Member Info for Bananaman2

Yes. That would be fair value for starters.

Its a tough resistance to break. Needs to get above and hold then it will offer support going forward.

Looking for a buy price today is not easy. Trying to add without averaging up too much.

Afamaman. Not sure what you mean by your post to be fair ?

EQT can de with waste plastic destined for landfill by gasification. SAE will make pellets and incinerate. What is not to understand.

EQT = gasification (much cleaner process, more efficient)

SAE = incineration (produces harmful emissions not seen with gasification such as NOx and SOx and is less efficient or produces less energy per tonne)

EQT produce a hydrogen rich syngas. It could be reformed to hydrogen but the gasification process and energy production is the most cost effective and efficient solution at present so why produce hydrogen unless there is a specific market for it. Maybe in the future, a few years down the line this will be a focus.

Precisely that Jimmynan. Its about the value AFC offers from this level and the potential upside.

Good post.

Too lazy to read so invested in the box set and binge watching. I do like your analogy!

I am a buyer at these levels certainly not a seller. Any sign of weakness next week and I will be adding to my wife's ISA holding

SAE SUP is incineration and not gasification. It utilises waste destined for landfill by manufacturing subcoal pellets and then buying them. As a result the coal fired conversion will produce NOx and other harmful emissions unlike gasification which does not. SAE will need to comply with strict emissions control stipulated in the European standards and therefore have to include flue gas control measures. The plant is cleaner than coal but perhaps no better than incineration. I am invested in SAE and the business model is fantastic and should be profitable as it utilises existing coal fired station infrastructure and extends the life of existing plants but NRW are asking a lot of questions regarding environmental issues which SAE will have to comply with.

EQT gasification is much cleaner and more efficient and certainly the answer over new build incinerators and even a better answer than using the non recyclable waste which SAE will manufacture pellets from to run the station.

But the Porsche Taycan is a lovely vehicle and seems to be the direction of Porsche. A move away from diesel and towards hybrid and full electric.

Good for them. And yes, what a great combo......

Porsche and AFC Energy

Argo looks cheap at 20p. Its just the market don't get it.

Actually, they are west Sussex but close enough.

Yes. Ceres.

I have read from other posters that an overhang takes 3 to 4 times the volume of the overhang to clear. So 17m shares would take a trading volume of around 60m shares to flush the overhang through. Obviously depends on the direction of trades I.e buys vs sells

Not sure how accurate this is but generally not been far off when observed before.

Actually, power input is greater than power output. But that would not be the point of that kind of set up.

Power input would come from waste energy in order to generate hydrogen through electrolysers. The stored hydrogen can then be used when power demand is high and there is no surplus. Hydrogen will then be used in a fuel cell to generate power balancing demand. This can be done on a micro scale also !

The perfect microgrid will be a combination of solar, wind, H2 and batteries.

Maybe 10p was quoted but unlikely to be any time soon. If things really take off for DP and EQT then why not. £680m would not be unrealistic with a couple of projects under their belt, a growing pipeline and most importantly for AIM listed companies, good sentiment.

Thanks ChippyJo. This report is contrary to some other research and discusses hydrogen embrittlement. As hydrogen would be transported in molecular form it has been shown not to be a problem and the existing gas network could actually distribute hydrogen without a case of concern of the phenomenon. Transmission, which is higher pressure there is perhaps less confidence.

One of the concerns of utilising the network would be how to carryout repairs on live mains. There are plenty of independent studies going on to determine the feasibility and its not a total write off yet.

Perhaps as back up power in basements or inaccessible areas where a 40ft container is too large but can be accessible by skid unit. Places with certain constraints in respect to size.

Duke. I have a gut feel that some time in the next 12 - 18 months that 5p - 8p will be realistic.

5p still only being £340m MCap

Not just Billingham but Deeside and also the Carbon sole partnership are also game changers for EQT. What Wood bring to the table could also be game changing if EQT have the opportunity to partner with Wood and break the Asia market. After all, the Asia market has been paid to take our non-recyclable waste. I would imagine that it is a very big opportunity for gasification to energy providers.

Malachi, if you look at Hynet it is a microgrid but the gas is for industrial usage. Developed from reformed methane and piped to local end users that require hydrogen for heat.

I guess the 'every town has its own network' theory is more or less the same as microgrid generation but the main difference being that every town should produce its own gas and not have transmission deliver through the network. This would mean full self sufficiency using multiple methods of power generation to suit the area including solar and wind, gasification of waste, electrolysis, fuelcell power etc. I expect Dunsfold is a similar principle whereby power will be generated locally and the loss of distribution costs benefit can be shared between the supplier and the end user under a PPA agreement. This provides cheaper energy to the end user and gets a better fixed cost for the producer/supplier. Win win !

There is a plan to replace all gas fired boilers in houses by 2030. What happens to gas transmission and distribution ?

The government plan identifies hydrogen networks which is possibly the solution but will take significant investment and time to introduce nationwide. Hynet is perhaps the largest pilot project for this in the UK.

My view is that power/energy generation will become more localised moving away from macro distribution to micro generation. Look at Hynet. The concept works. Same applies to Julich living lab.

If that is the way we go, which in my opinion is perhaps better route it is ideal for companies like AFC, ITM, CWR, PHE, EQT etc where their equipment can be used to generate and utilise hydrogen at a local level and help with a circular economy, wasting nothing and providing what required within the community. It is not so good for transmission reliant on moving mass amounts of energy around the country.

Larger scale operations are more likely to sell energy through PPAs which is exactly what SAE aim for with tidal power and Uskmouth resulting in short transmission and power agreement for the design life of a project. This way the UK could be self sufficient much quicker and avoid huge/massive infrastructure upgrades at significant cost.