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This is to DW and others who really understand the science.
Below is a link to a Redefining energy' podcast this week on the hydrogen industry.
https://www.spreaker.com/user/10802082/44-h2?utm_medium=widget&utm_source=user%3A10802082&utm_term=episode_title
I find their podcasts really insightful but they have always been bearish on hydrogen due to the costs involved both in inefficency in the production but also in it's transportation. I'd love to hear a counter argument to their assertion that the only real area for hydrogen technology in the future is in the production of steel. They felt that the drive for hydrogen comes from the big oil producers but that it is illogical.
This is a board hopefully, for exchange of ideas, so don't shoot me down for putting this up. FWIW I have had AFC for a while but did topslice at 90 to get my original stake out. Am still invested however but after listening to this , I'm less committed.
Thanks for your views
Skeletor
totally agree with you about SAE. I have them and AFC ,IKA and EQT. All going south at the moment, but I still think all four companies will be winners when the dust settles-probably most anxious about AFC, but hopefully the extreme e racing will boost that in April
FWIW, I'm still heavily invested in SAE, but my interest is in tidal, though obviously I'd love SUP to work too.
Thanks Dall
Regarding your point 1. Did anyone else read that document and in particular table 4.5. how would you interpret that?
forgot to add, in 2018, Wales produced 42 Mt co2.
SUP is predicted to produce 1.55 Mt co2 per annum (approx 3.7%) according to FOE. If this produces a lot of power and less CO2 /kWh then it might not be such a bad thing especially if it gets rid of significant quantities of plastic.
I've just read the friends of the earth objection, which as OHS has intimated , certainly looks likely to have been the cause of the deferral. On the face of it (from my uneducated eye), it's a pretty well written and strong case for turning down planning permission.
file:///C:/Users/Stephch/Downloads/The-Sixth-Carbon-Budget-The-UKs-path-to-Net-Zero.pdf
have a look at pages 206-235
How do you interpret table 4.5?
Does this imply that although there is devolved responsibility on the welsh government to reduce carbon emissions by 95% by 2050 , the sector of electricity supply is mostly reserved and therefore not the responsiblity of the Welsh government to improve?
would carbon credit trading enable the welsh government to offset these emissions by burning 'English waste'
Hopefully there are some clever people from Simec who are are 'on it' and making the case....
yep, that article was on the 4th, so in theory bt the 25th feb is due date for the welsh government
I have money in an ishares clean energy ETF-down 11% in the last month since it's high. seems to be a sell off across the board. Some of the hydrogen stocks do seem to have very unrealistic valuations-hopefully AFC will suffer less downside than most as its had less upside
is this drop in share price due to director sells or just a fall after a rise?
Phyl, thanks for your reply. good to know you are still positive on SAE
OHS, regarding the article on the Mcamley turbine-it's an interesting idea, but doesn't appear to be anything more than that. Have a look at Mcamley's website
https://www.mccamleypower.com/gallery
Lots of pictures of turbines in action, but when you look closely, it's clear that the pictures are of two turbines from multiple different angles. The website isn't finished either. I suspect that this company is just getting going, and needs investment. I would be very suspicious about their claims regarding affordability against HAWT.
VAWT technology has been around for years but I've never seen them used commercially for wind
I'd be surprised if this technology is a threat for Atlantis, although it is a British company in need of backing-? a future collaboration
where has Phyl gone? He was always very positive about SAE
I don't have much of value to say regarding points 1-4.
Regarding point 5 and the Mcamley VAWT:-
1. if this turbine is so much more efficient, why are we not seeing VAWT in commercial wind farms either on or offshore?
2. At what scale is the Mcamley turbine cheaper to produce. Commerical turbines require large swept areas -do the mcamley tubines economics change as they are scaled up in size?
3. price per Kwh in the Uk , certainly in the domestic market was more expensive for VAWTs than HAWTs, although the former were supposedly better in areas with turbulence.
4. if the material used in these turbines is the cause for the cheaper construction costs, then can this technoilogy be used with HAWTs?
Desertwolfch. Can you explain 'on buys we move down' please. i've never understood this talk of buys and sells. Surely for every sell there's a buy and vice versa? I imagine this is a very naive question but I'd like to be educated.
It's all gambling really isn't it. My rationale is that further funding rounds are likely, and these will probably be similar to previous rounds in that they relate to the NAV. I guess we'll see. if I'm wrong