Morning Note – 4 November 2024

Morning Note – 15 October 2024

PANMURE LIBERUM: New Energy & Clean Tech: September Round Up

Morning Note – 27 September 2024

Clean Power Hydrogen - Interim results mark resumption of commercial phase

CPH2 has announced 1H FY24 results that follow closely behind the successful Factory Acceptance Test (FAT) for its MFE110 electrolyser, which was a major milestone that demonstrates the company’s technology can be safely scaled into a MW size product. There are few surprises in the interim results, with cash outflow from operations in 1H FY24A before working capital movements of £4.1m, and the company finishing the period with £4.0m of cash which, including the ATOME investment, funds the compan

Morning Note – 26 September 2024

PANMURE LIBERUM: New Energy & Clean Tech: August Round Up

Morning Note – 15 August 2024

Morning Note – 18 June 2024

Clean Power Hydrogen - CE mark awarded for stack

CPH2 has announced that it has been awarded CE marking for the process of making its electrolyser stacks, having received a Declaration of Conformity following an independent assessment, from a Notified Body. The stacks, used in both the MFE110 and MFE220 products, are a key component of the electrolysers, which will be made at the facility in Doncaster as well as sold to licence partners. The CE marking illustrates that the company manufactures the stacks within the EU directives and harmonised

Morning Note – 19 April 2024

Clean Power Hydrogen - New customers and licensees circling…

CPH2 has released FY23 results with the company completing the period with a slightly lower cash outflow from operations and a higher cash balance than forecast. Looking ahead, with a new and improved technical and engineering team, the company has committed to completing Factory Acceptance Testing of its first MW scale electrolyser, the 0.5MW MFE110, within the next three months. In our view, this will be a major milestone for the company which will demonstrate that its unique technology can be

Morning Note – 21 February 2024

Sylvania Platinum - Healthy production recovery

Sylvania delivered a 12% increase in Q125 production compared to Q424 and, with an average platinum group metals (PGM) basket price only slightly down, delivered a 10% increase in revenue. The company is guiding for FY25 production of 73,000–76,000oz. Costs were well controlled with South African rand (ZAR) direct operating costs 3% higher and US dollar costs up 6.5%. Attractive unit cost efficiencies of 5% to 8% were delivered. With results largely in line with our expectations, our forecasts r

SP Angel Morning View: Copper breaches $10,000/t as traders ramp up bullish positions in hopes of China resurgence

Condor Gold* (CNR LN) – Beneficiary of a robust gold price

Hybridan Small Cap Feast - 31 October 2024

** Potential means Intention to Float (ITF) has been announced, or it is a rumour ***Arranged by type of listing and date of announcement ****Alphabetically arranged Share prices and market capitalisations taken from the current price on the day of publication Dish of the day Admissions: None Delistings: Quantum Exponential Group (AQSE: QBIT) has delisted from AQSE What’s baking in the oven? ITF announced:*** Potential** Initial Public Offerings: 17th October 2024: Selkirk Group, a newly incorpo

TENNYSON Morning news – Diversified Energy – Locking in CF via LNG contract & incr. hedges