to respond to every bad article written...I have confidence that as data centre growth us only just beginning other big deals will emerge with new and for existing partners.

Bloom $20b v Ceres £400m, I realise Bloom manufacturers and was first to market but the valuation difference is just crazy, especially as I believe Ceres has the lowest temperature required to perform....this recent drop is an opportunity and im back IN