Member Info for Bananaman2

Intact, the total group premiums are down only 18m on the same quarter last year. That's business. Doesnt warrant a drop from plus £3 to £2 does it ? Some people are thick as dog 5hit.

If it gets there I will take it.

What would be the point of buy backs if not to support the dividend yield. This is not a growth stock. Retaining the dividend through this mechanism means they have free cash to burn. Nothing to be concerned about. According to sum nuggets there is. All you're doing is making it more attractive to income investors

Used my MNG dividend and increased my holding by around 13%. Averaging down but couldn't have timed it any worse this morning. Just under 240p now it's down another couple of pence. Fooking bonkers. That's all I can say.

Increase the buy backs. Remover an additional 10% from the market and stabilise the SP. Support the dividend. Not expecting massive growth here. Its not that type of stock but essentially for every £1k invested today you are getting £100 per year in income for absolutely fook all.

I would say it was fully priced in already. What with the buy backs which should support the SP as well this is massively overdone. Boring ? yes. Consistent dividend payer ? Absolutely.

They need to get on with it.

Absolutely dismal SP performance. Seems to be underperforming now. Refreshed a sell trade at 6.6p months back. Never got that price again and now look. Hardly worth selling as it's worthless. What have they done PR wise? Where is the next big move coming from. My agenda being just getting put now at a higher price than this.

DISMAL

I'm starting to see how this has affected POLY but the underlying business is £15-20 SP with current POG. I'm 80% down and trust that at some point the fundamentals will shine through and it will eventually be business as usual for POLY. May take a few years but it will get there. Its a well run business and subject to circumstance

It's beyond comprehension. Still, I won't look a gift horse in the mouth.

Perfect solution for offgrid EV charging. Pointless using diesel generator at festivals etc. Stack a few 10kw systems for rapid charge or just use 1 x10kw over a few hours for slower charging. Festival's etc are temporary events. People hang around for hours. Expecting to see some of these at events this year

Athansius, the liquid system was a huge hit. May be not in a commercial sense but to prove feasibility of the alkaline fuelcell system. Proven by Extreme E and supported by ABB. A much better approach than some other companies that have just thrown out to the market a working system with no thought about cost or fuel flexibility. I bet there are hundreds of fuelcell systems that can simply generate power but how many can generate power in a low cost fuel flexible system? Not many to boast about. From a construction delivery perspective the AFC system in its HFC or S series is the answer.

Desertwolf. As I have said, being involved with major construction I can tell you that simply buying several fuelcell systems would never happen. I would expect that many of the 50 customers AB has intimated will still convert. Construction companies will trial one or two at a time whilst rental companies may buy a few. But perhaps not until a few have hit the sites. A time I believe is upon us.

I'm not sure what people are expecting. The transition to clean power is upon us. It won't take 5 minutes. AFC have a product range to be the best placed in the market to take advantage. Most of the other are too rigid in design, size and fuel type and ultimately cost.

Alt-muddle. I can't answer that. However, as far as I believe the HFC is based on the solid system. I'm not sure how much power density improvement you will see but it has been quoted as on par with PEM but quite clearly developed to be lower cost.

It was a pipeline of 50 plus customers. No mention of conversion to sales with any time scales. Talking as someone in the thick of the hydrogen sector and major construction I can tell you that a conversion from diesel power to fuelcell technology is underway but will not be a 5 minute job and simple transition. This is highly innovative but will be essential to achieving net zero construction. I dare say that pipeline of 50 has increased and we will start now seeing a number of customers taking up fuelcells as part of the energy mix required to deliver projects.

Bonds renumeration will not have been based upon sales. Thats ridiculous. It will have been set on objectives such as key milestones in R&D which we have most probably been fed in annual reports. Bond and the AFC team have delivered on that front. The liquid system is a huge hit and has demonstrated the capabilities of alkaline fuelcell tech. Now wait for the HFC. A much needed high power density, fully scalable multi fuel flexible system. Not sure PEM or other techs will be able to compete with that. The SP has nothing to do with Bond. I think he is a genius with a perfectly round head.

Sorry. Not can. Should

Had a similar thought. Volume is too low and will take an age. Price can only go higher as a result.

One of the cheesiest suggestions I have ever heard.

'Oh my'.......perhaps a little too PG

With a battery there would be enough power in that to deliver sufficient for at least 10 homes. All that in a telephone box size piece of equipment.

H2 sector is gaining momentum from where I am sat. Getting very exciting again.

Would be a better and lower cost option for some situations Klunk. One large system may cost more in ancillary equipment such as cable and wiring. Deploy 10 x 10kw systems strategically across a network with a lower power density.

The large system would be ideal for site establishment and EV charging. A situation where you may have a large site office and multiple electric construction vehicles.

Things are hotting up again.

As haggis said. Ideal for indoor use. These will be zero carbon emitting and fume free. Hire companies are likely to have multiple units across multiple sites because it reduces cables from large power generators usually situated a long distance from the workface and outside. Not only is it therefore non polluting and emitting it is also an improved safety case for slips, trips and falls.

Small and mobile. Dare say they have wheels. highly innovative. Anyone else doing this ?

Precisely kidder

PHE are not developing a fuel cell. It does however baffle me that not much progress has been made in regards to actually building a system.

Whereas AFC have now got the most diverse range of fuelcell products services a wide range of markets at potentially the lowest cost to customer for a power density equivalent to the best PEM cells on the market. This cost will not just be system cost but across the product lifestyle sue to its acceptance of low grade hydrogen, cracked ammonia and reformed methanol. How they are not now priced at a similar level to their market peers is beyond me. I guess its all down to confirmed pipeline orders.