The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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More BS.
Ten
Ahh…bless…you just keep believing, and I’m sure it will all come good for you in the end….my view is that you’ll probably get more joy out of a Christmas cracker, but that’s just my view, you don’t have to acknowledge or agree with me,…..
Says the person who stated that “loads of good stuff is said off record”
What a load of BS.
Well then we can expect a massive uplift in the SP yay! I sincerely hope your optimisim yields results. But... weve heard this story of breakthroughs and advances and positive wording many times before and then N O T H I N G.
I see from the presentation that the 200kW will be finished soon, with just some of the final wiring being done?
And the new designs look good for 10kW, 20kW, 30kW, 40kW and 50kW.
Lots of images in the presentation, giving a really good insight into what's in the AFC hangar.
The bullet points at the end show AFC are ON IT, and we will see LOADS of news this year, much also IMMINENT according to other AGM feedback elsewhere.
The ii's and sell side analysts will be blown away when they visit AFC Energy HQ in twelve trading days time!!
Well at least the remuneration commitee has signed off all the payouts for non performance! Phew what a relief.
No news then. Nobody sane was expecting any at an AGM
Gitfinger
Your question - “Is the ammonia cracker actually a thing yet, or simply a proof of concept”?
Your assertion – it is not actually a thing yet
My repudiation of your assertion
The AFC website video (not a picture) headed First Ever “International-UK “ Ammonia Cracking Demonstration. Hence it is a real thing.
RNS 23 March 2023 states the lab work and ‘proof of concept’ took two years and was finished year ago. Hence it has been a real thing for a considerable time.
The following organsations have engaged with eh project and are taking ti forwards in a num,ber of developments
- The UK National Physical Laboratory (NPL)
- the trading arm of large European energy company
- a major marine engine manufacturer
- specialist injectors and control valve maker
- two shipping companies
- University of Nottingham - as independent evaluators
- UK government – as funders.
Hence - a range credible organisations have verified it as a real thing.
Therefore your assertion is well evidenced as fallacious – it is a real thing.
Your ‘new’ question - ‘where is the test data evidencing successful (technical and commercial) operation’
Your ‘new’ assertion - that it does not work/deliver to (a yet unpublished) specification
I spent a long time in the engineering industry and know that test data on new processes and pre-production models is tightly held until deemed ready for use in marketing/sales/contract bidding in ways that do not compromise IP or technical/commercial competitive advantage.
In other words we will get it when they are ready to publish it. If that upsets you and makes you want to shout and stamp your feet on here. That is fine – knock yourself out..
Have a good day
AGM Presentation available now at:
https://www.afcenergy.com/investors/company-presentations
Direct file link:
https://www.afcenergy.com/media/pitfnbo0/agm-website.pdf
Are you really taking this quote about the value of the cracker as absolute gospel without any corroboration?
Does anyone have a link to afc generators on speedyhire? Other than an article from 2023 I cannot find anything? thx
Didn't you use to post as 4444, Kathleen12?
Its still stock coming from somewhere ...ie sold by mm
stock broker for 40 years
O: Ordinary Trade - A standard trade made through the Market Makers and dealt at normal settlement date.
https://www.stockopedia.com/learn/our-data/london-stock-exchange-quotes-463298
"Designated market makers will maintain within their inventory quantities of shares for the securities they are assigned. Quotes offered by the DMM are on par with what floor brokers offer, and the DMM is obligated to quote at the national best bid or offer for a percentage of the time."
You are the one that needs to learn not me LOL!!!
All of the trades are 'O' trades, so they are stock BOUGHT FROM MM'S, not bought from other sellers on SETS, the stock comes out of the MM's inventory.
Back to school for you LOL!!!
Makes no difference to me, as their short is not big enough to affect the price since things really got going with Speedy delivery and the Ammonia Cracker being worth much more than the current market cap.
With the Capital Markets Event coming very soon, Helikon could find the lender calls in the loaned stock. Their short is at a price of around 12p so down 6.7p right now, and they stand to lose a lot more if the ii's and sell side analysts get the stock moving quickly after the event, which is the whole point of the event.
The last time the price was at 12p was last November but left that range on 15 November when AFC announced "Launch of Speedy Hydrogen Solutions & First Orders". Price shot up again on 4 December when AFC announced "World First Ammonia Cracking Pilot". I think we'll see a similar effect after the Capital Markets Day, possibly even after the AGM if investors find themselves feeling bullish from what they have seen (likely a Speedy Hire Generator, maybe the refuelling truck too) and heard.
The price is in a one year uptrend. Helikon are no longer having any effect on the price.
If 240 497 shares were purchased ,where did they come from ? Answer - SELLERS
Learn how to trade !
Do we think Helicon might be exiting the party?
Looks like you are not there, having time to post, but you know again everything - kind of Trumpish
Loads happens at AGM's, you can tell some people have never been!!
Once all of the standard AGM business and voting is completed, the board move on to the presentation, then questions. You can't hear the questions and answers if you aren't there, and we all know from IMC meetings that some questions can lead to very interesting and 'useful to shareholders' answers.
After that the AGM goes off the record, where investors can talk one on one with directors and management, asking them more questions and often getting a few useful bits of info.
Many post what they learned from the AGM on social media and discussion boards like this one. Some clearly have their own private groups they share the info with first too.
To suggest nothing ever happens at an AGM is either trying to pull the wool, or it's extremely naive.
Price creeping up with a run of buys that started at 10:09.
3.31% up in just over an hour with 240,497 bought 27,253 sold.
Has anything notable ever happened at an AGM? Any AGM?
I guess the frequent posters are busy travelling there /s