Member Info for Bananaman2

It is a bumming. That's what is going on. No reason for it. Just felt like it was AFC's turn. General market sentiment perhaps. Rainbow chasers, who knows ?

Anyone notice the mention of 'Syngas to Biofuels' ?

Norfolk, I am waiting for that day and couldn't agree more.

Sandman7, I ask myself the same question everyday. What am I missing ? I haven't found anything yet that is not already known and factored in.

Duke, yes, at this level there are not many opportunities with the potential upside as EQT can provide.

Thing is the market is still trying to smash it down. Look at the announcements of the last few weeks and tell me that this should not be over 3p by now.

AFC has taken a bumming again today. Market is nuts at the minute.

It is a very strange day.

Getting shafted today. Everywhere

It appears my entry timing was shocking yesterday. Oh well,

Esta. Thanks. Understood.

A bit dodgy ? Hahaha. You must mean Janus Henderson ?

There she is. Shown as a sell. I can assure you that the 100k buy at 13.5p is not a sell.

BTC on the move but unfortunately ARB is not ??????????????

The UK market is shocking. More equipment and a higher average BTC price would infer that Argo should be valued much higher than early Jan which achieved £1.30.

UK market is nuts

I notice my buy has not shown on here yet.

Mullins, thanks. It was the DP connection that pulled me here. I have also been invested in Argo since October and seen their recent investment into Pluto which made me look a little harder at Piri over the weekend. It add a little more diversity to my PF aside the green tech investments.

Lets hope so. Just dipped my toe in here this morning with a 100k buy. Perhaps could have times it better but its a buy and leave for me. Just looking at the level of investments they have made is staggering. Very interesting business with a diverse portfolio of investments.

Valuefinder £40/50m MCap isn't even an unrealistic or long term target here. I would suggest needing some confirmation about production rates and a potential site for a production facility would be required but its very likely that these will be short term pieces of news. I see no reason why they would be refining the process for Petroteq if they had nowhere to utilise it there after. A little more patience short term and your MCap is very likely.

If/when a production facility is up and running at 10k bopd the MCap will be many multiples of that. The real beauty is that the process is relatively friendly in comparison to other methods and easier to support from an environmental perspective.

Yes, Mark Carney is really understanding of the requirements to fund a green economic recovery and tackle climate change. Green tech will see significant growth over the next decade. For EQT the advantage is the 125k hours of operational experience and data. This is something that not many of any in the EfW gasification sector can boast. DP is putting a team together that can deliver on multiple fronts and make EQT a well known name. We are in early at this level. I really believe that regardless of the rise from 0.1p to where we are today. There is still a long way to go yet.

This is not specifically charging infrastructure but there will certainly be a requirement for charging. Particularity if this electric ferry takes off.

https://new.abb.com/news/detail/73612/abb-to-power-south-koreas-first-domestic-zero-emissions-ferry

Having just re-read the BK Gulf RNS there are a couple of key take aways. The RNS was 17th Nov which is nearly 3 months ago. Value engineering may be coming to a close and perhaps further updates. The part I like was the continued relationship with Dutco.

AFC Energy and the Dutco Group commenced commercial discussions in November 2015 by signing a Heads of Agreement to review the potential for Hydrogen fuel cell deployment in the Middle East. Since this time, both companies have continued to constructively engage in parallel with the growing worldwide momentum behind the use of Hydrogen as a key enabler to a decarbonised society

So, what is this current commercial pipeline ? How many more NDA's does AFC have ? How many are going to lead to orders ? Its sounds very positive to me. Extreme E will be the show ground where 200m people may watch. Even if 0.1% of those people take note and 10% of whats left create a lead to sales thats 20k potential new customers. We know they're not consumers but businesses but the audience is big enough to create many hundreds of business leads and customers when they see this tech. I feel AFC are planning for this and will be advanced.

Based on the Company's current commercial pipeline, AFC Energy expects to place multiple orders of containerised balance of plant in 2021, including the ACCIONA project set for delivery in 2021

First BoP from BK Gulf will be available in Q1 2021. There is no figure for this but here is what the RNS stated.

Existing capacity to deliver several hundred fitted out containerised modules per annum to address future customer demand with first fabricated units expected in Q1 2021

Best available technology for phasing out diesel generators for construction and back up power has to be fuel cells run on ammonia. We could see an impact in this sector as hire companies start to look at the future power generation and the business need to be greener.