Hi Nick, as a CWR holder I'm very very happy about this news! I found it incredible that despite the commercial partnerships the share had been punished so such a degree. There are plenty of read acrosses to other holdings which excite me. HGEN, IPO and IES are all direct read acrosses as a wider energy storage and hydrogen play.
Yes I had the exact same feeling about the share price. Happy that they've been able to come through, and so much more to come.
I'm also invested in IES, such a promising product and the need for storage will only increase worldwide. But very early stage and high risk imo. Definitely more risky than Ceres haha
Thanks! That was quick haha. So what is your conclusion? Something you would consider or wait a bit and then step in? Or simply not the kind of company you want to invest in, also an option.
I've bought CWR a couple of years ago, unlucky so far but it looks like it's changing now (I've bought more close to the low), let's hope for fruitful times 🤞
If you look back to say 2021, ETFs like INRG were flying. There was a lot of money piling into clean energy up to that point and it kept on flying. The sector diverged from the general market, and like similar sectors in the past, reverted almost back to the norm.
Not advice but I actually think the reversion is overstated, and the growth potential in clean energy innovators is still there, with the right companies. CWR has scalability in that it receives royalties and revenue from sharing its research and IP with partners that can scale significantly, if that is indeed what happens.
Hydrogen, clean hydrogen has a lot of good uses. It could for example be pumped into the existing gas networks up to a blend of 20%, if costs reduced. Similarly it can be used to decarbonise long haul transport, with relatively cheap retrofits, and the cruise industry. EU cruise liners produce more greenhouse gases than all the EU cars on the road.
Similarly heavy industries like steel could de carbonise using clean hydrogen. We just need to find ways to bring down the costs.
The efficiency of CWR designs could help get there with a 60-85% efficiency currently.
Unused wind power, could also be used to create green hydrogen.
There’s probably lots of other uses as well not explored due to the current production costs.
They've posted some great results last Friday! And also announced a cost savings programme in Q4 and on 👍
Hi Nick, as a CWR holder I'm very very happy about this news! I found it incredible that despite the commercial partnerships the share had been punished so such a degree. There are plenty of read acrosses to other holdings which excite me. HGEN, IPO and IES are all direct read acrosses as a wider energy storage and hydrogen play.
Yes I had the exact same feeling about the share price. Happy that they've been able to come through, and so much more to come.
I'm also invested in IES, such a promising product and the need for storage will only increase worldwide. But very early stage and high risk imo. Definitely more risky than Ceres haha
Thanks! That was quick haha. So what is your conclusion? Something you would consider or wait a bit and then step in? Or simply not the kind of company you want to invest in, also an option.
I've bought CWR a couple of years ago, unlucky so far but it looks like it's changing now (I've bought more close to the low), let's hope for fruitful times 🤞
If you look back to say 2021, ETFs like INRG were flying. There was a lot of money piling into clean energy up to that point and it kept on flying. The sector diverged from the general market, and like similar sectors in the past, reverted almost back to the norm.
Not advice but I actually think the reversion is overstated, and the growth potential in clean energy innovators is still there, with the right companies. CWR has scalability in that it receives royalties and revenue from sharing its research and IP with partners that can scale significantly, if that is indeed what happens.
Hydrogen, clean hydrogen has a lot of good uses. It could for example be pumped into the existing gas networks up to a blend of 20%, if costs reduced. Similarly it can be used to decarbonise long haul transport, with relatively cheap retrofits, and the cruise industry. EU cruise liners produce more greenhouse gases than all the EU cars on the road.
Similarly heavy industries like steel could de carbonise using clean hydrogen. We just need to find ways to bring down the costs.
The efficiency of CWR designs could help get there with a 60-85% efficiency currently.
Unused wind power, could also be used to create green hydrogen.
There’s probably lots of other uses as well not explored due to the current production costs.