Member Info for rob12

There are a few of us who do. I have a few in here and I may leave them long term. Viagra royalties in 3 years time + sartan generics etc etc

We are proceeding with the farm-out of Thali as planned and we now have interest from several parties. We are hoping to bring those discussions to a conclusion quickly.

We are expecting significant news from Onzima's tie up 49% owned N4 pharma. Nigel Theobald from N4 tweeted a cryptic clue end August & has gone uncharacteristically quiet. The news we are expecting is a JV with a large Pharma Company to carry out Bioequivalent Studies with our sildenafil reformulation which acts within 15 mins compared to 60 mins for the original Viagra. We have other patents in the pipe valsartan and losartan, antihypertensives/ heart drugs. Jvs at a later date. Compared to piers we are well undervalued.

Good to get some newbies on board. Few here holding patiently.

Think that was what was posted at 7.22. Potential to become a 500 million pound company.

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to see a few new posters. I think a few investors are waiting for confirmation of larger orders before committing. From the RNS sometime in the next 2-3 months we should see a significant order. ''The Company expects that the initial multiple-unit orders for Acta Power systems will be signed by mid-2014'' West I think I have pointed out on a few occassions the difference in the market cap between ACTA and some of the other fuel cell companies- particularly ITM which is the most similar to us. I am not sure of the reason for this.

Hi Bumble, I think the point is ACTA are utilising Alkaline fuel cell technology for their electrolyser. Which means it will be the cheapest electrolyser in the world. We have got Relion partnership, + soon capacity for 40 electrolysers per month. We suspect Ballard may start using the ACTA electrolyser -I think they will. Anyway we Need a few good orders but I think they will come. We have 5 trials at various stages. You know I think AFC will be ok but its a it too słów (slower than ACTA) at ramping up production. You would be better putting you money in CAP for example. Roman is in there too. They are manufacturing something like 200-250 dual fuel engines a year market cap 20million etc etc (I dont own CAP shares at present by the way) Good luck with AFC . By the time they get that robot in and then validated and then planning permission for their waste to energy plant it will be a few more Christmases before the previous CEOs prophecy "gigawatts by Christmas" will be fulfilled. ....Before I stop ranting here is another example. Alkane energy -they use methane from disused coal mines. They have around 90-100mw capacity. They also have shale and I am sure their market cap is less than AFC. Anyway Bumble. I suggest you keep an eye on ACTA. Watch too see If we get any sizable orders. 50-100. At that point you may like to join us here. As at that point we would be clearly undervalued. Compare with ITM. Bye for now.

Nothing new but a few points worth repeating. John Lidderdale from logan energy once said there will be a market for all types of fuel cells. It is generally accepted within the industry that alkaline fuel cells are the cheapest. The only two alkaline fuel cell companies I know of are ACTA and AFC energy. AFC require industrial quantities of hydrogen for their fuel cells. The hydrogen comes from chloro alkali/ organic waste industry/ reforming natural gas. The ACTA electroliser is the reverse of the fuel cell and although it is too early to say I think the technology could be pivotal for the hydrogen economy not just back up power. Although we dont have figures required for breakeven etc ACTA have been consistent in saying their price is approx half of any other electrolyser. We also know that by H2 they will have capacity for 40per month. Compare with AFC they Need 20 Mw for breakeven (Peet report) Much slower at ramping up production. I am guessing here but maybe 1-2 Mw this year who knows. So we will just have to wait and see what happens with ACTA but If you look at what is happening logically without any emotions things seem to be coming together. Think ALW51 was at the MWC .... any nuggets of information. Better stop ramping.

Once again, thanks for the informative posts. Need to sign up for the newsletter. Think you are correct. By linking up with Relion ACTA have quite simply bypassed Ballard. And they will have no choice but to use the ACTA electrolyser. Think of the inconvenience of carting bottles of hydrogen or methanol all over the płace. Nobody is going to be buying Ballard.

Looks as though there are grants going in the US. ?30%. Maybe somebody could email ACTA for clarification. Is this for a single instillation or multiple installation. I only copied from the Ballard website last week.

Telecom Backup Power from the Ballard Website Our ElectraGen™ fuel cell power generation systems, fuelled by either direct hydrogen or methanol ElectraGen™-H2 Fuel Cell System 20000 usd = £12187.8 ElectraGen™-ME FUEL CELL SOLUTION: Methanol Fuel Cell System $36,000 (installed) = £ 21938 We will assume the installation is at a single site in the United States, taking advantage of the Federal investment tax credit of up to 30% of the fuel cell system purchase price (up to $3,000 USD/kW) ................................................................................................................................... 2400 Telecom BACKUP Power systems shipped to date (Ballard Investor Presentation – October 13) ……………………………………………………………………………................. Acta Power, incorporates low cost hydrogen generation onsite, thus avoiding the cost and logistical barriers of hydrogen delivery to base stations in remote or inaccessible locations. €30,000-€40,000, depending on specification €30,000 approx £ 25000 ………………………………………………………………..

Acta S.p.A. Update affirms Acta Power progress Acta S.p.A. is a developer and manufacturer of a range of clean energy products. Trading and business update Within less than a year from its launch in April 2013, Acta Power - the hydrogen battery - has gained strong traction with telecommunications operators in several parts of the world. Particularly suited as a back-up power system for mobile base stations in poor-grid and off-grid applications, where it offers a more efficient and less costly solution than traditional batteries and gen-sets, especially when generating hydrogen in-situ to supply a fuel cell. Acta has reported strong interest in customer trials for Acta Power, and to date has sold five units, with two in final evaluation stages and a further two shortly to enter live site evaluation. Currently Acta is negotiating larger network installations for evaluation, with up to 150 units per customer network expected. With each Acta Power unit valued at a list price of €35,000 each, it is a simple calculation to appreciate the significant scale of potential revenues. Indications from its partners point to a likely granting of approved product certification for the system in Q2 2014, with network evaluation contracts to follow. There may be some disappointment that sales growth is not materialising sooner, but with any new product there are often delays. Importantly, Acta reports that CE Certification was secured before year – end, allowing for rapid commercial roll-out once reviews are completed. In order to meet the anticipated demand, Acta's production capacity is being increased to 40 Acta Power systems per month for H2 2014. Having ended the year to 31 December 2013 with a relatively comfortable Euro 2.1m net cash position, the company looks to us favourably positioned to benefit from the expected roll-out of Acta Power systems. CEO, Paolo Bert, summarised this neatly in the news release saying: "The launch of the Acta Power system in 2013 has been a significant milestone for the Company and has enhanced Acta's brand profile in the marketplace and greatly increased its commercial opportunities’’

http://www.*****************/equity-development-acta-spa-update-affirms-acta-power-progress/

27 March 2013 Distribution Agreement with MVS India's largest supplier of industrial gas equipment and solutions, for the distribution of Acta's electrolysers, in India. ………………………………………………………………………….. 9 April 2013 Launch back-up power system for the telecommunications Acta Power €30,000-€40,000, depending on specification. The Company estimates that this price is less than half the current selling price of comparable systems based on a fuel cell with standard PEM electrolyser ………………………………………………………………………….. 8 May 2013 repeat orders from an existing customer for EL500R electrolysers, a repeat order for a smaller electrolyser from Asia Pacific Fuel Cell Technologies ("APFCT"), and five confirmed orders for electrolysers and other products from new customers …………………………………………………………………………… 22 May 2013 first sale of Acta Power back-up power system, with a major international mobile telecoms company, at a base station located in Africa. ………………………………………………………………………….. 05 September 2013 Distribution Partnership with Shanghai Sunwise Energy Chinese back-up power and energy storage markets. (Battery sales to the Chinese telecoms industry are currently valued at $4.7 bn to $7.8 bn per annum (Fuel Cell Today, China) .……………………………………………. 17 September 2013 Second Acta Power Trial in Philippines ………………………………………………………………………. 24 September 2013 Repeat Sale The system is to be installed in Africa at a base station of a major international mobile telecoms company

I had sold out 2 weeks ago-traitor. Bargains elsewhere. Also-One unanswered question was could they cope with a significant order. This has been answered today. Capacity for 40 units a month which equates to 1.2- 1.5million pounds per month revenue. Remember Ka posting Ballards figures. Something like 60/ month Backup power units. Also in line with Octobers equity report. So I have bought Back in today . ACTA have done really well. Still think they will be One of the first fuel cell companies to be profitable. Famous last words. Cant go wrong at this price.

Lind That will alw51 back in. Happy new year every one.

Although its not an order- todays RNS helps with confidence in the product. Quality Assurance and all that. It is important in terms of helping win that Big order.

€30,000 - €40,000 for a 4kW, 1m3 system suitable for base station applications, the capital cost is approximately half the current selling price of comparable systems using a fuel cell and standard PEM electrolyser (Nb the repeat order to Africa was 2kw so this unit will be more competitive) More than 50,000 telecom base stations per annum are currently being installed in China, India, Indonesia and SE Asia, and a growing proportion of these are in off-grid locations where the Acta estimated sales 100 to 250 units over the next 12 to 18 months (this report was 6 months ago so this means over the next 6 to 12 months)

any newbies Listed on AIM October 2005 Eight years as a global leader of clean-tech R&D Strategic commercial development in 2013: the Acta Power Storage is the achilles heel of the renewable energy industry • Market size: €1bn p.a. at present. Forecast €10 bn p.a. by 2020 (BCG) Large and fast-growing market opportunity • China, India, SE Asia, Australia • Acta Power trials in progress: 5 live site trials announced • First Acta Power repeat order announced 24 Sept 2013 • Full scale evaluation trials under discussion for 2014 deployment • Partner trials in progress: back-up power and light electric vehicle • Partner adoption: Repeat orders increasing