Member Info for Alittlebitmore

When industry calls for a "course correction," it means a shift away from utopian large-scale projects toward scalable, affordable applications. Since AFC Energy is currently transforming from a pure research company into a provider of industrial cracker and generator solutions, this political pressure could significantly accelerate the market entry of its new products (planned for mid-2026).

https://www.handelsblatt.com/unternehmen/energiewende-neue-industrie-allianz-draengt-auf-kurskorrektur-bei-wasserstoff/100216478.html

@Martin...we can reassure you...that bad feeling about AFC will soon leave you and you'll feel better. What would you say about H-Power?

Poor Sono seems completely exhausted... when your nerves are frayed... it's difficult on the stock market... too many emotions are bad for your mind (if you have one). Get well soon, Sono!

Almost desperate...the poor guy...

@aldebaran... you're trying to present facts here that aren't facts at all! seriously: who says we'll be in a deep sleep until 2027? sure, only solid sales figures provide a strong foundation, but the stock market trades on the future, not the past.

you call it "hype-hype," i call it market psychology. of course, not every linkedin post is the holy grail, but these news items are the pieces of the puzzle that are restoring the confidence of the big players. the difference compared to the past? the infrastructure for hydrogen and clean energy is no longer a science fiction project, but a political and industrial necessity. who says the ten-dollar bill is stuck to your hat? perhaps the tide is turning. those who only stare at 2027 might miss the moment when the avalanche starts rolling—and on the stock market, that usually happens when the pessimists have just buried their last hope. a little more optimism wouldn't hurt, otherwise you'll just be watching the party through a shop window later! and with the iran war, trump has given renewable energies a trump card. oil and gas mean dependence and pollution. if wilson delivers, things are going to get really wild here...and stop your whining, it's as annoying as **** on your shoe!

As already mentioned, the Iran war could prove to be a catalyst for AFC Energy! For AFC Energy, the shift away from oil and gas demanded by von der Leyen means a massive market expansion. The company provides the technology to fill precisely those gaps created by abandoning fossil fuels in industry and the off-grid sector. If AFC Energy is able to establish its technology in the market and drive appropriate scaling, an incredible market could emerge. Step by step. When Wilson coined the phrase that he had never worked for a company with such potential, we had peace and no oil crisis. Energy prices - Von der Leyen calls for a shift away from oil and gas https://share.google/TjeVZ6r5UqsJmTuZ5

As I said, Air Products has a contract with Neom and is getting ammonia for 30 years. I think they have different prices, which AFC-Energy could potentially benefit from as well...of course, there are other companies with clever contracts too...the open market isn't the benchmark for us, I think...and Wilson isn't negotiating contracts for the first time...let's go!

@Garonne...just like this project, it's practically screaming for a solution using AFC-Energy/h-Power technology...

https://www.linkedin.com/posts/jeromeevans_in-frankfurt-gibt-es-f%C3%BCr-die-kommenden-zehn-activity-7447893585263251456-qIFf?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno. Looking at the geopolitical developments and the opportunities they present for AFC-Energy, I see incredible potential. Once they start generating decent revenue, we'll see a different share price!

@invert...good idea, a few more emails on this matter can't hurt...we're having discussions...

Can you still read? https://thatstocksguy.substack.com/p/afc-energy-fe8?utm_medium=android&triedRedirect=true

We'll know more on April 16th!

Daz9643...you can't handle going to the toilet? Are you annoyed that the price rose today?

@larylost...First, regarding the "no orders" issue: It's important to remember that the joint venture with Speedy Hire (AFC Energy Rental) is already up and running. These units aren't just sitting in a shop window; they're actually in use on British construction sites. This isn't just a promise anymore; it's real-world validation in the dirt and muck of practical application. Focusing on the rental model first makes strategic sense – it lowers the barrier to entry for customers and provides valuable operational data.

As for the mysterious S&P partner and the ammonia cracker financing: Yes, the communication is cryptic. But in this industry, it's perfectly normal for major players to only reveal their plans once the system is "bulletproof." The fact that the ammonia cracker is already technically delivering is the real key. Ammonia is, after all, the logistical backbone of the hydrogen future, and AFC is at the forefront of that. That partners share development costs (perhaps indirectly through test environments) is standard practice behind the scenes – even if we as small investors would naturally prefer to see the big press release tomorrow rather than the day after.

In short: The delays are annoying, sure. But AFC is currently building a complete value chain here (fuel cell + cracker + fuel service), not some hobbyist's toy. The transition from "wishful thinking" to industrial scaling is tough, but the foundations are being laid. Anyone who throws in the towel now might be overlooking the fact that the operational machinery is already running smoothly behind the scenes.

Stay tuned or write it off? I stand by my opinion: The story is still good, even if the clock at AFC seems to tick a bit slower than our pulse in the order book. Have fun concentrating – hopefully, you'll have better luck on the toilet!

Https://thatstocksguy.substack.com/p/afc-energy-fe8?utm_medium=android&triedRedirect=true

@Lary...either you're ignoring John Wilson's positive statements in the presentations, or you're simply incapable of grasping them! If neither of those is the case, I wonder...what are you doing here? Watch the last presentations again, this time in slow motion; perhaps you'll understand more then.

With the intensified partnership with Volex, the fundamental investment story has changed dramatically. We are witnessing the dramatic transition from a research-oriented engineering firm to a true industrial enterprise.

The Volex Factor: Scaling Instead of Manufacturing

What exactly does Volex bring? In a word: industrialization. Previously, AFC suffered from high unit costs and slow manufacturing processes. Volex now acts as a global manufacturing arm. The centerpiece of this collaboration is the new liquid-cooled 30kW generator (S+30 / LC30). Thanks to Volex's design-for-manufacturing approach, production costs have been reduced by an impressive 85%. This is the crucial lever for finally achieving price parity with conventional diesel generators – without this margin, hydrogen in the construction sector will remain a niche market for idealists.

John Wilson: The Architect with the Insider's Perspective

The role of CEO John Wilson cannot be overstated. Wilson is not a theorist; He is the operational turnaround specialist who already embodies the "Volex DNA." His many years on the Volex board and his experience at Bulgin mean he knows exactly which buttons to push to optimize supply chains.

Under Wilson, AFC (soon to be H-Power plc) underwent a radical restructuring. He divested the company of unprofitable locations like Stade and shifted the focus away from complex, customized projects and toward standardized, mass-produced goods. His goal is clearly defined: to move away from dependence on capital increases and toward cash flow break-even by 2027. The partnership with Volex is his most important tool in this endeavor, as it allows AFC to grow "asset-light"—that is, without the billions of dollars in costs associated with building its own factories.

What does this mean for the share price?

The market is currently still pricing in a great deal of skepticism from the Bond era. But 2026 will be the year of reckoning. If Volex's mass production ramps up as planned and the first batches are delivered to partners like Speedy Hire or Komatsu, AFC will transform from a story stock into a revenue generator. The planned rebranding to H-Power underscores this radical new beginning. If Wilson delivers on the promises he's made through the Volex connection, AFC is poised for a massive revaluation, as the scaling risk (the biggest problem of the last 10 years) has finally been addressed.

@alde... Although the existing infrastructure in the North Sea technically allows for a short-term expansion of oil and gas production, a genuine resurgence of fossil fuels directly contradicts global capital flows and regulatory trends. Investors today no longer evaluate projects solely based on their current returns, but also on their risk of ending up as worthless ruins in a decarbonized world. Since the EU and the UK have enshrined their climate targets in law, the scope for new, decades-long production cycles is shrinking dramatically.

At the same time, criticism of hydrogen falls short if it is viewed merely as a marketing hype. For heavy industry, particularly the steel and chemical sectors, there is simply no physical alternative to using molecules; electricity alone cannot provide the necessary reducing power and heat. The current massive promotion of fuel cells is therefore less an expression of a passing fad than preparation for a necessary technological monostructure that will replace fossil fuels.

The argument about unstable ammonia prices can also be refuted by considering the cause of the volatility: Today's prices fluctuate so much because ammonia is currently produced almost exclusively from natural gas. With decoupling through green production via electrolysis, ammonia will become a storage medium for renewable energies, whose production costs – unlike the finite resources in the North Sea – tend to decrease. In the long term, the stability of the system will therefore be achieved precisely by moving away from fossil fuel dependency, as the cost curves for new technologies steadily decline due to economies of scale.

Ade1234...are you always such a negative person, or just stupid?

The NEOM Green Hydrogen Project represents one of the most ambitious industrial collaborations of the modern energy transition. At its core is the joint venture between the urban development project NEOM, the Saudi Arabian energy developer ACWA Power, and the US industrial gas giant Air Products. While NEOM establishes the geographical and political framework, ACWA Power provides the necessary infrastructure for generating electricity from wind and solar power. Air Products contributes the crucial technology for electrolysis and nitrogen recovery and, as the exclusive purchaser, ensures the worldwide distribution of the green ammonia.

This structure is complemented by TAMGO, which acts as a specialized partner for industrial equipment. The company bridges the gap between large-scale production and practical application on-site by, for example, providing mobile energy solutions or collaborating with Air Products on the infrastructure for hydrogen refueling stations. In this collaboration, governmental visions, technological expertise, and local operational strength merge into a closed ecosystem designed to massively accelerate the decarbonization of global heavy-duty transport and industry.

@alde...now you're already talking about going bankrupt...it seems to be your deepest desire...what's wrong with you? You're a disgrace! There are currently no official reports or headlines to suggest that Speedy Hire (one of the UK's largest tool and equipment hire companies) is facing imminent collapse or "massive difficulties". However, the company's situation reflects the general volatility in the UK construction sector.

In any case, it's becoming clear to every construction equipment renter just how vulnerable the fossil fuel market is. Should AFC, with the help of its S&P 500 partner, succeed in securing ammonia at favorable prices for an extended period, the ammonia/diesel ratio could change drastically. In other words, construction companies will choose ammonia as a more secure and affordable option. This, in turn, could alter the overall market attitude towards ammonia as an energy source. It's not as if AFC Energy/h-power has nothing to offer. Scaling is happening everywhere, as John Wilson informed us. I'm very optimistic about AFC Energy!