Member Info for Heath23

A couple from me... 1. Given the contribution DeNora has made to improving the electrodes is AFC able to continue improving them without a JDA in place? 2. Does AFC have the freedom to choose a manufacturing partner other than DeNora in the future (cost reduction) or are we now contractually obliged to use them. Thanks

Thanks Eddietheo and BumbleB - will try and contribute something.

Perhaps it relates to the proposed manufacturing agreement as the report cites AFC have strong intellectual property and DeNora electrodes will be used in AFC projects - ie AFC appear to still be owning the product. With the JDA being phased at some point it may end so manufacturing and supply going forward could be where DeNora are looking to benefit long term and recoup the funds they’ve put in.

Good stuff - couldn’t remember if it was construction or deconstruction!

Forever hopeful that’s the case - with the stack changes they have to construct 24 new ones which sounds like a lot of work as it’s probably mostly manual (have they got a construction robot?).

I have to look at the diagram again - I thought it was 4 Kores in a U-shape with 2 in line at the bottom of the U. Agree though - things could have moved on although whatever it is it's likely to be built around the 10kw stack for now.

The 1MW system is just 4 Kores linked together isn't it? If so the engineering required would seem quite simple. I'm thinking a bit of extra BoP to deal with the combination of supply and output from each but this would be over and above what is there for each Kore already. This makes the stack the building block of a Kore and the Kore a building block of larger systems. Is that fair?

Isn't a bit of heat good from a heat capture perspective anyway? I'm sure there's a limit when you start to add costs to cope with high temperatures but in the ranges AFC are working in this may not be a big factor.

Personally I'd like to see costs and benefits side by side before I start to get worried.

Unfortunately trust has eroded a bit since then Echoes so 3 times again will require something quite substantial to happen.

I'd sell if it feels like a nightmare - your health is more important. If you're not worried about your health get wasted every day and the end of March will soon come as that's when we've been told to expect more news.