Member Info for balman

I was just thinking of possible options for ITM/PHE. It does seem unlikely but ITM do need a cheaper form of electricity in order to bring their hydrogen costs down. I think the fuel station market for ITM is a niche side project (due to lack of demand) while their main bread winner will be pumping hydrogen into the gas grid for the move off natural gas to hydrogen mix for the residential market. This could also be an area for PHE to compete in. If we believe the costs are far more competitive then it's a no brainer. Talking of Nikola - I agree, it's better if Keith contacts them directly and I emailed him earlier asking if he would make an introduction. Really hope something comes out of this - could be a match made in heaven!

REDT - have a look at this: https://redtenergy.com/wp-content/uploads/images/redT_energy_product_brochure_feb18.pdf

Do you think ITM could be looking to purchase the non-hydrogen producing G3 CORE units and use that to provide electricity for their electrolyzers?

thanks telephoneman - I think it would be worthwhile actually emailing Nikola and mentioned PHE to them in case they aren't aware of this solution, it should at a minimum raise awareness and could lead to another MOU! I will email them this weekend, but the more people who do this the more impact it should have

These guys have no morals, they would sell fake plastic eggs to their own mother if it brought some cash in: https://www.youtube.com/watch?v=QK8gMGpS0bI

Also thinking out loud here, it's obvious that HNR and True have a solid relationship and True have asked them "what else have you got?" It's possible that they may also proceed together on the Montana assets, look at their current gas plant in North Dakota which is right next to Montana (ok next state but you get my drift!) http://www.trueoil.com/red-wing-creek-ii-gas-plant https://goo.gl/X5546L In any case, selling out now or even at break even is just not being patient enough. I actually topped up yesterday on a limit buy which got triggered at 21.x - I really thought I would not have this opportunity but there you are. Happy to hold beyond DTU and Helios.

Thank you BumbleB and all others for your time and efforts in attending the AGM and providing your insights. It�s clear that AFC are progressing, they have a stronger board in place and they have a very strong partner (DeNora), obviously as PIs we want our investment to do very well, reach those highs and stay there and I firmly believe we will get there � in time! More patience is required and if you are a firm believer you either stay put (as I will) or carry on accumulating. Newcomers to this stock have an amazing entry point with company making news possible by the end of the year . Good luck to all!

Thanks Telephoneman - recommended post!

You’re all very welcome :)

thanks guys, Piltick there may be some small slippage here but 1) I believe Keith was being ultra conservative on the approval expectations - so "within 2 months" could be next week for all we know! 2) I forgot to mention but I did ask if we were definitely going commercial this year to which he replied "Yes!" very convincingly I'd like to add that I found Keith very approachable and firmly believe that if more investors or even those sitting on the fence were to engage with him, he may be able to allay some of the concerns. It's no point looking to others or pointing the accusing finger if you're not prepared to do some of your own research and prove to yourself if investing here is a good idea.

Good Morning, was going to post this last night but didn�t get round to it. I got there around 3pm, went straight to the Powerhouse stand and saw Keith and 3 others speaking to interested investors, I waited my turn. I�ve been in contact previously with Keith via email so introduced myself � he thanked me for my support of the company and we had a chat about the show, the company etc. I don�t believe he told me anything that was not in public knowledge obviously this being a public forum for investors to discuss the merits of an organisation. His enthusiasm is real, he is very passionate about the firm and what has been achieved so far and what it can achieve. I asked him what the next crucial steps were, this is what he said: 1) Awaiting planning permission (he�s hoping within the next 2 months but reliant on local council). He says the relationship is very good.) 2) They are finalising orders for the parts suppliers 3) Funding � he�s looking at different options and will choose the method that best fits the company and shareholders (trying to avoid further dilution if possible) There was an engineer there who I had a brief chat with, he is responsible for testing all the different types of plastic feedstock (apparently there are 6 types) to see what combination will work best in order to tune the syngas output. They are happy with the syngas from the rubber shredding process. I attended the stage presentation that Keith gave, delivered very well with some of the slides from the recent publication. I then walked around to speak to the other attendees (Curzon Energy, Condor Gold, Cadence amongst others). Finally, I went back to say bye to the team and wish them luck � Keith asked how I found the presentation and if there was anything he could have done to improve it! I gave him a couple of suggestions which he and Kate (company secretary � I hope I got the name right!) said they would take on board. Oh yeah, I also met Wazza! I had a nice chat with him, he travelled quite far to get to the event and of course he is very passionate about the firm. The event was well attended, I�d say roughly 1500 people at that time, but I guess people came and went earlier in the day � last year there were approx. 5000 visitors. Sorry I don�t have any new news to share but I am comfortable with what has been achieved and the next steps that will launch us into the commercial phase. I am also happy that Keith is the right person for the firm and with both his and Wazza�s commitment we should start to see some real company making events take place soon. For those people who are always posting negative crap � as I said before, come back and tell people when it� time to invest! In the meantime take a break.

Hi all, just found out that you can get free tickets for this event saving �20! Go to the link below, register and add a standard �20 ticket to the basket, then use code ECON2017 to get the free ticket straight to your inbox! I think you can also add a 2nd guest ticket as well. I'm planning to get down there for 12pm so look forward to meeting Keith and our old friend Wazza. https://masterinvestor.co.uk/show/tickets/ use ECON2017 or cityfalcon in the discount code box

PHE will be at this event, anyone planning on going? https://masterinvestor.co.uk/show/exhibitors/exhibitors-powerhouse-energy/ Saturday 17th March, Islington, London

Thanks for clarifying telephoneman - makes sense!

On the interview (14:10) Keith mentioned that the unit can export over 1mw of electricity per 25tpd unit, can someone please provide some calcs as to how much money this would generate at wholesale rates per day? Looking at this site: https://www.businesselectricityprices.org.uk/retail-versus-wholesale-prices/ The current wholesale electricity price is around �42 per MWh; Does Keith actually mean 1MW in 24 hours (raising �42 which doesn't sound right) or something else? He goes on to say that it's "enough power to supply over several thousand homes."

That is encouraging news, I believe Toyota, Hyundai/Kia etc should be looking at the Telsa model of vehicles plus infrastructure as a whole otherwise we get the chicken and egg situation. No use building fancy FC vehicles if the infrastructure isn't there. Partnering with PHE is definitely the right way to go and these companies have billions at their disposal! Another model is the forecourt owners and hydrogen generators such as Shell and IM - that partnership is going from strength to strength. Maybe time for BP to move into this arena as well?

Thanks Rix, certainly plenty of meat in there for others to use, I'll get onto my MP shortly as well!

I just emailed SELCHP and also forwarded it to Keith so that he can hopefully follow up if needs be.

Nice one Rix, do you have an email template others could use to email their MPs as well? I also want to contact my local EfW site to see what their plans are for the future: http://www.selchp.com/

Not sure if this was posted already but it's a good insight into Wrightbus hydrogen technology and plans: http://www.route-one.net/articles/Environment/Today_s_niche__tomorrow_s_mainstream This section was very interesting: JIVE: EU�s hydrogen fund To help commercialise fuel cell buses, the EU�s Joint Initiative for hydrogen Vehicles across Europe (JIVE) project is funding �32m to deploy at least 139 buses, in a six-year project in nine cities. JIVE2, under development, will add another 125 buses. A previous EU fund delivered 56 buses from six OEMs in 10 cities. By 2020 there will be around 400 hydrogen buses in service.