Member Info for Agusta

Hi Garonne, you've got to make that call yourself. I did post on here (against my usual style) that I sold my initial investment at the recent peak, only to buy back some more. I felt I was in a place to say that here after so many years. You need to set your own targets, if greed stops you selling then you only have yourself to blame. You need to decide how much you want invetsed in here, what is your average and what are your targets? We can also learn from our own mistakes, if you are uncomfortable watching the SP retarce after huge gains, you should take some skin out of the game during a rise.

I've made some huge mistakes with AFC in the past, and it has been a terrible investment given the time I've been around here, but I'm happy and I am glad I stayed here now. It's a psychological game, you shouldn't ask someone on here when they would potentially sell some, in the hope you could copy them and then blame them rather than yourself if you timed it wrong. We all have our own lives, our own targets and buy in prices etc etc etc.

Whatever happens, you are the only one who can decide your outcome, and the only one to blame. The reality is it's a 50/50 choice, buy or sell? If I was to give you some advice, it would be to potentially sell a portion of your holding to allow yourself to overcome that mental barrier and see how you feel after you watch the SP for a period.

DW was right in that the hydrogen market is having a bit of a break right now. There have been some big gains, and they are holding well, people will take profit. Have a look at the market, big gains in crypto, mining and oil is even doing ok with the current high oil price.

Money will come back here. Ask yourself which of the hydrogen themed companies have the biggest potential 2021? Many had their time in 2020, what are AFC expecting in the coming months? Many of the markets are hovering around ATH levels, there is still uncertainty around, and some euphoria in other stocks right now. Hang in there, another month or two and things should pick up again, maybe before. If you're brave, sell some and potentially buy back at a lower price, or miss a big RNS that no one saw coming....

It's really taking off now. People who don't get excited by these baffle me, the new Tesla does 0-100kmh in about 2 seconds (not achievable, I've tried their launch control, all 4 wheels spin with anything buy racing tires), nearly 900km range! Ok, this is ridiculously expensive so not for most people.

I'm enjoying planning my summer holiday in country, driving in silence (forget the kids!), the stops to charge are very nice, stretch the legs, have a coffee. This year is the tipping point, by 2023 there is no way the current charging setup can cope.

I know there's a lot of back and forth about what Extreme E will do for the share price, but if nothing else, it shows the world that this technology is available, so there's no excuse for not having charging where you need it. People see hydrogen cars on the news with ITM filling points or whatever, it's not exciting as it's not real. I think Adam will have quite a few more enquiries after the first race.

Don't worry jhonboy, one thing I look forward to are your drunken posts, especially after a boring week. Still looking forward to the pint in rural England or 500ml in a French barn :)

In fairness, if he did, then he's just brushing off annoying pi's with a fact we already know. We know they are now building the system and it will be tested/delivered in a few weeks.

The big news is the results from this trial. How are the operating costs compared to current technology?

To quote Adam Bond again "We’re not necessarily afraid to put our balance sheet at risk on some of these things. We know there’s a big opportunity. We’re talking 1-2 months of demonstration. We’re not looking at this being a 12-month exercise"

Likewise, never saw myself buying at these prices again! From an earlier comment, I think it would be Run AFC Vs master B(ond). Science can be cool, keep you (lab) coat on. https://www.youtube.com/watch?v=j50ZssEojtM

The idea of selling before seeing 1.How EE goes 2.How Acciona like the generator 3.Seeing what ABB and AFC come up with, is blasphemous to me! As BB said, you never know what left field news may pop up, but these projects are just around the corner.

The EV market is just reaching the tipping point, so cars are now achieving the range and price consumers are now becoming comfortable with. There is no doubt that the single biggest issue with the EV roll out is the charging infrastructure. I believe the first EV charger sales will come from the ABB partnership and I don't think we'll have to wait too long.

Turning to greener options in the building trade is a long, expensive and complex plan. Although companies are now coming under pressure, it may be years before we see widespread change, but it has to to start somewhere. I can't see anyone better to test the generator replacement than Acciona. I see no reasons why they would not adopt this very quickly (if all goes well), and working with them could lead to many many other opportunities.

We can't control the market, or what crazy stuff may happen. If you'd offered me £1 a share 12 months ago, I'd have given you the lot, now I'd give you none (obviously metaphorical as I could buy more back tomorrow morning cheaper, but you get my point!).

Very true Beach. I don't believe we need every interview mentioning AFC now, the time will come when they have the limelight. In fact, I believe we need someone like Jenson, a "petrol head" missing the sound of the engine, many average people make the same argument. When he drives it, he'll no doubt say "actually, this thing was amazing", and he may even be amazed by the charging process when he sees' it himself.

The fact that they are charging the vehicles using this technology is an integral part of the series.

The numbers in China are always mind boggling, 600 million daily active users! I have to respect their intentions too, "In the meantime, we will create more scenarios and forms to help users participate in and feel the charm of sports." I guess the director hasn't added Leeds Vs Millwall to his large selection yet...

Hello Der Sack! I was wondering, is this a famous German investor? I've heard people speak of a German investor who tips stocks, there are many Germans in NEL, and I've heard Norwegians say they are always scared if this particular guy says sell, it will have a big impact on SP?

Great to read the posts on companies changing their plans, people buying in to AFC and the general positive vibes going around, the sp recovery helps!

Not to blow my own or anyone else's trumpet, but I remember writing a year or 2 back that companies would be forced to change their ways, especially the bigger companies. 2020 has held the world back a bit, but it is as if a spring has been coiled and has now been released, things are really changing. I think we can agree, it would have been pointless for AB and Co to be posting constantly about EE or Acciona etc during the last few months, now is the best time to get real and it appears they are. 2021 was already looking to be transformational for AFC, but I believe it looks better and better each day for the whole industry.

On EE, I think I've underestimated the value of the publicity this brings. Despite some differing opinions on the sport, the AFC charger sitting in a stunning location filmed in 4K with a drone will look fantastic! I have no doubt there will be sections dedicated to talking about the technology. Some things need to be seen to be believed, and I believe there will be fence sitters who see this self contained EV charger, in the middle of nowhere, charging these vehicles, not only will they say ok it is possible, but it is also incredible.

Enough jibbering from me, very excited for the coming months. All the best!

Excellent for ABB to get a presence in Oman. For those tha don't know, Oman have big plans for a renewable future and hydrogen, this would be a great place for some AFC ABB chargers.

https://www.h2-view.com/story/deme-kicks-off-green-hydrogen-project-in-oman/

http://hydrogenoman.com/

My banks' trading platform does not allow me to put a limit in over 20% of the current price. Well, it doesn't stop me, it just says they have the final decision on whether or not the order will be placed, shows you the kind of games they can play!

When I started trading, I thought I would follow the advice of the "experts", if the majority of the brokers put out a buy recommendation I would follow their advice. I lost a lot of money to start with! Now I don't trust anyone but myself, as ultimately it is my decision anyway.

I imagine some wishy washy regulations will be announced after this current mess, and everything will be forgotten and carry on as usual again. One thing we have seen demonstrated, is we do have strength in numbers, and I think this is particularly relevant with the current shift in global power consumption and the move towards a greener future. There are always those with more money or power, or we may think the government make all the calls, but ultimately it is us that can make the changes happen that we want.

I'll put a £5 sell order expiring 31/12/2021 in for fun anyway :)

Hi Haggis, unsure if already mentioned, though ABB have also won a contract in Korea for zero emission ferries: https://new.abb.com/news/detail/73612/abb-to-power-south-koreas-first-domestic-zero-emissions-ferry
I'll also be following closely on their work with supply vessels for fish farms and other industries. I know some of these are also including charging infrastructure as part of the package when changing to electric boats.

Just watched that with a sneaky VPN, was pretty heavy going for a Sunday evening. Well timed aggressive posts from Adam Bond! You can't really watch that and have any counter argument for the points made, was pretty shocking stuff.

Shared via LinkedIn with some nice text from Adam.

https://www-telegraph-co-uk.cdn.ampproject.org/c/s/www.telegraph.co.uk/business/2021/01/25/hs2-generators-must-switch-green-diesel-mps-urge/amp/

Hi Jhonboy, made a toast to you now with a whisky and some music :)

I'm very confident, though I'm not getting carried away or caught up with so or mcap etc. I want to let them do what they need to do, deliver to Acciona and Julich, make sure that all works well. I have no doubt they are receiving plenty of enquiries, as AB said, many enquiries for peoples homes. They need to focus on what they have now, pick the correct companies for the path forward, get the assembly line up and running along with manufacturing from the UAE. Once all this is in place after summer ish, I think then we have a better idea of the way forward.

Of course more partnerships are good, but I believe the first order is critical. If ABB design the product with AFC and have potential customers, AFC must be able to deliver, the same can be said for Acciona. Of course if Roman A decides he wants to live off grid in Israel for £100 million they should probably help him out :)

Please don't take the bait Haggis :)

Wow, now I feel stupid! I've never opened that tab on the AFC page! Well anyway, I just think all these bits and pieces tie in so well with the ABB project range. The fact that they are focusing on the ev market first shows that is where most demand lies.

I know they've not been directly mentioned yet (I don't think?), but I can't help keep from thinking about this opportunity. This market is growing fast, I think something like 20 billion usd next year and 30 billion 2023. When you mention names like Siemens in the Haggis list, and ABB too, they all have links to the data centre market. Large amounts of power required, and I'd imagine more being built "out of the way" so to speak. I'm just thinking out loud :)