Member Info for AnneOwl

Thanks nojhead!

When they talk about deployment and leases, I assume they’re paying for the time the kit is available onsite, the the hours of use they get out of it. Someone who knows how large diesel generators are leased can advise, do you pay for the hours you have it running, or by the day you have it in your possession. I suspect it’s the latter and more impressive ‘hours’ figure that was used.

From the RNS we know there are three named customers in play currently:
- Keltbray (6 months lease renewal)
- Taylor Woodrow (unknown lease duration)
- Colas Rail (unknown lease duration)

If the leasing is calculated for entire days, then thats around 700 hours per month, or roughly 4000 hours just for the Keltbray lease. Which suggests - not unreasonably I hope - that the other two (new) leases are for 3 months a piece, and also that we probably only have those three leases in play so far this year.

Thoughts?

Excellent to read about the near price parity with diesel, though I’d have liked to hear there were more than two five and a half month leases (~8000hours) booked so far this year.

If you want to know the experiments results, you have to look at the data.
Good grief...

6 posts with content, albeit a mix of positive and negative sentiment).
7 posts filtered, by those people who don't know how to stop looking at things which drive them mad, who want to post peoples personal information (disgusting behavior) to try and intimidate them off the board, and who want to insult peoples professions.

I think I'm content with this method of filtering, it certainly improves the signal to noise ratio!

It's curious to me why several long time users of this forum refuse to filter the users who so regularly trigger their upset.
They must derive some perverse pleasure in being enraged, probably all Daily Mail readers?
We see who they are because their scornful replies match in number - or more often outweigh - the posts from the regular malcontents. They're (mostly) the same folk who flounced off to the 'happy place', but simply couldn't resist coming back here for reasons known only to themselves.

I'm going to take a different tack from now on, filtering those who seem unable to use the filters themselves...

See Betteridge's law of headlines. ;)

"order book is very strong"
Hahah, thanks for that, first proper chortle I've had in a while.

Now more than ever it feels like make or break for the company.
I've no doubt some more news will arrive in the short term, but it seems enough companies now have in trial one or some of our products, and if that doesn't eventuate into some actual orders then it would appear we've spent well over a decade barking up the wrong trees. I still feel like we have something, but the opportunity to have been first movers in this market is long gone.

There is also a 4th type who holds and (mostly) watches silently as a lot of drivel is posted in the interstitial moments between RNS releases.

Oh come on people, keep that kind of language out of here please.

+ €0.025
It’ll take a bit more than that :)

Nice to see one more trial, shame no specific date attached beyond “sometime in 2022”.

mucksy, the 160kw Engsolve refinery customer study is from Sept 2021.
No idea who that was though, how many years ago was Southern? :)

It wasn’t related to the energy sector, but I read this and couldn’t help but think of AFC Energy …

“Does the company have product-market fit? This is the single most important thing a company can do to survive and grow.
"Do you ever question if you have product-market fit?"
"When did you reach product-market fit? How did you know?"
"What do you need to do to get to product-market fit?"
"What's your revenue? What was it a year ago?"
"How many daily active customers do you have?"

It's ok if these answers show you the founder doesn't have product market fit. In this case, figure out if they will get to a yes. Early stage founders are keen to have product-market fit -- it's all that really matters. The ones that will succeed are those that are honest about this and are prioritizing it. Many will think or say that they have it when they don't. Low cusotmer or revenue numbers and vague answers to the example questions above are a sign that it isn't there. Product-market fit is very obvious.”

“Affordable, Flexible, Clean”. I really like this, especially the first word if that’s true in comparison to the fossil fuel consuming power generators their products replace. I hope they keep using this as the constituent words of the AFC abbreviation. But I wish they’d stop randomly capitalising ‘hydrogen’ over the rest of the site.

https://www.dropbox.com/s/pi3zevs6kx3bqy0/6A1096407_FME.pdf?raw=1

Second largest PGM deposit in Australia, and that's just the current 5km strike, there's another 7km of promising reef apparently.
This is looking very undervalued currently and I've bought more this morning.

Hahaha BvB in Business not 1st, I let out a chuckle at that alone ;)