Member Info for Agusta

Maybe not popular but some interesting Chinese firms. Check out: https://www.autocar.co.uk/car-news/new-cars/chinese-firm-byd-begin-european-expansion-norway if they come to the UK soon. the BYD Tang is a great family car.

I've signed up for pre order of this coming this year: https://www.motor1.com/news/446467/hongqi-e-hs9-china-suv/ I couldn't resist. They are all excellent value with great tech.

ABB are indeed the market, and they are really investing in the future too.

I see the markets reacted well to Biden in the USA today. I think his impact should not be underestimated. I've only visited America once, and I was blown away by the waste there. So many gas guzzling cars, everyone drives everywhere and not an EV in site. I was quite angry, making many efforts myself to change my way of living and then travelling back in time 30 years.

They will change their ways in the USA, and the market is as of now almost untouched.

And to add as I've said before, when AFC begin assembly for the sales (that will come), there is a bigger market right now for their products, and it will only grow.

There is a building site next to my house now, they use special diesel powered contraptions to melt the snow/ice and thaw the ground before they can dig, I've counted 7 of these, wasteful comes to mind.

There are others missing too, this has mentioned the big names people are becoming familiar with. Nel have recently been awarded a new target of 45nok from the Bank of America, a 50% increase, and a 5nok target from a Norwegian bank. I no longer listen to any recommendations from banks or such, they are as bad as rampers or shorters, I use my own head only.

I believe the deal with ABB is now fairly priced in in the eyes of the market, though if we have a seller in the background that may be holding the sp back. Much of the hype around the prices in some of these big names is based on future revenue potential. As has been pointed out, a good deal of the increase in the nel price has to do with Nikola, and who knows what may happen there.

My point is that we don't need to be mentioned with these names yet, we are not at the same stage as some of them. I don't think we need a load of investors jumping on board because of a news article, we don't need an over inflated share price. I think the sp here is doing well, do I think we are undervalued in the current market/future potential; yes.

I'm driving a 2015 model s this week, about a 390km range. The cars being released this year are pushing a 600km range. The efficency of diesel and petrol engines did not move this fast. In 2 to 4 years I may be charging my ev with 500km charge in 15 minutes from a hydrogen fueled ev charger, then AFC will have news articles, purely with their name and no hype, just facts.

I fail to see any negatives, I'm quite happy myself, it's a weight off my mind. With Schroders, you always know they will do a big sell off at some point, good profit for them this time round.

Onwards and upwards, I believe the market could take this as positive, though who knows what Monday can bring. I'll stick my finger out for a change and bet on a Blue Monday.

don't feed the troll

(Internet slang) Said to urge another not to respond to disruptive attention-seeking behavior, particularly in online contexts, by pointing out any such response is likely to be counterproductive.

True Wilbur, and people forget about time frames. Take the ev chargers, potential big customers for example. They are now just starting to look at replacing fleets with ev's, they look at costs and logistics, perhaps then they look at grid issues, then they go to a company like for example ABB. ABB say they can look in to it, they spend time finding solutions, hello AFC. Back to the customer, yes when you order your new EV fleet next year we can have a product like xyz to fit your requirements. AFC and ABB get to work.

These things take time, and far less time now than before in the current environment. I'd guess marine is where ev's were maybe 2 or 3 years ago but that will move much faster now.

There may be a rogue CEO somewhere who wakes up one morning and says order 100 ev lorries and 10 hydrogen ev chargers for all of our stations immediately! That company may not do so well. A bit of patience is all we need. We should not discuss what will the share price be tomorrow, or next week, we should ask where will the company be in 8 months and what potential orders could they have then? Who knows which other partners may be announced in the meantime. More partners more potential. They have started to prepare the first part of the assembly line!

There are cases where people can be paid by a company, or they may be part of a group of traders who try to manipulates prices. They can often use multiple names and may appear and dissappear, there is no set structure.

Some people just enjoy the reaction they can get, and the more people play to their tune the more enjoyment they get, along with more coverage and space on the forum. If you loose you're cool you are probably giving them great enjoyment.

My guess would be these may be private investors trying to help their positions. Fair enough, if it works, it's part of the game, most of the time they are not breaking any rules. If you don't like what they post it's best to scroll by.

AFC Energy (AIM: AFC), a leading provider of hydrogen power generation technologies, is pleased to announce the signing of a strategic engineering collaboration with Ricardo Energy and Environment, part of Ricardo plc ("Ricardo"), an internationally renowned global engineering consultancy with a strong specialisation in decarbonised transportation and clean power generation solutions across 55 offices worldwide.

I wouldn't worry about a few pennies here or there telecom. I've paid 10p, and recently 70p. If you want to hold them and see what kind of exciting future we could be a part of, which Haggis has kindly reminded us of some possible links and old potential.

One of the the biggest mistakes private investors such as us make is trying to find the bottom to buy, the only real reason for this is for a bit of self satisfaction if you hit it, more frustration if you don't. If you want to buy more, consider these last days and how the price has consolidated whilst being manipulated, with a potential bullish close today amongst positive market sentiment
with much news expected plus many other potential pieces of new news.

I've completely missed that The Green Hydrogen Catapult Initiative mentioned in the article, contains Snam, who we know have partnered with De Nora: https://www.snam.it/en/Media/Press-releases/2020/Snam_partnership_with_De_Nora.html
Ørsted are also part of it so a link with them may not be so far flung. Also note the links to Yara and production of Ammonia, again a positive for AFC and their ammonia use benefits.

Thanks for the list Haggis. I've been trying to link something with the many projects happening in Norway now, nothing solid.

Not the same topic but something I've worked out during my research. If this report is correct: https://www.hydrogenfuelnews.com/h2-production/8541885/ and hydrogen could cost $2Kg by 2026, this would make it very competitive. With the current cost of bunker diesel in maritime use, hydrogen would need to be $1Kg to make it competitive. When you now add in the recent announcement that Norwegian maritime CO2 must be cut by 50% by 2030, the more recent announcement that all new tenders for ocean transport must be emission free, the new carbon taxes coming in, and likely an increase in diesel taxes, I think we could see hydrogen being competitive price wise sooner than we think.

I was speaking to the same guys doing broadcast stuff, and they said that Sky won't be able to transmit the video pictures as there is planned maintenance on the transmitter tower at Alexandra Palace.

Personally I'm hoping Iain Thomason is spending his first few days/weeks forming good relations with our current partners and perhaps some of the others Adam Bond has hinted at.

https://bus-news.com/byd-wins-another-order-for-406-electric-buses-in-colombia/

The Chinese company have won another contract for electric busses, this time in Colombia. Byd are worth checking out, they have some interesting battery technology and seem to be growing fast outside of China.

Again, not directly AFC related, but I'm thinking with all of these electric busses turning up, this could well be one is the markets AFC are working with behind the scenes.

Plus it's a sneaky ramp by me for one of my favourite websites, bus-news.com.

Interesting read duke, thanks. I'll correct myself and agree with Haggis and yourself now, there may well be a big market for ABB/AFC in the South. I'm sure Norway would be very interested in showing off the ev chargers green credentials.

I wasn't so aware of the problems in the South, especially with the recent surge in ev's down there. Imagine that, a small city like Oslo/Bergen/Stavanger with all the backing of the government for using ev's, a great infrastructure for it yet still struggling. Now replace those Norwegian cities with any other UK/Europe/Asian/American city where they have at least double the population of the whole of Norway, an ageing infrastructure and they are about to throw a load of ev's in to it. I think many of us have underestimated the market!

That's fantastic to hear derSack! I also went to a neighbour for 2 whiskies, a Dalwhinnie and a Glenfidich, both new to me (not standard bottles), my small people were asleep!

They do run around outside here, though in some serious winter gear. We don't have any snow yet, which is the first time I have ever seen no snow so late, and none forecast.

Let me know if you need some whisky suggestions that won't break the bank, we are still some way off me buying the 1946!

Hi Indy, good question. Although Norway may be forward thinking, there are of course still the people who are "old fashioned". Anyone running a large company here can't be seen to be against the changes, and that goes for the oil companies too.

When it comes down to it, when the next contract comes out for one of the many ferries, there will still be money to be made, the cost may well be passed on to the passengers. Generally speaking the government here have the cash to be able to subsidise much of this during the transition phase.

To answer your question, as humans normally do, the public complain at first, but in 3 years they are complaining about something else, and who knows where we are then. Companies are now keen to be seen as green here so publically they will be positive. Many companies can benefit from this switch, ABB and Acciona maybe?!

To be honest the approach is not too radical here and was expected. People would rather buy an ev than pay an extortionate fee to drive their regular route to work before the ban of fossil fuel cars in cities come in.

Sorry to bog you all down with constant Norwegian comparisons, but I feel they have significance in that many of you may find yourselves in the same boat.

From the official announcement today, carbon taxes will increase from today's price of circa £50 a kg to ca £200 kg by 2025.

Large cities will have no emission zones, so for example Oslo may soon be an ev only zone.

From 2023 any new tenders for ferry crossing contracts must be no carbon or low carbon/offset. This will soon after also come in for bus/coach tenders for cities and long distance travel. And also fast ferries will too have the same restrictions soon after.

There's more in the announcement, but you can see where we are heading. Massive changes have to be implemented, even here, to make these a reality.

This is all incredibly real now, and the UK, other European countries will all have to take massive steps to adhere to their goals, both locally for the Paris agreement. Things will move fast now!

Decided to join the EQT club during today's dip, have been reading and following for some time. Pleased to be aboard, in at 2.25 which seems to be pretty reasonable. All the best.