Ceres - CWR - Share Chat

A lot of focus on green energy “superpower” there in budget

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Arguably the best shape CWR has ever been in… yet sat at the lows. Quite incredible


Looking better. Added a few, could be a bounce from a low here. And numbers were really good other day

Been on my watchlist for a while. I have small positions in ITM and Atome. Thinking of opening a position on this one too. Thoughts?

Worth some research if you like this sector. These co’s have been under a lot of pressure in recent years but Ceres seems to be one of the better ones. Not without risk though! I’ve been in and out a few times but would love to hold it long term once they fully stabilise themselves… might be next year or so hopefully that opportunity comes soon.

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Ceres future potential could be on the verge of being reality imo. The contract they signed with Delta Electronics for £43m this time last year … was said to lead to further revenues. These guys are working with Ai data centre power systems amongst other things, are a 80bn market cap company who work with Microsoft and Tesla.

Ceres are already working with Bosch on data centre power systems.

Competition like Bloom Energy recently signed a deal on the largest silicon valley data centre power project. These systems are being picked up to tackle the amount of energy needed.

https://www.businesswire.com/news/home/20240118328723/en/

“Ceres and Delta have signed a global long-term manufacturing collaboration and licence agreement for both solid oxide electrolysis cell (“SOEC”) and solid oxide fuel cell (“SOFC”) stack production.

The agreement includes revenue of £43 million to Ceres through technology transfer, development license fees, and engineering services, of which approximately half is expected to be recognised as revenue in 2024”

https://www.deltaww.com/en-us/news/39389

Stationary fuel cell: Bosch plans to start full-scale production in 2024.

Bet there’s some stuff coming with all the cash going into data centres for this artificial intelligence boom …

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Thanks for sharing all this @smacker

I’ll do some more digging in Ceres. Seems a good time to make a small position. Well better a couple of days ago. I think it hit 1.36 before a jump.

Re the data Center power subject. Obviously the deepseek news ie using 80-90% less compute/power has knocked big tech/ai stock. Also energy stocks too re powering data centres for ai compute.

I know power tech like SMR’s are being looked at re rolls Royce etc.

Going to be an interesting few years ahead around energy stocks. They’ve struggle past couple of years after being in favour.

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For sure, but data centre builds are growing and not just for Ai. Cloud computing etc. Amazon for their AWS cloud business are building data centres everywhere

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SOFC systems - the new solution for data center energy needs

The SOFC fuel cell systems we have developed provide an innovative means of supplying energy reliably and independent of an external grid. They produce electricity from gaseous fuels in an low-emission way, directly where they are in use, offering cost benefits. The development goal is to run them on green hydrogen, produced with electricity from renewable energies, in the future, thus making them efficient

Look at posts above, and also remember :point_down:

Had a few more and that’s me done. Will wait for some news now, which is well overdue