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Looks like Plug and others are going down the proverbial plug hole. Just our luck, when we're getting ever closer to becoming commercial, to be caught up in a sector rout. I guess it's going to be a matter of not if but how much we drop tomorrow. With Acciona and Juhlich delayed I just hope there's something else brewing to be announced soon so we can get on with bucking the current trend and return to SP appreciation. It's at times like this I really admire those who hold onto extremely large investments and don't flinch as the SP gets eroded in the unshakeable belief that all will come good. I'm sure it will but I'm finding watching hydrogen stocks bomb, a little disconcerting.
I don’t believe Julich is delayed Garonne - only Acciona, and for good reason.
Heath, I based that assumption on the lack of information forthcoming from AB reference Juhlich at the recent presentation. Hopefully I've interpreted that wrongly and Juhlich is still on track. That being the case we should hear something soon. Fingers crossed.
I know it’s very unlike you to be negative Garonne but until we’re told it’s delayed then the assumption has to be it’s on track.
Garo, it aint pretty sometimes. Holding during the 5p era was tough. The Co has now got virtually so much in place to warrant a separation from sector sentiment ..USP.
Much could happen this month, or not much at all. AFC are on the right road. It might take 4-6 weeks yet, and during which it aint gonna be nice …might be big boys muscling in. I remember you bought some at the same time as me prior to first ExE @58p. Now is time to take stock of that purchase …will it fall below 50p, maybe sell. Will it buck the trend, hold. Or ignore SP and remember why you bought.
It aint easy for anyone. Remember, oversubscribed recently and cash in bank, nowt changed.
Maybe something on HiiRoc could lift the mood. We must be due a progress report on our collaboration with them anytime now.
I also but some recently at 72p! I'm going to hold though beach as I'm confident it will all come good. Garry Bullard's missus and Joseph Mangion must know that something good is coming.
*bought some not but some!
Well done dude, as others have said, let the CME take effect, due diligence, get the complete manufacture covered …accept what comes.!
Garonne, it’ll all come good. It drops, it picks up again and I’ve learnt to live with it. My head tells me it’s a buy and so I keep accumulating at the best prices I can get. The sector is taking a pasting but that can’t continue so just keep telling yourself you’re in at the right time. One decent order changes everything and your patience will be rewarded.
Two things worth keeping in mind.
1. If you were a competitor, would you be concerned about AFC products? I think it’s a ‘yes’.
2. We have a lot of cash in the bank. Cash burn is going to increase but we’re not going to get through £60 million before orders come in.
If I had to pick a stock to be in atm, it’s this one.
Thanks for the reassurance Scarpa. It's good to get your views on the recent down turn in the sector and how you put it in perspective. Patience as you say will I'm sure pay off here.
Very close to a sector reversal IMO. Should see share price improve over the next few weeks, months and hopefully years.
Rugrats - I’d like you to tell me and other genuine holders of AFC exactly what you’re doing on this board.
You seem to be spending an inordinate amount of time posting on here. If you genuinely see no immediate future in this company (you keep wittering on about 5 years it’ll come good) then why are you even wasting your time messaging?
Come on, come clean, be a man and tell us please. I for one am intrigued.
Personally, the reason I selected AFC ahead of competitors in the industry is because it has a much lower cost offering. In my opinion, the number one factor preventing companies from going green is cost viability, yes there are other factors, but it's primarily a cost issue.
This, in combination with the continued social and corporate drive to deal with climate change (for example most global companies have a strategic objective of some shape or form which relates to being more sustainable) we're reaching a tipping point for AFC to break ahead of the pack in months rather than years.
Again, just my opinion, but it's why I'm invested in AFC now and not perplexed by the daily and weekly fluctuations.
Mace HS2 contract for new station
“ The new station will be net zero carbon in operation and adopt the latest green design and sustainable technologies, including capturing rainwater and utilising sustainable power generation. There will be more than 30,140 sq ft of solar panels located on platform canopies.”
Southerhay,
Bashers will never reveal their agenda. However it’s clear rugrat is incredibly poor and if employed should be sacked.....
Jim
Rugrat has clearly missed the purpose of the AFC offering. It does not need an infrastructure or a market such as refuelling HFEVs for example. AFC are offering a solution to directly replace diesel power generators and offgrid EV charging. This is an immediate requirement. I guess they are just another bell end for the filter. No doubt we are seeing erosion but sector wide. Cream will rise to the top.
I think your reading a bit to much into the plug drop, the whole U.S. markets have been dipping lately and yesterday was a super bad day for every sector, I see buying opportunities everywhere and will watch closely the next few days and add accordingly, all ev and clean energy stocks are long term for me and will bounce back!!
Remember everyone, RugRats is only here to destroy value and take food out of your children's mouths. He is shorting or dependent on spread bets and SP decline. Don't engage with this nasty piece of work!
In April 2022 subsidies for red diesel will be removed on construction sites. That is not in 5-10 years. That is in 11 months. This is why Mace are working with AFC today. It's not happenchance that the environmental and economic cases have fortunately aligned and need to be resolved by companies now.
Hydrogen is quite obviously not happening in 5-10 years, it happening today. But we, almost all, know that.
Does anyone know how much the subsidy is worth and how long it would take a construction company to recoup the cost of purchasing a fuel cell generator ? I've got a diesel car which gets taxed more and more each year but the cost of replacing it would never be recouped from the increases in road tax or fuel, just as an example.
https://www.theconstructionindex.co.uk/news/view/construction-to-lose-red-diesel-rebate-in-2022
Near doubling of their fuel costs on site, ouch!