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Ade most of you have on filter and you fart around with observations based on the spread, for months.

Would it be true that you're here just because it's one of the busier boards. I don't think you hold a position here, you're purely filling your time.

>Buys outweigh sells

Is probably why you're considered a ramper. Plenty trades get reported other which way.

The 290K one is the uncrossing trade

"Research group in Australia, as just converted combustion diesel engine to run on 100% Hydrogen. Does this mess AFC plans up if people are now converting diesel generators into Hydrogen. "

What does your statement even mean. Settle your autism, give the rest of us a break.

Chunky 200K, 300K, 500K trades so far, today.

How could we not remember, most posts on here are like Groundhog day from their respective posters.

>"Presentation materials will be made available on the Company's website following the event."

Great. If only you wouldn't copy and past recycled material in 90% of your posts.

That EV charger article indicates it was last modified at 11:40AM whereas the rise at was 12:20PM.

I guess the frequent posters are busy travelling there /s

>"working from home"

I've done this since the late 90s, well before it was fashionable. One of the things I did was create a science site. Turns out the reading minutes from visitors amounts to 8000 years. Sounds like a decent achievement, compared to unsubstantiated rants on a financial board for personal gain .

They're a good introduction to how to use the filter.

>can be safely stored and transported

Can be safely stored and transported, but perhaps not economically. Being able to store (green) hydrogen in a longer term form has a use. Storing it at room temperature is cheap. If it were that easy (and cheap) to store and use hydrogen we'd be using it for heating and transport and not just focusing on off-grid scenarios.

It's not limited to a capacity like a battery so scales better.

It's all trade offs and as much as there was hype for hydrogen 5 years ago, all the sums done there's a definite economic case for it as well as storing it cheaply via ammonia.

Gitfinger, you don't seem to appreciate the battery component of ammonia. A thing that won't lose its charge like an electric battery.

There isn't a problem with renewables wrt generation, their LCOE is the cheapest forms of energy generation. The problem with renewables is storage. Storing it via chemical energy is clearly a solution. Hydro is limited by geography, storing it as ammonia isn't.

No joy in Ade's numberwang. He throws numbers into the air, says he's right and doesn't truly engage in conversation.

>The big clients all have dedicated sales and support staff allocated by Speedy, none of them use the website.

Indeed. I was thinking that words to the effect of prioritising orders means they probably aren't looking for any more orders, particularly small ones. Though it will be a good milestone when it's generally available.

I wonder if they're a bit slow in updating their website as I'd expect to see more for this result:

https://www.speedyservices.com/search?Query=hydrogen

Surely very close. Wholesale electricity costs certainly cannot get much lower. It's sitting around the strike price of new wind farms.

Someone had questioned the veracity of £27M orders and whether they were contractually bound or not just before the Q&A today.

I replied that AB had said they are contractually bound, but the post has been removed, with the caveat the revenue would not be over 12 months. Very odd that the post is gone.

>Where is the £27m order book if it's taking 3 years to get to that amount of revenue?

It was explicitly stated it's contractual. Not sure of your trying to correlate over previous years where it didn't exist.

I'd preface that I'm a Layman and going from memory of the presentation.

There are clearly obvious upsides and downsides.

They do want to raise more cash to accommodate their scaling of the business. The order book they have is strong centres around the power towers.

ABB deal alive and well (clearly a thing that was questioned on these boards)

Maintain the 'hockey stick' growth. £6M revenue this year, double the next, double again.

Break even in 3 years.

Ammonia cracker, 200kW revenues not factored in yet. Accreditation of 200kW likely in ~6 months. ABB incentivised to buy in bulk.

I believe the presentation was recorded and will be made public for others to draw their own observations.