Member Info for Bananaman2

Work that one out ??????????

I will always compare with the sector peers. Where ITM and CWR are now way above the £1bn MCap, ITM actually pushing £2bn for AFC to even get to half the value of CWR they would reach a £1 SP. I think this year has set a strong base to work from and commercialise the business. With a good news stream and the sector looking likely to provide support for economic recovery there is no reason why AFC being successful in the commercialisation process and be a global leader in fuelcell market.

A £1bn price tag or higher is not out of the question. The sooner they start mass roll out the quicker and easier it could be achieved. That is where I have my sights set as a target.

Yes, its dropped to 24.75 - 25 on IG

Hmmmmm......... careful DW. I know English is perhaps not your first language and I should perhaps s****** but that has made my morning.

Oh the mental image !

I don't want to speak to soon but I would like to think that we could be at the start of the re-rating we have been waiting for since the fundraise in June. There has been more meat on the bones of late and reading between the lines AFC are likely positioning themselves for a bumper 2021.

Absolutely, but it needs to be the solid system with the high power density. Perhaps this is not too far in the future now if Alkamem is progressing well.

Assuming they can use multiple 2Mw systems in parallel the AFC units could provide significant power

Already tested above 18k. Perhaps consolidation for a few days before the next move. Certainly strong upward momentum.

ARB should have a bumper month. Only 5 weeks until Christmas, it would be nice for ARB to provide an update on the reduction of the share account, tell us they will be dual listing and post revenues over $2m in November. They seem to dry up with news after the first week of each month but at least they update regularly.

Is the AFC fuel cell system capable of providing a high enough power density to power a truck ?

Could this be a future application for AFCs or are they more suited to stationary power with a near term expectation that the solid system could provide power for locomotives ?

I would like to think that several of the AFCs solid systems producing 2Mw of power could power a ship eventually and not just the auxiliary equipment.

Looking at the man diesel site engines range from 450kw to 21Mw so AFCs eventually powering shipping is not out of the question surely ?

What is the wait here guys. Its painful. Appreciate Stonepark drill is out of Arkle's hands but were these not due to be completed by this stage ?

Aries will be very silly to let that happen

We have only just picked up our tickets and now waiting on the platform.

Developing a robust supply chain and manufacturing partnerships and announcing one at a time. As already said, there is still plenty of good news in the tank here.

If AFC said they have received an order for 50 x 160kw systems we would all think its great but we would then think about how they fulfil that order.

Yesterday's announcement is demonstrating readiness for mass manufacturing.

Its a problem when you don't have manufacturing capacity to deliver multi system orders.

A problem AFC are letting the market know piece by piece is sorted out.

There are obviously several options but I see a place for H Power systems in considerable volumes either to plug the gap whilst costly electric distribution upgrades take place or just to take the place of the upgrade as a total solution for EV charging. The owner will at least have a movable asset and not spend out at considerable expense to upgrade grid connections at a fixed location.

If its not the UK there are plenty of other countries that AFC seem to be mentioning that may show a much greater interest

We do not have a gas cooker anymore, just induction hob and electric oven. I had thought of using solar for hot water but would still leave me with the heating problem.

Taverham, you are correct. Currently only trials with 20% hydrogen completed and no change to appliances. My thought was that hydrogen would be used to power electric appliances only. The only use for gas I my house is for heating and hot water. Perhaps fitting micro CHP fuelcell systems would be the way forward providing heat and power.

Oh yes, In 2 years this will look very different. It won't get there overnight but there should be a steady increase over that 2 year period if the plan is executed well.

Welcome on board Shorey

Not forgetting that we are highly likely to be seeing much more frequent RNS's which will be having a significant impact on investor confidence. Yesterdays RNS was very good but it is just a small piece of the remaining parts of the jigsaw which is seeing AFC gearing up for 'mass production' for 'multiple system orders'.

It wont take much to clear out the remaining seller, we have had a few good days and don't want to get too carried away and spikey. Solid consistent rise to close the disparity gap.

Solution being that we can transport hydrogen in the distribution network and use this in a fuelcell hearing system and pipe it directly to AFC H Power systems for rapid charge.

Macro gas distribution and micro power generation.

But from March 2021 ARB will have an additional 60% Petahash. So effectively could be looking at closer to 200 BTC a month if difficulty remains similar.