Member Info for haggismchaggis1

Yesterday AB mentioned ThyssenKrupp, there is an obvious link through De Nora to them and SNAM. So there's two potential strategic partners a big route for Alkamem and possibly the AFC Electrolyser (Patent applied for).

Italy-based global energy infrastructure operator Snam signed an agreement with funds managed by Blackstone Tactical Opportunities for the purchase of a strategic stake of approximately 33% in Industrie De Nora S.p.A., a global supplier of clean energy and water treatment technologies, based on a 100% enterprise value of approximately €1.2 billion.

Synergic to its electrode business, De Nora holds a 34% stake in ThyssenKrupp Uhde Chlorine Engineers (TKUCE), among the world leaders in the development, assembly and installation of alkaline water electrolysis and chlorine and caustic soda production. TKUCE AWE technology is involved in several large global hydrogen projects.

De Nora generates revenues of more than €500 million per year (60% in electrodes, 40% in water treatment), with an expected EBITDA of €90 million in 2020 and an average growth (CAGR) of 8% over the past three years.

https://www.greencarcongress.com/2020/11/20201121-snam.html

https://www.afcenergy.com/promoting-our-work-through-the-hydrogen-council/

It was a while ago, but I'm sure he still has contacts in these companies, quite possibly at higher levels than they were back then.

Project Director / Commercial Lead - UK Carbon Capture and Storage Project
UK Department of Energy and Climate Change
May 2008 - Jul 2011
3 years 3 months

London, United Kingdom

Adam held the position of Project Director and Commercial Lead / Lead Negotiator for the British Government in the competitive procurement of the UK's first commercial scale carbon capture and storage demonstration project. Adam led negotiations in the design and agreement of two Front End Engineering and Design Contracts undertaken by (i) a consortium consisting of Scottish Power / National Grid / Shell and (ii) E.ON as part of the project's procurement and oversaw the development of the unprecedented commercial arrangements for delivery of the project.

https://uk.linkedin.com/public-profile/in/adam-bond-74841b13

If you like looking at pretty pictures of AFC Fuel Cells, this is for you!

They are of course the Kore model, but so many more pictures in here than I have seen anywhere else of the tech.

Presentation done by Suzannah Hexter in 2017, her name appears on the AFC Electrolyser Patent!

https://www.birmingham.ac.uk/Documents/college-eps/chemical/fuel-cells/FCH2-2017-Presentations/Suzannah-Hexter.pdf

Loads brewing in Canada too!

The Government of Canada has released the federal hydrogen strategy, " Hydrogen Strategy for Canada: Seizing the Opportunities for Hydrogen" (Strategy). As part of Canada's efforts to achieve net zero greenhouse gas (GHG) emissions by 2050, the Strategy aims to establish Canada as a global leader in the hydrogen sector while also growing the economy and creating jobs.

What you need to know
The Strategy is a key piece of the clean fuel initiatives outlined in the recently announced federal climate plan and will complement measures such as the federal Clean Fuel Standard and a $1.5 billion Low-carbon and Zero-emissions Fuels Fund.

According to the Strategy, the federal government envisions, by 2050, 30% of Canada's end-use energy being delivered in the form of hydrogen, up to 350,000 hydrogen sector jobs, and more than $50 billion in direct hydrogen sector revenue for the domestic market.

https://www.mondaq.com/canada/renewables/1026578/federal-government-releases-hydrogen-strategy-for-canada

Massive potential brewing fast in Japan!

Ammonia’s Role in Japan’s Energy Plan

Ammonia technology has been earmarked for a significant role in Japan’s green energy plans, a fact underlined by a new deal reached with state-owned Abu Dhabi National Oil Company (ADNOC).

Japan is planning to adopt ammonia use for power generation under its 2050 decarbonization strategy, which was released last month. According to the outline, the government foresees that 10% of all power generation in the country will be produced by hydrogen and ammonia within thirty years.

Last September, Japan imported the world’s first shipment of blue ammonia from Saudi Arabia.

http://akihabaranews.com/ammonias-role-in-japans-energy-plan/

Fuel for thought!

International fertilizer trader Trammo on Monday announced the signing of a memorandum of understanding (MOU) with Dutch engineering group Proton Ventures for joint cooperation on worldwide green ammonia projects.

As part of the alliance, Proton Ventures will construct green ammonia production units, storage facilities and import and export terminals (NFuel Projects), and will subsequently supply Trammo with material produced through wind and solar energy.

Trammo, with more than five decades of ammonia marketing and logistics experience, will offtake, market and transport the green ammonia to customers around the world using its fleet of specialised refrigerated tankers.

Trammo currently operates a fleet of around a dozen ammonia tankers. Cargoes up to 25,500 tonnes are moved regularly from key producer regions including the Black Sea, north Africa, Middle East, Caribbean and southeast Asia.

https://www.icis.com/explore/resources/news/2021/01/18/10596848/trammo-and-proton-ventures-sign-mou-for-worldwide-green-ammonia-projects

75p in USA, but make no difference, there's only 208,864 shares traded there, and that took them 150 trades to do!!!!!!

Forget OTC, it has no relevance to the UK share price, as demonstrated for weeks when OTC closed at different prices to the UK, but the following day the UK market completely ignored it.

https://www.lse.co.uk/ShareChat.asp?ShareTicker=AFC&share=Afc-Energy&thread=5CAD97E9-698B-458B-84E2-B9AA15F5C75E

https://www.lse.co.uk/ShareChat.asp?ShareTicker=AFC&share=Afc-Energy&thread=B846F58C-FFBC-4041-8608-0F72241405CA

Oh dear, I can't seem to see the drivel, all I can see is this!

"This message has been filtered, please adjust your filters to view"

Openeyes, filtered. Another of the clueless troll gang talking shiet!

Absolutely!

I'm sure the MM's can see the disparity with peers and know AFC can rise a lot yet, so no point the MM's dropping the price any further than where Schroders stop selling.

It's just like where RA pinned us below 20p for ages, the MM's held it back below his target price until enough news cleared him out, then we took off. Same will happen with Schroders.

Cheekboy2, it's been discussed many times on here already. It appears Schroders are not selling below it, so the MM's are keeping it down to keep a lid on Schroders selling until the demand goes up when the next news arrives and then they can move it up.

We closed at £503m, so as I've been saying for ages, we are staying above £500m.

Buy volume 1,991,611
Sell volume 1,944,340
NOTHING IN IT!

No worries here that's for sure, especially as I've had all this before multiple times over the 12 years I've held the stock, and will no doubt have more to come over the next few years on the way to £'s per share.

Before you all have a panic attack, we closed at £503m, so as I've been saying for ages, we are staying above £500m.

No worries here that's for sure, especially as I've had all this before multiple times over the 12 years I've held the stock, and will no doubt have more to come over the next few years on the way to £'s per share.

Can you prove there is any selling by Schroders? Let along aggressive selling?

I don't believe Schroders are selling at these prices.

I have watched the trades all day, and I cannot see anything that points to Schroders selling, which leads me to believe that this is jus normal MM price movements to create more volume.

Great speech. Loads of money flowing into the H2 sector, not just the billions the EU are throwing in, but the trillions when you add up all the sources (public sector and private sector).

I'm sure AFC will get it's fair share of the pie, by targeting huge markets that suit it the best rather than trying to compete in every market, and using cheap Ammonia which, in a Heineken way, reaches the markets other fuel cells cannot reach!

Flag / Pennant pattern
https://school.stockcharts.com/doku.php?id=chart_analysis:chart_patterns:flag_pennant_continuation

AFC Chart with Flag / Pennant
https://ibb.co/R63XT4D

A garage forecourt near me was rebuilt recently and they wanted to offer rapid charging. Despite being in a built up area and having been a garage with 3-phase electric supply, the garage had to install a new substation to get enough power for the EV charging on top of what was needed for the shop, tyre bays, car wash, pressure washers, air compressor, etc. This will have cost them a lot of money.

duke_arlington,

Great research, thanks!

I was thinking the other day, that the ABB agreement is the quickest option for AFC to penetrate the market with companies like BP, Shell, Total, Ionity, Electrify America, etc, that want to deal with a huge company with a lot of EV charger experience like ABB, for the complete EV Charging solution.

There is certainly a lot of scope with garage forecourts, as they will want to offer people the fastest charging available, so that drivers see little difference between charging a car and filling with petrol/diesel. With garage forecourts it's all about high turnover of customers. At the same time, garage forecourts will be developed to offer a lot more for visitors to buy whilst the car charges. The Gridserve Braintree forecourt is the perfect example of what garage forecourts will become. The big fuel companies have seen it, and they know it.

https://www.youtube.com/watch?v=FoN4WCpuxHY

https://www.gridserve.com/braintree-overview/