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Exclusive: AFC Energy CEO explains the benefits of ammonia to hydrogen cracker technology

By Edward Laity on Apr 11, 2023

https://www.h2-view.com/story/exclusive-afc-energy-ceo-explains-the-benefits-of-ammonia-to-hydrogen-cracker-technology/

About time we updated ourselves on the progress of Urban-Air Port, as they are still progressing in the background. Also, there's now a few more similar companies that could utilise our Fuel Cell systems in the same way.

RECIPROCITY WORKSHOP - FROM LEARNING TO REPLICATING: INNOVATIVE URBAN AIR MOBILITY SOLUTIONS
Wednesday 19 April 2023 - 1:30pm
Featuring Urban-Air Port
Online event (looks like we can just connect and watch it at the time)
https://errin.eu/events/reciprocity-workshop-learning-replicating-innovative-urban-air-mobility-solutions

Urban-Air Port is working towards delivering one of its vertiports in North America by the end of the year. Wu confirms that this will be “inaugurated as a proof of concept but then be utilised as a proper testing facility”.
https://www.raconteur.net/design-innovation/can-urban-air-mobility-get-off-the-ground/

UK Research and Innovation, Urban-Air Port Case Study Video
https://vimeo.com/598845010/5e493e6ba0

Future Flight Challenge, multi-year UK Gov't funded projects
https://www.ukri.org/what-we-offer/browse-our-areas-of-investment-and-support/future-flight/

And a link from there to here, where you should read the newsletters
https://iuk.ktn-uk.org/transport/future-flight/

Both short and long term trends looking good, still rolling along, with a lot more upside potential (27p would be +31% to hit the top of the long term trend line) for short term buyers, vs bog all downside due to the strong support at these intraday levels (contrary to what the deluded will undoubtedly say with their baseless prices plucked from the air, and no chart posted because the chart does not back up their false claims).

https://ibb.co/61bQ4mX

My suspicions continue as to why IAV, a giant automotive middleman between suppliers and transport OEM's was testing the S+ Series, and why AFC decided to mention that in RNS. ABB could have tested the S+ at their state of the art factory in Italy, there was definitely no need to involve IAV in the validation, exposing the technology to third party risks.

From the latest ABB news item I posted a few minutes ago:

"We are a partner of choice for the world's biggest EV OEMs"

So ABB are partner of choice of the worlds biggest EV OEM's, and IAV do evaluations and testing for the world's biggest EV OEM's. Well there is a big link right there.

I suspect the mention of IAV by AFC in the RNS was more of a heads-up to us rather than any need to mention them (they had no need to mention IAV, all they had to say was that ABB were happy with the testing). I also suspect the world's biggest EV OEM's got a good look at the S+ alongside the ABB representatives that witnessed the testing.

Great news for ABB getting more sales of systems in the USA. Bring on the 200kW AFC+ABB off-grid systems, they will need plenty of them.

https://www.prnewswire.com/news-releases/abb-e-mobility-earns-epas-energy-star-certification-for-dc-fast-chargers-301792265.html

Maybe a few averaging up over there, with the Ruvuma revenues not far on the horizon.

Maybe delayed big buying to be reported, as I can't see all the loose stock being just the circa 17m reported so far, when there's 1.75bn shares in issue. Unless the MM's have just run out of "cheap" stock and won't release any more until the price rises to the level where they are making a profit on the next chunk of stock.

Ah, I see LOL!

Maybe Matthew Jones topping up?

11.5% up, to 1.45p.

Last buy at 1.4815p.

That's a nice big chunk Mr Confident! :-)

DoN,

All good points, thanks!

Latour,

So you are either lying or clueless.

Those broker targets have been restated by the brokers very recently, so they are not out of date or ancient, they are CURRENT and VALID.

And you should know that the only way the brokers are going to revise their target on AFC is UPWARDS, because the existing DFC's are pretty much based on Power Tower sales. They do not include much in the way of S Series sales, or Ammonia Cracker sales, and no Alkamem sales.

This site is currently running a Survey. This is an anonymous survey (the URL is in no way linked to your account). Take the time to fill it out, as there is a section at the end where you can put in what you think of the site and what could be improved.

I told them in no uncertain terms that they need to clean up their discussion boards, because there are people posting misinformation and lies about listed companies multiple times per day, as attempted market manipulation. I told them to read this specific board as an example, to see the large number of con men on here trying to distort the picture and value of this company. I told them that most had moved from here to a private Telegram group to get away from the con men and their attempted market abuse on here. I told them that this move to Telegram groups was spreading across their site as more and more companies are attacked, and it's about time they took serious action to deal with it.

You can say what you think if you take the time to complete the survey. The more feedback they get, the more chance there is of them fixing these discussion boards.

The link is in the banner below the login fields on
https://www.lse.co.uk/share-prices/

Or this is the direct link
https://www.surveymonkey.co.uk/r/PJVLY9Q

Tropical cyclone forming off WA coast the ‘strongest system in 10 years’

A tropical low gathering pace off Western Australia’s north-west is predicted to cross the coast as the strongest cyclone seen in the region for 10 years.

The Bureau of Meteorology warned on Monday there was a “high chance” Tropical Cyclone Ilsa would reach severe intensity before crossing the coast late on Thursday.

https://www.watoday.com.au/national/western-australia/widespread-damage-expected-as-tropical-cyclone-isla-strengthens-off-wa-coast-20230410-p5cz9p.html

DoN,

The idea came from me, as I was thinking they'd want to get the PoC underway as soon as the vessel leaves dry dock, and it's not a huge amount of fuel to ship there. I was thinking that having just had the vessel cleaned up and had the engine insides thoroughly inspected, that if the PoC started straight away they would know the baseline from which they were testing our fuels against.

If they load our fuels in Rotterdam or somewhere else, then they'd have to do yet another engine inspection at that location.

Maybe my logistics and process efficiency mind is just working a lot better than theirs LOL!

"Peel Hunt is maintaining a buy rating and target price of 195p."

https://www.proactiveinvestors.co.uk/companies/news/1008596/afc-energy-getting-good-feedback-for-hydrogen-generator-says-peel-hunt-1008596.html

Zeus Capital
"We will review our long term valuation which was in excess of 180p per share post results."

https://shorturl.at/fMPS8

That is Peel Hunt at £1,468,350,000 valuation and Zeus Capital at a minimum of £1,323,000,000 valuation, which makes the current valuation of £150m DIRT CHEAP.

These valuations are real published FACT, not some fiction made up by a shorter to try and justify his short position.

Brokers do the research and DCF valuations to calculate a price for the stock, the do not pluck a price from the air and then posts baseless garbage and years old info to try and justify that price, that's what shorters do.

If you're going to slate someone by talking about "Invading another country, thousands of children disappearing, shelling civilians, war crimes", I'm not sure why anyone would add 'LOL' at that. Obviously the message doesn't come with any sincerity or empathy.

As the MSC Leandra is now in dry dock for 2-3 weeks(?), QED must be getting on with the PoC fuel production and getting delivery arranged.

"Each POC Trial is estimated to require 1,000 metric tons of fuel to confirm engine performance on the vessel."

That's not going to take long for QED to manufacture, the majority of time is in delivery to China, so would need to leave soon to be there in time for when the Leandra is ready to leave dry dock. Unless the Leandra goes to another Port out that way to load the QED fuels.

As the fuel should be delivered to the Port, I'm guessing it shouldn't need to go through Customs like the Morocco fuel did, which is a lot of hassle saved.

"Indeed, for Volkswagen Group, the Italian plans are part of an accumulated effort to build 45,000 ultra-rapid charge points worldwide; that’s 18,000 HPC points in Europe, 17,000 in China and 10,000 in the USA and Canada together with partners."

https://www.electrive.com/2022/12/13/volkswagen-enel-launch-hpc-joint-venture-ewiva-in-italy/

"The new limits would require as much as 67% of new vehicles sold in the U.S. by 2032 to be all-electric cars."

No way can USA rollout the amount of EV charging needed in that short time, other solutions will be needed such as off-grid power where the grid can't provide the required power or does not exist (like those long empty roads between cities and towns).

AFC+ABB have a very suitable solution that will be commercially available in 200kW modules in the very near term to solve the issues. ABB's huge USA clients such as Electrify America and EVgo will be targeting huge growth in USA as manufacturers are forced to deliver more and more EV's through the EPA regulations.

An interesting insight into ABB working with it's USA partners:
https://cleantechnica.com/2022/04/22/the-power-of-together-the-best-in-us-e-mobility-is-yet-to-come/