Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Haggis, last week you was calling people idiots for using British Bulls
AFC = STAY LONG https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=AFC.L
ITM = STAY SHORT https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=ITM.L
AFC Energy has outperformed ITM Power over 3 years, 2 years, 1 year, and year to date. FACT!
Ignore the con man trying to make out ITM is a better investment than AFC, it clearly IS NOT!!
https://ibb.co/swhJV84
https://ibb.co/R2P5gkH
https://ibb.co/HKYf8HC
https://ibb.co/kqNVXDG
Just a heads up: ITM is a leader in electrolysers, while AFC is still finding its footing in the fuel cell sector. While ITM did burn through 40 million, they have over 200 million in the bank, ensuring stability until projected profitability in 2027. On the flip side, AFC looks set to run out of cash by year-end, likely leading to a raise at current levels. It might be wise to consider removing your cash until the raise is complete. Best of luck to all involved.
AFC Energy has outperformed ITM Power over 3 years, 2 years, 1 year, and year to date. FACT!
Ignore the con man trying to make out ITM is a better investment than AFC, it clearly IS NOT!!
https://ibb.co/swhJV84
https://ibb.co/R2P5gkH
https://ibb.co/HKYf8HC
https://ibb.co/kqNVXDG
Have you ever been wrong about anything? Oh yes, this.
Another thing is there will be several guest speakers, giving their information and answering questions from attendees.
"presentations from guest speakers including Dan Evans, Chief Executive of Speedy Hire plc, covering the Speedy Hydrogen Solutions joint venture with AFC Energy."
Dan will certainly have a load of info he can tell them about which companies are in the JV pipeline, how big that JV pipeline is growing and how fast. He can tell them if they have had requests from clients for the other models in the range right up to to 200kW or even multiples of it. He can tell them how much money they will make from the hire per day/week/month. And he can tell them a lot more I'm sure.
None of this is for us, even if they put a presentation on the website you don't get the context on a lot of it or the intricate details explained by the presenter.
If they could only tell 'sophisticated investors', ii's and sell side analysts what they can tell us, there would be absolutely zero point in doing a capital markets day exclusively for them, DUH!
You have zero understanding of what can be advised to 'sophisticated investors', ii's and sell side analysts, there is a lot more available to them than to PI's, without question.
For a start they get all of the info on company forecasts, how those forecasts are formed, what the pipeline actually is, who is involved in the projected pipeline (apart from those under NDA).
Also, they can tell the se people who in the Ammonia Industry told them what the Ammonia Cracker is worth (much more than the MCap of AFC is not the figure they have in mind that was given to them by industry experts) as an actual £££ figure.
They can tell these people who they are in talks with. They can't tell us because it might get our hopes up, but 'sophisticated investors', ii's and sell side analysts are expected to know how to treat the information conservatively.
I know all this because I've worked in the finance industry for decades and still do, and been investing that long as well.
You have a very poor understanding of the rules around what can be told to retail and non-retail clients.
Only six trading days and six hours to go until the big money men get to hear everything AFC want to tell them, everything including things they can only tell 'sophisticated investors', things we only wish we could be told!
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.
Groundhog day, this just bounces around and does nothing day in day out.
Rampity ramp, rampity ramp. Could have sworn you only dealt in facts
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.
Oh how they would LOVE to have these concrete pumps on all their projects that need one, rather than use a Diesel one. All they need is an AFC Energy Hydrogen Fuel Cell Generator and their dream comes true. Add the smaller Ammonia Cracker and they can fuel it on dirt cheap Hydrogen too. The fact they clearly do not want to use diesel anywhere they can find an alternative bodes extremely well for AFC Energy and Speedy Hire.
"I'd like you to meet our brand new 100% electric concrete pump, SCHWING SP 2800 E."
"There is nothing brand new about the technology but introducing large electric machines isn’t always an option as they require a large mains supply which isn't always available on construction sites."
"Thanks to an early agreement with our client Multiplex, we secured the required electrical capacity and invested into what is a brand new addition of zero emission equipment to our fleet."
"This fully electric concrete pump will save circa 32tCO2e over the duration of the project and knowing that we have removed another diesel engine and it’s related emissions from our site has made me a very happy customer!"
https://www.linkedin.com/posts/kiro-tamer-154301b2_construction-sustainability-scope1-activity-7184228128246923264-1Yps
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%.
The price is, this is just constantly the same regarding Bid & Ask they are just messing around with the share price to show movements.
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….
Looks like more punters are starting to agree with my long held belief that Bond has been over egging the pudding. I just hope that Drs. Harvey and Rendall's bought in expertise can dig him and us out of the proverbial hole we have been in for the last 3 years. If the 200kW unit becomes a reality, as promised, then we may have a chance.
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.
You see where the limit of interest and trust is in AFC and Bonds blatant ramps. 18-20 that’s it, if this every hits 50 and more I am out, this will never be pounds as we have a penny share BOD - face reality