Member Info for surprised

If Mazwell bid between 7p to 10p, they grow their business, secure the IP's and become a greater player in the supercap world and the bod of cpx will not be able to hold off any 'hostile' bid......they will be very aware......markets move in mysterious ways ;-)

always pays to try to keep matters in perspective...China has been closed for a prolonged period, many tech companies are/have suffered, and China only opened up a couple of weeks ago. Business is very likely to ramp up over coming weeks and orders flow as certainty of supply is a huge factor, The industry as whole appears affected not just cpx. ... in addition, cpx has new products ready to launch, importantly they have the global IP for products too and an on going case against a big player.... ;-)

It'll probably be cheaper for Maxwell to buy out CPX rather than agree substantial damages etc when the sp is below 10p and certainly under 6p or 7p....interesting times ahead and as stated below, plenty of buyers down here.......markets move in mysterious ways at times ;-)

https://twitter.com/surprised_trade/status/1618572299535527936

China closure hit supply side so sales slower than expected, thankfully China now open. order intake over New Year steadily increasing, so dissapointing update but expect to improve as supplies arrive etc.rns states funded for current needs, no debt.

More than surprised like everyone else, however, surely it gets better from here...holding all still.

totally (see what I did there lol) agree..always best to keep an open mind and imo when actual facts change then so may my opinion..to date TLY have a well run business and are ideally placed to secure more contracts, no doubt there are staffing pressures, name a business that does not thave them, however, those backlogs need clearing and TLY are in place to help with much of it and hopefully further contracts like the one 10 days ago will be lined up....good luck

spooky stuff eh, ...that's the markets for you... as no contracts have been cancelled, a known contract was due to expire on 31.01.23 and only recently one ten million quid contract one agreed on 16.01.23 I would suggest they are the facts and far from disingenuous....the 'noise' and market moves that spook is understandable on occasions, however, in this case on known knowns it is simply 'spooky noise' with no facts to back up the spooky stuff. anyway good luck unhooky we all have different takes etc.

importantly Bubs the contracts wre not cancelled, they expired as noted in July 2022, all known as per rns ...implying something incorrect like a cancelled contract is rather disingenuous, at best .

No red flag for me...the facts are clearly public as detailed and TLY have been awarded a number of major contracts since July 2022,,including the new ten million quid one announced ten days ago, that's the most recent news :-)

a 17% drop on known news, publicly stated last year a year ahead of time seems at odds with the reality of the the every day business and clearly a number of major new contracts since July 2022 signed including the ten million quid contract announced on 16.01.23.....opportunity knocks at a very cheap price today :-)

some people like a drama, or to create one....as you were :-)

The Contracts are delivered by Greenbrook Healthcare Limited ("Greenbrook"), the Group's wholly-owned subsidiary and part of Totally's Urgent Care Division. The Contracts were extended for the period 1 April 2022 to 31 January 2023, details of which were announced on 5 July 2022.

In line with contractual terms, Greenbrook is currently preparing to hand back services to the NHS North West London Integrated Care Board ("NWL ICB") which is the new body created to commission services.

Services were inspected by the CQC in August 2022 and rated as GOOD overall. The Company continues to focus on the delivery of high-quality healthcare services across the UK.

So contracts were coming to end, as detailed previously .

I doubt a max exodus on payment of dividend, anyone invested simply for a very small dividend coukld have invested in many other higher payers.....however, it's a great entry level around here for anticipated growth over next year with the drive to clear backlogs in the NHS etc ;-)

if revenue is due to rise this year as expected with the new deals etc, China deal signed up, move to main market etc maybe a forward look is worth considering :-)

investment costs money along with development etc, the forward look with ever improving tech and new partners alongside Bosch and Shell is the forward look and therefore growing revenue etc :-)

Current trading and outlook

· The structure of the China joint ventures has been agreed. We now await the resolution of a number of commercial points that are being finalised between Bosch and Weichai. Ceres will update the market further on progress as appropriate

· First 100kW electrolyser module is on test ahead of scaling into a 1MW demonstrator. Initial results are positive and give confidence that this technology can deliver green hydrogen at

· Commercial team significantly expanded in 2022, with the SOEC technology evaluation programme progressing well with Shell for deployment later this year in India, and discussions at an advanced stage with potential new partners

· Ceres' fuel cell and electrolysis test facility, developed with?Horiba Mira at its West Midlands site in the UK, is now open and supporting Ceres' core technology and system development



Phil Caldwell, Chief Executive Officer of Ceres: "These are just some highlights of another year of significant investment for growth at Ceres, despite a challenging macroeconomic backdrop. We remain focused on building a world-leading team and capability in solid oxide fuel cells and electrolysis, and partnering to deliver global deployment of our technologies at scale and pace."

;-)

" there will be greater weighting to the second half."

On the basis the markets over react (both up and down) but typically look forward following a dramatic move, it's likley over coming day(s) the sp will recover some decent ground quickly imo...SPT is a very decent company, with a very decent business and now a very cheap sp :-)

Broker note out....

2022 was a particularly strong year, and the
2023 guidance range remains relatively wide this early in the year

As expected, the combination of strong ongoing production and oil and gas prices, alongside the
deferral of some 2022 CAPEX into 2023, has driven a strong end 2022 net debt number.
Importantly, Harbour continues to guide that it expects to be net debt free during 2023, which
we would expect to occur during H2.

n terms of shareholder returns, the ongoing US$100m buyback was 57% complete as of the
end of 2022, so remains ongoing. Otherwise, the statement emphasises that Harbour
maintains significant flexibility for both acquisitions and further shareholder returns. The
existing US$200m dividend level is also mentioned, which we would take to imply that this is
not expected to increase, with any additional returns in the form of buybacks or, potentially,
special dividends.

Operationally, development of Talbot in the UK and Tuna in Indonesia are both being
progressed, as is development of Zama in Mexico, where interaction with Pemex has been
good, and development plans are being finalised. There is also now an extensive Indonesia
drilling programme in 2023, with two Timpan appraisal wells and a separate exploration well,
all of which provides news flow.

We remain positive on Harbour, particularly in what is likely to be a rising oil and gas price environment in 2023,

Harbour has a strong asset position in the UK North Sea, with substantial
production and ongoing near field development opportunities to support this going forward.
The cash generated supports this ongoing CAPEX programme, alongside underpinning
returns to shareholders. The company remains conservative with its balance sheet,
conserving cash that it could then deploy into a new growth region (likely, in our view,
including some element of acquisition and/or farm ins). We will need to wait for further news
as to where this might be, but the company has existing footholds in Southeast Asia and
Mexico (via Zama), possibly providing a clue here. Shareholder returns have also been
increased via the US$400m 2022 buyback programme, and could always be further increased
in favour of acquisitions. In our view, Harbour’s existing position is very attractive, particularly
if its hedges roll off but oil and gas prices remain high. Increasing shareholder returns have
been established, though growth potential beyond existing production levels currently
remains unclear. Overall, in a rising oil and gas pricing environment, we have a positive
outlook for the shares.

https://www.thetimes.co.uk/article/demand-for-oil-to-hit-an-all-time-high-says-energy-agency-wtr8lvmk2

Global oil demand will hit a record high this year, driven by the lifting of Covid restrictions in China and threatening a supply shortage, the International Energy Agency has predicted

https://www.thetimes.co.uk/article/demand-for-oil-to-hit-an-all-time-high-says-energy-agency-wtr8lvmk2

Global oil demand will hit a record high this year, driven by the lifting of Covid restrictions in China and threatening a supply shortage, the International Energy Agency has predicted.

The world is expected to consume an average of 101.7 million barrels of oil per day in 2023, up from 99.9 million barrels per day last year, with almost half the growth coming from China. The agency has increased its forecasts since its last monthly report and now sees demand surging over the course of the year,