Member Info for Smokinjoe03

Yep I remember VP was very clear @2.29 nothing had changed keep shorting, since then it's ballooned to £3.70, shocking returns, hope hes OK

Next Stop £4, self fulfilling nightmare for shorts, every short closed keeps ticking the price UP, UP and UP...lovely to see.

One click- agree definitely a tailwind and helping serve it up to the shorts

Shorts still think they in control, I feel certain it's all changing quickly now

Interesting, I am fully expecting another partner this year to sign, as Delta mentioned that 2026 is likely to peak demand for hydrogen, certainly in Asia.

https://www.linkedin.com/feed/update/activity:7358065300954619904

Where's VP gone, be interesting to get his views now, with no new CFC deals recently is he still advising short?

Qantas- i agree and believe there will be a moment when suddenly the longs will hold away, especially as they become cash flow positive, shorters still believe they're in control, but not for too much longer, im a buyer at this price

A pull back was to be expected after near 50% gain, let's hope it stabilises now after all first revenues are near and Delta rollout starts next year...a new partner would be a huge catalyst though

Vig - getting some of your losses back from last weeks carnage...this dip won't last be careful

Still cheap with nearly £100m in bank, and royalties close to being banked.

Shorts no doubt

Powering UP today unsurprisingly but still so cheap, long way to go still but starting to get serious traction at last

Great day to be Ceres holder, the revenue stream tap is starting to get turned ON.

I sold at 3.20 but loving seeing this keep going and hurting those who enjoyed gloating and talking up their huge profits on this board for such a long time.

They've all gone exceptionally quite, maybe had their laptops repossessed

I typed into AI the Annual % of evenues that Delta make from Data Centres, here's the result:

Delta Electronics' data center business is a significant contributor to its overall revenue, with estimates suggesting it accounts for approximately 30%. This growth is fueled by the increasing demand for data storage and processing, leading to more investment in data center infrastructure. Delta's expertise in power management and energy-efficient solutions positions them well to capitalize on this trend.

The transformational element was the big uplift of 76% of underlying cash to £92m, that was above all analyst expectations, that lays foundation for being cash positive next year, which many doubted previously I believe.

I'd be very surprised not to see 3.30 tested this week, it was after all quite transformational update last week and it was coming from virtually rock bottom, which is where shorters managed to get it...I think it's time for those long to take control now, especially with renewed confidence of being cash positive in next 12 months...I wonder if JP Morgan may decide to chip in and up their original £4 target

VG - you claimed £2.21 as target after results, you must have lost fortunes! And can't even man up to apologise to Qantas for near constant abusive messages, when it seems he might be right all along

Rocket - agreed, they were rock bottom before today's rise, this will have momentum over coming weeks, months now.

Lots of positives to draw from today's results

Good day for you, let's hope it's a proper turning point, the shorters are unusually mute.

I believe this will challenge £3 in next week or so as news gets fully digested and penny starts to drop.