Member Info for Smokinjoe03

Rocket - i am also shocked how a so called report from a shorter is able to effectively put the price back to place it was before Wenchai license agreed. Lots seemed to be spooked and sold, believing one shorter rather than the likes of Goldman, Berenburg etc who have £4-£6 targets...bizare

With the mud thrown by the Grizzly report, you would do well to read the Annual report and especially this extract, which contradicts the shorter, I think id rather believe those who have a legal obligation to be transparent and not tell porkies.

Here's the extract:

Outlook: building commercial traction Ceres continues to focus on the path to commercialisation with our partners. Our best-in-class solid oxide platform technology and a highly flexible licensing business model have attracted the biggest global manufacturers and systems developers looking to enter the power system and industrial decarbonisation markets. The ability to generate power from a range of different fuels at high rates of efficiency is one of the key differentiators of solid oxide fuel cells. We anticipate that the first Ceres-based products containing our technology will be commercially available by the end of this year from Doosan. Doosan has identified stationary power systems for commercial and data centre applications as attractive end markets. As these and other markets expand for our SOFC products, we expect to receive high-margin royalties.

Looks a strong appointment and the Danaher ties won't go unnoticed as they have long been touted as potential buyer of Nanopore.

Ending of the uncertainty that markets hate, should start making up lost ground now imo.

Agree i took the opportunity to top up today and may do again monday if moves downward.

JPM £2.90

Barclays £1.60

Big difference of opinions

If the 2 CFCs being built next year were cancelled they would have an obligation to say so, therefore they surely can't be at this stage!

Closing 3 because not in areas of density, that's reasonable but this fall has been way over done from £4 and they get $250m to pay down debt, good outcome I believe

I do feel the current share price has now stabilised following a dramatic drop from recent £2.20 spike, perhaps one final opportunity before revenues and margins get to impossible to ignore levels, I personally value this £1.80 on current revenue

You and Vig have managed to lower this chat room into a forum for abusive and personal attacks, laughing at the losses of anyone long...it mirrors who you are and what your about, god knows what else you and VG get up to as you have zero morals

I do think this is a hugely dangerous shorting price, the interim CEO (who they are looking to replace imminently) has asked for e-commerce strategy review including CFC's (not just) and profitability, its a big assumption he will likely cut future CFC'S and that line of business and current slide from £4 looks good risk/reward opportunity IMO

the incoming CEO want

I had to dip my toe back today, looks crazy cheap at this price, how has it gone from £2.20 almost back to where we started in a months...Bizare

I would have thought this was a positive but market reaction appears otherwise

Likely partner news, AI Data Centre demand, and first revenues this year all serious drivers and Shorts will alsi pop this far higher, they must be haemorrhaging money by the day atm

As this $9b valued company visited Ceres last month (see LinkedIn on Ceres 3w ago) could they be the mystery buyers or new partners?

Very exciting times for holders, now is the time for this sector and especially Ceres, here's hoping next week brings more positive updates!

Still only valued at £350m with £100m in bank and likely partner announce very soon....compare that with Bloom market value of $22b, seems remarkable.

Sheltie - so that makes you the nasty person if they rebound....calm down...no need for personal attacks for having an opinion, there's enough hate out there atm

It's a review only, been ongoing since June, mad over reaction imo

I've no doubt they will be on partner news

Good sign to see them UP 12% in last 5 days and 57% last 6 months, market clearly expecting that the start of mass production will be the start of rising profits (with first royalties coming to Ceres)

Well done Neil

....Sounded bullish 'we remain confident that we will meet the guidance for the full year" hints at we will get a partner does it not?