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AFC Afc Energy Plc

17.50
-1.08 (-5.81%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Afc Energy Plc LSE:AFC London Ordinary Share GB00B18S7B29 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.08 -5.81% 17.50 17.18 17.48 18.68 17.02 18.68 3,642,352 16:28:36
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Elec Indl Apparatus, Nec 582k -16.45M -0.0220 -7.95 130.6M
Afc Energy Plc is listed in the Elec Indl Apparatus sector of the London Stock Exchange with ticker AFC. The last closing price for Afc Energy was 18.58p. Over the last year, Afc Energy shares have traded in a share price range of 11.28p to 24.00p.

Afc Energy currently has 746,261,171 shares in issue. The market capitalisation of Afc Energy is £130.60 million. Afc Energy has a price to earnings ratio (PE ratio) of -7.95.

Afc Energy Share Discussion Threads

Showing 32801 to 32824 of 32825 messages
Chat Pages: 1313  1312  1311  1310  1309  1308  1307  1306  1305  1304  1303  1302  Older
DateSubjectAuthorDiscuss
28/3/2024
22:20
https://finance.yahoo.com/news/companies-afc-energy-lon-afc-060629687.html
grinley boy
28/3/2024
16:18
Seems clear the market has spoken about yesterday's Q&A.
Valuing a company without revenue is never easy, all you can focus on is the credibility of the decision makers within that company, and your belief in their ability to succeed.

yellowf123
28/3/2024
14:35
Most of what you say is out of the control of AB that's how business is you can't control what your customers want or say or change their mind, grow up and grow a pair.
wuzy
28/3/2024
14:12
@Haggis,
Why should we trust AB, and believe what he nows tells us?.
Bearing in mind this person has been sooooo deceitful in the past about 50 verified sales leads 3 years ago. For a product that wasn't even working at that time.

yellowf123
28/3/2024
12:10
"we do know from discussion with industry, that the value of that Cracker, IS WELL IN EXCESS OF THE CURRENT MARKET CAP OF AFC ENERGY"
.
.
Here you go with some of the video transcript. Adam Bond did not rejects a sale of the Ammonia Cracker, and from what he's said it is clearly one of the options they are looking at.
.
His analogy about understanding the generator replacing vs an Ammonia Cracker is undoubtedly directed at the shareholders and investors lack of understanding of the value of the Ammonia Cracker, which explains why, if it is worth well in excess of the AFC market cap, that AFC say the company is undervalued.
.
From 50m 46s on the video:
.
"In the results regarding the Ammonia Cracker you say that 'we are reviewing options to capitalise on this unrealised value', do the options include a sale of the part of the business, or what other options are there"
.
"There are lots of options, and this is probably not the right forum to talk about those options in public"
.
"What we are very much aware of is, when we speak to investors, whether it's a private investor or whether it's an institutional investor or whether its a strategic investor, everyone understands the concept of displacing a diesel generator with something that is green, and provides functionally the same outcome. So that's an easy sell if you like, or an easy proposition to understand"
.
"Once we start talking about Ammonia Crackers and the role that it plays, those who are producing large amounts of Ammonia, those who are looking to consume large amounts of Hydrogen, those who are au fait with the global trade of Hydrogen, will tend to understand the opportunities around the Ammonia Cracker technology, and, were we a private company, we would see a very different valuation being attached to the technology than if we are part of a bigger public company"
.
"So there are opportunities that we can look at to try and drive value into a Cracker business which is clearly a little bit more early stage in terms of it's, not only development of technology but also its deployment, and how you value that, we are obviously privy to some of those opportunities and the scale of those opportunities, but most of that we can't talk about without giving away some form of confidentiality or maybe even intellectual property around the application and use cases of the Ammonia Cracker."
.
"So it's difficult to quantify a market value in the company, however, we do know from discussion with industry, that the value of that Cracker, IS WELL IN EXCESS OF THE CURRENT MARKET CAP OF AFC ENERGY"
.
"So, when we look at it in that light, you've got to say well, there's got to be something we can do to create value in that technology, which is not currently seen in the share price, and these are the options that we're looking at and evaluating as a board, as a management team, and you know, at the right time we'll sort of, advise on we've concluded"
.

. OR

.

haggismchaggis
28/3/2024
12:05
"we do know from discussion with industry, that the value of that Cracker, IS WELL IN EXCESS OF THE CURRENT MARKET CAP OF AFC ENERGY"
.
.
Here you go with some of the video transcript. Adam Bond did not rejects a sale of the Ammonia Cracker, and from what he's said it is clearly one of the options they are looking at.
.
His analogy about understanding the generator replacing vs an Ammonia Cracker is undoubtedly directed at the shareholders and investors lack of understanding of the value of the Ammonia Cracker, which explains why, if it is worth well in excess of the AFC market cap, that AFC say the company is undervalued.
.
From 50m 46s on the video:
.
"In the results regarding the Ammonia Cracker you say that 'we are reviewing options to capitalise on this unrealised value', do the options include a sale of the part of the business, or what other options are there"
.
"There are lots of options, and this is probably not the right forum to talk about those options in public"
.
"What we are very much aware of is, when we speak to investors, whether it's a private investor or whether it's an institutional investor or whether its a strategic investor, everyone understands the concept of displacing a diesel generator with something that is green, and provides functionally the same outcome. So that's an easy sell if you like, or an easy proposition to understand"
.
"Once we start talking about Ammonia Crackers and the role that it plays, those who are producing large amounts of Ammonia, those who are looking to consume large amounts of Hydrogen, those who are au fait with the global trade of Hydrogen, will tend to understand the opportunities around the Ammonia Cracker technology, and, were we a private company, we would see a very different valuation being attached to the technology than if we are part of a bigger public company"
.
"So there are opportunities that we can look at to try and drive value into a Cracker business which is clearly a little bit more early stage in terms of it's, not only development of technology but also its deployment, and how you value that, we are obviously privy to some of those opportunities and the scale of those opportunities, but most of that we can't talk about without giving away some form of confidentiality or maybe even intellectual property around the application and use cases of the Ammonia Cracker."
.
"So it's difficult to quantify a market value in the company, however, we do know from discussion with industry, that the value of that Cracker, IS WELL IN EXCESS OF THE CURRENT MARKET CAP OF AFC ENERGY"
.
"So, when we look at it in that light, you've got to say well, there's got to be something we can do to create value in that technology, which is not currently seen in the share price, and these are the options that we're looking at and evaluating as a board, as a management team, and you know, at the right time we'll sort of, advise on we've concluded"
.

. OR

.

haggismchaggis
28/3/2024
11:49
I expect Adam Bond is a frustrated as investors are!, great products gaining huge amount of interest yet no firm sales, is this due to financial pressure where companies are spending only what is essentially needed.
beeezzz
28/3/2024
11:37
Yesterday's recording now available :-
skinny
28/3/2024
10:32
Time will tell whose prediction is correct.
As for a takeover, we can but hope.
Let's be honest, this company needs better leadership and someone who can actually deliver on promises.

yellowf123
27/3/2024
19:21
https://assets.bwbx.io/s3/readings/SAYDZNT1UM0W1711552508459.mp3Afc kit should fit nicely offshore
bloomberg2
27/3/2024
18:00
Our priority is to get generators flowing to customers. Anything else is irrelevant until we have established success in volume delivery.

Strategic discipline first, sweet shops are someone else’s problem.

bmel
27/3/2024
16:28
I predict that the moon is made of cheese and have just bought in on the basis of a potential takeover target.
lew stules
27/3/2024
16:21
A good presentation.

Focused on the setup work done last year to get us where we are now, and enable a build-up of volume delivery starting this year. He said some units have already gone to Speedy.

Aiming for 300 units per annum - but interestingly establishing a supply chain that can support a 1000 units a year. Maybe some of them will be assembled in Saudi, but the clear focus is on ensuring the successful manufacturing of volume in size 30 units first.

Specific statements on the ABB situation - very much alive and kicking with a reasonable timetable through certification and then delivery to ABB.

Cracker offers a competitive advantage and they are talking to a number of different partners about different applications. He mentioned a lot of NDAs so we will not get much detail in the near future. Interestingly, he said the cracker business is worth more than our current market cap.

A very clear statement of their discipline in focus on the construction industry in UK and MENA, with some discussions with other plant hire firms in other countries eg Europe and Australia. In responding to questions - not interested in fuel cells for aviation or going to USA markets in the near future. Neither are we going to chase a listing on the main market or NASDAQ.

Very strong focus on cash management and clarity that as the scale up continues (using up the other 700 sets of components?) cash will be needed at some time in the future. Wisely setting out a recognition of the requirement and the conditions that would trigger that, rather than guessing about, a yet uncertain, timetable.

Measured, factual presentation that described exactly where we are in finally crossing the chasm from being an R&D to a fully commercialised business.

Worth watching when it becomes available.

bmel
27/3/2024
16:11
I predict a steady selloff from investors this point in time.
yellowf123
27/3/2024
15:05
"We've more institutional investors in AFC now than we have ever had before" and "We have a number of them visiting AFC to learn more"


On the share price: "it's clearly well below what we believe it should be" "We are UNDERVALUED!"

Have had talks and are talking to big USA hire companies. Protecting cash burn by focusing on UK and NI (Speedy) and Middle East( TAMGO).

haggismchaggis
27/3/2024
15:05
AFC profitable when?.
AB has no idea, I honestly believe he hasn't even thought about it.
No worries he is happy enjoying his overpaid salary.

yellowf123
27/3/2024
15:04
Have had talks and are talking to big USA hire companies. Protecting cash burn by focusing on UK and NI (Speedy) and Middle East( TAMGO).
haggismchaggis
27/3/2024
15:02
"We've more institutional investors in AFC now than we have ever had before" and "We have a number of them visiting AFC to learn more"


On the share price: "it's clearly well below what we believe it should be" and "We are UNDERVALUED!"

haggismchaggis
27/3/2024
15:02
"The value of the Ammonia Cracker is well in excess of the market cap of the company"
.
I said it could be a company maker on it's own.
.
I said it could sell for £300m.
.
Go figure on what the CEO has just said!!

haggismchaggis
27/3/2024
14:56
"The value of the Ammonia Cracker is well in excess of the market cap of the company"
.
I said it could be a company maker on it's own.
.
I said it could sell for £300m.
.
Go figure on what the CEO has just said!!

haggismchaggis
27/3/2024
14:40
Concall summary.
Pipeline, order book he can't make his mind up.
Stumbling idiot.
My pain point is AB's salary.
10kW generator was a complete White Elephant.
Very carefully selected questions.

yellowf123
27/3/2024
14:39
I've said for a long time the company needs to understand its market place and produce products that fill that market.

As yet they have produced products yet have not managed to find a buyer, this situation cannot go on forever there needs to be some sales....and soooooon. IMO

beeezzz
27/3/2024
14:09
The results were simply awful, vague promises of £27 m possible orders doesn't cut it. We'll see what they can actually deliver in 2024 as it wasn't much at all in 2023 was it.

Oh "Everyone on here are formed in their beliefs so no one is shifting."

First point, so who elected you their spokesman for the entire BB then? Second point only a blind idiot would have a firm belief in any investment, as facts change so must the investment case, if there is one, otherwise it's just dull, dull, dull.

By the way, I'll post what I want, I don't need permission from you, nor anyone else, and I'll stick around just as long as I want to. If you don't like it then hit the filter button and jog on, jog as far as you can, then keep jogging.

1347
27/3/2024
13:06
Raising money is no bad thing but don't be delusional about having enough to service the anticipated expansion of this company in the near term
daleyintoeurope
Chat Pages: 1313  1312  1311  1310  1309  1308  1307  1306  1305  1304  1303  1302  Older

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