Member Info for Alittlebitmore

@Hydro...That's a matter of opinion! The stock market has a lot to do with confidence; otherwise, it wouldn't exist. I'm very confident about AFC Energy/h-Power, whether it takes a little longer or not, the current situation in the energy market is very helpful to us!

1. The decisive turning point will occur once the cost of hydrogen at the point of use stabilizes at approximately £10/kg. Currently, the model is in the transition phase from pilot projects to commercial scaling. Experts expect that the mass production of the S-Series fuel cell systems and optimized logistics will significantly increase profitability within the next 12 to 24 months. 2. Once the identity of the S&P 500 partner is officially confirmed and the first joint large-scale projects are rolled out, AFC Energy's perception will shift from a pure technology supplier to a scalable infrastructure player. Integration into the supply chains of a global corporation would immediately multiply market access. Since information is already being discussed as being "imminent," the focus here is on the current fiscal year. 3. The long-term profit will result from the banning or massive taxation of diesel generators, particularly in the construction industry and data centers. Many governments have set targets for reducing emissions on construction sites by 2025/2030. Since AFC Energy has a ready-to-use solution for this niche with its "H-Power" technology, the company benefits as regulatory restrictions on fossil fuels are tightened.

AFC Energy will benefit from the need to replace fossil fuels and achieve sustainable financial success if the "Hydrogen-as-a-Service" model (hydrogen at a fixed price of approximately £10/kg) is widely adopted by the market. The as-yet-unknown S&P partner is the lever that could transform AFC Energy from a small niche provider of construction site power into a serious player in the global hydrogen economy. We'll know more soon. As long as the fossil fuel madness continues, it serves as a reminder to governments worldwide to massively accelerate alternative energy supply – good for AFC Energy, good for the world!

Https://paragonresources.uk/water-availability-emerges-as-critical-factor-in-europes-green-hydrogen-ambitions/

Europe's green hydrogen strategy faces an often underestimated hurdle: massive water scarcity. Electrolysis requires gigaliters of highly purified water, often in the very sun-drenched regions that are already suffering from drought. Simply continuing with current site planning would exacerbate ecological tensions.

The solution lies in decoupling production and consumption through intelligent conversion technologies. Instead of producing hydrogen locally with high resource consumption, highly efficient cracking systems recover the gas from transportable carrier media such as ammonia. This enables imports from water-rich regions and conserves local reservoirs. At the same time, modern alkaline fuel cell systems convert the hydrogen back into clean water during reconversion to electricity, instead of consuming it. This circular approach makes emission-free energy supply completely independent of local infrastructure. In this way, hydrogen transforms from a resource hog into a closed-loop system for a resilient industry. The good thing is that this technology doesn't need to be invented; it already exists. Perhaps this should be explained to the decision-makers in politics!

A very interesting article; please provide your own translation. It describes Trump's risky game, with the fossil fuel lobby behind it. https://share.google/fqweNMu0UAF1eggIH

@daz9643...you just need to think bigger, either you trust the strategy or you don't, please please stop whining every day!

Https://www.linkedin.com/posts/uk-ammonia-alliance_the-uk-ammonia-alliance-will-be-presenting-activity-7445430889465004033-6KjY?utm_source=share&utm_medium=member_android&rcm=ACoAAE3XAp8Bzj8snXhruJiLki3K_MDveBbjBkU

The developments described by Wilson signal a significant strategic shift and massive scaling for AFC Energy. The following key points for the company's future can be derived from these statements:

1. Massive Technology Scaling

The transition from a 4-ton cracker to a 10- to 15-ton cracker is not just a linear improvement, but a technological realignment.

Power Leap: A capacity of 20 to 30 megawatts moves AFC Energy into the industrial energy sector. This allows the company to move beyond the niche of smaller off-grid solutions (such as construction sites) and address the mass market.

Efficiency: Larger units often offer better economies of scale, which should reduce the cost per unit of hydrogen produced.

2. Diversification of Target Markets

Wilson emphasizes that the company is now targeting "multiple industries and sectors." This means:

Decentralized industry: Ammonia can be efficiently transported and cracked on-site to decarbonize CO2-intensive processes in the chemical or metal industries.

Maritime sector & logistics: The 20–30 MW scale is ideal for shipping or large logistics hubs that use ammonia as a hydrogen carrier.

3. Strategic validation through the “phantom partner”

The mention of the S&P 500 partner is a crucial signal for the capital market:

Credibility: The collaboration with a heavyweight from the S&P 500 validates AFC Energy's technology on a global scale.

Risk reduction: Once Phase 2 is completed and the name is revealed, this should significantly strengthen investor confidence, as it reduces uncertainty about commercial viability.

Contract Structure: The fact that contracts already exist with several cracker customers who have agreed to be named indicates a full pipeline and genuine market interest.

4. Economic Impact

For AFC Energy, this represents a potential turning point in its business model:

Moving from pilot projects to series production: The close collaboration of the sales teams demonstrates that the company is already in the market development phase.

Ammonia as the Key: AFC is positioning itself as the market leader in ammonia cracking, which is currently considered one of the most promising solutions for global hydrogen transport.

Another forum: I'd like to reiterate Wilson's statement in the presentation regarding S&P Partner / End of Phase 2: "...And the probability is high that it will be a 10- or even 15-ton cracker rather than a 4-ton cracker, which corresponds to a capacity of 20 to 30 megawatts. Although we haven't yet started the second phase of development of the 4-ton cracker, and this is unlikely, the most probable outcome is that we will develop a significantly larger cracker with a capacity of 10 to 15 tons per day, as I mentioned earlier. And the potential is considerably greater, since we're not just looking at one use case, but now several industries and sectors that could utilize this cracker, and we would crack the ammonia on-site.

We are therefore very pleased with this development." We hold conference calls with them every two weeks to discuss progress. As I said, the sales teams are working closely together. And one more point – and I think there have already been many questions about the Phantom S&P 500 partner: Who is it and when will it be announced? We said at the time that we would announce the name as soon as we completed the second phase, meaning the development work. We have a contract with several crackers, and they have agreed to have their names published.

While wind and solar power are volatile, systems like those from AFC Energy can function as decentralized, baseload-capable, or rapidly deployable units.

They make it possible to chemically store energy from renewable sources (as hydrogen or ammonia) and convert it back into electricity precisely where the power grid is weak or nonexistent.

By utilizing ammonia cracking technologies, dependence on specific hydrogen infrastructure (such as pipelines) can be reduced, as ammonia is already an established global commodity. AFC is thus becoming a key pillar of the energy mix!

ammonia is no longer viewed as a ****geneous raw material like crude oil, but is categorized according to its co2 footprint. this is crucial for afc energy's strategy:

grey ammonia: produced from natural gas (methane). this process releases significant amounts of co2.

blue ammonia: also produced from natural gas, but the resulting co2 is captured and stored (ccs).

green ammonia: produced through electrolysis using renewable energy and nitrogen from the air. this is the fuel afc energy is focusing on. the more expensive fossil ammonia becomes, the more competitive green ammonia (produced from renewable energy) will become.

since afc energy positions itself as a provider of green solutions, high prices for fossil fuels will accelerate the market's shift towards the sustainable supply chains that afc serves.

The Iran situation exposes the fragility of the global hydrocarbon economy. AFC Energy, with its combination of fuel cells and ammonia cracking, offers a technological "insurance policy" that is gaining immense value in the new geopolitical reality of 2026. Ammonia is already shipped and stored worldwide in vast quantities for fertilizer production. Companies are urgently seeking decentralized solutions to avoid dependence on global supply chains and price spikes for diesel or natural gas. What was once considered a "green prestige project" is now becoming an economic necessity (business continuity). AFC's hydrogen generators offer precisely this off-grid security.

While oil and gas are often tied to specific regions (such as Iran/the Gulf), green ammonia can be produced in many stable regions of the world (Australia, North America, Europe). AFC's technology for producing hydrogen directly on-site from ammonia solves the transportation dilemma in times of crisis. I would say the stars are aligned for AFC Energy/h-power. And... does anyone invested here doubt the management's ability to implement the goals? It's incredible what we've achieved in the last year. Should we succeed in reaching the targeted goals for 2026/27, we could be at the beginning of an exciting journey. The geopolitical circumstances are doing the rest! Now, let's focus on April 16th... those who expect nothing won't be disappointed. For me, a chain of events is unfolding before our eyes: outstanding technology, perfect suppliers, willing salespeople, and hopefully soon a powerful S&P partner who will open doors for us worldwide. Surely it's worth waiting a bit for that... well, actually, no, the waiting is exhausting!

The current news lull (apart from the name change and minor operational updates) is frustrating, but the pivot towards "commercial execution" is evident (LC30 generator, manufacturing with Volex, the Komatsu deal, cost cuts, etc.). The announcement of the major partner would be a real catalyst – it will come when development has progressed to the point where anonymity does more harm than good (or is simply no longer sustainable).

Until then, patience is required. There's no reason to panic, but time is ticking – and the market usually rewards such milestones significantly when they finally arrive. The rebrand to H-Power is at least a clear signal that they themselves believe in the shift.

Wilson has stated that the partner will be announced soon; the reasons why this hasn't happened have been discussed at length. It's pointless to whine like a toddler in the forum every day. Either stand by your decision like men, or get your act together and sell your shares.

My mistake, sorry...the names aren't correct, but the content remains the same...AFC-ENERGY will continue on its path, with John Wilson and Bostock at the helm, and your bad mood won't change that. Have a nice day, you forum self-appointed police officers too!

As a reminder, the video presents the financial results of the British company AFC Energy PLC for the financial year ending October 31, 2025, as well as a strategic outlook for 2026.

Here is a summary of the key points:

1. Strategic Reorientation & Technology

The management team (CEO John Joyce and CFO Karl Williams) has fundamentally restructured the company since joining in January 2025:

Focus on Costs & Infrastructure: The goal is to make the hydrogen economy profitable by reducing costs and solving infrastructure problems, without relying on government subsidies.

Product Focus:

LC30 (30 kW Generator): A new, compact, and reliable fuel cell generator that replaces older, more expensive models. It is designed for use in extreme temperatures (-20°C to +50°C).

Cracker Technology (Ammonia Cracking): AFC Energy uses ammonia as a hydrogen carrier. The technology enables on-site hydrogen production from ammonia, massively reducing transportation costs (approximately 25% of the cost of electrolysis).

Hi-5: A portable ammonia cracker for decentralized hydrogen production.

2. Partnerships & Market Development

The company reports significant progress in collaborations:

S&P 500 Partner: Collaboration on large-scale crackers (10–15 tons per day) for heavy industries such as cement and glass manufacturing.

Komatsu: A project to investigate whether giant mining trucks can be powered by a mixture of ammonia and hydrogen.

ICL: Joint venture for hydrogen production at the Port Clarence site.

Volex: Partnership for the serial production of generators.

3. Financial Key Figures & Operational Efficiency

Cash Management: Cash burn has been drastically reduced from approximately £7 million per quarter to around £3 million.

Loss: A pre-tax loss of £22.2 million was reported, but this is largely attributable to one-off, non-cash write-downs (e.g., inventory of legacy technology).

Capital: Following a successful £27.5 million capital increase, the company has cash reserves of £25.3 million, securing financing for the next 18 months.

4. Outlook for 2026

Market entry: CE certification for the LC30 is expected in August 2026, with initial customer deliveries scheduled to begin in September.

Revenue generation: Initial revenue is expected from hydrogen sales at the Dunsfold pilot site starting in April 2026.

Scaling: The goal for 2026 is to convert the project pipeline into binding contracts.

Conclusion: AFC Energy has transformed from a research-oriented company to a product- and sales-oriented one. The focus is now on commercializing cracker and fuel cell technology to achieve a strong market position by 2027. https://youtube.com/watch?v=fykuC92QC0w&is=id2GvncfgceoQFkm

We'll continue to see this volatility until positive news comes to light. And that news is currently being presented. Should the price fall further, I'll buy more shares; as you can see, I'm not the only one with this idea!

@sono...Stop crying, look at the order book...you'll probably see panic buying! Someone is buying a lot of shares out of sheer desperation!

A few investors are raising a lot of money; they're not speculators, in my opinion! H-Power, this is going to be something!

Some people here in the forum are currently wondering about the relative silence surrounding AFC Energy. Why aren't there any big news announcements? In my opinion, it makes perfect tactical sense, considering the upcoming rebranding to H2 Power.

From a marketing perspective, it would simply be counterproductive to release high-profile news under the old "AFC Energy" label right now. The name is historically inextricably linked to alkaline fuel cells – a rebrand to H2 Power, however, signals a much broader presence across the entire sector. Announcing orders under the old name now would negate the "modernization effect."

They're keeping their powder dry until the official launch of H2 Power. A rebranding on the stock market is always a psychological reboot. Combining the new name directly with operational success stories creates a leverage effect for the share price that could never be achieved with the old "legacy brand."

The company is keeping its powder dry until the official launch of H2 Power. Furthermore, SEO plays a role: New investors searching for "H2 Power" should find the latest successes directly and not have to sift through old AFC archives. Management is preparing a clean start to shed past burdens and reposition itself as a dynamic player.

I expect that we will only see the truly price-sensitive updates on the projects once the name change is complete. Anyone who gets impatient now is overlooking the strategic value of this timing. The goal is maximum visibility for the relaunch.