Member Info for chippyjo

INEOS will only consider stopping venting of H2 if the government places a tax on it. Their electricity deal is probably too cheap to make the investment. AIMO
In my view, gov needs to get firm with companies, look at the non recyclable food packaging still wrapped around our food for sale.

Normally a share fails very quickly to the placing price, we held up well for a good period. This and other fails are due to the R number rising more than than anything else in my view.

So I guess that will be German PIs from tradegate.

No I don’t read it like that Daz

https://www.lgbco.com/
Also specialise in mergers and acquisitions

Guys get a room....

Garonne, the share price may be the same as ten years ago but the technology has moved on immeasurably

Will be interesting to see exactly how much limelight AFC gets with Ex E but I hope the BOD aren’t sitting on their Laurals. We need sales that catch the attention of the marketplace. Not anti AFC or the deals done so far but commercial means profitable sales in volume to me.

Certainly the board will have big questions to answer if a second product developed doesn’t hit the market positively. It would show poor decision making and a lack of appreciation as to what is required in the power generation sphere.

For goodness sake, just insert powered in between the relevant fuel and generator.....

Unless they are going to pull a rabbit from the hat...

Daz, I was expecting sales also but the product launched 3 months before the pandemic hit which like it or not has had an effect on free cash companies have to invest in capital expenditure. My company has lost E15m in 4 months and has cut all non essential spending. Others I'm sure are doing the same.
As for Bond, he is no better or worse than any AIM CEO in my view with statements. More telling maybe his career history to date but thats not taking into account other factors in those companies that mat have no influence on AFC.
H2 fuel cells are not new so why aren't they everywhere? Because they couldn't compete on cost. Bond and the team have worked hard to drive down these costs and De Nora seem to think they've done well, so I'd take their opinion over posters on an anon forum.

Our mission at Hiringa Energy
is to supply New Zealand with zero emission hydrogen.
Not a competitor but a fuel supplier. Get a move on,, yes but not because they will take our market share of fuel cells.

We don't know anyone is surplus to requirements as we don't know what is happening on the day to day operations on the business. It may be they are all contributing but the emerging H2 market is responding slower than PIs would like. If there are surplus staff not contributing then that is a job for management to decide, not new keyboard warriors yellow

Garonne, it would be easy for me to jump of the Bond gone bandwagon but we’ve just been through the hardest period since 2008 financially worldwide if not since the end of the war. I would be in favour of giving Bond the benefit of the doubt short term but we’d need improved comms to justify what where and when AFC will be commercial...

Did AB fall into a trap? Apparently they were asked about off grid EV charging.
2.8M seems a bit strong to me as well though but the model pitching petrol stations against EV charge points is not comparable. Esso wouldn't supply to the household for safety reasons as well as logistical. Electric charge points will take a more diverse form from home charge points to Porsche and tesla high speed units. Question still is can the local supply authorities cope with the LV network load.

Garonne, my letter to Bond specifically mentioned when are we getting news about Hiiroc

Personally I’d like to see GR fall down the wharf tat RHA before they seal it up. James G must have caught a cold on this one....

No you can’t.
Just read the last RNS and see he’s finally told shareholders Wharton’s we already knew, RHA is a dead duck. Zulu is too and the new rainbow as someone said is a shiny new gold project in Mozambique. And we all know how the last deal there went.....ie straight into GR s property portfolio. XRT of of Zim and eventually all sold off and into GRs pocket.

Ps Richlist, sorry you lost the faith. Good luck with your future investing.