Member Info for Bananaman2

I called that one wrong King5hott. Good job I took the opportunity at 0.48.

Still everything I have touched recently has gone in the opposite direction. Maybe my luck is changing. I am certainly not a trader.

Good to see the whole sector moving today. EQT more than most.

Fully agree MIKODX. We have been waiting along time and now we are cresting the hill.

AFC have continued to make developments although some believe not quick enough. The hydrogen economy is coming and AFC appear to be leading the way in low cost power solutions and now Alkaline Electrolysers with some pretty serious applications.

And at 1410 its 'novel anion exchange membranes as enabler for high performance water electrolysis'

AFC following De Nora and followed by a further relevant presentation is very interesting. It appears that the market for seawater electrolysers and offshore hydrogen generation is waking up.

Hmmmm. I would imagine that is because of the unavoidable use of colourful language which can only be put down to the easing and venting of frustration.

I may be wrong and you may have a genuine insight. Are you in the Verditek group on twitter ?

Yes. Very low given the commercial nature of the business and the target market size.

I guess that is how the market values VDTK at the moment valuing pharma companies that mention the word COVID and test kit or vaccine in an RNS at many times this. When in fact they probably haven't got a hope in he'll of producing a vaccine or making a significant amount from a test kit.

Senseless markets at the moment. Chasing rainbows ??

No idea. Just absolute BS.

That was childish Cheekyboy. But you beat me to it!

Great loint about hydrogen generation from seawater for ships. They could almost be self sufficient if partnered with other green tech to power the electrolyser. To start with, this electrolyser/fuel cell system, much like that developed for Extreme E would be ideal for auxiliary power for ships replacing diesel. Exactlt the market AFC is looking for. There is not much more remote than the middle of the Atlantic or Pacific.

Cheekyboy2. Is that right ? I wasn't aware of that.

Thank you. That is very interesting and opens a huge potential market for Alkaline electrolysers.

I like Bond's style. He has a tough job on his hands and is taking AFC through this difficult period from R&D to commercialisation.

This year may be written off for all businesses but it hasn't stopped companies like AFC getting closer to delivering commercial products.

I would love to know what is going on behind the scenes. I think we are in for a pleasant surprise. Clearly its not nothing !

The irony is that AFC have been focusing for many years on developing a much needed low cost and efficient fuel cell. It now appears that Alkamem could be transformational for hydrogen production and be the product that really takes off for AFC. That is assuming that they have been succesful in developing the manufacturing of the membrane in sizes for industrial application. If that is the case it would present a more efficient and lower cost option than Nafion, and AFC do not have to concern themselves with developing an electrolyser simply licencing or manufacturing and selling Alkamem to its customers.

Can anyone remember the market size for alkaline membranes annually ?

I have a question. I hold both EQT and PHE. Why is there such a difference in the MCap of the two ? I cannot understand it. Perhaps I have missed something here. What is it ?

Genuine question !

Well everything else I have touched lately has gone the same way so you can blame me if it makes you feel better.

since my buy at 3.5p a few weeks ago its been nothing but downward. Good to see thr first day of rise.

Long may it continue.

I'm not sure we will see 1.5p to 2p by Christmas. Don't get me wrong I would love it.

Financial close on projects is becoming more difficult and EQT have been honest about this. I like the approach of Palumbo and feel EQT are going to be massive under his direction.

They have discussed the Aries case and hopefully this will be case closed before Christmas. Outside of that I dont see much that will hold this back.

Potentially further deals in the pipeline and also Billingham (the big one) to be closed out in November. 2021 will be a big year. COVID will hopefully be on its way out.

Does make your panic though! Been there 3 times this week. COVID delays.

Even gloabl COVID recovery is delayed because of COVID. Those taking a hit will be moving their capital into another loss maker driven by COVID delays.

Lots of value here. Yes LC is a BSer and could deliver the post but there has to be some reason why these large projects are in his hands.

Project level funding will happen and close in November. So what, its 2 months.

As expected, impatience gets the better of most, admittedly LC should not make promises he cannot keep but this deal is going to happen. The set backs and delays are evident everywhere due to COVID but life is going on albeit at a slower pace.

Some can take their loss, and move that capital to their next loss maker due to more impatience.

Great find Feeks.

Looking good for a succesful trial.

In anticipation of both the KAT project level funding and the PPA with Boabab I am expecting a rise in Kibo. The MCap and NAV disparity is too large

They have offloaded nothing. Number of shares held isnthe same as prior to the issue of shares on the 23rd.

Spreadex hold to counter the 100% long on spreads. Same as with VAL. Spreadex had a position from the placing and started to sell down at 100% gain. They have around 100m shares. Did before the placing and do after.

That is correct 'on or before the 30th'

And so what if it did drift a bit, deal will get done as the financials for Blyvoor are very good and an opportunity not to be missed.