Member Info for Alittlebitmore

Let's discuss AFC...everyone would benefit. We could introduce a rule that the word AFC-Energy appears at least once in the post...except in the title...Yes, I know, it's difficult...

The substantial stake held by the S&P 500 partner is an option worth considering – what if…? If a financially strong partner (the S&P partner) holds a stake of, say, 10% to 25%, they act as a kind of protective or anchor shareholder. This makes a takeover significantly more difficult and expensive for an opportunistic competitor, as they no longer have to compete only against small-cap shareholders, but against an industrial heavyweight. An S&P 500 partner enters into a partnership to secure their own decarbonization strategy, which is understandable and secures direct access to AFC's resources. When AFC needs fresh capital, it is often better for the share price if this comes from a partner who brings "smart money" rather than simply placing new shares with institutional investors who could immediately short the stock. The strategy of bringing a partner "on board" instead of just doing business is common in the hydrogen industry, see for example Plug Power and Renault or ITM Power and Linde. I think this would give AFC the security and freedom it needs. A classic win-win situation. Impatience is understandable, but completely pointless. The planned process won't change at all. Either you trust, or you sell. It's that simple. I trust the management of AFC-Energy and believe in the planned direction. I'm sure we'll know more in 20 days. And don't forget, it's all time that passes; there are many other wonderful things in life.

@westy54...thank you very much for the excellent summary, you've hit the nail on the head...there's nothing more to say at the moment!

John Wilson took a big risk by mentioning an S&P 500 partner – such a caliber would be the ultimate endorsement for H-Power technology. However, the current silence doesn't necessarily have to be a bad sign. Complex contracts with US giants often fall apart over details regarding liability and scalability, requiring months of legal scrutiny. Management is keeping its word until April. Should the deadline pass without an update, however, a significant loss of trust is likely. Personally, I expect we'll stay on schedule; Wilson has always delivered so far. I don't anticipate an announcement at the investor meeting at the end of the month, but if it does happen, it would be a welcome surprise!

@ade...my good man, those are two different things, one is your own nervous breakdown, the other the delusions associated with it...you can scare babies with such childish nonsense, try it again at the beginning of March, maybe you'll have better luck, but I doubt it!

@ sono...Something's crashing in your head...

@alde...one more simple question that even you can answer...Has Wilson ever failed to keep to his timetable?

@Alde, you seem to be not very well informed about AFC... here's the timeline again. First half of 2026 (Commercial launch): The joint venture with the Industrial Chemicals Group (ICGL) plans to produce hydrogen for commercial use in Port Clarence (UK) starting in mid-2026. This is contingent upon the final certification and regulatory approval of the facilities, which are currently underway.

End of 2026 (Hy-5 market launch): The mobile, containerized cracker module "Hy-5" (capacity up to 500 kg of hydrogen per day) is expected to be fully operational and available to customers by the end of 2026.

From 2027 (Large-scale production): Following the successful conclusion of a Joint Development Agreement (JDA) with a leading S&P 500 industrial company, larger industrial cracker plants are expected to go into series production starting in 2027.

Once the cracker proves it delivers on its promises, financing will go from being a hurdle to a no-brainer. We're on the cusp of commercialization. Should a positive future emerge, which I strongly believe it will, we'll see higher share prices. AFC Energy has the potential, and Wilson has the will!

@sona...if you've forgotten how to spell AFC Energy, send me an email, I'll be happy to help!

@sona...Try posting a few articles that include the word AFC-Energy at least once; that would help us all!

Daz9643...how pathetic is that? You're collecting likes? I'll give you one more like so you can at least have a little something to cheer yourself up...and I'll confirm once again that you are the undisputed king of the forum. Should I add a few more? Or would you rather wait for a meaningful post from you about AFC Energy?

@daz9643...No, Wilson isn't in it for the money...you can't understand that because it's beyond your comprehension...I ask you for meaningful contributions!

Watching the latest investor video brought a lot of things to mind... I've come to understand why I consider John Wilson, as CEO of AFC Energy, with his superb support from an elite team, a stroke of luck. John Wilson isn't a mercenary; he's an exception. Instead of basking in the reflected glory of research, Wilson initiated a radical change of course immediately after taking office. He transformed the company from a "technology hub" into a "market player." For example, he closed unprofitable divisions (like the Stade site in Germany) and focused heavily on ammonia cracking (Hyamtec). You only do that if you want to ensure the long-term survival of your "baby," even if it requires tough decisions in the short term. It's not about the money for him! Look at the numbers: Investment: During the capital increase in July 2025, Wilson, along with other directors, invested a significant amount of his own money. He buys shares at prices he considers undervalued. He wants to profit not only from his salary but also from the increasing company value – just like us shareholders.

Rejection of exit scenarios: There were reports of informal inquiries from private equity firms to take the company private at a bargain price. Wilson clearly decided against this. He could have cashed in with a quick premium (sweet equity), but prefers to grow the company on the stock market. And he has introduced a new pricing strategy. AFC is already offering products at prices that will only become profitable through scaling in 2026/27 ("TCO equivalence"). This is a high-risk gamble. He's betting his reputation on the success of the scaling. A manager only concerned with a guaranteed bonus would plan more conservatively. Wilson wants to destroy the diesel generator market, not just dabble in it. And what I find particularly great... Wilson isn't a "boardroom CEO." You see him delving deep into the technical details at investor-meet-company presentations. He understands the chemistry behind hydrogen crackers and the physics of fuel cells. He's passionate about solving the decarbonization problem on construction sites and in data centers. For him, AFC Energy is the project with which he wants to actively shape the energy transition. Anyone who listens to him realizes: He doesn't want to go down in history as the CEO who managed a company, but as the one who brought hydrogen to the construction site. I wish we had more CEOs like him...as I said, this time we were lucky. He comes from Elektron Technology and Bulgin, where he proved he can transform companies. He left a top job at a crucial time and even managed to win over Bostock...and why? Because they are convinced of its success. I am too, and I'm hoping for the end of February; we can hold out for a few more days...best of luck to all investors!

@Hydro...Back to the video....Wilson argues that he didn't choose the path of taking AFC private (which would have been extremely lucrative for him personally). Instead, he decided to:

Remain publicly listed.

Invest his own money in the capital increase.

Transform the company in such a way that the increase in value benefits the current public shareholders and not a private equity firm.

By mentioning these figures (£80-100 million for 10%), he implied a potential company valuation of £800 million to £1 billion within the next 5 years, provided the strategy (cost reduction in fuel cells and success of the ammonia cracker) succeeds. We can assume that this is a conservative estimate. Wilson is convinced that the path he has chosen – drastically reducing the costs of fuel cells and focusing on the ammonia cracker ("Hy-5") – will lead to a much higher valuation on the stock market than a quick sale now for the benefit of a private equity firm would have achieved. John Wilson, our man, I'll take that on board. I actually assume Wilson's estimate is conservative, so he can't be pinned down. Anything is possible here at AFC, but I see far more positives than negatives. And Wilson is wise to downplay his expectations; that's part of the strategy. A smaller competitor is taken less seriously; our big advantage will be our S&P 500 partner status. Numbers are pure speculation, in any direction!

Excuse me, I'm a distrustful person. I don't believe anything I haven't read myself. Too much rubbish is spread everywhere! Nobody knows anyone else's true interests!

Hydro wrote... Wilson supposedly hinted at this... so that's what Hydro understood and interpreted... of course, everyone can interpret the statement as they wish; a link to this alleged statement would be desirable so everyone can form their own opinion. I'm not familiar with this statement... perhaps only Hydro is capable of understanding Wilson... Thank you.

The truth is, we don't really know what's happening or who holds which shares. It's all just paperwork or digital garbage. If we assume that many small investors place their trust in institutional investors... Who says that institutional investors always act in their clients' best interests and don't pursue their own (for example, borrowing shares for short positions)? We know that capital has to/wants to make a profit at all costs. The only thing that helps is demonstrable success in sales, faster scaling, and optimization. And that's exactly where I see AFC-Energy on the right track. If AFC-Energy can present solid figures, it will catch short sellers completely off guard, and they'll sell, which will further boost the market. We'll know more soon. I also think that's one reason why Wilson is reluctant to publish anything. Basically, you can't trust anyone in this market. Too much scum.

Why is everything the way it is? I've read through the recent posts and come to the following conclusion: Those who bought in at 10p often lack long-term confidence and instead exploit short-term hype cycles to cash out with a 30-40% profit at slightly higher prices. This caps any organic growth. The price will only stabilize when the shareholder structure shifts from short-term traders to long-term investors. However, this only happens with consistent cash flows, not with prototypes. Product maturity: The new H-Power S series is significantly more compact and marketable than the older models.

Regarding the market environment, the pressure on construction sites (diesel replacement) to operate emission-free is increasing massively (UK regulations).

As for capital, I think the latest increase provides enough funds to ramp up production. In fact, as shareholders, we're stuck waiting until February 25th/27th, which really isn't that long. Wilson essentially has no choice but to announce positive progress; otherwise, the upcoming investor conference would be pointless. I'm not interested in the daily share price at all; I look at the big picture. The signs remain consistently positive, so there's absolutely no point in tearing each other apart. I'm very suspicious of participants who always see so much negativity. Who likes to foul their own nest? It's a bit like slapping yourself in the face! I can only repeat myself... "I've never led a company with so much potential," said Wilson. What we as shareholders know for sure is that we know absolutely nothing! It's Wilson's game... we're just spectators and have to hope for a few bits of information. I think whoever keeps their cool will be rewarded!

We're slowly getting closer to the truth; every patent protects us more from copycat products, makes us fit for a multitude of strategic partnerships, and fuels a lot of imagination... By the way, one thing I find great about AFC Energy is that the engineers don't rest on their laurels; they keep researching. Faster, further, higher, better... Who can rule out the possibility that diesel parity will be history in two years and hydrogen will take the lead? And now you get just one guess as to who will be at the forefront! Rendall is taking care of the technology, Wilson of sales, Bostock of finance, and Walker is beating the drum. Of course, this is just another indication of AFC Energy's potential success, but you know what... you could almost call it a chain of evidence... I'm so excited for February 25th/27th...