Member Info for Smokinjoe03

Interesting article from today

https://internationalsupermarketnews.com/archives/20043

Agree, but I suspect Lavrov, he's perfect, very imposing and smart negotiator

What can we expect i wonder....news on Bosch shares possibly, and potentially update on partnerships, depends on the questions raised by shareholders?

Could potentially be very good news.

Bosch changed strategy based on European demand at the time, simple.

Ceres has all partners in biggest area of demand ASIA which is growing fast.

I still think Bosch will regret that as European demand will change, and hopefully another big partner will be on board when it does.

An awful lot of buying going on today, shares really pushing on no news....interesting with the AGM Thursday.

More reasons for Ceres Power solutions?

https://news.sky.com/story/tube-latest-power-outage-hits-london-underground-as-multiple-lines-suspended-and-stations-closed-13366731

Totally agree valuations are absurd (still only £40m over cash in bank) with zero debt.

I do think it's likely we see some shorts close today, and imagine the rise with news, which is due on multiple fronts.

Another Bank recommendation and it keeps pushing, at what point do these shorters admit they now on a loser i wonder

I'm with Qantas, I still believe Ocado can recover very strongly. shorters may be winning the battle, but I doubt they will win the war.

Shorts have some tough decisions to make and if closing will pop this right UP, if not all previous profits are quickly being eroded

With our Doosan/Hyundai maritime partnership to begin in H2 this looks interesting

https://www.h2-view.com/story/maersk-and-hyundai-explore-sofc-potential/2125647.article/

Adding to your shorts at around cash value which Arrow and Citadel did early April was pure greed and now it's going to cost them

Shorts starting to get their pants pulled down, I can see them closing and popping price even higher.

Still only valued at £30m over cash held and zero debt remember, this has a long way to run still.

Dare I say, looks like this is getting legs, hardly surprising given ludicrous valuation

I'm expecting to see some short closes soon, if this rise continues

Alpha, agree has huge potential for SOFC, so only Delta and Doosan atm (Denso only SOEC currently) but I am feeling increasingly confident more partners will be signed in next 12 months, especially after a flurry of partners in 2024 and Ceres reiterated it's their main focus this year

Https://www.ceres.tech/insights/the-ai-energy-challenge-ceres-sofc-solutions-for-data-centres/

As the constant yoyo of the price indicates, this will be played until we get firm news on a number of key business drivers, for example, Shell SOEC switch on (due Q2), Doosan shipping SOFC (due H2), Bosch share placement (which i believe Ceres assisting with), new partner news, general positive Hydrogen news (including UK government update due soon) and new partner contract wins (Doosan had several last few months).

DYOR as always.

Prion - don't forget SOEC which has been licensed to Thermax, Delta and Denso, the scope for this is quite large including.

Steelmaking: The steel industry can cut CO2 emissions by 80-90% using SOECs, as hydrogen can replace carbon in the iron ore reduction process. The high-temperature environment and the availability of waste heat in steel plants align well with the operational needs of SOECs, further increasing efficiency. Projects like GrinHy with Sunfire and Salzgitter, and Ceres’ SteelCell development with Doosan, are key in demonstrating the viability of this use case.  

 Nuclear Power Plants: SOECs can be integrated into nuclear plants to produce hydrogen more efficiently using the excess heat from the plants. This not only boosts plant efficiency but also enhances safety by reducing the need for external hydrogen supplies. The integration of hydrogen production within nuclear plants can also help in balancing the energy grid, providing a flexible and reliable energy source

Lucky - asset light all day long for me, let the big manufacturers roll it out with high margin revenues per Kilowatt and substantial license fees....everyone to their own though.

Https://www.hydrogeninsight.com/policy/china-to-increase-policy-support-for-hydrogen-industry-in-its-forthcoming-five-year-plan-for-2026-30/2-1-1812091