AFC Energy Share Price (AFC)

Https://m.youtube.com/watch?v=X_-q9xeOgG4&si=O80K_xaQenn4VMgW

Just to remind everyone the ABB unit should have been delivered in 2023 ! Now we are approaching mid of 2024 and nada, so much to AB‘s forecasts and trustworthy

Brightfuture,

I'd say that was very conservative.

There's 33 weeks and 5 days to year end. AFC can build multiple systems side by side on the production line, so I'd expect an average of more than 1 per week to be rolling off the line.

I want to see:

30+ Generators on site with Speedy

'Up to' 5 delivered to TAMGO and then sign agreements with TAMGO that they assemble them at their own factory. They don't need more than 5 to sign that deal off. More supplied to TAMGO as they build out their Assembly Lines.

200kW completed, delivered to ABB, short validation and field trial, big order placed for multiple systems, significantly more than the 9 they get a discount on. They have been waiting a long time for it and no doubt have a lot of clients they have talked to about it lined up waiting to see it.

Delivery of Acciona 50kVa system, short validation and field trial, big order placed as they have a huge number of projects globally to use them on.

EU Hire Company agreement

EU Systems Assembly agreement

USA Hire Company agreement

USA/Canada Systems Assembly agreement

Possibly Far East Systems Assembly, most likely Japan

Far East Hire Company agreement, most likely Japan

Ammonia Cracker containerised and off out for site trials.

Smaller Ammonia Cracker system(s) (as shown on presentations) finished first build

Ammonia Cracker deals with big Ammonia producers and clients ahead of sales in early 2025.

Active deliveries of Hydrogen from the AFC Energy Hydrogen trailer.

And a lot more.

Zeus said they expect 200 hydrogen generators in the market by 2026

As we move toward the last seven months or so of this year I am wondering what most posters would consider as acceptable progress in this year of delivery.

From a personal point of view I would be happy with the following:

1- delivery of at least ten 30 kw generators to speedy

2- delivery of a similar number to Tamgo

3- completion of 200kw to ABB, followed by successful field trial

4- delivery of accionia system with a follow up order of maybe 10 systems

Therefore I will be happy to count success in terms of dozens of units rather than hundreds.

I would hope that by 2025 orders will ramp up towards the hundreds which is where we need to be to achieve hockey stick success and establish a firm base for mass manufacturing to begin in 2026/27. By that stage net zero will be looming large.

The real icing on the cake for me would be a licensing deal for the cracker.

I’m don’t think that I’m being over optimistic