Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
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McStock
Don't you know, you're not allowed to use the word "electrode"
Thats interesting Constructivenews. Have you any more information on that scaling up contract? I look forward to hering more detail about the Peel Hunt day. I assume it will be reported in detail on AFCs website.
Well say what you mean fir time then. Expect it to be challenged when you're talking nonsense
Fantastic scaling up contract signed today & Capital Markets Event starting at 2pm in the centre of londons financial district.
Red_hornet,
Good question actually, we still need electrodes for the S Series and I thought these came across from the L Series that were developed by De Nora.
We still have a lab working on electrodes but I don't think from what we've seen in the lab video and images that we do any catalyst development, which is De Nora's area of expertise.
Maybe it's just become a trade secret as to who does the catalyst and electrode development now?
Something to ask at the next IMC or general meeting I guess.
No one complains when some idiot says there may be a huge order at the event! I mean of that isn't blatant ramping then what is! On what basis could that be true! They past 14 years will tell you that won't happen.
Yet many will moan of someone says something negative about the club . Pure ramping is ok though, makes you feel better about your investment
i meant after the event, smart ****.
There most certainly will not be a huge order announced at the event. That would clearly be a price sensitive announcement and the logistics of making that available across the market are impossible. Get real.
There is hardly anything on the offer up to 21p.
CMD starting soon, should see some decent buying after or during that...let's see
I don't recall seeing or hearing anything about De Nora for a very long time. I'm not even sure AFC are still working with them?
Full price to buy now, one more decent buy should take it up
Closed the GAP-UP and back we go to 21p.
I've just bought a chunk
All imho, dyor
May be a huge order announcement by Tamgo at event.
Ok, thanks stock, just not sure I have seen any RNS confirmation that DeNora are producing the electrodes on mass.
Indeed it would be fantastic CN. But 195p was a targe not very long ago and that was clearly a fantasy based on the square root of sod all.
Garmoan..see you are ramping like billyo on the ITM board..
So, break even in 2028 according to Liberum! Long after Bond predicted it would be so! What'll keep the lights on until then? More dilution?
They go into a companies details alot more than we do. Even the lowest Broker target price is fantastic compared to now. Afc is on the way to great things ( make no mistake about that ).
Liberum target 68p. Lowest one of those I've seen for a while. Not that I think broker targets have any particular credibility
Https://www.proactiveinvestors.co.uk/companies/news/1047077/afc-energy-up-6-on-illuming-power-tie-up-brokers-bullish-1047077.html?rel=scroll
& a Capital Markets Event today in the centre of Londons financial district.
"this satisfies all foreseeable demand for the next five years"
For all we know, that could be three units, oh, forgetting the £27M of "committed orders".....
It's not exclusive but it does say that it can satisfy foreseeable demand for five years so it sounds like it's intended to be exclusive, effectively
Beachandsurf,
De Nora are already involved with our electrodes mass manufacturing. I don't think they do fuel cell assembly, do they?
There is no exclusivity with Illuming Power, so it's open for other manufacturers including the one I suggested, Thyssenkrupp .
Note the word 'FIRST'...
"AFC Energy (AIM: AFC), a leading provider of hydrogen power generation technologies, is pleased to announce the appointment of North America's Illuming Power ("Illuming") as the Company's first scaled manufacturer of fuel cell plates and stacks for its S Series air cooled platform."
Thyssenkrupp
https://www.thyssenkrupp-automation-engineering.com/en/automotive-industry/electric-motor-assembly/fuel-cell
Very encouraging news, as a side note ..does this new manufacturing deal replace any chance that DeNora, in Italy, would be involved.?