Has anyone got any ideas why VLR continues to fall? They are one of the few Fuel cell company to have actually successfully comercialised their product and the potential for future growth is huge.

Lizard, I'm not sure I follow you.

I quote the latest RNS (see also post #23):

>>Voller Energy is initially targeting commercially attractive areas including the
cordless power tool, leisure boating, recreational vehicle and military markets.<<

Ceres Power, meanwhile is known to be targeting the domestic market, including a water boiler project providing combined heat and power for individual homes using fuel cell units the size of, allegedly, about ten CD cases stuck together. I see them initially making headway in new homes, where they will be able to supplant the need for connection to the National Grid.

When you hear the word "generator" it's easy to think of a portakabin-sized container with (for all I know) a ten-litre diesel engine inside and a massive turbine, providing power to a roadside construction site, but the point is with fuel cells that from a very compact unit they can deliver power wherever it is needed, if you need a couple of KW to run the systems on your 19ft yacht, or if you have a cluster of buildings in the middle of Antarctica needing a few hundred KW.


My feeling is that VLR has such a low market cap because other companies such as CWR have been successful in grabbing all the attention, and particularly in getting national Government support. However, I think VLR is well-placed now to play catch-up, but please DYOR.

Although I have posted for a while I still do not understnad DYOR? Also Shares Mag says Dawnday has slapped an 80p price target on Voller, which I believe is an extremely consevative view, with my view more 120 - 150 p range.

It means "do your own research".

PS - have finally tumbled to the fact that I can download Shares Mag articles. Useful tip on VLR, but I'd agree with you, GDP, that 80p seems a little on the cheap side. Don't know what I would say is fair, but over a quid would be nice.

fair discussion st- still looking into these so learning about the product. you obviously know more about the company and product than me at this stage.

i suppose the other bigger players have been around longer than vlr, so will take time for their innovation to kick in.

Lizard, I've not been looking into it that long myself. However, if you want some good background reading, then the material released by CWR since their AIM launch contains a lot of good info about what fuel cells are and how they work. I'd recommend it to anybody wanting to understand the opportunities here.

st -thanks for the info.

will look over voller at the weekend with a view to buying next week.

Yep this looks like a good one I also went in learly this week I do like fuel cells also like CWR

CWR has had its surge though and there is little more to support an advancing share price, unlike VLR which still has plenty of ground to make up.

I agree, G D Potts - difficult to see at present how CWR can justify a mkt cap of 180 mil. At bit of a bubble there and with ITM, possibly ??

Maybe that could benefit VLR, with Ceres and ITM both overwieght the market could turn to Voller for another route into fuel cells.

there is a huge differential in mkt caps any reason why?. i think itm is about 297m vlr about 16m. looking at this stock so would appreciate views on caps?.

considering voller reckon they will be the first fuel cell co to achieve profit.

Hi Lizard, my view is that it is simply the case that CWR (in particular) managed to grab a lot of publicity and Govt support. Not sure about ITM.

VLR have been careful not to hype expectations, things are changing now and the company have reasons to get excited about the prospects for their reformer technology, you will be able to top up your Voller from every corner shop.

thanks for the feedback- will look at buying in next week!.

spread put me off buying this last week but looking to get in now...could be a 10 bagger in time

looking at a medium long term buy next week myself. interesting that speedyhire are involved hopefully first product will prove a success as it has an agreement with them to develop other products to meet speedyhire strategy.

article tomorrow on voller and development.

www.fuelcellsworks.com

maestro- i got in spread is tighter today.

Thought about this one, admittedly only today after the share has already gone up about 75% in 3 weeks, but ....... Market must be very tight indeed as NMS is only 2000 shares ...... With this sort of rise behind it, the profit-takers must surely be waiting in the wings ...... Once they move in, it will be too late for the price must assuredly plummet, whether warranted or not.

can look at it both ways!. its gone up recently but you have to question the valuation being put on the company!. which since float has been more a less in a downtrend. products now coming on to the mkt deals with speedyhire, us military and calor gas to name a few with more products due in 06/07.

nothing in mkt cap terms compared to rivals. voller expects to be the first fuel cell to achieve profitability.

cynic- short term is anyones guess. but a long play for me.