Ceres Power Share Discussion Threads

[tonsil] 08/6/2017 12:45

nice video on Ceres seen by 62,000 already

[rosejs2] 04/6/2017 17:43

From the LSE share discussion Board... A great introduction and explanation to Ceres Power and the opportunities that it is addressing... Fascinating !

[pugugly] 30/5/2017 15:56

Massive volume already - Over 20 million shares traded - Question ? An institution lost faith and bailing out and another II taking - Thoughts ?

[scrutable] 12/5/2017 19:19

ITM seems to lead in a nice little niche with their hydrolysers, but as with several AIM technology companies seem to lack commercial sense and international marketing skills.. All are at risk of being outsmarted and/ or overtaken from the US. CWR has IMO the best management of any in the SOFC field, but since yesterday can be suspected of having missed a great opportunity with IEH picked to lead a hydrogen consortium including Toyota to develop H2 use in cars and telephone towers.

[pottermagic2310] 12/5/2017 09:49

I quite like ITM myself and have been watching them since last Spring.
Actually bought into REDT instead of ITM at the time, which is sort of working out but I think ITM is doing a bit better generally

[scrutable] 12/5/2017 00:40

apologies.

[scrutable] 12/5/2017 00:40

angus

"...just R & D? Not so at all.

CWR has forecast commercialisation of FC hot water boilers by end 2017. and the first small batch has been operating successfully under close supervision in the homes of directors and senior staff. IEH whose technology is world leading in its own applications, particularly small units to replace rechargeable batteries, and to increase flying time for drones, has landed its first major client to control outdoor assets eg vehicles in parking lots and open air storage yards etc as well as to replace diesel generators for stationary supply to telephone masts. Suzuki is about to supply FCs for the mass market in motorcycles, beginning imminently with UK police forces.

ITM is increasingly supplying hydrolysers to generate gas for Hydrogen filling pumps at petrol stations, and has taken several million£ orders for units of varying capacity for industry. Several Japanese and US companies like Plug power
and Ballard are producing on a much larger scale than anyone here, but are making losses.

I have just implored the company to begin serious publicity and promotion of the Steel Cell concept and thus cut across the several NDAs by which they have tied themselves too rigorously

[angus17] 11/5/2017 13:52

market reaction says it all

when will fuel cells really become a viable business I wonder. All these companies very much just R and D at the moment and probably for the next 5 years if we are honest with ourselves.

[pottermagic2310] 11/5/2017 11:19

Onward & upward

[scrutable] 11/5/2017 08:25

What is new and encouraging is the paragraph disclosing government support from Innovate. It should add to the impetus towards commercialisation. Ceres is already ,through rigorous concentration on developing and protecting its Steel Cell USP, likely to win global leadership in SOFC technology in the very large sectors in the spotlight of this RNS : Domestic, Businesses, Data Centres and Electric Vehicles, all of them we know are less well served by IEH and AFC, Ballard Power etc.. :

Recognising the decarbonisation of heat in buildings of all kinds is a defining issue for CO2 reduction targets, the UK Government is supporting the development of the SteelCell™ into residential power systems through this relatively modest grant of £0.7m of funding to Ceres Power from Innovate UK.

[cerrito] 11/5/2017 08:07

Angus17 I had the same reaction as you when I read it.
Anyone have clarity on it?

[angus17] 11/5/2017 08:04

not too sure what todays rns is telling us.

I thought we already were developing this with a large oem. Is it just an extension with yet more changes to the core product being made?

[angus17] 02/5/2017 11:26

so it is. must have been updated quite recently.

cheers Pottermagic

[pottermagic2310] 02/5/2017 09:50

It's certainly a very nice looking Website these days.

[pugugly] 01/5/2017 20:06

RoseJS2. Looks as though they may have been updating site and was offline this afternoon - Old links still aborted but your new link works now - Thanks

[rosejs2] 01/5/2017 17:38

hxxp://www.cerespower.com/investors/business-model/

No Problems in connecting to company web site..

[pugugly] 01/5/2017 15:54

Looks as though ~Ceres or web seach having problems at the moment - Links seem broken
both IE and firefox.

Server Error in '/' Application.

Could not find the surface controller of type UmbracoJPT.Controllers.SearchFormSurfaceController
Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: System.InvalidOperationException: Could not find the surface controller of type UmbracoJPT.Controllers.SearchFormSurfaceController

[smokey 1o3] 13/4/2017 15:41

Pottermagic Regarding Hendersons investment how does the undernoted fit with your message 5643?

From Ceres Website:

"AIM securities in issue: 1,011,549,929
The Directors have been notified that 56.4% of the shares in issue are not in public hands.
Notification had been received of the following interests of significant shareholders which equal or exceed a 3% interest in the issued share capital of the Company:

Investor No. of Ordinary Shares Percentage
IP Group Plc 274,109,722 27.19%
Richard Griffiths 181,003,117 17.98%
Lansdowne Partners 98,941,264 9.83%
Henderson Global Investors 76,585,526 7.57%
Oceanwood Capital 75,225,714 7.46%
The AIM Rule 26 information was updated on 12 April 2017."

[pugugly] 09/4/2017 11:56

Rose - Thanks - I may kick Edison on Monday by phone - Their web site is (imo) misleading by omission of the key data you have supplied above and the withdrawal (apparently) of their previous notes so preventing users from evaluating the accuracy or otherwise of their previous notes.

[rosejs2] 09/4/2017 11:42

The reason why you will find little or no Edison Research information is :-

Edison Investment Research is terminating coverage on Ceres Power Holdings (CWR). 28th Feb 2017.

We now await new Ceres Power investment research from an alternative provider.

[pugugly] 09/4/2017 11:17

RoseJS2: Many thanks for link - Very odd Edison seems to have pulled all data on Ceres from their reseach database Though your link and the initiation link in the Ceres still work.

for information copied below Edison response.

summary note -
Ceres Power Holdings
Alternative Energy

Ceres Power is a developer of low-cost, next generation fuel cell technology for use in decentralised energy products that reduce operating costs, lower CO2 emissions, increase efficiency and improve energy security.


but click through on headling brings up Search results




No results found for "ceres-power-holdings"
Company results

No companies have been found.
Sector reports

No sector reports have been found.
Research results

No research reports have been found.

Very odd - Edision got major problems ? Further checking on their site indicative that they have linkage problems - Anyone else having difficuolties ??

[rosejs2] 09/4/2017 10:19

The best I can suggest is

[pugugly] 08/4/2017 21:11

RoseJS2: I have been looking for estimates of production costs and selling prices to get an estimate of gross and net margins but cannot find - Ideally they should also show relationship to kwh output and thermal. Any suggestions as to where published or where to look.

Reason -- Trying to get a handle whether the Ceres offering will have a significant all up cost advantage over competitve products.

[rosejs2] 06/4/2017 22:23

Bloomberg Quote:

Battery technology has developed faster than hydrogen; Plug Power's difficult history is evidence of that. As a result, batteries are in demand and commanding greater investment. If they become dominant in the next decade or two, the promise of fuel cells may never be realized on a grand scale, only in some niche applications such as the one for which Amazon likes Plug Power technology.

Ceres Power aim to create a fuel cell for the mass market. The Ceres Steel Cell operates on natural gas and is manufactured using conventional materials such as steel and standard processes developed for the solar industry, meaning that it can be mass-produced at an affordable price unlike Plug Power technology.

[pottermagic2310] 06/4/2017 22:14

PP is a direct competitor to ITM, less so to CWR