Ceramic Fuel Cells Die Rakekte kommt! Der Anfang


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103 Postings, 5810 Tage speedy123Bei den Zahlen?!

 
  
    #3126
19.08.10 11:52

PS:
Wo ist bei dir Norden?

 

637 Postings, 5727 Tage vollnoobwas für ein gemetzel...

 
  
    #3127
20.08.10 07:41

23601 Postings, 6421 Tage Chalifmann3Löschung

 
  
    #3128
20.08.10 08:24

Moderation
Zeitpunkt: 21.08.10 22:51
Aktion: Löschung des Beitrages
Kommentar: Regelverstoß - Kursziele bitte belegen

 

 

103 Postings, 5810 Tage speedy123So schlimm,

 
  
    #3129
20.08.10 09:15

ist es vermutlich auch wieder nicht.

Also ich steig bei €0,11 wieder ein.

 

211 Postings, 5689 Tage Embudu@Chalifmann

 
  
    #3130
20.08.10 11:09

Dann erläutere doch mal, wie Du zu Deiner positiven Einschätzung kommst. Es ist doch wohl nicht etwa nur ein bloßes Bauchgefühl, oder ?

Aus der Luft gegriffene Schätzungen/Vermutungen ohne jegliche Grundlage sind leider wenig zielführend und für Zwecke der weiteren Diskussion unbrauchbar.

Aber solltest Du wirklich richtig liegen, dann wäre das aus meiner Sicht hervorragend, denn ...

2012 = 0,20 €    

2013 = 0,30 €

2014 = 0,70 €

2015 = 1,00 € (Bestellung Porsche)

2016 = 1,50 € (Auslieferung Porsche und dessen Bezahlung)

@Chalifmann; Bin ich mit meiner Einschätzung für die Jahre 2012 - 2016 zu pessimistisch ? Wie siehst Du die Entwicklung in den nächsten 6 Jahren ?

 

 

23601 Postings, 6421 Tage Chalifmann3Löschung

 
  
    #3131
1
20.08.10 11:20

Moderation
Zeitpunkt: 21.08.10 22:51
Aktion: Löschung des Beitrages
Kommentar: Unterstellung - Aussage o. Quelle im Betreff u. 1. Satz

 

 

2752 Postings, 5700 Tage tokatciLeute benutzt den Melde button

 
  
    #3132
20.08.10 17:24
Der lernt es nie.

Und zu deiner Kenntnis Chalifmann du bist wieder gemeldet!!!

P.S. Wenn das mit Wamu klappt dann geb ich dir nen Tausender wenn du auf unserer Party auftauchst.

VERSPROCHEN!!!

103 Postings, 5810 Tage speedy123Etwas für

 
  
    #3133
20.08.10 17:40

103 Postings, 5810 Tage speedy123Oder auch nicht

 
  
    #3134
20.08.10 17:41

203 Postings, 5545 Tage maxmarcusBezugsangebot von CFC Barkapitalerhöhung

 
  
    #3135
25.08.10 10:58

Habe die Tage von meiner Bank die Info erhalten, im Verhältnis 6 zu 1 vom 3.9 bis 17.09

angeboten bekommen...

 

Wer weiß mehr?

 

26 Postings, 5215 Tage Kurt22@maxmarcus und alle anderen CFCLer

 
  
    #3136
25.08.10 14:53

Hallo an alle erstmal...

Bezugsangebot?? Wenn das also so stimmt, was genau passiert dann? Du sagst Maxmarcus, die Bank schreibt im Verhältnis  6 zu 1? Und vom 3.9 bis 17.9.?  Ist das nun dieser besagte Re-Split, von dem immer gesprochen wurde? Welche Vor- oder Nachteile habe ich als Aktionär davon? Meine Aktien werden dann durch 6 geteilt, und eigentlich bleibt doch alles gleich, nur der Preis von CFCL steigt doch dann oder? Und was ist wenn ich das nicht möchte und behalte meine alten Aktien, geht das überhaupt? Hätte man dann als Aktionär von CFCL ca. 2 Wochen um seine Aktien zu verkaufen, oder sie zu behalten? Wer sich da jetzt genauer auskennt bitte ich um Erklärung und was wir als Aktionäre tun sollten mfg der Kurt

 

211 Postings, 5689 Tage EmbuduOverseas Offer

 
  
    #3137
25.08.10 21:45

In addition, the Company has announced a limited offer proposed to its existing UK and European shareholders to raise a maximum of €2.5 million (Overseas Offer). On 19 August, the Company completed a share placement with certain UK and European based investors and raised £10 million (Placing).

 The Overseas Offer is an open offer, so you can apply for as many shares as you like, but the total will be capped at just over £2m (19m-odd shares), which corresponds to about 1 per 6 existing overseas held shares.
 

211 Postings, 5689 Tage Embudu@Kurt

 
  
    #3138
1
25.08.10 21:51

natürlich kannst Du Deine Aktien behalten. Du musst diese nicht verkaufen. CFCL gibt neue Aktien aus (Kapitalerhöhung). Du kannst diese erwerben, wenn Dir danach ist. Näheres siehe „Overseas Offer“ (gerichtet an Aktionäre außerhalb Australia).

 

 

893 Postings, 5773 Tage andkoswie erwartet

 
  
    #3139
26.08.10 05:41

das ist natuerlich kein re-split und die einzige person die jemals von einem re-split gesprochen hat, war tokatci, sonst niemand und es gab auch keine geruechte in diese richtung. ich habe vor laengerer zeit mal gepostet, dass ich eine kapitalerhoehung erwarte, da dem unternehmen schlicht die liquiden mittel ausgehen um groesser aufzutreten und genau das ist jetzt eingetroffen, ob ich da mitziehen werde, weiss ich noch ned, der abschlag ist doch eher gering und es ist zu erwarten, dass man in kuerze unter diesem preis landen wird

 

211 Postings, 5689 Tage EmbuduOrder for 30 Bluegen Units

 
  
    #3140
26.08.10 06:10

 

 

 

26 August 2010

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 successfully met the pre-conditions for the previously announced order for 30 BlueGen gas-to-electricity generators from the Victorian Government’s Office of Housing.

On 30 April 2010 Ceramic Fuel Cells announced that it had received a conditional order for 30 BlueGen units from the Victorian Government’s Office of Housing. The order was conditional on the Government finalising funding for the project, and on the Office of Housing and Ceramic Fuel Cells jointly agreeing a model for the delivery of future BlueGen maintenance services.

Ceramic Fuel Cells is pleased to confirm that both conditions have been met and the order is now unconditional.

The Office of Housing will install the BlueGen units in public housing properties in metropolitan Melbourne and regional Victoria. The project will demonstrate the operation of the units and the benefits to tenants, via the generation of low emission power and hot water for the home.

Ceramic Fuel Cells is working with the Office of Housing to select the sites where the BlueGen units will be installed. The BlueGen units are scheduled to be installed from late 2010 to early 2011, for an initial two-year project period.

BlueGen uses fuel cell technology to convert natural gas into electricity. Over a year, each BlueGen can produce twice the electricity needed to power an average Victorian home – the excess power can be exported to the power grid. BlueGen also produces enough heat to meet the average home’s daily needs for hot water.

Ceramic Fuel Cells has achieved electrical efficiency of 60 percent, far higher than any other technology in the rapidly expanding global market for small scale power and heating generators. When heat is recovered from the electricity production process, total efficiency is up to 85 percent – more than twice as efficient as the average among current Australian power stations. This very high efficiency delivers significant carbon savings.

ENDS

 

VICTORIAN GOVERNMENT CONFIRMS ORDER FOR THIRTY BLUEGEN UNITS

 

 

211 Postings, 5689 Tage EmbuduBitte ...

 
  
    #3141
26.08.10 06:18

nicht irritieren lassen von meinem Posting zuvor! Die Bestellung war natürlich bereits bekannt. Die Meldung bezieht sich eher auf die "pre-conditions" des Geschäftes. Es handelt sich somit nicht um eine "weitere" bzw. "zusätzliche" Bestellung !

 

26 Postings, 5215 Tage Kurt22Kapitalerhöhung

 
  
    #3142
26.08.10 13:20

Wie ist denn die gesamt Meinung von euch allen zu dem Thema Kapitalerhöhung bei CFCL? Was sollte man jetzt tun?

Ich bin einwenig verunsichert was nun auf mich zukommt, hab in der Sache noch keine Erfahrungen gesammlt.

Und wie verhält sich das mit dem Abschlag es ist zu erwarten, dass man in kuerze unter diesem preis landen wird siehe

andkos? Bitte um Erklärung von euch mfg Kurt

 

211 Postings, 5689 Tage Embuduinstitutional investors

 
  
    #3143
27.08.10 07:33

The good thing is that they have institutional investors interested at this price.

ASX Announcement
27 August 2010
Issue of shares and compliance notice
Ceramic Fuel Cells Limited (Company) is pleased to announce that it has issued 95,238,096 ordinary fully paid shares at 10.5 pence per share (approximately 18.25 cents per share) as follows:
1
59,523,811 ordinary fully paid shares with institutional investors underwritten by Nomura Code Securities Limited, and
2
35,714,285 ordinary fully paid shares with a cornerstone investor in the United Kingdom.
 
Net proceeds of the issue of these shares will provide the Company with further working capital to facilitate the Company's continued commercialisation activities.
The Company has applied for the quotation of the additional shares and expects the grant of quotation to be given by 27 August 2010.
Attached is a compliance notice given under section 708A(5)(e) of the Corporations Act 2001.
Andrew Neilson
Company secretary


 

211 Postings, 5689 Tage Embudu@Kurt

 
  
    #3144
27.08.10 07:47

Deine Fragen lassen sich ganz simpel beantworten.

Stell Dir Folgendes vor. Dein bester Kumpel ist Landwirt im Bereich Weizen. Er besitzt ein Feld, eine Scheune, ein Lagerhaus und alles andere was man da so braucht ... außer einen Traktor, um den Weizen zu ernten. Nun fragt er Dich, ob Du in seinen Betrieb investieren möchtest. Er möchte von Dir 20 T€ und verspricht, dass im Falle einer positiven Entscheidung Deinerseits sein Betrieb fett performt und er Dir in wenigen Jahren Deine Investition plus 50% wieder zurückzahlt. Wie würdest Du nun entscheiden ?

Es gibt im Prinzip nur drei Möglichkeiten:

1. Du vertraust Deinem Kumpel, gibst ihm die Kohle und kassierst in ein paar Jahren fett ab.

2. Du vertraust ihm nicht und gibst ihm keine Kohle, sondern legst Dein Geld bei Deiner Sparkasse an für 2% Zinsen/Jahr.

3. Du hast ihm bereits zuvor 10 T€ geliehen und bist nicht bereit Deine Investition weiter aufzustocken, sondern hoffst statt dessen, dass andere dies für Dich tun, damit Du Dein Geld samt Rendite wieder siehst.

Diese Entscheidung musst Du jedoch für Dich selbst treffen. Es ist also sehr simpel.

Ich persönlich habe mich für die 3. Möglichkeit entschieden.

 

 

 

103 Postings, 5810 Tage speedy123Erst einmal abwarten,

 
  
    #3145
27.08.10 11:34

ist auch meine Devise.

 

26 Postings, 5215 Tage Kurt22@Embudu

 
  
    #3146
27.08.10 15:15

Danke für die ansehnliche Erklärung :-)  Embudu

Ich bin auf jedenfall auch für die 3te und 1ste möglichkeit und glaube auch das unsere CFCL Zeit uns noch bevor steht wo

der Weizen noch kräftig wächst und der Bauer noch viel spass am ernten hat!

Also verstehe ich das richtig, das unsere ALT-Aktien somit nicht automatisch bei Halten bzw. Nichtverkauf in Neue umgewandelt

werden.Da passiert nichts damit?!  Oder werden sie bei Halten im Depot automatisch in die Neuen Umgewandelt? Oder anders gefragt worin bestehen die Vorteile der Alten zu den neuen Aktien und umgekehrt?Wer kauft die alten in ein paar Jahren noch? Wenn ich neue Kaufe Vermischen die sich mit den alten

oder habe ich dann eine neue Position? Sorry habe viele fragen,weil aus Wikipedia wird man auch nicht schlau, und außerdem ist mal seit längerer Zeit mal wieder Diskussions bedarf in diesem Forum über etwas Interessantes ohne dummes geschwätz von Leuten die CFCL nur bashen wollen,ihr wisst was ich meine grüße Kurt

 

 

 

 

211 Postings, 5689 Tage Embudu@Kurt

 
  
    #3147
27.08.10 17:32

ich müßte schon sehr sehr daneben liegen, wenn meine folgende Aussage nicht stimmen sollte. Bei der hier bevorstehenden Kapitalerhöhung wird das Eigenkapital erhöht durch die Emission von neuen Aktien, d.h. die Anzahl der Aktien erhöht sich. Diese "neuen" bzw. "zusätzlichen" Aktien unterscheiden sich nicht von den "alten" bzw. bereits ausgegebenen Aktien. 

 

211 Postings, 5689 Tage EmbuduMeinungen

 
  
    #3148
29.08.10 17:42

MEINUNG EINES TEILNEHMERS IN EINEM ENGLISCHEN FORUM ZUM THEMA "Kauf zusätzlicher Aktien - ja oder nein":

I have been thinking long and hard about whether to participate in the share offering and how many additional shares I will take up.

As the circular points out there is going to be a dilutive effect because of the share offering so it would make some sense to take some, even if only enough to account for the dilution.

However, the decision to invest has to be based on more than just that. Is the company going to make good use of the funds and increase the value of the company in the next twelve months?

In this respect it is my judgement that I think they have a specific purpose for the funds, and I am treating it as a call for equity in order to draw down debt to satisfy orders.

Why do I think that? Well, just a few things I have picked up from recent releases:

1. They have seemingly had very little difficulty in attracting some institutional and keystone investors to buy in at 10.5p. Given that risk appertite in the market at the moment is generally muted, I think that this is an good indicative sign of confidence in the company.

2. They are in advanced discussions with EWE and their appliance partner in Germany, Bruns, in relation to large orders for the mCHP product.

3. They have been spending time on getting the large furnaces ready at Heinsburg for producing large volumes of high quality product. Why would you spend time on this unless you anticipated large scale orders coming?

4. They are moving their entire production of the fuel cell units to Germany in January 2011. The Melbourne production will be ceasing operation. Hence, they are moving away from pilot production to more cost effective and larger scale production in Germany.

BTW, I also think Germany is exactly the right place to start up production and this is going to be the first market for their products. Germany, has a good track record of backing innovative green technology and providing the market conditions for them to thrive.

I would also currently thinking that orders from the UK will be second, followed by Japan (both of these markets becoming active next year, with the proviso that the wider economy does not fall on its knees, which brings me to my next point).

The major possible fly in the ointment to short term success of the company is the perilous state of the wider economy. If things take a distinct downturn it will halt any commitments from the utilities to place large orders for new innovative technologies such as that offered by CFCL.

Hence, the decision to invest in CFCL at the present time, is in my view almost certainly not without risk. However, one thing I am absolutely certain about is that it is exactly companies like CFCL, which should be leading the economies of the world out of recession.

As always this is IMHO and DYOR.

ES GIBT SELBSTVERSTÄNDLICH AUCH SEHR NEGATIVE ANSICHTEN ZU DER ANSTEHENDEN KAPITALERHÖHUNG.

 

 

23601 Postings, 6421 Tage Chalifmann3Löschung

 
  
    #3149
29.08.10 17:52

Moderation
Zeitpunkt: 29.08.10 23:39
Aktionen: Löschung des Beitrages, Nutzer-Sperre für 2 Stunden
Kommentar: Regelverstoß - Spam wie so oft

 

 

211 Postings, 5689 Tage EmbuduStockopedia - Interview with Andrew Neilson

 
  
    #3150
31.08.10 09:14

http://www.stockopedia.co.uk/content/andrew-neilson-of-aim-and-asx-listed-ceramic-fuel-cells-talks-to-stockopedia-46971/" target="_new" rel="nofollow" lpos="" lid="http://www.stockopedia.co.uk/content/andrew-neilson-of-aim-and-asx-listed-ceramic-fuel-cells-talks-t">http://www.stockopedia.co.uk/content/andrew-neilson-of-aim-and-asx-listed-ceramic-fuel-cells-talks-to-stockopedia-46971/

Over the last financial year, Ceramic Fuel Cells (LON:CFU) , the AIM and ASX listed fuel cell company, has succeeded in taking orders for 51 units of their key ‘BlueGen’ modular fuel cell generator including a single order of 30 units with the Victorian Government’s Office of Housing. It’s been a long road for a company that has been operating since the 1990’s, but in tandem with other leaders in fuel cell markets, their products are finally seeing real world installment. The company recently successfully raised another £10m from new investors to ramp up their production capabilities and drive the business forward into 2011. We spoke again with Andrew Neilson, the Group General Manager - Commercial, to discuss the progress made to date and the outlook for the next 12 months and beyond.
Q. Andrew, since we last spoke in May, Ceramic Fuel Cells has made many announcements of BlueGen sales to utilities and government bodies across the globe.  Can you tell us about the progress you've been making?
As you've pointed out we've had quite a few sales. Starting out in the first months of the year in Germany, almost exclusively through German utilities.  Since then we've had strong support in Australia, the Victorian Government order for 30 BlueGen units is particularly significant for us and recently we've made great progress in  Japan - Osaka Gas have ordered their second unit and Tokyo Gas their first -  and more recently we’ve had our first sale in the US .  The utility that will be installing BlueGen there is Southern Californian Gas, the largest Gas company in the US.  So the progress has been very strong.
Our approach at the moment is to target early foundation customers who are ideally in the position to place large follow on orders themselves like utilities, or those who are in position to influence other people like VicUrban or the Victorian Government -  those early customers can effectively give the product the tick of approval or an endorsement into the market.  We do get lots of people wanting to buy BlueGen themselves, and we are working with Neco and Harvey Norman (Australias largest electronics retailer) to market to retail customers, but we haven't made sales through those channels yet.   In time absolutely we want to sell to the residential market, but at the moment we are focusing on commercial customers.
Q. You've just successfully raised over £10m in a placing for new investors -  how will those funds be allocated over the next 12 months?
In broad terms, there will be a chunk of money to be spent on value engineering projects, to reduce the cost of the components of BlueGen and the integrated mCHP product.  At the moment we know the product works, and the components all work, but some of them are still relatively expensive so some of the money will be used to fund projects to reduce the component cost.   Some of the money will be used to set up our BlueGen assembly operation in the Heinsberg factory in Germany.  Currently we assemble BlueGen in Melbourne but by January it will be moved to Germany. By the middle of next year, we will look to be assembling a couple of dozen units per week in Germany as a ball park estimate.  
 Some of the funds will be used to get product certified for Japan and the US - some modifications to the power management system are needed for those markets.  And the rest of the funds will be used to fund our ongoing sales, marketing and product development programme.
When we announced the placing, we also announced an open offer to existing UK investors and a rights issue to existing Australian & NZ investors.  It's important that we give existing investors the same opportunity to buy shares at the same price as new institutional investors.  We are conscious that our retail shareholders have supported the company well.  Each shareholder can subscribe for as many or as few shares as they want, it's not a fixed entitlement… but the overall offer is capped at 2.5m euros which is the maximum we can raise without having to go through the lengthy process of creating a full prospectus in the UK.
 Q. Victorian Government's Office of Housing, has just confirmed your biggest order to date for 30 BlueGen units.  Can you explain a bit more about the significance of this?
Sure, it's significant for several reasons. Firstly it's our first order for more than 3 units, but also it's an important first step in showing the office of housing how the products could fit into their social housing units.  The Office of Housing owns and manages lots of social housing properties, so the potential for BlueGen to be installed in those properties is very large.   It also provides a template for us going to other governments in other states in Australia or in other markets and offer them a similar project with similar benefits.  The final reason is that in Victoria there's currently no feed in tariff (FIT) for our products, as they are restricted to renewables, specifically solar PV.  The State Government are currently consulting on extending the FIT, so we like to think that having our product installed with government customers can help in our discussions on the FIT.
We are encouraging the Victorian Government to extend that tariff to low emissions technologies such as fuel cells like the UK government and Germany has done.   It's important to help us get into the mass residential market.  In the worst case, if there's no FIT, it's not fatal to us, it just means our products would have to be sold to homes or building owners that could use all of the power on site, and there's plenty of  buildings that can do that, so an FIT is really a way to help us get into the mass market of residential homes.
Q.  With the Australian election being inconclusive and looking headed for a hung parliament, it looks like the Green party may form part of a coalition government.  What impact could that have on emissions and carbon taxes policy and how might that affect you?
It's a really interesting time in Australian Politics.  The Greens will hold the balance of power in the Senate, which is our equivalent of your House of Lords, and it looks like it will be some independents that will hold the balance of power in the Lower House which is where the government is formed.  Those independents all seem to have different positions on emissions trading or on carbon taxes or climate change policies, so it is a bit of a mishmash at the moment.  Certainly I think there's a strong move in Australia for an emissions trading scheme or for some other price on carbon.  Unfortunately most of the major parties aren't taking a strong position on that, but ultimately I thinks it's a matter of time.  A price on carbon will help any low emissions technology including ours.
Q. BlueGen units are currently being assembled in Melbourne but the manufacturing facility at Heinsberg, Germany, is designed to produce at scale.  When will manufacturing be moved completely to Germany?
The factory in Heinsberg is currently set up to produce the fuel cell stack, the heart of the Gennex fuel cell module, where all the power is produced.  The factory is currently making stacks in small numbers and we aren't currently using our large volume furnaces at the moment.  We said in our update that we are working with the manufacturer of the furnaces to make sure we can scale up those furnaces at an acceptable quality rate.  We will need to do some work on the furnaces to scale up production, but in the mean time we are comfortably making stacks here in Melbourne, so it's not a key constraint for us, but the we plan on transferring the assembly of the BlueGen units from Melbourne to Heinsberg from January 2011.
Ultimately, Melbourne will remain focused on R&D product development, pilot manufacturing and small scale manufacturing.  But it is important that our factory in Germany becomes the location where we do scale up for volume.  It's not a bad thing that they are physically so separate.  The culture of a manufacturing operation should be very different from the culture of an R&D volume manufacturing plant.  In Germany, there's no experiments allowed, it's about making the same thing day in and day out.
 Q. With the enormous potential markets in Germany, the UK and Netherlands, investors will be keen to see similar numbers of integrated CHP units being sold to utilities there.  What's the progress to date on that front? 
We are obviously still working very hard with EWE in Germany,  GDF Suez in France, and E.On in the UK.  The first integrated units were installed late last year, early this year and have been running for a good time.  The nature  of these projects is that they have definite staging gates or phases, so what we are doing now is talking to each of those partners about the details of the next phase.  
We do have a contract with E.On in the UK that maps out a product development agreement leading to an order profile for a commercial product, so we are still very much working to that programme.  It is the nature of these agreements that unlike BlueGen where we announce sales on a regular basis,  these collaborations tend not to generate news when you are working through the project phase but when you reach the next phase the announcement will come out.  We are still working hard with all those partners and are confident that we will have more to say in future.
Q.  What is the current lifespan of your fuel cell stack and how much progress has been made over the last 12 months in extending it's longevity?
One of the challenges of all fuel cells is lifetime, but we have made good progress.  One of the facts of fuel cells is that at the moment there's no model for accelerated lifetime testing!  So to prove that a fuel cell stack can last for 4 years, you have to operate it for 4 years, but of course, by the end of that period you've moved on 3 or 4 iterations in your technology.  We do have very long term tests that have been running in Melbourne.  We've got a fuel cell stack that has been operating for more than 2 years.  We do have a lot of test data, and are offering BlueGen with a warranty and support period of typically 12-24 months, so the Victorian Government for example it's 24 months.  We are certainly confident that the product is ready to go out to early customers, we will keep improving the lifetime.  We've said before that the target is 5 years, or roughly 40,000 hours - that's still the target and we are very confident we will achieve it.
Q.  Usually, fuel cells companies are quite proprietary about their intellectual property, but in June you announced a licence agreement with NexTech Materials to market your patented coatings formulations to third parties.  Could you let us know the thinking behind that?
We've got a patented solution that solves a problem that lots of other fuel cell companies have.  We think there's a market need for the solution we've created.  It's unlikely that other fuel cell companies would feel comfortable buying a solution directly from us, and frankly we're not set up to sell products or services directly to other companies.  NexTech is an independent company that already markets powders, coatings and solutions to the Fuel Cells industry, so we think they are an ideal partner to licence our IP and offer products to other companies.    The marginal cost to us is almost zero, and while it's unlikely to be enormous in the early stages,  it offers an opportunity to create some additional revenue.
Q. Some US fuel cell companies such as Bloom Energy have been courting publicity this year in some eye catching ways.  Do these kinds of Hollywood stunts frustrate you or does the extra media spotlight on the sector help?
The Bloom Energy PR machine was certainly in overdrive for a while there but they had been in stealth mode for about 8 years and have been around for a long time.  Of course there's a risk in any publicity that the market gets overhyped and promises are made that can't be delivered, but we think the publicity is positive.   While we don't have the resources to get onto 60 minutes in the US, if Bloom Energy can do that and start educating the market in general about fuel cells and distributed generation then that's a positive thing for the sector.  
Q.  For UK investors in solid oxide fuel cell companies, they sometimes see the portfolio choice as being between you and Ceres Power Hldgs (LON:CWR) .  What do you see as your key differentiators and the main reason for investors to preferentially back your company over the next couple of years? 
It is a question we get asked a lot, but I don't see this as an either or decision.  The markets we are targeting are enormous globally.  Conceptually, if you think of every home that's connected to natural gas and the power grid.  I think there's plenty of opportunity for several companies to survive and prosper.  We do think that there are some things that we've put in place that maybe other companies haven't had the time to do - volume manufacturing and critically for us having customers in many different markets.  One of the key risks of an emerging technology or a new product is having only one path to market or one market you can address, which is one reason why we do have customers in lots of different markets.  On the technology side I would point to our electrical efficiency as being a key differentiator.   Overall I wouldn't see it as a binary decision as these are huge markets and several companies will survive and do really well.
Q.  And finally what aspect of the next 12-24 months is most exciting to you at Ceramic Fuel Cells?
We are really excited about actually having our product out in the market, ideally in people's homes, and really making the next step toward churning out products.    We've come a long way with the technology and we are now on the point of actually installing products - I want to get one for my own house,  but I've got to get in line!
Thanks for speaking with Stockopedia News. 


Andrew Neilsen - Group General Manager - Commercial
Mr Neilson has worked as a solicitor with one of Australia's largest law firms, and as an in-house legal counsel and commercial manager for two NYSE-listed global IT firms.  He has experience with commercialising technology, identifying and managing commercial risk and in structuring and negotiating a range of contracts with global partners, suppliers and customers. Mr Neilson is a Graduate of the Australian Institute of Company Directors and holds a Bachelor of Laws (Honours) and a Bachelor of Commerce.
 

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