Introductory. |
Why this presentation today... the AGM isn't that far off..? |
the best management never talk about the valuation of the company...and the opposite is also true |
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IMC Meeting video now available on the IMC Website or on YouTube.
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Quotes extracted by
.
'Increase share price 10x'
.
00:01:25.799 before that I led electron technology
00:01:27.680 PLC for nearly a decade where I worked
00:01:30.079 to transform the fortunes of the
00:01:31.479 business through building a
00:01:32.560 differentiated product and Commercial
00:01:34.079 offering that increased shareholder
00:01:35.880 value by more than 10 times and grew the
00:01:38.280 operating margins of its largest
00:01:39.680 business by over 20 times these are
00:01:42.000 obviously successes which I hope to
00:01:43.880 replicate here at AFC
.
.
'We can produce Hydrogen significantly cheaper than the current market prices'
.
00:07:22.000 we are proving we can provide
00:07:24.599 hydrogen at scale substantially below
00:07:26.879 current market costs
.
.
'Going to FAST-TRACK the Ammonia Cracker' BOOM!
..
00:11:31.480 Hyamtec can solve this
00:11:34.240 problem and for AFC it'll allow us to
00:11:37.480 offer customers such as speed's clients
00:11:39.839 an endtoend One-Stop
00:11:42.279 solution although the high and Tech
00:11:44.240 brand is new the technology is well
00:11:46.399 Advanced and we aim to Fast Track its
00:11:49.519 commercialization
.
.
NOT going to take the company private.
.
00:15:42.120 are we going to take AFC private
00:15:45.759 so there's absolutely no plans
00:15:48.120 to take the company private
.
.
.
'We are undervalued based on revenues'
.
00:14:07.320 while I still understand the
00:14:09.199 focus on Revenue it is clear from
00:14:11.040 looking at our peers that we are
00:14:12.560 undervalued regardless of Revenue
.
.
'We hope that results will drive a re-rating of the share price'
.
00:14:15.120 our plan is to focus on delivering
00:14:16.680 operationally and trust that these
00:14:18.360 results will drive a rerating of the share price
.
00:19:52.320 we look forward to updating
00:19:55.480 you further in March when we
00:19:57.120 announce our full year results
.
.
'NO plans for any fund raising until way into the future when it's needed.'
.
00:17:32.880 so there's currently no plans
00:17:35.320 for an equity raise where we are as a
00:17:37.720 company it is clear we'll need further
00:17:40.120 funding um in the future to realize the
00:17:43.320 tremendous opportunities that we have
00:17:44.640 available to us and until such point
00:17:47.120 that our revenues generate positive
00:17:48.600 operating cash flow, there are
00:17:50.960 different options for achieving this for
00:17:53.120 example bringing in a strategic investor
00:17:55.640 or other financing alternatives, all of
00:17:57.679 which we will consider the appropriate time
.
. |
.
IMC Meeting video now available on the IMC Website or on YouTube.
.
.
The quotes I posted earlier, verbatim. Extracted by
.
'Increase share price 10x'
.
00:01:25.799 before that I led electron technology
00:01:27.680 PLC for nearly a decade where I worked
00:01:30.079 to transform the fortunes of the
00:01:31.479 business through building a
00:01:32.560 differentiated product and Commercial
00:01:34.079 offering that increased shareholder
00:01:35.880 value by more than 10 times and grew the
00:01:38.280 operating margins of its largest
00:01:39.680 business by over 20 times these are
00:01:42.000 obviously successes which I hope to
00:01:43.880 replicate here at AFC
.
.
'We can produce Hydrogen significantly cheaper than the current market prices'
.
00:07:22.000 we are proving we can provide
00:07:24.599 hydrogen at scale substantially below
00:07:26.879 current market costs
.
.
'Going to FAST-TRACK the Ammonia Cracker' BOOM!
..
00:11:31.480 Hyamtec can solve this
00:11:34.240 problem and for AFC it'll allow us to
00:11:37.480 offer customers such as speed's clients
00:11:39.839 an endtoend One-Stop
00:11:42.279 solution although the high and Tech
00:11:44.240 brand is new the technology is well
00:11:46.399 Advanced and we aim to Fast Track its
00:11:49.519 commercialization
.
.
NOT going to take the company private.
.
00:15:42.120 are we going to take AFC private
00:15:45.759 so there's absolutely no plans
00:15:48.120 to take the company private
.
.
.
'We are undervalued based on revenues'
.
00:14:07.320 while I still understand the
00:14:09.199 focus on Revenue it is clear from
00:14:11.040 looking at our peers that we are
00:14:12.560 undervalued regardless of Revenue
.
.
'We hope that results will drive a re-rating of the share price'
.
00:14:15.120 our plan is to focus on delivering
00:14:16.680 operationally and trust that these
00:14:18.360 results will drive a rerating of the share price
.
00:19:52.320 we look forward to updating
00:19:55.480 you further in March when we
00:19:57.120 announce our full year results
.
.
'NO plans for any fund raising until way into the future when it's needed.'
.
00:17:32.880 so there's currently no plans
00:17:35.320 for an equity raise where we are as a
00:17:37.720 company it is clear we'll need further
00:17:40.120 funding um in the future to realize the
00:17:43.320 tremendous opportunities that we have
00:17:44.640 available to us and until such point
00:17:47.120 that our revenues generate positive
00:17:48.600 operating cash flow, there are
00:17:50.960 different options for achieving this for
00:17:53.120 example bringing in a strategic investor
00:17:55.640 or other financing alternatives, all of
00:17:57.679 which we will consider the appropriate time
.
. |
We are in good hands? Hahahaha what a clown |
Good point! |
Just visited website after IMC - Dull, boring and out of date in respected of management.
Message to management - Needs significant update to make it as exciting as the products. |
Just visited website after IMC - Dull, boring and out of date in respected of management.
Message to management - Needs significant update to make it as exciting as the products. |
Is this the latest theme, Speedy is doomed? |
Any thought what could happen to AFC if SDY go under? |
The key to all this is getting potential users to try it out and make the switch from diesel. Once they do that the floodgates should open.I wonder if they will need to offer some incentives, like special discounts or money-back if you don't like it, just to get momentum to start building. |
Added a few more @9s for the ISA this morn, hoping we are not stuck at this level for too long, GLA |
IMC presentation useful and they seem enthusiast and backgrounds encouraging. The market opportunities are certainly there - Execution and cash flow appear the main risk areas.
While many concerns about the share price mentioned currently (imo) fairly or possibly over valued until significant improvement in market penetration achieved.
Anyone else watched? Is thoughts? |
Yes Jimmy, but they both looked a bit nervous but the future and story was good. |
They seem enthusiast and background encouraging. The market opportunities are certainly there - Execution and cash flow appear the main risk areas.
While many concerns about the share price mentioned currently (imo) fairly or possibly over valued until significant improvement in market penetration achieved. |
I completely disagree. A very slick but short presentation. Answered key points such as share price and privatisation. They have a key focus and not wanting to spread too thinly. We are in good hands. |
Not very impressive, but story sounds good. |
Lost for words. |
Presentation clearly highlighted a fantastic opportunity with Speedy and with plenty of Cash and 4 million revenues the growth will be Transformational.
Future just got brighter |
Happy Days Ahead...Property developers demand increases as Rates Fall...
No leaks from presentation due at 9am .... Future gets Brighter as Smart Investors move in... |
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