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Technology Stocks : AFC Energy
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From: TheSlowLane3/7/2014 5:34:38 AM
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"Fuel cell stocks have historically disappointed and developed a deserved ‘jam tomorrow’ reputation amongst the investment communities on both sides of the Atlantic. Plug Power’s Walmart order is a flagship indicator that the situation is changing and the jam is finally starting to arrive. The change in investor perception of the sector across the Atlantic is yet to be reflected in UK share prices and is a point worth noting. Our two picks amongst AIM listed peers are ITM Power* (ITM.L) – (“ITM”) and AFC Energy (AFC.L) – (“AFC”).

ITM - has fully commercial rapid-response electrolysis hardware at the early stages of penetrating two global growth markets in power-to-gas for large scale storage of intermittent renewables and hydrogen fuelling infrastructure. We anticipate that a substantial order equivalent to the Walmart order for Plug Power, could well happen for ITM within twelve months.

AFC - is nearing commercial reality and in our view has the most compelling fuel-cell technology of all, due to its low materials and processing cost, its design for volume production and its modularity. Industrial energy production from waste hydrogen is an astute first target market as the barriers to entry are naturally low compared with consumer markets.

Conclusion: The surge in US fuel-cell and electrolyser stocks indicates that the jam has eventually started to arrive and UK peers could well follow suit."
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