Member Info for fastduckharry

Noticed this near the bottom.

The Company is now able to provide its clients with onsite solar generation and intend to add electric vehicle charging solutions by the end of FY22.

It would seem that the company has got an arrangement with at least one installer.

With regard to saving energy EAAS might be interested in this development.

https://www.lse.co.uk/rns/HAYD/haydale-awarded-supply-agreement-vl3dtf3o1es4it0.html

Just an apology for putting up the wrong dividend payment date of Jan 17. When it was in fact, Jan 21. Just viewed my account and noticed the extra shares (reinvestment) in there. Thank you finnCap.

I hope other investors have received their dividends also, and were not too inconvenienced by my misleading information.

No guarantee of success, read the IEEE Spectrum article I posted. Sentiment will be soured by the downward path of EOSE Nasdaq. Am out, the sp could fall below 80p without news. Not intending to buy back in.

Just noticed a largish late reported trade (from 10:39) 63k (a buy) @80p At least there is a buyer out there, will leave them to it, no point in my being here.

Looks like an institutional seller is offloading some more @78p (buys @78.43p+ ?), could well be Crystal Amber. No trades since 10:25 . No reason for a buyer to jump in yet.

Have moved on from Nightcap, wish all current shareholders well. Just spotted this online and thought some of you might be interested.

https://www.leeds-live.co.uk/best-in-leeds/restaurants-bars/leeds-bar-revolution-turn-huge-22775783

Thanks Troajan, the name was born around twenty years ago, has served me well. Have a good day.

Just bought in today on the back of the Trading Update. Looks like another SigmaRoc but on the supply side. I see Troajan, already has an interest in both. The HBS acquisition made owning this a no-brainer.

14-Jan-22 13:53:36 77.00 2,943,782 Buy* 74.00 77.00 2m O
14-Jan-22 13:53:27 77.00 450,000 Buy* 74.00 77.00 346.50k O
14-Jan-22 13:53:22 77.00 4,500,000 Buy* 74.00 77.00 3m O
14-Jan-22 13:53:16 77.00 4,500,000 Buy* 74.00 77.00 3m O
14-Jan-22 13:53:05 77.00 500,000 Buy* 74.00 77.00 385.00k O
14-Jan-22 13:52:54 77.00 12,000,000 Buy* 74.00 77.00 9m O

Was hoping to buy some more much cheaper than this.

Finally bought into this share this morning. The line 'Early trading in FY-22 has continued the strong trend seen in FY-21' was the final persuader. Only a week but if reflecting the performance of the last quarter, it is good news going forward. The Covid19 outbreak has forced this company to change for the better. Brexit will also help to drive future business. As an AFX holder the fact that Equals are looking to expand from just SMEs to include corporate is another reason to be in. Just a modest stake for now, will wait for a possible fallback to top up.

Not bad, I look forward to the results in September and the years after that. Will keep away from the hype and inflated target prices.

Sanchez599, many thanks for your informed reply.

Surprised that the buyback not happening this month so far. Might be a technical problem perhaps, maybe Jefferies'operation temporarily halted by covid or even that the latest set of numbers won't be that encouraging. Therefore no point in buying before their release. Have I missed something?
We should have some news before the end of next week but what do you think?

Had taken my eye off SRC whilst the sp fell back. They were too cheap to sell last week. Even after today's rise, still too cheap to sell now. The company they have agreed to buy Johnston Quarry Group, who have some quality assets. In theory that means no worries about inflation, as quality homes and developments require superior materials and products. Should be a relatively straightforward integration.
Have had a look at the JQG websites, links below, for anybody interested.

https://jqgroup.co.uk/
https://www.buildingstone.co.uk/
https://bathstone.com/

Regarding the Nordalk acquisition, that was always going to be a large buy to digest. The final results and report around April time, should give us a much clearer idea of progression.

Good afternoon, I hope you have had an enjoyable Christmas. Personally am glad the markets have reopened. Yesterday's activity had me topping up again, while the bargain shares were still available. Though surprised to see the rise this morning. The fact that the price has been abruptly lifted suggests that the surplus shares are now in investor hands. That could mean that the two 600k trades as detailed in EyesOfBlue's post, were indeed matched trades as suggested.

The incidence of numerous 5 sells and then 7 sells (rather than 6s), make it a possibility that the games are not over. If so we could well see a temporary 2p fallback. Have got enough cheap stock now, to be satisfied in any case. Reminder xd Jan 6, registered Jan 7 and pays Jan 17.
Once again all stumbling in the dark guesswork from me, though still remain confident for the future of FCAP.

The company I was referring to was Arcontec (ARC). Their sp has halved since year highs on the back of that news. The fall almost certainly overdone. Though they are serving the same kind of clients, I don't think they are in direct competition with Beeks. In fact am wondering if Beeks were seeking to expand in future, that Arcontec might well be an ideal acquisition.

Part 3:

To enable a fast ramp-up in production, Maschmeyer hit on the idea of going with a sealed lead-acid battery format that has been established for over 30 years. "It means we are able to have the zinc-bromide chemical advantages within the advantages of lead-acid packaging. Meaning our battery is made and looks like a lead-acid battery—a non-flow solid block of energy."

A major benefit of this decision is that Gelion can use existing manufacturing lines for lead-acid batteries by converting them at relatively low cost to zinc-bromine manufacturing lines, Maschmeyer points out. Gelion is also able to utilize a factory's materials handling, production operations, and the way batteries are stored and shipped, etc.

He says that their partner in India expects that with around a $16 million investment in CapEx, Gelion can change a gigawatt hour a year of the existing lead-acid production capability to the equivalent zinc-bromide production capability. That compares well, he says, to the $135 million it costs to build a greenfield gigawatt hour per year lithium-ion factory.

As for Gelion's prospects, Noack says there are many competitors with different technologies in the stationary storage sector. At the same time, the need for storage is growing exponentially. "No one technology will be able to cover all needs. I think that if the [Gelion] technology can achieve low lifetime costs, and considering its safety and environmental friendliness, then it will be able to take a share of the market."

Part 2:

The downside of the technology compared to flow batteries is that whereas every component of the latter is serviceable or replaceable, the Gelion battery has to be entirely replaced with a new one, should it break down.

Another general disadvantage is that it is heavier and larger than lithium-ion batteries. On the other hand, lithium-ion is temperature sensitive and state-of-charge sensitive. Zinc-bromide, by contrast, "is much more robust," says Maschmeyer. "From -15 degrees to 50 degrees Celsius, no problem. Zero state of charge is also no problem, so we serve a completely different market to that of lithium-ion."

Yet Gelion's very inventiveness may make some potential customers hesitate. "The energy sector is very conservative," says Jens Noack of the Redox-Flow-Battery-Group, Fraunhofer-Institute for Chemical Technology, Germany. "New technologies generally have a hard time entering. However, they can be accepted if the lifetime price is right." He adds that non-flow technologies likely "have lower investment cost but the energy throughput is lower. So we will have to see."

“What we are good at is energy shifting. Our aim is to firm renewables, making solar and wind into baseload generation."
—Thomas Maschmeyer, Gelion Technologies

As for applications, with a charging rate sweet spot of 4 hours and a discharge rate of between 2 to 36 hours, the Gelion Endure is not suitable for quick bursts of high power, as is needed in electric vehicles or to stabilize the voltage in an electric grid.

"What we are good at is energy shifting," says Maschmeyer. "Our aim is to firm renewables, making solar and wind into base load generation." He gives the example of running a solar electrolyzer for producing green hydrogen. The Gelion battery recharges during the day, then takes over when the sun doesn't shine. "We can run electrolyzers so they operate at peak performance 24/7 with our batteries running day in day out at full charge-discharge in high temperatures. Any other battery would break down under such conditions."

"There is a need for inexpensive storage to cover the gaps caused by fluctuating renewable energies," says Noack, who is also an adjunct associate professor at UNSW Sydney. "Zinc-bromine technologies can do well due to the low cost of materials."

To commercialize the technology, the company is preparing to list on the London Stock Exchange to raise 16 million pounds sterling (US$22 million). The Gelion Endure battery will go into pilot production next year with the help of two partners, Battery Energy Power Solutions, based in Sydney, and a second larger-scale partner in India. After customer trials around the world in 2022, commercial production is expected to start in 2023. Initially, the battery is expected to have a usable energy density of at least 47 Wh/L with a specific energy of at least 37 Wh/kg. The company is also forecasting these metrics could double with further optimization.

The article (27 Oct 2021) below is from the www.ieee.org website. Therefore an unbiased honest qualified assessment of Gelion's non-flow battery technology.

Maybe flow batteries aren't always everything they're cracked up to be. A new technology from Australia is certainly raising this prospect, offering a novel approach to stationary energy storage—whose packaging at least harkens back to the old, familiar car battery.

Flow batteries use liquid electrolytes held externally in tanks and which circulate through the cells using pumps and piping. Their capacity is proportional to the size of the tanks, making them easily scalable. In theory, they should be a good choice for applications, such as storing surplus energy from renewables. But their reliance on mechanical components and intricate design presents drawbacks, including highly specialized maintenance needs, while flow batteries' electrolytes can be costly, corrosive or toxic. This has inhibited flow batteries from gaining widespread deployment, despite increasing improvements.

Now, Gelion Technologies, a startup based in Sydney, Australia, has found a way to dispense with the pumps and plumbing, and to eliminate other drawbacks common with conventional flow batteries by creating a non-flow zinc-bromine battery. Gelion founder and inventor of the new technology, Professor Thomas Maschmeyer at the University of Sydney, describes how it works.

"Instead of circulating fluids, the battery uses a proprietary gel, hence the company name gel plus ion." The gel enables molecular encapsulation of the bromine in a manner that is reversible, so that the bromine is still available for electrochemistry. To explain, he uses the analogy of Velcro. The “Velcro"-like gel sticks to the bromine, yet it can separate from it with a little pull when needed. "That pull in the battery is a little bit of its potential," he says.

Gel batteries, say its advocates, deliver robust, durable, non-flammable storage made from materials that are inexpensive, readily sourced, and recyclable.

Equally important, the gel ensures the bromine, which is heavy, stays well-distributed throughout the battery, reducing stratification and the formation of undesirable zinc plating called dendrites, which can cause short-circuits. In turn, fewer dendrites reduce gassing and pH drift (unwanted change in the acidity or alkalinity in the electrolyte).

"By keeping everything homogenous within the gel, it's basically dealing with all the issues addressed by flow so that they don't really arise," says Maschmeyer. Or if they arise, "they can be dealt with in the existing paradigms of battery technology. This makes for a super safe battery."

Good morning, saw those trades last night, had me wondering. There has been a seller, who has recently been selling blocks of FCAP following any decent buys but a bit more, depressing the price. Before last night's evidence, I was wondering if FCAP was being shorted. Now it would appear that the seller needed to raise capital by the year end. If they were matched trades the deal would probably gone through at a higher price, otherwise we could have a reluctant purchaser, who agreed only to buy at a discount. Or possibly the market maker has got them and is seeking a large buyer. We (private investors) don't know, all guesswork, best to see how it plays out, there may be other late reported trades to come.

Finally topped up yesterday but not as many as I could have bought. Will keep watching trading, dull today, though that doesn't necessarily mean no activity. Still expect the price to pick up in January. Later next year, could well be wishing that I'd bought more now.