Member Info for Alittlebitmore

If you pay $1,000 to remove the barrier to reading the report on the progress of ammonia projects, you can also gain an unfair advantage. I'm sure AFC itself, or in collaboration with the S&P 500 partner, is mentioned in it. A $1,000 barrier, to me, suggests there's no interest in everyone being informed. That's also an important clue, I think.

@Garonne...we bought some tickets for a film where we're just spectators. We don't influence how the film unfolds. If you buy a few more tickets, you might sit further forward in the cinema, but it's the same film. I really want to see the ending, so I'm staying put in my uncomfortable seat...We have rights as shareholders; hopefully, we'll learn more about them at the annual general meeting in March/April.

I believe there are currently no indications of a takeover of Hyamtec by an S&P 500 partner. AFC Energy deliberately spun off Hyamtec as a wholly-owned subsidiary to independently commercialize its ammonia cracking technology. The connection to an unnamed S&P 500 giant currently exists only in the form of a Joint Development Agreement. This signals a strategic cooperation for technological development, but not a merger.

Instead of a sale, AFC is focusing on organic growth through joint ventures, such as the one with ICL. In my opinion, the financial situation isn't too bad either. With the oversubscribed capital increase of £27.5 million in July 2025, cash reserves have risen to over £25 million. It's clear that further funding is needed, but Wilson is taking it in stride. Additional revenue from Hy-5 sales and grant funding could further cover the capital requirements before a new financing round becomes necessary. Then the S&P 500 partner could also play a role in the financing... look at how confident John Wilson is...

@Aldebaran....Yes, yes, yes, you're right, he has to deliver, and in my opinion, he will, but NO! No, no...The share price interests him as little as the news that a bicycle fell over in China...he knows he can and will deliver on time, whether we shareholders stand on our heads, wiggle our ears, and cough up blood. He alone determines the timing, with the certainty that everything is in order. Whether the price rises today, falls tomorrow, or whatever...he doesn't care! I expect we'll know more soon. Please don't kill me if I can't tell you the exact date...

@Aldebaran...Why should Wilson rush just to please shareholders? It's quite clear to me: this plan exists and its implementation is in full swing, at least according to Wilson. This plan won't change whether we hear about it or not. While the concern about exploding metal prices is understandable, it overlooks the specific technological setup and strategic roadmap of AFC Energy and its subsidiary Hyamtec. A crucial advantage of their technology is precisely its material efficiency: Unlike many competitors, AFC Energy relies on alkaline systems that largely do without expensive precious metals like platinum or iridium. This makes the company significantly more resilient to the volatility of commodity markets than other players in the hydrogen sector.

Furthermore, the argument about rising lifecycle costs falls short. Hyamtec focuses on on-site ammonia cracking. Using ammonia as an energy carrier saves massive costs in transport and storage – factors that influence the price per ton of hydrogen far more than short-term fluctuations in plant components. Scaling up production and standardizing crackers are already leading to significant cost reductions that more than offset inflationary pressure. All we as shareholders need is nerves of steel and a clear head!

@sono...You're absolutely right! That's no proportion...BUT: Now, please look at the number of projects mentioned in the file and imagine John Wilson in his interview with Archer, where he stated that he had never worked for a company with so much potential. Do you think he's trying to deceive us shareholders with his behavior, or that Mike Rendall was elected chairman of the Ammonkal Alliance by chance? No, Sono, I don't believe that. I much prefer the path that John Wilson has explained to us several times. The wait for the big day is more than awful... the LinkedIn post mentions specific figures for the projects... https://www.linkedin.com/posts/ammonia-energy-association-aea_ammoniaenergy-cleanhydrogen-dataanalytics-activity-7417036699144433664-04SY?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

John will take his time; why rush him when he has a clear goal in mind? For the sake of the shareholders? Hardly! He's given us plenty of clues in his interviews and presentations, and I'm sure he has a concrete plan! ...we'll see...

@daz9643 I didn't know that, but don't forget to take your medication and watch your spelling. Do you know how difficult it is to hide something like that? Schizophrenia...just Google it!

@daz9643, you're getting lost in your own schizophrenia. Why would Trotter have multiple pseudonyms just to be insulted twice as much? You haven't said a word about the database. You apparently don't realize what it will likely contain. The paywall of almost $1000 to access the databases is considerable; the next RNS will reveal even more... I'm very optimistic about the future... it's a bit like a sprinter getting ready at the starting line!

Information from the Ammonia Energy Association. What is BLEI?

BLEI is a series of three detailed and up-to-date datasets that track low-emission ammonia plants, tanks, and infrastructure.

The PLANTS dataset includes:

• Active and announced low-emission ammonia production plants (601 projects, including 740 expansion phases)

• All projects are tracked by production capacity and schedules, project status, technology pathways, technology providers, etc.

The VESSELS dataset includes:

• Operational, ordered, ammonia-powered, and ammonia-ready vessels (144 ammonia-powered and 302 ammonia-fired vessels)

• All vessels are recorded by vessel type and capacity, schedules, project status, shipyards, machinery, ammonia requirements per vessel, etc.

The INFRASTRUCTURE dataset includes:

• Ammonia storage infrastructure (944 ammonia terminals, 356 of which are located in the industrial port)

• Ammonia cracking projects (31 industrial ammonia cracking projects, as well as smaller projects)

• Ammonia-to-energy projects (52 projects, primarily in East Asia)

• Ammonia-to-heat projects (various applications)

• All projects are categorized by capacity, schedule, and project status.

Explore the data to analyze your strategic components.

https://www.linkedin.com/posts/ammonia-energy-association-aea_ammoniaenergy-cleanhydrogen-dataanalytics-activity-7417036699144433664-04SY?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

This database could be the holy grail of all ammonia projects. Based on John Wilson's behavior in the Archer interview, I assume AFC will also be involved in some of the projects. The number of projects is already very impressive... perhaps Wilson is right that he's never worked for a company with so much potential. I'm starting to believe that too.

Sorry, the LinkedIn link didn't work; I couldn't find a way to delete individual posts there.

Hopefully we'll find Hopefully we'll find out soon...

https://www.linkedin.com/posts/ammonia-energy-association-aea_ammoniaenergy-cleanhydrogen-dataanalytics-activity-7417036699144433664-04SY?utm_source=share&utm_medium=member_android&rcm=ACoAADhXRG0BLoKf9_pZbHWAV4opL1qwIhaFQno

I'm curious to see if they achieve cost parity with diesel, as announced in the video with Wilson. If so, they would be the first in the world. Wilson's behavior in the last interview with Archer reminds me of this. If AFC were to reach this parity, it would be incredible. Why should any company continue polluting the air in the long run? Every city would immediately adjust its tenders for all construction projects. Cost parity would be a very, very good start. I wouldn't base my decision on the announcement happening in the next few days, but the announcement of parity would definitely be a turning point in the competition with fossil fuels. I'm very excited. Of course, I'm impatient, but in the end, only the result counts; hardly anyone will remember the long, arduous journey.

Red Hornet, you've apparently had a lot of bad experiences in your life, so you can't just be happy about the rising share price... I've been reading along in the forum for a long time... now, considering AFC Energy's significantly improved situation, I thought it was appropriate. Your name says it all, you can't help it. An excellent day for AFC Energy today!

The combination of a technical "cleanup" (gap close) and the impending golden cross, supported by volume, is a strong signal that the dry spell is coming to an end. Since AFC Energy operates in the volatile hydrogen sector, this confirmation through technical analysis is particularly important to avoid "fake breakouts." The combination of a technical "cleanup" (gap close) and the impending golden cross, supported by volume, is a strong signal that the dry spell is coming to an end. Volume is the confirmation. A price increase without volume is often fragile. The fact that AFC Energy's volume is currently high shows that institutional interest, or at least a broad base of buyers, is behind the move. It validates the breakout.

@red hornet, what are you upset about? I can understand your frustration when you deliberately drag one forum member's posts through the mud. But when you drag multiple authors through the mud, it becomes problematic. That points more to your own inability to grasp the bigger picture. To put it simply for you: The crazy guy with the tinfoil hat points at the people standing in front of him and declares that they're all crazy. Who do you believe more? You're right when you say that a slow rise is better, very true. Why do you call yourself red hornet? Did a hornet sting you on the head as a child? That's operable! By the way... whether we type our fingers to the bone here or not, AFC Energy will find its way, it will happen all by itself!

Regarding short sellers: 12.5 – 13.0 GBX resistance zone: This is the current battleground. If the price rises sustainably above 13 pence, short-term short positions will turn negative, which could lead to initial covering. 15.5 – 18.0 GBX trend reversal confirmation: A break below the 52-week high (approx. 18 pence) would generate a strong buy signal from a technical perspective. Many short sellers would need to trigger their stop-loss orders here to avoid uncontrolled losses. Below 10.0 GBX profit target: Should the price fall below the psychological 10 pence mark, short sellers could use this to close their positions at a profit ("covering into weakness"). Catalysts for a "short squeeze": 1. Revenue growth 2. Introduction of Hy5 Cracker 3. Break-Eaves (actually expected in 3027/28). Companies like Helikon are unpredictable. Their position in AFC is peanuts for them. They've certainly hedged elsewhere. The annual general meeting in March/April is approaching; if the news is very positive, the short sellers will be roasted!

@dabler...Your analysis sounds far too logical for this market. Have you forgotten? We're on the stock market here, where rumors become reality and prices are thrown around while we sleep.

@Hydro...I'm glad to see we agree. I also hope the progress will be documented, but I'd like to reiterate the roadmap Wilson has set...I don't think I'm not impatient myself...but I understand that these processes take time; it's not like baking a cake. This will...