Ceramic Fuel Cells Die Rakekte kommt! Der Anfang

was passieren kann weiß man nicht, schaut doch vielleicht einmal im halbjahr vorbei;-)  

Ich bin jeden Tag am PC. Zu groß die Verlockung, mir den Kurs von CFCL anzugucken.....  

und aus dem nichts was positives zu machen, der kurs in sydney bricht zumindest nicht ein und hälts sich bei 17cents  

wenn ich hier schon lese, dass einige schreiben...

ich schaue in 5 Jahren wieder vorbei!!!!

Ich kann mich daran erinnern, dass sowas ähnliches schon mal gesagt wurde.
Nemlich immer dann, wenn wir Kurse wie diesen hatten.

Wo sind denn diejenigen, die vorhergesagt haben, dass wir Anfang diesen Jahres mit einem Aufschwung des AKtienkurses rechnen können.

Meiner Meinung nach ist das alles nur heiße Luft.

Ich werde es mir jetzt auch ganz einfach machen und auch erst wieder in 5 - 10 Jahren reinschauen werde.
Vielleicht haben wir dann ja mal die 0,15 € wieder erreicht.  

http://www.theage.com.au/victoria/...fired-economy-20100312-q48i.html

Fuel cells a tough sell in a coal-fired economy ADAM MORTON March 13, 2010 .Ads by Google 2010 Wind Power Report 4 wind energy companies set to soar in 2010 and beyond. Free report. www.InvestmentU.com/Wind_Stocks Ceramic Fuel Cells' Brendan Dow. Photo: Michele Mossop

IF YOU are flicking on a light switch in Melbourne today, there is a 96 per cent chance you are buying electricity generated more than 100 kilometres away, beneath a Latrobe Valley smokestack. It is a cheap way to set up an electricity system, but hugely inefficient. An estimated 75 per cent of the energy generated at Hazelwood and Yallourn is lost as heat or used onsite. Another 5 per cent is lost during transmission and distribution. It means only about 20 per cent of the energy ends up making the distance. The electrons firing your bulb are also environmentally unfriendly, coming from decades-old technology that burns brown coal, the most greenhouse gas intensive major power source. The replacement for this ''dirty'' power in coming years may not be what most expect - initially large-scale gas plants supplemented by wind farms, with solar thermal and geothermal hopefully to follow. It could also come from a box about the size of a small washing machine that sits down the side of your house. This, at least, is the line of Ceramic Fuel Cells, the company behind the solid oxide fuel cell technology known as BlueGen. Based in Noble Park, it is said to produce enough power in a year to run a standard home more than twice over. BlueGen creates electricity and heat by passing natural gas over ceramic fuel cells. According to Ceramic Fuel Cells managing director Brendan Dow it is 85 per cent efficient and cuts the average home's annual carbon dioxide emissions by 18 tonnes. ''At the moment they are about $25,000 to $30,000 installed but I predict within the next three to four years they should be $10,000,'' Dow says. ''But this is misleading, really. They will be like a mobile phone, where you don't pay for the handset, you just pay for the contract. Here, you won't pay for the BlueGen unit, just for the gas.'' It is a big call. Just 30 BlueGen units have been sold to date - and just four in Australia. The majority of sales have been in Germany, which is better prepared for decentralised electricity generation after years of the government generously promoting rooftop solar photovoltaic panels. But Ceramic Fuel Cells is now approaching an important turning point. It expects safety approval by a Netherlands rating agency in the next three weeks, making large-scale installation much easier. It has signed deals with a handful of European companies, opened a manufacturing plant near Dusseldorf and employs 80 people in Melbourne. Premier John Brumby opened the Noble Park plant last May, and has been vocally supportive. Dow spruiks a bright future: "We will be cash-flow positive by next year. We're only planning on selling a couple of hundred this year, but the plan is to sell up to a couple of thousand next year." The question Ceramic Fuel Cells poses for policy makers is: does an innovative low-emissions technology that emits less carbon dioxide than brown coal deserve public help to become cost-effective? In the US, fuel cells are the flavour of the month thanks to some heavyweight support for a silicon fuel cell known as the "Bloom Box". Launched last month by California Governor Arnold Schwarzenegger, it boasts Google as its first customer and has been backed by eBay, Wal-Mart and Coc-Cola. The rhetoric at the US launch was expansive. Schwarzenegger said the fuel cell technology was "shaping the future of energy". For the moment, Bloom and BlueGen are operating on a different scale - one fridge-sized Bloom Box unit generates enough power to run a street block and costs up to $US800,000 ($A874,300). Ceramic Fuel Cells sees a bright future in Europe, but is less certain about a cautious Australian market still hooked on coal. It is lobbying hard to get the Victorian government to add it to a list of technologies that utilities are obligated to buy electricity from. "Not having that is why we've backed off in Australia," Dow says. "That's the single biggest hurdle to commercialisation in Australia." Dow is hopeful of a decision by mid-year. Victorian Energy Minister Peter Batchelor told The Age only that the government was keen to hear new ideas and met regularly with companies developing low-emission technologies. In Canberra, Dow has been pushing for the federal government to create an extra energy target - on top of its schemes for large and small-scale renewable energy - for low-emissions generation. It won't happen. Climate Change Minister Penny Wong declined to comment; Dow says the government was "yet to see that renewables are not the only answer to a low-emissions future". The opposition has been more encouraging, flagging the prospect of supporting the technology in its recent "direct action" climate policy. But it is also blocking the introduction of a carbon price through an emissions trading scheme, which may be the best way to help BlueGen compete. Among environment and clean energy campaigners, BlueGen has measured support. Russell Marsh, policy director with the renewable-focused Clean Energy Council, says policymakers had not yet caught up with low-emissions technologies pitched at a household level. He believes they deserve support through, at least, a carbon price. But he also offers a note of caution. ''The jury is still out on exactly what fuel cells can deliver,'' he says. ''I think we need to be careful about how much these things, like any new technology, are promoted as the answer.'' Environment Victoria campaigns director Mark Wakeham is more upbeat, describing BlueGen as ''a useful technology that we should be trying to get to market'', particularly as an efficient way to provide hot water. Solar hot water is only in 4 per cent of homes - there is plenty of room for both. The best way to promote the technology, he says, would be through a national energy efficiency target. ''How the economics will stand up is a little uncertain,'' he says, ''but cold climate places like Victoria and Tasmania are likely to be where they work best.'' Adam Morton is environment reporter.

 

Dow spruiks a bright future: "We will be cash-flow positive by next year. We're only planning on selling a couple of hundred this year, but the plan is to sell up to a couple of thousand next year."  

ich plane auch 2011 millionär zu sein, ob es wirklich eintritt ist die andere Frage. ;) 25-30.000 AUD oder 16-20.000 € ist schön nen saftiger Preis. Selbst die 10.000 AUD sind immernoch 7500€ . Bei dem Preis rechnet sich das ohne subventionen nicht. Da zahlste ja noch drauf, denn soweit ich weiss muss der Stack nach 5 Jahren ausgetauscht werden.  

genauso wie Du. Aber mir sind derartige positive Aussagen (inwieweit eine Umsetzung erfolgt, keine Ahnung!) zunächst einmal lieber, als wenn man gar nichts Neues bzgl. Zukunftsplänen/Strategie vom Management hört. Ähnlich wie einige andere in diesem Forum, werde ich langfristig dabei bleiben und die Sache in den nächsten Jahren beobachten.  

heute über 6Milion.warum bewegt sich der Kurs nicht?  

zumindest bei uns...  

Volumen hat nix zu heißen, solange genausoviele Käufer wie Verkäufer da sind bewegt sich der kurs keinen cent  

http://www.theaustralian.com.au/business/opinion/...vk0-1225840644743

IT'S rare for a company to celebrate the success of a would-be rival, but when you are trying to get people to change the way they think about energy sources, exceptions can be made.

Californian start-up Bloom Energy has launched a 100kW fuel cell dubbed the Bloom Box with an extraordinary amount of publicity, obtaining precious time on the US version of 60 Minutes, widespread mainstream coverage and an initial corporate client list that boasts Google, eBay, Wal-Mart, Coca-Cola and Bank of America.

All this might have been grating to Australia's Ceramic Fuel Cells, which claims to be the world leader in fuel cell technology, with systems more efficient than Bloom's, but it has been sailing under the radar of mainstream media in this country.

"I think it is fantastic," Ceramic chief executive Brendan Gow says. "It gets people thinking about things that are not just renewables -- they are not the only solution."

A fuel cell acts as a stand-alone generator, converting fuel such as gas into electricity with far fewer emissions and at lower cost. Other versions are already popular in countries where grids are non-existent or unreliable.

In principle they could do away with grids, but most household clients would want to be able to sell excess energy back into the grid.

"The market is vast," Gow says. "It is so big that even if Bloom is extremely successful, no single company could service that demand." In any case, they don't yet compete in the same market, with Bloom's 100kW units targeting larger installations such as office buildings, corporate headquarters, data centres and manufacturing facilities, and Ceramic's 2kW units focusing on households.

Ceramic is currently crossing technology's Valley of Death -- the perilous path from bright ideas and development to commercialisation and installation. It is initially targeting Germany, where the tariff-based system means it can easily sell energy back into the grid, and where numerous city-based utilities have a different view of energy provision, treating it more as a service than a race to sell as many electrons as possible.

These organisations are more open to risk-taking than many of their Australian counterparts.

Ceramic has sold units to a dozen or so European utilities. Gow estimates some 25 million customers are located within hours of its German factory, which this year will produce up to 400 units, with several thousand expected next year.

Gow says risk management is the key to the rollout, and while it is happy for Bloom to grab the headlines, it will be hoping its product has more substance than hype.

Expect a lot of the latter, though, because Bloom's backers, which include venture capital heavyweight Kleiner Perkins, have poured in some $400 million. They seem anxious for an initial public offering and reckon the company is worth $US1.5 billion ($1.63bn). That would make Gow and shareholders happy.

Algae advances

MORE international corporate heavyweights are showing interest in developing algae as an alternative fuel source.

In the past week US defence contractor and technology group General Atomic has signed a joint venture with Australia's Beach Energy to pursue large algae developments in the Cooper Basin, and US defence and aerospace giant Honeywell has signed a joint venture deal with New Zealand's Aquaflow Bionomics to develop algae for biofuels and energy.

Honeywell has been at the forefront of developing algae fuels for use in jets. Exxon Mobil announced last year it would spend $US600m on algae research and development. There is a real belief that algae can emerge as a substitute for declining oil reserves. Unilever, meanwhile, has teamed up with Solazyme to develop algal oils that can be used in soap and personal care products.

The interesting aspect of the Beach deal with General Atomic is that the technology is not Australian, but the resources are. General Atomic needs sun, water, land and carbon dioxide for its algae farms, and the latter two are expensive in California -- CO2 because it is used for advanced oil recovery. It seems, CO2 already has a price.

General Atomic, which also owns the Beverley uranium mine, hopes to use CO2 from Beach's gas wells in the Cooper Basin as a feedstock and, if all goes well, create 1000-2000ha algae farms. Beach chief executive Reg Nelson says research indicates that algae farms can produce 30 times more energy than most crop-based biofuels.

The US government is throwing huge money into algae and other biomass developments, with general Atomic getting $US48m for its research out of a total budget of about $US1bn, pretty well matching what the US is directing towards carbon capture and storage. Contrast this with the Australian government, which has promised $2.4bn to CCS and has allocated $15m for second and third generation biofuel research. Go figure.

 

Meine Meinung:

Der Grund, warum es hier nicht mehr hoch geht, sondern eher runter:

Bloombox is ein sehr ernst zu nehmeneder Konkurrent! Mit den Investoren im Nacken fegen die CFCL locker vom Markt. Was will CFCL schon machen gegen Ebay, Google, Fedex und Walmart?? Fast täglich hört man von Bloombox....die sind bald auch überall! Jetzt kann man nur hoffen, dass CFCL am Rande noch etwas vom Kuchen abbekommt, oder Bloombox mit CFCL zusammenkommt....

Aber gegen Bloombox wird CFCL allein nicht gegen ankommen. Ich denke Im Kampf zwischen CFCL und Bloombox gewinnt derjenige mit dem besten Marketing! Wie es nunmal so häufig passiert....

 

ist die halbe Miete,
nur die angebotenen Produkte an und für sich,
sind noch nicht vergleichbar,
also keep cool,
vorerst.

 

fokussiert sich auf Geräte ab 100kW, es liegt in der Natur der Sache das sich große Anlagen schneller rechnen als die von CFCL. Ausserdem ist Dezentralisierung eine Kapfansage gegen die deutschen (und wahrscheinlich auch amerikanischen?!) Stromversorger, den dann stellt der deutsche Michel seinen Strom selber her und den Energieversorgern bleiben praktisch nur die Stromnetze/Erdgasnetze.Die werden aber mittlerweile auch verkauft, so dass die Energieversorger mit der dezentralisierung ihre Daseinsgrundlage verlieren.

Ich werde CFCL weiter beobachten, denn insgeheim wünsche ich mir das die Dezentralisierungsrevolution den fetten Energieversorgern die Hölle heiss macht.

 

eines Investierten aus einem anderen Forum:

"CFU only need to get a high volume forward order from one of the European energy providers for example EON and a whole new view point will unfold. I'm sure most of us hold this for the long term, yes there could be more dilution, but there could also be an acquisition. We don't know.
From memory Centrica purchased Ceres power holdings, so there is potential that CFU will be a target someday.
CFU also sell ceramic powder not sure what cash flow this creates?"

 

 

CERAMIC FUEL CELLS EXPANDS INTO SWITZERLAND

Ceramic Fuel Cells Limited [AIM/ASX: CFU], a leading developer of high efficiency and low emission electricity generation units for homes and other buildings, has expanded its European operations, with the sale of a BlueGen power and heating unit to Swiss utility Cosvegas.
Cosvegas supplies natural gas to more than one hundred municipalities in Switzerland.

From mid 2010 Cosvegas will operate a BlueGen unit in Lausanne, Switzerland to evaluate the technology for further deployment in Switzerland.

The order from Cosvegas follows recent orders for BlueGen units from other major utilities in Germany and The Netherlands, including E.ON Ruhrgas, EWE, RheinEnergie, Alliander and Gasterra. Ceramic Fuel Cells has also made BlueGen sales to customers in Australia and Japan. Ceramic Fuel Cells is also operating fully integrated power and heating products with leading energy companies E.ON UK in the United Kingdom and GdF Suez in France.  

eines Investierten aus einem anderen Forum:

RESPONSE FROM CFU

Given the controversy I decided to ask CFU what the price of Bluegen might be at volume production. As usual I received a courteous and very prompt response and I quote below the key parts of it.

"We get asked about price a lot. There is a big difference between the target price for a volume commercial product (which we've said publicly is about 6-8,000 Euros, so let's call that £4,500) and the price for early units for demonstration projects, like the BlueGen units we are selling now. The price for those units is a multiple of the target commercial price. We don't disclose current pricing because the commercial reality is (a) we charge what the market will bear, which varies between markets (and sometimes between customers), (b) we're negotiating with other customers now, (c) we've agreed with current customers to keep our terms confidential and (d) it will change over time.

Like any emerging product, costs are higher in low volumes. We are confident we can sell a good number of early units to get us into the market without having to "loss lead" on early units. As a shareholder I think that's good news for you. We want to maximise the return from each unit. (Sure, we could sell a lot more units if we cut the price to £4,500 from day one. But if we make a loss on each unit, not sure that's a prudent way for us to manage our cash...!) "

They are clearly more optimistic on the value of the pound than I am but equally the long term price is nothing like the figures sometimes quoted on this board. The fact that they are selling Bluegens at the price that the market will bear is at this stage very interesting and by implication the reponse says that they are concerned to manage cash carefully.

The continuing interest from utilities all over the world is surely a positive sign and one that cannot be ignored. Yes there are commercial issues to overcome, but they are streets ahead of any other domestic fuel cell manufacturer and they are actually selling Bluegens not giving them away. Will there be a cash call? - maybe. Is that a disaster? - no.

Would it be possible for contributors to this board to use price information that comes directly from the company rather than speculative articles. One may want still to argue that the price is too high, but as I have posted at some length before the price they quote does give a payback perhaps less than some posters think is necessary but please let us get discussion around the best information available.

 

CFU at HANNOVER MESSE 2010......... link below

')">http://www.h2fc-fair.com/hm10/exhibitors/cfc.html

Products / Services on display at HANNOVER MESSE 2010: BlueGen SOFC co-generation system

Forum Presentation Date: Monday, April 19, 12:20 pm Forum Speaker: Brendan Dow, Managing Director Forum Topic: Ceramic Fuel Cells - mass-manufacturing & moving forward

 

ist das bloom box nicht bei den Austellern gelistet ist, denen scheint der europäische Markt wohl nicht zu interessieren ?!? Gut für CFCL ...  

warum sollten die auch dort sein? bisher laufen erst ihre großgeräte in testläufen, aber keine serienproduktion, von den kompaktgeräten gibts eine grobe beschreibung, aber nichts zum angreifen und die werden sich so schnell nicht außerhalb der usa blicken lassen (aber dafür dort, das interesse der investoren auf sich ziehen)

nach den minimalen steigerungen letzte woche, allen noch eine schöne kommende woche (wobei sich ned viel tun wird;-)

 

den long term abwärtstrend (rot) geschafft

viel spass...  nächstes ziel 25-27 pfennig

natürlich nur m.M

 

news:

http://www.proactiveinvestors.com.au/companies/news/5834/ceramic-fuel-cells-and-japanese-heavyweights-form-alliance-5834.html

 

 

 

25-27 cent wären mir persönlich lieber

der derzeitige Stand in Australien +13% könnte dem Trend ( Gap ) entsprechen

mal gewinnt man
mal verliert man, wer will das schon  

WOW  

Klingt gut,
nur her damit.

Ansonsten die üblichen News von heute:

SOFC  Developer Ceramic Fuel Cells Announces Order From Mitsui and Osaka Gas  

Ceramic Fuel Cells has announced the formation of a  partnership with Mitsui & Co. and Osaka Gas.

 
Mitsui  & Co. has ordered a Ceramic Fuel Cells BlueGen gas-to-electricity  unit, to be tested and demonstrated by Osaka Gas at its testing facility  in Osaka.  


The order from Mitsui & Co. and Osaka Gas  follows recent orders for BlueGen units from other major utilities in  Germany and The Netherlands, including E.ON Ruhrgas, EWE, RheinEnergie,  Alliander and Gasterra.  Earlier this week Ceramic Fuel Cells also  received a BlueGen order from Swiss utility Cosvegas.  Ceramic Fuel  Cells has also made BlueGen sales to customers in Australia and to the  Paloma Group – owner of Rheem and Solahart – in Japan.  Ceramic Fuel  Cells is also operating fully integrated power and heating products with  leading energy companies E.ON UK in the United Kingdom, GdF Suez in  France and EWE in Germany.