Member Info for Alittlebitmore

@kitcat...the other construction companies have no choice anymore. I think hydrogen generators will soon be part of every tender because people won't want to put up with the pollution anymore. Many people near construction sites will resist diesel generators. Politicians will continue to adjust the laws in favor of hydrogen because they want to be re-elected and because clean air makes much more sense...and I haven't even mentioned that Wilson has announced diesel parity for hydrogen...if that happens and this situation remains a unique selling point for AFC-Energy for a while...then we should notice it soon...everyone is free to ignore these circumstances and predict doom...but that's getting harder and harder. AFC is going its own way, I can still hear what Wilson said..."I've never led a company with so much potential..." Oh, come on...Those who open their eyes can see more than those who stick their heads in the cesspool!

For highly volatile penny stocks like AFC Energy, consolidations depend more on news flow (orders, partnerships) or general sector sentiment (hydrogen index) than on fixed timeframes. A consolidation can last for weeks without any news. Let's wait and see what happens on the 25th/27th.2nd, or... I'm leaning more towards a top!

How do I see the current situation at AFC Energy? Mike Rendall provides the "fodder" (the technology), and the market is waiting at the end of February to see if John Wilson can turn it into a profitable business. If the two are a good fit, the upside potential is enormous, as the stock is currently valued more like a risky start-up than an established energy provider.

@hydro...how many more times do we have to read this nonsense? Tell us something new, maybe your hypothesis about who will be our S&P 500 partner and why, or not...

CN, anyone who, for some unknown reason, doesn't want to understand you, or is unable to follow your explanations due to a lack of mental capacity, will ultimately be their own worst enemy. They are as impatient as toddlers and can't even manage to calmly wait until February 25th/27th. The general mood in AFC management points to positive news, so why get upset? I don't get upset in the toilet either if the dirt doesn't flush the first time.

I find people who admit their mistakes more likeable than people who make fun of them...

Wrong assumption, @Alde: AFC Energy excels precisely where others fail. Please familiarize yourself with the actual state of the art at AFC; the stock market trades on the future, not on dwelling on the past! Their alkaline fuel cell technology makes them more cost-efficient and tolerant of impurities than the competition. While others are still in the planning stages, AFC is already delivering real solutions for emission-free construction sites and EV charging parks with its H-Power series. Anyone who misses the boat here is overlooking the technological advantage gained through collaborations with industry giants like ABB. This collaboration is still ongoing, and we will hopefully learn more about it soon. Wilson is wise not to explain every step; there are far too many foolish, helpless, and ultimately damaging comments. It's better to present shareholders with a fait accompli at the end of February, and no reasonable person doubts that the news will be positive.

Many competitors are still stuck in the phase of trying to make their highly complex systems more efficient through sheer size. AFC has taken the opposite approach: making the system so simple that it is inherently efficient and cost-effective.

In short: Managing complexity costs money. Eliminating complexity makes money.

@sona...please use your common sense...stop spouting nonsense here...try making a meaningful contribution!

Onother Forum:

The 85% cost reduction recently reported by AFC Energy (AFC) is not simply due to the purchase of standard components, but rather the result of a comprehensive, ten-month architectural overhaul known as the LC30 (liquid cooling).

While the partnership with Volex Plc provides the necessary material strength and production scale to compete with diesel generators in terms of price, AFC's true value lies in the integration of these components.

What AFC adds to the product:

AFC is not just a reseller, but also the developer. Its core IP and engineering expertise are focused on several key areas that elevate the LC30 beyond a simple component assembly:

Proprietary liquid cooling architecture: The switch from air cooling to the new liquid-cooled LC30 system represents a significant technological leap. This makes the unit 20% more efficient and allows it to operate in extreme temperature ranges from -20°C to +50°C.

System Integration & Efficiency: AFC's intellectual property lies in the Balance of Performance (BoP) system – the software and hardware that controls fuel supply, temperature regulation, and power output. This integration has reduced the number of components by 95%.

Load Following Technology: AFC generators are designed for rapid response and load following capability. This means they can simulate the instant power surge of a diesel engine, something most standard fuel cells struggle to achieve.

Ammonia Cracker Integration: A unique advantage is the seamless integration of AFC generators with the company's proprietary ammonia crackers. This allows ammonia to be used as fuel instead of expensive and difficult-to-transport hydrogen in cylinders.

The biggest advantage for me: "This means they can simulate the instant power surge of a diesel engine, something most standard fuel cells struggle to achieve."

All the above information is from Arthur Ingram.)

@sono...you are your own cycle...

Https://www.linkedin.com/posts/iacalvert_energytransition-greenhydrogen-ammonia-ugcPost-7420465279610298368-AD5e?utm_source=share&utm_medium=member_android&rcm=ACoAAGFUMr0BjR5UHmPM0WRP1EnmypyKm7I6_3Y. While the planned "hydrogen backbone" is still years away due to long planning cycles, ammonia (NH₃) offers an immediately available shortcut. For AFC Energy and its cracking division Hyamtec, this could be a strategic breakthrough, as existing port terminals like Teesside are already ready for ammonia imports, eliminating the need to wait for new pipelines.

Hyamtec occupies the critical interface here: its modular cracking technology converts the imported ammonia directly into pure hydrogen on-site. Even though the conversion incurs an "energy tax" in the form of efficiency losses, time is the more valuable resource in the race for net zero. For AFC Energy, this means the leap from fuel cell specialist to system-relevant infrastructure enabler, capable of meeting industrial demand today while the competition is still waiting for permits.

John Wilson doesn't say much, yet he says a lot! 1. Recognition and team spirit 2. Humility paired with vision 3. Reliability and operational excellence 4. Technological superiority. Cost-effectiveness: Approximately 85% lower manufacturing costs.

Performance: 20% greater efficiency.

Practicality: More compact and extremely temperature-resistant (-20°C to +50°C). John Wilson expresses a great deal in just a few words, demonstrating that AFC Energy is now successfully transitioning from the research and development phase to scaling and commercialization. He presents himself as a leader who attributes success to the team while simultaneously reinforcing the company's technological market leadership.

https://www.linkedin.com/posts/activity-7420365141621444608-lTyL?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

...usable everywhere...and soon on the moon (";") when we finally get there....

This is a bombshell, H2 replaces diesel... When companies and governments really grasp this... Then... and this is just the beginning... there's more to come... Goodbye Trump!

https://www.hydrogenfuelnews.com/hydrogen-fuel-cells-replace-diesel-at-uk-quarry-sites/8574536/

@Aldebaran...When an investor conference is called, I do believe something significant will be announced....I'm thinking of this: For AFC Energy's planned investor conference on February 27, 2026 (or around the time of the publication of the annual figures for the 2025 financial year at the end of February), several key topics are emerging based on recent company announcements and strategic roadmaps.

The company is in a crucial phase of transitioning from development to commercial scaling. I believe these are the most likely topics and announcements: (feel free to add to them)

1. Commercial Roadmap for "Hydrogen-as-a-Service" (HaaS)

AFC Energy has set the goal of offering hydrogen for £10/kg by mid-2026 – a price significantly below the current market level.

What to expect: Details on the rollout of the "Fuel as a Service" (FaaS) business model. Investors will be watching for concrete supply contracts and the price stability of the ammonia supply chain.

2. Update on the Series Production of the LC30 Generator

In January 2026, AFC Energy completed the first operational LC30 (30 kW liquid-cooled generator).

What to expect: Announcements regarding the scaling of production together with manufacturing partner Volex. Since the LC30 is approximately 85% less expensive to manufacture than its predecessors, the focus will be on improving gross margins and achieving profitability (EBITDA break-even).

3. Progress on the Ammonia Cracker ("Hy5")

The subsidiary Hyamtec is key to solving the hydrogen infrastructure problem.

What to expect: A status update on the first commercial installation at the Industrial Chemicals Group's Port Clarence site. If the permitting processes are completed, the start of production could be confirmed in the first half of 2026.

4. Expansion into New Markets and Partnerships

In 2025/2026, AFC Energy intensified its efforts to establish partnerships in the Middle East (e.g., with TAMGO in Saudi Arabia) and the USA.

What to expect: new orders for the S+ series (200 kW), particularly for use in data centers (AI boom) and the maritime sector.

Updates on the cooperation with the unnamed S&P 500 industrial partner. I think Wilson is always good for a surprise! Our machines would be ideal for the reconstruction of Ukraine! And one more thing! What will actually happen when diesel parity is announced? That would be a crucial point and a killer for all diesel generators in populated areas and everywhere else. !!!

Https://www.linkedin.com/posts/tamgo_tamgo-afcenergy-hydrogen-activity-7420012427909574656-y77F?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

...and another factor will make hydrogen/ammonia one of the most important energy carriers of the future. Every country wants to be independent of fossil fuel suppliers, which are a constant source of instability, as we are currently witnessing again. AFC Energy has a great opportunity to play a key role in this process. Let's go!

Some of you might be wondering whether you should buy AFC Energy shares or not... Perhaps I can help you decide whether it's worth investing. This depends heavily on your risk tolerance, as the company is in a crucial transition phase.

Here are the main arguments currently in favor of buying:

1. Strategic "Reset" and Cost Reduction

AFC Energy completed a comprehensive restructuring in 2025.

Production Costs: The new generation of fuel cell generators (S+30) is scheduled to launch in 2026. The company states that it has reduced production costs for this by approximately 85%, which significantly increases its competitiveness.

Efficiency: Through site closures (such as in Stade) and staff reductions, annual savings of around £1.5 million are expected from 2026 onwards.

2. Market Entry and "Ammonia Cracker"

The company is increasingly focusing on solving the hydrogen transportation problem:

Hy5 Technology: AFC has developed a compact ammonia cracker that can produce hydrogen directly on-site from ammonia. This is particularly interesting for shipping and ports. A first commercial project at Port Clarence is scheduled to begin operations in the first half of 2026.

Sustained Revenue Growth: Management expects 2026 to be the year in which pilot projects translate into firm contractual orders and thus sustainable revenue growth.

3. Analyst Opinions (as of January 2026)

Analyst sentiment is cautiously optimistic, which is often interpreted as "an opportunity at a low price":

Price Targets: The average price target is around GBP 0.27 (approx. EUR 0.32), which, at the current price of around EUR 0.14, would represent a theoretical potential of over 100%. Ratings: The stock is frequently rated as a "Buy" or "Strong Buy" by observers, who emphasize that it is a speculative stock. This is not intended as investment advice; your own fate is in your hands. I am firmly convinced that we at AFC are excellently positioned for future challenges. Wilson has delivered on his predictions with pinpoint accuracy. "I have never led a company with such potential," he said, or something to that effect, in an interview. Should these visions become reality, today's share prices will seem ridiculous. But!!! Everyone should form their own opinion; read between the lines. Everything has been said, and AFC Energy is currently putting those words into action!

AFC Energy is on the cusp of industrial-scale production and aims to decarbonize sectors that are difficult to electrify. The focus is on replacing diesel generators on construction sites, at events, and in the shipping industry. With its new liquid-cooled 30kW generator, the company has reduced production costs by approximately 85%, bringing the technology into a competitive price range for the first time in 2026. A crucial factor for market access is the strategic partnership with Volex, a specialist in integrated manufacturing. Volex not only supports AFC in the cost-efficient mass production of fuel cell systems but also unlocks new synergies in the data center sector through its own portfolio.

The data center power supply market is enormous and growing rapidly due to the AI ​​boom; it is estimated to exceed USD 28 billion by 2034. Volex already offers specialized power cables and infrastructure solutions for this market. Together with AFC Energy, they can now deliver a clean, complete solution for primary and emergency power supply that operates without CO2 emissions – a "hard" requirement for modern hyperscalers from 2026 onwards. While AFC aims to be profitable by the end of 2026, the combination of Volex's manufacturing power and AFC's hydrogen expertise forms the foundation to meet the enormous global demand for green energy from digital infrastructure.