Afc Energy Share Discussion Threads

[beeezzz] 25/5/2011 10:48

This starting to look serious, I'm not sure if they have revised there time frame for beta testing, according to AGM it should be ready in 2nd Qrt, however, I believe this will not do much for the SP, only when we get results from these test and they are positive or exceed expectation will this really put a rocket under the SP, until then we must endue a slow march downward, disappointing I know, as always patience is the word.

[broshm] 25/5/2011 09:53

the slide continues !

[ali_b] 25/5/2011 08:42

what do people think would happen to share price if linc where to up their stake?

[sirmark] 24/5/2011 16:09

Save yourselves


39p on the bid....ouch

[targatarga] 24/5/2011 15:18

body - advfn glitch methinks....

[realism] 24/5/2011 14:21

Poor markets are the general issue. All indices have fallen.

[al h] 24/5/2011 13:39

It didn't fall because of the article. It fell quickly because it dropped off support to the next fib level (inevitable given the lack of useful news and poor markets).

[beeezzz] 24/5/2011 13:36

It's amazing that all the partners and many LOM and MOU had very little effect on SP, it only takes one negative article to send the shares diving, I for one cannot see the reason for this, however, this article did make the argument that if you have to use energy to make energy from the hydrogen produced will always add to the cost and efficiency of the Fuel cell, which I think is what investors are concentrating on.

The one thing the article did not mention is the fact that fossil fuels will be in ever increased demand, with finite amount that can be extracted from the ground, this will increase the price exponentially. US use Oil for heating so there are in for a major shock.

[ali_b] 23/5/2011 22:15

we need an update from the company v soon to stop the slide lets hope we get it v soon!;-))

[jpsmithson] 23/5/2011 19:54

Just found this update on stockeye, dont think its been posted before.




AFC Energy Update 27/04/2011

Since Stock Eye published its brief introduction to AFC Energy on th 17th March 2011, the shareholders of this world leading Alkaline Fuel Cell developer have seen the companies share price rise from 53p to 75p, and back down to the 50p mark. The potential is undeniable, but AFC Energy is and will continue to be fuelled on news and rumours until it can confirm the viability of the Beta fuel cell system in field trials. The shares surged to 75p as the market reacted to rumours of a further deal with recognised partner Centrica and investors anticipated the start of Beta field trials at Akzo Nobel. The ability of AFC's share price to move quickly was clearly evident during this 40% rise as it did so on relatively small daily volumes. So why the retrace to 50p?...During this current price cycle the company has announced a deal with John Lewis Partnerships (JLP) which we reported on the 5th April as follows, "AFC has today surprised its investors with the announcement of a commercial memorandum of understanding with the John Lewis Partnership (JLP). This will allow the JLP to evaluate the economic potential of using AFC's fuel cells to generate low cost carbon emmision electricity for Waitrose supermarkets and John Lewis stores. Following the evaluation JLP's intention is to order and demonstrate an AFC Energy fuel cell system as part of an integrated low carbon generation at a Waitrose store. JLP has identified a potential 200,000 tonnes reduction in carbon emisions by taking 150 stores off the electricity grid. This may not be a concrete order for AFC but it demonstrates a new avenue of potential revenue for their fuel cell systems." The company has also provided its shareholders with a technical update on the Beta fuel cell system and held its annual AGM. The market reaction which has seen the share price retreat is down to the fact the rumours have remained just that, "rumours". Investors anticipate progress which is sometimes unachievable for a product which is not yet been readily roled off the shelves. AFC reported that it expected two Beta fuel cell systems to be ready for trials before the end of Q2 this year, one at Akzo Nobel in Germany and the other at Dunsfold in the UK. Due largely to the independent technology review conducted in November last year the market had priced in the fact that Beta trials would begin at Akzo Nobel in March/April 2011. Although extremely encouraging for long term holders of the stock, the technical update did not have a positive effect on the share price as the new speculative investors realised they would not be in for a quick return. The short wait for serious investors of AFC appeared minimal when you consider the strides this company has made over the last 3 years. The trials will happen and the company is ensuring that it has done everything possible to ensure their product delivers first time. Investors must remember that this product is a potential game changer, the technology and process is not yet widely recognised by the world and without successful field trials is unlikely to be. The success of the field trials is pivotal to the short term progress of the company and it is absolutely imperative that AFC give themselves every chance of success by ensuring they do not release the Beta system until it is 100% ready. Investors seem to have looked past the fact AFC is producing two Beta systems and will have one ready here in the UK. This will make it extremely easy to demonstrate the product to potential clients/ partners once the company has proved the system is economically viable, the recent MoU with JLP is a prime example of this. The market was expecting news of a deal with Centrica but AFC announced completely unexpectedly a MoU with John Lewis Partnerships. This proved the turning point in the share prices current cycle as the market seemed somewhat dissapointed with the news. Investors must remember that AFC are already in partnership with Centrica and Centrica has already reserved 250kW of fuel cells to use in a flagship project. Centrica will undoubtedly become more active once the field trials are complete, while the JLP prospect highlights a whole new avenue and target market which we believe is certainly not priced into the current share price. A large volume of shares have traded hands in excess of the current 50p mark since October last year and this has formed the basis for strong support at current levels. For serious long term holders this company offers potential which you would struggle to match anywhere else on the stock market, the short term trading patterns merely highlight this potential and do not effect the end game of these investors and the company. Should AFC Energy prove its product and start to receive orders for its Beta system, investors will be looking at a share price in the £'s region not p's. It only takes a small amount of research here to put the pieces of this jigsaw together. The recent purchase of a manufacturing warehouse, appointment of Ed Wilson (commercial blue chip expertise) as Managing Director, numerous partnerships, reserved orders, exclusivity options, Linc Energy investment, upcoming field trials and endless potential applications. The market will react accordingly once this product is proven and the jigsaw pieces would indicate AFC Energy are extremely confident they can deliver.

[broshm] 23/5/2011 17:54

new tech are you interested in ITM ? this post could go there ?

[broshm] 23/5/2011 17:37

no news yet from Ed Wilson, what is the situation re,the cell at Bitterield ?

[new tech] 23/5/2011 11:27

beez yes including distilled water and for fire protection systems (re announcement on 10/5/2011).

[beeezzz] 23/5/2011 11:24

Not to mention all the by products the fuel cell will produce, which Mr G didn't take into account.

[new tech] 23/5/2011 11:16

solardave the article seems to overlook the fact AFC's fuel cells will be able to utilise hydrogen from UCG, without the need to expensively bring the coal to the surface, plus SCG. It also skirts over the chlor-alkali applications far to quickly and overlooks municipal solid waste. AFC's partnerships are testament to the fact the technology makes sense. In addition the article omits any reference to the fact many companies (offices, stores, etc) in the US have already installed large scale fuel cells (e.g from Bloom Energy) and that AFC's seem to offer pricing and efficiency advantages.

[realism] 23/5/2011 11:11

It was announced that before end of Qtr2 the beta units will be delivered. The share price will go north as a rocket by then. Why is everybody so inpatient?

[beeezzz] 23/5/2011 10:54

Unfortunately some people are taking notice of his article and selling up.

I think before selling you should watch that video of Dr Lewis explaining the simplicity of the AFC fuel cell, when this takes off the cost per 50KW unit will fall in price with huge savings in increased production.

[solardave] 22/5/2011 16:54

Terrible article (about AFC and ITM); great response from ITM. This chris bloke is a complete pratt, he doesnt understand EV's or even CHP! Quiet incredible.



Dave

[beeezzz] 19/5/2011 14:07

McDermott900, I agree OCG to have potential I was thinking of somebody else, I have them on my watch list for ages in which time they have risen. I would say the fuel cell sector lacks credibility, lots of hot air, yet very little to show for it.

It's always a difficult call whenever you invest in R&D companies, I'm not saying that they all won't succeed they may do, trouble is all they do at the moment is burn share holders cash, and at some point they must either receive revenue from sales or come back to the market and that could happen to them all.

If R&D companies need greater funds and assistance then the Government should make the rewards for investors far greater than they are at present.

[smith99] 19/5/2011 12:10

you know what, when the markets are like they are, occasionally a project update works wonders, we had price support at 50p. now that has gone, theres nothing to hold us up.

ill look again circa 20p

[beeezzz] 19/5/2011 11:58

Article in RHPS maybe the catalyst for sell off, the article was reffereing to the AIM market and stocks share price movements in general, they did refer to AFC as an example, however, some investors react religiously to there comments, I've not read the article just been told.

[mcdermott900] 19/5/2011 11:53

smith99

Each to their own, of course, but what exactly do you think the bod have done wrong? Quietly getting on with the job and not shouting from the roof-tops at every opportunity?

Patience is a virtue and, I would have thought, a great way of making good money over the (slightly) longer term. The technology is sound and the potential is breathtaking.

When the share is de-risked it won't be worth investing in, as the price may be multiples of what it is today.

beeezzz

I'm not sure that the OCG products cost the earth, relative to what they bring to the owner - surely that is what matters. When a manufacturing process is speeded-up by factors of x6, x8 or whatever (can't remember the exact figures) then it again has the potential for producing huge gains for the operator. After all, time is money.

I can't see how OCG have put a foot wrong so far and besides, does their sector really have no credibility? What sector do you have them in, exactly?

As a holder of both AFC and OCG (not surprisingly) I see a very bright future for both companies. I have so far made a lot more on AFC than OCG, but I have great faith and hope for both in the mid-long term and who knows, possibly in the short term, as well.

regards,

mac900

[beeezzz] 19/5/2011 11:12

I wouldn't get your hopes up for CFU, ITM or OCG they may have products to sell, however take a look at there charts. As I said before the whole sector has no credibility. Also products that cost a fortune will find it difficult in this market place.

I am sure the people at AFC are as keen to get the Beta cells out the door and into real world to thoroughly tested as the investors. Time will tell who will succeed.