Ceres Power Share Discussion Threads

[yellowf123] 13/1/2024 09:39

Phil needs to cut his cloth to suit the business in the next 6-12 months.
Swallow your pride and focus on cost cutting, royalties are several years away.
Remember royalties are paid by manufactures only after they have sold their completed products, not at the time the cells are manufactured.
Is there really a need for almost 600 headcount?.

[book5] 12/1/2024 11:03

U need to swap a lowercase for a capital letter

[tractorhead] 12/1/2024 10:24

May be of relevance. Don't know.

hxxps://www.universal-sci.com/article/improved-method-hydrogen-production?utm_content=cmp-true

[book5] 12/1/2024 08:41

mcmather
Because they don't have a clue.

[mcmather] 12/1/2024 08:23

How do you go from 600 to 150??

"RBC cuts Ceres Power to 'underperform' - price target 150 (600) pence"

[book5] 12/1/2024 08:18

£1 could be, we don’t know.
“Years away from royalties” is, in my humble opinion, wrong. It should happen this year
India tests are for hydrolysis, and the tests and validation for power are completed; otherwise, the factories would not be built in Korea and Germany.
Imho The problem is that we do not know the long-term market size.

[yellowf123] 11/1/2024 16:50

I will be labelled as scaremongering but I do believe that the share price is on course for £1.
Still a few years away from SOEC tests being completed in India.
Still a few years away from recognising any royalties from manufacturing partners.

If there is any good news out there I will be happy to share that also.

[book5] 11/1/2024 08:53

And the market size has been shrinking, judging by the SP’s action. We know very little

[brucie5] 10/1/2024 17:25

book58 Jan '24 - 18:24 - 2113 of 2114
0 0 0
bmel
--------------------------------------------------
Good questions, Book. In the absence of any decent earnings or a forward looking chart I'm not sure what there is to tempt investors, including myself atm. So we need clearer, bite size information about the opportunity, the likely uses and the competitive edge.

[1teepee] 09/1/2024 06:31

Vans and lorries I think

[bmel] 08/1/2024 12:18

Book5

There is some cross-over in market segments.

BUT Ballard make PEM fuel cells, a completely different technology from Ceres SOFC kit.

This level of ignorance about the CWR business makes clear the level of quality of the poster’s contribution.

This is what the ignore feature is for.

[book5] 08/1/2024 08:47

Ballard and Ceres cells cover different segments

[cerrito] 06/1/2024 22:12

Note that these two are replacing Weichai people who have been Ballard directors for 5 years.
That said I was unaware of the Ballard/Weichai relationship and need to do work on this.

[yellowf123] 06/1/2024 12:45

Has the Ceres/Weichai deal been stolen away by Ballard?.

hxxps://www.ballard.com/about-ballard/newsroom/news-releases/2024/01/02/ballard-announces-succession-of-two-weichai-nominees-to-board-of-directors

[smokey 1o3] 05/1/2024 11:30

Thanks Brucie!

[brucie5] 05/1/2024 10:03

Re. Hanwha @ 43%, 3rd party data error apparently. Will be corrected.

[pj84] 04/1/2024 22:10

book5 those links just come up with subscription options any info. on what is in the actual links?

[brucie5] 04/1/2024 14:05

It's a bit of a mystery. I've emailed CWR I/R to ascertain. Will report back.

[pills1] 04/1/2024 13:48

Shareholding doesn’t add up at all for top10 besides the private holders. I just don’t get where they have bought so many! It’s must be part of the Doosan work with CWR in South Korea??