Ceres Power Share Discussion Threads

[book5] 09/11/2023 16:40

Decent finish

[seball] 09/11/2023 08:07

From June trading update:

'Bosch and Weichai have reconfirmed to Ceres their commitment to the China JVs and are targeting signature this year'.

Yes it's been a long wait but will be a nice early Xmas present

[skinny] 09/11/2023 07:43

A bit more on the item from a couple of weeks ago :-

[book5] 08/11/2023 00:18

I am not sure heavy industries will change what they currently do with their spare heat.

The heavy industries we target, including ammonia, steel and fertiliser production, currently reduce the heat losses by heat exchangers and electricity production. Diverting that heat to hydrogen production will reduce the heat available to current uses.

To install our technology would require lots of redesigning of the manufacturer's installations to create room for new pipes to collect and divert the steam, etc.

We will create options for employing their “wasted heat”, but would they invest (redesign and rebuild their installations) in taking this opportunity?

Will those industries generate hydrogen rather than whatever they do with their spare heat?

Cwr's message appears to be biased, and they should talk about this.

[brucie5] 07/11/2023 12:36

Well done CWR. All adds to the developing picture. Though in this market I prefer to be out.

[skinny] 07/11/2023 07:06

Nice find!

Dr. Caroline Hargrove CBE, Chief Technology Officer at Ceres, commented:

“Ceres’ advancements in solid oxide electrolysis technology underscore our ability to drive fast, tangible progress in the green hydrogen sector. This milestone is testament to the significant expertise within our technology team and to our ability to build strong collaborations with strategic partners to proactively shape the future of clean energy.”

[seball] 07/11/2023 07:05

First-of-a-kind 1-MW scale electrolyser demonstrator in final stages of commissioning
Delivers green hydrogen at <40kWh/kg, up to 25% more efficiently than incumbent technologies
Improvements in performance and cost of next generation technology lays foundation for scale up
Ceres, a global leader in fuel cell and electrochemical technology, is pleased to share that its first-of-a-kind solid oxide electrolyser is producing hydrogen at partner AVL’s site in Germany and is in the final stages of commissioning, on track to reach factory acceptance testing in the coming weeks.

This press release features multimedia. View the full release here:

[book5] 06/11/2023 21:58

Please, anyone
Do Ceres power cells use graphite?

[bomber13] 06/11/2023 09:01

Don't forget Ceres is presenting its sustainability strategy this afternoon at 3.30pm on Investor Meet followed by a Q & A session .

Perhaps they will put some more meat on the bone if asked ?

[seball] 06/11/2023 07:41

From June trading update:

'Bosch and Weichai have reconfirmed to Ceres their commitment to the China JVs and are targeting signature this year'.

Yes it's been a long wait but will be a nice early Xmas present

[seball] 06/11/2023 07:04

Yes I would imagine news within next few weeks. Could be any day now. Wouldn't want to be short, any sign of JV and this shoots past 500p. Buy

[skinny] 06/11/2023 06:49

Thanks for the links - from post 1959 :-

" Stefan Hartung said that both parties have achieved record-breaking results in the past collaboration, and hoped to further expand the co-operation into new technological areas such as fuel cells, to accomplish better and longer-term development."

"Along with the rapid development of new energy vehicles, Weichai and Bosch have always been rapidly responded to market demands - envisioning a new outlook of the new energy, committing themselves into research development and commercializing of fuel cells products. These has opened a new chapter for the strategic cooperation between the two companies."

[seball] 05/11/2023 15:56

'JINAN, China, Nov. 3, 2023 /PRNewswire/ -- On the 3rd November, China Weichai and Germany Bosch Group signed a strategic cooperation agreement on future technological innovation. The two parties will strengthen collaboration in the area of new energy, high thermal efficiency diesel engine, intelligent transport, etc., synergising the global R&D resources of both parties, capturing more critical core technologies, resolving worldwide issues, and jointly making new contributions to the development of the global industry.'

'Along with the rapid development of new energy vehicles, Weichai and Bosch have always been rapidly responded to market demands - envisioning a new outlook of the new energy, committing themselves into research development and commercializing of fuel cells products. These has opened a new chapter for the strategic cooperation between the two companies.'

[seball] 03/11/2023 09:04

Expect a bounce about 300p. Far to cheap. China JV could come anytime. Expect 500p plus on JV news.

[bjfanc] 02/11/2023 18:45

Your guess is as good as mine, when it comes to China and the current regulatory environment.

[brucie5] 02/11/2023 09:49

Well done; but the whole market is up today, being widely oversold.

[ch1ck] 02/11/2023 08:40

Self praise is no praise , but what a call

[ch1ck] 31/10/2023 09:50

Revisited the results from the last quarter, based on this I have bought 25% more shares.I believe news of the China deal will be announced soon which should lift the shares by 30% initially then income from this year can be booked.