Afc Energy Share Discussion Threads

[city chappy] 12/3/2015 16:36

The very fact some commentators are now discussing the merits of switching investment from oil stocks to fuel cell stocks just underlines the traction the sector, and in particular AFC, is begining to get.

[beeezzz] 12/3/2015 16:30

New tech....You beat me to it...I was just about to say some share mags must be picking up on this, expect further articles.

I notice they put in a caveat, with regard to future funding this will temper the rise, depending on news flow and when we get more flesh on the bones regarding the SK companies input to the joint venture.

Feels like deja vu, to think my holding has been worth over £200k at the last big rise to 70+p, just hope this is going to be the real deal this time.

There will be a tipping point as more and more energy providers and EV's move away from oil in turn suppliers will drop the price substantially to maintain supply/demand, so shell maybe good today buy but for how long will yields be that good.

[city chappy] 12/3/2015 16:23

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

[ride the wave] 12/3/2015 16:16

Nice controlled re-rate in play .

[tidy 2] 12/3/2015 15:54

Get Set for tomorrow it seems

[new tech] 12/3/2015 15:31

First buy tip following the news:

Should You Sell Royal Dutch Shell Plc and Buy AFC Energy PLC?
By Peter Stephens
12/3/2015

Shares in hydrogen fuel cell developer AFC Energy (LSE: AFC) have surged by 82% this week after the company released two pieces of significant news flow.

The first is that AFC has signed an agreement with two South Korean companies to deploy an initial 50MW of generation capacity at Daesan in South Korea. The joint venture is expected to deliver sales of over $1bn during the next ten years, with AFC set to hold a 40% stake in the joint venture alongside Samyoung Corporation and Changshin Chemical Co. With the first of two phases set to be operational by the end of next year, the medium-term outlook for the company has suddenly improved substantially.

The second piece of positive news flow is that AFC has made a breakthrough with its new alkaline fuel cell system. It has designed a 101-cell stack cartridge, which has improved the performance of its fuel cells that are being used by Air Products in Germany. In fact, the successful operation of AFC's first manufactured 101 fuel cell stack affirms delivery of the fourth key milestone in the 2015 Power-Up programme and puts the company in an even stronger position regarding its commercialisation strategy.

A New Era?

Clearly, news flow for AFC has been positive of late. However, its shares are still down 55% in the last year and, while hydrogen fuel cells could prove to be part of a long-term future where less reliance is placed upon fossil fuels, oil stocks such as Shell (LSE: RDSB) (NYSE: RDS-B.US) still have considerable merits, too.

For example, Shell offers a stability that a small company such as AFC simply cannot match and, while its news flow is unlikely to cause a shift in its share price of 82% in just four days, its rationalisation plan to sell off non-core assets could lead to improving investor sentiment over the medium to long term. And, with Shell having a forward price to earnings (P/E) ratio of just 11.6 and a yield of 5.9%, it seems to offer excellent value for money and top notch income prospects at the present time.

Looking Ahead

With AFC being a loss-making entity, it is likely to require further capital raisings over the medium to long term. As such, it will probably be reliant upon further positive news flow and technological breakthroughs so as to push its share price higher. However, with this week's deal set to generate a significant amount of revenue, its long term future appears to be relatively bright. Furthermore, with energy consumption becoming more focused on greener sources, it could be part of a fast-growing niche. As such, while risky, it could be worth buying at the present time.

However, that's not to say that you should sell Shell in favour of AFC. Fossil fuels may be seeing demand wane, but Shell remains a highly profitable business that offers stability, a great income, and excellent value for money at the present time. Therefore, a mix of Shell and AFC could prove to be the winning combination in the long run.

Of course, finding stocks such as Shell and AFC that are worth adding to your portfolio is a tough task, which is why the analysts at The Motley Fool have written a free and without obligation guide called 10 Steps To Making A Million In The Market.

[tidy 2] 12/3/2015 14:35

15.4125p on offer now.

[beeezzz] 12/3/2015 14:35

Lets not run before the fat lady sings on Power-up project.

I was hoping for some US action in terms of orders, they said it was imminent.

[tidy 2] 12/3/2015 14:30

15.12p offer increasing.

[olly2] 12/3/2015 14:27

Buyers back?

[tidy 2] 12/3/2015 14:22

Offering 15.03p to sell now

[tidy 2] 12/3/2015 14:21

thetrancedude09 133 postsmkt capwould like to think we are worth between 80-100m mkt cap at present (26-30p) on potential alone, once clarification on funding comes in and or few more deals, 150-20mkt cap is realistically where we should be, talk of 5 pounds is just silly talk for that would mean mkt cap of over 2 billion. never going to happen! potential for 60-100p still on in the next two years... so this share is defiantly a medium hold for currnet holders and still screaming buy for newbies.....

[tidy 2] 12/3/2015 14:18

14.96 offer now. They paid 15.10 for 125000 shares they could be filling an order and raised the share price to get shares off holders.

[78steve] 12/3/2015 14:14

Sell price 14.91

[tidy 2] 12/3/2015 14:04

BOUNCE BOUNCE BOUNCE !!!

[bam_bam_matt] 12/3/2015 13:59

Here we goes guys second push coming

[bam_bam_matt] 12/3/2015 13:59

Here we goes guys second push coming

[tidy 2] 12/3/2015 13:59

Post by fartoogood on LSE No problem GR. And yes it's way better. We've had a ~100% rise on this one deal (and based on the numbers the rise should be 400-500%, but will take time, financing deal agreements etc for the market to fully price the deal into the sp) so what will this share be worth if we've 20 more of these deals in the pipeline (1GW), £5/10+??? Obviously that is just a target, with plenty of hurdles to come, but it does show the potential of this share. And with very big pockets backing us, and a broad range of investors (so cheap BO unlikely), Korea & the US about to explode, and that's even before we look at single module systems, or waste to energy, this has massive upside potential. Technology and manufacturing risks still exists, but if they didn't we'd be at £1 already. DYOR

[78steve] 12/3/2015 13:56

tidy 2. So bounce this afternoon then what?

[bam_bam_matt] 12/3/2015 13:54

Looking to fill an order I believe...bid rising....no buys coming in.....few buys will send this up quickly.

[tidy 2] 12/3/2015 13:50

Id be surprised not to see an afternoon bounce tbh

[78steve] 12/3/2015 13:48

So will this head back down once the excitement from the recent news fades away or does it have a chance to rise further?

[78steve] 12/3/2015 13:41

Looks like its dropping now sell 14.83

[tidy 2] 12/3/2015 13:33

How L2 shaping up guys. I'm on my phone.