RE: £500m / half a billion27 Dec 2020 11:09
Munch:
1: It’s a growth sector
2: It’s still cheap atm
3: AFC have an excellent product and there are further enhancements and other products to come.
4: They were approached by Ex E (a useful sideshow imho but certainly won’t do any harm)
5: ABB? (See no.4)
6: Acciona trial. Personally this is my favourite and could lead to multiple orders, especially if the building sector is obliged by regulatory bodies to use clean energy.
7: The sector is government backed, which as I’ve mentioned will likely lead to an insistence that green energy is used.
8: It will have a myriad of uses in sectors we haven’t even considered. Just imagine delivery drones charging midway to long distance drop-offs.
9: Find someone who works in this field and ask the right questions.
10: Large companies are playing catch-up. BP, Shell etc will all need to diversify or die. They might try to invent something themselves, but they’re already behind and whatever they come up with has to be a: needed b: materially different to something already in production and patented.
11: companies like ITM and AFC will be bought........at some point.