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Thanks guys for the insight! I'm sure some big deals are ahead as the Ammonia Cracker is containerised and as we go to full outsourced mass manufacturing.
PepeT2
Japanese visitors were the Chairman and CEO of Komatsu, the 2nd largest producer of construction and mining equipment in the world.
Justaguess
Adam did say that the photo of the Balfour Beatty visit to the site, they were all their top management and money people wanting to visit and the photo of the Japanese visitors the top man from Japan came over to visit the site so many companies are showing great interest in their products.
You've been told many times, Garonne, that the headline rise or fall on Tradegate often bear little relation to reality. It was showing down 3.94% but the bid at the close last night was 20.95c and this morning it was 20.75c. Have a go at working it out yourself but I will give you a clue. It isn't 3.94%.
Dixon Clark fumbling his words twice was comical until he finally picked the right one that Bond had told him what to refer to it as
Down significantly on Tradegate. Maybe the market isn't willing to wait much longer for news on the much talked about sales of the 30kW unit to Speedy and others. I fear post AGM we'll be back to the silent treatment.
Apparently Git someone said he explained it at the AGM, I bet that went down well.
Escala…..in the words of Roy……”it’s good…..but it’s not quite right”
The phrase used was “committed” and not signed….and no one quite knows what “committed” actually means, it’s a bit like the use of the word “cumulative” when talking about output (yes, that old chestnut) but you get my drift…another example of company double speak…of there were signed orders, then say signed, not another word that doesn’t really mean anything…..
Nice try though….
That whole 27M order book seems to be fading away now.
Ade....come on. Don't show yourself as being so stupid.
pipeline order book (signed orders) is £27m. But not all this year. This year's guidance is in the notes.
You take evidence, get the facts wrong, twist them and them pass an opinion based on them. Defies belief that anyone, including you, believes your garbage.
He said the £17m order book won’t all be delivered this financial year
How’s it crap, Bond clearly said what the pipeline is for sales. My number is 10m below what he said so it’s being generous.
That is crap Ade... you know full well that the predictions for 2024 are not at that level. look forward 3-4 years (if you have broker note access, if not let me know and I will send) and the T/O figures become huge.
Please stop being so dishonest
Ade
The company most certainly will announce significant sales in 2024. The only problem is that it nigh on a racing certainty that the sales will be into JV arrangement on terms that are less than clear, and will add nothing to the bottom line. Never mind, the Ubers will no doubt lap it all up, saying it’s almost lift off time….like they did with ABB, etc…
If AFC dont confirm at least 15M of sales in 2024, then Bond should be investigated for misleading investors.
There does seem to be genuine interest in AFC's products from some large companies but will this translate into sales? A good point made by JeffMills is that handshakes and compliments posted on LinkedIn don't help the bottom line. And as for the cracker, it's probably a long way from being commercially ready so again no imminent sales of it looks likely. I know markets are forward looking but AFC's timeline for profitably clearly exceeds anything that could influence current market sentiment.
Japanese visitors were the Chairman and CEO of Komatsu, the 2nd largest producer of construction and mining equipment in the world.
Adam did say that the photo of the Balfour Beatty visit to the site, they were all their top management and money people wanting to visit and the photo of the Japanese visitors the top man from Japan came over to visit the site so many companies are showing great interest in their products.