Afc Energy Share Discussion Threads

[yellowf123] 24/6/2024 08:57

SP looks under pressure again this morning.
17-18p looks like new fair value unless new orders are announced.
I am however concerned about the effect of 1/2 year sales, to be reported end of July.

[hugotanha] 24/6/2024 08:45

20p no time lol

[daleyintoeurope] 24/6/2024 07:45

OTT ramping is as bad as OTT de-ramping

[halfpenny] 24/6/2024 07:19

Simply Fantastic news as Deals Grow.

Future gets brighter as H1 demand increases with Strong Sales.

Top Analysts expect fantastic Growth with Strong Revenues as Hydrogen products and Services increase.

Happy Days with H2 only days away...

[yellowf123] 23/6/2024 22:06

Haggis,
BS ALERT.
Dodging the question of Speedyhire's 2 systems ordered.

[haggismchaggis] 23/6/2024 21:24

TROLL ALERT!!!

[yellowf123] 23/6/2024 19:14

Give it a rest Haggis.

Have you actually listened to the SH results webcast?.

[...]

I will make it easy for you, these are the time points where AFC is actually mentioned.
5:12, 39:20,47:25, 48:05,
49:26 In the Q&A session SH CEO, states they have bought 2 units only.
The contribution from the AFC agreement is not materially valuable for 2024 and 2025.

Where do you believe the sales will come from for £6M revenue for 2024?.
AFC have 4 months to find another customer, manufacture units, deliver and be accepted by customer, recognise revenue.

Your thoughts?.

[haggismchaggis] 23/6/2024 16:14

Another big hint?
.
AB liked this post:
.
Sami Kamel
Green Hydrogen & Derivatives | Carbon Trading | Aerospace | Decarbonized Data Centers
Dutco Group
Colorado School of Mines
United Arab Emirates
.
"Excited to announce our recently formed consortium comprising of OQ, Sumitomo Corporation, Airbus, Lamborghini and Dutco Cleantech (Dutco Group), aimed at conducting techno-economic feasibility of production of Sustainable Aviation Fuel (eSAF) and eGasoline in Oman.
Feasibility study will explore multiple technology pathways for commercial-scale production of eSAF/eGasoline and evaluate economics of delivery to regional markets."
.

.
.
What stands out to me most of all is Dutco Cleantech, as we are already very well acquainted with Dutco, and if you read the following you can see the areas that AFC and Dutco Cleantech could be working together on right now under NDA.
.
.
Dutco Cleantech
.
With the economics of renewable energy technology becoming increasingly competitive with conventional energy, Dutco Cleantech is positioning itself as a leading global clean energy technology investment company.
.
We are focused on investing in innovative technology & project development companies that create value across geographies within select verticals including, but not limited to, Solar PV, Onshore/Offshore Wind, energy storage, green hydrogen/green ammonia, EV infrastructure, Artificial Intelligence for autonomous vehicles, smart cities, industrial IoT, distributed generation and supply- and demand-side energy efficiency.
.
Dutco Cleantech is also active in provision of Business Intelligence for Critical Infrastructure and Change Detection leveraging various types of Aerospace & Arial unmanned vehicles and AI-based digital platforms.
.
Through strategic partnerships and business model innovation, Dutco Cleantech aims at playing a leading role in the decarbonization of the energy infrastructure while ensuring our impact investing activities contribute to climate change mitigation and improving the overall living standards of people.
.

.
.

[haggismchaggis] 23/6/2024 15:57

Another big hint?
.
AB liked this post:
.
Sami Kamel
Green Hydrogen & Derivatives | Carbon Trading | Aerospace | Decarbonized Data Centers
Dutco Group
Colorado School of Mines
United Arab Emirates
.
"Excited to announce our recently formed consortium comprising of OQ, Sumitomo Corporation, Airbus, Lamborghini and Dutco Cleantech (Dutco Group), aimed at conducting techno-economic feasibility of production of Sustainable Aviation Fuel (eSAF) and eGasoline in Oman.
Feasibility study will explore multiple technology pathways for commercial-scale production of eSAF/eGasoline and evaluate economics of delivery to regional markets."
.

.
.
What stands out to me most of all is Dutco Cleantech, as we are already very well acquainted with Dutco, and if you read the following you can see the areas that AFC and Dutco Cleantech could be working together on right now under NDA.
.
.
Dutco Cleantech
.
With the economics of renewable energy technology becoming increasingly competitive with conventional energy, Dutco Cleantech is positioning itself as a leading global clean energy technology investment company.
.
We are focused on investing in innovative technology & project development companies that create value across geographies within select verticals including, but not limited to, Solar PV, Onshore/Offshore Wind, energy storage, green hydrogen/green ammonia, EV infrastructure, Artificial Intelligence for autonomous vehicles, smart cities, industrial IoT, distributed generation and supply- and demand-side energy efficiency.
.
Dutco Cleantech is also active in provision of Business Intelligence for Critical Infrastructure and Change Detection leveraging various types of Aerospace & Arial unmanned vehicles and AI-based digital platforms.
.
Through strategic partnerships and business model innovation, Dutco Cleantech aims at playing a leading role in the decarbonization of the energy infrastructure while ensuring our impact investing activities contribute to climate change mitigation and improving the overall living standards of people.
.

.
.

[haggismchaggis] 23/6/2024 15:21

General Meeting operations update RNS this week I suspect, a very bullish one would make sense, as AFC will want to secure as high a percentage for the GM voting as they can get. The vote should sail through because all the ii's will vote for it, but a higher percentage of the vote would be good for market sentiment, AFC know this.

[haggismchaggis] 23/6/2024 14:51

General Meeting operations update RNS this week I suspect, a very bullish one would make sense, as AFC will want to secure as high a percentage for the GM voting as they can get. The vote should sail through because all the ii's will vote for it, but a higher percentage of the vote would be good for market sentiment, AFC know this.

[midasx] 22/6/2024 18:11

John Faulkner, chief operating officer at Amey, added: “This new contract signifies a strategic alliance between Amey and Speedy Hire in our common goals to play a critical role in protecting the natural environment while accelerating the UK’s transition to Net Zero.”

[vatnabrekk] 21/6/2024 21:23

Wish I'd been there!

[daleyintoeurope] 21/6/2024 20:09

Dixon Clark was in his birthday suit and Bond was shouting "You're fired" to a pleb in a Barbour...

[wuzy] 21/6/2024 15:47

Accept that you're a shareholder but please just stop harping on we all know the short comings of the co and AB, but please give it a rest take a break, have a good day.

[halfpenny] 21/6/2024 10:59

Adding more...great value

Future gets brighter as H1 demand increases with Strong Sales.

Top Analysts expect fantastic Growth with Strong Revenues as Hydrogen products and Services increase.

Happy Days with H2 only days away...

[yellowf123] 21/6/2024 10:20

@WUZY,
Indeed Dixon Clark was wearing a light grey suit.
He was sat on the far LHS next to Garry B and AB.
Perhaps we can agree we did both attend the AGM and are both confirmed shareholders.

I have no hidden agenda here, I want this company to succeed.
The BOD have been less than truthful on many occasions and I do still fear this company is run for the benefit of the BOD, only time will tell on that.
I will offer praise when it's due and call out failure and lack of performance when it is evident.

Once again we are waiting for orders to be announced, Speedyhire buying 2 systems only was a revelation and will not provide the revenue expected for 2024.

[halfpenny] 21/6/2024 08:28

Future gets brighter as H1 demand increases with Strong Sales.

Top Analysts expect fantastic Growth with Strong Revenues as Hydrogen products and Services increase.

Happy Days with H2 only days away...

[yellowf123] 21/6/2024 00:49

@WUZY,
I repeat again who was sitting to the LHS of the presentation screen?.
And in what order were they sat?.
What colour suit to Dixon Carter have on?.