Andrada Mining acquisition elevates the miner to emerging mid-tier status. Watch the video here.
I have an intrinsic mistrust of insider information sharing on companies whereby I believe a lot of money is made by people that know what will be published before the mass market know what is said. Tomorrow the results are published at 7 am and hence many people are involved in writing them, distributing them, getting ready to publish etc. that is likely happening about now. My experience had told me to follow the money. If the share start to go up or down in quite a dramatic way 3 or 4 % either way the day before then I tend to think they will go much more when the market sees the results. Doesnt always happen, and I could never prove it happens as those that do it have no interest to tell…. And of course probably most are clean, doesn’t stop it happening and I will be interested to see what happens in the next hour. It might do nothing at all, I hope it doesn’t as that suggests I’m too mistrusting ??
Sorry doog I don’t remember the thread, I don’t really like the way this site works and I’m not premium. I summarised below what I had said. I suggest you listen to the podcast on the Ceres Website about Shipping deals imminent from the head of Ceres Shipping division. Also listen to Phil talking about the US in Oodcast this year, and you have to read between the lines as I believe really major moves into US after their massive incentives to encourage companies with climate change tech to relocate there. Remember Ceres sell the tech, they don’t need to relocate and then they get sent a cheque when others make and sell it… Arm for computer chips, Ceres for low carbon energy and hydrogen production. Why do Bosch, Doosan, Weichei etc choose to work with them? Why do some of them want to own 10 to 20% of the IP.
Investing is a lot research, conviction, focus and patience and isn’t always easy I. Thr times we have now. Bull runs normally start at the top of the interest rate cycles where down is more likely than up, the China tensions will ease and the war will finish… I’m not waiting for others to eat my lunch
Please read my posts which have absolute detail about the JV delay. I work in sales org that deals with contracts of 8 figures, sometimes 9. This is a massively complicated contract.
Who pays for returns, when do prices go up, is sales price cost plus or an agreed increase each year as one party makes it the other sells it in China. Who decides when to change approach or use new tech that Ceres invents. What min guarantees are there, what happens when x happens.
This is the contract stage for a project that will grow exponentially in the biggest market in the world (soon) what happens for sale in US or Germany. These are as complicated contract discussions as you get so a small delay is better than a problem later.
Weichei have given massive rubber stamp to the tech on a big public ceremony, both companies own big part of Ceres and Bosch and Wechei are partners for many years on engines and more.
Look past the FUD and decide if you want to invest. Phil has made clear all parties want to continue but there is a delay that Ceres can’t fix.
In the mean time the shopping deals and moves into USA and furthering of the other pipeline deals is all happening while some people give so much focus to day to day without seeing the wood for the trees…
Good luck deciding, tomorrow is going to be fun imho
Only big error…
Even better post toneman, I do agree with you. Part of the investment puzzle over the years is to know what to take into account and what not to. In 36 years of investing my I let big error in the stocks I go heavy on has been impatience. I am right here and will wait out over next 3 to 5 years whatever is thrown at Ceres. It will be much more fun when it is £20 but that is a while off..
Fair point atoneman, but Phat comments I view as manipulation and scare stories rather than views and treat such with disdain. I will sound arrogant saying it, but I am right here.
To use smoke and mirrors of trailing revenue, macro issues of China US and Russia or the delay in signing the transformational JV to make people nervous of the massive rewards to come is manipulation, nothing more nothing less. Phat is one of those people that will get lucky occasionally selling for an already bargain price of £4 and then thinks they know something. He/she/they do not they are just playing at a big boys game that will soon play out the wrong way for they/he/her
1863, agree boyo good posts and Phat is going to come very unstuck very soon. I’ve done this for 30 years and many of my posts explain why I am now all in for Ceres and it’s eye watering amount of money. The company is better placed and with finding, IP, partnerships, government tailwinds, regulatory massive massive tailwinds and consumer support for decarbonising tech, know how and mass market manufacturers who are also in the biggest markets in the world and also own big chunks of the company.
Investors will listen keenly to the call tomorrow and I expect a big re rating in next 3 months. Day trading is good for 10> if people, investing in difficult times is what people like Warren Buffet do, Ceres is a diamond in the rough of the world today and I have no doubt about it hitting all time highs next year, and that is £14+
I have never been so comfortable with a share that has fallen for all the wrong reasons and these will soon come unpinned and the price will go up a lot imho
So just following up that. Germany pushing EU to still allow combustion engines to run on a mix of X Moses with hydrogen. But they don’t have enough green hydrogen production to make it work. Perhaps there should be massive investment in Green hydrogen production… mmm. It’s just another huge likely need for Green hydrogen and although after 2030, the need to invest in the hydrogen infrastructure starts now. Germany are to throw the kitchen sink at this in order to protect their car manufacturers. Quite exciting really how most means of transport from buses to ships and JCBs and cars are all looking the way to green hydrogen as the obvious answer
The draft proposal, seen by Reuters on Tuesday, suggests creating a new type of vehicle category in the European Union for cars that can only run on carbon neutral fuels.
E-fuels are made by synthesizing captured CO2 emissions and hydrogen produced using CO2-free electricity.
Phat keep your excellent soon monger macro event posts coming and keep trading on them, no impact to Ceres success. China can’t afford to drop its growth rate, but keep going as every board needs a clown
Why don’t you read your own message Phat, even you will think you sound clueless and contradict yourself even in the same posts.
Also, Can you remind me the value of the Bosch business in China, sales into and manufacturing output out of China so that we can take that into account when China discontinue this relationship because they prefer to deal with Russia?
I’m actually now going to pass the Nick to somebody else to read your posts as I am finding it hard to work while laughing so much
Governments push to reduce CO2 is going to get very fast soon, it will in effect supercharge the need to buy tech like SOEC from Bosch and Weichei, who imho will very soon confirm what I have said many times and of course Phil has said, they will sign the JV.
“ Guterres called on governments to take drastic action to reduce emissions by investing in renewable energy and low-carbon technology. He said rich countries must try to reach net zero greenhouse gas emissions “as close as possible to 2040”, rather than waiting for the 2050 deadline most have signed up to.”
Governments are traditionally slow, they have been too slow, but many will aim to be first or best at these policies and Ceres will be a massive winner of this and their amazing IP portfolio and world leading partners industrialising it. Friday results I believe will surprise based on what is said, not what the numbers say.
No wait a minute, you are so clever and I herald your intelligence and investment skills for getting out at 400p. From now on tell me what you are going to do so I can follow suit and become rich. I will first thing in the morning sell all of my shares because you have said they will fall a further 20% and as you got the 400p right and believe China will stop doing business with Bosch you must clearly have more wisdom than I have, thank you for saving me from myself
Phat you are possibly the biggest idiot I have encountered on these boards. Do you want to read up a little how much business is done with Bosch in China and just how many factories they have there? Oh no hang on, it won’t matter because tomorrow Bosch will announce they are leaving China because Germany don’t get on any more with China….
Jog on!
Phat you made a fairly good call at 392p which is when you sold, the market has had some nerves but you are now starting to sound like Dr Doom and he is wrong 99% of the time. Market sentiment will change way before this falls towards what you suggest. I am not going to try to convince you as you have a clear agenda, just watch £5 come and go while you spout on about banking crisis…
Interesting Keir Starmet and Rachel Reeves (look her up if you don’t know the significance) go to Ceres offices.
Don’t forget Labour believe the future of our economy requires massive investment in green energy companies, just saying… seems few others might like this visit, wonder what was said, perhaps there are some Ceres employees that heard the conversations that can give flavour of discussions? Either way it goes in completely with my various thoughts on UK and other governments close to panic stations to invest in green energy right now… Tax breaks, policy, out and out government backing and as said it is US, Korea, Germany, Japan, US, China and keep listing the governments doing the same thing. Shame CWR is confined to the destiny of UK only, no hang on a minute we are partnering with multiple huge multinational manufacturers, partners and significant shareholding companies around the world…
Great decision again Phat
Owain, elequent post, some good views. I repeat again security with China and the success of CWR are complete red herring arguments. If anything it will be competing US and china that spurrs huge investment in Green tech economy to outdo each other that will make CWR grow even faster. Just like the mercurial Phat discussion about Putin concerns, even the CEO of Ceres and others has posted and smart people can see the war in Russia has brought forward investments of gas alternative investments by years.
If you invest based on these macro events like China US and Russia war and banking issues it has been proven that you end up missing the bigger investment prizes that circumvent these types of news. Every country wants to grow, invest in green energy future and Ceres is better placed than 99% of companies to be a leader with this. You talk about cash problems for Ceres, my goodness that is the epitome of glass half empty. Ceres has access to cash from all sources and will get help from UK and other governments to ensure they succeed, with growing and soon massively growing high margin revenues, Fortune 500 shareholders happy to add cash, £180m in the bank and deals expected any month to accelerate this… so, yes, I’m highly leveraged, invested far more than most would deem sensible and extremely confident of my position.
I have said and stick to my views and will happily eat the egg off my face in 2 years if I am proved wrong.
Because you are trying to scare people with stories that will have no impact on cwr at all, you will lose a lot of money, but don’t take my word for it just look at what your investments are worth every day, then compare what they would have been worth invested today in cwr. Jog on
Phat you are the biggest idiot I have experienced on these boards. A fool and their money are soon.. go do one onto another board, trot on
Phat you are your own worst enemy and nobody here wants to hear the delusion. You said you were selling everything just do it and move on, your doomsday won’t happen, and you will learn valuable lessons over the next 4 weeks. Mainly that you don’t know how to select and invest in winning companies.