Member Info for Alittlebitmore

This concerns the technology of AFC-Energy https://www.linkedin.com/posts/igor-tabulynsky-26bbb39b_tomorrows-ships-are-energy-systems-not-activity-7428396375471476736-gtMW?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

Yes, we've often been disappointed. But this time it's not about vague declarations of intent, but about a profound technical integration with a global market leader. Once we receive Stage 3 approval, we'll no longer be talking about an "attractive bet," but about a commercially validated company with a scalable business model. A few things give me some reassurance: the confidence of AFC's leadership, their personal commitment through share purchases, the top-notch team led by Wilson, whom we're incredibly fortunate to have, and ultimately, the S&P partner's decision to choose our Cracker and no other.

The road from research to commercialization is arduous, but with this partner by our side, the goal is within reach for the first time. Let's hope that 2026 is the year our patience finally pays off—and, incidentally, makes a real contribution to decarbonization. I am now also convinced that we will weather the political storms in England if the technology continues to develop and improve without subsidies... I'm not expecting the announcement of the partner just yet, although I would of course be pleased, but anticipation is the greatest joy, as they say... Have a nice weekend!

Another forum... I took a screenshot of the order book yesterday at 2:43 PM and had it analyzed by AI... The trigger: The Komatsu deal

A contract with a giant like Komatsu signals to professional investors: "AFC Energy is now a serious player." This isn't a short-term hype, but a fundamental upgrade for the company.

2. The indicators in trading

The "price rocket": A 12% increase shows that the buying pressure was enormous.

High volume: Trading volume was 56% higher than usual. These aren't small investors; this is institutional capital.

The 12.855 mark: The fact that this exact price keeps appearing is due to trading algorithms. The professionals "eat their way through" all the sell orders at this price until they reach their target volume of millions of shares.

3. Why it was a buy (and not a sell)

Blue color: The blue markers indicate purchases at the ask price. This means: The buyers wanted the stock immediately and paid the asking price.

Strong finish: The price didn't collapse again at the end of the day. This shows that the big players are holding onto their positions and not immediately selling them off.

Conclusion:

This was classic "accumulation." The professionals used the good news to buy in massively without sending the price soaring with a single huge order.

I think a revaluation is imminent, not just based on hopes, but also on hard technical milestones (LC30 launch, ammonia cracker validation). The article on Substack describes an optimistic scenario, but one with a solid foundation: AFC Energy now has the products they've been promising for years.

The market is currently just waiting for proof that these products are profitable. As soon as the first significant revenue figures appear in the quarterly reports, the stock could leave its current "penny stock" valuation behind. The announcement of the S&P 500 partner is also still pending. I believe John Wilson will give us a proper roadmap on February 25th/27th!

Should AFC Energy, Komatsu, and the IPA succeed in developing a scalable, ammonia-powered engine platform, it would be a true game-changer and a win for everyone involved!

For AFC Energy...It demonstrates the market readiness of its ammonia cracking technology in one of the most demanding sectors (heavy-duty) and opens the door to global scaling.

For Komatsu...The company secures a pioneering role in alternative propulsion. As a hydrogen carrier, ammonia offers a significantly higher energy density and is easier to transport than pure hydrogen – ideal for remote construction sites or mines.

For industry and the environment...We would gain a scalable solution for operating heavy machinery emission-free, without the logistical hurdles of pure battery technology or liquid hydrogen.

A great example of how strategic partnerships push the technological boundaries. I eagerly await the first results of the feasibility study! The success for all involved would be enormous!

https://www.linkedin.com/posts/julio-wilder-8919796_afc-energy-and-komatsu-launch-2m-ammonia-activity-7426947402483511297-NtgS?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

@Bunsen...Buy a ticket to a magic show, that'll be faster. AFC-Energy does business, not put on a magic show for crying investors!

Https://www.linkedin.com/posts/activity-7426928124048654336-Z2cA?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

I find point 3 interesting and very important!

There are essentially three reasons for investor reluctance and smaller transaction sizes:

Waiting for the "proof phase": AFC Energy underwent a "strategic reset" at the end of 2025. The company is transitioning from technology development to pure commercialization. Many investors are now waiting for confirmation through actual revenue figures (scheduled for February 25, 2026) before investing large sums.

Absence of institutional "FOMO": During the RNS era, there were often speculative waves. Currently, primarily retail investors are active, which explains the many small orders of £1,000 to £2,000. Large institutions often buy quietly over a longer period or wait for fundamental milestones.

Low free float / "HODLing": A significant portion of the shares are held by long-term investors who do not want to sell at current prices. If no one is selling, there are fewer transactions despite demand, which steadily drives the price up for small purchases (a so-called "illiquid price increase").

Ade1234, you're simply not listening to Wilson! There's a clear schedule that we all know, and Wilson has always, truly always, delivered on time. Stop already and don't ruin this beautiful day with your whining! I don't want to shock you any further; the day is bad enough for you already, but there will be many more such beautiful days to come. We're only at the very beginning. Thank you, AFC-Energy!

Https://www.linkedin.com/posts/mrendall_komatsu-ammonia-ammoniacrackers-activity-7426923966432190464-0oIw?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

John Wilson delivers. Period.

Technology validation: Komatsu is a heavyweight (market capitalization approximately $43 billion). The fact that such a global market leader relies on AFC's ammonia cracker technology acts as a seal of approval. It proves that the technology is mature enough for large-scale industrial applications.

Opening up a new mass market (verticalization): Until now, the focus has often been on fuel cells. This JDA shows that AFC's crackers can also make conventional combustion engines "hydrogen-capable." Since the construction and mining industries have huge fleets of diesel engines, the market potential is enormous.

Financial stability: While the contract value of $2 million is small compared to others in the industry, it covers development costs and shows that AFC is able to get paid for its R&D (research and development) instead of pre-financing everything itself.

Elimination of subsidies: As CEO John Wilson emphasizes, the strategy aims for economic viability without government assistance. This makes the business model more resilient to political changes in the long term.

2. What does this mean for the future and other companies?

This deal could have a ripple effect on other industries:

Maritime sector (shipping): Ships use huge diesel engines. Ammonia is considered one of the most promising fuels for decarbonizing shipping because it is easier to store than pure hydrogen. The success with Komatsu could encourage shipping companies and marine engine manufacturers (such as MAN or Wärtsilä) to also collaborate with AFC.

Stationary power supply: Companies that operate data centers or have remote mining sites (microgrids) could use AFC's technology to convert their existing diesel generators to ammonia.

Agriculture: Manufacturers of tractors and harvesting equipment (e.g., John Deere) face similar challenges to Komatsu. Since ammonia is already used as a fertilizer in agriculture, the necessary infrastructure is already partially in place.

Licensing model as a scaling opportunity: If the engine platform is successful with Komatsu, AFC could move to licensing its Cracker technology to many different engine manufacturers worldwide, instead of just selling its own hardware. This would enable extremely rapid growth.

Https://ammoniaenergy.org/articles/ammonia-cracking-in-the-uk-afc-energy-and-industrial-chemicals-group-announce-new-joint-venture/#:~:text=Hy%2D5%3A%20modular%2C%20low,a%20market%20disruptive%20price%20point.

Who might be interested in the cracker? Steel and cement industries: For decarbonizing combustion processes.

Glass and ceramics manufacturers: These often use industrial burners that can be converted to run on hydrogen.

Chemical industry: For the production of fine chemicals or as a raw material in refining.

Refineries: Hydrogen is needed there in large quantities for desulfurization and other processes. Hydrogen filling stations: Since the cracker delivers hydrogen with a purity of over 99.9%, it is ideally suited for supplying fuel cell vehicles (trucks, buses, fleets).

Shipping: Ammonia is already being considered as a future maritime fuel. Ships or ports could use the cracker to produce hydrogen for auxiliary power units or fuel cells on board/ashore. Construction companies: The cracker is compatible with AFC Energy's fuel cell generators. This is a clean alternative to diesel generators on construction sites for generating electricity for machinery and accommodation.

Operators of critical infrastructure: For emergency power supply in areas without a stable grid connection. E-fuel producers: Hydrogen is a fundamental building block for synthetic fuels.

Energy hubs: Logistics centers that import ammonia (which is easier to transport than pure hydrogen) and convert it into hydrogen on-site to serve local customers. So, my friends, those were a few facts; no wonder John Wilson is so enthusiastic. If AFC Energy succeeds in this transformation, everyone can imagine what will happen. The market is just waiting for clear signals, then things will proceed step by step, as Wilson has announced.

The list seems realistic because it's not just based on "hope," but on firm contracts and physical products. AFC Energy is currently moving from the research and development phase to the commercialization phase.

The crucial factor will be how quickly production at Volex can be ramped up and whether the initial field deployments at Speedy Hire run smoothly in order to gain the trust of Tier 1 customers. I have complete confidence in AFC Energy's excellent management. And there's one thing I want to emphasize again, something I'm absolutely convinced of... John Wilson isn't doing this because he needs the money; it's his passion. He wants AFC Energy to go down in history as the man who succeeded in banning diesel from construction sites and significantly advancing England's decarbonization. His commitment could be our good fortune! A few figures at the end of the month are interesting, but not decisive for me. The strategy is what matters. All the best to all investors!

AFC Energy's invitation to a demonstration day on March 5th is a real wake-up call for all skeptics! The era of purely laboratory-based results is over – now comes commercial reality. AFC Energy is stepping out of the shadows and confidently showing the world: Hello, we're here, what's your problem? We have the solution! The fact that AFC is inviting private investors to a live demo demonstrates massive confidence in its technology. The ammonia cracker, in particular, combined with fuel cells for the construction industry, is a game-changer. Through the joint venture with Speedy Hire, AFC has gained the direct market access that many competitors are still seeking. This solves a real problem: emission-free energy where there's no power grid. For me, this is a clear indication that scaling is underway and the technology is ready for the market.

@gitfinger...you're right about the past, but absolutely not about the future! You're overlooking the fact that AFC Energy has developed enormously under John Wilson's leadership, and in such a short time. You completely ignore this fact in your post. Anyone who wants to stay stuck in the past also overlooks the international expansion of the hydrogen/ammonia market. The stock market lives on the future, not the past. If people like you had their say, we'd still be wearing loincloths and wielding stone tools. Anyone who's seriously involved with AFC Energy can't have missed this development. In fact, we're now waiting for February 25th/27th to learn more. I don't expect any negative news; the mood among AFC Energy's management is too good for bad news.

Such awards are often seen in the industry as a positive sign for the professionalism of the management and the future prospects of the company. It's clear that Garry Bullard is involved in several companies, but AFC Energy is one of them.

@hydro...the example in Uzbekistan should illustrate what possibilities exist...It's true that ABB has no business relationship or only a 1.6% stake. This was due to a change in ABB's strategy and the S Series not being ready for market at the right time. This has fundamentally changed at AFC Energy; we now have an excellent model with an 85% cost reduction. And to be honest, ABB hasn't been of much use to us in the past. For us, the S&P 500 partner will be essential. And I believe we'll find out who our partner will be by April at the latest. AFC Energy's management has been very positive in interviews.

@alde...without convinced pessimists, there would be no optimists. Everyone has their own perspective. Of course, you can bury your head in the sand and then complain that it's dark. Relaxation is expected until February 25th/27th. I'm curious how the market will react...everything will be alright! Of course, good people don't come cheap, but that's what they're good for. There are still young, dedicated people out there. This advertised job has a bit of an adventurous feel to it, in a positive sense.