Member Info for KaChing

If I hear anything I'll let the BB know

Investor Presentation http://www.cleanairpower.com/pdfs/Investor_Presentation042013.pdf

It’s starting to feel like fuel cells for Telecom backup power is starting to gain some serious traction …………. So maybe this new ACTA Power product is coming at just the right time ………… and no other company at the moment can generate hydrogen onsite as cheaply as Acta ……… game on? “Ballard Power Systems (NASDAQ: BLDP)(TSX: BLD) today announced shipment of its 500th methanol-fuelled telecom backup power system, since the Company expanded its product line in August 2012. Ballard is strongly positioned as the leader in the fuel cell sector for telecom backup power systems, offering both ElectraGen™-ME liquid fuelled methanol systems as well as ElectraGen™-H2 gaseous hydrogen fuelled systems.” http://www.ballard.com/about-ballard/newsroom/news-releases/news04111301.aspx

Broker note http://www.equitydevelopment.co.uk/doc/1075.pdf

No I have not seen the ITM presentations yet, I'll catch up with them on the youtube link http://www.youtube.com/user/H2FCHannover

HB Markets take on the news ………. “Our view: Acta Power, the company’s back-up power system based on hydrogen generator technology could well be a game changer for the company as the product addresses the rapidly growing demand for back-up power systems for telecom base stations in Asia, which is now a key growth market for fuel cell systems. The combination of Acta and FutureE’s advanced capabilities will provide a high quality, powerful and cost effective product which could vastly enhance the progress and acceptance of hydrogen fuel cell systems as the next generation of UPS. The last one year has been a transformational period for Acta, during which it has signed five new marketing and distribution partnerships, launched eight new products and product modules, and has undertaken the first-time shipment of larger and more advanced electrolyser systems. Acta also welcomed Heliocentris as an investor and strategic partner, increasing its distribution into the educational market within Germany, Africa and the Middle East. Acta also partnered with MBR to rapidly expand its market across south-east Asia. Considering Acta’s unique set of patented technologies, robust order book, and the massive potential for back-up power systems in emerging markets, we believe the company is well poised to grow its commercial activities. We maintain a Speculative Buy rating on the stock.” http://www.proactiveinvestors.co.uk/columns/hb-markets/12626/hb-markets-breakfast-today-including-amur-minerals-and-acta-spa-12626.html

Yeah I heard him 10 .......... which is a leap of 7 from yesterday!

ActaCleanEnergy ‏@H2Acta 2m Today Acta presents Renewable Energy Storage and Telecom Backup Power System @H2FC_Hannover at 12:40. Livestream http://tinyurl.com/d4z27vc Listen to the CEO talking about the new product live at 11.40am UK time

This fits perfectly with today’s news http://www.fuelcells.org/wp-content/uploads/2013/04/Fuel-Cells-in-Storms.pdf

Yeah, I have been thinking about it and for it to be requested by customers implies that the customers are not Fuel Cell providers, they are end users i.e. Telecoms companies That’s a deviation from the business model of supplying electrolysers to fuel cell integrators like Future-E, Heliocentris, M-Field, MVS ………… now Acta it seems are not only supplying them with electrolysers to integrate and target the market, Acta are now going to compete with the whole system in the same market ………. I’m struggling to see the logic, unless they are not satisfied with the speed that their partners are moving and believe they can move quicker!!

Having followed Acta very closely over the last 14 months or so, I’m still a little confused by today’s RNS. They signed an agreement last year with Future-E to supply them with Acta’s electrolyser to integrate with the Future-E fuel cell product ……….. today’s RNS is basically that agreement in reverse, at the moment I don’t see the point of moving away from the Acta business model of supplying their electrolyser to fuel cell integrators. P Bert Acta’s CEO is speaking tomorrow at Hannover about this new product, so hopefully things will become clearer. You can watch the video link live using the link below and I think the time of the interview is 12.40 to 13.00 hours European time. http://www.h2fc-fair.com/pf/index.html O/T take a look at Mirada (MIRA) I think the market is oblivious to how important their new product and license fee model is ………..

A few photos of the Acta stand and crew at Hannover http://www.h2fc-fair.com/hm13/exhibitors/acta.html

I’m not really sure how to take this RNS; on the one hand they have a fully-fledged Back-up power unit with which to sell and it uses a Ballard Fuel Cell (some kind of deal with them I’ve been banging on about for a while now) On the other hand it’s a slight deviation from their business model and the unit surely already exists as Future-E’s Jupiter unit? At the moment I’m a little confused.

Told ya it was a Future E unit .......... http://www.investegate.co.uk/acta-s-p-a---acta-/rns/acta-launches-integrated-back-up-power-system/201304090700078604B/

This should be it http://www.h2fc-fair.com/pf/index.html

I presume the unit in the background is the New Acta Power unit …………. Which looks like a Future-E unit, which makes sense ActaCleanEnergy ‏@H2Acta 1h The Hannover Messe has started! Come and see Acta at booth B59 in Hall 27 @H2FC_Hannover pic.twitter.com/n4PwUV3Sem If the link doesn’t work you’ll need to copy and paste the last bit from pic.twitter onwards into your web bar

Well I sold out, it was always my intention to sell after the results and not before because I was hoping the market would see them positively ……….. made a profit, albeit smaller now, but that’s life. Selling WSG yesterday was an astute move ……. not! LOL

Snap!

Well everything is going in the right direction ………. 300 units during 2012 (we knew that) and 150+ already ordered in the first quarter of this year Group revenue increased by 73% to £7.94m, (2011: £4.59m) Revenue from Dual-Fuel™ division increased by 101% to £6.64m, (2011: £3.30m Gross profit increased to £3.52m (2011: £2.56m), driven by Dual-Fuel™ systems and development revenue “Our momentum has continued into the start of 2013 with customers having already placed more than 150 new orders either with Clean Air Power or our European OEM partner for Dual-Fuel™ systems.”

Well I sold 23,200 WSG for a 12%gain (not showing yet) and bought another 80k here in 3 lots just gone through at 11.025p ……….. I don’t normally do this, but a little fun doesn’t hurt once in a while ………… let’s see what tomorrow brings.