Member Info for Aldebaran

This share isnt tainted at all. I dont know sweet FA about the history nor do I care. I've been researching gold stocks since its obvious to all were in a raging bull market and this one seems a fantastic risk reward from this level.

It may turn out to be a turd and fine but it's easy to stick a stop loss below the recent placing price and attempt to ride the upside to at least SP Angel target price.

So perhaps long termers are bored or scarred but newbies like me aren't and given gold price I would expect more and more newbies to be attracted to this proposition.

I'll be buying today

3 filtered posts on a row from wyn and or thorn plus their alias coldwater. Theyre rattled because we're onto them and now collectively starting to act by filtering them and ignoring them. They dont like it. Good. Because I dont like logging in here and finding day in day out talk about half life or how great wyn is at trading.

I want to log in here, share a little info when I can and learn from others. I want to hear good and bad points, just not repetitively. I want to read other people's tech and fundamental analysis and generally use this board to make better decisions. Not to log in and either argue with FUDsters or read you lot arguing with them. Its so petty and such a waste of everyone's time.

Get those filters on guys. Let's consign these clowns to bulletin board history ✌🏾

All this news and potential is great but its been the same here for what, 2 decades or more? We all know about the hydrogen economy and net zero and energy security and the potential thats why we're here but CN some of us have been here years and seen it all.before over and over.

The only thing that will make us and the market believe that this time really is different will be actual sales. Growing sales proving demand.

Right now we're subsidising the cost of fuel cells to speedy, ABB have gone cold on us, whats happened to Nifty Lift as they've disappeared from my radar. Then there is the ammonia crackers. 4 we'll build this year and the first one is going to ICL.

Where is the customer demand and solid cast iron order book? It won't come until all testing and certification is complete and afc have scaled up (at cost) the manufacturing capability (as its not all being done by Volex). There remains a lot of risk, especially as we've redesigned our equipment as well so there is technological risk, regulatory risk, financial risk and competition risk etc etc...

I get your excited CN but really, you need to calm down a little and realise some of us are way more experienced investors and have a lot more knowledge of AFC and what it is going to take to shift the valuation sustainably. Afc is already valued at £150m based on what, £17k of revenue or something like that last year (i lost track now). The valuation isnt going any higher sustainably based on a million linkedin articles. Its sales and signs of commercialisation that will do that. So just chill out will ya. Please.

If youre replying to them or writing about them you are a huge part of the problem. LSE aren't going to clean up this BB so we need to do it ourselves by using the filter feature.

Just look back through the last few days posts. Weekend time and its mainly people arguing with the FUD merchants. Were is the useful discord? Has anyone learnt anything this weekend from here ? What on earth are you all doing. Its like your addicts. Coming here just to engage with the fud merchants who feed off this absolute shhhhh ite that is posted here. Their not here to "provide balance" or aire legitimate concerns and learn or even to provide research, they are here to disrupt and get attention.

Stop feeding into it and just filter them or at the very least stop replying. Their like broken records. Now on filter of course but id bet my hat thorn has mentioned half life at least 5x this weekend and Wyn has told us all what a great trader he is the same amount of times, or more.

Bore. Off.

I think placing churn will be done this week also and I am expecting full sign off paperwork in 1st half of Feb.

I'm a buyer tomorrow. Great opportunity at this level. Risk reward is exceptional actually

Saudi Arabia says it has $2.5 trillion in mineral reserves. That could make it a key player in the race for rare earths including gold.

https://edition.cnn.com/2026/01/23/middleeast/saudi-arabia-minerals-investment-spc

Ive been researching this lately and think the placees are going to need thanking because a few late comers like me are going to get a fantastic entry. NPV here is compelling

Wyn added to filter too..ive skipped or skim.read his ramblings for a while now anyway so thats me done with the both of them. I dont know if its doing that or the rant ive just had but I feel so much better and despite there being a ton of green boxes now in the latest threads, the board is already so much more readable.

Honestly this bulletin board is becoming the wyn and thorn blog. Id seriously encourage most of the posters here to filter them both also. Don't sla g them off dont argue with them dont try and disprove anything they've said dont educate them dont anything. Just disengage completely and leave them to it. Pair of absolute to s s e r s them two

Take a few days off log in to catch up and every single time either Wyn or Thorn are here with the same old dribble. Thorn the first person ive ever filtered. I just cant tolerate anymore of his nonsense..its relentless and its making this board unreadable. Whats worse is YOU lot are enabling and encouraging him by responding and taking the bait all the time.

Ever heard that expression about wrestling with pigs and you all get covered in shhh it but afterwards you realise the pig loves it. Well this is that.

I strongly STRONGLY encourage you all the JUST. STOP. TALKING. TO. THEM. No engagement whatsoever. Read there posts if you must tho it would be better to filter but just stop engaging. Let them sla g avacta off and fret on about half life's and write essays morning noon and night but don't clog up this board with nonsense by having any dialogue with them. Ultimately their not here for that or to learn or educate others. They are here ti sow fud and try to manipulate others for there own gains and you mugs are letting them.

Make a pact now. Just stop replying or acknowledging anything they post. For the love of God. Stop it.

You seem pretty certain in your views Thorn. Im just providing a bit of balance ;-)

Erm, no. 1m in revenue per cracker with no mention of profitability. Infact I believe we need to see something like 50 manufactured in order to realise the £10/t of H2 costings.

Need all the testing and certification then need to actually sell them and then prove there IS the demand and supply chain to shift in the quantities required plus factor in unexpected delays etc.. and its still early days.

Yes it feels like its been forever for those who have been here... forever. But this new design and John's business model remains in its infancy. It'll be 2027 before things properly kick off here IMO. 2026 is about building towards that, rebranding the company, negotiating new contract with speedy, ironing out production issues and regulatory hurdles etc etc

2027 is when this starts becoming truly commercial. If all of 2026 goes to plan

With Hughesy getting 6103 and BC data plus knowing what exactly those talks with Novartis and others are all about i Would absolutely not rule out a premium final placing also. Just bridging if necessary. Ultimately I think anyone sensible has done the sums on 500m shares in issue at the takeover point and you get a hefty return whichever way you calculate the buyout price. This hole talk of funding is nonsense at this stage. Its FUD.

What avacta have achieved is truly groundbreaking and will rewrite the rules on oncology.

Last raise was 8% discount only. Hughes and his mates. Its pennies for them who have all done well. If any bridging financing is required im sure they'll take care of it and it won't be open to retail.

Chart pattern completed and I expect traders to be taking there profits now.

Roll on update on 25th Feb and subsequent webinar 2 days later. Hoping for something material

Hi red hornet. I rewatched this presentation, which was excellent BTW, and from 31min in John is discussing the use of placing proceeds

https://youtu.be/-qv2RYf29pA?si=axqn5NV1W5pU3BgV

He says quite clearly the money raised is enough to manufacture 4 crackers and to get the first 5 fuel cells through production and accreditation. Remaining money is for PLC costs which is exactly what i said yesterday when you accused me of misleading people.

So for me, afc energy will run out of cash this year and won't be ready with a strong order book and actual sales before that point which is why I believe that if all goes well, there will only be the need for one more discounted/bucket shop type raise but after that there should be plenty of optionality using debt financing or whatever based on a strong order book and demonstation of sales growth etc etc which actually John himself outlines.

So I standby the fact afc energy need some material news to uplift the price, a chunky raise off the back of that and then its all systems go as sales presumably start then ramp up.

Truthisgood. Afc energy have a market cap of £144m. How much more value do you belief as been added by the non-material news released today?

Hi red hornet. Maybe i misunderstood. Not misleading people.

John said the last raise would fund x4 crackers then have a bit extra for PLC costs... so that's why I believe they'll burn through the cash within 12months.

If im wrong im wrong. I dont think so though

We won't get a loan based on proving the tech works no. We could get a placing away on good terms off a contracted orderbook, actual contracts not like 2024 as in committed to purchase legally binding.

Or like you say S&P partner could provide funding but it won't be for free. They will want a good chunk of the profits so you would need to factor that into calculations on what you believe the company is worth.

It will be a decision for John and Karl when the time comes to needing the cash to look at the options available and then choose the best terms. That could be, based on WHEN we need the money, be a discounted placing however I think it would be the last one in poor terms or sub optimal terms shall we say. Thats if the raise is needed in H1.

After that, we have a proven technology and presumably initial sales and then a forward order book and suddenly it becomes much easier to access capital. Thats what John was saying in last webinar but I dont personally think we're there YET. As I say, 1 more sub optimal raise but hopefully after material news so its not done at this level.

Lol - if you say so CN. I know what I heard and took away from the comments John made. If there isn't another fundraise this year I would eat my hat. For me it's a given, the only questions are when and what price. If you can't see that then you are completely blinded and in love with AFC which given your posting history I think is a distinct possibility. You need to take a step back and analyse things critically and with a dose of skepticism to survive at this game for any length of time. No way AFC doesn't need another fundraise and I suspect it will be done before end H1 off the back of some good news. Time will tell won't it. Remember this post

Red hornet so AFC Energy need to get the valuation of the company up to over £200m to have a shot at raising around 15p IMV. That will only be achieved with MATERIAL news. Whilst progress like today is welcomed, it's not the material news investors crave. The market does not trust AFC after years of overpromising and under delivering. We have a potentially great product, now... Can we sell it? That's all we need to see and it's game on here.

Red hornet. AFC energy are currently valued at £140m today. This is a substantial amount especially given history of delays/promised jam. They raised last year and had enough for 4 crackers. When John was asked about profitability he avoided the question i.e. it's years off. He even said himself that with a contracted orderbook then raising money on better terms is easier or words to that effect. ifsofacto, AFC are a loss making company that STILL need to raise money. That's not a criticism it is just a fact.

For me, they'll need a raise this year its just a given. The hope is that there is material and I do mean material news before the raise to beef up the share price so it doesnt hurt as much. We all know what it's like. As soon as leaks of a raise get out the SP starts dropping and then after a week or so the raise is announced and it's at a discount to the already cheaper share price. This is why John is smart and will raise of the back of good news. A raise is definitely needed though without question. The question is only when. I would hope it is at least above the 10p last raise price so we can show some progress.

At £140m at 12p ish then getting a raise away at 10p would be a stretch. Need to see SP up towards 20p and then maybe raise at 15.