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BB - it’s a ‘ heavy duty marinised platform’ so that suggests it’s not a fragile, short term operating system. How far advanced is it? Have PLACE metrics already been provided to support selection?
That’s the fun of being an AFC shareholder - we have no idea!!
Yes Bumble, Ineos apparently did get a highly discounted energy price from their provider but the market has changed. Gas and electricity prices have spiked as has oil in the post Covid recovery, and car charging costs are on the rise as well.
Not meeting the previous market target reduces the marketability and hence income proposition form the L cell system.
As for the solid cell, nowhere near enough information has been released to make any judgements on it as a product in the same way the company have released next to nothing substantive about Alkamem
Given the S model is bound for shipping PLACE will be back up the priority list, and I wonder whether any issues with L will have been resolved by the lack of liquid? Will be interesting to see the longevity for Alkamem too as Nafion has a very long lifespan.
Bumble, that commercial requirement was based on the product in a baseload ClorAlk high power high availability regime. The ExE was not.
Place was not a required metric for the new product but then that would limit the application to intermittent power production.
There were plenty of shareholders wanting to know if the metrics based on the initial product positioning.
Place disappeared as the Ev charger launch required a less stressful working environment.
As your aware they never released the final longevity results unless I was on the moon that week.
He wins either way Aim, that’s the point.
And BB there was an expectation that the place requirements were to be met otherwise the electrode pairing process testing and evaluation would have been for nothing.
When a company sets parameters and meets the challenge, they should be shouting it from the rooftops. Shareholders have to dig to the depths of the Kola super deep borehole to find out what’s going on…
Bumble, place was quietly forgotten when the emphasis moved from baseload power generation from vented h2 to intermittent power generation with the EV charger. I’m not sure my facts are incorrect.
We never received the longevity results on the L cell so still have no idea what the overall longevity was. Now the emphasis has shifted again to the solid cell. Rand D again.
As I said ABB is a very useful partner if not the best but they’ll still want results.
Shipping, excellent if the R and D is successful but the vtol project, well I think that’s a bust as well as it being a freebie like ExE is turning out to be so far.
Investing in the stock market is about making money, many like myself have profit but the RNS guidance has been optimistic on too many occasions without the sales and technical results to back it up.
Alkamem?
L cell sales?
End of year report?
Multiple product launches?
Sorry to be a negative but investors rely on accurate reporting and good investor relations. Non of which can be said of the company in all the time I was invested.
BTW, I've already filtered Aimillionaire for repeatedly replying to garmoan, despite my many requests to him to stop doing so, because all he's doing, whether intentionally (creating negativity by proxy) or not, is helping garmoan fill this board with intentionally negative spin, designed to make this the most negative board on lse.co.uk, clearly for his own trading or stock accumulation purposes.
Anyone else that helps the con-men fill the board with lies and fake negativity, I will filter them too, as I have better things to do than spend my time here reading worthless bull****. The 'green lines' are actually more worth reading than the posts that are filtered.
I've always been around, but no point posting when the board is being trashed by garmoan, aids, chippyonshouldery, etc, as any relevant information I post is quickly swamped by them and all those foolishly helping them to trash the board by replying to them instead of filtering them.
Only a few weeks left in the year to release the long awaited news…
As for selling a small number units Aim, the reason this is a good thing is AFC as a company need real life on site data to validate real world service efficacy. Also this provides prospective customers a data set in the real world environment with regard to fuel cost, energy output and reliability. ExE was a showcase but is reality the running time is minuscule.
AFC are masters as building expectations, ClorAlk, vehicle charging, and we all remember the PLACE requirements….
Now Bond is talking solid cells, which fortunately for him provides another two years of excessive salary and perks along the way. The cell prototype hasn’t even been seen or validated.
ABB is the only thing beyond doubt as a good bet.
The world needs this technology for sure but all the time there are no sales, the utility companies continue to upgrade the network and alternative companies continue to prosper and add shareholder value.
Aim listed or not, the market needs to have faith in the words of the BOD to value it accordingly.
I also notice that the same as last time, jockmcsporren disappears when the drop in shareprice happens. He’ll be along soon to ramp it back up on the next trading rise while selling out at the top again.
I am disappointed Garonne but also I am enthused by recent announcements and the direction the company is going in. As I said, perhaps the expectations have been surpassed, and I suspect due to the success of the S model. That was always going to open up bigger markets and now that’s coming sooner than expected. Also there’s always next week for those expectations to come to reality…
Expectations are certainly very promising for AFC with the powering of ships now one of the most exciting. I get it that if these expectations morph into reality then AFC will attain a multi billion pound MC with a SP to match. Snag is this time last year and particularly since June, expectations have been raised that by now or year end we'd be knocking out units to various customers for a tidy profit leading to an in increased SP. Instead we're still waiting and the SP is going down. All very disappointing and I guess caused by expectations being seemingly artificially raised by AB.I do find it a bit odd that some folks don't seem bothered by this. In other companies I have an interest in the SP is always the main topic of conversation. Why not here?
I think it’s very fair to have a moan now and again about how long things are taking, just not everyday. What we have to appreciate though is that this is new tech in a fast moving environment. Expectations communicated a few months back may well no longer be relevant today and the company is having to pivot and innovate to keep relevant. It looks like AFC are doing this very well - I just wish they’d communicate this a bit more so we’re not always left guessing. Still - the lack of communication can also be a good thing if it keeps AFCs competitors in the dark and us at the front of the line.