FLC 1.01% 9.8¢ fluence corporation limited

Australia has such a cautious approach to new technology I'm not...

  1. 341 Posts.
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    Australia has such a cautious approach to new technology I'm not sure how much we can expect from AC. As as example, Suez for their size, reputation and experience currently have no sales and only one small pilot plant in Australia. Count the MABR references that appear on Suez's Australian site: zero. Also good luck trying to navigate Dupont's Australian website for info on MABR. It is non-existent.

    At least AC was chosen for the only commercial application of MABR in Australia (Norfolk Island); while the fact that funding for this project is still not forthcoming provides some clues as to why AC, Suez and Dupont haven't invested in marketing in Australia.

    Suez has had one win in Australia though: working with Western Australia Water on possible MABR retrofit of the Subiaco WWTP. This process began in mid-2019. Water Corporation (WA Water) will be presenting their findings on this initial MABR work at the Singapore International Water Week in June. The trial actually began in mid-2020 and still has a year to run before completion. An interim report on findings of the trial was presented at a SA conference on May 4. Only a two year plus lead time to commission and run a pilot plant; with no commercial certainty.

    It's going to be a while before we see any company heavily invest marketing funds towards MABR in Australia.

    https://hotcopper.com.au/data/attachments/3195/3195361-76a82ef00709676e90f07f467b65c550.jpg
    https://hotcopper.com.au/data/attachments/3195/3195421-2065fc5433331156bc7f28d371fd8fb4.jpg

    Where Fluence is having success is in China. The report below, from a Chinese water company discusses the history and benefits of MABR; it also highlights the different approaches of the main MABR players (Suez, Dupont and Fluence); with notes on Fluence showing their pivot to rural China, instead of larger pilot works. It also highlights the fact that Fluence has been endorsed by Black and Veatch.
    https://hotcopper.com.au/data/attachments/3195/3195503-d5c5ff2521dc2cc98049bfc44275ad28.jpg
    http://derunhuanbao.com/228719-228719.html?newsid=936245&_t=1618474894

    https://hotcopper.com.au/data/attachments/3195/3195462-5dc66effcd19eedc3f3cebada641f492.jpg
    https://hotcopper.com.au/data/attachments/3195/3195472-363b839de8bba3666018da2043b67e0f.jpg

    The article also reminds the reader of the long timeframes involved in establishing a novel water treatment technology:

    https://hotcopper.com.au/data/attachments/3195/3195456-67c7c6317dee3fd929a99b45a7d87bfd.jpg

    It is interesting to note that the article begins with a reference to conditions changing from 2016 that now permit the introduction of Fluence's technology to customers:

    https://hotcopper.com.au/data/attachments/3195/3195529-0030baa5e89a874e5f74ffeb991f5081.jpg

    If an independent party had to compare the penetration and progress of MABR commercialisation across the globe: Fluence would be on top. It's just the SP that blows. Maybe 2026 will be our year.

    Last edited by nequalsone: 20/05/21
 
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