There are 3 factors that have been designed into the AFC system: the components are either off the shelf, or readily available, with little to no precious metal required; the fuel is substantially cheaper, readily available, and more efficiently stored/transported; and then the electrical efficiency is as high as any FuelCell.
The diesel gen market is huge and clearly the customers that are construction firms will be looking at all the variables prior to the switch.
Thanks for that ‘discussion’ dwofch, the point is that currently AFC will be subject to sector sentiment, while also being capable of breaking out of that on specific news. The sector has been ‘revalued’ recently to AFC sp detriment, and consequently offers a good opportunity to buy at least up to 500m Mcap, although another 4-5wks without news will inhibit the sp even re-entering 40’s. Alternatively, a steady stream of news flow leading to a big announcement will offer a break-out.
While there is good reason to suspect sector sentiment will affect SPs, the positions of AFC, PHE, etc. are so different as to reasonably be beyond comparison. I sold PHE @10, expecting 5-6 buy-back. 2-3 now looks tempting/risk involved, and long timeframe with possible spikes. Mcaps are key indicators, with volume and news.
Dude, give it up.! News on sales will come when there is news on sales, not before and not after. You have clearly DYOR and have evaluated that when AFC have negotiated a deal to supply FuelCells then the share price is likely to rise.!
This is a thread for anyone spotting any signs that might indicate a trading pattern change, technical analysis. Might help you to try it.
Could be a very interesting option, especially as exposure for green credentials. The festival creates a virtual town for a week, and would likely require something in the ball-park of 25-50 containers (?) so it would be a worthy business opportunity. Then there is the question of how that installation could be arranged either as a purchase or rental. They currently likely use diesel so there will be a clear cost comparison, although the AFC business model to supply short-term power generation is alot less clear.
Aim, the excitement building up to WILL IT WORK was irresistible, counting down the weeks, days, hours was something many had waited years to arrive. Thankfully all was well. Will it work again just doesn’t carry the same weight.!
Expecting slightly more from ExE regarding their ‘clean’ credentials and their ‘mission’ to expose environmental issues. Guess they must establish the whole concept this first season.
It was a good call Ss. And quite what this bb is about. Can’t be watching all the time, and it helps knowing that not much is going to get passed the good few here. There was a spike up yesterday with an increase in volume, decent call for a late reported, buy or sell. At best it might signal a seller clearing, …with the chance of a change in recent trading pattern.
Mr Bond has said enquiries are plentiful, and yet no orders.! The only working FuelCell in the hands of a client is at ExE. Running that with ExE is more about environmental issue than cost or efficiency, and is a special case where virtually cost is not an issue. There will likely be no other scenarios that present such an opportunity to install/maintain a single system to a client profitably. So likely most enquiries are of smaller order and not practical. The multi system orders are most likely where the attention is and has been for the last 12 months. And the likes of ABB will need to have a ‘cast-iron’ plan in place to operate this new business opportunity. Such scale planning cannot be rushed, and would be slowed by attention diverted to single/small order enquiries. AFC are most likely planning around demand for 3-4 years of production capacity being taken up. It would not be a good sign to shout about an order to supply 2 or 3 FuelCells to a business park or hotel making a statement on environmental issues. No orders are likely far better than the wrong kind of orders.