Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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"Companies worth about ÂŁ100 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 ÂŁ26 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:
đ§The Hydrogen Journey continues!đ§
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 - itâs 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 (/ËbĂŠlfÊ ËbiËtiË/) 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.
Mc Stock
Same scrote tactics as ever, pumper pump all the way, but when challenged to actually deliver an answer to a simple question, off you go on a tangent, hoping that the uncomfortable question will disappearâŠwell, it wonât.. answer, yes or no, when the wiring issue is fixed, will. AFC be able to recognise any more of the ÂŁ2.0 m contract, simple yes or no, itâs not that difficultâŠ..answer or accept that your credibility is absolutely shotâŠ.
Pond life returns for the start of his usual weekend bashing campaign, clearly avoiding the LSE moderators that keep deleting his lies.
Enlighten us unknowing amateurs stockcheckbs , as you drum on the jungle drums since over one year that this is undervalued and just a matter time until this share will explode, which besides it did implode, when all this professionals and masterinvestors after the investor day will take all their money and buy AFC shares ? Enlighten us as you are so professional when and how much AFC will be valued at your suggested 80 or 90 p as you believe in their highly professional brokers with pps targets of above 1 pound since 3-4 years - lol - simple question simple answer !
Well soon find out what the ii's and sell side analyst thinks the Ammonia Cracker is worth, and the company as a whole, once they have been to the Capital Markets Event, absorbed the information provided by AFC, and done their due diligence. If they think the company is right now worth more than double the market cap, they will be piling in and telling their fund manager and private clients to pile in.
Wrong, wrong and wrong.
So many straws clutched at there, and baseless assumptions.
Donât forget in the annual report it said initial testing is expected to complete within 2024 followed by CE marking, so while final wiring being done now itâs still a year away from being certified.
Final wiring sounds like itâll be ready next week đ
More like next year.
What happened to the software issue that was delaying it ?
Well Git he lied at least some years back announcing contracts and then confirming 2 -3 years later that he did not have a product then at that time. Today he only feeds well known expectations knowing his time frames and positive wipe at least will not happen timely , you can call this a type of lying or story tales or đ€Ą
McStock
Its funny when you've got ramping drivel to post, you're always here, but when asked a simple question that you can't bat away, you go all quiet on the western front......
I think Peel Hunt have a vested interest in forcing the purchase of UK shares. Sure, the stamp is not ideal but it is 0.5%. That's not putting anyone off investing in a company. If the ammonia cracker is not priced in it is simply due to it having no immediate commercial value. If it is not priced in at all, then the market sees no "potential" commercial value either.
McStock
If the question is, as you suggest "drivel" then it should be but a nano second's work for such an intellect as yours to answer, an simple yes / no will suffice
Answer the question
Someone seems really desperate today to bash the stock. Pity for them that nobody is listening to the drivel they post.
McStock
So, once the final wiring is done, is AFC going to be able to recognise any more of the ÂŁ2.0M contract price?
Simple answer to an easy question
Hopefully a 30kW AFC Energy Hydrogen Fuel Cell Generator will be there. We know they have at least one and should have a few more by the date of the event, and this is the ideal event to show it off.
Speedy: "Join Us at our Southampton Net Zero Product Day Event!"
Weâre thrilled to invite you to our Net Zero Product Day & Southampton Customer Launch Event. This exciting occasion will showcase Speedy Hireâs commitment to sustainability through our ground breaking strategy, âThe Decade to Deliver.â
Why Attend?
ⶠInspiration: Be inspired by our vision for a sustainable future.
ⶠInsight: Gain valuable insights into our sustainability initiatives.
ⶠInnovation: See brand-new ECO products and state-of-the-art service centre technology
Please RSVP to your Account Manager
https://www.linkedin.com/posts/speedy-hire_netzero-esg-sustainability-activity-7189579392153452544-Q2xv
AFC Energy 86p average broker target. Ammonia Cracker worth more than the current market cap, but not priced in yet. 200kW system not priced in yet either. These points demonstrate that AFC Energy is significantly undervalued. It is something the company is hoping to change with it's Capital Markets Event in 11 trading days time.
Here's an interesting post on LinkedIn from broker Peel Hunt today, showing how UK stocks are being hoovered up, many by foreign companies/competitors. This is because the majority of UK stocks are very undervalued compared to other markets, especially USA. As UK investors we all need this to change, preferably sooner rather than too late. This is why I asked the question on the IMC meeting on whether the board had looked at listing on NASDAQ or the UK main market.
"There is no doubt that the UK has some great companies - this is clear from the number of people who want to own them. The Darktrace news today means that 21 UK companies are being bid for in just 4 months of which 12 are FTSE 350. At this rate there wonât be much left. There is no point whistling to keep our spirits up - the answer is real and rapid change, such as pension reform, a British ISA and removing stamp duty."
https://www.linkedin.com/posts/charles-hall-38a5b015_bhp-buyout-of-anglo-american-deals-another-activity-7189539136427499520-45ml
How are AFC and ABB going to support a service station with multiple fast chargers ? Theyâll have a queue of lorries with deliveries of hydrogen longer than the queue of cars waiting to be charged. Until the fabled worldâs best ammonia cracker is ready it isnât going to happen, even though years ago Bond dismissed crackers as being an issue with a wave of his hand and a casual throw away comment that we can just buy one off the shelf.
Tennents,
Yes, great to know that the 200kW is nearing completion, just on the final wiring now.
https://ibb.co/VWr28bW
I rest my case.....someone quoted earlier
"Adam did say that every tower that has gone out on trial has been paid for at a premium to what a diesel gen set would cost."
What wasn't mentioned, though, was that very little actual consideration was paid for the use of the amazing towers of power, because they were actually "paid for in kind" in the form of "Marketing services" ......how can they have been "paid for at a premium" of the company actually received very little real for the use of the units, so yet again, we have a cherry picked element of the true situation......
Pomm
Adam doesn't lie, and that's a fact. What does happen, though, is that everything that comes out of the company is so veiled in ambiguity that it can be interpreted in so many different ways. No evidence is ever released which gives either the acolytes or the naysayers the opportunity to prove that their side of the argument is right, and by definition, the other side wrong. This approach can be viewed in one of two ways, either it's a very clever strategy adopted in the light of unforseen delays, basically keeping the balls in the air until such time as the wrinkles are ironed out, designed to buy the company time before the market becomes disenfranchised, or its a deliberate and cynical strategy designed to mask the fact that the company is nothing more than a lifestyle vehicle for the directors.
I'm keeping my own counsel on this, and not calling it one way or the other, I'm simply posing the question, where is the actual evidence to support the rhetoric which the ubers so avidly lap up.
Yeah the pps and interest in this shares and the Adam Bond story takes seems to be huge, reflected in strong buying volume and a increased pps - lol
Brightfuture
Thanks for your notes on the AGM.
The constraints in the UK electricity grid are a massive problem. There have been housing development projects in west London put âon holdâ i.e. effectively abandoned, because of electricity grid constraints in that part of the city.
I also read an article by the MD of one of the UK motorway service station operators. He was complaining that grid supply is strangling their plans to install changing points at service stations. It is particularly difficult for the fast-charge units, that everyone really wants, as they consume much higher power inputs.
He reported grid connection waits of greater than 7 years being quoted on some projects. We might reasonably expect those delays that to get longer rather than shorter.
No real prospect of this issue going away soon, as planning objections are endless, and we have no govt willing to address that issue.
Just as well ABB (and others) will be offering off-grid capacity for applications like service stations, bus depots and commercial vehicle charging requirements.