Member Info for DerSack

Dresden is a really beautiful town. Maybe our man isn't even back home. If i came from GB and my boss sent me there, i would stay at least til sunday.

Hopefully, our man sat at the right table during the breaks, and best case, they had a good third half all together, yesterday. That is worth more than ten PowerPoints :-)

I see this with mixed emotions. On one hand, the presentation was announced late enough to keep us out. On the other hand, a short product presentation at a research conference or workshop normally isn't worth an RNS at all. Why have they RNSed it?

Of course we need someone to fund the project. It was not different with the project in Greece, there was also a bank on board.

How else can a company with a market capitalization of 33 million and possibly 5 million in cash manage a project of 150 million or more?

The next RNS should be the iterim results. I do not expect much. Without the placing, the debt reduction or greece, the iterim results will be outdated, before they are issued.

They will hopefully spread a summary of these points in the Post June highlights section. Always a good way to get information to people who do not follow EQT and who not read every single tweet or RNS.

Don't worry, Yellow, I won't catch a falling knife. I am safe.

Back in 2019, I bought in at a reasonable price, survived the Corona valley, and was able to sell at areasonable price after the rns but before the placement at tradegate, and buy them back much cheaper the next morning.

I made myprofits already and my "new" current average SP for everything I bought after the placement is around 19 ct (17.5p).

As I said a few days ago, my wish is a price a little below the placing price. I see a bottom at around 15p.

A price of 15p wouldn't hurt me that much, but it would help our CEO to wake up. Bcause then the point is finally reached where AB has to listen, because all his "pat on the back" friends will ask him why their money is getting less. I hope, that this bottom is reached asap. The later we reach it, the more chances we miss.

That's for sure Yellow who now gets all in cheaply after a long period of deramping.
Welcome aboard :-)

In my opinion, the Billingham delay was priced in with last week's closing price. I just relax and wait.

What we see today is a general crash, and thanks to the Nikola thing, NEL is also going down in big steps and with it the whole alternative energy market, including EQT.

I hope that the American markets will catch this up a bit afterwards and that NEL will bounce at around 4 p.m. CET, pulling the whole sector ??up again. Just sold some of my surpringly "stable" PHE to add a few more NE. Wish me luck :-)

Some more information on current holdings (not warrents) can be found here:

RNS Number : 5190S
EQTEC PLC
09 July 2020

https://www.lse.co.uk/rns/EQT/proposed-placing-primarybid-offer-to-raise-16310m-x80e4ybv3cvy1vo.html

Section "Salary Subscriptions"

Section "Issue of Ordinary Shares to Directors and Strategic Providers"

I'm not afraid that postponing Billingham will bring the price down. I see a steady growth here, which in my opinion is not based on quick money. The current sp corresponds somewhat to what we should actually have had a few days after the placing. If you just look at the values:

Old: approx. 4.4 bn shares @ 68 => approx. GBP 30 million
New: 30 million + 10 million from the placing => GBP 40 million
40 million / 6.87 Bn shares => GBP .58 per share
Not taken into account: The lawsuit. But also not taken into account: Greece and the improved liquidity.

I do not expect bigger news within the next days. If there were bigger news to come, they would have tweeted something more exciting than the profiles of Wim and David and a few PowerPoint slides.

I guess, slippytoad's question was more about access to this: https://northforkcdc.org/?page_id=536

The public part is only somekind of blog that can be filtered by the categories on the left side :-(

Since the voice of private investors does not seem to have any weight here, we need to get just under 15p asap. Just so that the AFC line in the institutional investors' portfolio turns red. Because then the ii will hopefully ask our CEO why nobody seems to care while their shares, which were much too cheap anyway, became worth even less than what they paid for them. And hopefully, he will wake up and listen.

Currently, every thread is sooner or later taken over by a corona discussion, because people no longer even look at what Thread they answer to at all.

Could you please open your own "Off Topic: Health & Corona" thread and have a closed conversation there?

Don`t worry Mucksy, everything is fine:

The website you referred to is just a database-excerpt for all 2018 transfers HS number "902780 Medical Diagnostic - Test instruments and apperatus", no matter if they are Covid-19 relevant or not.

If you ever tried to find out, which HS numbers ( http://en.wikipedia.org/wiki/Harmonized_System ) apply to your products, you know, that this is a pain in the a...

To make things easier in times of Covid, in April 2020 "HS classification reference for Covid-19 medical supplies2ndEdition" was issued for Covid-19 relevant supplies. Click "classified" in the website you linked to see the complete list.

No Voodoo :-)

Normally people here post closed projects, asking, why afc was not involved. In a side note of another article, I found a reference to a project which is not closed yet and seems to fit AFC perfectly. Don't know, if a German partner is required, but we already had some Jülich contacts, so AFC maybe could find a German partner for this one, too. Call for applications is still open, but the deeadline is 30.09.2020.

Since the general experience here seems to be that mails to acf go directly to dev\null, I will post it here. I hope someone at AFC reads here or that someone with better contacts sends them a copy. The original call is in German (Jülich :-) ). The following is a Google translation:

"Call for applications for funding fuel cell systems for the self-sufficient energy supply of digital or critical infrastructures

The Federal Ministry of Transport and Digital Infrastructure (BMVI) supports the market activation for products that have reached technical market maturity with the funding guideline "Measures for market activation within the framework of the National Innovation Program Hydrogen and Fuel Cell Technology Phase II (Focus on Sustainable Mobility)" are not yet competitive, as a preliminary stage of the market ramp-up.

The focus of the call is the promotion of fuel cell-based, self-sufficient power supply for digital or critical infrastructures (as defined by the Federal Office for Civil Protection and Disaster Assistance (BBK)) in accordance with Section 2.1 of the aforementioned funding guidelines. The power class of the power supply systems to be funded must not exceed 100 kW.

Who is funded?

Legal persons under public and private law as well as natural persons are eligible to apply if they are economically active.

What is funded?

Investment grants are granted for the construction of fuel cell systems for the self-sufficient energy supply of digital or critical infrastructures. The additional capital expenditure required to improve environmental protection is eligible. For this purpose, the specific difference between the fuel cell-based emergency power system and a comparable conventional unit for the respective purpose (reference system) must be shown.

How is it funded?

Funding quotas of up to 40 percent are generally permitted. Please refer to the call for funding for details."

Original Call:
https://www.ptj.de/projektfoerderung/nip/energieversorgung_netzferne_infrastrukturen_2020

Google translation:
https://translate.google.com/translate?hl=&sl=de&tl=en&u=https%3A%2F%2Fwww.ptj.de%2Fprojektfoerderung%2Fnip%2Fenergieversorgung_netzferne_infrastrukturen_2020

I specially like that part:

"... where EQTEC can add value with its proven, proprietary and patented advanced gasification technology and solutions ..."

Jülich is a perfect step to the continent in times of Brexit and a good way to German / European subsidies. Jülich is not just a highly subsidized research center (approx. 700 million euros annually). What most people don't know: It is also a project agency on behalf of German federal and state ministries and on behalf of the European Commission. In this position, Jülich administers project funds of almost 2 billion euros annually.

Working with Jülich is not always fun or easy (own experience), but if you want to get funding for research and development, it's always good when they like you :-)

Drawing:
https://blogs.fz-juelich.de/llec/wp-content/uploads/sites/34/2019/12/versuch.jpg

Description (german)
https://blogs.fz-juelich.de/llec/2019/12/03/neuartiger-lohc-wasserstoffspeicher/

Short summary, please apologize mistakes, I am not a native english speaker:

Energy Source:
PV & Wind > Electrolyzer > H2

Storage:
LOHC (Liquid Organic Hydrogen Carrier with 1,86 MWh/m3, corresponds to H2 at 700 bar). 2x100m^3 LOHC tanks to store up to 185 MWh(H2)

H2Use:
- Hot-Pressure-Swing-Reactor 300 kW(H2) with thermal coupling to a block-type thermal power station. The heat to separate H2 from the Liquid is waste energy of the Block-type thermal power station
- 100 kW H2 fuel cell

The storage utilization rates are said to be over 90%.

Fishboy, I guess, there is a misunderstanding. I read gspanner as liking lunsams work and then talking about another person: About "him who must not be named" :-)

Hopefully there should be enough money as EQT is currently more in the process of reducing debt.

My hope would be to be able to offer a nice overall package:

EQT plans and issues licenses, ewerGy plans and builds, and Piraeus Bank lends customers the money to let build and to pay for EQT and eweGy :-)

According to Wikipedia, Piraeus is also active in the Balkans.

Have not seen this on our bb today. Since some poeple here are good at reading between DP's lines: Are we about to receive more good news, soon?

"...increasing appetite from traditional banking institutions to provide financing for projects applying EQTEC's advanced gasification technology"

@Piraeus_Bank #projectfinance #decarbonization #newenergyinfrastructure #Agrigas

https://twitter.com/DavidPalumbo/status/1298573067355074560?s=19