Afc Energy Share Discussion Threads

[holism] 12/3/2015 13:04

tidy, I guess assuming the Power up project goes according to plan the world is literally AFC's oyster.But we have to get there first, but in the meantime the company will revalue and hopefully rid itself of Lanstead. All to play, for nothing has changed apart from the awakening of the City. Well done Mr Bond.

[bam_bam_matt] 12/3/2015 12:41

Alot more to come here.

[tidy 2] 12/3/2015 12:39

Assuming a gross output of 50MW from the fuel cell park, the joint venture is expected to generate revenues from the sale of electricity and Renewable Energy Certificates (RECs) over a 10 year period of just under US$1bn.

[tidy 2] 12/3/2015 12:29

Looks like it could do an rem/Bzm type surge. Cap still below rem btw. Crazy

[ride the wave] 12/3/2015 12:26

I'm in this for yearly dividends .

Easy money !

[newkid] 12/3/2015 12:22

Looking good for those who still hold. Don't think this will pull back now.

[beeezzz] 12/3/2015 12:18

Shorts are starting to burn... should see a major jump soon.

[bam_bam_matt] 12/3/2015 12:13

Looking like this could head into the 30-40p region no worries at all.

[beeezzz] 12/3/2015 12:02

Looks like ITM are attracting some major players....interesting NB.

C&P
www.proactiveinvestors.co.uk/companies/news/78178/jcb-makes-49m-strategic-investment-in-itm-power-78178.html

[beeezzz] 12/3/2015 11:58

Newtech....

I don't disagree with your opinion...What I was pointing out the technology is sound, however, the finally product took a great deal longer to achieve than AFC had initially anticipated, which all needs financing.

Looks like Lanstead are loosing a grip of this one at last, it was always a gamble due the way the loan was structured.

[bam_bam_matt] 12/3/2015 11:57

Great news...very undervalued shares with this news.

[bad robot] 12/3/2015 11:57

I messed up here, sold too early on monday. what a bummer.

Any way good luck boys.


Cheers

BR

[broshm] 12/3/2015 11:46

Anyone know how the Lanstead deal works regarding AFC share price for calculation when ? Does the share price have to be above 13p for a specified time or on a date ?

[city chappy] 12/3/2015 11:36

Word sarting to get around. AFC to become the worlds largest fuel cell company.

[ileeman] 12/3/2015 11:31

334k delayed buy showing up

[city chappy] 12/3/2015 11:09

As the deal announced this week was just one of many more to come I dont see any problem with a recovery in the share price back above 60p and more. Happy days for AFC.

[ileeman] 12/3/2015 11:04

Nice breakout on volume


free stock charts from uk.advfn.com

[newkid] 12/3/2015 11:02

I am out with 50%. Will keep an eye on the pull back if there is one.

[city chappy] 12/3/2015 11:00

Its nice to see AFC finally moving to commercialisation and this being reflected in the share price which should recover rapidly.

If I were holding shares in some of the large US fuel cell companies I would now be swapping over to AFC.

[markbarker] 12/3/2015 10:19

25p up up and away

[new tech] 12/3/2015 00:11

beeezzz, AFC are in a very strong position, e.g. they have the world's best combination of efficiency, cost effectiveness, etc. for a static fuel cell.

[new tech] 11/3/2015 23:52

tonsil, I think you have missed the point. AFC concluded the coal gasification deals with Linc Energy because Linc are the world leaders in coal gasification expertise and have massive coal resources, i.e. they did a deal with the best and it could bring substantial revenues to AFC. The deals with W2T relate to municipal solid waste, and involve W2T acting as both agents for AFC and also developing their own projects (e.g. Bilsthorpe UK, which will incorporate 1 MW of AFC fuel cells). AFC received upfront payments from W2T and will receive royalty payments. The agreements with W2T are conditional, timebound and specific, e.g. "W2T will, subject to performance, be AFC Energy's exclusive agent for an initial term running until 2022 in the UK for securing fuel cell system supply contracts from projects where municipal waste is gasified, from which AFC Energy expects to derive further revenues." AFC also has a 23% equity stake in W2T, so will be a beneficiary of any success W2T has.

[beeezzz] 11/3/2015 22:51

tonsil....That's what happens when you are making deals from a position of weakness, financially the piper always calls the tune. AFC taken so long to achieve a commercially viable product they have had to sell their soles to keep the R&D going.

Personally this is why so many UK companies fail they are never given the time and space to grow into a strong enough entity to survive on there own.

We really need an industrial investment bank to ensure funds and above all business advice which will allow companies with great ideas succeed.

If you like technology take a look at this company private at the moment, they say Britain is falling behind when it comes to innovation, maybe this will help.

[ianous] 11/3/2015 22:46

Tonsil - W2T and UCG are both very specialised markets and will both require the cells to operate on contaminated hydrogen streams. AFC's early income will come from waste hydrogen and they're not tied into anyone for this market which alone is worth many Gw.

I wouldn't be too concerned at this early stage about these two specialisms (especially as Linc are the world leaders in UCG and if W2T are to be believed have a disruptive technology) there's a long way to go yet but the most recent news has all been positive.

[tonsil] 11/3/2015 21:38

I hold this now but am concerned about the way they have sold/given away whole market rights to partners - that was poor.

UCG - one partner owns the world - that's crazy
Waste "W2T also has a conditional right of first refusal regarding the supply of AFC Energy’s fuel cells to further territories in Europe, North America and Thailand for use in projects where hydrogen is derived from the gasification of municipal solid waste."