Polyfuel Share Discussion Threads

[callumross] 25/9/2007 12:16

yes, happy enoughto hold my 35k but what we really need is a clearer timeline for the first commercial launches. It was being said 2008, but today's results speak about cash being sufficient until the first half of 2009 when commercial launches will improve cashflow. Does that mean that that the timescale has been pushed back from 2008, or is it just a way of saying that commercial output will be commencing in 2008, resulting in reduced cash demands come 2009?

[unionhall] 25/9/2007 08:47

Yep - lots of positives - just waiting for the commercial breakthrough now !!!!

[don muang] 25/9/2007 08:17

Nice to see the confirmation of technical progress, shipments, and that it's still has "sufficient cash to finance the business into the second half of 2009."

[don muang] 22/9/2007 22:45

Absolutely no connection with PYF .... but whilst we're on the subject of fuel cells and transport then this video report is 'interesting':

A new narrow boat that can travel 150 miles on one tankful of hydrogen has been unveiled in Birmingham....

[don muang] 22/9/2007 05:09

unionhall.... thanks for posting that snippet. Await Tuesdays update with interest. At least spare cash isn't an issue as being as in a previous RNS they said: "PolyFuel is now well-positioned to finance the business into the second half of 2009.". With mkt cap at less than £20m and given number of large companies interested in PYF's techmology the plenty of scope for share price increase in future.

[unionhall] 21/9/2007 23:13

This should be a great obstacle out of the way for PYF.......

They are the preferred supplier to most of the companies mentioned in the last paragraph.






Micro Fuels Cells Receive a Boost with New U.S. DOT Regulation


Date Published: 20 Sep 2007




U.S. DOT
By Sara Bradford, Director, Energy & Power Systems Group

The U.S. Department of Transportation (U.S. DOT) recently released a proposed regulation to allow passengers to carry and use micro fuel cells and methanol fuel cartridges onboard aircraft. These micro fuel cells will be used to power portable electronic devices such as cell phones, PDAs, laptops, etc.

From the earlier regulation from the International Civil Aviation Organization's Dangerous Goods Panel (ICAO DGP) effective January 1, 2007, passengers are allowed to carry and use micro fuel cells and methanol fuel cartridges aboard airplanes to power small electronic devices. The ICAO action states allowances for micro fuel cell in aircraft cabins only, and not checked baggage. In addition, up to two spare fuel cartridges are allowed per person.

As the ICAO regulation is international in nature, many countries have already allowed fuel cells and cartridges aboard in their national standards, including Canada, China, Japan, and the United Kingdom. With the recent U.S. DOT proposal, the United States will soon join this list of countries leading the way in fuel cell commercialization.

In order for fuel cell systems and methanol fuel cartridges to be considered for passenger allowance, the technology needed to meet all safety standards required for all onboard equipment. The U.S. DOT proposed regulation identifies that these fuel cell systems and methanol fuel cartridges were able to clear rigorous safety standard testing at this stage.

This development provides a boost for micro fuel cell technology as it nears market commercialization. This action along with the UN Dangerous Goods Panel and the IEC will further promote the usage of micro fuel cells aboard commercial aircraft.

Many developers are focusing their efforts on direct methanol fuel cells (DMFCs) including MTI MicroFuel Cells, Panasonic, Samsung Advanced Institute of Technology, Sony Corporation, Motorola, NEC, Hitachi, Toshiba Corporation, Casio, Neah Power Systems, INI Power Systems, SFC Smart Fuel Cell, NTT DoCoMo, and others.

[unionhall] 18/9/2007 16:27

Like to think so but no.........

They have a habit of not putting anything new into results that has not already been RNS'd.

Certainly nothing price sensitive......

[callumross] 18/9/2007 16:25

results going to be published next Tuesday 25th September - could this trigger a run up in the shares?

[hamidahamida] 27/7/2007 09:06

unionhall
can you please paste these links on ur header ...thanks

[don muang] 25/7/2007 14:10

... and at least we're sure (as sure as is possible with listed stocks anyone) that no issue of additional shares required to fund short term progress...

... and would seem they're effectively using their expertese to do 'consulting' that'll be beneficial to all concerned....

... assume research will continue but on a much lesser scale .... but enough to ensure they remain leaders in their field...

[unionhall] 25/7/2007 12:00

Yes - pretty bullish - just a matter of sitting it out now perhaps.

Once Johnson Matthey start shipping commercial shipping it should put the focus on as a producer rather than a developer.


Interesting para this .....

During the period, it became clear that certain portable fuel cell system
developers require additional engineering support to optimise the design and
performance of their portable fuel cell systems and components. To address this,
PolyFuel will refocus resources away from generic research and development of
catalyst coated membrane products into engineering support activities to assist
system developers with their fuel cell component and system engineering
challenges.

Sounds like they are going into bed with a number of potential Fuel-cell manufacturers perhaps. Also they seem to be happy that they have done as much research as is necessary for the moment - seems a very confident view.

[don muang] 25/7/2007 07:54

..."Johnson Matthey Fuel Cells, is close to making commercial sales of products based on PolyFuel's membranes."....

...."PolyFuel is now well-positioned to finance the business into the second half of 2009"

[don muang] 23/7/2007 19:51

signs of stirring... let's see if it's on adrenalin after the update on Wednesday ...

[unionhall] 17/7/2007 16:43

Well cannot complain about the info flow.....

[callumross] 17/7/2007 16:21

PolyFuel, Inc. (PYF.L), a world leader in the development of engineered
membranes for portable fuel cells, intends to issue a pre-close period trading
update on Wednesday 25 July 2007.

On that day, there will be a conference call for analysts at 8.00am British
Summer Time. Please contact Julie Cordice at Hogarth on [phone] for
details.

[don muang] 13/7/2007 18:43

thanks for the links .... interesting reads....

si, if similarly to today, if next week it opens higher each morning and ticks up during the day, then I'll be able to afford a summer holiday ....

have a good weekend ...

[unionhall] 13/7/2007 17:36

This is an interesting website - seems to aggregate all the news about PYF from various sources...




and here is one of the articles from "EE Times Asia" with a lot of input from the company...

[don muang] 13/7/2007 15:52

unionhall.... noted .... good luck .....

[unionhall] 13/7/2007 15:50

Now that that is out of the way it may well settle back for a while.


Not for too long I hope but new technology development is difficult to predict to put it mildly. Just have to sit and wait.


still - a lot better-off than the insti's who put their money in at 80p last year. Let's hope they get a good return on their investment !!

[don muang] 13/7/2007 15:43

... and 40,000 shares @ 39p ..... guess next week will tell if this is 'leaky'..

[don muang] 13/7/2007 14:00

>unionhall - 12 Jul'07 - 14:33 - 909 of 910
>Also thinking the bottom is now reached.

Well, the offer has just moved up ... so you may well be right... !!

PS: And even the bid has subsequently moved on up....

[unionhall] 12/7/2007 14:36

PolyFuel Changing the Dimension of Fuel Cells


Date Published: 12 Jul 2007




By Suba Swaminathan, Industry Analyst

Introduction

Fuel cells are one of the most anticipated sources of energy to meet out the ever increasing energy demand across the World. The concept of providing energy from hydrogen atoms with a by product of steam and water makes these fuel cells an environment friendly renewable source of energy. Although fuel cells are prevailing for several years in the market, the commercialization of this technology is getting delayed. Few factors such as cost aspects, affordability, safety issues, cycle life, and physical dimensions dampen commercialization.

Although different types of fuel cells are in the process of research and development, direct methanol fuel cells (DMFC) are widely used and analyzed. The DMFC uses methanol as the source for hydrogen atom for its operation which is fed through a replaceable cartridge. The protons of hydrogen atom are passed on through a membrane which generates electricity and the electron interacts with atmospheric air resulting in the formation of steam and water.

The construction of the membrane plays a major role determining the efficiency, reliability, physical parameters and cycle life of a fuel cell. PolyFuel Inc is a significant player in developing this patented hydrocarbon membrane specifically designed for direct methanol fuel cells power systems. These hydrocarbon membranes are made from complex hydrocarbon based polymers. These technically advanced hydro carbon membrane significantly improves the performance of fuel cells. This makes them suitable for usage in consumer electronics and mobile applications. With more than 20 years of experience in developmental work of membranes for fuel cells, PolyFuel has established strategic relationships with many consumer electronics companies along with the channel agreement with Johnson Matthey Fuel Cells.

Distinct Features of Hydrocarbon Membranes

The unique features offered by the 'Engineered Hydrocarbon Membrane' are listed below:

First hydrocarbon fuel cell that has a "hot-bondable" membrane
The membrane material is tougher and more durable than fluorocarbon membrane
The channels through which protons flow is smaller in hydrocarbon membrane which makes these fuel cells more efficient than the existing ones
Offers almost ten times the energy density compared with the energy density of the most efficient lithium-ion batteries
Offers increased cell power density that increases the run time to nearly 30 to 35 percent
The membrane has small stack volume (nearly 110 cm3 ) and high stack power density (more than 400W/liter)
This membrane offers increased fuel efficiency for longer run-times
It could offer 10 to 15 percent more power than the fluorinated membranes
This membrane makes the fuel cell less complicated system
Unlike other membrane, this hydrocarbon membrane operates at relatively low humidity, which eliminates the need to keep the cells hydrated
The manufacturing cost is less than fluorinated membranes and hence these membranes reduce the cost of fuel cells making it affordable
The continuous roll to roll membrane construction is a distinct feature that offers superior performance to the fuel cell. This construction is a patented one that distinguishes PolyFuel from other participants. The ultra-thin hydrocarbon membrane developed by PolyFuel delivers over 40 percent more power than any other fuel cell membrane.

The hydrocarbon membranes developed by PolyFuel is most suitable for automotive, and consumer electronics applications. This is because in both of these applications the demand for higher energy and power never ceases. With increasing consumer electronics gadgets the power provided by lithium-ion batteries has become insufficient. Hence the advent of high powered fuel cells is most awaited one in these two applications.

The participation of several companies like Hitachi, Samsung, Panasonic, Sanyo, Sony and others have increased the interest in this technology. Additionally the funding provided by Intel expresses the efficiency of this new technology. Soon Intel Computers would be powered using the fuel cells with hydrocarbon membrane.

Conclusion

The development of this "Engineered Hydrocarbon Membrane" by PolyFuel has created a unique position for PolyFuel in the fuel cell market. With the fuel cell offering so many advantages, many consumer electronics company are keen in commercializing this technology. The fuel cell with this membrane is expected to be commercialized during 2008. The durability and reliability of these fuel cells are likely to change the impression of fuel cells in the market. The fuel cells developed using the hydrocarbon membrane is at a lesser cost than other fuel cells which is likely to be a significant driver in the micro fuel cell market.

If you have any questions regarding the article, please contact the author at [e-mail]

[unionhall] 12/7/2007 14:33

I've bought my first PYF shares today after trading in the warrants last year.
Put them in a pension fund for the medium/long term.

Also thinking the bottom is now reached.

The Frost & Sullivan report I'll post next makes very positive reading - almost like a puff piece for the company but I think Frost & Sullivan are above that sort of thing.

Note the comment about Intel in the context of the appointment of Don MacDonald (Intel Sales & Marketing VP ) to the Polyfuel board in January.

Perhaps the report will stir a little interest in the US this afternoon.


Good luck all....