Member Info for Maninshed

Anyone been counting these since the RNS?

Second to last para should read ‘a borehole was sited’ surely rather than ‘sighted’.

Sounds like they just found one hanging around!

A fund raise just for cash flow reasons wouldn’t be good but one attached to a warranty and contract/JV with De Nora would signal the start of the commercial phase proper.

Initial deposit received. No figures mentioned but it should cover the initial costs after which order expected.

Not ‘efficiently priced’ as Cooperman would put it.

I wonder if we'll see more of these stories as the price of vanadium rises. When the going gets tough ..... make it up as they say in the German car industry.

Could have been what caused Tuesday's crash in order to fill them.

Just referred to lithium but did discuss additions to it for extra mileage but no specific mention of any other elements.

A very large buy well below the opening price being worked?

Absolutely nothing in the last two RNS's justifies this.

Following the successful validation of the engineering basis of design and the progress with De Nora we are now ready to engage with partners to progress the planning of mass manufacture of our fuel cell stacks and systems to meet growing demand.

I'm hoping that we are over the news drought. Today's RNS along with last week's seems to open up the possibility of news across a number of different markets.

Well I'm hedging my bets on batteries ZakTA as I'm in BMN. Plenty of room for both hydrogen and other types of battery. I'll agree that Musk was wrong but only that he should have used vanadium not lithium. Far more reliable.

I'm also wondering if this is the first of a number of 'demonstration contracts' across a range of sectors. Real contracts with real payments but great PR towards the rest of a sector. If so we have to hope that the Chlor-Alkali demonstration contract isn't far off. Perhaps with an older MOU or a new unknown one.

I raised this thought yesterday but I didn't see any response in all the excitement.

The RNS refers to an order being placed for a Hydrogen power generation unit. I'm just wondering if this is how we are going to be referring to our fuel cells in future. The name says what it does on the tin and pushes the 'what's a fuel cell?' bit further down the line. Then again the people that would be placing the orders would know what a fuel cell is anyway. It would certainly be clearer about the nature of the business to those investors who don't know what a fuel cell is* (*Winks to Notes)

Perhaps Western and Eastern oil are waiting in the wings beach!

The order received for the Company's fuel cell system reflects the first stages of a growing pipeline of commercial fuel cell projects in country and validates the opportunities we believe to be emerging in the Australian hydrogen market. Today's order from Southern Oil is a strong validation of the progression AFC Energy has made over the past few years and provides a strong cornerstone in the Company's commercialisation activities that are well underway."

This doesn't sound like the only interest they have from this market.

MOU's now too trivial to bother the shareholders with?!

I know we feel they've been devalued due to nothing happening after but it does at least give the market the idea that the 'pipeline' of contacts isn't imaginary!

Is Hydrogen Power Generation Unit the new name for Kore?

Sure, De Nora aren't a charity but I doubt that even AIM would allow a written agreement without informing the market. We've never successfully got out of anyone the nature of this deal.

"The completion of Phase Two of the expansion plan is an important milestone on the Company's journey to a 5,000 mtV per annum production capacity and beyond.''

'And beyond'

Helpfully reminding the market of just how much we're producing and what price we're getting for it. Should steady the ship.

It was doing this yesterday as well.

Thanks. I’ll take a look. I used to like the ii board where the price updated automatically and you could see the (delayed) trades go through but this new format seems to need refreshing.