Member Info for haggismchaggis1

Also think, who definitely has the money to pay people to do this kind of thing if they have a vendetta.

I'd call today's news a massive step, as it is the final step prior to a mass order from Acciona and likely others in the construction industry.

"targets a significant proportion of the existing diesel generator fleet"

"is in a "sweet spot" for mass deployment."

"is a step towards displacing ACCIONA's incumbent internal fleet of 30 - 80 kVA diesel generators"

"significant cost reductions on a per kW basis versus the first H-Power Tower"

"we are confident the Company's new 50kVA generator set will have wide reaching adoption across the construction industry."

"The system's modularity, scalability and compactness make this an ideal platform to displace diesel generators from our construction sites in the near term"

There's one thing that links those events together. Have a think.

BG,

Absolutely!!

All it takes is one very simple chart to show that Crusty is wrong yet again.

https://ibb.co/M2LRnh1

As can be seen by even a novice investor, the share price has been steadily rising for TWO YEARS!!

How could he have missed this? Quite simply he didn't, he just continues to try and talk down a stock he claims to hold, thinking everyone will just take his word for it and be fooled.

No doubt he also traded it on the 3 major peaks and troughs (visible on the chart) as well, because he's one of those he refers to as "when price rises, sellers are fairly quick to cash in".

DoN,

That would be useful, but as you say long term. It's anyone's guess how long term csoMSAR is, or how fast QED would want to make it commercial.

csoMSAR would be a really disruptive technology, offering something way cleaner than LNG in emissions and overall environmental footprint, even before you account for LNG Methane Slip.

It is something that sounds like it would significantly exceed all IMO, regional and local emissions regulations.

That translates to a fuel that all shipping companies would be knocking the door down to get to.

Then add the potential for use in power, and possibly in Diesel Gensets, Lorries, other, and then you have major oil companies knocking the door down to buy the company.

So QED might actually want to get csoMSAR proven up really quickly. Not so quickly that it makes MSAR and bioMSAR stop in their tracks though, hence the "it's only a pathway" advice.

MSAR and bioMSAR could be going into commercial use in Marine next year if there's no hiccups with the LONO's. So QED will be raking in cash and can afford to spend on getting csoMSAR perfected. Come 2025 maybe csoMSAR could be ready for PoC and LONO. Will the powers that be still require LONO at that point, or could they just drop the fuel into a vessel that's been running on bioMSAR for a year or more? I'd hav thought drop in and go.

The Vertoro project is targeting a zero-emission fuel by 2030. The LinkeIn post says:

"we have developed a sustainable, low-cost, and scaleable pathway"

So they are not giving anything away on csoMSAR being available anytime soon, just 'a pathway'.

The pathway from a QFI perspective is no doubt to get LONO on bioMSAR and MSAR, get those into production and supply with MSC in parallel to the work on csoMSAR, then once csoMSAR is ready to go, get LONO on it with MSC.

As it's 'just another' version of MSAR/bioMSAR it should be a drop-in replacement for it, just as bioMSAR is a drop in replacement for MSAR.

QFI then offers seamless transitions from MSAR to bioMSAR to csoMSAR, so clients can take any of them once the LONO's are in place, and if taking the first two they can easily upgrade later as more production of the lower or zero CO2 versions increase.

QFI has never been in a better position to become a significant supplier of widely used shipping fuels.

Last we knew Bronte had reduced their short to 0.48%. That is 3.57m shares. We have no idea if they closed any more of the short or just wanted to hide it from view, below the 0.5% for reporting requirements.

Basher activity definitely went up a couple of gears over the past two weeks, with new bashers arriving like the con man Sponge for example, and a few others. Masses of basher posts appearing with scaremongering thread titles, libellous claims, disinformation, lies and personal attacks.

So maybe that was the last paid basher push for Bronte to close out the last 3m shares of it's short, and that was the 3m trade today?

Piedmont made an announcement today for two of their projects in Canada. Have a read of it and note the grades they are working to, and that their DFS is now looking more at current Lithium prices instead of long term prices, and that they are looking at increasing throughput for the first 4 years (due obviously to the huge expected demand for Lithium during this time).

If you read that across to BHL even a novice investor should notice how undervalued BHL is, and the recent rise in not even close to where BHL Market Cap should be (currently a miserly £24m).

https://www.businesswire.com/news/home/20230418005450/en/Piedmont-Lithium-Partner-Sayona-Announces-Positive-NAL-DFS-and-Increased-Resource-at-Moblan

BB3,

Oh, I'm sure the bashing of AFC, insults and libel against AB will continue even when AFC is £'s per share, as that one and his gang have a deeper hatred of AFC and AB than makes any sense from an investing perspective, in other words it is a personal vendetta.

swest,

Absolutely! Up to 33.8p from an intraday low of 19.84p on 8 March is up 70.36% from the bottom.

And the long term trend is still offering upside to 60p.

Nothing goes up in a straight line, and some consolidation is always a good thing on the way up, as it builds new floors under the price.

I've looked at those DMFC's before. They are small, made for remote monitoring stations and small devices.

https://www.sfc.com/en/technology/direct-methanol/

If you read through that, note that not only do you need a supply of Methanol delivered, you also will need a supply of water. And as it's a Fuel Cell with sensitive Catalysts, the water will have to be pure distilled and/or deionised, which isn't cheap. And it has CO2 emissions albeit low because it's a small device. Green Methanol would obviously nullify the emissions, but not a lot they can do when it comes to the water cost or logistics of delivering distilled or deionised water to sites in any significant amount, which probably explains a lot about the small size of their DMFC offerings.

And from todays article it's clear that they NEED to cut costs to sell these DMFC's in worthwhile numbers, hence why Johnson Matthey have sold them the Patents, because without them and the ability to make stuff in-house at SFC, the DMFC is going nowhere due to the costs.

"Thus, SFC Energy expands its core competencies by adding DMFC membrane technology and will be able to produce the essential fuel cell components itself in the future. In this way, SFC Energy secures a stable supply chain and significantly increases the value-added share for methanol fuel cells by integrating component production. SFC Energy will thus also take over the upcoming developments of the DMFC MEA to make processes more efficient and to implement material savings and cost efficiencies."

I wouldn't get too excited about that news, it's not affecting AFC in any way.

I have posted before that I believe AEX are working on a DMFC version of the S Series, as AB said in one interview that an Ammonia Cracker would be used, but he then said "maybe we can get rid of that at some point" which I took to mean DMFC rather than integration of a Cracker, because if you integrate it you have not got rid of it, the only way to get rid of it is to go DMFC.

PI's held 11% of UK stocks in 2013, now, according to this news item from July 2022:

"Individual shareholders are significant players in the UK stock market: in 2020 they owned around 15 per cent of shares in the main market and nearer 25 per cent of Aim, according to figures compiled by the private investors’ association ShareSoc"

https://www.investorschronicle.co.uk/ideas/2022/07/28/is-there-hope-in-the-investor-engagement-challenge/

So as I said, there's a lot more PI money in the market now that there was back then. And as stated above "Individual shareholders are significant players in the UK stock market". They can easily make this or any other small cap stock boom if they like it enough.

Never underestimate the buying power of PI's.

The following numbers just demonstrate how some are either seriously underestimating the buying power of PI's, or trying to fool people into thinking that the AEX share price won't boom on the back of PI buying only and that they'll have to wait until next year for ii's to buy before they can make money here, basically trying to put them off buying this stock. And before the usual suspects say it's old news, there's more PI money in the market now than there was then.

"Capita Registrars’ Private Investor Watch shows private investors added a net £2.3 billion to their UK equity holdings over the six months to the end of May."

"The total of shareholdings by private investors came to £222.2 billion by the end of May, equivalent to 11% of UK shares by value."

https://www.privatebankerinternational.com/news/uk-private-investors-lose-115bn-at-beginning-of-june-210613/

That is 4,444 times the entire value of AEX stock. Obviously with the Eclipse big holding there is only £36.19m worth of stock available in the market. So PI's could buy all of the available AEX stock 6,140 times over.

Clearly they would not need to buy anywhere near that amount of stock for the price to rocket, and they could easily afford it.

Never underestimate the buying power of PI's.

Jacktrade,

I'll be sure to post the £50m+ one's that are way too risky for ii's when they pop as well.

Klunk,

Great suggestion, it's a huge show!

As the S+ 100kW was at IAV in Germany, maybe it will be at the show for everyone to see.

Also, NSF, up 52.9% in the last half hour. Again a tiny MCap that ii's wouldn't go near at less than £1m pre rise and £1.88m at the close. So again PI's making a stock fly, and again on no news.

Correction, it's MCap at the open was only £1.31m.

Look at AMGO today. No news, up 245.4%. It's MCap is still only £4.52m so no way is any of the buying ii's as the MCap is way too low for them to go anywhere near it. In fact the MCap wa only £1.84m at the open today.

PI's pushed that stock up 245.2% in 4.5 hours (rise only started at midday) . So when people come on here telling you that this stock will only go up a lot when ii's get buying, you know they are just trying to talk the price down, and that their claim is baseless.

Hmmmm, interesting indeed.

Will certainly be interesting if they are able to move as fast as they claim and be first, bearing in mind how long it's taken PHE.

If you look at the chart it's actually 4 steps forward and 1 step back. Price rise from 27p to 36p then back to 34p.