Intelligent Energy Share Discussion Threads

[ibug] 21/6/2017 09:36

Perhaps Intelligent Energy will win more UAV customers from that PRO UAV/ DRONE EXPO.

[dean windass] 21/6/2017 08:18

Ibug makes an interesting point. If improving air quality reduces demands on the health service, that makes sense. As far as battery cars go, the size of the batteries and their weight is a problem. It's simply bad physics. Too much of the electricity pumped into batteries is spent moving the weight of a vehicle that is increased by the demands of bearing huge batteries which themselves are heavy.

It's not that different to the drone argument .... so much energy in a battery is expended getting the battery off the ground. The drone may be very light until the battery is added. We can all feel the difference between a mobile phone with a battery fitted and one without.

Now if someone could invent a battery that was lighter than air, I'd invest in that!!

[ibug] 21/6/2017 08:10

The disadvantages of lithium batteries is obvious.

However fuel cells are far more advantageous than fossil fuel and that is why many advanced economies are investing heavily to transform their economies.

[edwardroger] 21/6/2017 06:56

Thank you investorfc expert, what you say makes perfect sense. It does puzzle me why India has decided on electric cars etc. Power cuts are frequent in India, in towns and cities. Here in the UK we have been warned that too many people charging electric cars could effect the national grid. I really cannot see how electric cars can or will work efficiently in India where the electricity supply is unreliable and unstable.

[ibug] 20/6/2017 16:04

DEAN----- That is a key issue --- clean air to reduce illness by some 40% saving billions in health care costs and saving the planet from very volatile weather conditions which is now starting to become the norm but we must resist accepting that.

Only three countries have not signed up to the Paris Climate Accord: North Korea, Nicaragua and now a Trump led USA. In the case of America, industry has already signed up to that accord and some states have gone direct with France and signed the agreement. With or without Trump America is changing its economy to become a Hydrogen powered economy.

Some car firms have designed H2 cars that can also power the home for example...great innovations are published everyday.

In the states the cost of hydrogen is set to cost far less than fossil fuel with forecast costing @ $3:50USD/ Kilo which is far cheaper than any fossil fuel even if oil costs just $20 USD/ Barrel. The politicans will love that as a campaign promise someday but is already becoming reality for heavy duty truckers.


# Trades 11

Vol. Sold 0

Vol. Bought 231,799

[dean windass] 20/6/2017 15:53

Actually ibug, I never thought about that ..... even if global warming is a hoax ..... which I don't think it is .... the political power of heatwaves and people dying in them is huge ..... where do most global warming deniers live? In relatively cool places some way above sea level? It'd be interesting to see that if anyone has done the research ....

I think the world is slowly getting the idea that business as usual isn't really an option .... and since we're at the top of the food chain, we eventually eat what comes out of an environment we have made toxic in some places ...

[ibug] 20/6/2017 13:18

As a point of interest 150 countries signed up to the Paris Climate Accord and that will become the driving force behind the continued drive towards far lower CO2 emissions regardless of the cost of oil. It's all about clean air and saving the planet. Today temperatures in South East California is going to reach 53 degrees C. Those sort of temperatures kill people without air conditioning.

The world is changing for the better and many economies want to become hydrogen economies. That means plenty of fuel cell manufacturing.

[ibug] 20/6/2017 13:12

THE PROBLEM IS THE OFF BOOK TRADES are not being reported on a number of platforms including Google Finance and London's Exchange website. So it's a bit difficult to gauge at the moment.

[dean windass] 20/6/2017 13:03

Dur ... I really went off on a tangent there ... I came here to post that I was wondering where MMs were getting their shares from since, if I remember correctly, there's been more buying pressure for a while now than selling .... I'm just a bit surprised the buys are below ask ... I smell a bit of a rise due to more demand than supply ..... maybe my antennae are out of tune ...

[dean windass] 20/6/2017 13:00

As investor FC Expert says, there are some applications and markets where ICE vehicles will rule for some time for all sorts of reasons especially where there is a ready supply of oil ... it will be interesting to see if Saudi Arabia starts using oil to produce hydrogen to sell ... sounds crazy but if it's profitable, it'll be done and if carbon and sulphur capture technology improves, it may not be so environmentally damaging .... Japan's unstable tectonic plates makes it a different and lack of oil makes it want to find a stable replacement for nuclear energy and oil since economists all over the world are fed up with the way fluctuations in the oil price messes up economies

Improvements in electrolysis processes bodes well for converting surplus renewable power into hydrogen and I suppose that will be from wind power by the sea and huge solar farms in deserts and remote areas ... hydrogen is merely a form of energy storage ....

[ibug] 20/6/2017 11:37

The commercial product range, the FCM-800 series, comprises fuel cell modules suited to both stationary and portable applications, and are capable of delivering between one and four kilowatts.

It is an international launch and orders are now being taken, the company said.

Investors welcomed the news, with the London-listed share rising 14% in Wednesday’s early deals.

“The team has worked hard to deliver this new range and it is an exciting time for the company as we expand our product portfolio,” said Alistair Ball, director of product delivery.

“Importantly, the FCM-800 series is economically competitive and we are confident that our new product range will be well received."

Group chief executive Martin Bloom, meanwhile, said: "It has been a positive first year for product-led commercial development for the company.

[ibug] 20/6/2017 11:20

THERE ARE PLENTY OF OPTIONS and as production is ramping upward IEH might not need additional funding...lol@ shorter's.

Either the consolidation route through M&A activity or a replacement five year bond that rolls up the Meditor CLN looks to be the most likely and least disruptive scenarios given that production is now ramping up through their FCM 800 series + Luxfer Zero emission Gen sets models 1 thru to 3 + Suzuki rising sales/ demand + EU/ Toyota automation project + rising UAV sales.

Thus IEH are experiencing a much better business climate going forward from April 1st and are in a better negotiating position well before needing to negotiate either terms of an M&A or a replacement Bond or COCO.

An interesting feature of the Luxfer-GTM relationship is that the two company's are collaborating together through a joint international marketing agreement. Maybe, Luxfer would make a very good partner for M&A given they have recently opened a very large new factory that includes an H2 R&D and production facility. To support and develop their pipeline of hydrogen based product lines.

NOTE THAT LAST YEARS REPORT about the UAV industry said:

•Growth in the enterprise sector will outpace the consumer sector in both shipments and revenues as regulations open up new use cases in the US and EU, the two biggest potential markets for enterprise drones.

That forecast therefore means the Pro UAV market will be worth more than $8 Billion USD/ Year. Which is an enormous market for IEH to tap into with their lightweight, high energy fuel cell tech.

[investorfc expert] 20/6/2017 11:14

IEH can survive based on assured revenue from JDA and licensing. Funding can only be expected from Meditor or IEH has to sell their IP.

[filster] 20/6/2017 10:54

@dean Nail on Head. Oil price needs to rise significantly for IEH to prosper. Cheap OPEC and US oil isn't helping matters.

[dean windass] 20/6/2017 10:43

Investor FC. The Hydro Industries web page carries news of operations in India from as late as March 2016. Can you give us a link to news they folded in India last year please?

I think the main opposition to diesel and poor air quality is from The West ... in developing countries, I think there is a race to make progress and the environment comes second ..... so long as oil is cheap, Hydrogen will be seen as expensive ... so the Saudis MUST keep pumping oil to ..... 1. Keep their economy ticking over and 2. Keep the oil price low to undercut renewable energy options .....

[ibug] 20/6/2017 09:22

Solar to HFC for wireless COMMS towers.

Simark Controls partners with KNS Communications for powering high performance wireless networks with EFOY Pro fuel cells

author Added by FuelCellsWorks, June 19, 2017

KNS Communications use the EFOY Pro fuel cells as an off-grid power source for engineered, high performance, outdoor wireless networks in the most demanding mining, oil and gas, agriculture, public safety, utilities, higher education and government communication environments. The fuel cells are hybridized with solar to ensure ultimate reliability:

When solar is unable to deliver enough power, the fuel cell automatically switches on and compensates for the shortfall in energy ensuring the battery bank always remains sufficiently charged to provide power for the off-grid equipment. Large oversized solar arrays and battery banks are avoided and the reliability of the system is increased significantly with years of fuel autonomy versus the traditional few days of battery autonomy.

[ibug] 20/6/2017 09:13

What a load of poorly informed RUBBISH.

H2 is being produced using renewables like solar and wind so that surplus energy can be stored and converted into electricity using Fuel Cells.

H2 can also be produced using photosensitive micro Algae. The cost of the catalyst is dropping because water can be split using far cheaper materials like silver/ iron alloys and silver wool.

To stay up-to-date read:

The government is investing in fuel cells tech as it has done so for many years --- several economies like Japan are changing over to become hydrogen powered....lol@ shorter's

[investorfc expert] 20/6/2017 09:10

hxxp://m.economictimes.com/news/economy/policy/electric-vehicles-project-fame-moved-to-niti-aayog/articleshow/59224270.cms

Check the news where it is clearly shows the government inclination towards battery economy and there is no space for fuel cell.

[investorfc expert] 20/6/2017 09:07

Sharing repatative information would not wipe out the fact. The fact is that the fuel cell is not directly saleble in telecom because all telecom companies are heavily invested in spectrum cost and not ready to pay any single penny as upfrint. Most important problem is that Hydrogen is not considered as fuel in India and cost of electricity of H2 is still more costly than diesel and there is zero cost saving by installing fuelcell so who will buy this product. It needs promotions from government in the way of subsidy which was being done in wind and solar in India and in California in case of fuelcell. Industry wants to buy any good product on lease basis but IEh and other fuelcell supplier has not deep pocket to bear this cost and more importantly it is not able to generate any cost saving. This product may be good for defence and drone application where direct cost comparison of electricity with next alternate source of energy is not of great importance.

[ibug] 20/6/2017 08:39

IEH are alive and well working in India....check out their address or give em a call lol.

Bangalore, India

Intelligent Energy Limited
Ferns Icon
Unit No. 4 2nd Floor
Sy. No. 28
Doddanekkundi
Outer Ring Road
Bangalore 560 037
India
Telephone [phone]
✉Email [e-mail]