Member Info for Alittlebitmore

@cool

This argument ignores economic reality: Wind and solar have the lowest marginal costs because they don't require fuel – a massive competitive advantage over fossil fuels. The 'waste problem' is actually a multi-billion dollar market for the circular economy; glass and metals from PV modules are valuable raw materials, not waste like old tires. Anyone who writes off renewables after 10 years misunderstands the principle of repowering and global capital flows. Betting against the trend toward decarbonization today simply means ignoring the risk of stranded assets. Now go cry to your mommy because you didn't do your homework. Lowest level.

@aldebaran...You're bringing up a certain diesel logic here, which is too simplistic. Saudi Arabia (KSA) isn't replacing generators for cost reasons, but because of its "Vision 2030." In projects like NEOM, diesel is simply prohibited – only zero emissions count. The partnership with TAMGO (Zahid Group) isn't a niche topic, but rather access to the world's largest market for green ammonia.

The accusation of price subsidies ignores the learning curve: The redesign of the S-Series (LC30) has reduced the number of components by 95% and drastically lowered manufacturing costs. The goal is cost parity with diesel by the end of 2026. The real game-changer is the cracker technology (Hyamtec). Ammonia is easier to transport as a hydrogen carrier; AFC solves the industry's logistics problem here. Yes, the cash burn is a risk, but deep tech only scales after the certification phase. Once the commercial validation of the x4 crackers is complete, the picture will change. Those who only buy when profits are stable usually pay a premium for security on the stock market. AFC remains a bet on tomorrow's infrastructure, not on today's diesel price. That's how I see it. Let me put it this way... for the certainty that AFC is a success, shareholders will pay a hefty premium and no longer pay today's share prices... less risk, more money, simple math! Wilson talks about the company generating substantial revenues by 2027... is he lying and lining his own pockets? Hardly, otherwise he and the other executives wouldn't have bought so many shares, and certainly wouldn't have encouraged his children to buy them... no, Wilson knows what he's talking about.

@hydro...congratulations, we've already made progress; you accept me as an individual, not as a cN fake. I wouldn't call it a character trait regarding our shared interests. What unites us is the certainty that AFC Energy will be among the winners of the energy transition for the following reasons: Technology: Market launch of the Hy-5 Cracker (cost-effective, on-site hydrogen production).

Scaling: Series production of 30 kW to 200 kW generators as a diesel replacement.

Partnerships: Strong market presence through collaborations with corporations like ABB. I also remind you of the positive outlook from analysts. It's clear that AFC Energy is a speculative stock; otherwise, we'd see different share prices. Due to the excellent prospects that are practically unmistakable, AFC Energy has enormous potential. Speculating with numbers would be like reading tea leaves. I trust Wilson and his announcements; if they don't come true, I've lost; if they do come true, I'll gain a lot—that's the stock market in real time.

@hydro...you surely trust the reader to know the difference between a fact and a vision. Serious investors don't simply trust everyone; that would mean relinquishing responsibility for their own assets to strangers. There's nothing wrong with a productive discussion. Our discussions won't change the positive development of AFC Energy; that's also a fact. Let's enjoy some tea (with a shot of something stronger after 3 p.m.) and the prospect of our portfolio. And thank you, CN, for your words; they're encouraging. I foresee AFC Energy undergoing a positive revaluation sometime in 2026/2027; that's my own conclusion, drawn from the essence of the information I've gathered.

If they dismiss the positive facts as nonsense, they are denying the ongoing positive development at AFC Energy. That's their problem. Those who don't want to read my posts are filtering me; it's that simple, and that's their problem too. I have no problems!

You've read it, I'm not CN, it stands, get well soon, let's get back to AFC and not bore anyone here with nonsense!

@sona...Good morning! If you're seeing ghosts this early, you should see a doctor...you can't erase the positive facts concerning AFC; you'll lose! Get well soon!

From another forum, a participant's opinion on Nick Walker's stance in the Archer interview... I'd say he hit the nail on the head. Nick Walker is truly impressive and knows how to keep quiet, no matter how hard Charles tried to elicit things from him that weren't already public knowledge. While no new insights were revealed, it was still interesting.

The most important takeaway was that many industries interested in hydrogen technology, but which had lost interest in electrolyzers due to high operating costs, are now showing great interest in AFC's cracker technology.

Https://www.linkedin.com/posts/michael-shanks-130373344_a-genuine-pleasure-to-meet-his-excellency-activity-7421948155031781376-wZ5G?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

Der Artikel gefällt einigen Menschen...

@sona...please tell us something meaningful about AFC Energy and not about your dreary life...

@Amusement...thank you so much, that's how you read between the lines! John Wilson's "expanded channel network" refers to the transition from pure technology development to a scalable sales model. He's utilizing the infrastructure of partners (landlords, industrial equipment suppliers) to quickly and widely establish the LC30 as a diesel replacement, instead of managing each project individually. Some here are probably guessing he's just saying that offhand...I don't think so!

@daz 9643...that's a close call, my friend. Ghosts always appear out of nowhere; if you'd read books as a child, you'd know that...but honestly, where else would I appear from but out of nowhere? Maybe I'm an Arab prince who was disowned by his family and is investing in H2 out of revenge...take off your tinfoil hat; if you're well-invested, you might one day be able to replace it with a golden one. I've been invested here for ages, as I've already explained. This will be my last big investment in the stock market, and the prospects for a positive outcome are getting better and better. Nobody can downplay that for me; I'm too well-informed for that.

@daz 9643...what he did is understandable; I also recommended projects to AFC. Isn't that normal when you're interested in a company and have invested? I know that AFC investigates such matters; it would be foolish not to! In short, if CN does something like this, he does it for every investor, even you.

As Wilson already said...regardless of subsidies, the product has to pay for itself...what do you think will be used on construction sites when diesel is as expensive as hydrogen?

Https://www.linkedin.com/posts/michaelloehr_investmentsummit-greenenergy-hydrogeneconomy-activity-7422212955855007744-BIFn?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno. A leading employee of AFC Energy... between the lines, that's what it means...

@daz9643, your simple mind assumes we're among friends here... that's not the case! New investors join every day who aren't yet familiar with AFC in such detail and might appreciate any guidance. If you have the complete overview of the latest developments at AFC, fine, please be so kind as to share your insights with us! If you're looking to collect likes, you can do that better elsewhere. If you want us to confirm that you're the best, most amazing, most wonderful AFC expert, then create a poll here; I'm sure many will feel sorry for you and give you a like. Anyway, AFC Energy is truly important, nothing more.

Anyone who ignores the clearly visible positive development of AFC Energy, especially in recent weeks, is beyond help! Ladies and gentlemen, we're on the stock market, not on a luxury cruise ship!

Specialization beats scale!

Large corporations like Linde or Air Liquide focus on large-scale infrastructure (pipeline networks, huge industrial plants). AFC Energy, on the other hand, occupies a specific niche: decentralized, mobile, and off-grid power supply.

1. The advantage: A heavyweight like Linde won't build you a compact power unit for a construction site in the middle of nowhere. AFC offers solutions where the power grid is lacking – a market that is only now emerging due to the decarbonization of construction sites and events.

2. The technology niche: Alkaline fuel cells (AFC)

While many large companies rely on PEM (Proton Exchange Membrane) technology, AFC Energy – as the name suggests – uses the alkaline fuel cell.

Cost efficiency: This technology doesn't require expensive precious metals like platinum. This is a massive economies of scale in terms of operating costs (OPEX), which the "big players" often cannot offer to this extent with their standard technology.

3. The "First-Mover" Advantage in Ammonia Cracking

It's true that everyone is talking about ammonia, but AFC Energy already has modular hardware in the field with its S-Series Cracker, which produces fuel cell-quality hydrogen directly on-site.

Many large corporations are still in the planning phase for large-scale plants. The market share isn't just divided at the top, but also at the local level – and AFC is already operationally at the forefront of this.

4. Strategic Partnerships Instead of Going It Alone

The cooperation with ABB (one of the biggest players in electrification) shows that the industry sees AFC not as a competitor, but as a technology supplier.

TAMGO in Saudi Arabia opens access to the huge market in the Middle East...and I'm reminded of the S&P partner...

I need to set the record straight here. I believe AFC Energy has immense potential, not just if Air Products becomes our partner. The S&P 500 company won't be the last to show interest in AFC's technology. We'll see that soon enough. I can't earn enough money fast to spend on AFC shares. Yes, something is going to happen...and the way I see it, it won't be to the detriment of shareholders. I'm very confident that John Wilson is holding onto his...Anyone who generates this much media interest and puts in so much effort doesn't do it to announce their downfall at the next investor conference. All the best to AFC investors!

Https://www.linkedin.com/posts/hydrogencouncil_buildinghydrogen-activity-7421915388512407553--zTX?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

The Americans are still on board... One of the most important things Wilson announced was independence from subsidies; only if the company demonstrably runs without crutches—and that will be the case with AFC Energy—will it be taken seriously by the energy market. Should Air Products become our partner, I see great potential!