Afc Energy Share Discussion Threads

[beeezzz] 12/3/2015 11:58

Newtech....

I don't disagree with your opinion...What I was pointing out the technology is sound, however, the finally product took a great deal longer to achieve than AFC had initially anticipated, which all needs financing.

Looks like Lanstead are loosing a grip of this one at last, it was always a gamble due the way the loan was structured.

[bam_bam_matt] 12/3/2015 11:57

Great news...very undervalued shares with this news.

[bad robot] 12/3/2015 11:57

I messed up here, sold too early on monday. what a bummer.

Any way good luck boys.


Cheers

BR

[broshm] 12/3/2015 11:46

Anyone know how the Lanstead deal works regarding AFC share price for calculation when ? Does the share price have to be above 13p for a specified time or on a date ?

[city chappy] 12/3/2015 11:36

Word sarting to get around. AFC to become the worlds largest fuel cell company.

[ileeman] 12/3/2015 11:31

334k delayed buy showing up

[city chappy] 12/3/2015 11:09

As the deal announced this week was just one of many more to come I dont see any problem with a recovery in the share price back above 60p and more. Happy days for AFC.

[ileeman] 12/3/2015 11:04

Nice breakout on volume


free stock charts from uk.advfn.com

[newkid] 12/3/2015 11:02

I am out with 50%. Will keep an eye on the pull back if there is one.

[city chappy] 12/3/2015 11:00

Its nice to see AFC finally moving to commercialisation and this being reflected in the share price which should recover rapidly.

If I were holding shares in some of the large US fuel cell companies I would now be swapping over to AFC.

[markbarker] 12/3/2015 10:19

25p up up and away

[new tech] 12/3/2015 00:11

beeezzz, AFC are in a very strong position, e.g. they have the world's best combination of efficiency, cost effectiveness, etc. for a static fuel cell.

[new tech] 11/3/2015 23:52

tonsil, I think you have missed the point. AFC concluded the coal gasification deals with Linc Energy because Linc are the world leaders in coal gasification expertise and have massive coal resources, i.e. they did a deal with the best and it could bring substantial revenues to AFC. The deals with W2T relate to municipal solid waste, and involve W2T acting as both agents for AFC and also developing their own projects (e.g. Bilsthorpe UK, which will incorporate 1 MW of AFC fuel cells). AFC received upfront payments from W2T and will receive royalty payments. The agreements with W2T are conditional, timebound and specific, e.g. "W2T will, subject to performance, be AFC Energy's exclusive agent for an initial term running until 2022 in the UK for securing fuel cell system supply contracts from projects where municipal waste is gasified, from which AFC Energy expects to derive further revenues." AFC also has a 23% equity stake in W2T, so will be a beneficiary of any success W2T has.

[beeezzz] 11/3/2015 22:51

tonsil....That's what happens when you are making deals from a position of weakness, financially the piper always calls the tune. AFC taken so long to achieve a commercially viable product they have had to sell their soles to keep the R&D going.

Personally this is why so many UK companies fail they are never given the time and space to grow into a strong enough entity to survive on there own.

We really need an industrial investment bank to ensure funds and above all business advice which will allow companies with great ideas succeed.

If you like technology take a look at this company private at the moment, they say Britain is falling behind when it comes to innovation, maybe this will help.

[ianous] 11/3/2015 22:46

Tonsil - W2T and UCG are both very specialised markets and will both require the cells to operate on contaminated hydrogen streams. AFC's early income will come from waste hydrogen and they're not tied into anyone for this market which alone is worth many Gw.

I wouldn't be too concerned at this early stage about these two specialisms (especially as Linc are the world leaders in UCG and if W2T are to be believed have a disruptive technology) there's a long way to go yet but the most recent news has all been positive.

[tonsil] 11/3/2015 21:38

I hold this now but am concerned about the way they have sold/given away whole market rights to partners - that was poor.

UCG - one partner owns the world - that's crazy
Waste "W2T also has a conditional right of first refusal regarding the supply of AFC Energy’s fuel cells to further territories in Europe, North America and Thailand for use in projects where hydrogen is derived from the gasification of municipal solid waste."

[new tech] 11/3/2015 13:28

Alkaline fuel cells are the cheapest type to manufacture, so reducing upfront costs and increasing margins.

Some jurisdictions offer financial incentives or reliefs for green technology.

Outlicensing manufacture at larger scales remains AFC Energy's intended route for full scale commercial products.

AFC will generate revenues from each fuel cell deployed, in comparison, for example, to oil companies who spend millions on exploration only to deliver nothing in many cases.

[holism] 11/3/2015 11:26

beeezz, yes good question. In the medium term how much working capital is required to deliver the current milestones and above that how much capital expenditure?

[beeezzz] 11/3/2015 11:19

NB....Not upsetting peeps again,,

New Tech mate come on don't block people its a free country or do want it to be like Russia...it adds to the rich tapestry of life. Individual opinions are just that, if you think I take any notice of what people put on the BB then I'm madder than I thought...If you hold this company you can voice your opinion


RTW...You haven't a clue what I think, my main concern is we have been here before, lets think back oh yes ICL 2012 the excuse that time didn't have continues supply of hydrogen this was for power-up project...ever thought of storing the hydrogen no! just like they should do at wind farms maybe tie up with ITM would be good.

However in say that, I believe the SK companies would not have engaged in this project if they were not convinced it would work, they deplore failure and have far higher standards than we do these day. SO GOOD LUCK TO AFC.

It would be interesting to know how many FC electrodes one robot can produce per hour that would give us an idea of how many they will need to produce 1GW of electrodes, and what investment will be required, they still haven't set up the recycling production line yet.

[ride the wave] 11/3/2015 10:38

Lanstead days are numbered , just like the 2 de rampers who post 24/7 .

BIG lol .

I wonder if they work for Lanstead ???

[new tech] 11/3/2015 09:45

From yesterdays announcement:

Highlights

-- 50MW of installed fuel cell capacity across two phases.
-- Expected revenue of approx. US$1bn for the joint venture over 10 years of operation.
-- First phase of 5MW to be operational by end of 2016 (subject to permitting).
-- Second phase of 45MW forecast to be operational by end of 2019 (subject to permitting).

To put that into context:

5 MW = 5000KW

5000KW = 20 x 250KW (101 stack) AFC KORE Fuel Cell Modules.

Logically they will switch-on the fuel cells as deployement progresses (instead of waiting until the end of each Phase), meaning they will start to generate revenues from electricity sales once the first unit is connected and cumulatively thereafter througout the entire deployment until full capacity is reached.

[new tech] 11/3/2015 09:32

Interview with AFC's Adam Bond yesterday:

"My vision is that AFC over the next 5 or 6 years will become the largest provider and developer of fuel cell projects in the world...by the end of 2020 I'd like to have 1 Giga Watt of fuel cells in the pipeline or deployed"

Very nice considering the largest US fuel cell company has a capitalisation around $700m.

Could be heading for a billion+ market capitalisation and eventual FTSE 100 status.

[norbus] 11/3/2015 06:34

bz

The JV is not an order or is it? more R&D or the shares would be a deal higher than the 26.5p Roman A & Eugene S paid. Don't be too hard on RTW; Never mind microsoft , or brainsoft . AFC could be the Google of the renewables.

Given the funding round at a discounted 10p, 11p is hardly a vote of confidence