The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Stock,
You stated:
"...The average broker target of no less than five different brokers is 80p per share, they can't all be wrong with their valuations that are based on a mix of DFC and Peer Comparison. So suggesting that the price today is correct because that is what people are paying is not really understanding what is meant by the words 'valuation' or 'undervalued'..."
You imply the current sp is INCORRECT; therefore, it stands to reason that you think the CORRECT sp should be 80p!!!!!!
Meanwhile the SP drifts back down towards the mid teens. Great piece of work Adam! He's failed miserably so should be sacked along with his side kick, Dixon Clarke. A couple of clowns. 🤡
AFC is not a serious company. It's taken nearly 20 years to come up with the power towers now being acquired by Speedy. It's a far cry from what we were promised by way of AlkaMem containing high power density, alkaline fuel cells. Bond et al are just there for their own enrichment.
his job is to bash afc. just look at his posting history. shareholder my ****!
I’m intrigued by the valuation of AFC’s world leading ammonia cracker. Once this is tested and validated it’s going to be worth a fortune.
Interesting why the market cap is struggling so much.
As soon as AFC start delivering on the current order book they should certainly look at listing elsewhere or on the main market. Many people/institutions won’t touch AIM with a barge pole.
Medium to long term 6-18months should see multiples of the current s.p.
So the £27 million of orders is a bit like the infamous 2021 statement telling investors of imminent orders. See below.
"Current book of over 50 qualified fuel cell deployment enquiries - the majority of which represent multiple order potential."
It was obvious that the 200kw unit was delayed but as you say Daz, no mention of that to shareholders. Bond's MO is not conducive to creating market trust in AFC's ability to deliver what it says it's going to hence the languishing shareprice.
Daz,
Just sell up and invest elsewhere. Nothing stopping you is there? If you’re sitting on a loss, take what you have left and reinvest in something you believe in.
They believe the SP is undervalued, now why could that possibly be ?
Years of telling us we’re on the cusp ?
Telling us Alkamem is the holy grail ?
Years ago telling us we’re on the glidepath to sales, we’re accelerating towards sales, we’ve got the right products at the right time at the right price ?
We’re targetting the Chlor Alkali market where there’s free hydrogen that just gets vented ?
Were making huge strides
Partnered with BK Gulf to containerise the fuel cell
Lots of previous products announced with great fanfare and now dropped.
And after years of failure and burning through £60m of cash we’ve got £200k of revenue.
I think that’s why we’re undervalued
I never said it SHOULD BE 80p right now, so please go read my posts again and get your facts right.
The CEO said IT'S UNDERVALUED and he knows precisely what value he is sitting on, if anyone knows it's him and his CFO sat next to him who would have advised him on it, and the brokers that the CFO has also advised. You don't know, I don't know, but they certainly do know.
The CEO says that the Ammonia Cracker IP is worth MORE THAN THE CURRENT AFC MARKET CAP, therefore even a single celled organism can work out that he is saying the Market Cap SHOULD BE AT LEAST DOUBLE what it is today.
That certainly explains his 'undervalued' statement and is also seen in the results RNS where the Ammonia Cracker is described as 'UNREALISED VALUE':
"Together with our fuel processing division's market leading modular ammonia cracking technology and the partners we are currently in discussion with who have expressed interest in the technology, we continue to believe the true value of this technology platform is not yet reflected in the Company's value and as a Board, we are reviewing options to capitalise on this unrealised value."
The Brokers have average consensus TARGETS of 80p, they are not valuations for TODAY, THEY ARE TARGETS.
I hope that is nice and clear so that no further misinterpretations occur.
Stock,
By your reasoning, the sp should be at least 80p, based on broker opinion!? BUT IT ISN'T is it, because investors think that target is OVERVALUED given the current situation!!!
Broker views shouldn't be taken too seriously.
You are obsessed with broker targets. They have been way above the share price for years now and, frankly, are gibberish
If it was one Broker, there might me questions. If there were two then it's slightly more convincing, but to me, FIVE is a slam dunk.
Even broker/analyst's valuations are a matter of opinion as with everything in life. If you believe what you hear and read...fine.
The CEO says they should be paying a lot more and so do the brokers. The average broker target of no less than five different brokers is 80p per share, they can't all be wrong with their valuations that are based on a mix of DFC and Peer Comparison. So suggesting that the price today is correct because that is what people are paying is not really understanding what is meant by the words 'valuation' or 'undervalued'.
All stocks are undervalued compared to broker valuations at some points in their timeline, but eventually the market wakes up, loads up on the stock, taking the stock back up to fair value. It will happen to AFC Energy I believe, which is why I continue to hold the stock, plus that the 200kW and Ammonia Cracker are not even in the broker valuations yet, which suggests a whole other level of upside to their valuations once those can be factored in by a meaningful pipeline of sales, or in the case of the Ammonia Cracker some deal(s) with the big Ammonia producers.
Snork,
One of the more sensible comments on this board!!
The simple fact is that shares are worth what people are prepared to pay for them
More baseless drivel from TheLIESgb. Best ignored.
What the CEO states on video is FACT.
If they have do many insti investors , then everyone just bought a few shares , because the pps tells a complete different story, volume buys would push it up and sorry they might have a few new , but non known ones - lol
From the IMC meeting:
"We've more institutional investors in AFC now than we have ever had before" and "We have a number of them visiting AFC to learn more"
On the share price: "it's clearly well below what we believe it should be" and "WE ARE UNDERVALUED!"