Afc Energy Share Discussion Threads

[halfpenny] 12/5/2024 23:46

Progress has been positive improving success and Revenue.

Future positive as Demand and Revenue increases.

[haggismchaggis] 12/5/2024 17:32

bmel, ignore the trolls masquerading as shareholders, they are only here to disrupt the discussion with their lies and disinformation. It's not worth wasting your time and effort on them, as they don't want answers, they don't want facts. Best to filter and forget them, they are FINISHED now.

[daleyintoeurope] 12/5/2024 14:22

I do expect some news this week/month I'll agree with you on that and given MR's excitement at the AGM I expect it to be cracker related...and before the positive sentiment gained at the CME drifts...

[halfpenny] 12/5/2024 09:19

As Investors see great progress expect Mega Deals to flow and Revenue to increase rapidly.

Challenge will be meeting the high demand. A nice problem to have...

Future getting brighter as Market Expands.
Get On the Train to make a Gain..

[halfpenny] 11/5/2024 08:54

Next week interest will set in and expect a rally after a great Capital Day Event.

Analysts Targets Increase and as Orders Flow then Happy Days Ahead...

Smart Investors get in before the Rush. Get On the Train to make a Gain..

[amt] 11/5/2024 05:40

Bond, licensed to sell

[bmel] 10/5/2024 18:42

So speedy will call the shots. FFS do you have no patience, do you have no recognition of the due diligence that people like Speedy have done in setting this JV up. They know the construction plant hire business much better than anyone in AFC, or in an AFC shareholder chat room.

We are supplying business to business. Therefore any sales contract values /numbers we publish are commercially sensitive and possibly advantageous to our competitors. Example - divide contract value by number of units equals price. Not something you want your competitors to know at this stage in a new market introduction.

Circa 100 analysts were told the story, let us see what they think about it. I hope their analysis is positive. However, I am damn certain that they are not stupid. If they came out of that session positive then we have much less to worry about. Do you think they will 'buy' a £20m order book just because Bond says it is?

My main point is that as this gets closer to full commercialisation more and more partner/customer/supplier organisations have become deeply involved and have done their research and due diligence.

It is reasonable to assume that that are not collectively stupid or in some way mesmerised by Bond.

And if that assumption is valid.......

[bmel] 10/5/2024 18:30

We have some orders. Speedy guy at the presentation says our first kit will be on site this month.

As I read the presentation we have an order for £2m and an extension of £2.7m. You might ask why is that not on an RNS.

Possibly because it is a joint venture company and the partner - who is the market facing element - does not want a load of AFC noise saying that are huge numbers of kit ordered, but not actually available yet because we are still Assembling them.

So we announce 30 or 50 units ordered.,but speedy customers read that as 30-50 units available. But they are not (yet). Speedy are the lead customer

[beeezzz] 10/5/2024 17:45

Sadly the only thing that drives share price rise is sales, and income other than via shareholders.

Orders orders orders...needed urgently...its like petrochemical industry hoping they fail....and why wouldn't they.

[cinoib] 10/5/2024 14:17

See we are still dragging our feet while the FTSE hits new highs day after day. Need a RNS to get this moving again or we will slip back into the teens again.

[hugotanha] 10/5/2024 13:53

You are still down on the inheritance money lol

[haggismchaggis] 10/5/2024 12:04

This morning, Zeus' Robin Byde published an audio note on AFC Energy. In it, he discusses the key takeaways from AFC Energy’s well attended and comprehensive Capital Markets event, held earlier this week.
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Listen to the audio note on the Zeus website:
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[haggismchaggis] 10/5/2024 11:49

This morning, Zeus' Robin Byde published an audio note on AFC Energy. In it, he discusses the key takeaways from AFC Energy’s well attended and comprehensive Capital Markets event, held earlier this week.
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Listen to the audio note on the Zeus website:
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[vatnabrekk] 10/5/2024 11:46

Balanced view!!
LOL!!

[haggismchaggis] 10/5/2024 11:45

AFC post
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100 ....... 100 ............ 100 !!!!!
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"We were delighted to be in the sunny City of London earlier this week, hosting our 2024 Capital Markets Event. A fantastic turnout of almost 100 analysts and institutional investors joined us for an afternoon of presentations, Q&A, and networking."
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"The Capital Markets Event provided an in-depth look at AFC Energy's portfolio of hydrogen fuel cell products and proprietary ammonia cracker technology, the market opportunity and AFC Energy's unique positioning, and how the Company is rapidly commercialising and scaling operations."
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"Alongside senior leaders from across the business, we heard from a number of AFC Energy’s key customers, partners, and suppliers – including the Company's first scaled manufacturer of fuel cell plates and stacks for its S Series air cooled platform, announced that morning, Illuming Power Inc."
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"A huge thanks to all of the speakers and contributors who travelled (some across continents!) to join us, such as Speedy Hire, TAMGO - The Machinery Group LLC., Axiosus Energy GmbH Industrial Chemicals Ltd, and to Peel Hunt for hosting."
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"And thank you to those that joined us for the afternoon and for their attention, engagement, and continued support. We hope that you enjoyed it as much as we did."
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To view the slides, visit our website:
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[haggismchaggis] 10/5/2024 11:32

AFC post
.
100 ....... 100 ............ 100 !!!!!
.
"We were delighted to be in the sunny City of London earlier this week, hosting our 2024 Capital Markets Event. A fantastic turnout of almost 100 analysts and institutional investors joined us for an afternoon of presentations, Q&A, and networking."
.
"The Capital Markets Event provided an in-depth look at AFC Energy's portfolio of hydrogen fuel cell products and proprietary ammonia cracker technology, the market opportunity and AFC Energy's unique positioning, and how the Company is rapidly commercialising and scaling operations."
.
"Alongside senior leaders from across the business, we heard from a number of AFC Energy’s key customers, partners, and suppliers – including the Company's first scaled manufacturer of fuel cell plates and stacks for its S Series air cooled platform, announced that morning, Illuming Power Inc."
.
"A huge thanks to all of the speakers and contributors who travelled (some across continents!) to join us, such as Speedy Hire, TAMGO - The Machinery Group LLC., Axiosus Energy GmbH Industrial Chemicals Ltd, and to Peel Hunt for hosting."
.
"And thank you to those that joined us for the afternoon and for their attention, engagement, and continued support. We hope that you enjoyed it as much as we did."
.
To view the slides, visit our website:
.

.

[yellowf123] 10/5/2024 10:34

Just trying to convey a balanced view, in contrast to the rampers on this BB.
Am patiently waiting for that money to roll in then.

[1collijo] 10/5/2024 10:13

Cash burn = invested to accumulate. I have heard voices of reason before who urge caution with positive connotations, but you seem to want to run the company down at every turn.

Seems strange from a shareholder. I mean most people have been frustrated with AFC through the year's, but you’re just toxic yella. You ok Hon ?? Maybe book an appointment with your nearest counsellor once the money starts to roll in from AFC as I suspect it will send you over the edge.

[yellowf123] 10/5/2024 09:48

If I were a new potential investors II or PI looking at this company now.
I would be thinking OK looks good on paper all these great presentations and wafted non committal forward looking statements.
But hang on, this company has been established for many years, burned through £50-60M of investment and less than £2M in revenue over the years to show for it.

I will sit on the sidelines and adopt wait and see approach.
Which would be the most prudent strategy here.

[yellowf123] 10/5/2024 09:40

Expected to be.
Should be.
All very vague non committal phrases.
IF anything had been delivered to a customers site we would have known by now, and will likely know when/if that happens.

We know nothing about the payment terms or revenue recognition criteria for the SHS contract. This company is historically lapse where commercial agreements are concerned.

[bmel] 10/5/2024 08:59

Obsessive-compulsive disorder.
Triggered by being sacked.
Symptoms include being inability to read slides in detail and evaluate conclusions.

[yellowf123] 10/5/2024 08:40

@Daley,
Great analogy there with dog poop.
Something definitely doesn't smell right about AFC. lol
What will actually be delivered in the next 5 months that can be booked as revenue for this year?.
Analysts are expecting @£6M.
Still nothing delivered to SH, if it had been we would have been informed as AB likes to RNS the most trivial activities.