Ceres Power Share Discussion Threads

[book5] 04/5/2024 11:15

There are several factors why risks for shorters are increasing:

More customers if carbon capture takes off
RFC succeeds
Positive results in the hydrolysis tests.
Hydrogen sector growth.
A new deal to license our technology

The first one is new.

[bmel] 04/5/2024 08:05

Marshall Wace short reduced.

They have made a lot of money and are taking their cash off the table as the risk of another CWR deal announcement increases.

[book5] 02/5/2024 15:23

What would be very lucrative for CWR is that the West commits to gas + CO2 capture

[book5] 02/5/2024 14:58

Lately, in comparison with most of the hydrogen sector, we have been doing well. Perhaps because, in the medium term, our primary revenue will come from the gas sector in Asia.

[gkace] 02/5/2024 11:33

momentum. funds adding around half market cap in cash . 2 or 3 in week ahead

[brucie5] 02/5/2024 08:48

Why you so sure?

[gkace] 02/5/2024 08:02

starts again on way to 2 or 3

[brucie5] 01/5/2024 14:43

Knocked on the head by the 200wma.

[book5] 30/4/2024 17:21

cwr covers natural gas, biofuels, and hydrogen

[brucie5] 30/4/2024 14:39

We're very close to the £2 mark where the 200wma is situated; but until; that point and the support has been tested, I'm inclined to keep my powder dry. I'm also inclined to think that the recovery in share price will only succeed as part of the wider H2 story, which we should also see reflected in recovery at ITM, but happy to be corrected.
Alternatively if you're patient and even willing to buy down on any weakness you might do worse on a 3 year view.

[richpassi] 30/4/2024 14:33

Normal Afternoon Service has resumed :(

[skinny] 30/4/2024 11:07

Brucie, as I posted last week :-


Skinny - 23 Apr 2024 - 10:47:29 - 2418 of 2446 Ceres Power Holdings PLC::::Distributed Generation - CWR

---------

I also added last week - chart wise, I'm not sure about a bottom as yet though - to me, its been printing lower highs and lower lows for the last 2 years or so.

I added on the back of the update.

Time will tell, but Ceres (to me)are well placed to succeed in this arena.

-------

So I think, hope it may be time - all IMHO!

[book5] 30/4/2024 10:55

Brucie

The market values CWR very irrationally. Shorters attack CWR during long periods of no news and use their rationality to attack the price and weak holders.
IMHO, the paradigm change will probably drive the price up irrationally to much higher levels than the current one
Will CWR or the market stakeholders spin this story?

[brucie5] 30/4/2024 10:39

Skinny30 Apr '24 - 08:45 - 2441 of 2443
0 1 0
2cmp - I did say 'starting to look over bought" :-)

Its the increasing volume accompanying the price rise that is encouraging - and (IMHO), long over due!
---------------------------------------------------------------------------
Interesting. Unfortunately the long descent has a history of rather misleading counter spikes which has sucked me in twice. Hence my reluctance to buy back despite the recent rise. Always the possibility of course that 'this time it's different'.

[book5] 30/4/2024 09:26

This is Cwr published recently; Section 5 relies on tax incentives/government support; carbon credits?



video:

[nivison] 30/4/2024 08:07

I read the paper on carbon capture linked to fuel cell tech. I do like the recognition that , like it or not, fossil fuel companies need to be on board the net zero train. This seems a real possibility using this joint approach. I would like to know whether any commercial discussions, however tentative, have taken place around this concept .

[skinny] 30/4/2024 07:45

2cmp - I did say 'starting to look over bought" :-)

Its the increasing volume accompanying the price rise that is encouraging - and (IMHO), long over due!

[richpassi] 30/4/2024 07:05

5 months of ADVFN Wisdom, not holding my breath ;)

[gkace] 30/4/2024 07:02

over 2 today

[brucie5] 29/4/2024 20:33

Not sure where the optimal buy point is/was - clearly about two weeks ago in the 130s, would been shrewd; but lucky, because no rationality to the level itself. I was half hoping/ expecting it to go down to £1 like ONT, where I would have been a buyer for sure. This is what I find difficult to judge having failed to judge the bottom several times. On the other hand, it might be easier to identify the BO point at £2. On a 5 year view this is where the last journey really started for the patient holder, all the way up to £16.

I also think it might be one to buy/hold in tandem with ITM as different plays on the coming hydrogen revolution. I'm sure it's coming, it's just been a rather long bendy road!

BMEL, you seem to have expertise in this sector, including AFC?

[bmel] 29/4/2024 19:46

Book

You are missing a key point. You are talking like an investor, someone with a forward looking time horizon. That’s good, I am like that too.

Shorters are a sophisticated form of trader. They do not give a toss about the medium long term because that is not part of their operating time horizon.

This does not mean that one is good and the other is bad. They are just very different, they see things a differently, and they make decisions about the same stock from a very very different perspective and draw very different conclusions.

Bit like investors talk Chinese and shorters talk serbo-Croat. It’s all fine because shorters will go away when the trading benefits evaporate and they will find a better stock in which to do their thing.

Just recognise that it is what it is and do not over-think it. CWR will be fine as it climbs up the stairs of doing some deals and collecting some royalties, and making good profits.

[2cmb] 29/4/2024 17:42

Hi Skinny' the RSI has to be over 70 surely for the shareprice to be in overbought territory!
At times an overbought territory situation can carryover a time too.
Anyway it is good to see the rise in the shaeprice. Makes a good change.
There can be many reasons for the rise. Let's see if CWR can hold on to this rise for the rest of the week.
ATB and GLA.

[skinny] 29/4/2024 16:15

Now ironically starting to look over bought - good volume though.


free stock charts from uk.advfn.com

[book5] 29/4/2024 16:13

With the potential of a paradigm shift driven by the increased viability of CO2 capture projects, the market could overreact upwards. We've seen it before.

The European market for power cells using natural gas as a fuel has had little interest, mainly due to concerns about CO2 emissions.  
According to last week's reports, it appears that it will be more economically viable to capture CO2 with Ceres technology (as it produces much less CO2 for kWh of electricity produced, and the concentrations of CO2 are much larger than in gas power stations). In that case, Europeans will be interested in using natural gas to produce electricity using Ceres technology and capture the CO2 produced.