Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Speedy at the showman’s show….now that’s really interesting, as we know, travelling fairs use massive noisy static generators (basically because, for 2 days, it’s not worth arranging a spur off the grid) and surely what could be better than an array of fuel cells powering the fun. Just another example of a potential market hidden in plain sight.
People who call for AB’s head on a block should look at the history of Apple; Steve Jobs was sacked from his own company after delays in getting a ground breaking product to market in a saleable form, but look what happened when he came back….need I say more?
Garonne. Be careful what you wish for, it may just happen, and we could miss out on being in at the start of an iPhone moment…..
Garonne
The simple fact is that creating a low cost fuel cell simply isn't an easy thing top do, and the pathway to success was never going to be arrow straight, but was going to be subject to the odd twists and turns, and no doubt the odd blind alley, but let's not lose sign of the fact that all the while the company has been beavering away, just like the spider in the Robert Bruce story, they have been accruing a body of knowledge, which can only increase with each knock back. I am of the opinion that by know, they will have experienced the majority of problems they are likely to encounter, and accordingly now in a position to develop product with fat more certainty than in the previous "hit and hope" days.
Look at it on a holistic basis, they have identified a market, produced a product to meet that market, they have identified a problem in delivering the necessary feed stock, and have now produced a work around for that, and furthermore, they appear to have brokered a deal which means that can hit the ground running when actually offering the product.
I too was frustrated at the earlier hubris, and apparent inability to deliver, but my guess is that this time we could be just about ready to rumble....
Garonne
I’ll say it for him. You’re wrong. Alkamem is still on the cards and will prove revolutionary. The problem is that one of the key components of Alkamem is, I believe graphene, which is incredibly difficult to produce in the form needed, so as a stop gap, PEM is no doubt the way forward. Alkamem, when delivered will provide unparalleled charge density and longevity, so there you go, stick that in your pipe and smoke it, old chap..
Not taking the plunge. Look at posting history and you'll see that my residual holding had an average base cost of 22 pence. a little old £20K top up has reduced the average to around about 18.5 pence, so happy days. Remember, there's a difference between a disaffected existing shareholder who has been ground down by the continual lack of progress (DW is a case in point) and a Moaning Minnie (you know who you are!) who just has an axe to grind. I admit, I had got ground down and got to the point where I couldn't see the wood for the trees, but now I can see a clear pathway to commercial success, I see no reason to cast any doubt on what the company is doing at this point in time; hopefully, all of the future releases will be positive and transparent so we can all see where we are going.
here's signing off hopefully......
It's not a case of the worm turning, its a case of seeing something which inspires confidence. My problem has always been with the ability to firstly create the H2, and then get it into a transportable form, even before we look at the cell's ability to convert it into a meaningful supply of energy. The cracker's ability to produce 99.99 percent pure H2 goes a long way towards being able to have a relatively robust, cost effective cell that won't be reliant on precious metals which can run without the risk of material degradation (admittedly 99.99 percent will still lead to degradation, but at a far lower rate). All looking good from this side of the fence. had a chance to top up at these (what I now believe are) bargain prices........
This is only the start......the next product in development will no doubt be an electrolyser, which uses the same underlying principles as a fuel cell, and one we have that, we have a fully renewable fuel loop, which will be a world first, and set us up as a great example of how the wheels can be kept turning without destroying the planet....
Just join the dots folks. The company has been beavering away behind the scenes for a long while now, cultivating relationships with some pretty big hitters, the staff numbers have increased massively, and one needs to ask, what are they all doing? They can't all be doing R&D work, so they must surely be constructing something, and it logically follows that they must be constructing something saleable. There's a limit to the amount that they can stockpile, so we must surely be at the point where deployments on a scale not seen before must, in my opinion, be pretty imminent.
I was previously very scepitical about the product offering, simply because it wasn't in the form originally envisaged (namely an on demand supply) but now having come to terms with the fact that the limitations of the cell architecture mean that the quid pro quo for an affordable fuel cell is an element of trickle charge / battery requirement, I now see how the market ( without my preconceived prejudices) would see this as a great asset in the thrust towards net zero.
Big construction is seriously interested.....watch this space folks!
Peel Hunt have been very conservative in my view, thus things going to blow (and blow big) very soon. The portfolio of products in increasing, and the company has identified many potential new areas to develop into, so all looking good…..shorters beware, get out now or run the risk of losing your shirts!
Daz....What's wring with you? Can't you see that the staff are actually the engine that drive the business forward, and are the ones developing the products that are going to fly off the shelves, and accordingly need incentivisation? From my side of the fence, happy staff who can see jam tomorrow will be more productive, and if we make money by hanging on their coat tails, then all well and good.
I believe that we are now on the cusp of great things, and hockey stick ahoy!
To all you naysayers, I say review the situation, this is great news, it opens the door to so many avenues to income, and I suspect that there are many tings going on in the background that we don't know about; this is a pivotal moment.
Has anyone thought about domestic applications? I'm sure the company has, and this is key. A CHP would have the advantage of producing not only electricity but heat, and also water, so what could be better? Think about it, heat pumps aren't massively efficient, and are (generally) reliant on bought in electricity. Can you imagine the quantum leap forward of you could have a tank in the back garden, filled with ammonia that's then cracked into H2 that provides both electricity and heat? Do you not think that this is what the company has been working on?
My guess is that the next RNS will announce the development of the CHP to sit alongside the cracker, and at the point they have a working prototype, then the sky's the limit!
WoooHooo!
Now that’s what we’ve been waiting for!
Nothings gonna stop this thing now, it’s the last piece of the jigsaw. Obviously all of the new employees have been working on a stockpile of power towers ready for the Speedy JV, so I reckon that all of the time in the doldrums is now over, and the jam lorry is well and truly on the way!
Read the website.
The power tower isn't nameplated at 10KW, the website only says "up to 10KW" , which implies that the thing is unable to supply a sustained charge of 10KW without the use of the battery array....Show me where it's stated as being nameplated at 10KW......
Noj
I suspect that there is far more speculation on the rose tinted side of the fence....The fact that I am able to post things which the uber positive camp don't like because it doesn't support their narrative, which they have clearly been unable to debunk with hard evidence to the contrary shows the sad fact that everything the company says is shrouded with such ambiguity that the information can be interpreted in so many ways, that, until the acid test, neither side of the argument is right , and neither is wrong.
As for your comment on my "trickle charger" statement, again, you will be hard pressed to find any definitive evidence to support the argument that any of the units are capable of delivering and sustaining the nameplate instantaneous charge touted, so far from being a baseless bash, it is in fact another illustration of the smoke and mirrors approach that the company adopts.
Oh, and after I made my fortune with the planes, I fancied a change of career, so called into the job centre; I saw that they had a job as a farrier advertised, and thought it might be an interesting change, so enquired.....The person behind the desk asked if I had any experience in shoeing horses.....I had to say no, but did tell them that I once shoved a donkey out of the way....
B3
The difference is, I'm only answerable to myself, having reached what is effectively economic nirvana, so if I decide to waste a load of time lifting the veil of unbridled ill placed optimism, then it affects no one else a single jot. How about you? how does the time you waste on here defending the indefensible impact on the value you provide for your employers?
I'll let you into a secret, I my fortune by developing a new kind of ultra light model plane powered by an ultra efficient Li powered electric motor....it proved massively successful.......
In fact, they literally flew off the shelves.....