Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth 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.
Https://www.proactiveinvestors.co.uk/companies/news/1047731/afc-energy-s-tamgo-partnership-to-provide-significant-upside-analyst-1047731.html
Die TAMGO-Partnerschaft von AFC Energy bietet „erhebliches Aufwärtspotenzial“ – Analyst
Veröffentlicht: 16. Mai 2024, 12:23 Uhr BST
Geschrieben von: William Farrington
Herausgegeben von: Ian Lyall
Über diesen Inhalt
Sicht
AFC Energy PLC
ZIEL: AFC
OTC:AFGYF
AFC Energy PLC – TAMGO-Partnerschaft von AFC Energy bietet „erhebliches Aufwärtspotenzial“ – Analyst
Der jüngste Kapitalmarkttag (CMD) von AFC Energy PLC (AIM:AFC, OTC:AFGYF) hat die „positive Sicht“ des Brokers Panmure Gordon auf das Unternehmen für Wasserstoff-Brennstoffzellentechnologie bestätigt.
AFC hat seine Marktposition durch die Erweiterung seiner Produktpalette auf die Plattformen S-Serie und S+-Serie gestärkt und bietet nun Generatoren von 10 bis 500 kW an.
Diese Erweiterung kommt direkt der wachsenden Nachfrage des britischen Bausektors nach sauberen Energiealternativen entgegen, da sich Großprojekte wie HS2 und das Lower Thames Crossing zum Dieselausstieg verpflichten.
„Der wohl größere Gewinn ist jedoch die Erschließung größerer Märkte wie des Nahen Ostens durch die Vertriebsvereinbarung mit TAMGO, was unseren aktuellen Prognosen deutliche Vorteile verschaffen würde“, sagte Panmure.
„Darüber hinaus gibt es auf lange Sicht erhebliche Chancen beim Cracken von Ammoniak, wo wir auf der jüngsten CMD durch die Erkenntnisse des Kunden Industrial Chemicals Group, einem der größten unabhängigen Chemiehersteller und -vertreiber Großbritanniens, äußerst ermutigt wurden.“
Inmitten dieser „aufregenden Zeit“ für AFC bewertete Panmure die Aktie mit „Kaufen“ mit einem Kursziel von 50 Pence, was einem Aufwärtspotenzial von 143 % gegenüber den aktuellen Kursen entspricht.
Preis und Profil anzeigen
KEINE ANLAGEBERATUNG
Das Obige wurde von Proactive Investors Limited (das „Unternehmen“) auf seiner Website veröffentlicht und wird vorbehaltlich der Nutzungsbedingungen zur Verfügung gestellt
Another very positive article by Analysts.
Now offering generators up to 500kW ....can this be true ? .....or another dose of poor reporting .
Modular stackable being 10 x 50 KW
Investmentpro
Is that just a guess ? were has a 50kW system come from ....so why stop at 500kW ...lets go big lets have a stackable 1MW system ....
5 x 100kW S+Series Modules
https://www.afcenergy.com/media/viwgr22w/cmd-deck-8-may-2024-website-final.pdf
Thanks PepeT2
So this 500kW is a potential system ....not one that is available now ?
Klunk, if you look at the website the 30kw and 200kw units aren’t available yet either but at least they have pictures !
It was the Proactive report stating " now offering generators from 10 to 500 kW " .....thats what confused me ...that statement would make me think i could jog over the AFC HQ and order a 500kW system now .....which i clearly cannot .
AFC Energy’s TAMGO partnership to provide ‘significant upside’ - analyst
AFC Energy PLC's (AIM:AFC, OTC:AFGYF) latest capital markets day (CMD) has confirmed broker Panmure Gordon’s “positive view” on the hydrogen fuel cell technology company.
AFC has reinforced its market position by expanding its product range across the S Series and S+ Series platforms, now offering generators from 10 to 500 kW.
This expansion caters directly to the burgeoning demand within the UK's construction sector for clean energy alternatives, as major projects like HS2 and the Lower Thames Crossing commit to phasing out diesel.
“However, arguably the bigger prize is penetrating larger markets such as the Middle East through its distribution agreement with TAMGO, which would provide significant upside to our current forecasts,” said Panmure.
“On top of that is the substantial longer-term opportunity in ammonia cracking, where we were extremely encouraged at the recent CMD by insights provided by customer Industrial Chemicals Group, one of the UK's largest independent chemical manufacturers & distributors."
Amid this “exciting time” for AFC, Panmure gave the stock a buy rating with a 50p price target, implying a 143% upside from current prices.
--------------------------------------------------
So as I posted yesterday on here, in the coming 6 months we should have plenty to get the share price up. Some near term news like a TAMGO big order "which would provide significant upside to our current forecasts,” said Panmure. Same for a big Acciona order then, and with almost 100 ii's and sell side analysts pushing AFC to their clients it's going to pick up momentum soon IMVHO.
That Ammonia Cracker value of more than the current market cap of the company will get priced in
Big TAMGO order
Big Acciona order
Big ABB order
Speedy high demand ups their order too
RBC will up their target along the way once they see all this appearing
The forecast UK market recovery in H2 could take AFC up to 30p on its own
"that statement would make me think i could jog over the AFC HQ and order a 500kW system now"
Of course you could. ABB ordered it's 200kW systems before AFC had even finished the design. If anyone wanted 500kW systems they can go order them from AFC, especially as now AFC have built the 100kW modules for the first ABB 200kW that was undergoing final wiring a few weeks ago.
Page 20 "Final wiring, nearing Completion" on 25 April.
https://www.afcenergy.com/media/pitfnbo0/agm-website.pdf
Yes a potential system Klunk. We were told at the AGM the 200Kw unit would be producing electrons imminently, so hopefully that has now happened. Unfortunately though the ABB unit does require CE marking before handover to the Client, which could well be a further 6 months based on their experience in obtaining same for the 30Kw air cooled unit.
Hopefully it will take much less time, as the guy doing the CE is now very well acquainted with AFC technology and won't have to learn everything twice.
Hold on everyone, Bond said 6 months to CE mark, but Stock hopes it could be much quicker because the guy that does the CE certification has done it before. I’ll call Adam in the morning .
This chap:
"I‘m most happy that the hashtag#FAT has successfully been passed and I‘m looking forward to continue supporting hashtag#AFCEnergy with more hashtag#HAZOPs and hashtag#CEmarkingprocess for the upcoming hashtag#FuelCellSystems
https://www.linkedin.com/posts/christian-machens-423317177_afcenergy-hydrogen-hpower-ugcPost-7172869835637280771-Qe-D
I am certain i have read somewhere within the last week or two that TAMGO's initial order will likely be up to a dozen systems so that they can run them under their conditions, then more significant orders might follow that. I'm not expecting an initial order for 1000 systems
Where did you hear that? I've not seen that stated anywhere, not in the press or any interviews, and I check for anything new on AFC and TAMGO every day. See if it's in your internet history and let us know.
I posted last week that I thought they would take 5 systems, then sign a deal to assemble them in their own factory, then place a big order which they will then assemble.
They want in country assembly, it gives them more control on rollout speed, it gives them "made in KSA" labelling, and creates jobs. If they want to rollout thousands they can easily invest in the production lines to make that happen, they don't need to wait for AFC to organise something in Europe or USA, the stack manufacturing is already in place.
Surely they’d take one system first like Speedy did so they can get acquainted with it. Anyone else want to have a complete guess how many they might take as a first order ? Hell, they might even be offered it free or half price like ABB as a sweetener.
Hey Klunk ….so why stop at 500kW ...lets go big lets have a stackable 1MW system ....
Isn’t that the plan long term, to build bigger systems, hence the phrase modular. Eventually you could see stacked system of 5mw outside data centres etc. Crypto miners biggest issue is the price they pay for energy, as it has such a huge effect on their mining costs. These guys could eat up systems when they’re ready.
I'm sorry StockCheque , I've had a quick look but can't find the connection. Maybe it was someone else's post I read? If I get chance I'll look again on the weekend.
Data Centre's are using more and more power, in some places causing blackouts. They need to go green and they know it, and all their massive clients know it and are telling them they need to do it.
Check these out:
https://www.bbc.co.uk/news/articles/cpe9l5ke5jvo
https://www.zdnet.com/article/massive-data-centre-demands-could-lead-to-power-blackouts-warns-irelands-utilities-regulator/
https://www.savills.co.uk/research_articles/229130/345761-0
https://loadbanks.com/independent-analysis-cites-power-failure-as-the-major-cause-of-data-centre-outages-with-costs-and-consequences-worsening/
A simple solution would be an on-site modular Ammonia Cracker, Tanks of Ammonia (or even a connection the the Ammonia pipeline if in Texas), and Fuel Cells. Even if it only takes 10% of the load off the grid it reduces the risk dramatically of power outages. Ultimately 100% off grid would be the best solution for uptime, with the grid used as the backup power instead of the other way round.
Obviously using zero emissions Green Ammonia for the power.