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Mike Rendall, our man on the ground. Always got his foot in the door!

Key facts for us shareholders:

Cash flow start: AFC is now authorized to export and sell the hydrogen produced in Dunsfold. CEO John Wilson has clarified that this means revenues will arrive months earlier than originally projected in the business plan.

Clean operation: The cracker delivers 300 kg of H2 per day with a purity of 99.97%. This is precisely the substance (ISO 14687 Grade D) that the industry needs for fuel cells.

Scaling underway: Dunsfold is the blueprint. While the first pounds are now coming in, the team is preparing the rollout of the Hy-5 modules (500 kg/day) for the end of the year.

My conclusion:

The "bridging year 2026" is gaining momentum. The transition from "we're still researching" to "we're selling now" is the most important milestone of recent years. When the first supply contracts for Dunsfold hydrogen arrive, it should generate significant momentum.

The name is short and concise, getting straight to the point without any fluff, and therefore certainly easier to find on search engines. H-Power – the name says it all. I'm looking forward to the Annual General Meeting on April 16th; perhaps we'll learn more than just the new name! The direction of AFC-Energy's development is excellent, and the rebranding is consistent, as if someone cuts their hair to signal to the outside world that an inner transformation has taken place. As far as I'm concerned, the share price could stagnate a little longer; then I'll take the opportunity to buy more. I suspect that the announcement of the S&P 500 partner's name will already bring about changes... and I don't mean changes in the share price, which will come after the altered perception in investors' minds and the spark of their imagination!

The name is short and concise, getting straight to the point without any fluff, and therefore certainly easier to find on search engines. H-Power – the name says it all. I'm looking forward to the Annual General Meeting on April 16th; perhaps we'll learn more than just the new name! The direction of AFC-Energy's development is excellent, and the rebranding is consistent, as if someone cuts their hair to signal to the outside world that an inner transformation has taken place. As far as I'm concerned, the share price could stagnate a little longer; then I'll take the opportunity to buy more. I suspect that the announcement of the S&P 500 partner's name will already bring about changes... and I don't mean changes in the share price, which will come after the altered perception in investors' minds and the spark of their imagination!

Https://www.arabnews.com/node/2637014/business-economy

Daz9643...you're so blind that you wouldn't even notice...that your reflection has long since left the room in despair...

AFC-Energy will continue on its path even without you, the way is clear!

Ade1234....Wilson explained that there are no problems with ammonia procurement and that it will be supplied via Neom. As we know, Air Products is active there; what a coincidence... Ammonia isn't the problem, it's the solution. In the end, the terrible energy crisis will even have a positive effect on us; it will demonstrate to all governments of the world how important energy independence is!

A collaboration would be a "perfect match" for a decentralized infrastructure. Atmonia solves the problem of sustainable ammonia procurement, while AFC Energy solves the problem of efficient reconversion to electricity.

And there's something else I forgot to mention, which will be crucial for the development of AFC Energy: the growing global hunger for more energy! This hunger for energy is growing for three main reasons:

The rapid development of artificial intelligence requires gigantic computing capacities. Modern data centers consume enormous amounts of electricity for the processors and the necessary cooling.

To reduce CO₂ emissions, we are switching from fossil fuels to electricity (e-mobility, heat pumps). While this reduces primary energy consumption through higher efficiency, it massively increases the load on the electricity grid.

In emerging economies, living standards are rising, which goes hand in hand with higher per capita energy consumption for infrastructure, air conditioning, and mobility. AFC Energy is well-positioned to make a significant contribution with its product range. If we succeed in following the direction outlined by John Wilson, we could experience some positive surprises!

Anyone who has followed AFC Energy's strategy in recent months will recognize a clear pattern. The company is definitively shedding its image as a purely research-oriented project and shifting to industrial scaling. The focus is no longer solely on technical feasibility, but rather unequivocally on economic superiority over fossil fuel alternatives.

The centerpiece of this transformation is the massive reduction in production costs. With the new, liquid-cooled 30 kW fuel cell (S+30), AFC has made a technological leap that reduces manufacturing costs by approximately 85% compared to its predecessor. This brings the stated goal of beating conventional diesel generators in terms of total cost of ownership (TCO) within reach. This is no longer about "green idealism," but about a business model that simply makes financial sense for the end customer.

A second, often underestimated game-changer is the solution to the logistics problem through ammonia. While competitors are still struggling with expensive hydrogen transport, AFC is focusing on the "Ammonia Cracker." With the new "Hy-5" module, up to 500 kg of hydrogen can be produced directly on-site from ammonia every day – and at a fraction of the electricity consumption of conventional electrolyzers. This allows AFC to directly address industrial needs and refueling infrastructure without having to wait for a comprehensive H2 pipeline system. The geopolitical turmoil around the world is making it clear to governments worldwide how important independence from fossil fuels is. The UK government has already begun implementing the energy transition, and this transformation could now accelerate globally. With Wilson, Bostock, Rendall & Walker, we have an outstanding management team with potential and is very well-suited to lead the company into the future.

For us investors, things will get particularly exciting from mid-2026 onwards, when the "Hydrogen-as-a-Service" model is launched. With a targeted price of approximately £10/kg in the UK market, AFC is positioning itself as one of the most cost-efficient suppliers. This pivot towards a SaaS-like energy model removes high investment barriers for customers while simultaneously promising the company predictable, recurring revenues.

The foundation for this rollout is in place: The capital increase of £27.5 million in July 2025 secures the necessary liquidity for the upcoming expansion steps. AFC Energy is currently evolving from a technology supplier into a serious energy player. If the scaling takes effect as planned, 2026 could indeed be the year in which the potential finally translates into performance.

@Lary...I didn't mention RNS, but yes, it can happen at any time...basically, what's going to happen is becoming clear on the horizon. Anyone who's been paying attention to the AFC website can see that clearly. I also think we'll significantly distance ourselves from our current position this year, without having to manipulate the numbers. If investor Penny comes on board, that could be a real starting point. Great for those who already have a seat on the train. I believe the entire AFC Energy team is working incredibly hard to achieve these goals; I reckon Wilson is a great motivator!

For AFC Energy, the strategy described on its website proves that green hydrogen technology is not only ecologically sound, but also now technically compact and financially competitive. The company positions itself as an "enabler" that removes the barriers (costs and logistics) to switching from diesel to hydrogen.

https://www.afcenergy.com/our-offering/why-afc-energy?hl=de-CH

AFC explicitly mentions ammonia/Neom, another indication of Air Products and a related revenue stream...and that would only be the beginning. No wonder AFC-Energy's management is euphoric, and Penny also looked confidently to the future at the investor conference. Perhaps Penny will invest...that would be...

I stumbled across an interesting report on the recent Yellowstone Advisory Private Investor Evening. AFC Energy was presented there as one of the top picks, alongside DP Poland and the Huddled Group. Richard Penny's assessment (Oberon UK Smaller Companies Fund) is particularly noteworthy.

Here are the key points for us as investors:

Technological Benchmark: AFC produces green hydrogen in the UK with a purity of 99.97%. This is a crucial factor for industrial applications and fuel cells.

The Magic Price Threshold: According to the report, production costs are already below £10/kg. In a market that often still struggles with high subsidies, this is a strong argument for scalability.

"Cornerstone" Status: The report explicitly identifies AFC as the future centerpiece of green hydrogen production in the UK. Considering that Penny specifically seeks out "100-bagger" potential, AFC seems to fit perfectly into this profile of small-caps with massive upside.

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@daz9643...Who cares about what happened the day before yesterday? The stock market trades on the future. Bond feels like it's been 100 years since the war; these are new times with new horizons under John Wilson and his outstanding team. With a bit of luck, we'll learn more tomorrow at the latest. In any case, John Wilson will succeed in explaining the roadmap to solidify investor confidence or convince new investors of the technology and the associated success.

Daz9643...white eagle on a white background, that's your flag! You poor sap!

Daz9643...Why are you flaunting your stupidity here? You can't understand that there are more people than cn who think outside the box and observe the positive development of AFC-Energy. You're waving a flag that says "I'm stupid," keep it up!

Let's just wait and see, it will soon become clear. I don't think Wilson is someone who only tells nice stories; he has always delivered and given us his roadmap...

Anyone seeking to grasp the potential of AFC Energy shouldn't just look at the current status quo. The real leverage lies in regulatory necessity. In metropolises like London, the air is getting thin for diesel generators. Emissions regulations will soon leave construction companies there with no other option. Here, the fuel cell is transforming from an expensive experiment into a necessary entry ticket for major projects.

Furthermore, AFC isn't just a "hydrogen player." Their ace in the hole is ammonia cracker technology. Ammonia is far easier and cheaper to transport as an energy carrier than compressed hydrogen. This solves one of the industry's biggest problems: logistics. If AFC proves that they can efficiently convert ammonia into energy on-site, their business model will suddenly become highly attractive for markets outside the UK and for sectors such as the maritime industry or data centers.

AFC shouldn't be judged by its 2024/25 revenues, which remained low due to the strategic restructuring ("reset"). 2026 is the year of conversion. With a cash reserve of over £25 million and technical validation from global market leaders like Komatsu and the S&P 500 partner, the risk of failure has been significantly reduced.

Anyone who is becoming impatient because multi-million-pound payments aren't flowing immediately is overlooking the fact that the infrastructure for a decade is being built here. The groundwork for material revenue from 2027 onwards has been laid. I remain long and see the current phase as the "acquisition" phase before the major rollout.