FLC 2.94% 16.5¢ fluence corporation limited

Replying to above,@jamesc666The 2 commercial pilots are both in...

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    Replying to above,
    @jamesc666

    The 2 commercial pilots are both in Israel.
    https://hotcopper.com.au/data/attachments/4139/4139596-3bcac1f9345cd3d8a6e6baafa7b3b5a1.jpg

    Gilad stumbled a bit through the section with the planned US based Nitro plant but said something about an announcement coming.
    The pictured upcoming US plant is the City of Oneida's WRRF facility.

    Fluence's development partner for Nitro, Energy Systems Group have won a $48 million USD upgrade project for the Oneida facility.
    https://news.energysystemsgroup.com/groundbreaking-for-city-of-oneidas-organics-and-water-resource-recovery-center/
    https://hotcopper.com.au/data/attachments/4139/4139601-642b4c288c2c5172769f8d7c57750d52.jpg
    2021 siteworks.
    https://hotcopper.com.au/data/attachments/4139/4139598-32708e9a94c53d4b5a3ff3cb58fc9c26.jpg
    2 months ago the upgrades looked something like this.

    I did mention to keep an eye on ESG, as their US facilities are the ones that will likely be first targets for Nitro installations.
    https://hotcopper.com.au/posts/56343467/single
    They are part of NYSE listed CentrePoint Energy NYSE:CNP. This parent company has assets of about $29 billion, but ESG are only a tiny part of it with about 400 staff.
    https://hotcopper.com.au/data/attachments/4139/4139604-c82c3643ece40921059aa1ffdb3c7f19.jpg
    I would expect most of these sized Nitro installations to be quite small in value, as they are essentially a MABR L5 container or equivalent SUBRE tower system. Possibly somewhere in the ballpark of US $100-200k per system at the Oneida sizing. However, it is a great way to land and prove MABR based systems into western city infrastructure, as a efficiency bolt-on for anaerobic sludge treatment into existing established WWTPs. Once you have a few of these installed and proven to be a "safe" technology, then you can start tendering for standard WWTP upgrades based entirely on the MABR process.

    Recent hire Richard Cisterna has a background in anaerobic digestion plants, I would not be surprised if his strategy mandate involves getting MABR Nitro in alongside all these ad plants in the US, showing how easy the process is to run as a competitor to Anammox.
    https://hotcopper.com.au/data/attachments/4139/4139607-2c6814685268bfe6b144e6118d8df9f7.jpg
    https://hotcopper.com.au/data/attachments/4139/4139608-4131a6702e3780e0c0d77e003e6bbe21.jpg

 
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