Member Info for Alittlebitmore

One might think, "What do we care about Uzbekistan?", but... There's an indirect, yet strong connection:

ABB & AFC Energy: AFC Energy has a strategic partnership with ABB. ABB, in turn, is deeply involved in the automation and electrification of new ammonia plants in Uzbekistan. Through this channel, AFC Energy's technology could be integrated into the projects as a "downstream solution" (i.e., for utilizing the ammonia). I think something like this is being discussed at AFC Energy under Wilson. https://www.linkedin.com/posts/ammonia-energy-association-aea_uzbekistan-fertilizer-greenfertilizer-activity-7426233357052661761-4WcR?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

2026 is the "year of truth." If the LC30 units prove their promised economic viability in the field, the turnaround from penny stock to serious player could succeed. Given the statements made by John Wilson and Nick Walker, we have every reason to be optimistic.

@ pandy2...hast du deinen eigenen Post schonmal gelesen?

There's only one reason why AFC-Energy is advertising such a position... It's about to start! I suspect the investor conference won't be just some meaningless event. John Wilson has something to tell us!

@daz9643...The job posting is currently open... This new position is specifically designed to lead the rollout of hydrogen systems directly at customer sites.

The focus is on end-to-end responsibility for on-site delivery, which indicates strong commercial scaling for the company. This makes perfect sense if Wilson's announcements are accurate. One person doing everything simply isn't feasible. I found the current job posting on LinkedIn, as you can see below.

Lewis Cox is often associated with companies in the sustainable energy and logistics sectors. When a partner like him or his company announces a partnership with AFC Energy (a UK-based provider of hydrogen fuel cell technology), it typically means the following for AFC Energy:

1. Commercialization and Scaling

AFC Energy is transitioning from research and development to widespread market launch. A partnership indicates that its technology (such as the H-Power generators) is now being used in real-world projects – for example, on construction sites, at events, or for electric vehicle charging infrastructure.

2. Technology Validation

New partnerships serve as a "proof of concept." When industry experts or well-known companies collaborate with AFC Energy, it signals to the market that hydrogen fuel cells are reliable and a genuine alternative to diesel generators.

3. Market Access

Partners like Lewis Cox often bring a network within specific industries (e.g., construction, logistics, or motorsports). For AFC Energy, this means access to new customer segments that would be more difficult to reach on their own.

4. Focus on Decarbonization

Such announcements underscore AFC Energy's goal of reducing its reliance on fossil fuels in sectors that are difficult to electrify (“hard-to-abate sectors”).

Https://www.linkedin.com/posts/lewis-cox-030b19bb_super-excited-to-be-partnering-with-afc-energy-activity-7425229843493003265-o_iS?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

There are still jerseys for children, don't worry, we'll grow into size XXL!

@alde...for companies like Helikon, this position often serves as a strategic hedge against other investments in the hydrogen sector. Helikon doesn't close the position abruptly to avoid driving up the price itself, but rather reduces it tactically when the price weakens. For the bears, clicks and visions don't count, only hard delivery figures and positive cash flow. As long as these remain unproven, Helikon stays on board. For Helikon, the investment in AFC Energy is a minor matter, peanuts, as they say. It's important to mention that they are often wrong, but they offset these losses through complex financial structures. If AFC Energy can implement its strategy, the short sellers will be wiped out, and it certainly looks like they will be—just look at the positive developments in AFC Energy's favor. The short sellers might even be surprised by the positive developments; it can happen very suddenly.

A very interesting article, as if it were written specifically for AFC Energy's strategy and technology. Perhaps AFC Energy, as a leading technology provider, is destined to begin building this power grid in England. This idea alone demonstrates the incredible potential. The article is only available in German, but a translator makes it easy. Can cover electricity demand three times over in 2050: Researchers present ingenious solution - CHIP https://share.google/fpy8itFNOZPqZYU2v

1. Commercial Scaling and Sustained Revenue Growth

AFC Energy CEO John Wilson has explicitly designated 2026 as the year in which the growing pipeline of opportunities will be converted into firm contractual orders. The goal is to transition from technology-driven development to market-oriented, sustainable revenue growth.

2. Breakthrough in Production Costs (LC30 Generator)

Introduction of the new LC30 generator generation (liquid-cooled).

Production costs have been reduced by an impressive 85% compared to previous models.

This allows AFC Energy to achieve cost parity with diesel generators for the first time, without government subsidies. This is a crucial competitive advantage in the off-grid power supply sector (e.g., construction sites, events).

3. Technological Leadership through Ammonia Cracking (Hy-5)

AFC Energy is positioning itself not only through fuel cells, but also significantly through its subsidiary Hyamtec and its ammonia cracking technology.

The Hy-5 system is expected to be available nationwide by 2026.

It solves the biggest problem in the hydrogen sector: logistics. By using ammonia as a hydrogen carrier, AFC can produce hydrogen where it is needed, at a competitive price.

4. Expansion into New Markets

For 2026, important validations and projects are planned in sectors that have been difficult to decarbonize to date, such as:

Data centers (AI): Due to the enormous energy demand for AI applications, AFC anticipates unprecedented demand for fuel cells as a primary or backup power source.

Maritime economy & rail transport: Ammonia technology is being promoted here as the key to emission-free propulsion.

Two different things, firstly commercial profitability! But that's splitting hairs.

Our key dates: February 25, 2026: Publication of the 2025 Full Year Results. AFC must demonstrate whether costs have been reduced.

February 27, 2026: Live presentation for investors. This will reveal how realistic the "commercial profitability" target for 2026 is.

Helikon will do everything possible...top news and sales will put an end to this...

@ alde..The global ramp-up of green hydrogen and ammonia will reach a new level of quality in 2026. Long artificially propped up by subsidies, initial large-scale projects in the Middle East and Australia are now demonstrating that economies of scale are massively driving down marginal costs. Ammonia is acting as a crucial enabler: thanks to existing infrastructure and simpler logistics, it is the preferred energy carrier for global trade. The decisive driver is no longer just subsidies, but the rising CO2 price due to CBAM, which makes grey imports more expensive and green NH3 competitive. For investors, the focus is shifting from vague visions to companies with real execution power and firm offtake agreements. The market is consolidating – quality is prevailing.

Thanks daz9643. I checked out your company and here's my conclusion... Choose EODev if you're looking for a readily available, compact, and proven high-performance "plug-and-play" solution and the hydrogen infrastructure (gas cylinders/trailers) is already in place.

Choose AFC Energy if operating costs and fuel logistics (ammonia instead of gas) are your priorities, or if you need smaller power classes (30 kW) that can be expanded modularly.

The publication will also be important for us. The UK government has announced that it will publish an updated UK Hydrogen Strategy during 2026.

Background: An update was originally planned for autumn 2025, but recent reports (as of January 2026) indicate that the government is now finalizing the strategy to shift the focus more from pure production targets to demand-side development and sector prioritization.

2. What's changing in the strategy

The new version will replace the original 2021 strategy and will focus on the following key areas:

10 GW target by 2030: Reaffirmation of the target for low-carbon hydrogen.

Sector prioritization: Clearer guidelines on which industries (e.g., heavy-duty transport, shipping, steel) should be prioritized for hydrogen supply.

Infrastructure: Plans for transport and storage networks to efficiently connect producers and users.

3. Key Milestones in 2026

In parallel with the new strategy, concrete progress is being made this year:

HAR2 (Hydrogen Allocation Round 2): The announcement of the successful projects for this funding round is expected in early 2026.

HAR3: The start of the third allocation round is also planned for 2026.

Decision on Heating: A fundamental government decision regarding the role of hydrogen in heating residential buildings is expected in 2026. (Every new building could check whether a scaled HY5 Cracker would be worthwhile for heating a single-family home...just a thought) https://www.linkedin.com/posts/ryzepoweruk_hydrogen-hydrogenmobility-cleanenergy-activity-7419382691441123329-ah5-?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

Here's how I see the price action... Market participants have done a great job with AFC Energy, neatly closing the gap at 13.50 pence. Technically speaking, this was the overdue correction that many had been waiting for.

This clears up the technical 'distraction' for now. Things are getting interesting: The stock is at a crossroads. If the 13.50 mark holds as support, we'll have a solid foundation for the next attempt. If not, we'll have to keep an eye on the news – we'll know by February 25th at the latest, when the figures are released, whether the story is also fundamentally sound again. From a purely technical standpoint, the situation is resolved...

This type of infrastructure is precisely the fundamental prerequisite for AFC Energy's business model. The more hydrogen flows through pipelines like H2East, the larger the market for the company's fuel cell generators.

Listen to everyone, even the intellectual and the ignorant; they too have their story.