Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
I see this development as a new beginning:
Less dependent on Peel which seems to be experiencing its own problems.
We are free to raise finance independent of Peel.
Peel, on site will provide the plastic feed.
Hydrogen is in high demand commanding prices in excess of 20 dollars, an off-take agreement should present no difficulties, it is a question of finding the best fit to our operation.
HUI seems to be progressing full speed ahead in Ireland and Poland and have committed to PHE technology.
We now have two arrows to our bow and there is much less holding us back.
Dr. A. I have always valued your information and insights and sincerely wish you will reconsider and instead continue to contribute to this board.
As a long term investor I would be interested to see the interview. I have not found the link? Perhaps Dr A can help.
Can I add to Dr. A, I find your contributions to this BB very informative and stimulating. Without you many of us might have run out of patience. Please keep it up.
Interesting to note: I held an equal number of AVCT shares in my ISA and my SIPP under different brokers and requested 1000 excess shares in both. I was allocated 98 excess shares in my ISA and 242 shares in my SIPP.
What does that tell us?
re Kontik Sun 20:18 Interesting link to H2 Advisory grp.
Developments are moving very fast but these analyses will be overtaken by events especially geopolitical.
We learn that Saudi Arabia, UAE, Abu Dabi, even Egypt are developing plans to take advantage of the transition away from Oil into H2 produced via sunshine and electrolysis. I see efficiency developments in PV proceeding more rapidly than wind and will become the dominant source of inexpensive H2 within only a few years. The existing international oil transport infrastructure will be repurposed bit by bit to H2, the same for internal energy distribution. The oil refineries will be repurposed to H2 facilities, nearly all of this CO2 zero.
H2 on the world market will be cheaper than oil, and will become the dominant source for EV vehicle charging when not used directly in FCEVs. H2 will become the fuel of choice for energy storage and transport and industry.
The technology to enable all of this will be exportable to the world. We in the UK are in a good position to benefit from this technical transition through the likes of ITM, CWR, AFC and others. I hope the government and the companies themselves share my vision and understand that today's analyses will almost certainly be overtaken by events even short term.
Wyn you make a very important point and I appreciate it.
I do not expect the the current emergency to last a life time, perhaps a year or so.
Either the virus moves on to another variant, or we see developments of mass testing systems for events etc. which will displace home testing.
There is also the development of therapies which could change the picture.
Right now we have an emergency and costs need to be set against short term costs of damage to NHS, economy, society, etc
Re tests and therapies under development, Affimers seem to a preferred method of detection for many of them. - also good news for Avacta.
Thanks to Timster for his link to BBC (This thread Monday 11:11)
Interesting feature of the Omicron variant is the S-Gene drop out.
Does anyone know if Avacta can or will soon be able to detect the new variant?
Preliminary evidence (Fauci and others) suggests that Omicron develops in our lungs more quickly than Delta, and therefore spreads more rapidly, even displacing Delta in the population.
It also seems to be significantly less virulent, leading to the prospect of a reduction in hospitalisation - good news perhaps!
Or perhaps not?
If not, or may be in any case, we need frequent home testing more than ever.
As the virus develops rapidly in our lungs over night, I could see home testing becoming part of our nation's daily routine whereby we take our nasal swab before we clean our teeth, and by the time we are finished we already have the result, and the two percent or so of us who are positive, then know that they should isolate for the day at least.
I am not a medical expert so the above is my received wisdom taken from media and to no small extent from some of the more informed messages on this and similar message sites. My thanks to them.
PS.
Sensym Health (SENS) have developed an App that can be used to evidence that we have taken the home test as we go about our daily business and enable us to enjoy "freedom".
Alkin, the article you refer to is 2 years old and they seem not to have considered the possibility of producing Hydrogen from the Syngas, therefore ill informed.
DMG as I understand it, is technically much further developed, more efficient , makes better use of the Syngas produced. Dave Ryan has to be complemented for his foresight in his early work on the DMG process.
Alkin, the article you refer to is 2 years old and they seem not to have considered the possibility of producing Hydrogen from the Syngas, therefore ill informed.
DMG as I understand it, is technically much further developed, more efficient , makes better use of the Syngas produced. Dave Ryan has to be complemented for his foresight in his early work on the DMG process.
weedylan (15:01), Innova's sensitivity of 60% is probably not as disastrous as you think. My understanding is that sensitivity gives a measure of false positives. By way of illustration, if 2 in 100 people carry the virus and the test gives 50% false positives then you isolate 4 of those people. Two days later the test will free the two false positives and they can resume their activities.
Specificity on the other hand gives a measure of false negatives. Here is where you free up people who might be positive. For this reason specificity has to be higher, indeed near 100% to protect the public.
I hope that I have understood this correctly. in any case DYOR as always.
Just heard that Pfizer have announced a new pill found to be almost 90% effective in reducing hospitalisations in Covid trials.
Could this be the holy grail to finally dealing with this disease.
In any case more competition for Synairgen down the road. Need to get to market early.
Thank you Dr A. it s hugely interesting and important to know what is happening to the share options issued during periods of financial stress when the company could have folded were it not for the support of creditors.
Question:
with Kibo taking a majority financial interest in the Haverton SPV and Kibo being a UK company as opposed to an Irish (read European) company will this make it easier to obtain UK additional funding?
I note that EQT will continue to lead / manage the project in all its technical aspects while ownership is shared. It seems beneficial to me.
I am not an expert.