Member Info for Bananaman2

I have just realised that this Billingham project was the Air Products project planned back in 2010 where AFC Energy were to provide fuel cells. Unfortunately the tech (gasification) was not ready and it fell flat.

This time round I am personally hoping to benefit from the project. In 2010 it was big news. 10 years on now. This time it has to work out.

https://www.chroniclelive.co.uk/business/business-news/hopes-energy-waste-scheme-teesside-11250693

Let's not forget about everything else in the pipeline. Deesside, CarbonSole, 20 odd projects in the Balkans with Ewergy, Wood tie up with a distinct Asia focus, US projects and lastly not forgetting that EQT responded to €205m commercial opportunities in H1 2020 alone.

The pandemic has slowed progress in just about everything. EQT have already told us that several projects due to financially close in H2 2020 will fall in Q1/H1 2021. Fact is they will still go ahead once people can move more freely.

Biden getting the vote, Sunaks Green Bonds and just a general global consensus to build back green will stimulate a green economic recovery with companies like EQT at the for front.

Big waste producers are likely to assess the benefit of having in house gasification equipment saving them disposal costs and at the same time providing a value stream in heat, power or gas to grid. EQT are getting themselves ready to be a design and build contractor, a manufacturer of gasifiers, owner operator and just operate and maintain after care.

Potential in EQT is simply massive and we should be very excited at these levels as perhaps the mother of all corrections may be just around the corner.

Certainly interest building, extreme E may be a little pull for investors but I think we will see a bigger catalyst for a re-rate. Removing the debt facility shows confidence that they are likely to either be on the verge of orders which will replace operating costs (Not a freebie) or even start to act like a commercial business and make a profit. Or, future funding options will not be at the detriment of shareholders and more likely to come from loan/finance.

Whatever is coming next I am really looking forward to it after nearly 11 years of waiting. This time it feels good.

Steeltitan. Would that 3 boepd be their attributable share ? Or a total of 3 boepd as I believe they only have 25% so leaving them 0.75 boepd.

jgbb123, Its exactly how I feel. Can't explain anymore than just a gut feel.

Just wondering how much longer before it all really kicks off here. Seems like an eternity since the last significant order. August 6th was the date.

A flurry is whats needed. I think we will get that. For now, waiting, patiently !

Me neither guys. 20p would be reasonable at this point.

Its the same in everything I own. Feel like I am pi55ing in the wind at the moment whilst the market goes mad for EasyJet and Cineworld. Now that really don't make sense

I get the feeling the lack of new contract news is going to be followed with a flurry. This will be the only thing to break this out of the trading range. It is the same with all my sector stocks. Nothing has moved for months.

Have I missed something ? I am assuming that Cineworld have reopened cinemas or announced a date ? hence the rise of nearly 50% from lows ?

Feeks, I think an early Christmas present would be just what is needed here. This and everything else green energy in the PF has been static for months. Should be leading the way now with Biden in and Sunak's green bonds plus a global desire to build back green and improve the environment.

We have all seen the benefits of reduced traffic and air pollution. Green energy is clearly the way forward.

Biggest fear was getting the knitted liquorice allsorts jumper. She knitted my grandad one that looked like an image of race day at the grand national, big horses head on the front.

I am sure she knew in the end and did it for a laugh. At 14 years old its the last thing you want to be seen in.

Miss my nan and grandad though !

I am not sure why this hasn't moved more sharply. Seems this week everyone is getting excited about easyjet and Cineworld and a return to normality. Not sure I get that personally, I though Cineworld had shut its door until next year so revenue must be zero whilst 99 cinemas sit there empty ? but it warrants a 50% rise anyway.

SP is really a joke. I actually topped up on Monday at 8.25p thinking I had a cracking price. Now look.

Have the cineworld cinemas re-opened ?

Well personally I would have tried to sell the water. The Trotters or T.I.T as the company was known (ticker code TIT) did well out of Peckham spring.

I bet a barrel of Voss or Evian is more expensive than a barrel of oil.

Gonna give this one a tick up. I don't even hold here anymore but just had to see the dynamic duo at work today.

They are only trying to warn the herd.

Perhaps offering better service than some may actually think !

Its the deramping overtime. Its getting to him.

Steeltitan is becoming plasticinecupcake

Iseenoships. If you were invested here I would be concerned that you do not know enough about your investment.

CWR and Doosan are 'developing' they have not developed.

Now if you were paying attention you may have noticed that AFC are developing a solid fuel cell system which is high density at 2Mw in a 40ft shipping container. The specific applications that have been highlighted for this are locomotive and shipping. So the CWR and Doosan development is already underway for AFC.

The high density fuel cell will utilise the Alkamem membrane which we know is performing better than expected according to the experts. So I would imagine that AFC have already engaged with potential end users seeing as shipping is one of the world's most polluting forms of transport.

This is great for green.

https://www.professionaladviser.com/news/4023011/rishi-sunak-uk-issue-green-bond-require-firms-disclose-climate-risk/page/2

Can't understand why this has not been discussed more.

Boom