Clean Power Hydrogen Share Discussion Threads

[tenapen] 27/5/2022 07:26

How they sold this for circa 60p ps was at the time expensive. Reading the todays results.... I'm thinking the buyers were taken for fools.

Sector's rise and fall together, and this company just doesn't add anything !.

[jotoha2] 10/5/2022 16:07

They raised £30m , and did pretty well on valuation considering no near term sales here , will watch with interest , expect 10p in time .

[mwj1959] 09/5/2022 14:03

Back below IPO price of 45p.

[mwj1959] 28/4/2022 09:39

I suspect recent share price weakness is due to selling by all those pre-IPO investors who have made many multiples of their initial investment in this. Share prices of UK comparators, such as Ceres and ITM have also been weaker, albeit not to the same extent. And there has been little post IPO news.

[pcok] 27/4/2022 16:30

Given that Atome is flying is there any read across to CPH2. share price would suggest not but they do appear to have future developments in common eg South America. Thinking of dipping a toe here.

[skinny] 05/4/2022 10:35

From yesterday :-

[dragon35] 21/3/2022 13:32

Good news that they won this in a competitive environment and AECOM are pretty good and globally active so hopefully they recommend to other clients of theirs.

[andrbea] 21/3/2022 07:28

Jon Duffy, Chief Executive Officer of CPH2, commented:

"I am delighted to announce positive commercial momentum at CPH2 so soon after we listed on the AIM market of the London Stock Exchange. The addition of a new international customer to our order book is further validation of the technology that CPH2 has developed. Our Membrane-Free Electrolyser has many benefits, it being low-cost, scalable, flexible, safe, and reliable, and can produce green hydrogen anywhere in the world. We very much look forward to working with the ATOME team in delivering the first commercial production of green hydrogen for transport in Paraguay and to an ongoing partnership in the South America region.

Olivier Mussat, CEO of ATOME, commented:

"After a lengthy procurement process we have chosen to work with CPH2 because the product perfectly fits our requirements and we are very impressed with its simple yet effective technology as well as the expertise and transparency of the management of CPH2. We can produce green hydrogen from an electrolyser which is easy and quick to install, safe, durable, flexible, scalable and which releases no waste water.

"We likewise look forward to an ongoing partnership with CPH2 in the South America region."

[mwj1959] 09/3/2022 16:11

Thx. Presume that was from Cenkos, who lead their IPO. Pricing was very much at the bottom of the range and at one point last year I heard a valuation of £600m being mentioned, but that was when ITM and Ceres were flying high.

[lord orphan] 09/3/2022 10:57

Pre-IPO research. Presumably research coverage will commence one month after admission.

[mwj1959] 08/3/2022 09:52

Where did you get the IB £322m valuation from?

[lord orphan] 03/3/2022 08:47

The investment bank which valued CPH2 at £322m had a target for 2030 production capacity of just over 700MW. The company's own target for 2030 is 4,000MW including 3,000MW manufactured under licence by third parties. That's a factor of 5.5x the size. The current Doncaster facility has a capacity of about 250MW and there are plans to increase that, as well as a gigafactory in Northern Ireland, which the NI government is promoting. Any news about manufacturing partners or Northern Ireland expansion could see the share price multiply overnight.

[dragon35] 02/3/2022 10:59

their technology is already anticipating a transport based solution see link below https://twitter.com/cleanpowerh2/status/1460628317871259654?s=21

[dragon35] 02/3/2022 10:55

Energy security will be biggest investment sector going forward. Nuclear power runs 24/7 so instead of dumping unused electricity as heat they can put it into electrolysers for hydrogen and then maximise energy usage. Major transport May then follow into hydrogen power and again a container packaged electrolyser means the infrastructure is easier to build so this should be a top performing share over next few years all being well.

[lord orphan] 02/3/2022 09:52

CPH2 was valued at up to £322m by one investment bank in the week before Christmas. That's 120p per share. Recent events in Eastern Europe have placed energy security first and foremost within government policy and storage plays a huge role in that. The case for hydrogen in the energy transition is stronger than ever.

[skyship] 02/3/2022 09:03

Strewth - 70p! CPH2 now accounts for 30% of PRIM's MCap, whilst PRIM trading at a 50% NAV discount. Clearly mis-priced; which is why I hold.

[dragon35] 22/2/2022 20:22

https://www.cnbc.com/video/2022/02/21/hydrogen-market-to-grow-200-fold-in-next-decade-predicts-goldman-sachs.html

[blondviking] 18/2/2022 11:57

Small mention in IC today

[lord orphan] 18/2/2022 08:17

Plenty of detail in the Admission Document https://www.cph2.com/investors/company-information/

[tenapen] 17/2/2022 18:31

They got a good sized mention in today's Daily Mail.

Reads well.


My interest ends - one order published for 2022 and yet a M/C of circa £167ml

If anyone finds different - my apologies in advance

[skinny] 17/2/2022 14:58

Hi donketykong,

these are on my list to research further at the weekend.

[donketykong] 17/2/2022 10:34

Had a look at their site quite short on specifics about their technology. Anybody found anything else? Thanks

[skinny] 17/2/2022 07:10

A bit of PR :-

Clean Power Hydrogen is admitted to aim.

[hedgehog 100] 16/2/2022 17:50

CPH2 looks interesting, albeit quite fully-valued at 61.5p, though that's not to say that it can't go higher.

But a risk is that its sector is a gradually-deflating bubble: ITM has fallen about 63% in barely a year, from 717p on 26.1.21 to 265.4p now.

And as more companies start producing green hydrogen, and ramp up production, average production costs will decrease, but also prices.

I.e. commoditisation.

In addition, as it sells hydrogen production units rather than hydrogen itself, its revenues look non-recurring. And as the units have a 25-year warranty, they clearly do not need to be replaced very often.


"Nel to slash cost of electrolysers by 75%, with green hydrogen at same price as fossil H2 by 2025

Manufacturer is building a new fully automated electrolyser factory in Norway, which will be expanded to 2GW, resulting in huge economies of scale

21 January 2021 13:25 GMT UPDATED 21 January 2021 14:50 GMT
By Leigh Collins

Norwegian electrolyser maker Nel has unveiled plans to cut the cost of its electrolysers by about 75% in a new 2GW factory — set to be the world’s largest — and to reduce the price of green hydrogen to $1.50 per kg by 2025, roughly the same cost as grey H2 derived from unabated fossil fuels.

In his Nel Capital Markets Day presentation on Thursday, chief executive Jon André Løkke explained that the company will complete its first 500MW production line at its new fully automated alkaline-electrolyser factory in Herøya, Norway, in the second quarter of this year.

“By installing the first 500MW line, we will cut the cost approximately in half, and when we add additional lines and we optimise the design further and work on the technology, we should be able to cut the cost almost in half again,” he said.

“And on that journey, we will see that green renewable hydrogen is going to outcompete the fossil solutions.”

Løkke unveiled a new target for producing green hydrogen with a levelised cost of $1.50/kg by 2025, based on “a large-scale Nel [electrolyser] facility”.

“That is basically on par with fossil hydrogen,” he said, adding that costs would fall further after 2025, making green H2 cheaper than grey."