A director at Ceres Power Holdings maiden bought 30,200 shares at 165p and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
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.
24 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 objectiv...
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 objectiv...
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 ...
NEL - SELL | NOK10 Record order for 200 MW of alkaline electrolyser Nel’s largest purchase order to date Strong improvement in cost competitiveness Good news but probably no consensus upward adjustment as expectations were already ambitious
CERES POWER HOLDINGS - Conviction BUY Top Picks | 2000P Bosch and Weichai Power preparing for an offer? Possible but not so easy Strategically, it would make sense for Bosch Is this the beginning of a quest for Solid Oxide technology ?
Technology & Business Services: This quarter we choose top picks in the Payment, IT Services and Energy transition sectors. Our Top picks are Edenred, Capgemini, Sopra Steria, Alfen, Ceres Power and Waga Energy. Edenred: 1/ dominant market share in employ
CERES POWER HOLDINGS - CONVICTION BUY TOP PICKS | 2000P(+68%) Ceres/RFC: attractive opportunity to broaden the IP portfolio with energy storage Early-stage but promising long-duration energy storage technology 12 month option to acquire RFC for a reasonable price Ceres could add a string to its bow with an energy storage solution RFC’s technology could help Ceres sign new licensing deals We confirm our preference for Ceres in the hydrogen universe What are flow batteries?
NEL - SELL | NOK10 (-28%) Good top-line but we struggle to see further acceleration as order backlog is slightly down Finally a good top-line growth… …but second quarter in a row of decreasing order backlog Sell rating confirmed, TP NOK10
ITM POWER - BUY | GBP600 VS. GBP650 (+26%) Do you really need 5 GW of capacity by 2024 ? £250m capital increase to increase manufacturing capacities Is 5 GW by 2024 oversized ? We think it is Buy rating confirmed but TP adjusted from GBX650 to GBX600
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
NEL - BUY | NOK23 VS. NOK33 (+64%) Still waiting for the take-off. TP adjusted from NOK33 to NOK23 Q2 below expectations Buy rating maintained but TP adjusted from NOK33 to NOK23 We continue to strongly believe in green hydrogen but prefer to invest on critical components of the supply chain
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
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