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So after attending today and having had time to reflect I still remain positive but feel that timelines are likely to be extended. The cracker technology appears great and can be a fantastic solution for many industries energy needs but that depends on how long before places like Neom come on line producing cheap ammonia ( or North America)
A few of the things that I am most pleased to hear about regarded the layout of production facilities at Dunsford, this will help iron out production issues and will provide a blueprint for the future mass manufacturing by an external company.
My other big takeaways from today are:
1) How severely constrained the electricity grid is, companies requiring 5mw or more are signing contracts for connections years in the future
2) A major tier 1 construction company failed to win a government contract worth £100 million despite having the lowest cost bid. The reason they were unsuccessful was because they had no plans in place for decarbonisation. Recently they sent a large delegation to visit AFC.
3) clearer explanation of the £27 million pipeline/orders/ potential orders.
Good luck to all holders
Thanks for that BF, much appreciated.
Thanks for the AGM feedback, always appreciated!
Clearer explanation of the £27 million pipeline/orders/ potential orders.
You really didn’t need to waste a trip to the agm to work out that it’s not a £27m order book
So where there any questions at all asked about the SP? ABB? Acconia? order book details? Funding?
I mean anything useful at all?
Didn't you go and ask Rupert?. Course not.
Hahaha go and listen to the lies? Not worth the petrol!
So why did no one else ask? Where people even allowed to ask? Normally they restrict to questions they want to answer
lying to the big shareholders?. do you pillocks actually believe the ****e you write.
Good lord, if you don't think he's ever lied you've are utterly delusional!!
Ah, the desperate trolls are all turning up again, no surprise there, as only 12 trading days to the Capital Markets Event and loads of ii's and sell side analysts to get blown away by what AFC tell them and show them!
Maybe I am. Who knows. As long as he gets it to the finish line.......
What's the finish line though?
Now whose delusional?
What's the finish line?
I attended the AGM and you could only come away positive!! I have attended about 9 previously!!
It’s a shame that I won’t post any of the positivity on here as it only fuels in their own warped world the Neanderthal naysayers to the detriment of all the genuine holders!!
Well I’m happy with the news flow!!
Safe ride this weekend Eddie :)
Haha
You didn't go to the AGM did you Eddie
Haha. Plonker
you see yet another **** response!!
no i’m in another universe ******!
Cheers Pepe… next AGM we could ride!?
Yep, after the crap journey I had home via 4 wheels yesterday, will probably do that. Did visit Motolegends after the AGM to buy some kit though.
U are such a wanchor Rupert
Eddietheo,
Great to hear more positive views from the AGM, always appreciated to hear from those that attended (way better than reading BS from those that didn't! attend but try to make out they know more than those that went)
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 ‘on hold’ 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.
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
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.