Powerhouse Energy Share Discussion Threads

[grahamstown] 15/1/2019 08:37

Toyota and Kenworth to build 10 fuel-cell semis for LA port duty



The word "drayage" isn't commonly used, even among green-car fans, but it's used by the shipping and logistics industries to refer to the transport of goods over short distances.

Drayage turns out to be the sweet spot for early efforts to put zero-emission heavy trucks on the road, including a joint project between Toyota and PACCAR's Kenworth brand, to put 10 hydrogen fuel-cell Class 8 semi tractors on the road.

We've known the pair were collaborating on a new iteration of its hydrogen-powered trucks since September, but a prototype displayed at this week's 2019 Consumer Electronics Show in Las Vegas offered more details. With the completion of these, Toyota will have been involved in fitting Mirai fuel cells into a total of 13 working trucks.

[grahamstown] 15/1/2019 01:18

World premiere: Alstom’s hydrogen trains enter passenger service in Lower Saxony



For the time being, it is travellers in EVB’s Elbe-Weser network who can look forward to a world-first journey on the low-noise, zero-emission trains that reach up to 140 km/h. On behalf of LNVG, the Coradia iLint trains will be operated on nearly 100km of line running between Cuxhaven, Bremerhaven, Bremervörde and Buxtehude, replacing EVB’s existing diesel fleet. The new trains will be fuelled at a mobile hydrogen filling station. The gaseous hydrogen will be pumped into the trains from a 40-foot-high steel container next to the tracks at Bremervörde station. With one tank, they can run throughout the network the whole day, thanks to a total autonomy of 1000 km. A stationary filling station on EVB premises is scheduled to go into operation in 2021, when Alstom will deliver a further 14 Coradia iLint trains to LNVG.

[grahamstown] 15/1/2019 01:08

iLint: the world’s first hydrogen-powered train



Alstom’s so-called ‘train of the future’ was first introduced to the world at industry trade fair Innotrans in 2016, and it is set to begin its first passenger trials in Germany from early this year. The company hopes the train could be highly marketable to rail operators looking to replace their DMUs on non-electrified lines.

During a press event at Alstom’s test facility in November 2017, company representatives said Coradia iLint could highlight the start of an industry-wide shift towards hydrogen as a sustainable fuel.

“We think it’s really a breakthrough in the technology,” said Alstom’s regional vice-president of products and innovation Wolfram Schwab at the event. “Fuel cells have been developed for other applications, but now is the time to get this done in the railway sector. Now we are just at the starting point of the migration phase to zero-emission trains.”

[lagosboy] 14/1/2019 22:13

spawny this is not some unknown start up company - its been around for many years and thus far has never attracted any serious investors and nor has KA has never attracted any serious investors.

Valued correctly - £10 m ----ummmm

[linesal2] 14/1/2019 21:27

You have Jam I will be dining on Caviar!

[spawny100] 14/1/2019 20:41

lagosboy - because, thus far, it is a blue-sky jam-tomorrow bet on the technology. If all blue sky companies were valued "correctly" then there would be no need to buy and sell shares in anything as it would not be possible to make money. I have a punt here as the risk vs reward ratio looks tempting.

[vatnabrekk] 14/1/2019 12:56

Because it depends on individual investors' assessment of the level of those risks. Everyone will have a different opinion on that.

[steverabet] 14/1/2019 12:55

just for a chuckle, i asked the sunday express for the name of their reporter on their 30 dec puff piece. so far they havent even acknowledged my request (no real surprise) the press regulator cannot compel them to give this info (no real surprise) so i passed the matter on to the FCA. doubt if anything will come of it but you can only try

[lagosboy] 14/1/2019 10:49

If 1) financing is no problem and 2) no reason for the technology not work then why is Phe worth 10 million quid ?

You can't have it both ways

[on target] 14/1/2019 10:47

Just wondering whether you've seen this RNS?



They did not assess the demonstration version, they assessed the full commercial design.
The purpose of this is to vastly reduce the technological risk you're talking about.

[steverabet] 14/1/2019 10:33

it might work. i am not an engineer, and nor are you, but i do know that you can't assume that doubling the capacity of something is just something you can draw up and say 'thats all ok then go and build it' - the concept has been assessed as viable in principle only, and thats the start of a long road. the financing risk won't fall on PHE as it stands - they won't be building and running the units - so the financing and building risk falls on the EPC outfit, should one materialise. the risk to PHE is existential - without a major industrial taking this on, they have no viable business model

[vatnabrekk] 14/1/2019 10:21

So, steve, let's discuss the risks. Well first we ought to identify them, then we can discuss them.

I'll start with:
1. Financing. There may be difficulty in obtaining financing to construct the first commercial DMG unit and bring it into production. Personally I don't think that will be too difficult, but it may take time.
2. The technology may not work when it is scaled up to the 25tpd model. My view is that there is no reason why it should not work, but others clearly have a different opinion about the level or risk here.

That's a start, but I'm sure there are other risks. It's a question of how serious each individual believes those risks may be.

[steverabet] 14/1/2019 10:07

answered your own question there, largely. scepticism abounds owing to lack of progress. the thing works in principle, but no big players will touch it due to the risk

[juju44] 14/1/2019 09:22

If the product works and if they can get a sale this could really take off . Strange how punters are so skeptical of the ability of the machine to do what company is claiming . Proof of pudding needed

[juju44] 13/1/2019 20:26

Vat - saw that programme . What an opportunity .

[vatnabrekk] 13/1/2019 18:32

I was just watching the programme on Countryfile on TV tonight. Huge piles of agricultural waste plastic building up on farmland that they can't get rid of any more. It used to be shipped to China but of course China isn't taking it any more. And it is now illegal to burn it or landfill it in the UK. So they simply can't get rid of it and it is building up rapidly all over the place.

The government doesn't have an answer to this problem except to say that the farmers will now have to pay to dispose of their plastic. But that isn't a solution because there is nowhere that they can get rid of it.

PHE needs to get its DMG systems up and running fast - there are thousands of tons of feedstock piling up on the farmland, and the government has absolutely no idea what to do about it.

[lagosboy] 11/1/2019 09:50

Just check out the history of both stocks - they have both crashed big time so anyone listening to my comments had the option to take them on board and save themselves a lot of money.

They can always buy back now if they wished to.

It does matter if I am short or not, I am entitled to a view and bullish a or bearish views are equally valid.

Nothing I post on here is remotely correlated to the commercial performance of the companies and ultimately their share price performance.

[on target] 11/1/2019 09:33

Just had a glance over your posting history lagosboy, and literally all your posts are negative posts on two stocks; PHE and SUMM, going back 6 months or more. Are you short on these two stocks? Are you actually invested in anything yourself?
You are of course entitled to post however you wish, just wondering why someone would spend their time doing that.

[spawny100] 11/1/2019 08:35

As far as i am aware filing of patents has not been announced. We were told that they were being prepared for filing.

[lagosboy] 11/1/2019 08:33

Filing of patents has already been announced - wake up

What's happened to the planning permission at Protus Site?

Why no update on WrightBus MOU?

Why no update of Quarter MOU?

Why no update on Bulgaria Bus Deal?

I will tell you why, because its all pie in the sky- this company throws out announcements like confetti and when nothing comes on them hopes everyone forgets about them.

Must also be getting a little twitchy about lack of a follow up on Toyota Skype Call - thought that happened in December ?

As cash runs down, watch out for this being taken private and shareholders suffering the inevitable consequences.

Why on earth is it left to a major shareholder to bang down doors and leak dodgy information to The Express.

Its wholly unprofessional and a sign of the desperate operational, commercial and financial position Phe is in. To play in this park requires plenty of capital.

[spawny100] 11/1/2019 06:16

My gut feeling is that next news will likely be the filing of patents. Should see a very decent rise on that imo.