Member Info for Agusta

Love the Dad's Army reference! Very true sadly, somewhat comical when viewing from another country sometimes!

There is so much going on here in the background, and many names we now associate with AFC, either directly or indirectly through partners. You may remember a post I made showing a study ABB did on salmon farms here. I think this market will be a first mover on new technology, and what I find interesting is that they will be combining a variety of solutions, hydrogen boats, electric boats, creating power locally (especially those in the middle of nowhere),connecting to the planned hydrogen network here. I have a feeling ABB will be on to this market as they also offer the electrical interface solutions.

I've seen many other deals signed, ABB are really moving here and I see potential for Acciona. There are other companies signing agreements and there is competition, but I still believe AFC have a unique advantage in many markets. With the potential size of the market, there will be a need for collaboration on many fronts, and different people will try different approaches, let's hope AFC can shine through.

I'll search up some articles when I have time, sometimes they are hard to find or behind a pay wall. The mailing list from this lost is quite interesting: https://m.energywatch.eu/ it has helped me sometimes when the market has looked quite bad, and reminded me how much is happening all over, plus can be very interesting.

Fair point jgbb. They may well have many plans we are yet to see. I just get the impression that they are slowly dropping behind other countries, but happy to be proved wrong!

Morning Southerhay! Great news indeed, and I'd long hoped/expected that AFC could tie in to one of the many maritime hydrogen projects going on here. I agree, AFC are now starting to enter all of their mentioned target narkets, and I'd say this particular deal covers multi system potential!

I hope you are correct with your S series progress thought. With this type of deal it would always have been for the S series, although in early stages this market is now moving very fast. Those who mention approvement in principal, I understand the questions but there is too much happening within the future maritime market here for this to come to a dead end. The competition is heating up here and there is a lot of money involved, the fact AFC are the first selected says a lot.

Now AFC have joined this market I'll probably drop some more articles of interest on the quieter days, there have been plenty that will now be of more interest to people here.

Final thought is how annoyed I am looking back at the UK and their lack of action. Norway have set out a plan with deadlines, the government are backing many projects and shouting about them, they truly want to be a competitor in the future hydrogen market. The UK seems to pump out plenty of hot air and no action, luckily AFC are finding their own way, so hopefuly Boris and his buddies miss a trick with this one and AFC can thrive without needing one of his wacky speeches!

I spent several years reading here before even opening an account and posting. Not everyone is interested in being involved in internet discussions, and for some people it can be detrimental to their mental health and probably how they decide to trade their holdings!

As the markets are made and run by humans, they are subject to the same emotional swings that we encounter on here and in the wider world or an a personal level. In my opinion, the outlook in the general market AFC are categorised in, is extremely positive. Being a relatively new market based on future potential, there is plenty of speculation going around. With the right news and if AB steers this in the way he has suggested he is doing, we should see AFC compete with some of the other well known larger players in this market.

Crossing fingers for a positive EOY, though I'm not making any personal targets for the SP with any amount of news, the world is wild place at the minute, and pretty unpredictable!

All the best!

Given that all the energy we have available, and any of the harnessing methods you mentioned take energy from a process that utilises hydrogen 148,000,000km away, I think we'd be silly not to try and utilise the element ourselves. I am working on a concept ship design which utlisies the wind somehow, don't want to give too much away in case you steal my idea, my main problem so far is having it travel across the Atlantic in less than 1 month.

I know ABB quite well, and I'm extremely encouraged by the latest news. It was not what I expected first, but definitely a nice step in the right direction. I agree with previous comments that there may well be something happening in the background. I'm as keen as anyone to hear about progress on the list of partners and ongoing projects. I'm still positive for good/interesting news to end this year.

Adiabatic freecooling. They make cooking systems for data centres.

Personally I've always been a little sceptical of the ideas of flying taxis and such in the near future, the Urban-air port AFC are involved with didn't really excite me. Perhaps I'm getting old and refusing to see the potential benefits possibilities.

A Swedish company called Jetson has released this battery powered personal flying vehicle (I've made up the name of the vehicle!). It looks much like a drone, and I can now see how this type of vehicle can play a significant role in the not so distant future: https://youtu.be/FzhREYOK0oo

Many of the AFC targeted markets have huge potential.
Data centre growth: https://www.us.jll.com/en/trends-and-insights/research/data-center-outlook
Hydrogen in shipping: https://www.reuters.com/article/shipping-energy-hydrogen-focus-int-idUSKBN27F18U
This article includes ABB. Plenty of other info on all AFC target markets out there. The spring is compressed, AFC just need to release the potential, and there a good deal of energy in this particular spring, just like their fuel cells ;)

There's a wealth of information out there, and the number of new articles is growing everyday. I just wonder how much of these numerous markets AFC can get a decent share of, obviously I believe they have the products and ever growing team to compete successfully in these markets. My simple investing philosophy, if that changes I'll sell and move on.

Sacks law in full effect tonight.

Nice to see the positive sentiment returning. Let's hope it continues and is backed up by some good news from AFC, no better time to start to hear what they've been up to.

Feeling a bit guilty as having to drive a monstrous v8 car over here in the States, mind you everyone is.

Well you can tell there is some hesitation around this psychological number barrier. I will predict a small end of day jump, I think there is a bit of excitement around green stocks, and COP 26 and related news coverage is putting words like hydrogen/renewable etc etc in people's heads.

I'm not one to predict usually, but in remembrance to some posts over the past year, if I'm correct, jhonboy must listen to The Doors, break on through tonight :)

Nice weekend all.

We can argue back and forth about the ifs what's why's and how's, but, personally I can see why for example, a company like ABB may like to announce a deal during Cop26. Announcing then would give them extra publicity, and I could imagine a company signing a deal for something like the ABB AFC charger, would like to shout from the roof tops about it. It is not a small investment for them, and as the first person making the transition, you would want some recognition for your efforts. What better time than during the biggest conference on climate and sustainability.

We will find out sooner or later anyway :)

I have a sad life, and have made this very rudimentary image with the last months AFC chart and your semi pro trading tips layered on top. Please view here: https://ibb.co/hyb57wZ

I'm semi-amateur and I'm correct 51% of the time.

Norway were also mentioned as a country asking for certain scientific reports to be edited/made more appealing, in the BBC reports.

No one is doing anything perfectly, and where there is money involved there is power. We are all greedy, ourselves included.

Let's see what COP26 presents us. Either we see serious action which AFC will benefit from, or many leaders can admit they are just saying the words to gain power, and the facade will not benefit them enough so we can continue on as we do today.

My money is on a global change, from which AFC and ultimately us and those after will benefit. The balance between time and action is now heavily weighted on the action side.

As a whisky lover, the honey in this form brought a new world of taste and smell sensations. You smell it and feel as if you have visited every flower with the bee that has helped make it. And then the taste opens up a new workd of flavours. Hopefully my AFC investment allows me to make/indulge on more of this luxury in the future!

Just to add some weekend off topic and join the discussion on sustainability. The report released to the BBC quoting some countries comments before cop26 were disappointing but hardly surprising. As I've mentioned before, most of what we hear are just words given out to make people feel better and believe big companies etc are actually taking action, much of it is b******s!

On bees, I've got honey right from the hives, wax and all. It's the most incredible thing I've ever tried (honey wise!). Get some bees hives in your gardens!

Sorry to post about a different company again, although we all know they are in the hydrogen business, their model is very different to AFC.

Nel released their quarterly financial yesterday and they were far better than expected. There was much excitement, the sp jumped up considerably. Although this is great news and a good sign for the industry, I took the choice to sell my holding and invest some of it in to AFC. When I look at the nel model, they are a long way off profitability, and it becomes more apparent as they progress. They have large overheads and are expanding at a huge rate, I have no doubt they will be very successful in the not so distant future.

Back to AFC, it reminded me of why I like their business model. I won't repeat what I've said before (again), but when the orders come, AFC have a much cleaner route to becoming profitable, and we don't know the all the routes they may take yet. With what we do know so far, it looks like a much better model for taking full benefit of this market when it eventually does take off, which can't be long now.

Have a nice weekend all.

I'd planned to make a post with some other information, but will only jump on this post just to clarify the situation.

I'm travelling to the States next week, I need the covid pass, a letter from the embassy after a lengthy application process, including a special invitation from a company in the USA who have the authority to invite people. Finally I must also be working within a select group of "essential services" or however you may want to put it. My travel is for air ambulance, I don't want to make the journey (my first abroad in sometime), my point being that it is not easy to get in, maybe possible but they were pretty strict on essential services and such.

Morning Jhonboy. Congratulations on your retirement. Still reading occasionally, I like a Monday morning check in, I normally try and assess how the week may look in general for the markets.

I'm still positive on the outlook for AFC, and I'm still expecting some more good news from them this year after AB comments. I get a little frustrated that sometimes it feels like the real transition we would like to see is taking longer than I would have hoped. We hear some big ideas from politicians and large companies making exciting sounding statements, they can only be swept under the rug for so long. AFC are still very well placed with the partners, and we know they are working in the background. I think we should see some exciting products from these partnerships in the near future, and with the expertise from the partners, the products should have a decent immediate market.

I see the news release this morning, I liked the comment "AFC Energy's successful global deployment with Extreme E has shown that viable zero-emission alternatives to the diesel generator already exist for industry use ahead of the milestone COP26 climate conference in November". AFC are perhaps a few steps ahead having this real world data to present to potential customers, and I presume they can use this data to improve their products. I would like to see some hard figures from the operation myself, though perhaps I can appreciate that these may be sensitive at the minute, so I can wait a bit longer!

Still holding, have even added a few. I diversified my portfolio a bit with some AFC profits, I got swept up in the hydrogen santa rallly last year, I'm down 30-60% on many of my smaller holdings! Still hoping for another santa rally this year!

Stupid question, I hadn't even looked at their new (and much better) website before posting. Nevertheless, great to see things happening with Hiiroc, could be a real bonus for AFC.

Nice to see you back dersack. I'm not reading as much here so apologies if I'm repeating, but has it been mentioned that Hiiroc are part of the Shell game changer portfolio?