Member Info for tennents

Well spotted DaveHughes.

Given that Bloom's production capacity is sold out through 2027, there must be someone in the USA interested in a Ceres license.

That announcement would give us (another) boost.

Interestingly, two of our short sellers INCREASED their positions (dated Mon 13th), meaning the transactions took place on Friday 10th.

That was a -4.8% price reduction day with a high of 330p and a low of 300p.

At the moment we are 385p and on the rise.

Maybe they had been on the booze very late Thursday night, because they now have a very expensive hangover.

Oh well, never mind.

The Bloom-Oracle strategic partnership is an order for 2.8 GW of kit.

They are now 18% up since opening 35 mins ago.

Be prepared to be amazed even more on Bloom.

It is currently up 14.5% in the USA pre-market. Circa $20 a share.

Seaangler

In the USA, the shift is away from EVs and into hybrids. Both GM and Ford have shut down EV lines to replace them with hybrids.

Given the scale of the country, that is hardly a surprise. Range anxiety on steroids.

Gazelleman

Well recalled. Spicy tuna indeed.

The benefit of corporate memory that those without never appreciate or get the benefit of from.

Back to the time of green stripes (and telling people not to waste their time responding/engaging). alas often also a waste of time.

Green is good folks, no matter where you find it.

How may of our shorters are Peel Hunt clients?

So Peel Hunt versus Goldman and a crew of top line US advisory houses.

How can anyone take this seriously in the same week the oils price shot past $115 and the ceasefire that is supposed to bring it back down is crumbling before our eyes. Keep in mind our partners are in Asia. The same place countries are into four day weeks and alternate days care use.

Yes downgrade Ceres kit. Sounds like the same class of strategic brilliance that stared this war.

The re-designed product has to complete its certification before it can be sold.

Expectations that this will end quickly may be more than a little optimistic. The scope for over-confidence, under-estimating the opposition and capacity for ever-reach pervades every aspect of this conflict. That is a very dangerous and high combination that has the potential for ‘by accident’ detonation into something both bigger and longer lasting.

HD

There are proposals for an additional 200MW.

A few thoughts on the current market volatility:

1) We have four shorter with chunky parts of their positions deeply underwater. For example, Arrowsmith opened 4 positions totalling 794,448 shares between 21 March and 9 April 2025. The prices ranged from 55p to 73p. Where are we now? How much is that down? (This one particularly amuses me because I bought a load at that same time).

2) We are on a Goldman Sachs ‘top pick’ list with a price target of circa 530p. Now, brokers' targets can be questionable, but Goldman is the top dog on Wall Street. Where they go, others follow as the current range of broker targets makes clear – all well north of £4.

3) A bit more on Goldman. Remember on 9 December last year when we had the famous Grizzly short ‘attack’. Their 1.27% short opened and closed within 24 hours. Why only 24 hours? Because Goldman reannounced their top-pick report and target. When the big dog barked, the bear did indeed sh*t in the woods and ran away.

4) All of the above happened just as the whole data centre thing was emerging. A new, massive market emerged. Ceres kit is right in the middle of it, and there are four factories in production or under construction, ready to supply it.

If you are trading this, good luck. If you are an LTH, hold your nose and let this sh*tshow blow its course. It will not be long.

Explorer

Your question gave Gemini the answer that you were looking for. If you had asked for a range of possible reasons for the unusually large drop you would have a non-biased answer.

Sparky

To land Marines on Kharg Island, Trump will first have to get a convoy of troop-carrier ships and their escorts through the Hormuz Strait.

That is a very, very serious challenge for any navy. If that goes wrong, the US Navy / Marines' losses could be catastrophic.

TACO indicates it will not. I also suspect the US joint chiefs will kill the idea, as a better option than killing large numbers of their armed forces, especially as there are elections on the horizon, and he is already way behind in the polls.

Dow futures just jumped 900 points. Guess what TACO Trump has has changed his mind on?

One of them, Capital Fund Management, reduced its position from 0.88% to 0.79% as reported on shorttracker.co.uk.

I expect more of them to slip away as we get more news about our partners' progress. NO value in being King Canute against a powerful Asian rising tide.

Percy

Might be a bit early to say for sure, but it will certainly have drawn serious attention to the issue.

Artgasm

The key point is that the fuel cells can use natural gas. The USA, the biggest potential host for massive data centres, is awash with low-cost natural gas and has a very large pipeline network across the country. That is why Bloom is selling so much of their kit.

Cureboy

It also means there are 29 million shares to be bought back at some stage.

Larry

Do you actually understand what Ceres fuel cells do ?

Your last posts suggest VERY strongly that you do not.

Best you do some homework before making ill considered and very poorly thought out comments based on a very limited understanding of both fuel cells and geopolitics.

Well, imagine you are one of our shorters; at 7.59am, expecting CWR to plummet.

At 16.30 pm, asking "wtf did that come from"?