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Agreed - I’d like to think that the L series has a strong future ahead in specific markets and we have no reason to suggest that this is not the case other than recent news covers the S series. Hopefully the L series will still have clearly defined markets and not necessarily a stop gap if the solution does not require such an energy dense solution. I think AFC have a lot of news to tell us and it’s beginning to unfold. Fingers crossed we get clarity over the remaining days of 2021.

Agusta - look forward to some of the related articles you refer to, thanks.

ABs pop at UK government prior to COP26 now makes total sense. Boris et al (and any opposition) haven’t a clue what’s actually going on in their own back yard with businesses like AFC leading the charge. It’s so short sighted and makes government look like buffoons from an episode of Dad’s Army. Why would they have AFC demo’ing to Prince Charles but not invite them to charge the fleet of EVs or electric buses ?
AFC will indeed move forward without government support and hopefully flourish into a £multibillion organisation over time.

The scope for the marine and possibly defence (as we hopefully discover later this month) projects is very exciting indeed. I would like to understand whether L systems are still viable or whether the case for the S series is so compelling it’s worth the short wait to full validation and production scale up.

B&S - the ships already have fuel storage and no doubt help in balancing the ship. Wouldn’t they just refurb the existing fuel tanks to house ammonia instead of diesel ?

DW I meant that as a country they’re always ahead of the field trying to get as clean as possible so this is another major step forward, regardless of their capability to do the work. This could of course start the regeneration of old shipyards to ramp up retrofit engineering companies. Just a thought

Hi Agusta- hope you’re well ? Excellent news for AFC today but great for Norway too with so much dependence on shipping.

Expand this throughout the rest of the world and the market potential for AFC is enormous! Even if we get a percentage of the new build and retrofit market!

What we’re clearly seeing here is the business divisions that AFC have clearly articulated steadily emerging such as..
Maritime
EV charging off grid
Diesel genset replacement
Data Centre back-up power.

It wouldn’t surprise me to see other such announcements coming along in the coming days but that’s wishful thinking on my part.

It does make me think more seriously now though that the S series is a lot more advanced than perhaps we previously thought and whether diesel gensets for Mace etc might in fact be S series and hence delayed news. Again, speculation on my part.
Great news and well done AFC!

This is good news and good to see AFC seeing the benefit of this new tech early doors.

We know from COP26 that methane is to radically reduced around the world as it’s a primary contributor to climate change. What the article didn’t specify is that Hiiroc’s tech produces carbon black as it’s by-product which can be sold as a valuable commodity in itself or easily and safely buried as a powder.

I’m now thinking that common sense doesn’t prevail on this board and in fact many posters are all in cahoots filling up the forum with nonsense by responding to one or two “characters”.
I think I’ll do as I’ve done in previous years at such times and walk away until more substantive news comes our way.

Disturbing but probably not too surprising!

Source: Edie

Just 7% of large carmakers and 2% of large electric utility firms are decarbonising at the pace required to avert the worst impacts of the climate crisis, according to a major new analysis of 80 corporates out today (24 November).

https://www.edie.net/news/6/Almost-all-electric-utility-firms-and-carmakers-failing-to-decarbonise-in-line-with-1-5C--damning-report-reveals/?utm_source=dailynewsletter,%20AdestraCampaign&utm_medium=email,%20Email&utm_content=news&utm_campaign=dailynewsletter,%20edie.net%20daily%20newsletter%20ediedaily-24-11-2021

Good to see AFC getting top story in Hydrogen Fuel News weekly summary

https://www.hydrogenfuelnews.com/hydrogen-fuel-cells-afc-abb/8549507/?mc_cid=f5cf2a4c17&mc_eid=4b8d3b2f9e

Haggis- don’t forget Acciona, Mace, Juelich updates and of course demo to Prince Charles!

Totally agree B&S.
One positive I gleaned from the interview was 1.55mins into the interview “the actual building of the technology is not as long as that “ when discussing early’23. It could be that the solid cells are more advanced than we think and our other partners could in fact switch to the solid cells? Or, as you state, they could progress with the liquid cell in the interim. It’s the many clients that ABB have worldwide that has resulted in early ‘23 delivery for ABB.

As ever, too many questions left unanswered after such a long news vacuum. I hope Mr Bond fulfils his multi order potential for H2 ‘21. Delivery of those orders may or may not be in ‘23 dependent on whether solid cell delivery can start in ‘22 for Mace/Acciona/Juelich or those partners continue with their liquid cell orders.

I hope the expected report provides crystal clear clarification to ALL shareholders and partners/clients.

DW are you Geta ?

Gitfinger- so the Extreme E delivery was not a commercial order? It’s been used in anger to generate clean energy and highlights how AFCs tech can be used in remote and extreme locations all around the globe. Indeed the next race will be in the Uk on a military site and should further showcase the tech in a military context. Not only a commercial order but an incredible piece of marketing for AFC fuel cells?
What about the Acciona, Mace and Juelich orders …not commercial orders? We await progress updates on these and we know Mace have responded positively to yesterday’s ABB news despite Mace ordering the liquid cell.

Yesterday’s ABB order isn’t a commercial order either? Yes it’s for the new solid cell but we also have no reason to suspect that ABB will not be interested in the liquid cell as well as the solid cell.
We also await news on alkamem- can we assume ABBs order yesterday provides a massive vote of confidence in alkamem? Looking good to me.
Then of course we are expecting news on electrolysis and ammonia cracking.
All in all, there’s a massive amount going on and we’re due updates on all of the above as well as the anticipation of further H2 sales news.

Yes, I am as frustrated as the next person with the share price not moving to where we’d like it to be I.e our broker fair values but they’ve not put a date on that and I think we should give Bond an opportunity to provide news flow during H2 ‘21.

Great to see our Chairman showing repeated confidence in AFC.

Haha. Thanks BumbleB2. Wishful thinking and a long day :)

Mucksy- just catching up on all the posts after a long drive from Scotland to Bristol. As I intimidated this morning, there are opportunities for both the liquid and the solid cells. Just because ABB have secured our first sale of the high density solid cell today does not necessarily mean that they are not interested in the liquid cell. ABB will have many and varied prospects that could involve both liquid and solid cell versions depending on space/price limitations. ABBs investment today validates the new technology AFC has developed and has accelerated the tech to 200mw. This provides us and other potential customers with a massive boost in confidence. :)

Excellent news today! I don’t see that anyone can deny this. AFC have solutions in place to address decarbonisation whether that is via the current liquid cell or via the accelerated solid cell. There will no doubt be price differences for both technologies allowing multiple revenue streams going forward, as well as differing applications for both types. I’m sure we have a base for further exciting news ahead.

Well done everyone at AFC!

DW you seem to forget that US didn’t allow foreign travel into the US. Also, ABB were more than capable to present AFCs tech as part of an integrated ABB charger. And, given that AB would have known for many weeks that a demonstration to HRH PoW at COP26 was a far better use of his time. The demo in Glasgow would have taken a huge amount of organisation to get the FC into the compound under massive security. This was a massive PR coup for AFC and, given your constant moaning about lack of PR, you seem to have forgotten all of this very quickly!
AB can hardly be accused of sitting on his backside. Get real please!

Yes, for years I’m sure you said you lived in Switzerland DW. I often used to correct people that were critical of your written English.

And COP takes place over 2 weeks, so plenty of time to release an update or coordinate release of any other news alongside the talks/presentations they’re having.