Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
This article was released....ABB proof of concept with Ammonia Cracker .....you would think a lot should have happened in a year ... https://datacenternews.asia/amp/story/abb-unlocks-sustainable-energy-upgrades-for-data-centers
This is the 100kW PEM system that Acciona had on trial last year .... just for a sense of scale with the new AFC 100kW system .. https://www.acciona-me.com/updates/news/acciona-operates-a-tower-crane-based-on-a-portable-zero-emission-electricity-generator-based-on-hydrogen/?_adin=02021864894
The only clue is some photos from the April 2022 AGM presentation page 35 .... a 3rd party system or the AFC cracker .....a much larger cracker than that ZBT cracker they used for the Alkammonia trials ..... https://www.afcenergy.com/media/h2rjqfwx/afc-energy-agm-presentation-7-april-2022-_final.pdf
It has been 10 months since ABB announced the completion of proof of concept trials with the AFC Ammonia based fuel cell system ......AFC chose not to mention this ......so was this done with a 3rd party Ammonia cracker or was this done with the AFC developed Ammonia cracker .....The usual route with a new AFC product launch is to show new product on Twitter /Linkedin ....
haggismchaggis
Dr Mike Rendall has been working on the Ammonia Cracker since he arrived at AFC .....you must remember his chat at the capital markets event in May 2021 .....improving the system from Diverse Energy were AFC now own the IP... "Acquired asset and intellectual property of Diverse Energy plc ("Diverse Energy"), to complement AFC Energy's European Union ("EU") funded ammonia-fed fuel system project "
Agree.....but you were debating the 200kW system ......if you follow this board closely you will know that 2 posters have made it known that the system has been delivered .....so you can believe that or ignore it .....your choice.
DW ....Re read the RNS 16th Nov 2021 .....in there it clearly states " Contracted delivery of "S" Series 200kW system scheduled for early 2023 " ..... " 200kW "S" Series product specification to complement parallel use cases in data centres, heavy duty motive (such maritime) and off-grid power markets where ABB and AFC Energy are also collaborating " .. https://www.lse.co.uk/rns/AFC/abb-sale-and-development-agreement-pxu16fri90ntdkv.html
The impression i am getting from all this is that Enowa have paid big bucks to be part of the Extreme E circus ......Enowa have most likely paid for that ENERGYS system and have adorned it with their own Enowa logos .....It would be more than appropriate for AB to let shareholders know why Enowa claimed the AFC system as their own .......
In the footnote from the last RNS ....Power Tower update ....AB states " We continue to see growth in our pipeline for 2023 and look forwards to working with new customers, both here and across Europe, to affirm hydrogen's role in supporting the decarbonisation of hard to abate sectors like construction." .....New customers across Europe caught my eye ....we know ABB ....we know Acciona ...so who could be the new customers ? ....is this why Robin Koeken is based in the Netherlands ?.....The silence cannot last much longer .
There is also a second drone flyby of that site from November 2022 ..... may help clear things up .... https://www.youtube.com/watch?v=k0hSiIJik9g
haggismchaggis1.
The only real clue we have been given was that " The Power Tower will power onsite cabins and is the first hydrogen fuel cell deployment undertaken by Kier " .....so i would expect the Power Tower to be sited near to the offices / welfare cabins .....possibly next to the parking area for some EV charging if that is also part of the KIer plan .....similar set-up to what we have seen at the Keltbray site ......Extremely unlikely they will set-up the Power Tower inside that new steel structure HSE would have a field day there ......you have to remember also the storage of the Hydrogen Cylinders and access to said Cylinders and Hydrogen piping to the Power Tower .... all needs to be clear of potential trips, slips and falls ....and surrounded with safety fencing and warning signs ....both in evidence at the Acciona site and the Keltbray site.....the only option i could see for the Power Tower site was the car park/offices @ 0-23 seconds top left hand side of screen.... and it is not there .....maybe the case studies will appear on the website and all will be revealed ......Taylor Woodrow site .....Little Barford Power Station ?
Garonne
In the 4 year period that you are using as some form of reference ......the share price rose from 4p at the time of the 2019 AGM to over 80p and at some point you admit to selling out at 76p .......so clearly not stagnant....you then decided to reinvest some of your profit in the company that for years you have shown so little faith in .....i do find that a bit odd.