Ceres Power Share Discussion Threads

[sbb1x] 06/2/2024 13:49

Why is this down 8 percent....

[brucie5] 06/2/2024 09:31

Can't seem to hold the level.

[yellowf123] 05/2/2024 19:19

Come on Phil, start cutting away some of the dead wood and saving costs.
Do you really need 500-600 staff?.
I think the markets would react positive to some cost cutting.

[smokey 1o3] 02/2/2024 23:55

Should be worth a look.

[xxnjr] 02/2/2024 11:32

Another (smallish) NED stock purchase.

[scrutable] 31/1/2024 14:13

By an extraordinary coincidence,today, I can seriously respond to the question of how, possibly one can plausibly answer the question of how to influence longevity.
Keep taxing your brain with memorising, writing and analysis.

Today's RNS at the strange time of 11.37am may tax investors a bit. It's a no-brainer to foresee there a giant future there, though not easily timed. Hydrogen Future Industries (HFI)a very recent new listing published its first Final Results. It's quite a long read of a great breakthrough in understanding high speed airflow and why today we have first glimpse of a huge (270+%) increase in energy output coming from better (SILENT) wind turbines and new type of electrolyser. The huge noise from current systems of course reflect energy loss. You will I hope be excited to learn how the new ones will be silent.

[wilmer100] 31/1/2024 11:32

It's no secret just don't die. Couldn't resist it no offence meant.

[1teepee] 31/1/2024 11:25

What's the secret to longevity?

[scrutable] 31/1/2024 11:21

It's impossible to forecast CWR total revenue until we have more information. Phil will have to be questioned more rigorously at the next AGM presentation.

We do however KNOW that royalties will be steeply exponential - as the five factories already planned or actually in build, come into production in different countries. By then the hydrolyser IP should be adding, then ,(guessing), more than double the existing potental for royalties.

In the meantime we can expect one or two more £40m cash lumps for new licenses as just now exampled by the Delta deal.

I can't imagine many better investment options in the UK, though I do expect even more from the USA in LLMs/generative AI, quantum computing and autonomous transportation .

I will by then hopefully be celebrating my 100th. but unfortunately miss the flowering of all that tech, but I won't miss the nuclear salvoes that probably still have to come from complete madmen in N Korea or Tehran

[2cmb] 31/1/2024 08:34

SCRUTABLE 'I think India maybe the Jack in the pack for the future or Weichei !
Just a question of having patience IMO. Time will answer all ofcourse.
ITM will go it's own way.
ATB.

[savvy investor] 31/1/2024 08:11

Between 50 to 100 usd per kw. Information from Ceres IR direct.

[scrutable] 30/1/2024 23:46

2cmb

I have for several years argued with someone else who held shares in both companies. I have aways held the postion that Ceres was better managed and better concentrated on fundamental research. Until the new factory ITM was selling and making one-offs. There was inadequate repetition of each size and capacity of electrolyser built. Now that ITM has become more purposed and aims at economies of scale to reduce losses the sector has attracted many more competitors - at CPH2 from New Zealand they have even developed a hydrolyser without a membrane, which allows them to collect H2 and O2 separately as products for sale. Ceres however with its original SOFC and now in reverse as hydrolyser (SOFCE) has a business model needing no working capital and has a patented process with no direct competition. ITM is still struggling to produce efficiently whilst Ceres are benefiting from mass production through Bosch in ,Germany and USA , soon in several more countries through other licensees

[scrutable] 30/1/2024 15:35

I have reiterated for years. Phil Caldwell, for whom I otherwise have much admiration, never discloses what he is not compelled to. This creates massive undervaluation. When he closes a new deal no one can have the faintest idea of its real value. I remember a PR guy he employed, and kept in touch with for a few years until he silently evaporated. - a decade ago (?) I am too old to remember his name. I don't think he was ever replaced. If he was ,I imagine him being kept in a glass bottle on a shelf in Phil's office..

[tradertrev] 30/1/2024 08:38

Yellow - that is the question everyone wants to know the answer to. Company has never given financial information on royalties so far as I am aware. Seems impossible to do fundamental analysis without this key information.

[yellowf123] 29/1/2024 19:25

Can someone please clarify the royalties payments?
Are they £100 per MW or kW and for how many years?.

[2cmb] 29/1/2024 17:56

SCRUTABLE, I understand exsactly what you are saying above. I had CWR and ITM both on my watch list at the same time. I chose CWR and not ITM. Let's see what develops in the future.
GLA and ATB.

[scrutable] 29/1/2024 14:35

cmb
After 30 years of trying to comprehend charts for the purpose of getting more prediction right than wrong I have found it useful to think of every share price graph merging two others which are better guessed than searched for.

The share price curve would ideally be in synch with the development of the product in the widest sense, ite fitness for the need/demand it is aimed at, investment made to achieve that, and its actual sales and market share..These tend to be available if not always published but are continuous, as is the flow of workers and goods.....and IS predictable ..

Such a curve could be arrived at, but on its own would however always be distrorted by a wild, very jagged, technical one reflecting interest rates, wars, political swings ie market sentiment leading to bewilderment

The actual share price graph is an amalgam of the two values. The market generally divides into those who research fundamentals and those who guess the day to day sentiment. So we all tend to get it wrong when Lady Luck is not with us.

Chart theory helps as Brucie has been commenting on, but both the two imaginary threads I have tried to describe, help me as well. It is quite easy to get to know the company well enough to predict how far it can prosper , not so easy to get the rate of expansion. and quite impossible to guess the fickleness of the day

[2cmb] 28/1/2024 19:14

Brucie5.
Thank you for your input.
I bought into CWR on the fundamentals and not by analyzing the chart. Fundamentals being the first thing to analyze for me.
Charts help me make future decisions. T/A does help me.
I have had CWR on my watch list for around 5 years. I mentioned the EMA's timeframes for future references. I did not mention RSI or MACD. I am very contented with my holding.
I am currently keeping an eye on the hedge funds as well as to what their future plan is lickly.
They tend to distort the shareprice IMO.
Have a good weekend all and ATB

[brucie5] 28/1/2024 14:06

2cmb27 Jan '24 - 19:12 - 2251 of 2252
0 0 0
Please use 49 and 13 EMA'S instead.
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Good to have you On board 2cmb27. But surely the point of good TA is to optimise your point of entry, not to flatter it!
Otherwise, makes better sense simply to buy when fundamentally cheap, even if it gets cheaper. The point of good TA rests on the assumption that certain signals tend to prove true more often than not.
The signals you suggest would have given are very short term with numerous false buy signals, whereas the 200sma would have steered you away from buying this over the last 3 years - in which period it's come down from 1600!
This is still technically in no-man's land with 3.00 being the surest buy signal and 2.50/60 provisionally bullish.
I hold quite a few already.

[skinny] 28/1/2024 12:19

Worth a read :-

[skinny] 27/1/2024 12:04

Now generally available :-