Member Info for Bananaman2

Worth noting that revenue will be up in Q2 over Q1 for FY 2021. I expect margin will be higher.

Great that Vulcan Capex is coming straight out the FCF.

Really enjoying THS.

H2 will see a rise in production and a higher basket price. Rise will come due to improved weather conditions and perhaps a lower or lessening risk of CVD19. Basket price is up 25% at the moment on Q2 and around 50% higher than H1 average.

Vulcan will improve margins when operational also.

They will hit predicted targets for 2021 FY. The second half of 2021 will be at a higher basket price also.

This remains on a very low PE

Visitor, correct.

Got to love a subtle de ramper.

Didn't expect it to go straight to Saudi anyway. Dunsfold for test and commission first. Its definitely going there eventually. Just can't agree on who it's for.

Wow. AFC had a word with MSP ? Keeps us guessing anyway.

Poly is a silly price. I cannot fathom why this has fallen to this level considering earnings and year on year growth.

For me its an ISA hold, buy the dips and divi reinvestment.

With so much money printing precious metals will surely be rising in value against underlying currency. Government printing money to stimulate economies are not going to increase interest rates. This just would not make sense ? They want you to spend not save.

POLY and THS are my favourite miners at the minute.

It would make more sense as to why BK Gulf are the manufacturing partner. If AB thought that the uptake of fuelcells would be greater in the middle East then a good place to have a manufacturing partnership would be.........The Middle East.

Assembly, testing and commissioning could easily be set up there also. BK Gulf will manufacture the containerised BoP, perhaps AFC could finish the job at their facility.

It is getting very exciting.

I am not sure if you missed this link but you need to read the question posted by Robbie Adams and the response from MSP

https://www.linkedin.com/posts/multi-source-power-technologies_decarbonisation-hydrogen-renewableenergy-activity-6785930210903638016-b8t7

No DW. But MSP have said the battery packs are for Saudi.

So you are suggesting then that they are for Acciona in Saudi ?

I thought Acciona were to trial a fuelcell on ammonia and hydrogen on a Spanish site ? Not a hydrogen Solar diesel hybrid in Saudi ?

Acciona in Saudi ?

Did you read the LinkedIn response by MSP DW ?

That's what I thought. Assembly, testing and commissioning at strategic hubs. Dunsfold is OK for UK and EU deployment but why ship from Dubai to UK and back to Saudi.

AB also states strategic hubs in the manufacturing partnership RNS.

FCI, MSP clearly state this is to support AFC in the latest deployment and flow this with the hybrid system so it has to be something new since ExE.

The MoU RNS states

Altaaqa is aiming to complement its conventional diesel power modules offering with sustainable, zero emission alternatives for the Saudi Arabian and MENA regions

By this it could easily compliment by diesel hybrid as per the RNS last year from AFC in relation to diesel hybrid systems

https://www.linkedin.com/posts/multi-source-power-technologies_decarbonisation-hydrogen-renewableenergy-activity-6785930210903638016-b8t7

Someone asked where it was heading and MSP responded.

Anyone taken a look at the response from MSP on the LinkedIn page.

Apparently the unit is heading to Saudi to form part of a hydrogen solar diesel hybrid unit. The hybrid tech was identified in the Altaaqa RNS.

Looks like this could be a first for the Altaaqa MoU or perhaps developing to full collaboration.

FCI. I have posted a link to this on twitter and copied AFC and Iain Thomson. Lets see if there is any response.

Has it been missed ? Is it meant to be a secret ? Is it not important ?

That would be something to shout about..........

The system is so good we are replacing our diesel generators running on HVO with the AFC fuelcell system.

More like 2.5. There is significant upside potential to align with peers.

toneman. Yes, you are correct. I reconsidered my view and thr basis that it is RDF and agree with aandi that EQT may be the better option. Configuring the syngas to produce H2 whilst producing.power and capturing carbon.

Difference being that gasification produces less or no emissions such as NOx and SOx unlike incineration. Gasification is also a much more efficient process.

Ricardo may not have a large MCap but they have significant expertise and are the designer of choice for niche applications and developments.

Larger organisations just throw capital at development which ends up costing more than it perhaps should and could often resulting in a product that works but is expensive.

Ricardo and AFC can do the same job as a larger organisation just with a focus on cost and efficiency. This is a win win for customers.

The cost per kg of the H2 will be many multiples of what PHE can produce H2 for. Plus it is not green as its incineration. Sorry, just don't think this one is particularly good when there is better available technology for dealing with waste to generate H2.