Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
AB
Your statement "These mine workings have been worked out that's why they have been abandoned" seems very authoritative. Where is your evidence that they have been "worked out" and that is the reason for their "abandonment"?
Mines of this age did not have the benefit of modern technology and were often "abandoned" because many Victoria miners served in WW1 and never returned. RIP
With regards to your last statement, if this is such an appalling share, why are you wasting your life posting on this board? If it is because of your caring and altruistic nature, that's most kind but, it would probably have more impact if you spent more time assisting your elderly relations or neighbours or do some voluntary / charity work locally.
Bless you
CP
Promise this is not off-topic ...
Last week my electricity provider contacted me to advise me that my current tariff was up for renewal. After wading through a lot of marketing blurb explaining that wholesale electricity prices are rising for my renewable energy tariff but, not explaining why, they very kindly invited me to sign up to a 24 month contract with an increase of c30% on the cost of electricity. They explained this was not as bad as some of the rises of other large providers ... the proof of the pudding springs to mind.
The purpose of sharing this with the board is not to generate chatter and complaints around increases in electricity costs but, to flag up the fact that at c.23p / KwH for day rate electricity, its beginning to close the gap on AFC's cost per KwH. That can only be good for us as investor's in this company ...
Obviously as a customer, I am going to ask my provider to explain why renewable energy tariffs are increasing by so much at a time when the unit cost of production is falling through the floor and find out if their claim that other providers are worse, is true. No prizes for what I'm doing next ...
PS. DW thanks for posting the Mace interview, great find and positive post.
Garonne, Thinking logically ... with all that sunshine, I'd expect this region of the world to use solar technology and to invest in solar research & development to get ever more efficiencies out of this proven technology that is currently much cheaper than operating a fuel cell . e.g. dual layer photo-voltaics that use both ends of the light spectrum inter alia.
Thank you for the analysis Bathman01, very helpful
It's been a while since I have posted so, greetings to all LTH's, many of whom I know from investor days, the old ii board and at least 1 is a very good friend of mine!
I've acquired a copy of this Broker Note and been absorbing its contents over the last few hours. I have been in this game for more years than I care to remember and understand the 'value' of Broker Notes and I can safely say my excitement in AFC has been rekindled and double under-lined.
The £1.91 valuation is based on the ABB deal and does not include valuation for Ricardo partnership, AlkaMem, Anion exchange membrane, Hydro Cell-X (S) and other opportunities as the hydrogen market grows/matures, it lists electrolysis. There will be others ...
December 2020 was a great Christmas present for the AFC old guard (Fact), 2021 should be truly transformational but, if you hold long enough the true value of this disruptive technology will leave the likes of ITM & CWR in its deep shadow. (Opinion)
More importantly though, our impact on mother earth should be significantly reduced going forward, as UK based free enterprise once again leads the way.
Wishing you a healthy, happy and prosperous future
CP
It was an observation at a moment in time this morning. Turned out there is still a lot of selling this afternoon. I'm somewhat surprised
We must be getting pretty close to a flash point now!!!
A decent order ought to do it if ITM & CERES are anything to go by and, they don't have a valuable by-product neeva!
ATB
SH
Looks like the selling activity earlier this morning has been replaced by solid buying. If this continues it will be a good afternoon!
GLALTH
Bond always talks about the importance of first mover advantage.
We have a thread on ITM & CERES at the moment but, try this Swedish spin-out from Volvo (deep pockets)
https://www.powercell.se/en/products-and-services/
Does anyone know of any other competition emerging over the next few months?
Yes, massive market capitalisation on tiny turnover.
On the markets pricing model for ITM we need £5 million turnover per annum to acheive a half billion MCap ...
Another good article on FleetPoint this morning
https://www.fleetpoint.org/electric-vehicles-2/off-grid-charging/afc-energy-launches-zero-emission-h-powertm-ev-charger-system/
The sp is also being adversely impacted by the wider macro-economic situation and the fear of contagion following a potential Italian meltdown inter alia ...
How De Nora will be impacted if Italy goes pear shaped should also be a concern here!
CP