Member Info for haggismchaggis1

AFC's Market Cap and it's value are very disconnected, because AFC have not had the IP valued by an authority on the subject. If the IP were valued, IMVHO the market Cap would have to quadruple immediately, Alkamem on it's own is worth A LOT of money, far more than the current Market Cap.

Market Cap is only what the market (all types of investors that have bought the shares) deems as fair or discounted value based on their or someone else's future expected Market Cap of the company. For example, a PI might view AFC's Market Cap as discounted when viewed against the Market Cap of peers (such as CWR, ITM, PPS, BE, FCEL, BLDP and PLUG). PI's and ii's may look at the broker target of 186p per share (which implies a Market Cap of multiples of today's) and deem the stock discounted. Some may look at the balance sheet whilst others may not, some may take it into account whilst others will only be interested in whether AFC will need to raise any cash in the short term (which it clearly does not need to).

Electric motorcycle for military use: Paratroopers are testing the Sur-Ron Light Bee X

According to various reports, the British as well as the Australian Army have both begun equipping some of their members with the Sur-Ron Light Bee X

The military version of this electric off-road motorcycle weighs just 103 pounds excluding the battery, but it still manages to deliver 8 horsepower and can reach a top speed of 45 miles per hour. The projected range of up to 60 miles should also be sufficient for many military use cases, and despite its low weight, the Sur-Ron Light Bee X can carry a load of up to 220 pounds.

Understandably, sustainability is not exactly paramount to these electric motorcycle trials. But for paratroopers of the UK's 16 Air Assault Brigade, the low weight of the Sur-Ron Light Bee X appears to be an immense advantage when airdropping from airplanes and helicopters, while the completely silent idling also makes the electric off-road motorcycle tactically superior for reconnaissance missions.

https://www.notebookcheck.net/Electric-motorcycle-for-military-use-Paratroopers-are-testing-the-Sur-Ron-Light-Bee-X.589182.0.html

So, after years of lying to the public about EV's, of making bullsh** claims about their sh** hybrids being "self charging" (breaks the laws of physics, still uses fossil fuels to move the vehicles so that the battery pack can charge up, it's a hybrid, nothing more), claiming that Hydrogen cars were the only way to go, Toyota finally admit they were 100% wrong, and now have to play last minute catch up with all the other car mass manufacturers LOL!!

"Toyota is spending $35 billion on electric cars to close gap on rivals"

"The automaker currently sells just a few thousand battery electric vehicles each year. But it now plans to roll out as many as 30 new models by 2030, with the aim of selling 3.5 million such vehicles per year by 2030, Toyota President Akio Toyoda said at a press briefing in Tokyo.
That would be over a third of the company's sales last fiscal year, which totaled roughly 9 million vehicles worldwide."

https://edition.cnn.com/2021/12/14/business/toyota-electric-vehicles-lg-batteries-intl-hnk/index.html

m3,

Agreed!

Thinking about ExE using Hydrogen to fuel it's entire operation, that could be a fair amount of power, which using the current method would require a lot more Solar and tanks of water. This may not be as practical as using Methanol and/or Ammonia. Using the HFC would quickly reduce the size and weight of the FC, water used for electrolysis can be replaced by Methanol, no need to carry solar panels so another weight reduction there that releases some more space on the St Helena, and less to transport to site.

Scarpa,

Well said!!

Nice find Johnny!

I did say in a previous post "don't underestimate the value of Alejandro Agag to AFC" and Formula E is an obvious part of that, as AA knows all about the AFC Fuel Cells. I'm sure he's already been brought up to date on the HFC and S Series too.

The AFC solution fits in very well for Formula E between the current setup and changing to cars with onboard Hydrogen Fuel Cells in the future. Switching to AFC Hydrogen power generation allows a stepped transition, where Formula E gets a few years experience of handling Hydrogen and it's logistics before any HFC cars appear on the track. They could go for Ammonia or Methanol too, so they can study all the options and see which work best for them.

Moving averages mean far more to investors of ANY stock than the difference in price starting from 1 January.

I could do charts that show AFC is well up on many points in time, especially on 29 September 2020 when the price was just 17.5p, but just like picking 1 January it is worthless information to investors, just something for the press to quote on 1 January because it is a simple number to pick and requires just a few seconds of a journalists time.

Moving averages on AFC have correctly predicted Golden Cross and Death Cross several times over the past 12 years, movements which are accompanied by big swings in the share price. Other patterns have also been correctly predicted. You must be blind to have missed these, as enough people posted about them when they happened.

Moving averages are used by traders, fund managers, hedge fund managers, and other ii's to help pick entry and exit points, including on AFC. Saying "they mean sod all to AFC" is preposterous.

I wonder if the army truck was charging up from the AFC system.

#realworldtesting

Looking at year end stats is a baseless and pointless waste of investors time. Anyone with access to a computer, laptop, tablet or smartphone can get a chart on screen that shows which direction the stock has gone from any point in time, they can see that EVERY stock has gone up AND down continually, they can see that 1 January 2021 has no more relevance that ANY OTHER DAY they could pick to start the chart from.

What is important is:
The moving averages 50 and 200 (that indicate if a stock is moving up regardless of short term volatility)
The long term trend (that indicate if a stock is moving up regardless of short term volatility)
The expected news flow (that will drive the share price up)
The expected revenues (that will drive the share price up)

Extreme E behind the scenes. Very interesting video to watch all the way through, but if you're lazy then skip to 16m 34s on the timeline.

https://insideevs.com/news/556861/extreme-e/

Correction! DOH!

This could create a lot of sales all the way through H1 2022

Kev,

Absolutely!

We had 50+ qualified sales leads.

We also likely had hundreds of unqualified sales leads, unqualified because they maybe didn't have the space for the L Series, or didn't fit the criteria AFC had for early adopters, so they were on the shelf waiting for the S Series.

In January the HFC will be available for deployment, on lease.

This opens up the option for not only the 50+ qualified sales leads to take HFC systems on lease, so they can get their net zero ambitions moving, but AFC will have reviewed the hundreds of unqualified sales leads to see if the HFC system suits their requirements as well, turning many into qualified sales leads for HFC systems.

This could create a lot of sales all the way through H1 2023.

Kev,

Absolutely!

We had 50+ qualified sales leads.

We also likely had hundreds of unqualified sales leads, unqualified because they maybe didn't have the space for the L Series, or didn't fit the criteria AFC had for early adopters, so they were on the shelf waiting for the S Series.

In January the HFC will be available for deployment, on lease.

This opens up the option for not only the 50+ qualified sales leads to take HFC systems on lease, so they can get their net zero ambitions moving, but AFC will have reviewed the hundreds of unqualified sales leads to see if the HFC system suits their requirements as well, turning many into qualified sales leads for HFC systems.

This could create a lot of sales all the way through H1 2023.

My post from 4 days ago copied below.

A new Norway shipping group have gone for burning Ammonia and then using scrubbers to clean up the exhaust. This will be way more CAPEX, OPEX and maintenance than the AFC solution. What is great though, is that being in that industry and being in Norway, they will have seen the news of our ZeroCoaster project, so they have likely already realised the error of their ways.

Ammonia-Powered Short Sea Shipping Project Awarded Norwegian Funding

Norway-based Viridis Bulk Carriers and its partners have been awarded funding to help develop ammonia-powered short sea ships for the European sector.

https://gcaptain.com/ammonia-powered-short-sea-shipping-project-awarded-norwegian-funding/

https://www.viridisbulkcarriers.no/technology

Klunk,

I think most people understand what the word 'collaboration' means, and it's clear that AFC have stated that it is a 'collaboration', so I think it's far more likely that I am right than wrong, not 50/50.

Klunk,

I didn't miss it, Google Search did.

They are indeed calling us 'Hydrogen Partner', but I still can't see anything pointing to us buying solar panel, electrolyser, or battery storage.

I see AFC as project manager for the Hydrogen solution, where they design it and locate the parts, then ExE pay each supplier separately for their part of the system, and ExE hold the guarantees and maintenance contracts from each supplier (AFC do not). This is what I get from AFC stating it is "a collaboration with Extreme E". Happy to be proven otherwise, as always!

Ditching fossil fuels and replacing them with renewable power globally would save nearly £20 trillion in energy costs in the coming decades, a landmark report has found.

Oxford University researchers have produced a major study which overturns the common thinking that decarbonising the global economy will be hugely expensive.

They argue a swift and dramatic shift to green energy would be saving ‘hundreds of billions a year’ within a decade and estimate that by around 2080 it would have saved a total of at least $26 trillion in energy costs.

https://inews.co.uk/news/environment/world-could-save-20-trillion-on-energy-costs-switching-green-power-1253843

https://www.inet.ox.ac.uk/files/energy_transition_paper-INET-working-paper.pdf

Klunk,

Can you show me somewhere that it states AFC are the "official Hydrogen supply partner"?

AFC say "a collaboration with Extreme E to supply zero emission, hydrogen fuelled, off-grid power", so they are supplying the power, it says nothing about supplying the Hydrogen. The Key Facts of the system design do not include anything in the way of Hydrogen supply either. MSP supply the Batteries, but I don't see any financial connection between AFC and MSP either, all they say is the batteries will "support AFC's FC deployment", 'support' does not suggest AFC are paying MSP for it.

https://www.afcenergy.com/extreme-e/

Klunk,

Can you show me somewhere that it states AFC are the "official Hydrogen supply partner"?

AFC say "a collaboration with Extreme E to supply zero emission, hydrogen fuelled, off-grid power", so they are supplying the power, it says nothing about supplying the Hydrogen. The Key Facts of the system design do not include anything in the way of Hydrogen supply either. MSP supply the Batteries, but I don't see any financial connection between AFC and MSP either, all they say is the batteries will "support AFC's FC deployment", 'support' does not suggest AFC are paying MSP for it.

https://www.afcenergy.com/extreme-e/

They probably didn't mention AFC because ExE have the contract with them, not AFC?

An analogy would be Continental Tyres saying how great the Brembo brakes were, which is unlikely to happen as they both supply parts for the car, but do not do it in partnership or one through the other.