Afc Energy Share Discussion Threads

[flc] 29/1/2022 07:23

Oh and don’t forget PPS one of yesterdays gainers DYOR

[flc] 29/1/2022 07:19

Looks like it. Sector decline seems to have tailed off so back up from here. Plenty of news flow incoming from AFC, CWR, ITM etc. and a £500b market to go for. Good time to get in. GLA

[haggismchaggis] 28/1/2022 22:26

USA peers bounce today:

BE +2.9%
BLDP +2.8%
FCEL +3%
PLUG +1.1%

USA big market bounce today:

NASDAQ +417.79 points = +3.1%
DOW +564.69 points = +1.6%

[haggismchaggis] 28/1/2022 22:19

AFC is the stand-out stock in the sector for me, because to reach the MCap of 6 out of 7 of it's peers, AFC stock would have to increase by a minimum of 4x, without the others changing.

AFC can do 4x the current price regardless of what overall market direction and sentiment is, so long as AFC produce the right news.

AFC sales of the HFC are the enabler of this rerating. The other stocks may get pulled up a bit if AFC get some big orders, as it will give some confidence back to the sector, but AFC should get a decent run towards those £1Bn+ MCaps of peers.

The HFC will be available this quarter, and there are only 9 trading weeks remaining of this quarter.

[haggismchaggis] 28/1/2022 22:06

Worst time to sell is at or near the bottom, and when good news is probably not far away.

Right now is the most stupid time to sell out, as the price has already dropped significantly and clearly cannot go much lower, and even if it does it's not going to make much difference to what you've already lost by not selling weeks or months ago if you were actually worried, you can't regain that money by selling now, so it's pointless.

The other reason to not sell is that the HFC will be 'deployable in Q1' and therefore likely deployed, of which there are only 9 weeks remaining. Plus MACE will be deploying in Q1 as well, ahead of the red diesel ban. And Extreme E in NEOM in February, which I believe may bring further big news related to NEOM construction and Altaaqa. Plus there is high potential of the HFC going to Acciona in Q1.

[haggismchaggis] 28/1/2022 22:04

What would WB do in 2022?
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The bit about interest rates is precisely what is affecting AFC, AFC's sector, and the entire tech sector. Anyone that puts even a fraction of blame on AFC or Adam Bond is a liar that's trying to manipulate the share price.
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[melegramforttongo] 28/1/2022 14:21

In a sector of dogs, the worst dog ….. juju I think you are correct …. AFC could easily fall more than 50% from here .

If ITM is the limping one eyed St Bernard , AFC is the baby poodle surrounded by hyenas AND crocodiles 🐊..

[hugotanha] 28/1/2022 13:45

50% down in less than 3 month, it gotto be something wrong

[hugotanha] 28/1/2022 13:36

9% down , 3 hours to go

[hugotanha] 28/1/2022 12:03

See 25mil mcap in horizon lol

[hugotanha] 28/1/2022 12:02

%8 down in 4 hrs, nice1 Mr.Bond

[juju44] 28/1/2022 11:35

Maybe the bottom is zero

[bmel] 28/1/2022 11:32

I love the filter function here.

[wuzy] 28/1/2022 10:00

Actually big buys not sells, IDIOT

[hugotanha] 28/1/2022 09:50

The bottom is 17p for now, look at the trades, full of big sells. Clever people really

[vatnabrekk] 28/1/2022 09:31

Why would anyone sell at the bottom?

[hugotanha] 28/1/2022 09:31

Do not catch a falling knife

[hugotanha] 28/1/2022 09:29

Mr.Jolly you better sell now, just saying

[hugotanha] 28/1/2022 08:57

Gotta be a bad news

[hugotanha] 28/1/2022 08:57

Afcs bleeding

[hugotanha] 28/1/2022 08:25

Short short short

[secretsqu] 28/1/2022 07:42

ITM Power (AIM: ITM), the energy storage and clean fuel company, is pleased to provide details of the sale of a 24MW electrolyser to Linde Engineering contained in the Company's Half Year Report issued yesterday. The electrolyser is to be installed at a site operated by Yara Norge AS ("Yara") located at Herøya outside Porsgrunn, about 140 km southwest of Oslo. The site covers an area of approximately 1.5 square kilometres and is the largest industrial site in Norway. The Porsgrunn site produces 3 million tons of fertiliser per year. The hydrogen required for ammonia production is currently produced from SMR (steam methane reforming). Yara intends to start replacing this grey hydrogen with green hydrogen produced from renewable energy and electrolysis. The 24MW system supplying 10,368 kg/day of hydrogen will account for approximately 5% of the plant's consumption and serve as a feasibility study for future upscaling. Yara has received a grant of up to NOK 283m (£23.6m), pending ESA approval, from Enova SF, a Government funding body to invest in green solutions for hydrogen used for industrial purposes in Norway.

[haggismchaggis] 27/1/2022 22:41

MACE GROUP.
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"identify multiple high-profile flagship sites for the deployment of AFC Energy’s fuel cell system"
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How about this one. Just replace the genset with zero pollution AFC:
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"HS2’s landmark station in the centre of Birmingham"
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"The signing event took place during a unique Cleaner Construction Showcase held at the Curzon Street Station site by HS2’s early works contractor LMJV (Laing O’Rourke and J. Murphy & Sons Joint Venture), demonstrating how emission-free machinery will change the future of the construction industry."
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"With the city soon to introduce a Clean Air Zone, the innovations on show - including - including the world’s first battery-powered crawler crane, eco-hybrid trucks, an electric sweeper, a generator powered by hydrogenated vegetable oil, solar-powered generators, recycled curbing and sustainable asphalt – will help cut carbon emissions on the Curzon Street site as well as other HS2 sites between London and Birmingham."
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"The station is set to reduce carbon emissions by 55%, will achieve net zero carbon emissions from regulated energy consumption and use a range of technologies to generate energy from renewable sources. The design has achieved the BREEAM Excellent rating, which is an industry recognised standard for buildings that reduce energy usage and materials waste, and minimise impact on the natural environment."
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[haggismchaggis] 27/1/2022 20:39

Podcast with this chap that has a liking for AFC (and a few others). He also discusses the tech sector drop, which is what AFC is suffering from (nothing of it's own doing, and certainly nothing to do with anything the AFC CEO has said in the past, fact!). He clearly knows what he's talking about, unlike the con men on here. He also highlights the AIM MM's dropping share prices to suit themselves (nothing to do with supply and demand!).

25th January 2022

"124: Ivan Sedwick on SPACSs, AIM's volatility & some stocks in renewable energy worth following"

"Ivan Sedgwick Investments Director at LGB & Co discusses SPACs, how market makers can accentuate AIM's volatility, why he's not that bullish for 2022 and some stocks he thinks are worth following in the renewable energy space including: ITM Power #ITM, Ceres Power #CWR & AFC Energy #AFC"





Ivan Sedgwick
Investments Director & Compliance Officer

Ivan is LGB’s Investment Director: he is responsible for developing LGB’s investment proposition in the context of the broader market and economic developments. He regularly meets individual company management teams to seek out and monitor investment opportunities. He also acts as LGB’s compliance officer and oversees LGB & Co.’s compliance reporting.

Ivan has served as a senior adviser to the Equity Division of Société Generale, and was previously Managing Director in charge of equity sales for them in London. Earlier in his career Ivan worked at Morgan Stanley, Lazards and Schroders. He has degrees in history from Cambridge University & London University, and an MBA from Cass Business School.