Member Info for 13thmonkey

Rooky, quite possibly they are sitting in the folder waiting for people to sign, hope so, won't be disappointed if they aren't or are just small. They will come.

Contracts take time, especially good sized ones, so I'd be surprised if there would be any, because if they are under negotiation then they could be signed at any point, at which point they'd have to announce, so they are very unlikely to come in sequence with a series of tech RNSs. The customer would have been assured of everything we're hearing in these reports already, else why would be they be buying, could the customer have been assured without the RNS, as that would surely be price sensitive. My gut feel is no contracts for another 3 months at least, and I'm fine with that.

not the disparity, but I got very little of my over allocation, and it wasn't much to ask for either.

It's a punt imo, it's looking like it's turned a corner from a tech/product perspective, sales still unknown. They've recently started communicating again (possibly due to pi pressure from a collective of around 10%), historically there were some comms that might have been optimistic, so they stopped talking about mou's and such. As a lth I'm hopeful, but then I'd have sold and taken the hit if I wasn't. It might make the recent surge here look tiny, it might not, they have a product that fits into the current power production changes that are going ahead, who knows if the market is ready.

Bumble, that's good to know, more pushing that a demo is of no benefit to shareholders, we may not know if it is economically viable etc. we might see ammonia going in and a car getting charged, but we won't know all of the parameters that need to be met to make it work.

If it's for the shareholders it's for the wrong audience, it needs to be for the potential buyers. They please us by pleasing buyers, if they are doing it just for the shareholders then there'll be no growth.

On industrial products you'll rarely see a price, not concerned about that bit.

Agree completely, do your niche, let others do theirs.

Just looked like a reasonable size vertical CNC milling machine, difficult to say what the material was that they were cutting, but they didn't seem to be doing anything 'special' with it.

I'm an ex manufacturing engineer, big machine like that will be in the 500k+ range, they could have machined a lot of parts for that with no capital investment. There will be a local company that could do it and control the quality, probably better as machining and hitting tolerances are their bread and butter, ITM's is the chemistry associated with Hydrogen. But each iteration would take longer...

Also surprised at the machining, machines are expensive and outsourcing is easy and cheaper in the short term.

Perhaps some older hands with better memories will recall, but i'm convinced the cracker > fuel cell has been noted before by AFC., maybe March this year.

Looks like there is a deal https://www.bbc.co.uk/news/uk-northern-ireland-50013959

Thanks for the effort, but you do know that anyone on this site can read that in the RNS under the PPS Live RNS button above?

If taken at face value looks OK, but I struggle to believe it. Each individual delay is understandable, Anglian site prep issues, german regulator getting involved etc. but together it's not a great picture, and trust is diminishing(ed).

Show us a picture of the anglian machine if it's built and ready to ship.

Do you really think that putting it all in one place is a good idea? Hindsight is pointless unless you can see information in the past that you could have interpreted differently, and could only have interpreted differently.

Heath, you can sell without a known warranty, but you'd better be ready for the cost when what you say is the warranty and what actually happens is different.

That can only be a good thing for both in my opinion, there's enough room in the market, even for VRF's that peak lop. And with several suppliers offering similar products they'll no longer be seen as niche or as risky a proposition, making purchasing decisions easier.

more importantly to store more, you just get a bigger tank, which is a simple device, unlike another 1/2 acre of batteries. Like with a reflow battery/machine the power output in KW is disconnected from the power stored KWh,

Given the previous RNS if you were a potential customer about to place an order for a £1M of kit that is not that supportable except from RedT then what would you do?