Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Who started a post with such a ridiculous title
Please stop replying on it.
Styfulgroeth? Anyone want to have a guess?
This government are a joke they styfulgroeth in new companies. Because the thick idiots have no forsight (Apart from lining their own pockets ).
It's bad enough when most of the posts are spam, but do we really need 500 characters of spam in the subject too !
Daz .
This is why the government won't give higher feed in tariff
The United Kingdom government generated a revenue of some 35.4 billion British pounds from energy taxes in 2022.
I carnt wait for the Moduler Hydrogen Cracker to hit the market. It will be fantastic for Afc & it's shareholders.
You had the choice around 12 years ago when the feed in tariff was 45p/kw, I paid £8.5k for a 3.4kw system, I’ve received over £20k in fit payments and my electric bill is half what it used to be, and as the fit rate goes up in line with inflation the payments I receive every quarter will be around £2500 this year. The government should never have reduced the incentive to encourage more people to buy panels.
Wouldn't it be nice if every home could benefit from this power supply model where sun shines for enough days annually to make investment worthwhile?
According to the research group in spain , the house demonstrated self-sufficiency, and its LCOE decreased from €0.86($0.92)/kWh to €0.34 /kWh, and the tenants saved €1,170 annually.
https://www.pv-magazine.com/2024/05/01/new-approach-shows-how-to-power-homes-eclusively-with-hydrogen-solar-and-batteries/
Https://www.afcenergy.com/news/press-releases/ammonia-cracker-achieves-multiple-milestones
Buys are way up on sales this morning, keep it up. AFC a bargain at these prices.
Afc Energy have been following a plan & I'm glad to say it's now coming to ftuition.
What people forget about Bond is, he’s not there to make AFC money, he is only there to make money for himself.
Apparently FAT testing has nothing to do with measuring the level of lipids between the ears of the trolls on here LOL!
FAT testing insight from AFC Energy:
https://afcenergy.teamtailor.com/jobs/3846905-commissioning-technician
Video of that https://www.youtube.com/watch?v=73U9AbulOA0
A different one also worth watching https://peelhuntnewenergycleantechnology.gallery.video/240228
Everything is going to plan & revenue increase already looking fantastic & on target at 2544% up on last year.
The award should be linked to the flotation price. It’s ridiculous that they are being rewarded for failure.
Any thoughts on why the change in the benchmark for 50% of the award? I personally think it stinks, because the trough merchants fear that I’d measured against a true metric (FTSE 100) then they will fail, but if measured against a more “fluid” benchmark, then there could be the chance of getting something over the line……surely a material change in the terms of a reward structure should have been flagged up at the AGM?
Brettington,
The company can't control the stock market, which has had billions drained from it that has been moved to foreign markets. Show me a small cap or mid cap that has a higher Market Cap than it was before Brexit, they are few and far between. The Capital Markets Day could change that for AFC Energy overnight, hopefully it will.
What AFC have achieved is:
30kW system completed and commercial and now production is flowing for that system.
Deal with Speedy Hire and already worth millions before they are even flowing off a mass production line.
Deals worth £27.5m before anything is even flowing off a mass production line.
Completed the 200kW system build (a much more complex task than the 30kW by the looks of it) with just final wiring being done a few weeks ago.
Sale of systems to ABB that once flowing should kickstart mass orders from them and others.
Rapidly developed the Ammonia Cracker that is already valued by industry experts as being worth far more than the AFC Energy Market Cap.
Based on that the options are fair and I have no trouble with them, as they still have to achieve the targets and then pay the money for the stock, it's not like they have been given those shares, they have to earn them and pay for them.
This really is priceless….looks like some of the share award is dependent on performance as measured against other film flam h2 companies……
Thanks Stock at least they will reward staff in a SAYE scheme. I didn't know this.
Still think the share option for top 2 still naughty. Considering share price decline and possible dilution/ fund raise in 18m-2 years.
I'd be much happier when good revenue flows to reward this performance rather than R &D and prepare for market performance.
Still long term here though.
Wanchor
"presentations from guest speakers including Dan Evans, Chief Executive of Speedy Hire plc, covering the Speedy Hydrogen Solutions joint venture with AFC Energy."
"Presentation materials will be made available on the Company's website following the event."
I'm certainly looking forward to seeing the presentation on Tuesday. Hopefully some things in it that we've not seen or been advised before, some new images of the Ammonia Cracker, 200kW, etc too.
Here's a good idea, if you have no shares on short positions & your not worried about the threat Afc pose to competitors & their products & CEO Adam are so crsp. Why if you have no negative agenda , why are you here ( Pathetic)
News Tuesday? Capital Markets Event Wednesday!
200kW was on final wiring weeks ago so could be finished build and starting FAT. Worth a LinkedIn post if it is.
Order from TAMGO is the company's top priority, they have been working together on TAMGO clients, the 30kW is ready to order, so could be incoming any day.
Plenty more going on that could produce an RNS.
"AFC Energy (AIM: AFC), a leading provider of hydrogen power generation technologies, is pleased to announce that it will host a Capital Markets Event for sell-side analysts and institutional investors on Wednesday 8th May 2024, beginning at 14.00 BST, at the offices of Peel Hunt, 7th Floor 100 Liverpool Street, Moorgate EC2M 2AT."