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Hydrogen fuel cells aren't going away any time soon. Ability to hydrolyze water to make H2 is getting way easier & cheaper .. this means H2 for fuel-cells can be made cleanly and anywhere water is available. Also, FC costs are still coming down.
Matra's MRFC's feedstock needs copious amounts of CO2 to be made, does it not? Breweries, cement factories, coal power plants...
While there are indeed (too) many suitable sites for this, it's certainly not available everywhere.
Am I alone in thinking that the fact that this stock has zero volume and is not hyped by the management is a sure sign of a massive PPS increase when the company shows commercial progress?
800 million square meters of solar installed annually around the world, and growing at double-digit rates. Ever m2 of glass will likely net this company $2-3 (my estimate). Today's share price values this company at under $5 million.
Real company. Real projects. Unique IP. Modest management.
Huge potential upside IMO.
Yes, hydrogen is certainly no the "dirty" clean fuel it used to be when only reformation of methane was used to produce it. Today, there are many H2 production facilities based on renewables (e.g. Hydrogenics HYGS).
It just appears that this nano-tech and non-noble metal approach could lower the cost and increase the efficiency of producing H2, to the point that it can give LiON batteries a decent run for their money. Mr. Musk may have to eat his words.
An article about a breakthrough in hydrolysis costs & efficiency
"Invention may make hydrogen a real green contender"
Article: Invention may make hydrogen a real green contender
Yeah, they've been *giving* me some real anxiety over the years. I used to be one of the longs, and I was washed, dried, and pressed bigtime.
If you can see & understand all those patterns, then you must have seen this whole share price collapse coming, and made a mint off it! Sure sounds like a better plan than sitting at the bid from $4 down to a dime, and hoping Bordy's claims weren't exaggerated, waiting for those elusive processor sales that are now 3+ years late...
Longs have been taken to the cleaners, while CONspirators have banked millions.
2-week old article about LG and energy storage:
http://energystoragereport.info/lg-chem-battery-storage/#more-3682
Highlights:
Great idea, as indeed they're applicable to many many more applications than just power converters.
A 2-4% efficiency gain in any device requiring a bi-directional switch could spell massive royalties for this company over the long term.
This is a leapfrog technology -- software-based switching that is cheaper to manufacture and more efficient to use.
Long IPWR!
Have to agree. This company is not credible (neither the tech, nor the management).
Another solar tower company just banked payment for IP-rights to commercialization in Texas and Arizona. Real money changing hands speaks volumes.
US patent granted for bi-directional!
http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO1&Sect2=HITOFF&d=PALL&p=1&u=%2Fnetahtml%2FPTO%2Fsrchnum.htm&r=1&f=G&l=50&s1=90,59,710.PN.&OS=PN/90,59,710&RS=PN/90,59,710
IPWR is a fist-pounding BUY if ever I've seen one.
Correction: as of this latest payment, Enviromission has now already received $1 million from Apollo for the Texas development rights, with another $1 million due by EOY.
That speaks volumes for the likelihood of the projects breaking ground and there being adequate funding for their construction.
Very nice! This company may well redefine what it means to be a patient investor (I have never held any stock for as long as I have this one, and we're not even there yet.. could be 2-3 years before this really breaks out).
News: EVM has received payment of 25% of the $1 million development licence for Texas!
This is big, as it marks the first time (?) Enviromission has ever been paid for their IP, after spending more than a decade designing the tower & trying to commercialize it.
The remaining balance of the licence fee to be paid by EOY 2015, and they'll carry a non-dilutive 20% equity in the Texas tower(s)!!
http://www.asx.com.au/asxpdf/20150619/pdf/42z8z6g87qz3t7.pdf
And some other shots from the CEO's Instagram account: https://instagram.com/rafichanbali/
New photos of the two installations in Switzerland and Austria published on the company's LinkedIn site, and a video of the facade in Lausanne too.
https://www.linkedin.com/company/1348224
http://www.20min.ch/ro/news/vaud/story/Un-b-timent-unique-au-monde-construit-a-l-EPFL-15142517
Well I don't know about Texas, but it sure looks like India is on the road to solar power, and Enviromission's up draft tower would fit nicely with their 100GW objective.
http://thinkprogress.org/climate/2015/06/17/3670558/india-makes-huge-solar-commitment-100-gigawatts/
Is it gonna be done in the unregulated international waters of the mid-Atlantic on Captain Moneyhan's ship, retro-fitted with P2O processors by Heddle Marine?
Cool!
Nobody thought of that because OBG doesn't have NYS DEC air permits to run P2O machines, nor a site meeting all the safety requirements. Remember all that stuff Bordy built with our money: blast wall, spill border, storage for plastic, fuel storage tanks, liquid HTF storage, truck access, etc, etc.
Next 8K will, IMO, be officers resigning or a ticker symbol change to PTOIQ.
Well spotted, and great news! Now with a few completed projects in Europe, and some underway in the middle east, we need coverage of this little gem. It's still so completely undiscovered.
2 updates on Texas and India:
India Solar Tower Development Update: http://www.asx.com.au/asxpdf/20150612/pdf/42z4wg4ckhbn4n.pdf
(in a nutshell, seems like their Indian partner has money in the bank to finance the construction of the first tower, and they have an off-take PPA in place)
Texas Development Rights Licence Update: http://www.asx.com.au/asxpdf/20150604/pdf/42z05t2f7pqyhm.pdf
(in a nutshell, they give Apollo more time to move forward, for an increase of 5% equity in the entity)
Nice to see things moving along... slow but not dead. Rather heavy trading on the ASX lately.
I'd be delighted to hear that they were in Europe. The EU market is easily just as big as the US today. I hope Rexel (French owner of Gexpro) will create opportunity there. They need re-sellers & OEMs in Europe IMO.
I hope (!) we have some good order numbers when they report Q2 earnings, in August. But even if they don't, I'm very optimistic about the long-term prospects of this company (and therefore my investment in its stock).
IPWR rated "Strong Buy", 1 year PPS target of $15, and the "Wall St" target EPS looking out 3-5 years is $25
(not sure I'd agree with that last target, but hey.. I'd be happy)
http://www.investornewswire.com/analyst-views/ideal-power-inc-nasdaqipwr-brokerage-rating-update/11328/
Same smoke, different mirrors.
Rail spur in NF was supposed to mean lots of cargo. Concrete pad at RKT was supposed to mean buildings for processors. DEC permits in NF was supposed to be mean production.
Even IF these things are all happening on some site related to EcoNav, I certain the likelihood of it leading to anything is still about the same as it was for JBI in NF or Clearwater, FL.
Looks nice. No word on the TV interview that was supposed to air in May?
Still waiting for major momentum around sales and company visibility (in the investment community). Happy to wait patiently in the meantime though.. I bought more a couple of weeks ago.
Thank you (for your sympathy)
What would you say fair market value of Plastic2Oil is today? If MM's weren't controling the share price, where do you believe the market would peg it?
And what do you believe an IP sale would be worth?
If they don't sell the IP, what are YOUR timeframes for a larger rollout and the transition to a cashflow positive business?
I'm curious, because while I know little about MM manipulation (cannot judge if it's true or not), most of the rest of what you post is rational and well thought through. In that respect, the only difference between you and I is that I don't think the P2O technology is anything as close to economical as claimed.
Yep. I'd rather have missed a stock on the rise, than have caught it on the slide. The theoretical gains of others is hardly "heartbreaking" compared with real losses of people's savings.
I only continue to post here to challenge what I consider to be misguided optimism (though some of it is outright bogus pumping), in order to prevent others from watching shares at $0.08 to triple-zeros.
I only wish I'd listened to the naysayers all those years ago. Like you, Rev. I appreciate your efforts, but I was blinded and a fool.
I'd have to put another $10k on the line at today's prices to bring my average price to 50c.
No thanks. That's just throwing good money after bad, if you ask me. I learned my lesson. There is simply no evidence to support anything close to the $10/bbl costs Bordynuik always claimed. My guess is it's likely 6-7x that, and only with "heat-transfer fluid" added in copious quantities.
They may sell a few procs, and the PPS may spike again, but I have zero belief that they will sell machines consistently over multiple years or generate any appreciable on-going revenue from royalties of fuel production.
2500 sites across the US
RockTenn / Smurfit Stone plastic waste reserves
Al Sousa's 45 sites in Florida
P2O on a ship
Surely these would have met the economies of scale you refer to? If so, why did they fall through?
For any gains to be gut-wrenching for many shareholders (myself included), the PPS needs a 5000% pop first just to break even.
Hey, if you're right, I may just make my money back. But I'm not holding my breath anymore.
I think the DD one the economics of the company's technology is more important that DD on the volume of its stock. Unfortunately, all evidence amassed to date since 2009 points to it being woefully unprofitable. That's more likely to be behind the gut-wrenching drop in PPS, than any manipulation by MMs, don't you think?
I didn't see anything new except the additional slide about share structure (and an updated pie chart about market potential).
Nevertheless, I bought a big chunk more today.
Can you define "work" for the rest of us please?
Unwashed, mixed plastics, with what uptime at what operating cost?
$10/barrel was the original claim, and they ain't come remotely close to it ever.
Well, you know what they say: amateurs open the market, pros close it. I'd rather see a strong surge at the close.
Hopefully there is a reason.
something afoot?
"It's about using CO2 as a feedstock"
For sure, but we've known this about Mantra's MRFC for a long time now. The idea is golden, and they seem to have sound science. My point is that their video doesn't prove anything and doesn't get me more excited than I was. If anything it seems they are not nearly as far down the road to commercialization as they intended to be based on past information.
Their idea is why I invested, but I did so at a price much lower than today since I believe the PPS is too far ahead of itself. I'm comfortable saying this because with investments like Mantra, I tend to buy and hold for 4-5 years or more.
I won't be left behind, since I am already a shareholder
But if that video represents the actual state of the MRFC, then I'm just saying that I think they are 3-4 years away from selling these things at quantities that may generate significant revenue for the company.
If the technology is as viable (economically, ecologically) as they say, then I'd rather see MVTG acquired by a real player like Ballard, than have team-Mantra try to put in place a full supply and fabrication chain plus all the support infrastructure they'd need. It would take them too long and too much money IMO.
I'd like to see the tech peer-reviewed or audited with an entire life-cycle analysis done (materials balance), and see concrete figures on cost, efficiency, energy density, power output, physical dimensions, weight, safety, applicable regulations, etc.
The science seems promising, but I just don't think the scooter video will do much to excite and attract new investors, or if it does... it will just be far too soon before MFRC revenue starts coming in.
I could be wrong, and they always have their ERC tech (possibly closer to commercialization than the MRFC?)
Really? Half the components looks like they come from Canadian Tire. I think your average hobbyist could build a scooter like that with less than it costs to take the family to Swiss Chalet for dinner.
Still looks like a chemistry experiment to me, and far, far from being production ready.
Yes, EPFL has many technologies & patents that they spin-off into private companies for the purposes of commercialization. SwissINSO is the only one that I know of, however, that did a r/m with a shell in order to get listed on a US exchange.
Inauguration of novel coloured façade on EPFL ELL building
http://actu.epfl.ch/news/inauguration-of-novel-coloured-facade-on-epfl-ell-/
21.05.15 - EPFL and Romande Energie inaugurate a façade cladded with novel photovoltaic panels conceived at the Solar Energy and Building Physics Laboratory (LESO-PB) under the direction of Andreas Schüler and developed at the EPFL Innovation Park by spin-off SwissINSO.
The coloured photovoltaic cladding on the new South façade of the EPFL ELL building marks a turning point in the architectural integration of solar cells and opens the door to a modern and attractive solar architecture.
A new patented surface treatment (Kromatix™) based on nanotechnology produces coloured glass for solar collectors with only a very small loss of efficiency. This technology - designed to meet the high esthetic requirements of architects and clients - adds a whole new range of colours to conventional thermal and photovoltaic pannels. The ELL façade is cladded with 105 m2 of photovoltaic panels that are expected to produce 10'000 kilowatthours a year.
The collectors installed on the ELL building are based on the following patent commercialised by the spin-off SwissINSO: WO 2014045141 A2: "Laminated glazing with coloured reflection and high solar transmittance suitable for solar energy systems", inventors Virginie le Caër and Andreas Schüler. ACOMET SA, Collombey and SOLSTIS SA, Lausanne - also a LESO-PB spin-off - were responsible for the installation and electric connection respectively .
The research group "Nanotechnology for Solar Energy Conversion", develops and characterizes novel nanostructured materials for solar energy applications. Due to their fascinating optical and electronical properties, nanometer-scaled structures play an important role in solar energy conversion.
To know more about the scientific work behind the façade, see http://leso.epfl.ch/colored_collectors.
Ah, I keep learning... I didn't realize Gexpro is in fact the "former retail unit of General Electric".
This is a fist-pounding-on-the-table kinda stock. Game-changing technology (cheaper, lighter, smaller safer and more efficient), exponential growth markets, efficient business model (licensing), superb margins... what more can you ask for in an investment? And it's still largely undiscovered.. the share price doesn't have any of the potential already built into the price.