Firering Strategic Minerals: From explorer to producer. Watch the video here.
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How much is he paid ,how many jaunts ,how many share options , for what ? 5 years ago jam tomorrow,Sp ? Today jam tomorrow Sp ? In a normal working environment! Based on results that is abysmal,again how much is he on ?
SP is same as it was 5yrs ago ,dull as ditch water ,AB still peddling his jam tomorrow, over paid ,full of !
He hasn’t landed one commercially variable contract at all ,no real revenue stream , but it will come tomorrow as he keeps saying ,and some of this board will jump on to me for saying it !! Why , the CEO has proved all puff and no stuff .
Ramping getting completely out of hand. Things being presented as facts that he poster can't possibly know. I can assure you , Haggis, that if you are employed by a major bank as you claim then many of your posts will put you very clearly in breach of FCA Conduct Rules.
Is that all facts or lots of assumptions, for example, the contract manufacturer sources all the materials and these aren’t supplied by AFC, also they don’t ask for any payment up front, you know the terms of the agreement I assume ?
Previously Head of Sales @ Sunbelt Rentals (UK & Ireland).
Most drivel on this thread is from you Haggis. As it happens I have topped up on the dip which only yesterday you said hadn't happened
As with our stack manufacturing, scaling up costs us NOTHING, as the contract company invests in the production lines, NOT AFC.
Ignore the Helicon shorter and their repeated scaremongering drivel. Their company is losing almost £2m on their short, buy more and burn the short I say!!
NO CASH NEEDED FOR AT LEAST 16 MONTHS, FACT,!!
Don't judge me by your lowly surreptitious standards Mr Stock Cheque aka Constructive News aka Haggismchaggis.....
I have raised a legitimate topic for discussion which you, thru your various aliases have tried to stifle.
A cash Raise is inevitable at some point if Afc wish to compete at scale.
Why else would Helicon maintain their 2.5% Short?
It's WHEN , not IF.
Or do you expect suppliers to deliver on MOUs?
"Will be even more cash when TAMGO place their potentially mind blowing order"
Say Haggis. Could there be a clearer example of ramping? Buy that can't be the case because he only deals in facts!
Wednesday, May get news with luck.
And before year end, ABB will get their 200kW system, fully FAT tested and CE marked. Then their pipeline of orders can be set free, and as another global company I expect a significant order, many more than their few discounted ones from the agreement.
JackSalad is definitely connected to Garonne - probably the same person using yet another one of her multiple accounts. See the below message from Nov 2022 - specifically replying to Garonne on another share board.... dear oh dear.....
JackSalad
Posted in: RR.
Posts: 902
Nov 2022 20:09
Well, the Dow has just filled its Gap at 32077 - its dropped 1000 pips in 100 mins.
I would say Garrone's got it bang on.
Carnt wait for Tamgo orders.
That's just a ludicrous comparison Daz. How many tech start ups from that era went bust and took their investors' money with them. Rather more of those than ones that did a Tesla
The need to compare, for me, is not to say that the CWR system doesn't have it's uses. Clearly as stated by Adam Bond in the Investor Meet Company video, Electrolysis will be used where there IS power, the AFC system can be used where there is NO power, so they have their own markets.
My main point for comparison, and it's a HUGE point, is that the market sees Electrolysis as some sort of holy grail for Hydrogen production, yet the AFC Ammonia Cracker has way better efficiency and can be used remotely, powering itself with the Hydrogen it produces. The Ammonia Industry experts say the Ammonia Cracker is worth FAR MORE than the MCap of AFC Energy as of March 2024, and the reasons above demonstrate WHY.
There seems to be some confusion in comparing AFC and Ceres after this morning's CWR RNS.
These technologies and their industrial applications are completely different, and discussion of comparable efficiencies and rates of production are meaningless.
This being the AFC board I will assume everyone has an idea of how AFC kit works. On that basis you will all agree that Shell would not buy AFC kit to supply one of its refineries with at-scale volumes of hydrogen. Primarily because AFC kit produces electricity, not hydrogen gas.
Shell is using CWR kit in a refinery application for a highly specific reason. CWR electrolysers operate at very high temperatures, circa 600 degrees centigrade, and refinery processes produce waste heat in that temperature range.
CWR kit will use that ‘free’ heat and create hydrogen at high levels of efficiency. Refineries also consume large volumes of hydrogen in their production processes. The CWR produced H2 will displace that production, largely very ‘dirty’ steam reformation.
The CWR kit will use waste heat from a process, to produce hydrogen for use in that process on the same site. It is a sort of chemical alchemy. It also has very clear de-carbonisation, operational and financial benefits for Shell.
Hence, there is no basis for the CWR – AFC comparison discussed here this morning.
Have a good day
We could be on our way past 30p towards 40p by the time of the next results at end of July IMVHO.
Average broker target is 76.6p which is +230.17% from where it is today, and none of those forecasts include anything for the Ammonia Cracker, which is said by Ammonia Industry experts to be worth far more than the MCap of the company (£126m at the time they advised it on the IMC meeting), which is why AFC had the Capital Markets Event, to try and get it priced in, which in part they have achieved with the 6p price rise since the event adding £45m to the MCap, but clearly it's still way undervalued today.
It wouldn't surprise me to see the price go past 30p towards 40p by the interims, as the momentum accelerates with the rollout of systems to Speedy and Acciona, with agreements on mass manufacturing of systems in the EU, USA and Canada, and with TAMGO for MENA region, with interest in the Ammonia Cracker, with interest from ii's / HNW / UHNW investors that can see this is a very good company to invest in with a huge future ahead and right now very much undervalued.
Quite possibly we will get an RNS in the meantime advising us of the boards' decision on the best route to shareholder value from the Ammonia Cracker, sell it, part sell it, JV it, etc etc. They will have had at least four months to think about it by the time of the interims, plenty long enough to study the options and come to a conclusion I'd have thought.
Also, the Ade/Daz/Garmoan employer Helikon needs to buy back approximately 16,518,452 shares to close their short that is currently losing them approximately £1,871,540, buying those back is sure to increase the share price, and the fact the short is closed would add to the positive sentiment for the stock.
Ignore the repeated dredging up of irrelevant ancient history by the trolls and con men, don't be mugged off by their disinformation propaganda
CN in order for AFC to hit £4.8m revenue (2400% x £200k) they first have to deliver the £2m Speedy order of which as yet not a single unit has been delivered, they then need to receive a further order of £2.8m, build and deliver those units and get paid for them before 31st October, let’s be generous and say they have 30 days net payment terms that means the current order and the ‘expected’ order would need to be delivered and invoiced by end of September, ie in the next 4 months. AFC have zero history of doing anything quickly other than issuing bonuses to the management team and issuing share options, these always seem to be done on time and increase annually.
Oh yes, and a nice big juicy order from Acciona to roll out our Fuel Cells to their GLOBAL construction projects.
"as the AFC system gains 19kW more Hydrogen per kW input than the CWR system" when used with Fuel Cells to power it.
Without Fuel Cells powering it, the gain of Hydrogen over the CWR system would be 26kW worth of Hydrogen.
No wonder the Ammonia Industry are calling AFC.
No wonder that the Ammonia Industry says the Ammonia Cracker is worth FAR MORE than the valuation of AFC Energy as of March (circa £120m).
No wonder that AFC need to do a strategic review of the Ammonia Cracker to make sure they make the right decision on how to monetise it for the maximum gain FOR US.
I wonder how many more orders Afc Energy have secured since end of march 24. I would guess quite a few.
Sorry I correct myself it's even more a 2544% increase they are on track to meet. But like I say, I'm sure they will even beat that.
Daz,
Not every company turns into a Tesla, so why cherry pick a unicorn to make a nonsense point.
Tesla also entered an established motor industry where electric cars had been around for over a decade. It rode on the crest of a wave of electric car boom.
AFC is well placed with an imminent boom in the hydrogen market.