|Ceres Power Holdings
||EPS - Basic
||Market Cap (m)
|Electronic & Electrical Equipment
Ceres Power Share Discussion Threads
Showing 6026 to 6049 of 6050 messages
|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."|
|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.|
|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.|
|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 http://www.cerespower.com/investors/presentations-videos-reports still work.
for information copied below Edison response.
summary note -
Ceres Power Holdings
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"
No companies have been found.
No sector reports have been found.
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 ??|
|The best I can suggest is
|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.|
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.|
|PP is a direct competitor to ITM, less so to CWR|
|Smokey, this has happened with another share I'm interested in. Hendersons recently sold an entire fund (UK and Irish Smaller Cos I believe) to Lombard Odier, including the transfer of the existing fund management team. The assets are being transferred across from Henderson to LO. If that is correct we should see another RNS for the LO holding in due course.|
|Have Henderson completely baled out or just reduced their holding to less than 5% and so do not have to report. Suppose they could continue to offload though.
Rather strange that the share price is constantly brought back down as soon as any rise
seems to take hold?|
|Scrutable, thank you for your detailed reply. I am liking the idea of Ceres and looking forward to a return ??|
|Good point, it was a lot to offload in a short period of time AND clearly somebody gobbled them up... but no threshold crossed worthy of another RNS, so who knows?|
|Is it a year end tidy up by Henderson? Importantly who has now acquired the Henderson holding?|
... and with all of that positivity we get hit with Henderson completely bailing out on CERES !!!
|Scrutable - Impeccable as always. The only thing I would add is that a trial of a CHP Boiler is underway at British Gas and Ceres staff are participating with units installed at their homes. Said to be producing 30% reduction in costs.|
Welcome back.I have been a holder since 2013 and have turned up to three AGMs. Except for these, which are very open and friendly, the company seems reticent to the point of taciturn. The BOD just get on with implementing the master plan which changed three years ago when it was realised that the opportunity for fuel cell technology was too large to be realistically confident of achieving successful global production, hence their decision to find five international partners capable of applying CWR's IP and living off licence fees and possibly the supply of market seeding quantities and/or key components.
The CWR Steel Cell developed over ten years is currently unique,covered with patents, incredibly efficient electrically, more robust and and much cheaper than other fuel cells to mass produce
CWR have four partners already, one of whom is for the moment still anonymous who plans to launch and commercialise a fuel cell driven boiler during 2017.
Cummins in the USA, possibly the largest static power company in the world, and Honda have signed up for the static power application and Nissan for an automotive one. Several other potential licencees are in the pipeline.
Everyone reading this board knows all this. i have tried to summarise the position because you asked for someone to do just that. I hope it helps.
Most important of all is the personal opinion from my meetings with a a slowly increasing number of senior staff, that this company has a stable and cracking good management team which will ensure that it's IP will get the exposure and take up that it deserves, and I cannot say that of any other Uk based fuel cell developer|
|Good morning all, I have been a long time holder of this share but fell away recently after getting excited about my HUR holding. Could anyone give me a brief update on the current situation and what we are expecting to happen in the next year? Cheers K|
|Due to Gatwick, I'd say every level of labour is readily available in the area .... at a cost. I think they can forget about attracting labour from the north or elsewhere simply due to house prices. Why they decided on Horsham I'll never know, although the place itself has a lot going for it. We live close by and visit often for various reasons. The factory looks about a 10/15 Min walk from the train station, if Google maps is correct. If their FCs take off, I expect they'll produce in China won't they?|
|Cerrito: Its currently relatively easy to get labour in Horsham because its just a stones throw from Gatwick airport (good rail and air links)... 20 minutes by car... As long as we still have free movement of people around the EU.|
|Thanks for that link kwizza and good to see his enthusiasm.
As you say Scrutable hardly one new fact but that is often the case in interims for companies in CWR's position; good to read about reduced cash burn and extra shifts- though I wonder how easy it is to get labour in Horsham.
What we are missing is any timeline for revenue generation- will probably have to wait till December AGM to get some insight into this.|
|I joined you lot today. Trying to recover some of my loss last time i ventured into these - bought in 2010 @ 74p, sold 2012 @ 12p.
The story was the same then - on the point of commercialisation!
Only this time it looks like they really are.
I like the jv with an established general engine producer., the cash already raised, the expanding orderbook, the scale up of manufacturing. Very surprised it didn't rise much today.|
|Down? What on earth is that about? Oh yes - guess I should mention that I added earlier.|
|Ceres Power Holdings' boss talks through an "excellent six months"
We're off... everything comes to he who waits... and how I have waited