Member Info for surprised

https://twitter.com/surprised_trade/status/1493128966093299712

.revenue US$43.2 million, an increase of 6%, dividend in line with market expectations, cash flow significantly ahead US$6.5 million increase of 64% net cash balance of approximately US$12.5 m, well placed to continue to grow in 2022.

Caldwell says 'this exciting collaboration represents a 'massive step' in Ceres' ambitions for the Chinese market and a critical part of delivering global manufacturing capacity for our technology. Investors should be very pleased as it's a stronger deal and partneship than they even imagined.'

good luck Dartron, I get where you are coming from , for me personally I'll just let TSL play out as once Knider are fully out the large brake will be off and we should see a rise back up to nearer fair value as detailed below and in addition a Block move up will add further...so a bit of patience and I can see a very decent move up from here, I can wait and as you know I have enough 'fingers in other pies' so can wait on TSL ...nasdaq bouncing back up again today and Block rallied 8% so a lot of moving parts and a bit to play out over the next few weeks /months

part copy of latest article 1/2/22.....

there are two reasons behind the weakness in the shares.
The minor one is the fact that the swap terms were not as
favourable as they might have been. The major one has
been the sharp falls in the Afterpay share price related
to the rotation away from high-value growth stocks on
Nasdaq.

Afterpay
has fallen 50% from its high last
February and Block has fallen
over 40% since November as the
market’s mood has shifted.
Turning to the current state of
play, here is how the arithmetic
works:
Afterpay share price: A$66.47 =
£35.17
Think Smart owns 1.65 million
Afterpay = £58.0m
Add Think Smart’s £6.5m cash (held in rump business in
run-off) = £64.5m
Value per share (107 million shares in issue) = 60p

This implies the discount to fair value has widened, with
Think Smart now trading at discount to its asset
value (which we can now measure accurately). This looks
attractive – assuming your view on Block is positive. Think
of it like an investment trust: if Block shares start to recover
then there is the prospect of a performance boost from the
discount narrowing;

excuse spell errors ....

likewise, we all inadvertently simply becam Block holders, unfortunately at the lows...so the choice is sell at the lowest point or await for a recovery, clealry the is additional value in the TSL holding above todays current sp , closer to 60p+ so that's where new holders will see upside

maybe , just maybe worth looking into Square's plans ..maybe

https://twitter.com/InvestorMeetCo/status/1491321140777824258

CERES POWER HOLDINGS PLC held their investor presentation TODAY at 10:00am

https://twitter.com/V OXmarkets/status/1491396288512147457

Ceres Power Holdings #CWR was one of the most followed Co’s on @ V OX markets
in the last 24 hours.

https://twitter.com/LondonSouthEast/status/1491382625461800966
Aim Winners - Ceres Power rises on 3-way China collaboration

there was a discussion yesterday betweensome fund managersand they could notunderstand broker downgrades a few weeks aftersetting higher targets when the fundamentalshad not changed, they all dismissed those where nothing has changed and referrred to the fact that some brokers do it to generate a few extra fees etc ....CWR fundamentals remain intact/unchanged and the outlook for the sector will only grow globally....

Weichai, Bosch and Ceres plan strategic collaboration for the Chinese market

Terms have been signed setting out plans for a three-way collaboration with Weichai Power ("Weichai") and Robert Bosch GmbH ("Bosch") to access the substantial opportunities that exist for fuel cell technologies in China............License fees of £30 million from the System JV and Stack JV to Ceres are expected over the next three years in line with those agreed in the original Weichai-Ceres agreement in 2018, with minimum payments and annual royalties receivable following start of production from each of the JVs. Detailed agreements are now being prepared, with the JVs intended to be formed following the signing of definitive contracts.



Phil Caldwell, Chief Executive Officer of Ceres: "This exciting collaboration represents an important step in Ceres' ambitions for the Chinese market and a critical part of delivering global manufacturing capacity for our technology. We have every confidence in our partnership with Weichai and with the addition of Bosch's expertise in industrialisation and manufacturing have the potential to establish one of the strongest partnerships in the fuel cell industry."

https://twitter.com/surprised_trade/status/1491314390758731776

another contract extension worth c. £7 million. on top of the recent £54m wins

https://twitter.com/surprised_trade/status/1491071043523465222

the good news is they see RST as a buy :-)

https://twitter.com/surprised_trade/status/1491015056925999104

tipped today in the Telegraph....broker target 615p

.....Today’s contract win is another example of CAP-XX’s unique performance characteristics and form factor, enabling a potentially high volume IoT application that is available today. The MCCI module delivers long range wireless transmission in a small form factor and at a highly affordable price. Adoption in both consumer and industrial applications could therefore end up high volume but will need to be driven by end applications and customer demand.
We maintain our Buy recommendation and 15p valuation.

now cpx own the whole process, manufacture etc investment should now be paying off and with higher margins on sales and expaning markets, IOT etc all should grow from here..including the sp that sits at 5p some way off both broker fair value targets on current knowns of 15p+.....not including any Maxwell result ;-)

AK stated plenty of cash, no need to extend manufacturing as facilities can cope for next two years, so looks like no raises needed on current view ;-)

WH ireland 8.2.22

WHI View : Jubilee is at a tipping point in terms of its revenue and attributable earnings as it brings in house most of its PGM production and is on the verge of fully commissioning its copper With Jubilee controlling the pro plant and refinery at Roan and Sable in Zambia.

We feel Jubilee is in a strong position. Jubilee remains a growth story with stable PGM production in South Africa ((which could yet still grow) and significant upsides from its copper cobalt strategy in Zambia.

We continue to see fair value at 29p based on a simple average between conservative P/E and EV/EBITDA multiples against peers and a DCF suitably risked for stage

Cenkos growth company presentaitons

https://event.webinarjam.com/register/1387/ryy72s8lg

interim results will be released on 23 February 2022 .