Member Info for Garonne

The paucity of information coming from VOG is very tedious. We've not had anything substantial since November with the Matanda licence extension announcement. Maybe Roy's building up for a blockbuster RNS on West Med sale or ENEO having settled their bill. Silence in this case is not golden. Come on Roy, let's see you deliver.

Hopefully with expected developments queuing up in the pipeline and TBA shortly i.e. FC build completed for the Acciona deployment, progress on bespoke unit for Julich and maybe commercial opportunities for AlkaMem not to mention EV charger sales via ABB, we could be back to £500 million and beyond before very long.

I guess so Heath. Hopefully it'll make for exciting reading. Now that we've successfully delivered the EE unit news on Acciona must be next up.

NCYT announcing lots of progress towards innovative covid testing developments, including saliva POC. What's going on with GDR's saliva based POC? Would love to know but unfortunately we're still in the dark on that one. Isn't it supposed to be rolled out before the end of Q1? We must be due a progress report.

I just don't understand why the SP is dropping given the confirmed commercial link with BC. Seems illogical.

"Back at Dunsfold, our attention continues on our next system builds with Acciona and Julich and the ongoing development of our “S” Series fuel cell and Alkamem. Stay tuned for further updates".

From AB's blog of 28th January. I'm disappointed not to have a "further update" yet as suggested by AB in said blog. Hopefully there's still time for one prior to notice of results on Monday. Fingers crossed.

"In addition to a containerised H-PowerTM fuel cell system, ACCIONA will be supplied with a Battery Energy Storage System (BESS) and ammonia cracker. The tests will take place in the first quarter of 2021 subject to changes in Government guidance on COVID-19".

From the June RNS announcing the Acciona collaboration. I would love to hear how AFC will crack ammonia for this imminent deployment. Once we see their chosen system up and running I think enthusiasm will abound amongst would be customers. This could be a game changer as the market to replace diesel generators is often referred to by AB as one of our main focuses and huge. If we can get in there in a meaningful way, the sky's the limit. Knowing how we're progressing towards this deployment would be most welcome.

"Following in-depth technical discussions with Forschungszentrum Jülich, AFC Energy has been working with Jülich to engineer a bespoke, 100kWe H-PowerTM fuel cell system designed to meet a number of predefined operational specifications for the LLEC located in Germany".

From the RNS of 1st September announcing the contract win with Juhlich. I just feel that as it was engineered prior to the announcement it should be nearing readiness or at least be under construction. I suppose it would be good for confidence to hear that all is on track for delivery in Q3. That's all. I think AFCs involvement in this is fantastic as using our cells in mini grids could be big business. I like the concept of lots of mini grids for decentralised energy production. Might have prevented the recent meltdown in Texas.

Whilst EE involvement is great and it will showcase the tech to millions and I'm sure drum up business as a result, we need some news on Julich, AlkaMem and Acciona to demonstrate that momentum is being maintained. I have a feeling we'll hear something tomorrow or Thursday. Hope so.

We'll need to see firm progress from our ABB connection for 100p I think but if you believe AB it shouldn't be too long for news on that front.

Wow. Plug down 20% now. The sector is clearly in the doghouse but I'm sure sentiment will soon change positively again quickly. Good time for a top up?

Looks like Plug, FC etc. Continuing the slide from yesterday, stateside. All opened down double digits. I guess this is the reason for our fall.

Not many trades. Are the MMs short of shares? They'll have to raise the price to replenish their stock.

These games are hard to take. Up, down, up down. We need that TR1.

https://oilprice.com/Alternative-Energy/Fuel-Cells/The-Texas-Cold-Blast-Was-A-Warning-To-Hydrogen-Investors.amp.html
Looks like there could be more need for Hydrogen not less following the Texas debacle. Think this drop is a temporary blip!

PPS, ITM, CWR, all bombing. It's a sector crash. Unfortunately AFC never got to enjoy the £billion plus MC, so seems a bit unfair that it gets dragged down to the same degree. Maybe the market is moving to a more realistic valuation for these shares based on fundamentals. Hopefully this will reverse with investors jumping in at lower levels. We could do with some good news to stop the rot and encourage more buyers.

Don't understand why GDR's MC is so comparatively low, particularly as it's been confirmed just 2 days ago that BC will be selling GDR's covid testing kits into the USA. Surely that's a massively positive endorsement of GDR and its future profitability. SP and MC should be much higher.

Maybe Schroders are done although I see PPS up over 9%. Hopefully FCs back in favour. Looks like it.

Seems rather arrogant to me that humans think it's alright to cover large swathes of land and sea with ugly probably not very carbon neutral (manufacturing and maintenance) windmills and to the detriment of other species particularly birds. I prefer the green hydrogen approach. Much more sustainable.

I think green shares have been dragged down by the Texas debacle i.e. the realisation that windmills are not the answer as they are affected by weather too much. Seems unfair on AFC though as our FC can operate in any climate as will be demonstrated at the EE races to take place in the hot, arid desert, freezing arctic and hot, humid rainforest. I think this ability to operate under all weather conditions will be a huge marketing advantage particularly in light of recent events in Texas.