nextgen fuelcells v cfu, page-3

pixie hi

thanks for your reply, i've found most of the posts i've done on a number of stocks end up being terminal for a thread, never thought of myself as overbearing...perhaps i am in this venue.

it wasn't really my intent to drum up support for tin stocks, i don't know enough about the tin market to know what is good v not. i just found the stuff this Brenden unearthed to be useful for what i think is the only fuel cell company on the ASX (are there more?). i am intrigued by CFU and will dig more (no mining pun/s intended). the asx is too heavily weighted to resources stocks, which australia does do well so is an international comparative advantage, but stuff we use everyday takes so much more than what is dug up or grown from the ground.

i am of two minds on Celltech using tin for a new generation of fuel cells and what this may mean for CFU- tin inavailability cuts the chances of Celltech doing well in say 20 years, but 20 years is quite a way off. even if tin goes up like 20 times in price, its low-value uses like solder would be replaced before a fuel cell (any catalyst has far greater life than a consumable), and the cost of the tin would surely be a small percentage of the price of Celltech's finished product.

by the sounds CFU is more advanced than alot of other fuel cell developers (in its technology and commercialisation), but such a gap can be closed fast.

pixie would you have any thoughts about CFU's competitive advantages?