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The Weichei testing to gain EU certification last year I believe was 30,000 testing with some starting and stopping
Yes. Straight from source last year. And if you do the sums you will know why this is a share to buy all you can before the rest of the market realise royalties 100% margin, growing and on top of license fees will make this a huge company.
Ceres achieves approximately $50-100/kW of royalties on technology sold.
If you take a midpoint of that, $75, that equates to $75m of annual recurring revenue attributable to Ceres per GW of technology
When the “US” RNS partner story breaks I would imagine it will be interesting to say the very least… anyone believing they are not going to sign one or more large US partners must have their head in the sand… just my view…
I think you will find the Bosch factory is due very soon, although I am using memory which tells me early 2024 and wasn’t mentioned yesterday, so happy to be corrected. Yesterday has removed any risk here and upside is huge. Deals expected in so many areas, partners adding SOEC to SOFC license, royalties starting, comfortable cash runway and awards and patents spilling over the edge. Weichei will not want to wait much longer with the money Chinese government is throwing at this market.
I truly believe today is the last time anyone will have the chance to buy below 200p and that it will finish the day up on strong volume, climbing from now. This is fake news the share dropping, the news yesterday and the article I advised reading in the WSJ about China going big in green energy are game changers. DONT listen to me, however wake up and smell the coffee…Good Luck!
I am confident. Short term predictions are more for fun, but the longer it stays at this level the better for me
I will eat my own hat if this isn’t 250p by next Friday. There is no volume selling and this deal has just made this company stand out in the best way possible in the green energy sector. I will be adding and will continue to do so, this is now a gift horse imho
I have listened to many earnings calls and other such from Phil over the years. He doesn’t give much away but said at least 3 times how he believes the shares are undervalued. It is only next year now that Shell POC set to end and it is possible Shell could fast track based on this type of deal. They are very excited about what lies ahead. All these deals are multi year annuity royalties and every one, like a rolling snowball, ensured Ceres short track new deals as proof of concept no longer needed as it is proven. He also said he is not happy to be linked with performance from the “hydrogen producers” he is clear they are a tech company and sees the value being realised as others get it. I believe tomorrow will be interesting.
One needs to look past the daily % gain to understand where this is going to finish today. What value a company that signs one deal like this??? What value the tech that is behind it???
And I suggest you all read yesterday’s article about the two big bets China is taking to stimulate their economy. Yes Green Energy is one of them!!
I have far more cwr, but as noted this morning I thought this one looked set to smash upwards as couple of times has looked at 22p this week. I said I would buy more again if confirmed and it hit 21p. Now I’m going to go a little more hard as this looks primed to overtake cwr today in % up imho
That is so funny. Some of us use this board to try to find something useful and some comments. Really glad I’m filtered, most people like what I say, I have no interest in anything other than sharing views and information. Posting that somebody is talking on tv is not helpful, except on occasion where a link is shared
A very irritating double post to say somebody has just been interviewed with no comment as to anything it means at all. You might have good information but you are not helping by saying somebody was just interviewed. Did he say hydrogen is finished or it will be bigger than AI, really add something or stop posting
Certainly odd. Price seemed to want to jump through 22p yesterday before the FED news and fuel cell stocks jumping. Suggests to me it will go on a big run today. I’m in and will buy some more if it goes to 21p
Strange one, been watching as own cwr, nothing moving here but cwr up 10% and ITM 7%. Think worth buying a few to see if it suddenly jumps with an order being filled… who knows
Looking for a big last part of day now loose hands are shaken. This is 35% news all day long considering how oversold it was!! I will add all the way from now till close and today or tomorrow it will go up big I believe (additional)
Don’t agree at all, this is quite significant news. It means the sell off was way overdone. I’m in for 20k looking for a quick run towards 110p.
Anyone (and clearly analysts, funds and smart investors clearly included) that understands the RNS from last week know that it was actually very positive indeed. The delay in license (as company is massively ok for cash) is in effect an accounting adjustment, £10m in next years numbers and not this years. Not only is everything else in the RNS positive but every part of it including the moving of the license fees for next year sets up some great % increase messages in the announcements made. Then add the 250 MW Doosan and Bosch coming online in 2024, where 2024 is now imminent rather than something that appeared far away.
Invest your own money at, I am. I had a 2023 that still makes me physically sick, but hasn’t changed my belief in good research. This share was 230p a couple weeks ago, that is way to low, so interpret this RNS properly and you can see the potential to double your money with low risk - my view, don’t follow me as my track record is truly aweful.
The fall in the shares has surprised me (and half ruined me). The delay in 3 way venture has surprised me. The delay in the other pending license deals has surprised me. The slowness of government to push tax incentives for low carbon fuel cell manufacturers has surprised me. Nobody making a takeover offer (Bosch Weichei JV division my favourite) has surprised me. The lack of some huge extra maniacal move by Putin around gas has surprised me. The sheer stupidness of the UK government not throwing money at Ceres has surprised me. The idiots on here that think it will go below £1 have not surprised me.
All but the last point and possibly the takeover are going to come good over time I BELIEVE, and I think it might start quite quickly with the next commercial RNS, but that is unclear if it will be next week, January or slightly later. Anyone believing there is a reason for the price to go lower should sell or short, good luck.
What a load of xxx!!! Berenberg whether you believe too much or not says 925p, average estimate is 625p, but let’s believe an idiot on a bulletin board saying 99p, oh yes. Send an email to Bosch, weichei, Doosan, Carnival, Shell and tell them the tech is rubbish and the shares are worthless….
Here is what weichei say, just one recent quote after their very public ceremony to launch the investment into the product, a MASSIVE company by any metric, deeply integrated with Bosch, 20% shareholder in Ceres and about to sign 3 way venture with Bosch and Ceres along with existing agreement with Ceres.
“ Weichai estimates that when its products reach 1GW of distributed power deployed, it has the potential to reduce carbon emissions by around two million tonnes per year, compared with electricity drawn from the grid and save around 600 million cubic metres of natural gas, compared with traditional natural gas internal combustion engine generator sets.”
Distributed low carbon electricity is the only way the future goes for data centres, large manufacturing, electric car charging for countries that can’t make the grid cope (including the UK). Do your own research, but don’t think Ceres is reliant on Hydrogen, yes big part and big possibilities, but it’s the fuel cells, coming on line with 250mw capacity (approx £20-£25m royalty to Ceres) in 2024 with Doosan and Bosch and that is just the start and annuity, ie year after year with growth added all the time and new partners. All 100% margin and many more partners to sign next year including the Elephant in the room, along with license fee before the royalty.
Then add the SOEC ( dont look it up as you are so clearly knowledgeable to predict 99p price that I’m sure you can add even more value to the board. Perhaps tell me what the price will be next Wednesday for example? Might help BNP Green fund that owns 4% of Ceres to decide when to add more or the other Green funds that will inevitably start adding here at these crazy levels (my view, consensus analyst view).
So anyone simply saying the share will do this or that without any intelligence, insight or views backed by anything sensible should simply stick to playing monopoly where the money isn’t real. I have lost a lot on Ceres, clear to anyone who has read my posts, but I will continue to invest based on everything I know about Ceres and when the tinder ignores, well… so good luck with that 99p tosh
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Hands up Phat you were correct the price would fall. I firmly believe you are wrong calling it a dog. The distributed power from ceres fuel cells and the hydrolysis will get massive government incentives and could even get some mandates. Bosch are not stupid, nor are Weichei, Doosan, Shell and many others. If they are all wrong to partner with Ceres and build hundreds of millions of dollar production units off the back of Ceres IP then maybe I’m wrong.