Cmr Fuel Cells Share Discussion Threads

[maxwellsdemon] 12/6/2007 10:41

Given the health concerns with very low power wi-fi there is no chance that an induction type of coupling which is actually transfering significant power is going to be acceptable. There is absolutely nothing new about witricity. Everything can be derived from Maxwell's equations.

[jonwig] 12/6/2007 10:18

Cher P - yes, I read about that and wondered myself.
But I'm sure I read somewhere that WiT was many years away from commercial viability (like CMF, doh!!).

In practice if you were a few feet from a power source, you wouldn't use a battery either - at present you'd just plug it in.

And CMF is about cost - if their cell stacks can deliver power more cheaply than batteries, they might have the edge on WiT, too. We've absolutely no idea what hardware would be needed at the receiving end to equip a laptop for WiT.

[cher price] 12/6/2007 09:59

Wonder if the latest drop is due to this?

[jonwig] 09/6/2007 07:41

ElGordo - CMF floated its boat when fuel cell companies were all the rage; it's hard now to find ones whose share price has stayed high!

The positive slant on that is that they raised plenty of money at the time, I suppose.
The technology here could be world-beating, but the path towards that isn't so clear.

[ben nevis] 08/6/2007 22:44

Aah! yes, Ceres Power, have made a bookmark, Cheers.

[elgordo] 08/6/2007 20:09

You almost certainly mean either Ceres (CWR) or Ceramic Fuel Cells (CFU).

[ben nevis] 08/6/2007 20:03

Hi folks

Trying to remember the name of the company doing small CHP plants for homes

Fuel cell I think, producing heat and elec.


Had a great outlook, can you give me link or thread ? TIA

[elgordo] 08/6/2007 19:13

Now 30% down on placing price, and I'm beginning to wonder where this is going to find a floor. As with SGA, I'd hope to see some directors' purchases appearing if they thought this was now undervalued...

[tuffbet] 04/6/2007 10:06

If you believe as an investor you should know your subject then this is a worthwhile link.

[jonwig] 17/5/2007 11:48

Many thanks for that, tuffbet!

Anything from CMF which "aims to accelerate the progress towards commercial
application for fuel cells" can only be good news, though it will still be a long wait.

J-M has nothing to say about the collaboration on its website, but does say:

"Johnson Matthey is the world leader in catalysts and catalysed components for fuel cells."

[tuffbet] 17/5/2007 11:15

More on the collaboration with Johnson Matthey

[jonwig] 14/5/2007 19:20

Decent volume today, most of it clearly buying.
One of the buys was mine, adding.

[jonwig] 14/5/2007 10:57

Accelrys Inc is a NASDAQ-quoted company with MCap of around £83m.
The Cambridge operation is doubtless how the two came to collaborate:

Accelrys and its predecessors have been based in Cambridge since 1989. The original Cambridge operation was a startup software company that emerged from the University's Materials Science Department. The company retains close ties with the local academic and high tech community.

Accelrys moved to its new European Headquarters at the Cambridge Science Park in May 2002. The location houses around 150 people. Research and development is focused on simulation and informatics software for materials research and on cheminformatics. Service, sales, marketing, and administrative teams are also located here.



Johnson Matthey needs no introduction; MCap is £3.5bn, FTSE100 stock.

[jonwig] 14/5/2007 07:18

This looks very promising for our little company:

Automated Design of New Materials for Fuel Cell Catalysts

CMR Fuel Cells Plc, the Cambridge based compact fuel cell stack specialist,
together with its partners Johnson Matthey Plc and Accelrys Inc, is pleased to
announce the formation of a UK based Research Consortium. Funding has been
awarded through the Autumn 05 Technology Programme competition for funding. In
support of the ground breaking project the DTI will make available to the
Consortium a total of £1.15 million over the duration of the three-year
contract.

The website for the Consortium is here:

... or at least it will be soon!

The Independent was given the story ahead of the RNS:

"The word in the market is that this commercial collaboration may not be the last that CMR agrees before the end of the year."

[elgordo] 08/5/2007 16:18

No, but it seems to me (admittedly based only on an occasional peak at trade data) that there has been a relentless low level of selling for months. Nice to see a move up today (so far...), however small - though not, as far as I can see, supported by anything other than one small buy.

[jonwig] 08/5/2007 15:47

On the subject of lock-ins, it seems to have been the standard 1 year from admission - expiring December 2006.
There haven't been any notifiable disposals since then.

[jonwig] 07/5/2007 16:57

ElGordo - I can e-mail the prospectus to you.
Post your e-mail address, hit the "Post Reply" button and then immediately edit it away.
I don't need to see it to pick it up later.

BTW, we have a 'duplicate beast'. I'm going to moderate one of the two posts, 151 and 152.
Also something's wrong with the header here. I'll see what I can do.

[elgordo] 07/5/2007 16:38

Lack of news flow leaves little to discuss, and provides reason enough for the relentless share price decline. However...

Jonwig - I recall from earlier postings that you obtained a copy of the prospectus after CMF floated. If you still have it, it would be interesting to know what it said about any lock-in periods for the major holders. If there were 12 month lock-ins, maybe this might help explain the southward trajectory since the beginning of the year?

[nigelm2] 29/4/2007 18:56

Sold the lot no performance down if anything, looking a dechra pharma instead.

[cleo1601] 29/4/2007 17:47

Oh dear... Sorry!

[jonwig] 29/4/2007 08:19

Cleo - have you the right company?
The right thread?
CFU perhaps?

[cleo1601] 29/4/2007 01:40

I think the reason is that I bought in at 54p... it always happens. Sorry! Who'll pay me to sell?