Member Info for haggismchaggis1

Just hit 30p, not seen that for years! About time it really rerated to where it should be, which is still a long way North of here!

Talking of 1p difference on 27p -30p is absolute tosh, either buy the stock or go away

I wonder if AB is referring to this type of particulate?

https://www.transportenvironment.org/news/new-diesel-cars-linked-tiny-cancer-causing-particles-are-invisible-law

Nice to see AFC are included in this report, it gets the name out there to global fund managers, HNW clients, etc.

https://www.globenewswire.com/news-release/2020/02/14/1985015/0/en/Fuel-Cell-Market-growth-predicted-at-13-till-2026-Revenue-to-cross-USD-9-Billion-mark-Global-Market-Insights-Inc.html

https://www.ed.ac.uk/transport/driving/eco-driving

With an unused years worth of cash in the loan facility, plus the recent placings, I don't see any need to raise any cash until the deals are in the bag and the MCap 2-3 times what it is now.

Also there is the prospect of the sale or licensing of the membrane, which could bring in a huge lump sum, meaning no fundraising will be required to scale up operations. With annual Nafion sales of $1.2bn, the sale of the membrane could be worth hundreds of millions.

I'll put my money on the tour stopping at the University of Edinburgh, as John Rennocks is linked to there.

https://uk.linkedin.com/in/john-rennocks-092baa4

I totally agree. The losses at CWR and ITM have not stopped them being valued above £500m.

AFC has very small losses in comparison. I think AFC should already be 3x the MCap it is now, based on the same reasoning.

What's held it back from that is the big seller (White family?) over the last 18 months, and the issue of funding until the loan facility was agreed, which can't have been used yet otherwise we'd have had an RNS, as the facility can be converted to stock.

ITM are wrong. They need to do proper research!

With cheap gas, fuel cell power stations with zero emissions are a possibility.

German industry talks up ‘carbon-free’ hydrogen from fossil gas

Under a tried and tested process called pyrolysis, natural gas is heated up to high temperatures in order to generate hydrogen. And the only residue left is carbon in a solid form – rather than in the gaseous form which is the main cause of global warming.

Another upside is the solid carbon that results from the pyrolysis process.

“Graphitic carbon is considered a critical raw material by the EU,” Abánades pointed out. But while Europe currently consumes 10% of the world’s carbon, it produces only 1% of it, he said, adding that Europe currently imports massive amounts of carbon from China, which represents 70% of the world’s production.

Graphitic carbon is used in traditional industries such as steelmaking. But it is also used in high-tech industries such as Li-ion battery production, or for producing innovative materials such as graphene, Abánades said.

“A new economy could come out from the availability of cheap and very pure carbon,” the Spanish researcher said, adding this could bring about a “new industrial revolution” while making natural gas “part of the circular economy.”

https://www.euractiv.com/section/energy-environment/news/german-industry-talks-up-carbon-free-hydrogen-from-fossil-gas/



Solar and Wind Power Can’t Compete With Gas That’s This Cheap

https://www.bnnbloomberg.ca/solar-and-wind-power-can-t-compete-with-gas-that-s-this-cheap-1.1390308

Adam Bond, CEO of AFC Energy said: ‘Generators in London, used on over 5000 building sites in the capital, currently cause more than 14.5% of the most dangerous form of diesel particulate,’

https://airqualitynews.com/2020/02/12/afc-energy-launches-hydrogen-powered-mobile-generator/

The White family selling out of AFC because they no longer have control, and currently have no plans to use fuel cells in their systems (yes it's an option in the plans, but they plan to provide the Hydrogen for Vehicles, as it's more lucrative than fuel cell power), it would explain why AFC wrote off the W2T stock.

Not the same thing as AFC are offering at all.

Those are battery packs attached to a generator. It's inferior to our system.

Ours is a battery pack and fuel cell. The generator can be turned off at low usage times and the fuel cell used instead. The generator only needs to run at times of peak power demand. You can't do that with just a battery pack.

And the other EV Charger is just a battery pack with no fuel cell, so you have to put something with it to generate the power such as solar, a grid connection, wind power, or a generator or fuel cell. It doesn't provide a fully integrated fuel cell system for zero emissions.

I think the White family have moved their money into PHE, as that is their baby now, as they have no control over AFC any more. That would explain the huge buying the sent the PHE price flying, whilst the AFC price stagnated for so long before it took off.

The roadshow and press coverage is not only presenting our products to people high up in companies, councils etc, it's also presenting the company.

These senior staff won't be short of a few Bob and may well note that AFC is a listed company.

Certainly appears to be building up towards a breakout next week.

Now gaining momentum!

Mouse?? Noise!! Stupid keyboard :-D

The mouse during the day from machinery and tools is not the main issue, it's the noise of generators at night, when there is no work going on at all.

I've been in since Feb 2008 so already a multi-bagger for me and took my original stake out many years ago, so now sitting on free stock, hence can wait as long as it takes.

However, having been a shareholder for almost all of its listed life, and followed it all of its listed life, I'd say right now we are in the best position we have ever been in as far as commercialisation goes.

We have an EV Charger that has been built to fill a significant unmet demand for off-grid needs and the clients are lined up.

We have a solution to diesel generators that has been built to fill what is a global opportunity to cut emissions wherever diesel generators are used, and there's a massive number of them in place and sold every year. This is also a halfway step to getting rid of diesel generators and replacing them with hydrogen generators over a 5-10 year period.

We have a membrane that can replace Nafion, this is another huge development and its value should not be underestimated. The value per annum of Nafion sales is over a billions dollars (1.2bn in 2018 and growing by CAGR of 8.5 percent from 2018 to 2022). With fuel cell and electrolysis sales likely to accelerate due to the climate change emergency, this is going to keep going up.

IMVHO we should be 3-4 times the MCap already, but we will get there and I'm quite happy to wait.

I stayed at a city hotel recently and the building site across the road had a generator running all night. Glad I always take ear plugs with me, as it was like having a snoring partner laying next to me!!