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BB3,
Anything on where the 100kW is heading? And why testing was done at IAV?
Ah yes, that's the one I was thinking of!
Possibly Enapter, but Dr Varcoe sourced it and he's involved in global AEM projects, he knows and collaborates with companies and universities all over the world, and references other developers IP in his research, so could be from anywhere really.
Could be these, as it says applicable to Fuel Cells.
https://www.versogen.com/revolutionary-anion-exchange-membranes/
Guitarman18,
Great, thanks for letting us know!
I think ABB clients are screaming out for these systems, that's why ABB chucked millions at AFC to fast track the 200kW ahead of the development of Alkamem.
Klunk,
I am fairly sure that during an interview one of the AFC guys mentioned trials with broadcasting and events, the video where the showed the solar panels and hydrogen storage.
That it's been highlighted with no announcement may suggest they are making good progress on that front.
I'd say no point putting Mace in the case studies unless we were still in with a shout there. It would be like showing everyone holiday pictures of you with your ex that just left you LOL.
Highest volume since the 150m in December 22.
The average price since December 22 is around 0.35 so it should easily get back to that.
Prior to that the price was bouncing between 0.4 and 0.6 for two years.
I am of the opinion that certain people have been told that the deal is viewed as definitely going ahead, and what's left of the due diligence isn't likely to throw any spanners in the works.
I'd say it's unlikely that people would chuck big money at this stock unless they were say 99.99% confident of a good outcome, which you would never be from even the rosiest of rose tinted glasses, only from the right information from people in the know.
Thanks BB3, that's what I thought they had done, so it's good to have that confirmed!
Klunk,
Mace are in the case studies. There's only room for a few in the other slide, so my thinking is they used that space to let us know about Balfour Beatty.
"“Supporting HS2 with its low carbon grid temporary ” aspirations the electricity generated by the AFC Energy unit is a reminder to our workforce of the need to put decarbonisation at the forefront of our industry’s thinking.”
"Ben Wheeldon, Programme Director for Mace Dragados joint venture for HS2"
Also, Vinci are definitely on board I'd say, from their comment.
"We are pleased to be working with AFC Energy to support our plan to reduce emissions by 40% by 2030”
"Andrew Thomsett Plant & Fleet Director, VINCI Construction Management"
Klunk,
Look at the hire companies. None previously linked, but they must have given AFC approval to use their branding, which means they are on the list of 'hire company commitments'.
Search LinkedIn, there's a few in high paid positions that could afford to invest big and bold.
Definitely a buy then!
All looking great!!
"Hire company commitments" is great to hear. And targeting sales to hire companies this year must be based on those commitments.
The vast majority of their questions aren't issues, just things they dream up to cause uncertainty and have no bearing on the success of the company, so won't get asked, however I do agree that some questions or claims should be submitted, and in this respect I suggest genuine shareholders ask the questions, because we know that the bashers won't ask any questions.
We could start with:
"Does the S+ Series use AFC's Alkamem Membrane" and if not "Is Alkamem still viable and how long before it is out of R&D and into commercial trials"
Great opportunity to ask questions.
Q: Will the bashers ask questions?
A: Of course they won't ask questions, They ask all their pointless questions on here because they know investors can't answer them, as they don't have inside information. They never ask the company because answers and clarity for investors are the last things they want, what they want is to spread fear and doubt through disinformation and scaremongering.
_____________________________________
AFC Energy (AIM: AFC), a leading provider of hydrogen power generation technologies, is pleased to announce that Adam Bond, Chief Executive Officer, and Peter Dixon-Clarke, Chief Financial Officer, will provide a live presentation via Investor Meet Company on Friday 5 May 2023, at 1.00pm BST.
The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9.00am the day before the meeting or at any time during the live presentation.
Investors can sign up to Investor Meet Company for free and add to meet AFC ENERGY PLC via:
https://www.investormeetcompany.com/afc-energy-plc/register-investor
Investors who already follow AFC ENERGY PLC on the Investor Meet Company platform will automatically be invited.
UJO could loan them the cash to get the well drilled ASAP, getting it back when the Shell payments are received.
Given the significant technical analysis that has been completed to date, culminating in the JV partnership agreeing the well path for WN B-2 and the emergence of the Crawberry Hill opportunity, and in line with prudent risk management, Rathlin has decided to reduce its significant working interest position in PEDL 183 with the aim of potentially bringing in an industry partner to participate in drilling on PEDL 183.
Rathlin holds a 66.67% licence interest in and is operator of PEDL 183. Reabold has a ca. 56% economic interest in PEDL 183 via its 16.665% direct licence interest and through its ca. 59% equity ownership of Rathlin. Reabold is sufficiently funded for its 16.665% direct share of the costs for this well with its existing cash resources.
Should Rathlin's efforts to reduce their working interest position not fully meet their objective, Reabold could provide additional funding for Rathlin upon receipt of the second tranche payment from Shell relating to the sale of the Victory asset, which would allow WN B-2 to be drilled at the earliest opportunity, subject to Environment Agency permit approvals and rig availability. The exact timing and amount of the second tranche payment from Shell is currently uncertain, however the second tranche payment will be ca. £9.5 million, assuming the development and production consent for the Victory gas field is secured from the North Sea Transition Authority by 1 December 2023. If consent has not been received by this date, then Reabold expects to receive £5.2 million within 3 business days of this date, with the balancing payment to come at a later consent date. The net proceeds to be received by Reabold would be sufficient to meet Rathlin's share of the drilling costs of WN B-2, leaving Reabold financial flexibility for its capital allocation strategy of balancing portfolio investment with shareholder returns.
BaS,
Bearing in mind the number of PEM systems already installed globally, an Ammonia Cracker that is compact, on demand and high purity, would offer a route to much cheaper OPEX going forward that having 5x9's Hydrogen delivered. Then you have all the other industrial uses of Hydrogen, vehicle fuelling, marine, etc.
Based on that, the Ammonia Cracker could be a really big earner for AFC.
https://polaris.brighterir.com/public/reabold_resources/news/rns/story/xlej1gw
Ok, thanks.
Interesting that they are involved in airports, as airports are trying to get rid of anything Diesel airside.
https://www.airdat.org/2022/09/29/improve-airside-carbon-footprint/
20,000,000
At 17:39
At 0.248p
BUY!!