Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Muscorum, that is quite possibly true.
I was wondering if the actual system design and manufacture is their own more than anything. I cant see that it's a million miles from a fuel cell.
It is great news for shareholders if they are more than just fuel cell and membrane and now promoting hydrogen production through their own electrolysers.
Last week we had the hydrogen strategy from the EC. Both CWR and ITM made statements about being ready with electrolysers. For me at that time, AFC were just fuel cells and Alkamem (which is juts the membrane)
This has significantly changed things for me. This is now a complete end to end solution provider with full bespoke design and build.
What a prospect.
Bananaman, when Alkamem was introduced last November, Adam said .... whilst initially developed exclusively "by us, for us", could be a clue. ;-)
Yes trade secrets, materials layout sizes thicknesses of materials solutions, specifics kept secret.
Eg all these years and Duracell have stayed ahead of their competitors in their field. Specifics are kept secret
Thanks Degsy.
AFC never made clear that the membrane (Alkamem) would be used in their own electrolysers.
I think that has been confirmed today. Certainly in my mind.
A few weeks ago I suggested that an electrolyser basically a fuel cell in reverse. It appears to some degree that it may be the case and something AFC have worked on in parallel realising the market potential for both.
Commercial enquiries already received for prospective licensing or sale of AlkaMemTM membrane technology into non-fuel cell markets, including alkaline water electrolysis.
AFC Energy open to further expressions of interest from licensors and market development partners of the AlkaMemTM technology in non-fuel cell applications.
Global revenues from the sale of ionic membrane technologies, such as NafionTM used in Proton Exchange Membrane (PEM) fuel cells and electrolysers, estimated to be over US$1bn per annum.
The value proposition for the AlkaMemTM membrane, however, extends well beyond the fuel cell.
With applications in Alkaline Water Electrolysis (to generate Hydrogen), electro-dialysis, salt-splitting and energy storage (including Redox Flow batteries), the anionic membrane is relevant across several high-value industries, offering excellent value for money.
AFC AlkaMem Electrolysis
Highlights
AlkaMemTM has delivered market-leading conductivity within an alkaline fuel cell environment enabling the achievement of >1A/cm2 power density within the HydroX-Cell(S)TM testing programme.
AlkaMemTM set to be a truly disruptive technology in the field of alkaline water electrolysis with evidence supporting a sizable increase in hydrogen production efficiency.
Industrie De Nora S.p.A confirms AlkaMemTM performance “exceeded internal expectations” following independent validation testing at research facilities in Japan, endorsing the significant upside potential in alkaline water electrolysis applications.
Additional applications for AlkaMemTM include energy storage (Redox Flow batteries).
Prototype membrane manufacturing capability in place at AFC Energy’s Surrey headquarters.
https://fuelcellsworks.com/news/alkamem-technology-to-open-new-markets-for-afc-energy/
And the best bit, the icing on the cake, is the fact that over 13 years or so of development our fuel cells/electrolysers are not just designed to be efficient but they have been developed to be low cost.
They should be the fuel cell and elecrolysers of choice.
Hi BB, that patent was dated last April before the membrane was given a name so, yes. It must be Alkamem.
Actually. AFC had a patent in 2019 which includes electrolysers. This was not something I was aware of.
https://worldwide.espacenet.com/publicationDetails/biblio?DB=EPODOC&II=0&ND=3&adjacent=true&locale=en_EP&FT=D&date=20190411&CC=WO&NR=2019069095A1&KC=A1
So not hiding this away but certainly available if someone looked for it.
AnneOwl - I’ve not seen much hypothesising today about the finer technical details. I’ve seen the RNS which discusses electrolysis by AFC. This is quite new for AFC I believe other than subtleties that Muscorum has pointed out from the website. I agree that we don’t have details that answer your questions. Similarly, I don’t believe today’s RNS should have included those details either. There must be a substantial benefit to producing H2 on site otherwise why bother developing such an add-on system? It further proves what breadth of technology we now have, to sell !
When I go to a restaurant, I don’t expect the menu to tell me exactly how the chef has cooked the dishes. I’m interested in the final result - how it tastes and was it worth the money I’ve paid.
Maybe the AFC website would be a good place to provide the granular details provided it doesn’t give away trade secrets.
I just feel you and others are hell bent on spinning negativity when today should be about celebrating success. Otherwise why invest here ?
On a separate note, we can all take responsibility for our local environments whether that is simply picking up plastic waste on beaches. If we all did this, no matter how small, the world we live in would be far safer for the fish, animals and plants that are unable or indeed should not clean up after us!
Anne. Why arw you so interested in post history. Don't let that fool you. Approaching 10 years for me. Lost passwords and log in details thats all.
Beyond questioning the ins and outs of a ducks backside. Just interested in how and why we are not there with the MCap.
Not ramping. No need to.
Southernhay, what’s wrong with speculating about what this detail of “micro-alkaline water electrolysis” from the RNS actually means?
Some have hypothesised it means we can run the fuel cell for free from just the Sun - at least for some short period of time - and I’d like to know if that’s likely to be the case or not.
If it is the case, why on earth isn’t this being explained in more detail as it would be far more interesting to investors than a SUV race across ecologically fragile landscapes.
You can brand this bashing if you prefer, but I find the unending flow of meaningless comparisons to ITM from someone who can’t wait for us to be worth £1B+ yet only appeared last month, to be verging on the opposite end of the scale which some might call ramping.
So let’s continue speculating with the facts we have and the ones we can infer, isn’t that what people come to these boards for?
The RMS St.Helena ....which is being retrofitted to be as eco efficient as possible....and will be the mother ship to the whole Extreme E progamme.....will almost certainley be covered in as many solar panels as they can get on the ship ....who is concerned amout solar panels.
If most people haven't worked out that quite a few of the posters on here change their views and language depending upon when they are long or short (or at least trying to suppress the SP for their own reasons) then there is little hope for us all. Some do it subtly, others are about as subtle as a brick and the top of the food chain are the ones with different handles for different sentiments.
Those of us who genuinely want AFC to thrive can surely ignore all of this froth and celebrate the fact that today's RNS represents another important step in the commercialisation of AFC. It was looking pretty touch and go a few months ago as the SP collapsed to under the previous 10p placing price and there appeared to be no sign of progress, but the company is in so much of a stronger position now compared to then to be almost unbelievable. Enjoy a few positive days as we wait for the next developments to unfold.
I don’t give a monkeys how many solar panels they need. I’m a shareholder and hope that both companies have decided the technical configurations to keep the races running. They’ve clearly been working on this for the past 6 months.
Why oh why don’t people take today’s news with some positivity. Fantastic publicity for the company I have shares in. OUR COMPANY!
I would guess maybe more.
I am chilled. Excited but chilled.
Waiting patiently until this little gem really starts moving.
O gosh.....is that what it means.
Isn't Anneowl a vulgar little so and so.
Chill out yourself Bananaman2 with your 16+ posts a day every day for the last 30 days!
For F**k Sake.
I hope AFC is checking the board AnneOwl as I honestly don't know what the guys there would do without you.
What does FFS mean?
AnneOwl. It’s a Par coup for AFC. 220 million potential EV consumers on a plate.
I would be surprised if all of this hasn’t been carefully thought through otherwise there’ll be a serious amount of eggy faces.
Similarly, given the green credentials of these companies, I would very much hope that the routes for the races have been carefully selected to minimise harm to the local environments but providing maximum excitement to the potential viewers. If EVs are to take off it’s events like these that will provide the glamour and advertising
nothing wrong with trying to decipher their vague hints in the RNS with some empirical facts fella.
By my reckoning, they need 16 panels and 12 hours of sunlight to make 1kg H2, which I strongly suspect isn't anywhere near enough to drive the fuel cell to charge the batteries full.
So,... What exactly is the electrolysis for, come on man have a questioning mind ffs or go back to Facebook and never question anything you are told. :p
Instead of asking people on the discussion board why don't you ask AFC via the questioning link in the fundraise RNS.
If they wish to answer, it may save a lot of Google engineers.
Who actually knows ? Apart from them .
AnneOwl
Do you not think AFC thought to do these sums before working out if it is viable. The contract tells you as clearly as possible that it is. Just accept it.