Member Info for Bananaman2

*loading bays.

I hate predictive text!

Yes. Both is possible. Ammonia could be used as a main fuel supply and is suited for temporary power. Using solar can provide additional hydrogen reducing the fuel cost of ammonia but is perhaps better used in a permanent or stationary application. Imagine this scenario.

Amazon convert their fleet to EV and have an EV charging infrastructure at their hub. The EV charging infrastructure deliver rapid charging to the delivery vehicles whilst they are being loaded within the adding bays. The draw on the grid is too great and ABB develop in partnership a rapid charge system using AFC fuel cells to provide the required power. The AFC system is fueled by Ammonia but to reduce fuel costs the roof of the depot is covered by solar panels which power an electrolyser. The electrolyser produces sufficient hydrogen to run the fuelcells for 1 day in 4,5,6 (pure guess but you get my point). The idea being that solar powered electrolysers could be used to generate hydrogen and would assist in reducing fuel costs.

I would rather see the fuelcell deliver power from Ammonia as a fuel source. I'm sure the solar electrolyser approach can be used but it to AFCs benefit to use ammonia for this global event. There is likely to be a bigger uptake on the US of ammonia where it can replace diesel. I think this is AFCs modus operandi.

Has that been clarified ? The original idea was solar powered electrolysers. I think using ammonia is perhaps the safer option and demonstrates AFCs ability to utilise ammonia as a fuel source. A clear OpEx advantage over PEM and SOFC. I'm sure the solar powered electrolysers can work but would be much better in a stationary application using excess power andnnot specifically set up to generate hydrogen. This plan is being looked at using excess wind energy at off peak times to generate hydrogen. The hydrogen can then be fed back through a fuelcell to meet peak demand. Perfect grid balancing and 100 renewable.

AB actually said in an interview at one point words to the effect..... You wouldn't charge an EV from a diesel generator. What would be the point.

Imagine diesel generator EV chargers at motor way service stations. They would all be hidden behind bushes to disguise the fact that you charge your not emitting vehicle with a high emitting charger. Diesel will be dead. Bring in the AFCs

Very good find duke. Well, if the AFC system is already in Greenland and configured to work at low temperature then it would be silly not to utilise it. Looking at how Extreme E are publicising the AFC Energy system i get the feeling they are very happy and building a strong relationship with the.

I happened to retweet the 1 minute video that was on the extreme E twitter feed (Green Invest on twitter). Only liked by 9 people buy ExE was one of them

https://twitter.com/GreenInvest5/status/1354693487489392642?s=19

I cannot believe I have not read about Ebioss or visited their website. That is a good find aandi. GDF Suez, now Engie are a leader in the ownership and operations of EfW plants. In fact I have worked on one many years ago. Seeing as they claim to be a European leader in this market there is a very strong chance that they could be the same company DP talks about in the Billingham RNS.

Further information about the Project

As previously announced by EQTEC, the Project at Billingham, UK, is part of a number of projects currently being reviewed by a European owner-operator of waste to energy infrastructure. It is expected that, following completion of a final credit review and requisite documentation, the European owner-operator will provide the financing required for the construction phases and then commercially operate the plants.

The gasification projects using Eqtec gasification equipment are looking likely to be the most economically viable of all EfW. As an owner operator like Engie would be able to see. I have no doubt that DP and the team have demonstrated to a high level just how well the equipment can perform having over 125k hours of operational data plus testing of 50 different feed stocks. For a company like Engie to finance a build makes perfect sense. They understand the market and the economics, they know how to operate. This would leave Eqtec with construction revenues and revenues from operations and maintenance. It would be interesting to see how any finance agreement is set up. Regardless, it will be a major achievement to get financial close across the line and construction started. Strong possibility that much could be tied up by the 28th February which I believe is the exclusivity option milestone date.

We could be in for a very special few months. Genuinely excited by Eqtec and the opportunities they have before then this year.

Hopefully the head of comms appointment will be creating the hype. I think we are about to see a ramping up of the publicity.

Exactly. Inductive charging still needs a power source. AFC are not providing an EV charge point they are supply the power source.

Maybe AFC should list on the NASDAQ. Think there is a few criteria that must be met but it would benefit shareholders.

Beachandsurf. Its certainly a possibility. The living lab at Julich will be using the AFC system for stationary power. Fuelcells would be ideal in a circular economy used with gasification producing hydrogen from RDF. Much cheaper way off producing hydrogen than through electrolysers. Also much more efficient use of hydrogen than combustion. If you think how this could work in a circular economy where communities generate non recyclable waste, use advanced gasification to produce hydrogen, then create power through a fuelcell. Yes, this could easily be a target market.

Is this to be a video interview or written up in text ? I like the enthusiasm Adam Bond has. It comes across really well on screen.

Ceres have announced they intend to take on the EV charge market with Bosch. The thing is the AFC cost advantage. Of course other manufacturers will take market share from AFC but the second advantage of the AFC is the ability to use lower grade hydrogen or cracked ammonia. Most other fuelcells are PEM or SOFC. Have a higher CapEx and OpEx. AFC have taken the time to develop the alkaline system not just to operate but to be efficient and commercially viable for their customer. Then AFC have the solid system yet to be launched as well as Alkamem. Equivalent or higher power density and efficiency to PEM. I imagine this will have an even greater effect on the cell economics.

Alejandro Agag has some great ideas with these E series. Really promoting a move to electric vehicles of all types. Am I reading that the unveiling of the power boat is to be this June ? Expected series start date is when ? 2022 ?

May have to watch this again.

Share overhang from the placing late last year. Can take some time to shift as volume is required. Some investors would speculate that to clear a fundraise overhang take 3 times the number of shares as was placed for it to clear. I'm not sure how accurate this is but perhaps can be used as a rule of thumb. I think a little more patience is required unfortunately. TOM do look to be making progress and all the right noises. Personally I have taken a 6-12 month outlook on this with the possibility of some upside short term. Greatest effects likely to be beyond the next few weeks. Be patient.

Longshot12. Not much goodnout there at the moment. Just when younfeel your catching a break it turns on you. ARB was the only thing providing support today. Still undervalued at 30k BTC but the markets are reacting in a very risk off way. Best thing to do is switch off and come back another day. A week, a month or 6 months. Who knows but I get your frustration.

*the diesel generator replacement of choice

The tech value here alone is worth more than the current MCap. How much is the Extreme E publicity worth when that starts to ramp up. When multi system orders start to fall in to place, hence the several hundred systems per year capacity from the BK gulf facility I can see AFC being the first to turn a profit. Something CWR have not yet achieved. Reason being, the AFC fuel cell has been designed and manufactured to be commercially viable. Therefore AFC will have a larger margin on the system and won't be reliant on licencing fees to pay the bills. Replacing diesel generators with a fleet of AFC fuelcells would make more sense if they can run on ammonia and cost less per kw/h than buying an expensive PEM of SOFC. AFC will be the genetic replacement of choice.

Yes. I thought I had enough last year. Then after the rise to 92p I wish I had more. Now we are back at 60p and in a very strong place adding a few more seems like the right thing to do. Timing the purchase is the hardest thing. As for balancing the PF, I would not have all my eggs in the one basket. Unfortunately it didn't matter what eggs I had in my basket or how many baskets I hav, everything has fallen away this week. I'm not seeing many negatives here now and after 1 years I'm very comfortable with the current position AFC are in and clearly gearing up towards large multi system orders.