Afc Energy Share Discussion Threads

[z1co] 10/11/2024 09:07

Nice find jj

Red garnet red diesel generator alternative

Project owner: AFC Energy Plc

Location: Surrey

Amount being awarded: £4,823,728.13

Project description

AFC Energy has formed a well-to-work consortium to demonstrate the use of green hydrogen to displace red diesel at UK quarry sites. AFC Energy develop modular, scalable hydrogen fuel cell and hydrogen-carrier conversion systems, and are working with; Energy Solutions, a battery energy storage system (BESS) manufacturer; and Brett Aggregates, a quarry operator and cement supplier.

The project will demonstrate the supply chain and technology of AFC Energy’s H-Power S/S+ Series emissions-free hydrogen gensets through one month deployments of green hydrogen-fuelled gensets at two quarry locations. The gensets will displace red diesel generators across the two most commonly deployed power ratings: 30-50kVA and 250kVA. The H-Power S Series is an air-cooled fuel cell generator which will be operated with a BESS with a minimum usable capacity of 45kWh and the H-Power S+ Series is a liquid-cooled fuel cell generator to be operated with a BESS with a minimum usable capacity of 184kWh.

The gensets’ deployment will demonstrate the flexibility and power range of hydrogen fuel cells, BESS and the potential to displace virtually all off-grid diesel generators in construction, mining and quarrying sectors. Demonstration in working quarry sites under identical conditions will enable the cost of ownership, durability and suitability of the emissions-free gensets to be established. Key findings from the project will be shared through dissemination activities.

[jumpenjim] 10/11/2024 05:50

RNS Monday Morning poss ?

HomeEnvironmentClimate change and energyRed Diesel Replacement competition: successful projects
Department for
Energy Security
& Net Zero
Notice
Red Diesel Replacement competition: Phase 2 successful projects
Red garnet red diesel generator alternative
Project owner: AFC Energy Plc
Location: Surrey
Amount being awarded: £4,823,728.13

[vatnabrekk] 09/11/2024 15:18

halfpenny or halfwit?

[robrub] 09/11/2024 14:58

Verbal diarrhoea

[halfpenny] 09/11/2024 13:45

After the recent presentation its apparent that the new and Smart CEO will be Transformative with activities to drive the share price to a strong value with Clarity, Better Communication and Stronger Deals/Partnerships.

After Jan 6th the next presentation should be fascinating with a strong person at the driving seat. He is already working in the background getting up to speed so he can start fast out of the blocks.

Happy days Ahead get on the Train and Be Patient !!

[z1co] 09/11/2024 12:06

From the TU:

Hyamtec Division

This year, the Hyamtec team has made significant progress in bringing our site demonstration cracker unit to market. This unit, scheduled for first commercial deployments in Q4 2024, is smaller than the large-scale systems we aim to deploy in the future, but it offers an efficient and cost-effective solution for initial trials.

We are building a strong network of partners keen to engage in early trial activity which we will use to refine the proposition and support our continued development during the coming year. We expect to see several such deployments and initial revenue generated by this activity in the next financial year.

[vatnabrekk] 08/11/2024 18:38

Hasn't done much for the share price though!

[haggismchaggis] 08/11/2024 17:27

When I posted the video link to YouTube yesterday there were 20 views of it, now it's showing 497 views, that is very good going for AFC in my opinion.

[beeezzz] 08/11/2024 16:22

Could end in blue or UNCH

[1janejane] 08/11/2024 14:09

No he didn't

[z1co] 08/11/2024 10:19

Slight consolidation before the next leg up.

[yellowf123] 08/11/2024 10:00

Let's just remember the mutter who is predicting the share price to rise organically or however he phrased it.
12 months ago he gave us his great "hockey stick" analogy.
Not sure he knows which way a hockey sticks works anyway.

I'm making no predictions or projections here, other than to say I am not buying any more shares at these levels.

[halfpenny] 08/11/2024 00:00

Nice update as we all say its undervalued and with the New CEO with Dealmaking experience a sale becomes more likely which is why the FD stated they expect the share price to be Transformative between now and next year.

Simply Magic as Value gains are ahead.

[z1co] 07/11/2024 22:27

Haggis , thanks for posting the link

[haggismchaggis] 07/11/2024 21:27

So what do we glean from todays video that had a significant lean towards the Ammonia Cracker and HYAMTEC?
.
AFC current Market Cap is £85.44m.
.
Adam Bond stated ""we do know from discussion with industry, that the value of that Cracker, IS WELL IN EXCESS OF THE CURRENT MARKET CAP OF AFC ENERGY". He said that on 27 March 2024 when the AFC share price was 18.8p for a Market Cap of £120m.
.
Gary Bullard today stated "So we've got something here which people can look at and then they can look at other companies that are specialised in Ammonia Cracking, like AMOGY, which I think is valued at about £600m, and SYZYGY and some others and they can see and they can compare what we're doing with some outside valuation criteria"
.
AMOGY
Enterprise valuation $695m (Public information from Jun 2023)

.
Syzygy
Enterprise valuation
$304—456m (Dealroom.co estimates Nov 2022.)

.
.
I said in March 2024 that AFC could sell off the Ammonia Cracker business for £300m to provide huge funds for scaling up the Fuel Cell business. The above Market Caps for AMOGY and SYSYGY do not pour cold water on that.
.
AFC did say in the video today that it is not a near term 'plan' to sell off HYAMTEC, BUT they also have stated that they have moved assets into Hyamtec and packaged it up (which clearly makes it 'ready to sell' off or to spin off) and they also said that if one of the big companies they are dealing with comes along with an offer ("If we had specific approaches then it's something we'd have to look at") then they'd have to consider it.
.
As they say on the video, the value of the Ammonia Cracker business is not accounted for in the market cap of the company. HYAMTEC potentially worth £300m on it's own, currently investors are getting this for free when they buy AFC stock that is based on a market cap of £85.44m for the fuel cell business. The board know this and (as explained in the video) hope that HYAMTEC deployments in early 2025 will rectify the situation, if it does then the share price could be 35p+ early next year.

[halfpenny] 07/11/2024 20:21

Great update as Future is Great Again!

Huge demand and Partners wanting to be involved.
Cash flow strong for the next year with share price expected to Increase dramatically from current undervalued share price

Analysts understanding product and huge potential going forward.

CEO NOW INVOLVED AND STARTS 6Jan.

Future Massive with great gains as Partners strike Mega Deals

[haggismchaggis] 07/11/2024 19:27

Investor Meet Company video now available on replay.
.

.
Or
.

.
.

[haggismchaggis] 07/11/2024 19:22

Investor Meet Company video now available on replay.
.

.
Or
.

.
.

[bloomberg2] 07/11/2024 16:32

Yellow not a bad lad really!! Think Iv bonded somehow with old Yellow

[jimmynan] 07/11/2024 16:26

That's about as useful as asking a Man City fan to give Man Utd's performance a score. But you know this of course.

[bloomberg2] 07/11/2024 15:32

Marks out of 10 Yellow ?

[halfpenny] 07/11/2024 15:19

Huge demand and Partners wanting to be involved.
Cash flow strong for the next year with share price expected to Increase dramatically from current undervalued share price

Analysts understanding product and huge potential going forward.

CEO NOW INVOLVED AND STARTS 6Jan.

Future Massive with great gains as Partners strike Mega Deals

[skinny] 07/11/2024 12:07

A reminder :-