Ceres Power Share Discussion Threads

[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

[oldscallop] 05/4/2017 13:52

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.

[smokey 1o3] 05/4/2017 10:54

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?

[aircraftfixer] 04/4/2017 19:59

Scrutable, thank you for your detailed reply. I am liking the idea of Ceres and looking forward to a return ??

[pottermagic2310] 04/4/2017 10:58

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?

[rosejs2] 04/4/2017 08:49

Is it a year end tidy up by Henderson? Importantly who has now acquired the Henderson holding?

[pottermagic2310] 04/4/2017 08:17

... and with all of that positivity we get hit with Henderson completely bailing out on CERES !!!

WTF !!

[smokey 1o3] 03/4/2017 17:29

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.

[scrutable] 03/4/2017 14:47

ac fixer

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

[aircraftfixer] 30/3/2017 11:52

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

[pierre oreilly] 09/3/2017 07:22

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?

[netcurtains] 09/3/2017 06:45

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.

[cerrito] 08/3/2017 23:30

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.