Afc Energy Share Discussion Threads

[haggismchaggis] 26/6/2024 12:27

There is still nothing in the Brokers' price targets for the Ammonia Cracker, as stated clearly by Broker Liberium. .As AFC state that their Ammonia Industry connections advised them it is worth far more than the current valuation of AFC Energy, then when the Brokers put it into their valuations you can expect those targets to be way higher. .How long before the Brokers add it in? Once AFC start signing deals for commercialisation with the huge Ammonia clients/partners they are already talking to, something the company told us on the IMC meeting would be happening this year..Liberum, in a note to clients, said: "Whilst ammonia cracking is a core part of AFC's two-division tech platform with significant recent progress and opportunity, particularly in marine markets, it does not yet form part of our forecasts or valuation.".hTTps://www.proactiveinvestors.co.uk/companies/news/1050634/retail-sales-volumes-drop-unexpectedly-in-june-1050634.html..

[yellowf123] 26/6/2024 10:48

@Haggis,
So AB has ordered some mining equipment to dig himself out of the poop heap he has created by overselling the Speedyhire JV expectations. lol.

When will anything actually ever be shipped to an end customer and invoiced?.

Your whole list above is a wish list, nothing on there is confirmed.

[haggismchaggis] 26/6/2024 10:42

Loads of news to come throughout this year including plenty near term. Here's SOME of what I'm expecting to see.1) ii's voting through their own placings2) Fast track deliveries of systems to Speedy Hire (from the scale up paid for by the fund raise)3) TAMGO orders (as mentioned more than once in the fund raising RNS)4) TAMGO mass assembly contract (something AFC have advised TAMGO want to do)5) Acciona delivery of 50kVa system6) Acciona order of multiple systems7) ABB delivery of 200kW system8) ABB order of multiple systems9) EU mass assembly contracted out (AB visited Germany to speak to companies there about this)10) USA mass assembly contracted out (Stacks are mass manufactured there already under contract)11) Containerised Ammonia Cracker completed and launched12 Strategic agreements with big Ammonia producers and/or users to commercialise the Ammonia Cracker, likely with the partner investing into scaling it up as per the ABB deal

[haggismchaggis] 26/6/2024 10:39

I pointed out last year that AFC were working on mining machinery. The below is from their UK import/export records...May 2023 .Import .Coal or rock cutters and tunnelling machinery, not self-propelled (excl. hand-operated tools and hydraulically operated self-advancing supports for mines).hTTps://www.uktradeinfo.com/umbraco/api/searchdownload/trade?traderid=154514&filename=AFC%20ENERGY%20PLC%20trade.csv..

[haggismchaggis] 26/6/2024 10:39

Loads of news to come throughout this year including plenty near term. Here's SOME of what I'm expecting to see.1) ii's voting through their own placings2) Fast track deliveries of systems to Speedy Hire (from the scale up paid for by the fund raise)3) TAMGO orders (as mentioned more than once in the fund raising RNS)4) TAMGO mass assembly contract (something AFC have advised TAMGO want to do)5) Acciona delivery of 50kVa system6) Acciona order of multiple systems7) ABB delivery of 200kW system8) ABB order of multiple systems9) EU mass assembly contracted out (AB visited Germany to speak to companies there about this)10) USA mass assembly contracted out (Stacks are mass manufactured there already under contract)11) Containerised Ammonia Cracker completed and launched12 Strategic agreements with big Ammonia producers and/or users to commercialise the Ammonia Cracker, likely with the partner investing into scaling it up as per the ABB deal

[haggismchaggis] 26/6/2024 10:33

I pointed out last year that AFC were working on mining machinery. The below is from their UK import/export records...May 2023 .Import .Coal or rock cutters and tunnelling machinery, not self-propelled (excl. hand-operated tools and hydraulically operated self-advancing supports for mines).hTTps://www.uktradeinfo.com/umbraco/api/searchdownload/trade?traderid=154514&filename=AFC%20ENERGY%20PLC%20trade.csv..

[haggismchaggis] 26/6/2024 10:19

Here are the type of marine engines where AFC are targeting the Ammonia Cracker. Either engine would have it's efficiency improved just by adding our Ammonia Cracker.."Meet the world's first 4-stroke ammonia solution for marine"."Wärtsilä 25 Ammonia is the first 4-stroke engine –based solution for ammonia fuel that is commercially available for the marine sector. This engine offers a significant advantage for sustainable shipping operations now that ship owners are seeking viable, green fuel options.?".hTTps://www.wartsila.com/marine/wartsila-25-ammonia.hTTps://www.wartsila.com/media/news/15-11-2023-wartsila-continues-to-set-the-pace-for-marine-decarbonisation-with-launch-of-world-first-4-stroke-engine-based-ammonia-solution-3357985.hTTps://www.wartsila.com/media/news/27-02-2024-wartsila-introduces-ammonia-fuel-supply-system-to-ease-shipping-s-transition-to-ammonia-fuel-3410284..The other massive marine engine manufacturer MAN is also on the Ammonia engine trail.."After almost a year of engine testing at its Copenhagen headquarters, MAN ES has announced one of the first deployments of its ammonia two-stroke engine. Mitsui E&S will build a MAN B&W 7S60ME dual-fuel engine in Japan, with Imabari Shipbuilding to then install the engine aboard a 200,000 DWT bulk carrier.".hTTps://ammoniaenergy.org/articles/marine-ammonia-engines-working-towards-deployment-in-japan/..

[haggismchaggis] 26/6/2024 10:09

Here are the type of marine engines where AFC are targeting the Ammonia Cracker. Either engine would have it's efficiency improved just by adding our Ammonia Cracker.."Meet the world's first 4-stroke ammonia solution for marine"."Wärtsilä 25 Ammonia is the first 4-stroke engine –based solution for ammonia fuel that is commercially available for the marine sector. This engine offers a significant advantage for sustainable shipping operations now that ship owners are seeking viable, green fuel options.?".hTTps://www.wartsila.com/marine/wartsila-25-ammonia.hTTps://www.wartsila.com/media/news/15-11-2023-wartsila-continues-to-set-the-pace-for-marine-decarbonisation-with-launch-of-world-first-4-stroke-engine-based-ammonia-solution-3357985.hTTps://www.wartsila.com/media/news/27-02-2024-wartsila-introduces-ammonia-fuel-supply-system-to-ease-shipping-s-transition-to-ammonia-fuel-3410284..The other massive marine engine manufacturer MAN is also on the Ammonia engine trail.."After almost a year of engine testing at its Copenhagen headquarters, MAN ES has announced one of the first deployments of its ammonia two-stroke engine. Mitsui E&S will build a MAN B&W 7S60ME dual-fuel engine in Japan, with Imabari Shipbuilding to then install the engine aboard a 200,000 DWT bulk carrier.".hTTps://ammoniaenergy.org/articles/marine-ammonia-engines-working-towards-deployment-in-japan/..

[haggismchaggis] 26/6/2024 08:08

Boom!"combustion engine and cracker integration across land based hydrogen production and in the fuelling of large off-road machinery such as that used in the mining industry"

[halfpenny] 26/6/2024 07:51

Great CRACKING NEWS...

AFC Energy has successfully operated its ammonia cracker reactor technology alongside a MAHLE Powertrain combustion test engine fuelled principally by ammonia.

AFC Energy plc is a leading provider of hydrogen energy solutions, to provide clean electricity for on and off grid power applications.

Fantastic GREEN future as demand increases for great products being delivered.

[haggismchaggis] 26/6/2024 07:43

Boom!"combustion engine and cracker integration across land based hydrogen production and in the fuelling of large off-road machinery such as that used in the mining industry"

[midasx] 26/6/2024 07:34

More good news re the ammonia cracker!

Ammonia cracking is a core part of AFC Energy's two division technology platform approach to supporting the hydrogen value chain. The results released today at the MariNH3 conference are a testament not only to the entire project team, but also to the growing opportunities emerging through the adoption of clean ammonia as the world's leading decarbonised fuel vector. Our ammonia cracking technology affords a leading platform seeking to support production of low cost hydrogen for combustion or fuel cell applications, both on board vessels and on land."

[skinny] 26/6/2024 07:19

Highlights:

· AFC Energy has successfully operated its ammonia cracker reactor technology alongside a MAHLE Powertrain combustion test engine fuelled principally by ammonia.

· The ammonia cracker provided a pilot fuel, operating in a ratio of 80:20 (ammonia : cracked gas) that delivered improved operating performance when compared to ammonia combustion alone.

· The Cracker was able to generate hydrogen on-demand and co-blend with additional ammonia to make a resulting flammable fuel gas stream that was fed into the engine injection system. The compact fast-start Cracker dynamically supported the fuelling needs of the test engine and achieved stable performance on the first trials.

· Enhanced burn characteristics from the cracked gas blend (75% Hydrogen:25% Nitrogen) are designed to improve engine performance evidenced by stable operation and increased efficiency (reduced fuel consumption) with reduced (zero carbon) pollutant emissions.

· Success in cracker integration with ammonia engines means maritime propulsion can be achieved with a single ammonia fuel without the need for dual (fossil) fuels as is currently the case in several ammonia combustion engine developments.

· The "Enhanced Ammonia Cracking to Improve Engine Combustion and Emissions" ("ENTICE") project is led by AFC Energy with partners including MAHLE Powertrain, Nottingham University and Clean Air Power (funded by InnovateUK).

· In addition to maritime applications, AFC Energy is also assessing applications with partners for ammonia combustion engine and cracker integration across land based hydrogen production and in the fuelling of large off-road machinery such as that used in the mining industry.

· The ENTICE project is scheduled to continue until March 2025 enabling further system integration with larger multiple cylinder engines for testing across a range of operational parameters.

Adam Bond, Chief Executive of AFC Energy, said:

"Ammonia cracking is a core part of AFC Energy's two division technology platform approach to supporting the hydrogen value chain. The results released today at the MariNH3 conference are a testament not only to the entire project team, but also to the growing opportunities emerging through the adoption of clean ammonia as the world's leading decarbonised fuel vector. Our ammonia cracking technology affords a leading platform seeking to support production of low cost hydrogen for combustion or fuel cell applications, both on board vessels and on land."

[bmel] 24/6/2024 21:47

JCB H2 engines are for kit that has to move about under its own power.

Diesel gen set replacements do not have to do that.

Different market requirements, different technology solutions.

Both are needed.

[vatnabrekk] 24/6/2024 21:39

Interview at JCB about hydrogen ICC engines:

[jimmynan] 24/6/2024 17:36

Pretty sure the market is big enough for both options and no doubt many others. There are literally millions of diesel gensets that will need replacing over the next few years. You know this I'm sure but great to see you continue your negative agenda with a subtle attempt to make out we are up against the big boys. Sorry, I should say 'worried shareholder' lololol

[jimmynan] 24/6/2024 14:00

They didn't say they'd ordered 2 they said they'd bought 2 and I'm sure will be buying more when available. Again you twist the truth to your agenda.You also only need to own one share to attend the AGM so you being there, if indeed you were, is not hard to do.I'm sure you have a much larger short based on your very, very clear agenda.

[yellowf123] 24/6/2024 13:33

@GB,
Thats a great strategy.
As a manufacturer and seller if that is communicated to shareholders in full transparency it's all good.
Can anyone who reads this BB honestly say they were not disappointed to hear that SH have only ordered 2 systems in 2024-25?.
I assume the brokers and analysts were fed the same horse poop, hence the average revenue estimates for 2024 are iro £6M.
Does anyone know where that £6M revenue is going to come from?.

[grinley boy] 24/6/2024 11:54

Have you ever bought anything, tested it, liked it, then bought some more?

[yellowf123] 24/6/2024 11:30

AFC need to be Tamgoed PDQ.
2 systems sold to SH in 2024-2025 is not going to keep the wolves from the door.
At this rate it is going to make 2023 years results of £200k look good.

[hugotanha] 24/6/2024 11:23

sliding down from here to 9p, might take a year

[wuzy] 24/6/2024 10:50

No idea, don't know where he was sitting and can't really remember anyone in a Barbour

[1collijo] 24/6/2024 10:17

Wuzy - what did this guy look like ? I imagine a Quentin Crisp type character..

[yellowf123] 24/6/2024 09:16

Recent ii purchasers are not stupid, they have heard the AB Film Flam before.
Buy at 15p sell at 17-18p job done.
remember there are still some ii's who bought at 60p a few years ago, the investor community is fickle about being mislead.