Member Info for Agusta

Yes I posted that report some days back, though the news today will have a big impact initially, have a look at the nel share price, certainly a red day overall.

Nikola has also been hit by this news: https://www.freightwaves.com/news/breaking-news-trevor-milton-out-of-nikola?fbclid=IwAR3cStBDhIdu7m72iikAZ29HDeW6AiFmNWDo9A34SlZnmmSQILNIQ1ddDmI

Just to add another country to the list, the Norwegian prime minister has announced that Norway will not only be a hydro producing and oil selling nation. The government will put out tenders with the plan to have full scale hydrogen production at several hubs all along the coast line. They have dedicated billions to the project, and will use private companies to build the infrastructure, though ultimately the entire project will be government controlled (this is Norway!).

Switched on guy I agree, though I South African selling something South Africa can produce. I'd like to think that if we see hydrogen being used in every day life in say, 10 years, that platinum can be replaced. There will be more companies/scientists looking in to composites and what the new technology allows us to do with them, plus more money being thrown at the hydrogen economy now. I honestly think that by the time we are living in a world where many people use hdrogen on a daily basis, platinum will be redundant in this market.

The link I posted earlier about Nikola was published by a renowned short seller. There may be truth in it, though those who wrote it of course have an agenda. I noticed Yellow replied to my post. Many people have expressed that they do not think that people are paid to post negative/positive comments on BBs such as this to benefit themselves/others. It is a well known practice, and it happens throughout the stock market(s). Generally the posters will be paid depending on how much interaction they can create from their posts, so the best practice is to either filter or ignore posts you feel may have an ulterior motive. Believe it or not, people do invest on information they find on these forums, how much effect it has on the bigger picture, I have no idea, though the best practice is to only engage in posts that interest you, rather than become a keyboard warrior, and believe me, there are times I'd enjoy a good rant on here!

Not great for the industry.... If even half of what they state in this report is true the outlook is not great: https://hindenburgresearch.com/nikola/

In my opinion; priceless. If it goes well Acciona they would have no reason not to sign a very large deal with AFC, perhaps become a partner as mentioned earlier? Why look for another supplier when you've just had a successful test on site... When that generator is on site and Acciona post a remark about their satisfaction with the results, we can be looking at being potentially the first market leaders. A lot can ride on this trial in my opinion, extremely lucrative.

Previously I'm not one to move the subject away from AFC on here, though I now believe there is relevance in sharing information within our market place. For one, I believe it helps build a bit of confidence when we lack that here (it can happen often!), and two, most of us believe in a better future, so we can look at the bigger picture and remember that the world is moving the way we would like to see it. Quantafuel are another company (Norwegian) with massive gains today, perhaps the Norwegian equivalent of PHE? I'm not invested in these companies (unfortunately), though it is nice to share good news within our sector.

We've been here longer than many of these companies now seeing huge gains. Let's trust that the experience gained over these years will pay off, perhaps we are the tortoise and there are many hares'?!

Very interesting day within the green stocks. Obviously huge gains on Nikola, their future plans have suddenly become quite real, the hydrogen trucks and cars will be happening there, and they have dropped their manufacturing costs considerably, they are almost valued at 50% of their chosen partner now: GM. Tesla takes a hit, presumably because of the reality of hydrogen cars. We can wonder what effect this will have on NEL, a chosen partner of Nikola, how many of the 1000 H2 stations will they produce?

It's great to see this life in the market, plenty of speculation and typical wild valuations in the American market. Things are happening fast, and in a few months we will have the AFC products out in the real world, and we will be part of the hype.

I'm not sure what if anything I'm expecting from AFC between now and the new year, but watching all the action around makes me impatient for the new year to come! One thing is for sure, when that generator is placed on site with Acciona, I'll be expecting some company updates!

I wonder if Lewis also describes himself as a "motorist" on his CV.

I saw a Swedish paper have driven 2 cars from Stockholm to Nice, one diesel and one electric, and compared the price. I've uploaded a snap of the article here: https://ibb.co/BZMNLB7

It's a little disappointing as they've not picked the best cars for the job, well perhaps the diesel as it is quite an economical model, though the Jaguar ev is hardly game changing in the ev world. The ev ends up costing 3 times more in fuel, no tolls or such are added to the equation though. I wasn't really sure what to take from this article, though perhaps we have a long way to go to encourage people to make the move to EV. Many people can't afford a new cheaper family sized EV, let alone a Tesla.

I've not found any, I was hoping that would have been announced by now, I was a bit dissapointed as a big partner would be the icing on the cake. I'm still hoping for a partner somewhere along the line, I continue to look for hints/clues online for a possible link up, though have nothing as of yet. I feel with AFC, if this were to happen it may well come when you least expect it, or perhaps from a partner you would not expect.

I agree Chippy, real deals are needed to catch the attention of the market. I have no idea what is going on behind the scenes at AFC, not that any of us do, though if I were planning to buy a hydrogen fuelled EV charger, or generator, I would personally wait untill I'd seen the results from some real world tests. The EV charger is going to be put through, possibly the most extreme imaginable demonstration tour, and the generator will be tested by one of the biggest/the biggest green thinking construction company in the world. Personally, I could probably wait a few months before signing the dotted line, whilst I watch my potential new purchase being tested on my TV.

Great news Lewis will now be directly advertising the series through his own social media channels, a few extra million viewers there!
I've always thought that the AFC charging of the Extreme E vehicles will be a very big part of the show. I would like to think they will have a dedicated segment explaining the charging technology, after all, this series is about showing the world how we can rethink how we live today. It may not be as exciting as the old days of fueling in F1, though they I would imagine they will explain how it all works, how they transport it, what other uses it has etc etc. You never know, it may even spark Lewis's interest, and it is possible they he could put out a post about AFC during the racing...

Side note, Nikola have teamed up with GM, NKLA shares up almost 50% pre opening. Another good collaboration paving the way for the future.

Yes Japan doing incredible things with hydrogen. Europe racing ahead, this was one of my concerns that the U.K would be left behind when they could potentially be one of the front runners. This deal in Germany is significant, as others have mentioned, in that a U.K company has been selected, extremely promising.

Hopefully the U.K government make some real action soon, and maybe even include AFC in that.... Alternatively they could release a patriotic video with Rule Britannia as the background music, while the world moves on.

We could also touch on the following subject: https://www.emissionsanalytics.com/news/pollution-tyre-wear-worse-exhaust-emissions
EVs use less brakes due to the regenerative braking systems, though tyres should be addressed.

Excellent, nice to get in with the Germans, and I feel it was about time AFC were recognised in one of these future projects.

Sorry I didn't reply to my last thread. I believe extinction rebellion are not too popular over there, and I originally thought they were a bunch of nutters. Now, after some time I think at least they are really fighting for what they believe in. They are correct in their thinking that drastic measures should be taken, money is still the boss and it seems to me that in the UK it's all about what you say in politics, not much happens.

Yes these are frustrating times, and many of us have lost faith having heard several stories from AB, every interview he has given in the past has left me glowing with confidence for a period afterwards, and always buying more shares at the wrong time. It is do or die for them this time, of that I am sure, at least now the technology is in demand, no better time for them to finally sell something.

Enjoy your bank holiday weekend, I'm expecting some kind of communication next week.

Oh and that Tuva award nomination. Maybe it's just me but there is an award for everything these days. Just an excuse for the company to go out and get wasted, maybe they'll get drunk enough to comment on some social media posts to reinforce the likes.

Apologies for the erratic text in the previous post, it looks like I've had more than one beer though I'm experimenting with a new keyboard on phone!

Was thinking over a beer about the future of hydrogen, and the possibility of it being traded as a commodity. What do people think of the possibility of this? As far as I can imagine it will one day be traded in the same was as oil or gas are today, furutre contracts etc.

I believe ammonia already is already traded in this way to some extent. It will be interesting to see how this could affect companies in the future. When will it be taxed bty the government in the same way petrol/diesel are. I presume these are all topics that may need to be addressed by the government soon.