Member Info for haggismchaggis1

Price dropped by the huge UT trade, for the second day in a row. Slightly annoying, but not bothered, as I' confident a peace deal will be struck, possibly this weekend but if not this weekend then not much longer, maybe within 10 days max.

121.0p
6,495,266 Shares
Uncrossing Trade

hicon,

Yes, CAT could become another Strategic Investor in AFC, integrating AFC systems into it's offerings.

If the MENA region pans out nicely, Dutco could take over full assembly of AFC systems in that region, instead of just doing the BoP. That would free up a nice chunk of manufacturing space at the AFC facility.

50's 60's 70's 80's and more too. It's going to be like a local radio station playlist!!

:-D :-D :-D

As far as multi unit orders go, one company that could place a huge order for delivery over time is Altaaqa.

We know Altaaqa want to ditch Diesel Gensets and be 100% green, the deal with them would also be as a partner and distributor rather than just a client.

Ordering 100 or 200 systems over the next 2-3 years is quite possible in their case, and could come at the same time as signing their distributor agreement.

As a partner / distributor they would have been one of the first in line to see and test the S Series, along with ABB and a few others, so they are right at the leading edge of AFC developments and progress, getting a lot of inside info that we are not privy to.

Altaaqa will have also spent the past 11.5 months speaking to their clients to see which one's would want AFC systems and calculate how many they would expect to provide over the next few years, how many this year, next year, etc, and the MW's of output.
RNS 01/04/2021
"AFC Energy Agrees MOU To Advance Exclusive Saudi Distributorship with Altaaqa Alternative Solutions"
"The MoU forms the basis of a long term-partnership which will cover the region, with the aim of gaining market leadership for reliable and safe, "hydrogen-to-power" solutions for various industry segments and applications."

RNS 09/03/2022
"Key amongst our partners announced in the temporary power and construction industry are Altaaqa Alternative Solutions ("Altaaqa"), one of the world's largest distributors of diesel generators based out of Saudi Arabia, and MACE, one of the UK's leading construction contractors. We are progressing well on discussions with Altaaqa for a dealership agreement across the Saudi and MENA regions based on their strong focus on transitioning away from fossil fuels in remote power. Altaaqa's current market leading multi gigawatt fossil-based power generator business across Saudi Arabia and surrounding regions fits very well with our aspirations for targeting the Gulf region for fuel cell deployment."

I don't see the deleting from the index as having any effect on Monday. As said, any fund holding the stock, if it's fund policy meant it could no longer hold the stock, it would already have sold those shares, or moved them to a different fund where they were acceptable to that funds' policy.

The deletion is only being done to reduce index volatility, it is not because POLY stock has anything bad about it, other than the high volatility its had since the Russian invasion, and likely just as high if a peace deal is signed in the next few days.

Another con man trying to talk the price down so he can load up before the weekend peace talks. Disingenuous at best.

Clueless.

downbutnotout

When (not if) the peace deal is signed, this will rocket. I bought in a week ago based on a peace deal happening soon, so I am WAY AHEAD of the curve, and if you sold yesterday on this news then you are way behind the curve.

downbutnotout

When (not if) the peace deal is signed, this will rocket. I bought in a week ago based on a peace deal happening soon, so I am WAY AHEAD of the curve, and if you sold yesterday on this news then you are way behind the curve.

I don't see the deleting from the index as having any effect on Monday. As said, any fund holding the stock, if it's fund policy meant it could no longer hold the stock, it would already have sold those shares, or moved them to a different fund where they were acceptable to that funds' policy.

The deletion is only being done to reduce index volatility, it is not because POLY stock has anything bad about it, other than the high volatility its had since the Russian invasion, and likely just as high if a peace deal is signed in the next few days.

Double post not intended, mouse playing up!!

Ukraine, Russia may agree on peace deal within week and half: Ukrainian presidential advisor

Ukrainian Presidential Adviser Mykhailo Podolyak said on Thursday it would take between a few days and a week and a half for Ukraine and Russia to reach a peace agreement, the Ukrainian online media outlet Liga.net reported.

Kiev wants to fix in detail a specific plan for the withdrawal of Russian troops from Ukraine in the peace deal, said Podolyak, who is also a member of the Ukrainian delegation to the peace talks with Russia.

If the agreement is inked, it would allow Ukraine and Russia to end the acute phase of the conflict, he added.

On Wednesday, Podolyak said that Ukrainian President Volodymyr Zelensky may hold talks with his Russian counterpart Vladimir Putin in the coming days.

https://www.shine.cn/news/world/2203183242/

Ukraine, Russia may agree on peace deal within week and half: Ukrainian presidential advisor

Ukrainian Presidential Adviser Mykhailo Podolyak said on Thursday it would take between a few days and a week and a half for Ukraine and Russia to reach a peace agreement, the Ukrainian online media outlet Liga.net reported.

Kiev wants to fix in detail a specific plan for the withdrawal of Russian troops from Ukraine in the peace deal, said Podolyak, who is also a member of the Ukrainian delegation to the peace talks with Russia.

If the agreement is inked, it would allow Ukraine and Russia to end the acute phase of the conflict, he added.

On Wednesday, Podolyak said that Ukrainian President Volodymyr Zelensky may hold talks with his Russian counterpart Vladimir Putin in the coming days.

https://www.shine.cn/news/world/2203183242/

If you share the video from Supetarska on social media you get a picture of the AFC system!!!

Thanks Supetarska!

As per the video, Porsche are an ABB client.

The Porsche Taycan EV charging is 800v with 262kW DC charging capability. The 911 is likely to be the same or possibly higher, same with other models apart from the low end one's. So one hub with say 10 chargers would need at least 2.62MW. That is a lot, so I see some potential for Porsche to use ABB Ammonia fed chargers in some locations.

"Porsche just accelerated its electrification strategy.
On Friday, Porsche CEO Oliver Blume confirmed the automaker's going to build a charging network for its customers along with the automaker's third electric car, and a hybrid 911. It also boosted its sales targets.
Blume said Porsche will create its own charging network that will be for Porsche owners and customers. The automaker plans to still invest and support existing infrastructure developments, but acknowledges the demand for charging stations.
While it's too early to discuss speeds or the number of stations, Blume did confirm the first station will open in the beginning of 2023 with a buildout thereafter."

https://www.greencarreports.com/news/1135350_ceo-porsche-plans-to-build-charging-network-718-sports-car-going-electric

Thanks MrA!

I can't see how this could be scaled up to MW let alone GW capacity or cheaply.

Think about how it works.

Have you seen how slowly capillary action works? IMVHO at large scale it will be too slow to produce the high volumes of H2 they are talking about. The way round that would be to make loads of smaller modules and plug them together (so the water does not have so far to travel upwards) but then you are looking at much higher cost, as each module needs to be encased and have it's own H2 safe connections. Even then, capillary action is way slower than having a pot full of water and putting high power through it, so it would need A LOT of modules and take up way more space than traditional Electrolysis technology.

I can't see how this could be scaled up to MW let alone GW capacity or cheaply.

Think about how it works.

Have you seen how slowly capillary action works? IMVHO at large scale it will be too slow to produce the high volumes of H2 they are talking about. The way round that would be to make loads of smaller modules and plug them together (so the water does not have so far to travel upwards) but then you are looking at much higher cost, as each module needs to be encased and have it's own H2 safe connections. Even then, capillary action is way slower than having a pot full of water and putting high power through it, so it would need A LOT of modules and take up way more space than traditional Electrolysis technology.

"The lawmaker in charge of drafting the European Parliament’s position on the EU’s recast renewable energy directive is pushing to include a 10% target for “low-carbon hydrogen” as part of efforts to kick-start the EU market."

https://www.euractiv.com/section/energy-environment/news/key-lawmaker-pushes-10-low-carbon-hydrogen-target-in-eu-renewables-law/