Member Info for Aldebaran

Ok you put down yesterday drop to the warrants fine and low volume caused such a big drop down indicates to me their are no buyers for the stock.

Now zooming out a bit from 1 day picture. After the leaked news to sky and subsequent gapping up of the stock price, this has done nothing but fall for weeks. If their really is going to be the big premium to today's price then the market wouldn't be selling of. It just wouldn't.

Something isnt right but good look anyway. Just offering my opinion

Yes thats correct. People now realising that £1.5m of sales from September at the earliest is going to struggle to justify the current £140m market cap circa price to sales of 90x lol

And people actually think the valuation is going to increase. Its laughable. So much hope hype and potential is already baked in here but you cant tell them as they prefer convenient lies to inconvenient truths.

I will add as well that those £1.5m in sales are far from guaranteed and even if they do come, may be delayed themselves. 2027 will be a good year to look in here. Meantime there is 10 months left of 2026 and other stocks are at their inflexion points. Just saying

Ade every buy is a cell and vice versa. Your hunting shadows. Give it up.

Price down because more selling demand than buying demand its that simple. Its really that simple.

Belief it or not everyone doesnt think AFC is the next best thing

Never seen SP behave like this in the run up to company being taken out for a 50% premium or more to current price.

Only time ive ever seen SP behave this way is before deals fall through or are nowhere near what is expected.

Just saying

I won't be left high and dry CN because I can read price action.

In terms of war putting fossil fuels through the roof how long do people REALLY think this will last? Your talking days, maybe weeks max. By the time AFC are selling product the price of oil won't be anywhere near current levels.

What you should be looking at is the structural problem with metal supply, especially precious metals as they will put the lifetime cost of AFC offering UP, as will extra demand for Ammonia as it is commoditiesed more and more.

Sparkey im just reading and watching company updates then following the accounts. When the accounts line up with the hype I'll change my tune. You lot keep believing the hype and keep losing money thats your perogative.

I said smart money was dumping st 15p and was laughed at. Price now sub 11p and falling.... who been more right, me or you, CN etc... ?

Maybe those companies where generating significant and improving revenues and there was a pathway to profitability and they were backed by one of the worlds most richest men.

Can AFC say the same? Your smoking crack you lot i swear. Heads in the clouds. Dreamland stuff.

Theirs no table left to get around you imbecile. Time for talking has long passed.

As for oil becoming more expensive it will most likely trigger reinvestment in the north Sea which is what should happen and probably will happen.

MM's are milking nothing grow up. They make money on the spread thats it.

Share prices ll about supply and demand. Remember when I said to you all around 15p that smart money was selling to dumb money...

This heading back to 10p IMO. Just no real support for the stock other than paper hands retail and John himself said need to see actual revenues coming in for serious investors to consider it.

2027 will be first initial signs if John's turnaround plans are working. 2028 would be where things start getting interesting

I keep saying it ...

The share price shouldn't be behaving like this. Its telling you something

Trump to blame for share price here also no doubt CN 😅

Your so biased your opinion and posts here are absolutely worthless

Far better to let Iran get a nuclear weapon and keep killing the Iranian people who CN.

Drop here will be partially due to the war yes but let's not forget that AFC latest presentation where CEO confirmed no tangible progress with S&P partner plus only aiming for 15 unit sales this year...

Other than oil and gold and defence stocks MM's will drop equities like hot rocks first thing. I genuinely think a lot will be take a grateful top up of avacta as this, like many stox shouldn't be effect but they will be. Great op if you have a little money on the side with a multiple conferences coming up in clusing TD next week.

Fda decisions likely soon regarding brake through and orphan designations maybe more.

6103 dose starting

6000 data from any of the 3 indications

And much more

So my honest gut feel is a drop will be bought into and we'll finish the week higher than we start it.

15 units FROM September so perhaps 2 in Sep, 4 in Oct, 4 in Nov and 5 in December? Assuming CE marking IS achieved in August and their is demand and supply chain etc..

Its ok saying yes cost parity with diesel makes a cleaner alternative a no brainer and i tend to agree except cost of repairs and spare parts and availability of spare parts needs to be factored in plus there will be new HAZOPs and risk assessments etc required and even training for people plus ammonia supply chains to set up etc etc..

You overlook all the practical issues CN because you believe everything Jw says without an ounce of original or critical thinking.

In the real world, nothing really goes to plan. Afc need a lot more than a couple million in revenue to not only justify their current market cap but to see it go UP. and that's just revenue, profits nowhere near ifso facto... AFC need another discounted raise this year.

Don't bet the ranch. 2027 maybe but definitely not this year

This is exactly why you should never blindly trust CEO's. Not even John who is seemingly a good guy but aren't they all.

Critically analyse everything and ultimately its the accounts which do the talking. This is why I am repeatedly saying 2027 will be the year where, if everything goes to plan, we will see I INITIAL indications AFC is going places.

Before then im sorry to say but its just too early. A total gamble and they absolutely will raise money this year I guarantee it.

Laura those figures are insane. Anything above 250p would be great. The share price here is telling you a story that you choose to ignore.

I think thats a great question Daz tbh. Clearly going to negatively affect AFC in some or in multiple ways. Its not positive news for sure and just one reason why the shares sold of.

Also, I do like and respect John but him spinning the answer about LTC was a but cringe. Ok 2024 the tender shut fine but dont then go on to say that AFC not getting involved in such a high profile project is a "good thing".

This is the problem with CEO's their job is to put a positive slant in everything. CN doesnt seem to understand that or live in the real world.

My takeaway from the webinar was no MATERIAL news until September at the earliest and even then we're talking about pitiful sales (15 units) I the scheme of things.

Almost a certainty the valuation falls further, maybe down to sub 10p again tbh. And 18 month cash runway based on FIXED burn rate = discounted raise in approx 6 months because let's face it there isnt going to be a substantial orderbook by the time the company need to raise funds again and many were hoping (me included) to raise off the back of that or to get some sort of royalty agreement etc..

Its obvious now that isnt going to happen unless AFC run the bank balance right down and say raise with only 3months cash left in the hope they have a substantial orderbook by then but frankly that's too risky IMV.

CN nothing is a problem for you when you have, afc tinted rose glasses on.

What about time cost? Now s & p partner changing design and also scaling comes with technical risks + logistics and supply chain and manufacturing risks etc

Were are you getting these ludicrous figures from.

Clearly negotiations delayed pending spire results and thats because PE are expecting poor results or should I say yet again poor results to force management to back down on their ask, to lower expectations. A lot of deals have fallen through recently so management want to be careful and not overplay there hand.

Let's be real 15 units is good. And John clearly said they could ramp up if the orders are there. But... the SP ran away with itself expecting a LOT more. Its expectation vs reality. 18 month cash is fine but note they only talk of fixed cash burn, as we know their will be numerous 1 off costs and not to mention costs of developing a now even bigger cracker which our S&P partner clearly want. Unlikely AFC will run down the bank balance either and will raise around 1 year in advance so I predict a summer discounted placing is both necessary and prudent.

Progress is non linear as John said, CE marking in August then initial sales in September IF everything goes to plan. AFC currently has everything going to plan and MORE baked into its market cap so need to be careful here.

The market is telling you a story here, its sold of for a reason. It will continue to sell off until John said himself, need to see increasing revenues. The guy literally said it himself thats what serious investors want to see before onboarding.

I see us back to 10p soon and as I consistently say, until those actual MATERIAL sales come in, AFC is for trading only. Pops drops and trading ops all throughout 2026 looking at the milestone map. Their is simply nothing substantial enough there to justify a re-rate whatsoever. Charles Archer has got ahead of himself, like most. He'll have positioned accordingly though and not gone all in like some here clearly have.

Money to be made elsewhere this year and plenty of it. All around you every day stocks are hitting news rich periods and their profitability inflexion points. Seriously id look at kefi and avacta this year and come back here next year have a good look at the business turnaround