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CFU - Ceramic Fuel Cells

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Thanks noco for the bit of fluff. Has assisted in my decision making somewhat on this stock. Especially the bit about Heinsberg opening. Ta.
 
noco ,thanks for the hard info..I was just searching the company website for any gleanings of news...Mind me asking where this intel comes from? I wouldn't mind being privy to it myself.

The best fact is the completion date for the factory...one more step on the long road.

Cheers Ya'll
 
Boyou said:
noco ,thanks for the hard info..I was just searching the company website for any gleanings of news...Mind me asking where this intel comes from? I wouldn't mind being privy to it myself.

The best fact is the completion date for the factory...one more step on the long road.

Cheers Ya'll
Click to expand...

I just E-Mailed the company and they answered the questions.

If you are a share holder, you ask the questions and they will respond to what ever you need to know. You are entitled to do so to any company.
 
noco said:
Two Questions were asked :-
* Will the initial cost be more expensive to install than other alternatives.
* When will production start in Germany and if you have any firm orders to date.

The following information was received today from CFU which may be of interest to all share holders:-

Like all technolgy, early units will cost more than commercial units - costs are driven by volume. But we come down the cost curve in relatively low volumes _ we don't need to sell 10,000 to be competitive.
Cost comparison depends on what the alternative is: if it's "doing nothing" and just using grid power, then yes, that may be cheaper (at least until power prices start to rocket!). If the alternative is another form of mCHP system (Stirling engine, I/C engine etc), then the value proposition is quite different. They are all "heat-led" _ they make a lot of heat and a small amount of power. If the heat can't be used they have to be turned off (eg.during summer) We are the opposite: we make power with a small amount of heat.
We have deliberately designed our technology to maximise electrical efficiency (which means morepower, less heat) because power is more valuable than heat.(And the incumbent heating techology, a condensing boiler, is >95% efficient _ tough to beat.The power grid is 35% efficient _ so beating that creates value. If a mCHP can't make power or heat more efficiently than the incumbent then we'renot sure what benifits it gives....) Our modelling indicates our product can generate significant returns and create value, even at higher unit prices than some of these alternatives.

Heinsberg is on track for opening in October 09.
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Thanks for that Noco. Pretty much what we thought is still true.
I was talking to a guy and he is keen to start using the units now, and you can bet with the smart metering starting latest this year in Victoria with its terrible prices for peak loads that everyone with large house to keep cool will be screaming for these units by this time next year. In fact, I doubt they will be able to keep up with supply once it gets well known.
 
just some info
thought you might like to know
CFU got a mention on the business channel twice this week, business night and business view. the more media coverage the better i recon.

for your info, i got in at .36cents .05 cents and yesterday at .185 cents ave=.135cents and im in for the long term.
here's hoping this stock will make a luna landing.

regards mick
 
Put on your space suit Neil Armstrong ... It's one small step for mankind ... I am in for a penny and in for a pound. Similar situation. Bring on the opening of the factory in Heinsberg Oct 09.
 
Is CFU also building anything related to this article.

Power company Nukissiorfiit has allied itself with India's H2 Logic in an experimental project to produce hydrogen. The agreement is part of an effort to reduce Greenland's dependence on oil and coal by investing in hydropower and hydrogen.

Nukissiorfiit has entered into an agreement with H2 Logic to establish a hydrogen and fuel cell system in Nuuk. H2 Logic was selected after a tendering process to build a test plant that could be up and running by the end of the year.
The project, nicknamed 'H2KT', will demonstrate whether it is possible to use hydrogen and fuel cells as energy storage in Greenland.

The facility will also serve as a demonstration plant to increase public awareness of hydrogen and fuel cells, according to Louise Johansson, a spokesperson for Nukissiorfiit. .

http://d1.openx.org/afr.php?n=a1033f49&zoneid=11243&target=_blank&cb=INSERT_RANDOM_NUMBER_HERE
 
Anyone have any thoughts on where this may settle in the near future? I first looked at this stock in October 2008 at around 0.35c. With the crash and a bit of capital raising it dropped to around 0.05c. Then climbed a touch until it launched the BlueGen, and up to 0.27c. Has since found support at around 0.18+c. I assume as more people get wind of this, some of the expected rise will from the factory opening will get priced in, and it will get a bounce on announcement. Obviously there is a portion of guesswork involved. Thoughts on November price?
 
Share price predictions? No way..I just watch the action. ..wondered why the SP did a bit of a wiggle on Monday.This may be the reason..let's see if the market thinks it is a milestone or a dissapointment.

Ceramic Fuel Cells and GDF Suez move ahead with development of combined heat and power units for French market

Ceramic Fuel Cells Limited (ASX/AIM: CFU), a global leader in fuel cell development, has extended its agreement with GDF Suez to develop and deploy fuel cell micro combined heat and power (mCHP) units in France.
Ceramic Fuel Cells’ heat and power units convert natural gas to electricity and heat, providing power and heating for homes and other buildings.
GDF Suez has agreed to fund their share of the development of a fully integrated mCHP, comprising a fuel cell module from Ceramic Fuel Cells together with a condensing boiler from the De Dietrich Remeha Group. The mCHP unit will produce up to 2kW of power and provide hot water for use in French households.
Ceramic Fuel Cells and De Dietrich Remeha expect to deliver the first fully integrated unit to GDF Suez in late November 2009. The integrated mCHP will be operated at GDF Suez’s test facilities in Paris. This mCHP will have all the functionality expected of a commercial mCHP product. In parallel the parties will work on the next version of the mCHP for deployment in large numbers.
This agreement to move to the next stage of product development follows the successful completion of the first phase of the partners’ product development. In this phase a semi-integrated prototype unit was developed in order to meet GDF Suez’s performance and lifetime requirements for the French market.
The company’s heat and power units have achieved electrical efficiencies of 60 per cent while exporting power to the grid. This electrical efficiency is far higher than any other micro combined heat and power technology.
Ceramic Fuel Cells is also developing products with leading utility and appliance partners in Germany, the United Kingdom and Japan.
 
i think its a milestone... cause if it was a dissapointment then they will have broken ties and perhaps the SP will have fallen to maybe 15c..
 
Hey spot..you are easily spooked! This one is for the visionaries..

Mind how you go there mate...;)

Cheers Ya'll
 
I can envision this thing hitting a wall real soon. My earlier posts were glowing in regards to the products biodiversity. My analysis is that they have ZERO orders. Building a factory in Germany to make WHAT? How can you tool up a factory when you only have a prototype of sorts. Too much blue sky for me.
 
The French are putting up their own money to develop their own version of the product. I can't see how this can be anything but good.
 
Each to their own I guess. More than happy for everybody with shares in CFU if I am wrong (and I truly hope I am) Great idea and no doubt will be a succes at some stage. Just not for this spotter of the trains today.
 
Plenty of good choices out there, Trainspotter.
This one is riskier than many.
Good luck.

As a trainspotter you can watch us leave the platform!!!:p:
 
Hmmm certainly is a concern 'spotter, I have been edgy with 'no orders' while proposing to open the new factory ...with its only order just to build a fully functioning unit for tests in Paris. The Nuon pull out (was it 50,000 units?) a few months back probably needs a replacement order verry soon from one of the other promising big European utilities.

I am sweating on some news of sustainable orders. How much drain on the company will the factory be without orders, what will happen to the personnel I assume are being sort to run the factory?

Good news that the French are still commiting money at least...
 
LOL no point opening the plant if there are no orders. As spotter said all they do is tests here and there. There should be a pre-order by now, why would utillity companies wait until plant opens? Maybe somethin else out there....Any1 know what kind of marketing CFU doing in europe and japan?
 
ZERO orders. I repeat ZERO orders. Why build a factory that is going to make what again? More prototypes? Massive factory sitting there full of personell and all sorts of machinery or is it a "production line" basis. Skip the last part of that sentence. Still in propotype phase. What is stopping the French from developing the technology and saying "Embrasser mon fond, vous les idiots stupides, la technologie est maintenant le nôtre"

http://ets.freetranslation.com/ for translation purposes.
 
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