Member Info for haggismchaggis1

Fixed URL

https://shorturl.at/nopwD

HFC "first deployments should be seen in H1 2022, most likely as a trial with ACCIONA"

https://www.***************************/afc-energy-enormous-potential-for-products-in-data-centres-and-maritime-says-zeus-capital/4121039077

Look at previous years, the news following the operational update at Year end (which we received yesterday). Plenty of scope for more news before the end of 2021 calendar Year, including sales agreements for the HFC.

16/12/2020 07:00 Strategic partnership with ABB
23/11/2020 07:00 Investment in new facility
17/11/2020 07:00 Manufacturing Contract with BK Gulf
16/11/2020 16:10 Appointment of Joint Broker
12/11/2020 07:00 Cancellation of Convertible Loan Note Facility
03/11/2020 07:00 Year End Operational Update

15/11/2019 07:00 New Website
11/11/2019 07:00 Anionic exchange membrane update
07/11/2019 07:00 High Power Density Alkaline Fuel Cell Update
31/10/2019 09:03 Shareholder Day
28/10/2019 07:00 Pre-Close Operational Update

This board is the last thing I stare at. I spend far less time on here than a lot of other people, perhaps I just notice things that maybe others don't.

Does nobody want to discuss the HFC Hybrid potential?

The HFC is our shortcut to potentially big commercial revenues whilst the AEM version is being developed.

Sales are something that all long term holders have been asking for
Traders/con men/trolls have used sales as a weapon against the bulls
We've seen the prototype stack looking nice and shiny
The stacks are being produced in Q1 2022 for delivery in H1 2022 (so some could be delivered in Q1, but AFC are not promising that)
Deployment agreements for the prototypes should start arriving any day now.

"Without the need for anion exchange membrane technology, proving times are materially accelerated and the HFC platform can be more expeditiously deployed to customer sites in commercial prototype form."

"The HFC will be deployable in Q1 2022 running off direct hydrogen"

"The HFC platform therefore provides added fuel flexibility in the product platform AFC Energy will release and we expect to see first HFC systems deployed in the first half of 2022 to customer sites."

"First deployments of the HFC system are expected to take place in the first half of 2022 to customer sites on lease terms. This way, the Company can begin monetising its air cooled "S" Series technology in advance of the anion exchange membrane being available later in 2022."

Has anyone else noticed how the post 'recommend' votes change on here? I've also been watching the numbers and noticing when people come and go with bullish (or even blatant ramping) posts and it's all very interesting.

When the price is going up, a great bit of research (from anyone, there are some great posters on here) or a find of something interesting from the web can get 30 or even 40+ votes. And a lot of bullish posters arrive commenting on how great the post is and thanking the author.

When the share price is going down, all these bulls magically disappear under a rock, votes up on great posts drop to 10 or 15. All the trolls and con men traders reappear. All those "thanks for posting" and "great find" comments disappear.

It does make me wonder how many posting on here have a login for being bullish and another one for being a deramper, and use each one depending on their trading position at the time. Also, how many stop voting up and commenting because they have sold (some or all) and want the con men and trolls to push the price down, but don't want this board to know they are trading.

The thing is, if the bulls were REALLY bulls, the number of votes for a great post would not change, regardless of which direction the share price was going, as it is still the same information. I conclude that the posts votes clearly go by a lot of people's trading positions, not on the actual content of the posts.

You can vote this up if you agree LOL!!

BB2,

Why Nafion can't be used in a DMFC:

"As methane cannot be electrochemically oxidized in the PEM fuel cell and the carbon monoxide can easily poison the noble metal catalyst in the fuel cell, the further steam reforming and the water gas shift are necessary to convert the residual methane and carbon monoxide to hydrogen, respectively"

https://www.mdpi.com/1099-4300/21/1/85/pdf

Scarpa,

Apart from invite everyone to fill the board with pointless posts of crystal ball share prices, to push all the useful stuff off the page.

BB2,

It does say that the HFC will be HYdrogen only at first, with a Methanol reformer added on.

A DMFC is something I think AFC are now looking at or working on, as it is the logical next step once you have a Fuel Cell that uses Methanol one way or another.

The HFC does not use Alkamem, and I believe the Membrane they are using is not suitable for DMFC, hence why they are only going Hydrogen first, then add-on Methanol Cracker.

Alkamem is AEM, and lends itself to use in a DMFC, but this will require a lot more work. AFC have taken a shortcut to sales buy swapping out Alkamem for something that's already commercial technology, and IMVHO will be doing the work on Alkamem in the background.

With leased systems, AFC can swap out the existing Methanol Cracker based systems with DMFC's in the future, and get a much better ROI for themselves and the customers.

BB2,

It does say that the HFC will be HYdrogen only at first, with a Methanol reformer added on.

A DMFC is something I think AFC are now looking at or working on, as it is the logical next step once you have a Fuel Cell that uses Methanol one way or another.

The HFC does not use Alkamem, and I believe the Membrane they are using is not suitable for DMFC, hence why they are only going Hydrogen first, then add-on Methanol Cracker.

Alkamem is AEM, and lends itself to use in a DMFC, but this will require a lot more work. AFC have taken a shortcut to sales buy swapping out Alkamem for something that's already commercial technology, and IMVHO will be doing the work on Alkamem in the background.

With leased systems, AFC can swap out the existing Methanol Cracker based systems with DMFC's in the future, and get a much better ROI for themselves and the customers.

Check out the profile of tkbear, very suspicious, only joined lse today, only done 4 posts, all on AFC. My guess is a recently banned poster that's sneaked back in. 'Bear' might be a clue to that too.

https://www.lse.co.uk/profiles/tkbear/

kitersurfer,

Either you're clueless or a just another con man.

No way will AFC trade sideways for a whole year, not even in anyone's wildest drug fuelled dreams.

HFC clearly uses a commercial Membrane not Alkamem, and will therefore be out on clients sites in early H1 2022 (as it is going to be ready for shipping in Q1 2022).

HFC is the equivalent of AFC buying a commercial Hydrogen Fuel Cell manufacturer, upgrading it's commercial Fuel Cells to AFC cartridge based systems, and then selling these systems, it is no tons of R&D or testing, as the Membrane going into the HFC is already a proven product.

Based on this, the share price by end of H1 2022 should be well above where it is today.

Post moved here:

From the below it seems the HFC is simpler than the AEM, hence rolling out in H1 2022.

"Following months of analysis of the AEM "S" Series stack architecture, designed for hydrogen or ammonia fuelling, it became clear that with nominal changes to system chemistry and design, a further iteration to the "S" Series was possible that would enable adoption of Methanol fuel (in addition to hydrogen). Whilst both utilise similar "S" Series stack architecture, the Company decided to delineate the AEM platform from what is now regarded as the "Hybrid Fuel Cell, or "HFC", platform."

"Without the need for anion exchange membrane technology, proving times are materially accelerated and the HFC platform can be more expeditiously deployed to customer sites in commercial prototype form."

"The HFC platform therefore provides added fuel flexibility in the product platform AFC Energy will release and we expect to see first HFC systems deployed in the first half of 2022 to customer sites."

This bit definitely suggests a proven membrane technology like Nafion is being used: "proving times are materially accelerated and the HFC platform can be more expeditiously deployed to customer sites in commercial prototype form.". The prototype part of it is the stack, not the Membrane they are using, and the Membrane is already a commercial product hence they can call it a 'commercial' prototype.

Because it's a commercial Membrane, it's easy to get rolling it out from Q1 2022 as advised in the RNS.

Professor Varcoe may have been involved in the creation of the HFC, having worked on Direct Methanol AEM Fuel Cell technology in 2014. No Platinum Group Metals involved either if this is anything to go by.

"With the usage of non-Pt catalysts, a maximum power density of 120 mW cm-2 was achieved."

https://www.researchgate.net/publication/262192264_Methylated_polybenzimidazole_and_its_application_as_a_blend_component_in_covalently_cross-linked_anion-exchange_membranes_for_DMFC

A Direct Methanol Fuel Cell using an AEM Membrane like Alkamem is something else that may appear from AFC in the future, along with a Direct Ammonia Fuel Cell using another version on Alkamem. No reformers required.

Professor Varcoe may have been involved in the creation of the HFC, having worked on Direct Methanol AEM Fuel Cell technology in 2014. No Platinum Group Metals involved either if this is anything to go by.

"With the usage of non-Pt catalysts, a maximum power density of 120 mW cm-2 was achieved."

https://www.researchgate.net/publication/262192264_Methylated_polybenzimidazole_and_its_application_as_a_blend_component_in_covalently_cross-linked_anion-exchange_membranes_for_DMFC

A Direct Methanol Fuel Cell using an AEM Membrane like Alkamem is something else that may appear from AFC in the future, along with a Direct Ammonia Fuel Cell using another version on Alkamem. No reformers required.

And here come another pointless 100 posts to fill the board up. In 6 months time everyone's view will have changed, and every 6 months after that it will change again, simply because of the new products that appear over time, the more markets AFC enter, and the changing levels of sales and profit. I have a target of £10 which I've had for 12 years and continue to believe is possible once AFC are selling enough to warrant it, whenever that is.

Here's a question for AFC at the next AGM (I can't see that anyone here will have the answer).

"Without the need for anion exchange membrane technology, proving times are materially accelerated and the HFC platform can be more expeditiously deployed to customer sites in commercial prototype form."

From that I read that there is no Alkamem in the HFC, it is the same stack as the S Series but uses something else instead of Alkamem, but what is it? Nafion? In house created? De Nora technology?

Johnny,

The HFC stack does look good, very small and very neat.

I also saw that AFC retweeted the Proactive article, meaning they must agree with the title of it "AFC Energy expects to follow "transformational" year with raft of fuel cell deployments in 2022"

A raft of, sounds great to me!

Kev,

Tenbaggerboy should not be posting misleading information on here suggesting nothing is going to happen in 2022.

In my first post on this thread, we can see that AFC mentioned 2022 with regards sales and system deployments multiple times, with a quick count I make it 15 times just in those quotes, how is it possible to think 2023 when AFC clearly state 2022 so many times, yet only mentions 2023 once in the entire RNS???

Johnny,

I was more interested in these bits:

Methanol is also a promising candidate for hydrogen storage, as well the utilization of CO2 via hydrogenation [21]. The adoption of methanol is strongly correlated with the idea of power-to-product (P2X), which utilizes surplus electricity to produce chemical fuels. Hydrogen can be released from methanol through thermolysis, steam reforming and partial oxidation [21]. However, the adoption of methanol to store hydrogen leads to environmental problems in the utilization site because of the release of CO2 when methanol is directly utilized or decomposed. This leads to a non CO2-free energy system. In addition, the separation of CO2 is also energy intensive. The established CO2 separation based on absorption using amine solution consumes approximately 1.1 kWh/kg-CO2 [22].

Liquid ammonia is able to store hydrogen in volumes much higher (121 kg-H2/m3) than liquid hydrogen (70.8 kg-H2/m3), which is about 1.7 times as high. Liquid ammonia can be stored at relatively low pressure (0.99 MPa at a temperature of 25 °C), which is significantly lower than that of compressed hydrogen. However, in terms of physical density, liquid ammonia has the higher density (600 kg/m3) than compressed and liquid hydrogen, leading to heavier storage and transportation.

Methanol is a strong competitor for the storage of hydrogen. It has higher energy density than ammonia (20.1 MJ/kg compared to 18.6 MJ/kg). However, it has both lower gravimetric and volumetric hydrogen contents than ammonia (12.5 wt% and 99 kg-H2/m3 compared to 17.8 wt% and 121 kg-H2/m3, respectively)