Bryan Garnier - CERES POWER (CWR.L) Cleantech Energy transition: Q4 Top Pick : Entering the end of the year with a cautious stance on the sector

Report

Bryan Garnier

Xavier Regnard

Cleantech & Energy transition: Q4 Top Pick : Entering the end of the year with a cautious stance on the sector

Cleantech & Energy transition
Q4 Top Pick : Entering the end of the year with a cautious stance on the sector

Decent performance for our Q3 Top Pick : Ceres Power
Power prices and interest rates will be the main drivers for the Q4
No obvious winner in our coverage
We confirm Ceres Power as our Top Pick for the Q4

07/10/2021 3 EN

Underlying

CERES POWER

See profile

Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

See profile

Analysts

Xavier Regnard

Other Reports on these Companies

Pelham Smithers Associates Ltd

PSA Autos: Fuel Cell Electric Trucks – A Silent Evolution

Whereas hydrogen fuel cell systems have not had a break-through in the passenger car market, the situation for the commercial vehicle market looks very different: For heavy-duty trucks in particular, FCVs are superior to BEVs when it comes to charging times, payload and driving range. In this report, analyst Julie Boote assesses the outlook for hydrogen fuel cell trucks and explains how the main global participants are positioned.

March 30, 2023 March 30, 2023 1 EN

Hybridan

Hybridan Small Cap Feast - 16 Mar 23

16 March 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectives, financial situation or needs of any specific entity and is not a personal recommendation to anyo...

March 16, 2023 March 16, 2023 1 EN

Bryan Garnier

Energy transition & Sustainability Green hydrogen finally ready for take-off | HydrogenPro initiation of coverage Buy – Tprice NOK50/share

The green hydrogen market is moving from a proof-of-concept stage to commercial implementation, accompanied by strong growth in equipment sales. According to BloombergNEF (BNEF), electrolyser sales are projected to at least quadruple in 2022, from c.460 MW in 2021 to 1.8-2.5 GW in 2022, depending on the scenario HydrogenPro initiation of coverage Buy – Tprice NOK50/share Ceres Power Still one of our favourite stocks in the sector ITM Power Struggling to deliver on time McPhy Heading for new cuts in consensus estimates NEL Well positioned in the US market

September 30, 2022 September 30, 2022 1 EN

Beiersdorf 2025 guidance reiterated, despite poor Q1

Beiersdorf Q1 sales were above consensus at the group level and in line for the Consumer division. More importantly, despite poor Q1 momentum, which was expected, the group's management has reiterated its 2025 guidance. We confirm our Neutral recommendation and our PT as we have made no change to o

April 16, 2025 April 16, 2025 1 EN

Mahaut Arnaud ... (+3)

Mahaut Arnaud
Paul de Froment
Thomas Mordelle

Waga Energy: a good FY24 performance

Although FY24 headline metrics were slightly below consensus at EUR55.7m (-6% vs cons. at EUR59.3m), Waga Energy has reported a lower-than-expected EBITDA loss of -EUR2.6m (vs cons. at -EUR6m). This was driven by operating leverage, improved gross margin and robust cost control. With 30 units in op

April 15, 2025 April 15, 2025 1 EN

Oscar Haffen Lamm

Oscar Haffen Lamm

Valneva: Ixchiq approved in Brazil

Valneva announced that Brazil’s ANVISA has approved Ixchiq for adults >18 y.o., making it the first chikungunya vaccine approved in an endemic country. Strategically, while we expect limited sales contributions to Valneva from Brazil (upside to our base case made of the US/EU travellers market),

April 15, 2025 April 15, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Cleantech & Energy transition: Q4 Top Pick : Entering the end of the year with a cautious stance on the sector

PSA Autos: Fuel Cell Electric Trucks – A Silent Evolution

Hybridan Small Cap Feast - 16 Mar 23

Energy transition & Sustainability Green hydrogen finally ready for take-off | HydrogenPro initiation of coverage Buy – Tprice NOK50/share

Beiersdorf 2025 guidance reiterated, despite poor Q1

Waga Energy: a good FY24 performance

Valneva: Ixchiq approved in Brazil

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe