Member Info for beachandsurf

Thanks S’hay.

While the S.v.L debate goes on here, by us few in the know, there are other comparisons to make. AEM.v.PEM, diesel gen’s.v.mobile, off grid, on-demand power gen’s. And by any comparison, the L series can be part of the leading edge of available tech, and any current competition will also be likely to be different specification of some sort by 2-3yrs time.

The L series is right now, the S series might be as competition comparing a bmw3series2019.v.bmw5seriesAMG2022.

Plenty still to come in the EOY report, after the RNS and interview have adequately explained the S series situation.

is that the construction industry, and the diesel gen market generally, will be looking for something to replace DG’s any time now/soon. There is nothing available that presents a seamless transition, other than only slightly less problematic white diesel or HVO. The FuelCell is the long-term solution. The likes of Mace and Acciona are capable of running the L series with all the variations of size, operation and fuel supply compared to ‘traditional’ methods. And should the S series present an improvement in time, then they will be already well versed in the new fuel and operating practicalities.
Additionally, where size restrictions are of less/no issue, stationary installations may well view the L series as appropriate and available now.

Agree with some of the concerned views expressed this morning, and that the S series appears to be the market requirement, just maybe that the market will be willing to adapt with the new technology as early as is feasible and then be tech savvy as it develops.

Would like to help, I can’t answer your question. It might be that with a connection the FuelCell runs at continuous operation alternately feeding the battery for the charger and selling energy to the grid. Or it may just be more practical, with acceptable electrode longevity that it is intermittent operation. A good question for the AGM Q&A next year.

Meanwhile, 4%DOWN, …buys 2.v. 1 sell.!

Gfing makes a fair point, and his holding strategy looks pretty sound aswell. AFC need to show that the optimism heralded over the past 12 months is bearing fruit. AlkaMem must be close to market ready, the L series aswell. The update is due and should tell all. Over and over we have been told that AFC regularly communicates with govt, yet not even a hint that a FuelCell strategy is imminent. The S series looks suitable toward all target markets, yet that might not be market available fully until the middle of 2023. As Gfing says “hard yards” will lead to multi sales, have AFC covered enough with the right products.? update due very soon.

(not the least interested in discussing any sort of hidden agendas of posters, just reasonable analysis.)

Thanks halfshell for sharing that, very interesting. Oh for a good well considered plan by govt.!

Along with the red diesel change there needs to be a positive incentive by govt to ‘re-subsidise’ the clean fuel that will replace the diesel. And with just 6 months before the change, it is really right now that companies need to hear a plan.
AFC said recently that given enough notice they could have supplied Glasgow/COP26 with sufficient EV charge points. A similar scenario is manifesting with diesel generators.

Agree Bb, size matters.! Could also be very different cost.? Although, ultimately, it might just come down to power requirements.

Today’s statement noted “multi fuel option” for the S, can we take it that applies to the L aswell.?

The L series still looks very relevant toward small-medium size industrial estate installations, especially being available to order now, and following on from so much talk and promises at COP26.

fair enough sheriff, an in-appropriate headline, I was going to include buy/sell, volume figures and then rekon’d the 2%+ said enough. So, with S>B after a long period of no news to sell into, maybe not a bad ratio.? Could B>S in next news.?

Considering the news today is more about the longer term, a 2%+ rise looks stable/encouraging. Seems a reasonable move to announce the S series plans as the first news for a while, that said, AFC need to show the market that the BK Gulf deal, and the HH facility will not be dormant waiting for the S series to reach the market. More news tomorrow will not be too soon, and describing the suitability of the L series by comparison will help.

Thanks MrA, so the 1993 model for sale measured 11ft.x.4ft.x.8ft high, (approx). plenty comparable even though an old model, and reinforces the power/size ratio could be reasonably acceptable without too many alterations to say existing site planning.
With the right govt clean energy incentive financial support this looks V.positive.

‘nameplate capacity’ has history with AFC.! And maybe this time they have room to manoeuvre.? Such power density/square ft is appealing and appropriate to many applications, as such maybe a resulting 175-180kW in a 10ft will be ample for first launch, leaving 20kW improvement upgrades/2yrs as the on-going ‘natural’ development. Maybe even 160kW reliability could pass the test for this time next year.? This 200kW announcement may create enough demand that allows for that ‘little’ bit of wriggle room.

.
200kW in 10ft container with multi fuel option.

This will attract investment. This is what the market wants, and is prepared to plan for. This is what dirty-fuel investors want to switch to. This is what govts want to back as the next clean on-demand.

Does AFC have sufficient funds to reach the target.? …most likely.

Agreed hmch. It seems almost right that the ‘start’ of news is the long-term outlook, and that looks like the result of finding out exactly what the market really wants. A 200kw in a 10ft container with multi fuel options. That is the ultimate goal.

Looking forward to, alot, more news that will indicate the L series advancing on its own merits as a distinct entity from the S series for practical, and maybe financial, reasoning.

Fair point Ss, I can only assume that the expected update is so voluminous that It is taking longer to write than being able to be released today.!
The latest RNS, although coming from attendance at such an important gathering and with the attention of Charles, amounted to a pinch of salt. And it was perfectly reasonable to have expected plenty of news during this second half of 2021. MoU’s may have developed, the H-hanger may be operating, any number of new staff may have been trained, orders may be being processed, AlkaMem may have passed initial field trials, systems may have been delivered, BK Gulf might even be planning a further manufacturing unit, is there a new communications manager in place.?
Answers must be forthcoming very soon. 25 trading days before Christmas week. Very, very disappointing show this H2’21, which will either be continued or rectified.

“this buyout sh@@again” dw.

More accurately, taking a very keen interest in the value now compared to historical and potential. Quite a reasonable shareholder activity.

“commercially viable” is certainly the key.

As shareholders we have always been kept apart from performance data, unlike the partners AFC have entertained. ABB probably have the most accurate operating data from their ExE involvement, and that relationship has progressed at an acceptable pace. The physicalities regarding operations with Mace, Acciona etc are set to be scrutinised soon, …and like ABB, represent potential initial market entry on an immediately global scale.

I appreciate your ‘steadying’ contribution, and accept that reality will always win out, …a share of multiple global new markets with vast growth potential is a goal ..within reach ..and likely to warrant a significant re-evaluation compared to what is currently the virtually pre-trial valuation.

Quite agree athansius, let’s keep it real.

AFC are establishing partnerships with companies that cover NAME (North Africa & Middle-East), otherwise operate on a global basis. The product is suitable for multi sector market entry. Soon to be multiple products. Are in the midst of increasing world-wide demand for clean energy. Have only just very recently operated their first commercial system, and put full manufacturing plans in place.
Two years ago AFC had not even started on the roadshow.!

As a product/business enterprise in the current climate, the DIT associate AFC with (quote) “global expansion”, recognising the potential of FuelCells as the next solar/wind power growth sector. And yet still only the single solitary system is in commercial operation …room for growth.!

AFC seem to be establishing a presence in the Middle-East, have a very reputable partner in the EV charging market, are set to enter the diesel gen replacement sector with further big name associations, have AlkaMem and the S series in the pipeline again with established operators.

AGS, Altaaqu, ABB, Mace, Acciona, DeNora, Ricardo.

Govt are involved at least through the Dept for International Trade, maybe more. And any govt announcement on green energy is now expected at any time and likely to involve billions of pounds.

I can not see a take-over happening although acknowledge the possibility. At no less than £5bn (680p/share). That said, where does that leave AFC without any take-over speculation.!,?

Agree the advisors will have stated statutory requirements, and will also be aware of any further on-going situation. Would be very surprised to not have the AGS news RNS Monday. Could even be a consequence of Mr Thomson having vacated the comms position.! Also feel there could be more that even puts the AGS news in the shade.! With COP ending, I am expecting a steady news-flow to start from AFC, although news of any T/O is bottom of the list.

DIT & AFC are not strangers.!, “global expansion” was the term they associated to AFC.