Added to YB: 2026-05-07
Pitch date: 2026-05-05
CWR.L [neutral]
Ceres Power Holdings plc
-4.35%
current return
Author Info
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Company Info
Ceres Power Holdings plc engages in the development and commercialization of fuel cell and electrochemical technology in Europe, Asia, and North America.
Market Cap
GBP 1.2B
Pitch Price
GBP 7.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
-32.30
P/E
-25.98
EV/Sales
35.54
Sector
Electrical Equipment
Category
growth
Walden 3 Research | April Portfolio - New Position: Ceres Power Holdings plc
CWR.L (holding update): Licenses fuel cell tech to partners who build factories & pay upfront fees + royalties per kW. Doosan mass production started Jul 2025, generated first royalty rev. Weichai (China) created new $23B SOFC/data center segment Jan 2026, backup power sales +259% YoY. Built 55k shares early Apr, trimmed 60% at £6+, kept 23k. License revs start H1 2026. Early commercialization but partner capex is real.
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