Member Info for Heath23

Garonne - the results will contain a detailed update. See previous years...

From the end of March we should have capacity for 2 a week so they are covering this element off - BKs capacity is far more than this. Just need the volume of orders but I think we need to wait for Acciona trials and ABB reviews before we see them.

Marley - take a look at last years results RNS. It contains a wealth of information and detail we wouldn’t have had before. I’m not saying that it will contain directly price altering information but it gives a lot away in terms of the work going on in the background and what we can expect or extrapolate. Also being in a closed period it will unblock positive news flow so I’m hoping we start to see an uplift in this soon after.

And one of them was mine! (Buy of course)

Well we’re unlikely to get any share price sensitive news until after the results so any movement will be sentiment based only. We could however hear some good news after the results so looking forward to next week.

He has a crystal ball Oggs, or a link to tradegate

It is an electrolyser but we know very little about it other than AFC are supplying it. Hopefully we’ll get to see more of it soon - could it be using Alkamem for example?

Totally agree beach - when I first invested we were trying to get 240kw out of a stationary Kore. Now we’ve just put a mobile system on a boat to support a new racing series. You couldn’t make it up, but a huge achievement.

I couldn’t think of a stupider thing to say if I tried

Great advice lostinspace - and you made £60k profit in how long a period?

What a surprise - DW moaning again

I doubt AFC had any choice as to whether they were mentioned or shown so no point having a go at them.

EE first, then we’ll get our exposure - it’ll all be well planned out. People will start to look now.

The cynic in me says the bid is upped to catch a few early birds based on the trade gate action and then it’s dropped soon after - I try and avoid buying AFC early doors anyway as you tend to get stung. An RNS day is different of course, but then you get doubly stung!

Ah - so you get RNSs earlier than us then DW? More thinking time, of course.

Buying when it dips again is definitely the right strategy. Now all you’ve got to do is predict when the dip is, and at what price. Good luck!

Easy to achieve with today’s IoT offerings. They could continuously monitor every deployment and proactively identify issues, and either rectify them remotely or shut them down to avoid damage. I worked with a bloke who worked out when oil rig drill bits were going to fail based on the vibration patterns. By stopping the drill and replacing it before it broke it saved them having to drill out the broken drill- rather costly!

I thought there was mention of solar being used on the boat while they travelled from place to place. There’s been no mention of crackers going aboard so I think ammonia is unlikely - they would also need to take enough of the stuff, and green ammonia at that to service all the races and avoid it not been carbon free. I can’t imagine they will have sorted out green ammonia in all locations.

Interesting presentation from ABB re data centre power and a bit at the end on their smart grid.

https://library.e.abb.com/public/ffa3a0ef7d7245b79807eeae2eaf7879/How%20data%20centers%20can%20minimize%20their%20energy%20use.pdf?x-sign=R8YCICr6YAnvf/mxSF8tGUpTj/655GX+QUU4eDwG8XOUg/cV3xioyNXkfb06MSio

AB did mention they were getting a lot of enquiries about home backup power. Although not a current offering I wouldn’t be surprised to see them look at this once the S-type is ready.