Member Info for Alittlebitmore

CN's assessment is entirely accurate! AFC Energy is currently focused on providing "Commercial Proof of Concept", while financing is secured through a mix of strategic partnerships, government subsidies and initial operating revenues.

If the development costs are covered, that takes a massive strain off the cash flow side. And as we know, the S&P 500 partner covers the development costs. That, for example, mitigates the need for a capital increase. The truth, once again, is... we only know for sure that we don't know anything, which is something I would do in John Wilson's place, because regardless, development will take its course, no matter what is explained or not explained beforehand. He's more a man of action than of words, as Wilson once said... I believe him, but everyone has to decide for themselves!

You can practically feel the waiting. Think positive!

@Lary...usually before capital increases...what nonsense!...The main purpose of such events is investor relations (IR) management. Management can speak directly with (potential) private investors, explain the company's strategy, and create transparency.

To increase visibility: Such events help to sharpen the company's profile among private investors.

In the Q&A session, investors can ask critical questions about the technology, the market launch, or financial progress, which is often more strictly regulated at official, more formal earnings conferences.

Is it necessary? It's not legally required, but it's considered good practice and an active way to maintain the share price for companies of this size. It's a marketing tool to keep interest in the company alive. Simply attending a "Private Investor Evening" is not an indicator of an upcoming capital increase. It's part of normal business practice. As we know, none of us really know anything. You either trust Wilson or you sell your shares. All this constant whining gets you nowhere; it only destroys you and gets on everyone else's nerves because you can't control your weak character. Here at AFC Energy, ANYTHING is possible, but the positive signs for an increase are in the majority, and that's what's crucial for me. The stock market isn't a guarantee of profit, but it fundamentally offers the opportunity to achieve incredible things! Good luck!

Https://www.linkedin.com/posts/towards-a-single-fuel-near-zero-emission-share-7419653067987369984-PR4f?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

@sona...why don't you ask AFC-Energy if you can participate in the negotiations? Then you'll know for sure. It would be great if you could share the content of the negotiations with us...we're counting on you!

Should the fossil fuel crisis persist, I imagine some companies will rethink their energy strategy and focus more on renewable energies. Since ammonia has been used as a basic ingredient for fertilizers for decades, ports, terminals, and tankers already exist.

In a crisis, time is the most crucial factor. There's no need to reinvent the wheel; existing chemical logistics can be repurposed for the energy market. While other companies only supply the fuel (ammonia), AFC Energy provides the "engine" and the "translator" (cracker) to convert this fuel into usable energy. I think AFC Energy, with its innovative equipment, has gained a foothold. I'm reminded of ICL, Komatsu, and, not to forget, our wildcard, and the still relatively unknown S&P partner! If Wilson delivers, and so far he always has, we'll be pleased...and again...it's not Wilson who decides on the announcement of the S&P partner, but the partner himself. Since Wilson has appeared optimistic and I don't suspect him of deliberate deception, I see the delay as a positive thing...If it were just a matter of smaller things, everything would be resolved more quickly...we'll just have to wait and see! Of course it's annoying, but whatever...the future is what matters!

Https://www.linkedin.com/posts/david-caponi-a6ab179_fastrefuelling-hydrogenrepower-greentransportation-activity-7437459669847035904-Ml97?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

Management is delivering. While many other hydrogen stocks continue to "only" make project announcements, AFC Energy demonstrates through updates like these that the machinery is running, certifications are in place, and the first commercial streams are flowing.

The stock is currently consolidating at a level that holds enormous upside potential with further scaling and the announcement of the joint venture partners (which the market is eagerly awaiting). We are seeing the transition from "hope" to "business model" here...

https://www.linkedin.com/posts/fastrefuelling-hydrogenrepower-greentransportation-ugcPost-7437443617688010755-vRCu?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

@garonne @ade1234...I can tell you why...goal-oriented shareholders stick to the roadmap that Wilson has outlined in detail. They don't cry like little children every day...of course the waiting is annoying, sell everything and cry somewhere else, you crybabies! AFC-Energy will find its way; situations like the current one will help AFC-Energy move forward. Now even the last idiot sees how important energy independence is.

The Investor: Richard Penny is known for investing in "undervalued gems" in the UK AIM market. It's highly likely that his fund either already holds shares in AFC Energy or is actively monitoring the company.

The Validation: When a respected fund manager like Penny appears at an event where John Wilson (AFC Energy) is also speaking, it serves as a kind of seal of approval. Penny's presence signals to the audience: "This company is relevant for professional investors. Richard Penny is late to the party; we're already here and excited about its future development. I think we'll see the results soon; now Wilson has to give it his all and deliver a convincing performance. We know he can do it! Safe travels!"

I think the energy policy is excellent! In the future, England will be much more independent of fossil fuels and therefore less at the mercy of reckless suppliers. AFC Energy is no longer just a promise; it is benefiting from the concrete implementation of the UK's "Net Zero" legislation. The combination of technical cost reductions, new sales permits, and strategic partnerships with heavyweights like the Speedy Hire Group in the construction sector is transforming the political vision of the energy transition into a scalable business model for the company in 2026. In Germany, the energy transition is being delayed by the current government; even the energy companies disagree with this, as they too recognize the clear trend towards global decarbonization and believe that current policies are creating uncertainty. As they say, luck is skill! And at AFC Energy, we have a superb captain, excellent officers, and a motivated team on board who will bring us much joy in the future.

@ade123...there's a slight difference here...Grey ammonia: In addition to the raw material price, it has to bear increasingly higher costs for CO2 certificates (EU ETS).

Green ammonia: Benefits doubly from high oil prices. It becomes relatively cheaper because it doesn't pay CO2 taxes. Therefore, green ammonia becomes competitive (parity) more quickly when oil prices rise.

Comparison of the price drivers...Green ammonia offers long-term insurance against oil price shocks in production. Now you'd have to call John Wilson to find out what his strategy is...

@bondy123...Thank you so much for taking us along for the ride. To be honest, I'm a bit more reassured now too...I can't even explain why...it was as if one last little piece was missing, confirmation that we're seeing a technological reality here that will bring us all a lot of joy and, above all, help with global decarbonization. Thank you so much! Great!

God and ChatGpt don't go well together; if we focused on posting things related to AFC Energy, that would be nice for everyone!

@hydro...when you looked in the mirror this morning, something must have seemed strange to you too...tell us a little more about it...

Recent news from the tech sector marks a turning point for the entire industry: Major players like Google, Microsoft, and Amazon have signaled their intention to massively accelerate the financing of their own power generation. This is driven by the astronomical energy demands of AI data centers, which are pushing public power grids to their limits. For investors, this shifts the focus away from pure software and chip stocks and toward the enablers of a self-sufficient, baseload-capable energy infrastructure. This is where the British company AFC Energy comes in, whose technology could address one of the industry's biggest hurdles.

The main problem for new data centers is currently not the construction of the buildings, but the waiting time for a high-performance grid connection, which can often take years. AFC Energy offers a true "off-grid" solution with its hydrogen-based fuel cell systems. However, the decisive technological advantage lies not only in power generation but also in the transport of the energy carrier. While pure hydrogen remains a logistical challenge, AFC is consistently relying on ammonia. Through its innovative ammonia cracker (“Hyamtec”), the company can convert ammonia – a globally traded and easily transportable commodity – into hydrogen on-site, and thus into clean electricity.

Particularly exciting for the stock market is the current partnership with a still-anonymous S&P 500 heavyweight. The fact that AFC Energy has successfully completed the first phase of a Joint Development Agreement with a US giant from the industrial or energy sector is a significant endorsement. Experts speculate that this partner will provide the necessary scale to roll out the technology nationwide in the US – the epicenter of the AI ​​boom. Once the name of this partner is officially announced, it could shift the perception of AFC Energy from a small-cap experiment to a serious infrastructure player.

Artificial Intelligence: Tech companies pledge self-financing of AI-generated electricity

https://share.google/ZCdDwazKTZwWN3peG

(please translate the article yourself)

The question is frequently raised: With so much media and political interest in hydrogen solutions, why aren't we hearing about new firm orders for AFC Energy? My theory is quite simple, but crucial for the future share price: The pipeline is quietly filling up.

It's standard practice in this industry for publicly traded companies to only announce a deal once it's legally finalized with a strategic partner (S&P). We're not talking about selling individual units, but rather complex framework agreements and system integrations. AFC has clearly focused on a partner model (think of their collaborations in construction or ammonia cracking). Such partners invest heavily in infrastructure and often dictate the communication strategy.

Behind the scenes, intensive validation phases are likely underway. No major customer will sign a multi-million-dollar contract before the reliability of the S-Series is 100% proven in continuous operation. Since AFC is listed on the AIM in London, it is also subject to strict compliance regulations. Premature "hype announcements" about non-binding letters of intent are generally punished rather than celebrated by the market these days. Management seems to be taking a more serious approach: deliver first, then announce.

However, this very scenario creates massive potential for a catch-up effect. If the market doesn't price in any hard news for months, a vacuum is created. As soon as the first major S&P partner confirms the final market launch or a large order, the dam could break. Experience shows that things then move very quickly "northwards," as the scalability of the business model is then proven. The current quiet doesn't necessarily indicate a lack of interest. On the contrary – there are many indications that the foundation for the commercial rollout phase is being laid. Those who are invested here need patience, but logic suggests that the big news will only come once everything is legally watertight.

Bloodbath this morning, the day after tomorrow... nothing can shock serious AFC investors anymore, given the highs and lows we've experienced. A look into the future is promising; the first figures are within reach. The imminent announcement of our S&P partner is also encouraging... and if the price falls, they know, "That doesn't interest me; the outlook is what matters!" No need to panic... nothing's sinking here. The ship, due to international developments and rough waters, may even be to our advantage. Once again, governments are being reminded of the importance of an independent energy supply.

Https://www.linkedin.com/posts/ammonia-energy-association-aea_%F0%9D%98%88%F0%9D%98%8D%F0%9D%98%8A-%F0%9D%98%8C%F0%9D%98%AF%F0%9D%98%A6%F0%9D%98%B3%F0%9D%98%A8%F0%9D%98%BA-%F0%9D%98%92%F0%9D%98%B0%F0%9D%98%AE%F0%9D%98%A2%F0%9D%98%B5%F0%9D%98%B4%F0%9D%98%B6-%F0%9D%98%B5%F0%9D%98%A6%F0%9D%98%A2%F0%9D%98%AE-activity-7433118814718033920-8Sv6?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno