Member Info for Bananaman2

It's very possible but it has already dropped 50% from the high. The current price may be somewhere near fairer value. However that is not to say this will not get bummed today.

The L series system with the lower power density would be very useful for site establishment. Running the welfare facilities, PCs, etc of construction site Project management teams. Even a 20kw system with a battery buffer would be very useful for displacing diesel power generators. Where space in not a premium they are ideal. When coupled with solar electrolysers for generating a 'quantity of hydrogen' to reduce delivery of ammonia or hydrogen its a great set up.

The solid system will be equally as good for static power generation but packing 200kw in a 10ft container would be even better for displacing mobile diesel power units. Removing all the liquid electrolyte will perhaps make them more accustomed to frequent movement.

Their is a use and need for both systems. I am sure AFC will be aware of what system design will be most appropriate for what requirement.

Very very good piece of equipment. Now fully endorsed by ABB. My expectations have greatly increased off the back of yesterday's news.

Yes, it's very possible that AFC will build some L series systems and lease these to customers. They have £60m approximately and although some of this is set aside for developing the S series it would make sense to capitalise the L series now. Perhaps the best way to capitalise this will be the leasing route. Customers will then be given the chance to utilise utilise system and integrate with their power requirements, replacing fossil fuel power options before moving to purchasing the high power density S series.

Also exciting to think that an Electrolyser using the S cell system may also be very close.

200kw of clean power from a 10ft container is what ? 10 x that of the L system. Amazing piece of work by AFC. I am sure the market will catch up and push the price of AFC higher.

Looks like it. But why ? Massive buy for me down here. Would love to buy more.

Rooky, maybe something to do with the fact it's the solid system and not the liquid system. Thus still being delivered much earlier than planned.

So does this now mean the solid system electrolyser is also at an advanced stage and ahead of schedule.

As with any of this technology and climate change the tech is there its just who is willing to be first adopter and pay for it. Well very proud of ABB for moving forward with this as it's a step in the right direction now.

That's how to make yourself look a proper bell end

Have to assume there is something holding this back.

Last year was 3rd November and year before 28th October.

Not sure there would be any specific time delay between this director buy and a sales contract. The director is buying because they believe the AFC stock is undervalued and given the information in the public domain such as multi system orders in half 2 of 2021, we can assume that there is an order due any day. Of that order drops tomorrow then so be it. The director does not necessarily have any more information than we do as we've already been told to expect orders.

Lutra, Its goes a little too deep for a discussion board but imagine 2 atoms side by side in a tight gap. All of a sudden they want to become joined together in the space of 1 atom. Its not that they take up more space either way its just the configuration and the space in which they form the molecule creating greater pressure on the microstructure.

No more for this discussion.

Its doesn't occur naturally as atomic, it would just form a molecule. A molecule being twice the size as an atom but stable.

In welding, for example, atomic hydrogen would be released within the molten pool and penetrate into the heat affected zone quickly forming a molecule. It is this affinity to form a molecule rather than an atom which is the cause of Hydrogen embrittlement and cracking. When the atom joins another atom in the microstructure effectively doubling in size it can create significant pressure inside the material thus causing the cracking. Where hydrogen will be transported as H2 or in molecular form it would not cause the same issues as atomic hydrogen released from welding or other mechanisms or gases such as H2S (sour gas). H2S has other materials related issues which would also not be a problem for transporting H2.

Your question about leaking may be more of an issue where you have bolted connections but this can be addressed with replacing specific pieces of equipment with hydrogen tight connections and seals. Easier to do when they are above ground on an AGI (Above Ground Installation). New hydrogen networks will have HAGI's (Hydrogen Above Ground Installations) designed with hydrogen specific and compliant equipment. Much of which can replace natural gas equipment on existing AGIs when appropriate.

No problem. It's a complex study which has been carried out across many countries independently. I have been lucky enough to read first hand reports from different organisations. Unfortunately it takes time to eradicate the fear of not knowing and as with anything there has to be evidence to support the claim. I'm confident that the majority of the existing gas network will support 100% H2 but it will take smaller scale demonstrations to support this. It is happening and this can be seen in the GDN's strategies being strongly geared toward H2.

I have had no involvement in the studies directly but have peer reviewed and had access to a number of reports. I am a chartered material engineer so I have a good understanding of the implications.

But if Hydrogen embrittlement were to occur it can happen very quickly. Hydrogen embrittlement can occur from the welding process where atomic hydrogen is released from the welding process. Hydrogen evacuated from the weld can get trapped in the hear affected zone causing hydrogen cracking. This would normally be working 24-48 hours. But we are not transporting atomic hydrogen so this would not be the concern.

No timescales. Its to do with H2 partial pressure. H2 will be transported as molecular hydrogen. H2 embrittlement is more a concern when it is atomic hydrogen. As this is a single atom it can find its way into the microstructure of steel and then recombine with another H atom to become H2 thus twice the size. It is this pressure that causes the coarse grain structure of steel the fracture. Known as hydrogen embrittlement leading to hydrogen cracking. Where H2 will be transported it will not be transported at pressures High enough or anywhere near the pressure created by the atomic to molecular change in pressure.

There my be modifications required to AGI equipment but essentially the carrier pipelines can contain H2 without concern of hydrogen embrittlement. There may be some operating requirements but it is believed that 90% can be repurposed. I would imagine that the 10% would be pipelines from the late 50's where material manufacturing was not so well controlled.

It is anticipated that Hydrogen clusters will be developed. Such as Hynet, H2 will be produced and a newly constructed H2 pipeline plus Hydrogen AGI built to distribute the gas to end users. Currently industrial customers but with a view to connecting the clusters and supplying private residence for heating and cooking.

Initially it is mixed gas but the drive is towards 100% hydrogen utilising existing network.

The only reason for the blend of 20% hydrogen is because there is no need to change appliances. It will also reduce carbon.

Its been shown that 90% of the existing network is suitable for transporting Hydrogen. There are currently projects being set up now which will utilise 100% hydrogen within communities. This will be for demonstration to the UK government that H2 is required and electrification is not the answer.

Well I have just been to a leadership event today, held by the gas network and the message and strategy is Hydrogen, Hydrogen and Hydrogen. The transition of the existing networks will happen over a longer period of time but its going to see a change to clean energy in construction immediately with more use of H2 fuelcells for site offices and EV construction vehicles which will need charging.

Yep, bonkers market. Suck it up and take advantage where you can.

Me neither guys. Do not understand the weakness in most of the UK market. Suck it up is all I can say. Don't try and understand it, just take advantage of it if you are in a position to do so.

Surely the market must realise that the PE's and yield of some of these stocks is ridiculous. MNG in particular is now running with a PE of just over 4 and a yield over 9%. A well covered dividend I would add. Just how much more value can be added here with every penny drop. May be a relatively new business but certainly not struggling.

AFC sales to ABB is all in the very capable hands of ABB. If investors have any doubt about ABB's intentions for the AFC fuelcell system and the part it will play in offgrid charging systems designed by ABB then they are misinterpreting the positive vibrations being given out by both parties. It is pure excitement am breakthrough technology that is going to change the way EV all of shapes and sizes can operate.

Not only this, AFC are at the forefront of diesel power replacement. Another enormous market with several customers lined up.

Keep the faith people. I can see some big announcements in the next 3 months.

US markets need to correct. So many with astronomical PEs a low yields. I beg to differ about UK stocks. Yes. We have an 8.5% yield here but the PE is very low whilst dividends are well covered. What reason would they cut the dividend? And as for a correction it would only make UK stocks which judging by a number of ue chip stocks PEs, yields and dividend cover are markedly undervalued in comparison to US stocks.