RE: Ceres, ITM11 May 2021 15:54
As a newbie I have been an enthusiast for Hydrogen in all its various uses for a future fuel. I am not a market or share expert; how do the members here see ITM and Ceres compared to the big players eg Mitsubishi Heavy Industries, Siemens and other major industrials who are beginning to invest in H2? Do ITM and/or Ceres have any USPs or just first mover advantages? Is it likely that they will be left behind once the major players start throwing big money at RandD or do they have technologies or patents , with a 'wide moat' as Buffet might say? I like investing long term in small companies especially UK ones so I am sticking with them both but I am not sure how secure they will be once large investments start to flow, Any informed views very welcome. Thanks.