George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
I saw this yesterday, it struck me as odd that he was more impressed with the ammonia cracker than the fuel cells. It does seem a bit like a round on the apprentice, what about Balfour Beatty ? They placed no orders Lord Sugar.
How are AFC and ABB going to support a service station with multiple fast chargers ? They’ll have a queue of lorries with deliveries of hydrogen longer than the queue of cars waiting to be charged. Until the fabled world’s best ammonia cracker is ready it isn’t going to happen, even though years ago Bond dismissed crackers as being an issue with a wave of his hand and a casual throw away comment that we can just buy one off the shelf.
Well it looks like the AGM was so informative that all the LTHs are loading up, hoovering up all the cheap stock….except they’re not, tells you everything you need to know. They’re happy to hear that everything is going well.
The delay with the ABB unit was previously described by Bond as being a software issue, now apparently it just needs some final wiring, this sounds very similar to the excuse with Altaaqa and the piping issue containerising the system.
Where are the units for Speedy ? Why isn’t Bond on social media sharing pics of a busy hangar full of technicians busily building systems ? I mean, for the first ever commercial large scale order you’d think Bond would be excited and share what’s happening yes ?
Where are orders from Tamgo ?
Where has anything commercial been delivered ? Considering we are nearly half way through the ‘year of delivery’.
Where’s the hockey stick sales curve ?
Where are there currently any of the first 10 power towers that were built in use ? Where are they ???
Anyone got news from potential customers posting on social media that they are trialling them ?
Because Pommy I see zero proof. £200k revenue last year. This (financial year up to 31st Oct) is the year that AFC focuses on delivery, have you seen any evidence yet of this delivery ? Why is the hangar empty, it should be full with £2m worth of generators for Speedy. Speedy are prolific on social media, why not even one post about a single fuel cell being hired out ? When I see it I’ll believe it, not because Bond told me it’s going to happen.