Member Info for Garonne

Maybe AB will surprise us with a positive update saying all is on track to use HiiROC as a purveyor of readily available H2 which we'll be using in our EV chargers to be supplied shortly at BP forecourts around the country. I guess I can dream. LOL.

What has happened to the link up with HiiROC, which purported to supply H2 cheaply using their plasma tech to split CH4 with only black carbon as a residue. It sounded really innovative and potentially a great source of H2 for our EV chargers but alas no mention of it since. I guess this is one of the issues I have with AB's approach i. e. we are given exciting updates offering real progress and then no follow up so we're left to assume it's been quietly dropped. This approach does not inspire investor confidence unfortunately.

It's crunch time for AB and the BOD. AB can't keep hinting and implying that great things might be just around the corner and hope that the SP will see a sustained rise on the back of it. The market has got wise to AB's modus operandus and will need a sale or at least an MOU before the SP can rise and stay there. Spin won't do it anymore.

How much longer will we have to wait for a sustainable rise in the SP? It's all getting very repetitive, up down, up down. Patience and intestinal fortitude definitely required to stick with this. I just wish AB would stop the talking and deliver so I can get a good night's sleep!

Surely the intellectual property value for AFC alone must be worth multiples of our current MC. Every time I look at ITM's value, I can't understand why we're languishing at such a low level in comparison. If our tech works and no reason to doubt that, then we should have a much higher MC in recognition of the huge potential at just the right time for the expected move away from fossil fuels to hydrogen. Maybe RA selling as many think he is is holding up SP progression. If so I wish he would desist!

Thought we might be blue this morning on the back of the large buys. Nothing is ever as it seems with AFC. Let's hope we get an uplift as the day progresses. Some news on AlkaMem would help!

I'm glad you agree they were most likely buys Agusta and thanks for your well argued critique of AFC's current position and future potential, which I found reassuring particularly as I bought some more this morning!

I hope the late reported large trades are indeed buys. If so it should raise a bit of hope that tomorrow's SP performance will be better than today's. You have to be good at second guessing as an AFC shareholder. Somebody mentioned tangible. I'd love some of that!

The market seems unimpressed by AFC's latest offering, mores the pity. I hope AB is not losing his touch for instigating a good SP rise. Talking about business that might come our way in 2 years time isn't going to do it anymore. We need confirmation that we have orders and soon if AFC is to retain any credibility.

If we do get to power ships and trains with our technology in 2 years time then I guess we'll be a huge global company with a MC in the billions. In the meantime wouldn't it be grand to be told of success in the here and now, like first sales of our EV chargers. Now that would really get the SP going. Come on AB.

It's getting breezy around here. I think there's a storm approaching!

I hope TP and AB keep the social media snippets coming lest we lose momentum with the SP. Or better still, a nice piece of news on progress with electrode longevity or Alkamem testing might keep punters interested until first sales.

https://www.bbc.co.uk/news/business-52814074

Keeping with the ITM analogy, I see both ITM and AFC are up around 10% on Tradegate, which for ITM is 100 million Euro! Roughly equal to our current MC. Surely with a fair wind and that elusive first contract we should be heading for similar territory.

I don't profess to be an expert on ITM's technology Heath but from previous observations the plant, which is enclosed and located about 15 metres adjacent to the forecourt, is quite extensive and includes a large metal cylinder which I can only surmise is a storage container for the electrolysed H2. It does look impressive but is clearly largely redundant as it doesn't look like the H2 pump is getting a lot of use so presumably would have capacity to supply some fuel cell powered EV chargers!

I regularly pass through Beaconsfield Services on the M40 and always look to see if anyone is refuelling at the H2 pump which is supplied by ITM's on site electrolyzer equipment. I've never seen anyone using it yet. So as the infrastructure to produce H2 is already there I would've thought using it to its full capacity e.g. to power fuel cell EV chargers as well would surely be cost effective. There is definitely a current need for EV charging much more so than replenishing fuel cell vehicles with H2.

I know Heath, I used to hold ITM. Big regret as they have really motored since back end of last year. 1.1 billion MC I think so proof that their technology is valid and relevant, which I believe ours is too. I think that sourcing hydrogen is one of our biggest short term problems as it doesn't look like the ammonia cracker equipment has been manufactured yet and the HiiROC option is still very much in development and as ITM can make hydrogen easily and currently why aren't we linking up. If it means approaching Shell too, then let's do it. I'm sure they'd be interested in being able to cater for all types of EVs at their forecourts some of which are in remote areas without infrastructure for quickly ramping up grid supply.

I've often wondered why we don't speak with ITM or them to us. After all they produce hydrogen which we need for our fuel cells. They're also going to be a big presence at Shell forecourts for fuel cell vehicle refuelling so why not have some of our EV chargers there as well being fed by ITM's electrolysers. Seems a no brainer to me.

athanasius I realised that after I'd posted it. I was hoping no-one would notice! Anyway I'd settle for the MW at the moment to prove the concept if nothing else.

I guess the problem is that in the past AFC have said things would happen that haven't e.g. producing 1MW of electrical power by 2020 (I know it's not over yet!) and so although SHs want to believe the positive comments from AB and TP there's that nagging doubt based on previous experience. I really hope this time it's different. I do believe in AFC and their marvellous products and feel that they could soon join ITM as a serious player in the fledgling hydrogen economy and hopefully with a comparable MC if all goes to plan.