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Quantum Fuel Systems Technologies Worldwide Inc. Message Board

  • tscrutinizer tscrutinizer Mar 7, 2013 12:18 PM Flag

    CNG fuel capacity

    The way I look at it, the limiting factors to adoption of CNG are distribution (CLNE play), engine conversion size and cost (QTWW and FSYS play), and most importantly, tank capacity (QTWW is best play here) . The ability to pressurize a CNG tank to nearly 10k psi has always been QTWW's strength. Although originally designed for hydrogen, it should work fine for CNG As well. The question will be having the pumps that are capable of such pressures and fill-up times required. But for fleet operations, that should be less of a problem.

    It's going to happen.. Just a matter of how and when, as we see from the Ford PR. Companies have to cut transportation costs.

    When QTWW can show they've distanced themselves from the boondoggles of previous management's follies and mismanagement, this stock could really fly.


    Sentiment: Buy

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    • The issue holding back the NGV market from the 10K PSI tank is not pumps or tech. It'd the DOT.

      Still demand for Type IV tanks is far outstripping supply, and so $QTWW is building a backlog and is able to bundle tanks with higher margin fuel system parts.

      To quote another source;

      "Earlier this week, Ford Motor Co. reported they sold a record number of natural gas vehicles (NGVs) in 2012. Ford announced that they sold 11,600 NGVs in 2012, over three times the number of NGVs sold in 2010. General Motors Co. and Chrysler Group have recently begun selling natural gas pickup trucks, while Honda Motor Co. reported record U.S. sales of approximately 2,000 units for their natural gas Civic in 2012. The NGV market has experienced steady growth, but widespread adoption in the consumer market has been prevented by the lack of access to necessary infrastructure. Help may soon be on the way for the industry as General Electric is currently developing a $500 home fueling station that would connect to household gas lines."

      Now that the big three are on board with NGVs, and given the great spread in NG from well to pump, we are seeing a rapid buildout of CNG pumps thoughout the southwest (CA to Tx). In our model, we are nearly ate tipping point. We are starting to see traditional fill stations investing on there own w/o $CLNE to install pumps. Then you see that, you know that the economics of fill have reached the accretive level, and it will then rapidly & organically expand.

    • Which they won't. lmao

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