AFC Energy Live Discussion

marktime1231 27 Jan 2020

todays movements The HiiROC tie up announced today provides AFC with a partner technology to supply the H2 for its fuel cells. The idea of extracting H2 from biomethane or natural gas is great … we get to keep our gas infrastructure, and we can continue to exploit available gas reserves, so this potentially enables a widely distributed solution to a post-natural gas world, without the problems of shipping H2 and without chugging out atmospheric CO2. The H2 is split from the C using plasma … ok, not sure how exactly, it must need energy … as an alternative to other methods of breaking down gas or water using energetic chemical processes involving electrolysis or steam. Of course H2 from water involves no C or CO2, but AFC are looking at the opportunity of the exisiting gas network and methane supply so there has to be C involved. Except what do HiiROC do with the carbon black byproduct … a substance a bit like soot which has many uses eg the colour in tyres and so is theoretically valuable, but until it has been made safe in a matrix it is potentially as harmful as diesel particulates. More importantly how do you gather raw carbon black from widely distributed HiiROC - AFC installations? What happened to all the soot and ashes from open fires back in the day, we made cinder running tracks and er not sure … we will still have the problem of wide area material handling, and how/where to process and sink what would quickly be a large amount of material. And this is not the major sales breakthrough which the AFC sp is anticipating. This is signalling more development of more interesting technology so more cost, not the short term commercialisation of AFC products to produce revenues and income. Might not be medium term either. On the other hand Ceres Power seems to be getting its ducks in a row in the large scale clean energy market, a recent £38M backing from Bosch partly on the basis of promising of its solid oxide electrolysis technology — effectively reversing the fuel cell process to produce H2. Not sure what the feedstock for this process is … “renewable energy” … so using slack time solar and wind power to drive reverse fuel cells to accumulate H2 from ? sea/water ? That, as you may have noticed, is not a solid oxide, but hey. CWR shares have doubled to 400p in the last 6 months. To also succeed AFC needs to sell a major application of its technology, and needs a major backer for its development. Still.

BumbleB 10 Jan 2020

todays movements Ripley, sorry for time away. Yes I did mean that poster. He may be a ramper, but it is a WH Ireland brokers note he is copying and pasting.

Ripley94 17 Dec 2019

todays movements AFC… XXXX Do you mean this Bumble. He has a lot of posts over a short time looks like a ramper !!! RE: Looking good again here11 Dec 2019 12:26 Broker ‘Core Investment’ thesis: The company is focusing its commercial efforts on its H-Power™ product in EV charging applications, because there are few embedded competitors offering off-grid high quality (high-power) charging, the UK government is mandating a transformational change away from conventional vehicles and thereby creating a tremendous growth outlook for EVs and EV charging with H-Power™ which has compelling competitive advantages in this market. H-Power™ and the associated HydroX-Cell(L)™ fuel cell technology is also fully tested and ready to be commercialised, whereas testing is ongoing for the company’s HydroX-Cell(S)™ and the related AlkaMem™ technologies. AFC Energy’s H-Power™ system and auxiliary equipment will be sold in containerised units allowing for easy transportation and installation. Each unit will have a minimum power rating of 20 kW (circa 27 horse power). Power output is scalable simply by adding more fuel cell stacks to the unit or using multiple units together. The company intends to increase the power rating of its units by circa 8x in 2020 and a further 3x in 2021. Scaling up is mainly a commercial consideration as opposed to a technical challenge. We believe there will be demand for premium quality zero emission EV charging with an associated premium price. The full life-cycle cost of electrical power from the units is expected to be profitable for premium priced fast and rapid charging. Importantly the company’s units are reliable, allow for high power (quicker) charging and they are not reliant on the grid, which is expected to become strained due to increased peak demand resulting from fast EV charging. The UK government has confirmed it intends to implement a ban on new gasoline and diesel cars by 2040 and has committed to a “net-zero” carbon emissions level by 2050. In comparison, today EV’s make up only 2.2% of vehicle sales (2018) and accounted for only 0.5% of all licenced vehicles at year-end 2018 (source: Department of Transport). Without large scale and timely investments in infrastructure, the UK’s distribution network is unlikely to cope with increased peak demand from EV chargers, particularly as the need for high-power will increase as demand for rapid charging increases. We believe that AFC Energy’s fuel cells can be readily deployed and fill gaps in the distribution network. We believe high quality charging may become a service that attracts EV users to car parks and retailers and that AFC Energy’s fuel cells are well adapted for providing high power (fast) charging such that EV users can be assured that at such locations they can get a charge. All the company’s products are capable of using relatively impure hydrogen, which translates to a less costly feedstock. This is because they are all alkaline based. AFC stands for “Alkaline Fuel Cells”. The company’s products also support trace gases of chemicals that harm most fuel cells such as those based on proton exchange membranes

BumbleB 12 Dec 2019

todays movements If you take a look at the l s e site someone has posted a few pages from the broker report. Nickelinvestor

Eadwig 11 Dec 2019

todays movements @12.79p yesterday could have been the new bottom, possibly. A long way from the @20p some foreign investor just bought over half a million pounds worth of shares for just a couple of weeks ago. A little early to say, but after a decent the recovery today I’m inclined to think I may add if we see @13p again. Its also dependent on newsflow, but I can’t imagine it dropping below @10p which was the last big public placement price when sales of a new product may be just around the corner.

Ripley94 11 Dec 2019

todays movements AFC… XXXX Today’s early 13.5p might of been the new bottom ?

Bananaman 10 Dec 2019

December 6th 2019. AFC launch first commencial product Actually got another quote for 11.88p to buy. Catching a falling knife is not a good idea. I will let it stabilise before buying more. If it goes up from here on some anticipated good news then I am also happy with that. Try not to get to excited about day to day prices. Just really bad that something can be manipulated so easily. Still, suits me either way. I am not selling so I haven’t lost anything.

BumbleB 10 Dec 2019

December 6th 2019. AFC launch first commencial product It looks like the essayist has done his job!

Bananaman 10 Dec 2019

December 6th 2019. AFC launch first commencial product What is happening today ??? just looked at the SP and thought wow. Has nearly crossed below my average. Was able to buy under 13p yet nothing has changed. What an opportunity. Its the manipulation of the AFC share price which is the biggest downfall. No stability. This has to surely change with such great news over the last few weeks. Just ridiculous.

Hardboy 10 Dec 2019

December 6th 2019. AFC launch first commencial product Hi Eadwig, I promised feedback from my day at the open day; but just following this discussion board is driving me mental. Why did they change the original format. Not sure we are allowed to give out e mail addresses on here, but if this doesn’t get banned, drop me a direct e mail & we can communicate directly. [email protected]

Eadwig 09 Dec 2019

todays movements Ripley94: Tempted today ? No. Not as yet. Unless there is some more positive news released I think this is likely to drift lower. I still have tranches in SIPP at a very low average price but also in trading account which is now looking too high (anything above @20p is probably too high now after the cash raise. Such events either become a support level or a resistance level in my experience and the price is firmly on the wrong side of it now). I probably will average that holding down but I’ll wait and see for a while. AFC has a history of price spiking on news flow and then a fairly sharp drop back down when no revenue is generated, or, possibly worse, they start to look like they may need to raise more cash. There was quite a lot of news released into the media about the product launch but it clearly hasn’t attracted the buyers (investors in AFC) I thought it might, nor is there any definite hint of any orders which i thought there might be which would have also driven up the share price. The E.V. charger looks like quite a complex product that will have to be bespoke to a customer’s specific needs to some extent so unless there is some negotiation with a customer already near completion, this isn’t the time of year now that those sort of contracts/orders get completed.

Ripley94 09 Dec 2019

todays movements H Eadwig Tempted today ?

Eadwig 09 Dec 2019

December 6th 2019. AFC launch first commencial product Bananaman: BumbleB, when will you put a report of your visit to Dunsfold on ii. Very interested to hear your perspective of the visit today. @Bananaman its there already. Click on AFC Energy (lse:afc) link button with grey back ground above and choose the correct thread

TheOldBee 09 Dec 2019

Investor day 6th December 2019 Great report BB many thanks…me thinks you’ve done that before!

croberts1952 09 Dec 2019

Investor day 6th December 2019 Wow, these derampers are getting desperate lol.