Member Info for haggismchaggis1

27.20 / 27.25, that's the closest spread I've seen on AFC for a very long time. Bear squeeze??

"This update sets out a clear roadmap of intensive operational activity which will better define the potential of what we believe to be a world class discovery in Ntorya."

https://www.londonstockexchange.com/news-article/SCIR/ruvuma-psa-update/14764642

I find it crazy that AEX have dropped more than SCIR, when AEX is fully funded for the work programme, and SCIR need to sell the asset or find over five million. There should be a further bounce here if anything.

"Aminex can now concentrate on progressing initiatives that offer value creation for the Company"

To me that means getting KN1 up and running, and looking at other activities (Seismic and wells) outside of Ntorya. Plenty could happen next year.

I said when Ntorya-1 was drilled that we NEED 3D Seismic over the area. I'm glad they saw sense and farmed out to ARA so that finally we get that 3D, which will make the placing of wells far more accurate, and may also tell us where the oil actually is.

BumbleB,

How long does it take for " Initial small scale AlkaMemTM samples sold for comparative validation to commercial and research institutions in Europe with an emphasis on alkaline water electrolysis applications."?

I have just produced one research report that has already validated it? I suspect AFC already have some of the other validation back and the rest is not far behind. De Nora have already tested and validated it, before samples were sent out to other labs.

It's also not rocket science to upscale it either, as it will just be a case of adding some structure for support (as it is a very thin layer, microns thin), which could just be a grid of slightly thicker plastic, or wire mesh, anything that gives if support and stops it flexing if it's a large size.

It seems fairly obvious to me that the research note I posted is for FURTHER development of the existing Alkamem Mebrane. AFC already have a working Membrane, this has been tested by De Nora and others, samples went out to "commercial and research institutions" the research I posted is from a University - a research institution. AFC said they are "building an expert team across the anion exchange membrane technology field", which includes the team at the University.

Just because we have a plan to build a Membrane Fuel Cell by/in 2022, that does not mean we cannot sell or license the Membrane for Electrolysis or other technologies any day that a client decides they want exclusivity on it because of the $1Bn market for it. We are not rushing the build of a Membrane Fuel Cell because we already have a commercial Fuel Cell and we want to sell that right now, not put buyers off by telling them we'll have a potentially better Fuel Cell in 9 months. Meanwhile the membrane has it's own entirely separate development path, one which is not reliant on us having a commercial scale fuel cell to put it in. The Membrane could be licensed or sold (for use outside of Fuel Cells) next year, once scale up testing is completed.

RNS 23 June 2020
Successfully scaled up and validated AlkaMemTM membrane within a commercial sized HydroX-Cell(S)TM fuel cell.

Excellent power density maintained utilising scaled up AlkaMemTM membrane, reflecting performance seen amongst alternative high-density fuel cell technologies.

· Developing methods for enhanced mechanical stability of the AlkaMemTM membrane to meet wider industry applications.

· Initial small scale AlkaMemTM samples sold for comparative validation to commercial and research institutions in Europe with an emphasis on alkaline water electrolysis applications.

· Preparing for further small-scale membrane samples dispatched to European institutions next month.

· Initial review of third-party membrane base film suppliers highlights likely cost advantages to alternative membrane base film technologies in the market today.

AlkaMemTM has continued to show strong operational performance and the ability to scale this into a single commercial scale fuel cell now means efforts can go into the design and engineering of the HydroX-Cell(S)TM fuel cell stack.

The Company has consolidated its membrane team with new recruits from a mixture of PEM fuel cell / engineering backgrounds and are building an expert team across the anion exchange membrane technology field, now reporting directly to the Company's Chief Operating Officer.

Adam Bond, Chief Executive Officer at AFC Energy, said "the AlkaMemTM product series continues to gain traction with industry and academia and we are delighted to have commenced additional third party membrane validation activities, in addition to that already conducted with De Nora.

I don't see issues mentioned in any AFC RNS, I see a structured development path of testing, upscaling, more testing, testing in different types of end use, etc. I don't recall any issues ever being mentioned by AFC or De Nora.

We now have scientific verification of what was said in AFC news in the past.
.
"The AIM-traded firm said AlkaMem had delivered “market leading conductivity” within an alkaline fuel cell environment"

“Based on internal De Nora testing standards, the AlkaMem membrane technology exceeded internal expectations and has demonstrated the ability to offer significantly lower voltage drop when compared to widely implemented industry standard diaphragms.”

https://www.sharecast.com/amp/news/aim-bulletin/afc-energy-surges-on-recent-testing-of-alkamem-technology--7115221.html

Flawed logic. Not many people that drive 20 miles per day will buy a top of the range Tesla, they will buy something smaller that they can charge once a week at home, or once every 2 weeks at destination charging.

Also, the National Grid will cope, it is the local grids and the remote areas that are at their limits and won't be able to cope, and this is where AFC EV Chargers will be needed.

Note the use of 25 micron LDPE as a substrate for the membrane. This will make it very cheap to manufacture, and easily done in mass manufacturing.

RB1, this may help. https://www.frontiersin.org/articles/10.3389/fmats.2020.00004/full

This will blow your socks off!!!!

World Record Membrane Performance!!!!

After finding this, I think I may have to raise my £300m valuation for the sale of the Membrane technology into markets other than Fuel Cells!

"A radiation-grafted anion-exchange membrane (AEM) containing covalently-bonded benzyltrimethylammonium (BTMA) head-groups (ion-exchange capacity of 2.49?±?0.12?mmol?g-1 and 55?µm hydrated thickness), fabricated from 25?µm thick low-density polyethylene (LDPE) [34], was obtained from Professor John Varcoe's group at the University of Surrey (UK)."
https://www.sciencedirect.com/science/article/pii/S2666248520300238

This is the group that AFC are in!!
See the Organisations tab.
https://gtr.ukri.org/projects?ref=EP%2FT009233%2F1

A World Record performance!!
"At 110?°C the AEM showed a record high hydroxide conductivity of ca. 300?mS?cm-1.!

"To the best of our knowledge, this is the highest hydroxide conductivity ever reported for an AEM."

And it's better than PEM!!
"This is significantly higher than the values reported in the literature for the well-studied acidic HT-PEMFCs."

All AFC Energy University/College Research can be found here, and there is a lot of it.

https://gtr.ukri.org/organisation/F482EF98-4219-4D9F-BD37-5643776F5429

AFC will also be eyeing this up "£20m for the development of green shipping technologies"

People will be queuing up for the EV grants. Buying an EV is the same situation as AFC stock, buy now or get left behind with the knuckle draggers.

"The UK will ban sales of new petrol and diesel cars by 2030, 10 years earlier than planned, under prime minister Boris Johnson’s push for more ambitious action on climate change."

"The move was lauded as a “landmark” by Greenpeace and “undoubtedly challenging” by the CBI business group. The step is combined with £1.3 billion for new car charging infrastructure and £582 million in grants for buying electric cars."

https://www.newscientist.com/article/2260042-uk-10-point-climate-plan-bans-new-petrol-and-diesel-car-sales-by-2030/

If grids are close to capacity, the issue is easily solved by dropping in an AFC EV Charger.

"Oakington Business Park-based Ingleton Wood warned that some local energy grids are close to full capacity, especially in rural areas, and need major upgrades to pave the way for residential EV charging points."

Rob Diamond, a sustainability expert at the property and construction consultancy, said: “We welcome this landmark announcement to help tackle climate change and decarbonise the economy.

“The new 2030 target is realistic but we reiterate long-standing concerns that urgent action is needed to overcome the infrastructure obstacles that stand in the way of the EV revolution.

htps://www.cambridgeindependent.co.uk/news/ban-on-sales-of-new-petrol-and-diesel-cars-by-2030-welcomed-but-cambridgeshire-firm-warns-of-infrastructure-challenge-9130421/

This indicates to me big sales next year, several multi-site deals.

"Based on the Company's current commercial pipeline, AFC Energy expects to place multiple orders of containerised balance of plant in 2021, including the ACCIONA project set for delivery in 2021."

And specific 'special orders' lined up too:

"BK Gulf will also work alongside AFC Energy in the provision of more bespoke skid mounted solutions where containers are not deemed appropriate for a given use case,"

This will bring huge pressure on infrastructure rollout. AFC's EV Charger should be in high demand, not only for remote locations, but also by Electricity companies, as a bridging technology to full rollout, as they can then stretch the rollout to 20 years instead of 10, easing pressure on resources and finances.

Boris Johnson is understood to be planning to ban the sale of new petrol and diesel cars within a decade, with reports that the ban will be brought forward by five years.

It follows the prime minister moving the cut-off date from 2040 to 2035 in February.

Johnson is expected to announce the measure amid a raft of new environmental policies next week, according to a report in the Financial Times, which attributes the news to industry and Whitehall sources.

https://www.theguardian.com/environment/2020/nov/14/uk-expected-to-ban-sale-of-new-petrol-and-diesel-cars-from-2030

AFC need to start looking at USA.

"How Biden's election could kickstart U.S. adoption of zero-emission vehicles"

https://www.greenbiz.com/article/how-bidens-election-could-kickstart-us-adoption-zero-emission-vehicles

RedLeg got a few mentions in this video, both by the bartender and in the comments, where some people said it was their choice of spiced Rum.

https://youtu.be/KzLdznOLOM8

RedLeg also appeared in this video at the 15m 30s mark.

https://youtu.be/atfqMXd3qU8