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What AFC purveyed clearly to all investors on the recent IMC meeting is that:
1) AFC Energy is SIGNIFICANTLY UNDERVALUED.
2) The AFC Energy broker forecasts do not include a penny for the 200kW system
3) The AFC Energy Ammonia Cracker is, according to Ammonia Industry experts, worth much more than the current Market Capitalisation of AFC Energy.
I fully expect AFC Energy to reiterate these major points and many more at the AGM, and especially so at the Capital Markets Event where they can be even more open about the valuation as they will be dealing solely with 'sophisticated investors' at that event.
PI's not taking advantage of what they were told is their prerogative, but IMVHO will lead to them losing out to the big money that will hoover up any loose stock.
The volume of trolls BS posts like this one, is always 100% more than it should be.
As now gone, I can see this falling hard soon.
Are you getting fresh with me Git?.
Pommy
About time for a "Bounce" isn't it?
Contsructive
"The speedyhire Units are being built & the first one as already been delivered, as you well know"
Oh, of course, there are photos all over the place showing vast numbers of operatives busily putting units together...but there aren't, are there? and one unit delivered? that equates to about 0.5 percent of the contract total, assuming that the capex is intended to be remotely commercially viable.....
"The Hydrogen cracker has been built & working for awhile now & plenty of large companies are coming to see it in operation every single week. ( as you well know )."
Where have you seen anything to suggest that its anything other than a small scale lab prototype? Those with long memories will recall that we had the same thing with fuel cells a few years ago, where a lab prototype apparently worked, but when attempts were made to scale it up, it wasn't viable.
"ABB unit is abit behind schedule & being built & tested at this moment followed by CE marking. ( as you well know.)"
So far "a bit behind" that the company hasn't been able to reckognise any income from the contract for 12 months, and have effectively stated that they have no intention of doing so.
"So stop spouting your absolute crap on this board, your just embarrassing your sad self with your blatent lies"
Just because the statements don't fit your narrative doesn't mean that they are doo doo or lies. If you honestly believe that they are, then please feel free to support your argument with those things that are called....oh, what is it....facts....
It's what him and Daz/Garonne are paid to do.
From RNS 07/04/22
"The first Power Tower EV will be on display at the Company's Annual General Meeting this morning alongside the Power Tower launched last month."
Well, that went well, didn't it?
Git
The speedyhire Units are being built & the first one as already been delivered, as you well know.
The Hydrogen cracker has been built & working for awhile now & plenty of large companies are coming to see it in operation every single week. ( as you well know ).
ABB unit is abit behind schedule & being built & tested at this moment followed by CE marking. ( as you well know.
So stop spouting your absolute crap on this board, your just embarrassing your sad self with your blatent lies.
Pommmy
Your alter ego may well be a shareholder……
AGM’s gonna be great!
You can just imagine it…..well, it’s like this….we haven’t generated anything by way of reckonable income out of the ABB deal in 12 months, they haven’t said they’re gonna buy anything (otherwise we’d have included it in our fantastic (literally) sales forecast ) we’ve got a lab prototype cracker that will take years to develop, and we don’t even know us ammonia is actually a cost effective storage / transportation medium, we’ve got a deal with Speedy, but we can’t tell you what the terms are (but we haven’t said whether any units are in the process of construction yet) and the market doesn’t really buy into all of this spin…..never mind, another year, another £600k…….”
And the response from the Uber acolytes (the only ones dumb enough to waste time actually going)
“All hail the Adam……All hail the Adam…..All hail the Adam….”
Spoken like a long term shareholder as ever.
Looks like no pre AGM news. Haggis is wrong again. Bond clearly has nothing to offer the market. Tomorrow will be uncomfortable for AFC I'm sure. I mean, you can't make a silk purse out of a sow's ear.
Ahhh.bless its little cotton socks…..the Mc Stock is still pumping out the party line…..
AFC is such a bargain investors are falling over themselves to buy the stock. Apparently they have the best ammonia cracker in the world a would be "Holy Grail" of ammonia crackers and it's worth a lot of money because the company CEO, Adam Bond, said it was. Oh BTW, they haven't sold any of them yet and it's only a prototype but if Adam said it was worth lots, it must be because Adam is very honest.
"Speedy Hire PLC has been notified of a significant change in share ownership as Lombard Odier Asset Management (Europe) Limited has crossed a threshold, now holding a combined total of 5.60% in voting rights and financial instruments, a notable increase from their previous position of 4.80%. The change occurred on April 22, 2024, and was officially reported the following day, signaling a potential shift in stakeholder influence over the company"
https://www.tipranks.com/news/company-announcements/speedy-hire-notifies-major-stake-change
What AFC purveyed clearly to all investors on the recent IMC meeting is that:
1) AFC Energy is SIGNIFICANTLY UNDERVALUED.
2) The AFC Energy broker forecasts do not include a penny for the 200kW system
3) The AFC Energy Ammonia Cracker is, according to Ammonia Industry experts, worth much more than the current Market Capitalisation of AFC Energy.
I fully expect AFC Energy to reiterate these major points and many more at the AGM, and especially so at the Capital Markets Event where they can be even more open about the valuation as they will be dealing solely with 'sophisticated investors' at that event.
PI's not taking advantage of what they were told is their prerogative, but IMVHO will lead to them losing out to the big money that will hoover up any loose stock.
It’s also down on when AFC went public in 2006, a great investment !
How do you make that out? It's still down on the week.....talk about clutching at straws....
Boiiiiing!!
Pre-AGM rise.
Oh of course Pommy, that must be the reason. For a minute I thought that he doesn't want to risk losing any his of own money and doesn't care a jot about shareholders or how they perceive him.
Clutching at straws but nice to see Speedy on the high risers board two days running for no obvious reason
Maybe he doesn't need any more. He has 3 million in options
Can someone ask Bond when he intends to demonstrate his confidence int the company's prospects through buying more shares. He doesn't seem to have done that for several years.
Here's a question for one and all......The £2.0M supposed sale to SHS under the terms of the JVA.
How many units make up this initial sale?
Is the £2.0M solely in respect of the sale of the capital goods, and if not, what is the attribution of the headline £2.0M between capital goods sales and support and H2 supplies?
Has a value been applied to the cost of "services" being supplied by Speedy?
Until we know the answers to the above, the Speedy deal carries very little credibility and it's just another exercise in ambiguity.