Member Info for Moab

From Amusementnow's post 5-7-25

"Spanish hydrogen solutions provider H2SITE has secured funding from the EIC (European Innovation Council) Accelerator program to deploy its flagship ammonia cracking unit at a port in North-West Europe.

Courtesy of H2SITE

Said to be the “first of its kind”, the ammonia cracking unit is capable of producing 1 ton of hydrogen per day based on H2SITE’s proprietary palladium-based membrane reactor technology, which enables the simultaneous catalytic decomposition of ammonia and selective hydrogen separation within a single unit.

According to H2SITE, some of the advantages of its technology include lowest levelized cost of hydrogen (LCOH) from ammonia, reduced energy consumption, high-purity hydrogen output, and compact and modular design.

So real competition here: 'First of its kind' 'Lowest levelised cost of H2', etc,.

AFC needs to get on with it.

Cracking news. Seriously, what is special about AFC cracking technology? Can someone explain to a non-tecchy, please?

I repeat: to go to 40tpd from a demo unit of 1 tpd is one hell of a leap of faith. I hope this huge increase in scale has been verified by independent engineers.

Even Carrot is lost for words...........

Did anyone bother to turn up and ask any (carefully curated) questions?

I have no idea how my previous appeared twice; apologies.

Should there be reservations about moving from a 1 tpd demo unit to 40 tpd unit? I am not an engineer, but it seems that increasing size / output by a factor of 40 might not be straightforward, and were it to fail , it would be the end of PHE.

Should there be reservations about moving from a 1 tpd demo unit to 40 tpd unit? I am not an engineer, but it seems that increasing size / output by a factor of 40 might not be straightforward, and were it to fail , it would be the end of PHE.

Thanks for this, Marble. it makes sense, which is more than I can say for the immediate response.

C-News

Sure, but some/all of these figures are entirely speculative / wishful thinking / pie in the sky. I admire your optimism and hope you are even 10% right

TG2D

Your AI assessment (summary below) is, sadly, pie in sky. Trebles all round if it turns out to be right!

"A strategic acquirer would likely need to offer £1.00–£1.40 per share (4.5x–6.5x premium) to secure board and institutional support. This reflects platform uniqueness, pharma alignment, and prior capital raise benchmarks. Current £22.5m market cap is a significant mispricing versus strategic value."

Iolhead

Quote me a negative post that is not entirely factual.

11 of the last 13 posts have been by the Carrot. Rinse and repeat ad nauseam.

Absolutely nothing new, just space-filling narcissism.

FFS give us all a rest until there really is something worth saying.

Constructive News

Could you kindly give a quick overview about the AFC cracker technology that makes it so special / attractive?

Thanks

The wide-ranging discussion about other outfits sums up present PHE prospects; SFA happening so let's talk about the others.

Sad, but true. PHE presently in the doldrums, despite Swazer's efforts

Drums

I am not sure you are right about the ctDNA. I think Illumina will have proprietary techniques for analysis of the DNA fragments ( ? eg AI) , that is, making sense of DNA fragments of varying length in order to obtain insights into the tumour. I do not think AGL can do this except, perhaps on licence from Illumina, but I may be wrong about this. Likewise Illumina need AGL in order to use Parsortix. So, as others have said, a joint approach would seem to be a win win for both outfits

Carrot

But why now; nothing I have written is new?

Drum

CTCs cannot be extracted from all patients. Only those who are metastasising, and thus have CTS in the circulation. Not all metastasis is via blood stream and some could be simply via lymphatics. Some, of course, is just extracapsular, or local spread. There is simply no comparison to be made between the cDNA approach, looking for useful scraps of tumour DNA in the haystack of plasma, and the precise extraction of a tumour cell from plasma via Parsortix, but ONLY only when the CTS are there to extract. The two techniques are complimentary; at least, Newman and AGL hope so. There is a lot riding on it for AGL holders.

Drums

I don't think there is an easy answer to your question. But note that the two tests are completely different in scope, and are perhaps more productive when combined.

Underwhelming! That is too strong a word! No reason for any optimism whatsoever in this carefully worded RNS.