Afc Energy Share Discussion Threads

[hugotanha] 27/1/2023 08:06

He's off his head lol

[talldarkslim] 26/1/2023 13:47

I would love to see the price back to same level as the end of 2020

[dolores123] 26/1/2023 12:44

Someone still forecasting 195p! That's interesting.

[mr sossidge] 26/1/2023 12:24

You crack on flower

[hugotanha] 26/1/2023 10:35

Personally, I am waiting for teens, perhaps between 12-15p. I'm still waiting to see a massive drop, right now, anything above 20p is a good sell.DYOR

[mr sossidge] 26/1/2023 09:58

ABB will be utilising AFC units to balance data centre power and to put power back into the grid...From the horses mouth yesterday

[mr sossidge] 25/1/2023 21:19

Danel Turk - data centre solutions portfolio manager at ABB - posted tonight on LinkedIn... "On site generation is increasing and indeed fuel cell as element is part if it. That goes along with point "giving back to grid" where AFC portfolio helps to expand our (ABB's) offering"

[hugotanha] 25/1/2023 13:51

Whatever you happy, my friend.

[hugotanha] 25/1/2023 08:36

Quick cash??? RAPID NUTRITION ???DYOR

[hugotanha] 25/1/2023 08:33

Absolutely..Fact, I am rich you ain't. Hahahahàha

[hugotanha] 25/1/2023 08:31

Target 15p. Patience is the key

[1collijo] 24/1/2023 09:43

I swear down, every time this idiot types, the price reacts to the opposite. Clueless and probably penniless.

[jakecat1] 24/1/2023 08:41

Hahahaha - he is here all week everyone. Beats Peter Kay hands down.

[hugotanha] 24/1/2023 08:22

Greedy investors always lose, in me opinion anything above 20p is a good sell. Dyor

[hugotanha] 23/1/2023 13:15

Nah.. too risky now

[timbo_slice] 20/1/2023 18:20

Did you get back in?

[holism] 20/1/2023 11:05

yes cyber it would be very useful to examine the Peel Hunt assumptions. I liked Bonds you tube effort he appears to have got beyond the reception desk. But only just.

[cyberbub] 19/1/2023 21:10

I've been keeping a (distant) eye on AFC for a few years, as I'm a strong supporter of environmentally friendly energy, and of course the market for that is growing exponentially worldwide.

I tend to agree with a poster below that although the AFC tech looks excellent and they're making good commercial contacts and holding successful small-scale site trials, they must still be another 24 months from the profitability inflection point? Do LTHs here agree, or do you see profitability within 12 months say?

My concern is just that the £160M cap (ok say £130M EV due to the cash pile), while it doesn't seem excessive given their tech and growing momentum, is it likely to grow significantly while they're still burning probably £10-12M p.a. with the increased headcount etc? The 195p target from Peel Hunt seems a bit ludicrous to my eye, what is it based on? Is it a 5-year target share price say?

Do we have any idea what profit margin AFC are projecting on the S-series 100kW towers, like the trial one they've sold to ABB at £4M?

Thanks for any info.

[cyberbub] 19/1/2023 20:41

Not if businesses want to be (and be seen to be) green, ie use bio-methanol or e-methanol. People will rightly say what's the point of producing methanol from coal or natural gas and then using it as a hydrogen carrier for fuel cells? The original chemical reaction is a dirty one!

[holism] 19/1/2023 17:45

Its all about when?

[holism] 19/1/2023 17:42

i think it was green hydrogen too. Savings there I assume.

[cyberbub] 19/1/2023 17:08

I note the comment below by 'Miguel' which seems credible - but when he says the Tower costs were comparable to diesel gensets, was this based on the currently much-elevated price of diesel? ie in a year or two the fuel cell might compare quite badly if diesel drops 30% say?