We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I saw this yesterday, it struck me as odd that he was more impressed with the ammonia cracker than the fuel cells. It does seem a bit like a round on the apprentice, what about Balfour Beatty ? They placed no orders Lord Sugar.
I would suggest you are very careful of the words you write on this forum and that you don't overstep a legal line.
Now go back to your ITM site fan boy. I note the share price is still negative year to date but I wish you well for the future.
You might wonder why I post here when I'm invested in ITM and not AFC, but it's because I genuinely think Bond is a con artist, and it literally annoys me. AFC could potentially be considered a scam if they keep announcing partnerships and deals without showing real financial progress or tangible outcomes. This kind of behavior is often a red flag, suggesting more focus on hype than on substantial business growth.
You prefer a company that updates you on every sale, like the £1-3 million one in Japan? That explains why you're invested in AFC—they’d announce a vending machine sale in an RNS! Maybe it's time to set your sights a bit higher than a company that makes every small transaction a headline.
I'm wondering about AFC's annual earnings from a deal with a hire company like Speedy Hire, especially in comparison to what they make on diesel generators already. I can confirm it won’t be anywhere near £100 million. It's time to dig up ITM's "buried" information before you get burned. You're too busy being a fanboy for a company operating out of a shed for a warehouse.
You're asking for big steps forward? ITM's landed a 200 MW deal with Hygen, secured a 100 MW reservation from Shell, and was chosen by Japan as the sole international PEM manufacturer, all this year btw!! If recognising these significant achievements is challenging for you, it might be time to simplify your understanding of what real progress looks like in this industry.
The three-year timeline you mentioned for ITM's delivery to Japan isn't about incompetence; it reflects how industrial contracts are structured around the buyer's readiness, not just the seller's ability to deliver. Misunderstanding this and accusing ITM of incompetence shows a lack of insight into how such deals work. If finding and understanding this information, like what's available on LinkedIn, is challenging for you, it might be time to sharpen your investment analysis skills.
Qd22
It's quite telling when someone claims they can't find information on one of the UK, let alone Europe’s largest PEM electrolyzer producers. This isn’t just an oversight; it’s a fundamental misunderstanding of how to source information in today’s digital age. If you’re invested in the hydrogen market—or any market, for that matter—it’s crucial to know how to effectively find and interpret relevant data. Here’s the "buried information" you missed, posted clearly on ITM’s LinkedIn page for all to see: https://www.linkedin.com/posts/itm-power_hydrogen-greentech-japan-activity-7178317281532280834-rh-H?utm_source=share&utm_medium=member_desktop
I couldn't find this announced on the ITM website. Buried or not there?
Strange....
If I was an investor and the SP had dropped as much as theirs I would rather be informed of progress relevant to my financial investment, rather than "the hallmark of a company quietly asserting its dominance in the industry. No need for grand announcements over routine business". Please announce your big steps forward!
It speaks more of underconfidence than confidence to me, especially since it has taken them almost 3 years since the agreement to deliver it. Incompetence rather than confidence: or machinations. Neither of which I like. Give me straight above board information. Sell?!!
I'm simply advising those invested in the hydrogen sector to consider diversifying their portfolios, which is prudent for any investor. Your response, however, is surprisingly hostile.
It’s odd to see such anger over the mention of a PEM electrolyzer company, especially since AFC depends on this technology for hydrogen. Surely, the success of this sector benefits all involved, including AFC investors?
Calling for bans and labeling differing opinions as "idiotic" stifles meaningful dialogue. Let’s keep the conversation open and productive, rather than shutting down dissent.
StockCheque, with all those zero thumbs-ups, it’s pretty clear your posts aren’t exactly hitting the mark. Maybe take a moment to read the room? Constantly shouting into a void where no one claps back might be a sign to change your tune, or better yet, just give it a rest.
Broker targets are just that—targets. They're speculative, influenced by a myriad of factors that might not always pan out. Using these percentages (+321.34% for AFC, +95.89% for ITM) to crown a winner in the hydrogen sector oversimplifies the narrative.
Now, you dismiss ITM's tangible £150 million deal with Hygen as mere "ramping BS," yet this is exactly the type of concrete achievement that underscores a company’s real-world value. While you lean heavily on theoretical gains, ITM is making actual ones.
Broker targets can be optimistic, but they don’t deliver products, sign deals, or generate revenue—companies do. It’s essential to look beyond these forecasts and evaluate the actual performance and strategic moves of a company. Let’s focus on substantial business developments, not just speculative percentages.
Ah, StockCheque, the irony of your endless repeats is palpable. Muted me, yet here you are, still reacting—seems you’re more attached to my comments than you'd like to admit.
Rehashing the same old lines doesn't make them true or interesting. While ITM forges ahead with solid deals, you’re stuck repeating the same tired defenses of AFC. How about breaking this loop and bringing something new to the table?
You suggest I get a life, but perhaps it’s time for you to take a break from this echo chamber. Let's aim for a more elevated debate, shall we?
If we want to discuss ITM we'd go to the ITM board. This is the AFC board not the ITM BOARD.
Report his posts for being disruptive and posting false and misleading information about AFC.
Blah blah blah garbage. Still trying to pump ITM up at the expense of AFC I see, just as bad as any other AFC basher. Just toddle off back to your beloved ITM, which I also own stock in buy don't get so desperate that I have to try and talk down other stocks, I just wait for it to go up on its own merits, whenever that it, likely next year in my view, once they've got the manufacturing and longevity issues sorted out. Nobody is interested in your biased comparison BS.
Get a life FFS. 99% of people here ALREADY KNOW everything there is to know about ITM, they don't need your AFC bashing b u l l s h i t to make them look at it, they also know it is still in the process of fixing the issues it announced back in 2023.
I'm sure you'll keep posting these repetitive posts of BS because you've done it on this board before, drowning the board in your ITM pumping BS.
Broker targets:
AFC +321.34%
ITM +95.89%
https://uk.marketscreener.com/top-records/consensus/target-price/
Don't listen to the ramping BS of the ITM troll.
Looks like McStock is really desperate to not answer the question….never mind, just carry on posting more inane twaddle which has virtually no bearing on the reality of the situation.
Mate, people think you’re a complete joke. By not answering a simple question, you’re kind of really proving them absolutely right..
StockCheque, here’s a contrast to chew on: while AFC garners headlines for meetings and handshakes, ITM Power quietly closed a deal last month, shipping Japan its first international 2 MW PEM electrolyser. A transaction worth between £1-3 million, and yet, ITM didn't even deem it necessary for an RNS. That's confidence. That's a company that lets its actions speak louder than its press releases.
Now that’s the hallmark of a company quietly asserting its dominance in the industry. No need for grand announcements over routine business—that’s just everyday excellence for them.
Partnerships are great, the proof will always be in the pudding (or in this case, the hydrogen). It’s one thing to host meetings and showcase potential; it’s another to deliver tangible results that impact the bottom line. So while I applaud the progress, I’m keenly awaiting the follow-through. Let’s hope AFC’s journey from ‘infancy to maturity’ translates into real growth and not just well-aged presentations. Cheers to seeing more green power and less greenwashing!
"Companies worth about £100 billion are on the way out of the London Stock Exchange so far this year, either by being bought up or via moving the main home for their shares overseas, and experts fear there is much more to come."
"Research by the Evening Standard and investment bank Peel Hunt shows that companies worth over £26 billion have already agreed to be sold in 2024, to other listed firms or private equity."
https://www.linkedin.com/posts/peel-hunt_crisis-time-the-london-stock-exchanges-activity-7189633773209042946-TZZ8
Adam Bond, AFC Energy CEO:
"Great to welcome our friends from Balfour Beatty plc to site this week alongside our partners Speedy Hire."
"So many new and emerging opportunities for hydrogen and Speedy Hydrogen Solutions to play a fundamental role in the decarbonisation of construction and temporary power!"
https://www.linkedin.com/posts/adam-bond-74841b13_hydrogen-fuelcell-greenpower-activity-7189631037138706434-sEOF
Which was on sharing the post from Elisha Walters, Sustainability Engineer at Balfour Beatty plc:
💧The Hydrogen Journey continues!💧
I had a fantastic day at AFC Energy with Speedy Hire. Myself and the rest of the team had some really important discussions on how we incorporate hydrogen fuel cells into our industry. AFC have a wealth of knowledge in the area and I came away with a good vision on how we move forward with this.
Not only did I get to see the fuel cell but also the ammonia cracker. Something I first heard about around 3 years ago in its infancy - it’s fantastic to now see it in a matured state and the design philosophy behind it.
https://www.linkedin.com/posts/elisha-walters_hydrogen-fuelcell-greenpower-activity-7189575151795994624-dEPp
Balfour Beatty plc (/ˌbælfʊ ˈbiːtiː/) is an international infrastructure group based in the United Kingdom with capabilities in construction services, support services and infrastructure investments. A constituent of the FTSE 250 Index, Balfour Beatty works across the UK, US and Hong Kong.
By turnover, Balfour Beatty was ranked in 2021 as the biggest construction contractor in the United Kingdom
https://en.wikipedia.org/wiki/Balfour_Beatty
Someone seems really desperate today to bash the stock. Pity for them that nobody is listening to the drivel they post.