Member Info for haggismchaggis1

15 new Nissan EV concepts to launch by 2030 in electrification drive

Nissan also aims for electrified vehicles to account for 75 percent of its sales in Europe by 2026

https://www.autoexpress.co.uk/nissan/356694/nissan-launch-15-new-evs-2030-electrification-drive

Extreme E is a demonstration of commercial technologies, it's not and never will be the place to test unproven technology or prototypes, that can and will be done out of the spotlight.

BB2,

I can't see AFC building a commercial scale prototype electrolyser and putting it into our most high profile event series until said device is proven elsewhere. The risk is way too high. Imagine the news "Extreme E event cancelled due to electrolyser failure".

So far all the Alkamem proof is in the laboratory. Until the publication on 19/10/2021 of the lab results, AFC would not have even attempted to start building a full scale prototype electrolyser, in case that design had to be changed if something appeared in the lab tests that affected the design.

Lutra,

Absolutely, although a lab scale patent does not equal a commercially viable electrolyser. The work done by Professor Varcoe and others to scale up Alkamem, strengthen and improve it since then seems to have nailed it though.

I said in my previous posts on 'new products before year end' that they could include an electrolyser, and with the "no significant degradation" that is much more likely since the info was published in October.

This sector could be a $50 trillion investment opportunity: expert

One fund manager thinks that there’s a very exciting sector.

Nick Griffin from Munro Partners was speaking to Patrick Poke from Livewire Markets when he said he thinks a particular part of the global economy could have an opportunity of between $30 trillion to $50 trillion.

https://www.fool.com.au/2021/11/29/this-sector-could-be-a-50-trillion-investment-opportunity-expert/

The biggest opportunity since the internet

https://www.livewiremarkets.com/wires/the-biggest-opportunity-since-the-internet

Nick Griffin

Chief Investment Officer • Munro Partners

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has over 20 years of financial services experience and over 14 years managing absolute return mandates focused on global growth equities.

EXPERIENCE: 25 years+ experience

Nick holds a Bachelor of Commerce (Hons) degree from the University of Melbourne and a Graduate Diploma in Applied Finance and Investment.

https://www.livewiremarkets.com/contributors/nick-griffin

If AFC had created it's own electrolyser, it would have had to announce it to the market because that IP would significantly add to the core IP value of the company. That they have not done so, suggests that for now it is just someone else's electrolyser with an AFC box around it, potentially a De Nora electrolyser.

That however is not the end of the story though, as I discovered something a little while ago that is of great interest, involving Alkamem and electrolysis.

Again this involves our tie-up with Professor John Varcoe of Surrey University, the genius working on Alkamem.

"no significant degradation", so you can bet that De Nora will be all over this and could license out the technology as a Nafion membrane replacement for electrolysers, giving AFC a constant income stream where they do not have to manufacture anything themselves. The production lines could also produce membranes for the S Series at much better economy of scale, as they would be producing it for both electrolysis and fuel cell markets at the same time. This "no significant degradation" in electrolysis does leave it wide open for AFC to make it's own electrolysers, but I don't think they had one for Extreme E, or we'd have been told.

"Electrode and Cell-Level Insights to Achieve High Performance and Long-Life AEM Fuel Cells and Electrolyzers"

"Publication date 2021/10/19"

"The final topic of this talk will be durability of AEM electrolyzers. Specifically, we will report a highly durable AEM electrolyzer that was operated continuously for 720 hours (30 days) at a constant current density of 1.0 A/cm2 with no significant degradation in performance. Akin to the fuel cell work, end-of-life characterization is done to explore the degradation mechanisms at work during "normal" operation."

Links:

https://scholar.google.com/citations?view_op=view_citation&hl=en&user=NOxPp9QAAAAJ&sortby=pubdate&citation_for_view=NOxPp9QAAAAJ:4hFrxpcac9AC

https://iopscience.iop.org/article/10.1149/MA2021-02421293mtgabs/meta

Southerhay,

Good plan, and I'm with you on that.

I've asked loads of people to filter garmoan, DW, chippy, daz, etc for their clearly intentional negative posts on here, to me they MUST be trading and just posting the never ending garbage to suit their trading position, none of their moans are GENUINE. But despite pointing this out, many still won't use the filter and instead HELP these traders to create a very negative board that ignores much of the GENUINE research and views.

It's people like these that have prevented this stock from reaching £1+ share price, because every time it goes up, they sell out and then post mountains of negative posts, EVERY TIME, which means gains are never consolidated ahead of the next rise, and £1 is just as far away as it was before the previous rise.

I won't be posting anything from my research on this board until those replying to garmoan, DW, chippy, daz, etc use the filter. I suggest anyone else that posts research also does the same.

The sooner all these to**pot traders sell out and fork off, the sooner this stock can rerate in-line with CWR and ITM.

The sooner the idiots that claim t o be 'long term' fork off with their profit, the sooner the REAL long termers can see the share price get to the £'s per share they have been waiting a decade for. It's YOU LOT that keep holding it back with your constant whinging and trading, not the company news, not the company PR, not the technology, not the CEO, no, it YOU LOT that are forking up your own gains by playing stupid trading games with the stock and stupid mind games with other investors. Look in the mirror FFS and stop shooting yourselves in the foot!!!

What an absolute load of B...…. this thread is.

We have SIX WEEKS, SIX F.... WEEKS, and you lot want to MOAN EVERY DAY and feed the trolls with BASELESS NEGATIVE SENTIMENT, PATHETIC, ABSOLUTELY PATHETIC!!!!

Contracts can be signed today, or any day, the share purchases do not affect the signing of contracts, because the person buying the shares does not KNOW as fact that the contracts WILL be signed when they buy the shares.

AB said they are juggling loads of 'transactions', which are otherwise knows as sales. Clearly the person buying the shares may have known that these transactions were being worked on, but there is no way that they have a working crystal ball to KNOW which contracts will be signed, or when.

Project Green Rhino and the Army's Preparations in the Race to Net Zero
Thursday 25th November 2021
Theatre : Energy & Carbon Management Strategy Public Sector
13:00 - 13:50

https://www.emexlondon.com/session/project-green-rhino-and-the-armys-preparations-in-the-race-to-net-zero/

The World Bank say:

"Key Findings of the Study:1. There are millions of actively used generators in developing countries—adding up to an installed capacity base that ismassive. We estimate the fleet of generators in modeled countries to have a total capacity of 350–500 GW (equivalent to700–1000 large coal-fired power plants), spread across 20–30 million individual sites. These units generate an estimated100–170 TWh of electricity annually, and account for a substantial portion of electricity service in some regions. In WesternAfrica, for example, the electricity provided by back-up generators is equal to 40% of the electricity generated by the grid."

$30-50 billion - The annual spending on diesel and petrol for generators
100 Megatons of CO2 - Released into the atmosphere each year by back-up generators
$1.1-2.1 billion - Estimated cost of subsidizing fossil fuel used in back-up generators in 2016
40–70 billion liters - Amount of fossil fuel consumed by back-up generatorsannually,70% of it, diesel.

http://documents1.worldbank.org/curated/en/640791573016682618/pdf/Summary.pdf

Scary, not sure it's changed much either.

https://www.reuters.com/article/us-nigeria-power-diesel-idUSKBN1W323K

2013, but gives an idea of the scope for AFC. There will be several GW more by now.

"Worldwide, more than 22.5 GW of installed power capacity in isolated diesel-based power systems are detected, more than two thirds of the systems located in developing and emerging countries. Island states and large territorial states have the highest installed diesel capacities. In the case study countries, the majority of the diesel energy systems have a capacity of below one MW. Two predominant operational models can be identified: First, diesel generators operated by state-owned utilities with often subsidized power generation. Here, the purpose is to supply remote and underdeveloped regions. In contrast, private companies run remote diesel generators for value-adding purposes, and mainly target the power supply of remote mining sites. Overall, a great potential for upgrading isolated diesel grids with renewable energies is demonstrated. The results can be used to facilitate the further dissemination of sustainable renewable technologies."

https://reiner-lemoine-institut.de/en/global-analysis-of-the-utilization-of-diesel-generators-for-remote-power-supply/

Diesel Gensets Market Size By Power Rating (< 50 kVA, 50-125 kVA, 125-200 kVA, 200-330 kVA, 330-750 kVA, > 750 kVA), By End Use (Residential, Commercial, Industrial), By Application (Standby, Peak Shaving, Prime/Continuous), Industry Analysis Report, Regional Analysis, Application Potential, Price Trend, Competitive Market Share & Forecast, 2021 – 2027

Diesel gensets market size crossed USD 25 billion in 2020 and annual installation is anticipated to exceed 3,000 thousand units by 2027.

Market Size in 2020: 25.2 Billion (USD)
2027 Value Projection: 38.2 Billion (USD)

Growth Drivers:
North America
Increasing intensity & frequency of weather-related disasters
Escalating data center outage costs
Growing demand for uninterrupted power supply

Europe
Emerging trends in real estate
Expansion of the datacenter industry
Favorable regulatory policies to boost investment

Asia Pacific
Booming construction sector
Ongoing digitalization
Burgeoning expansion in the telecom sector

Africa
Unreliable grid infrastructure coupled with rapid population growth

Loads more info on the page:
https://www.gminsights.com/industry-analysis/diesel-gensets-market

That is just the current market churn and growth, it does not account for the urgent replacement of Diesel power generation (especially on construction sites) or the increased need for generation for EV's due to grid issues, both areas that AFC are targeting.

I can see Urban-Air Port jumping straight into this.

Dubai launches new programme to boost drone transportation

The program also aims to attract talent as well as local and foreign investments to the drone applications sector

https://www.zawya.com/mena/en/business/story/Dubai_launches_new_programme_to_boost_drone_transportation-SNG_262765109/

9 out of 10

"“We know that nine out of ten drivers in the county we surveyed would like to make the transition to EVs over the next few years, so we have to be prepared."

https://www.electricdrives.tv/post/innovate-uk-awards-ps335k-in-funding-to-rural-electric-vehicle-ev-charging-consortium

AFC can fix this.

"Dirty diesel generators"

https://www.autoexpress.co.uk/opinion/356621/electric-cars-charging-diesel-generators-insane

SIX WEEKS, not SIX DAYS!!!

Sturmtrupper,

Well done for having the world's first guaranteed working crystal ball.