Member Info for tennents

1863. clown alert

Idiot alert.

What is the source of the Shell information?

1) The FAT quality results graph - both rates of volume increase AND first time test success

2) The plan to increase site power input for original 5 to 30 kva - that is scaling up !

3) A small, but interesting change - everyone in a dark suit with collar and tie - no more ‘casual’ at ITM.

Ogggs. Follow the links on the article. It says they piloted using a unit from GeoPura. Pilot was highly successful. Photo shows a container sized unit. My guess is that the container size is the problem as is is not readily mobile. Our new kit does not have that problem. Article does not say what the output was, but it does say that it enabled them to switch off more diesel units than planned.

The important thing is that both Netflix and Disney produce a lot of content in UK production facilities. If they are now going to specify ‘no diesel’ in their production contracts a new market is established.

I would bet money that the UK facility companies already have AFC brochures and Speedy reps will be reminding them of that.

The move to look out for is when the London Mayor specifies ‘no diesel’ on major (and then all) construction sites in the London LEZ.

A new player ticked over the 0.5% level.

Arrowsmith Capital. Based in Boston.

Gore are a world leader in a wide range of what are referred to as ‘technical fabrics’. The consumer variety if Gore-tex but they do a variety of very complex ( chemically / structurally/ applications) materials in eg aerospace/biochemical and a tone of other stuff that includes membranes.

In other words they are a very top end innovator/producer of a mission critical part of an electrolyser.

we are now formally tied up with a best in class supplier. What is not to like?

Ceres kit is a completely different technology for use in very different applications. Not even vaguely a competitive issue.

Excellent news on an important step forward.

1863. Happily our kit will be being manufactured in Germany, Korea and China, and who knows where else but USA seems very likely.

UK govt policy is not a significant issue for Ceres

Reliability is one of the beneficial outcomes from quality in both design and manufacture.

You need one to get the other - no 'either/or' in that equation.

Courtesy of poster on ADVFN

We’ve begun installing 4-megawatt electrolyser cubes at our pilot plant in Lingen. Following through the process from implementation to operations is providing invaluable learnings for the next step - our industrial-scale GET H2 hydrogen plant at the same location. Hydrogen production is scheduled to kick off at our pilot plant this autumn.

htTps://www.linkedin.com/feed/update/activity:7076867409613070336

After the big jump yesterday, I was expecting a little slip back today.

Strangely I do not find myself disappointed.

I know they still hold 36.75m shares. They made a 'small' trim in their holding.

If they dumped the lot...... another story.

ITM tech

Https://twitter.com/ITMPowerPlc/status/1660559057537703937?s=20

Courtesy of Smokey on ADVFN

I don’t know how this works, but that is an exceptionally high number.

It is still in planning. There is a website East Ayrshire Council planning applications you can look up. It is now two years since submission.

I have no idea why the Scottish Government have not called it in and given the go-ahead. So much for sturgeon’s ‘ climate emergency’. Same old bullsh*t.

Bonkers as the site is in the middle of nowhere. Essentially six local cottages residents are appealing against it.

Three thoughts on the Dover thing.

1) Desalination - is a power hungry process and what level of purity is required to enable a fuel cell to work without huge degradation of the kit?

2) Technology - If AFC could do this we would have heard about it a long time ago - all of the next generation big offshore wind turbines are desperate for this technology

3) ChatGPT - on the front page it has the following limitation- "Limited knowledge of world and events after 2021". Port of Dover decarbonisation strategy is April 2022

This does not really sound credible - does it? (even though I would be happy if it was)