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Totally overpaid and totally burnt !
Bond is overpaid.
Looks like Garonne is out of news. His de-ramping campaign has fallen completely flat, even his blatant attempt to talk down the ammonia cracker's value to more than the current MC, was roundly dismissed by anyone with half a brain cell. With interest rates forecast to be further reduced throughout 2024, the SP has a great chance of increasing significantly anytime soon, I believe. Imagine how different things will be as soon as AFC finish getting ABB's 200kW units ready in addition to supplying Speedy's customers with enormous volumes of of the 30kW fuel cell generators. AFC is certainly on track to overwhelm investors and the wider marker. Our current incumbent CEO is worth every penny of his remuneration package as he beavers away ensuring that AFC remain on the road to greatness.
Yawn. Same tosh gron. Can u think of nothing better to do?
Looks like Bond is out of news. His pumping campaign has fallen completely flat, even his blatant attempt to big up the ammonia cracker's value to more than the current MC, was roundly dismissed by the market. With interest rates higher for longer, the SP here unfortunately won't increase significantly anytime soon, I don't believe. Imagine how different things might have been if AFC had been getting ready to supply ABB with 200kW units instead of Speedy with the enormous 30kW iteration fuel cell generators. AFC is certainly well practiced in underwhelming investors and the wider market. Nonetheless, our current incumbent CEO is worth every penny of his exorbitant remuneration package as he beavers away trying to convince anyone who'll listen that AFC is on the road to greatness. 😂
I'm not talking about a bid for the cracker CN. If it really is worth more than the market cap then buy the company and have the rest for free
Hahahah!
So what makes you think it’s actually a product? It’s a lab prototype and no more, it’s no more a viable product than any of the cell products that people aren’t queueing up to buy (caveat required here, without some obscure JV arrangement where the terms are unknown, or a massive discount the terms of which are known, but unpalatable to many)
Non product, and just another another brick in the yellow brick road to nowhere
Git
We have quite a number of proven prize assets, as you well know. Just my oppinion that the cracker is going to be huge For Afc.
You also know that it works & a working model is on show for potential customers to go & see ( which they are in great numbers ). So please stop spouting your crap on here. Nobody is listening anymore.
The more unstable oil is the better.
In that respect you have a point
Middle East problems will be good for AFC Brent will rise.
Hope all this tension in the middle east eases soon. A war in this region won't be good for stocks in general but could affect AFC's potential business out there. Why can't we all just get along?
“If I was Afc , why would I sell my prize asset “
Priceless!
So the amazing power of tower isn’t the prize asset , nor the unit supposedly destined for ABB (ha, ha!) or all of the other ground breaking tech the the company has failed to commercialise, but it now appears to be something that is at this precise moment in time nothing more than an idea which, in any case is a supposed solution to a non problem (it only becomes a problem if there’s actually demand for H2 to put into a commercially viable cell….which we ain’t got! and even then the benefit is actually less than clear…
Here today.
Yes i agree, this seems like it’s found a firm foundation now and will just keep going north when more news arrives.
I don't think there will be any bid for the Ammonia cracker. If I was Afc , why would I sell my prize asset. What is likely is that one of these firms visiting Afc energy will be investing a lot of money with us to speed mass production & sale of the cracker up.
If it really is worth more than the current market cap of the company I'd be expecting a bid any day now
You’re wasting your time explaining, most people on here are morons and won’t understand it.
Good work though 👍
The truth is that Alkamem was going to be one of three revenue streams in its own right, with market size for the membrane market spouted by Bond and repeatedly regurgitated by Haggis just like the ammonia cracker !
We even had commercial samples of Alkamem ordered by customers, strange that we never heard of any customers trialling Alkamem though and when you consider how good the PIs here are at unearthing tiny snippets of news what does that tell you.
More information and perspectives on the Ammonia Cracker in these two recent videos.
https://www.youtube.com/watch?v=FVF2KHJFHMo
https://www.youtube.com/watch?v=CntPR0LB7vk
From 16m 50s on the video Adam Bond explains the Ammonia Cracker, the market for it, and the where and how it is expected to be used.
https://youtu.be/73U9AbulOA0?si=cz8EJbhGk6VzabOz&t=1010
If people can understand what is said, they will have an idea of just how big the Ammonia Cracker should be if all goes to plan, and why the Ammonia Producers are visiting AFC HQ, and why the Ammonia industry is telling AFC Energy that the Ammonia Cracker is worth much more than the market cap of the company.
Listen to it 2 or 3 times, as things said further along then make a lot more sense when you hear again what was said before.
One wonders why, instead of going off on a tangent with ammonia cracking, AFC didn't continue concentrating on perfecting AlkaMem! It was supposed to be virtually at a commercially viable stage, we were told, so you'd think with a final push the "Holy Grail" could've become a reality. Either that or it was a load of horse s**t all along! This cracker device sounds very similar in that Bond is bigging it up as the next marvel to behold, another "Holy Grail" if you like. (How many holy grails can one company unearth?!) The problem is the market and investors have good memories so don't believe his tosh anymore, hence the complete lack of reaction to his, " best cracker in the world" assurances. I predict that it'll go the same way as AlkaMem i.e. eventually sink without a trace!
It’s a concept at present, it’s not a product
Clients won't be storing Hydrogen from our Ammonia Cracker other than a small buffer. The Hydrogen produced will be used at the same time it is produced.
This is one of the huge benefits of it being a modular system, as there is no need for Hydrogen storage other than a small buffer tank, you have a system that is designed to only produce the amount of Hydrogen you need on a daily basis. Ammonia is dirt cheap, globally available, and easy to store.
Also as Adam Bond stated, the Ammonia Cracker has a very short start up time, so can easily be powered on when Hydrogen is needed for a process, and turned off when that process ends. You can't do that with other Ammonia Crackers, they take all day or even days to start up.
It's utter nonsense and totally disingenuous to try and make out that this is anything other than a great product with a great future.
Mike Randall did a great presentation on it to the Ammonia Energy Association that explains it.
https://ammoniaenergy.org/presentations/the-markets-demand-for-decentralised-ammonia-cracking-facilities/
>can be safely stored and transported
Can be safely stored and transported, but perhaps not economically. Being able to store (green) hydrogen in a longer term form has a use. Storing it at room temperature is cheap. If it were that easy (and cheap) to store and use hydrogen we'd be using it for heating and transport and not just focusing on off-grid scenarios.
It's not limited to a capacity like a battery so scales better.
It's all trade offs and as much as there was hype for hydrogen 5 years ago, all the sums done there's a definite economic case for it as well as storing it cheaply via ammonia.