Afc Energy Share Discussion Threads

[haggismchaggis] 24/12/2021 09:43

By offering the HFC as a Hydrogen system, and offering these on lease, I would say that AFC hope to get several big orders over the line ASAP.

HFC benefits to early adopters:

1) Easy to source fuel (not much to work out on the logistics, as it's available everywhere)
2) Fuel is well known by existing FC engineers, installers and support staff (which may just be electricians or gas engineers trained on Hydrogen FC's)
3) Lease offers low cost to clients, they don't need to commit to big CAPEX costs until they have used the FC's for a while and want to place an order for ownership
4) Lease is good for clients' tax, some will stick to this long term
5) Lease allows for system swap out later on when the Ammonia or Methanol integrated systems are available, in the meantime AFC can train clients' engineers, installers and support staff to use the new fuels
6) Generator hire companies could be very attracted to the lease option. This would be great for MACE, Acciona and possibly Altaaqa

[haggismchaggis] 24/12/2021 09:41

We had 50+ qualified sales leads.

We also likely had hundreds of unqualified sales leads, unqualified because they maybe didn't have the space for the L Series, or didn't fit the criteria AFC had for early adopters, so they were on the shelf waiting for the S Series.

In January the HFC will be available for deployment, on lease.

This opens up the option for not only the 50+ qualified sales leads to take HFC systems on lease, so they can get their net zero ambitions moving, but AFC will have reviewed the hundreds of unqualified sales leads to see if the HFC system suits their requirements as well, turning many into qualified sales leads for HFC systems.

This could create a lot of sales all the way through H1 2022.

[jimmynan] 24/12/2021 08:38

YellowF1,As it's Christmas I will keep this polite. Thank you for posting that link. How is the door now slammed in our face regarding ammonia? This is another option. Our superior option is an alternative and has the backing of large shipping industry leaders and the Norwegian government. Hardly slamming the door in our face. Clearly a scare mongering tactic but a very poor one IMO. We know you're not an investor and here to try to create uncertainty amongst investors but you'll have to try a lot harder than that.Look at other markets where competition is healthy...... iPhone vs Samsung, OLED vs QLED TVs, and the soon to be defunct petrol vs diesel ICE. All very good examples of technologies in the same field and all of them having a very healthy share of the market. I rest my case ;)Happy Christmas,Jim

[vatnabrekk] 24/12/2021 08:11

The same old drop in share price first thing in the morning. Never fails.

[muto] 24/12/2021 08:04

Good progress made this year, but spoiled again by AB's hype of expected sales. He needs to keep his mouth shut until we have orders and not ramp shareholders expectations.

Merry Xmas all.

[twwoods] 24/12/2021 00:21

Yellow, thanks for calling that out. This kind of language from Jhonboy is disappointing and immature. Merry Christmas everyone. I wish you all the best.

[jhonboy] 23/12/2021 21:55

boo hoo hoo...gutted.

[yellowf123] 23/12/2021 20:34

Seems like the market for Ammonia in shipping will not be using fuel cells after all.

hxxps://www.viridisbulkcarriers.no/technology

As one door closes, another slams in your face..

[hugotanha] 23/12/2021 15:56

Merry Christmas everyone

[haggismchaggis] 23/12/2021 14:25

Ditching fossil fuels and replacing them with renewable power globally would save nearly £20 trillion in energy costs in the coming decades, a landmark report has found.

Oxford University researchers have produced a major study which overturns the common thinking that decarbonising the global economy will be hugely expensive.

They argue a swift and dramatic shift to green energy would be saving ‘hundreds of billions a year’ within a decade and estimate that by around 2080 it would have saved a total of at least $26 trillion in energy costs.

[yellowf123] 23/12/2021 13:32

No mention of AFC in that Scottish Hydrogen article.
Guess AFC are just a silent supplier in Extreme-E.

[skinny] 23/12/2021 07:07

All the big players are hedging their bets - that's why they are big players!

[yellowf123] 23/12/2021 06:53

ABB sign agreement for H2 Fuel Cells for replacement of diesel generators and data centre backup..
Does it should familiar?.
If ABB were so happy with AFC as a supplier why would they sign agreements with other suppliers?.
Looks like ABB are hedging their bets..

hxxps://fuelcellsworks.com/news/gencell-signs-agreement-with-abb-switzerland-on-hydrogen-based-solutions/

[haggismchaggis] 22/12/2021 16:22

Extreme E have released date and locations for season 2 calendar 2022.

Round 1 (19 - 20 February)
Neom, Saudi Arabia

Round 2 (07 - 08 May)
Sardinia, Italy

Round 3 (09 - 10 July)
Scotland OR Senegal

Round 4 (10 - 11 September)
Antofagasta, Chile

Round 5 (26 - 27 November)
Punta Del Este, Uruguay


NEOM!!!

There it is again!!

And for those that have not seen my previous posts about NEOM, the two images on the page linked below are named 'Neom-Setting-off1-web.png' and 'Neom-Setting-off-2-web.png'.

And in the text on the page it said "Our latest unit has been despatched for another long journey. This Flex-ESS will be supporting one of AFC Energy’s most recent Hydrogen Fuel Cell deployments.", but it didn't go to Extreme E as they already had theirs beforehand.



IMVHO a webmaster does not name their images NEOM for no reason.

[haggismchaggis] 22/12/2021 10:44

An international consortium behind the proposed development of a green ammonia project in Salalah in Dhofar Governorate plans to invest around $1 billion in the implementation of the world-scale clean energy venture.

Led by OQ – the global integrated energy group of the Sultanate of Oman – the so-called ‘SalalaH2’ project envisions the decarbonisation of OQ’s existing ammonia plant in Salalah and its integrated into a wider complex of facilities that will include, among other things, 1 GW of solar and wind based renewable energy capacity, and 400 MW of electrolyser capacity to produce green hydrogen and other green products.

Besides OQ, partners in the SalalaH2 project include Japanese trading and investment business conglomerate Marubeni Corporation, global multinational chemical engineering company Linde and UAE-based diversified business house Dutco. In October, the consortium members signed a Joint Development Agreement (JDA) for the implementation of the scheme at Salalah Free Zone.

In the upshot, the grey ammonia currently being produced by the existing ammonia plant based on natural gas will be decarbonized to produce green ammonia – a process envisioned to take place over several years. Upon the completion of this process, all of OQ Ammonia’s 1,000 metric tons/day capacity of grey ammonia will become green, at which point the export of grey ammonia from Salalah will cease, he noted.

At the same time, the consortium will explore opportunities for the use of green hydrogen from the SalalaH2 project in local industry and mobility applications. Longer term, the potential to liquefy and export green hydrogen will be studied as well, he stated.



As Dutco are part of this group, then it opens up the heads of agreement with DNR Industries Ltd to do what was agreed way back in 2015, before AFC had commercial Fuel Cells to install, which they created 4 years later. There's a reason Dutco were chosen over UK containerisation companies IMVHO.

[haggismchaggis] 21/12/2021 09:38

By offering the HFC as a Hydrogen system, and offering these on lease, I would say that AFC hope to get several big orders over the line ASAP.

HFC benefits to early adopters:

1) Easy to source fuel (not much to work out on the logistics, as it's available everywhere)
2) Fuel is well known by existing FC engineers, installers and support staff (which may just be electricians or gas engineers trained on Hydrogen FC's)
3) Lease offers low cost to clients, they don't need to commit to big CAPEX costs until they have used the FC's for a while and want to place an order for ownership
4) Lease is good for clients' tax, some will stick to this long term
5) Lease allows for system swap out later on when the Ammonia or Methanol integrated systems are available, in the meantime AFC can train clients' engineers, installers and support staff to use the new fuels
6) Generator hire companies could be very attracted to the lease option. This would be great for MACE, Acciona and possibly Altaaqa

[hugotanha] 21/12/2021 08:31

Its moving By the looks of it

[haggismchaggis] 20/12/2021 14:23

Altaaqa are going to be busy boys and girls! They were a great deal for AB!

Not only is NEOM being built, but "Saudi Crown Prince unveils $20bn plan to transform Jeddah"

The ambitious project will be built on 5.7 million square metres of land overlooking the Red Sea and will be financed by the Public Investment Fund alongside local and international investors, according to the Saudi Press Agency.

The launch of the master plan comes as part of the Crown Prince’s efforts to develop all regions and cities of the kingdom, it added.

The project envisions the creation of a world-class destination overlooking the Red Sea in the heart of Jeddah and will further strengthen the city’s economy, the Crown Prince said.

The Jeddah Central Project is expected to achieve an estimated added value of SR47 billion for the kingdom’s economy by 2030 and will include four main components – an opera house, museum, sports stadium and oceanarium.

In addition, the city will benefit from the development of residential areas, encompassing 17,000 homes and hotel projects that offer more than 2,700 rooms, as well as integrated solutions for the business sector.

The project will also feature a marina and beach resorts, restaurants and cafes and retail offerings.

The waterfront of the project will be 9.5km long, which includes a promenade, a marina and a 2.1km long beach.