Member Info for athansius

...as I think the word suspicion implies Nickjhe. Clearly says I have no evidence and this is just my opinion. But thanks for clarifying.

More Haggis net-trawling with tenuous links to AFC simply because they will need some electricity. This total scatter gun approach to news simply clutters the board and dilutes anything useful; I suspect that is his intention.

If these are due to be on site in early 2022 the orders would have to have been placed already. My suspicion is that this will be delayed due to their interest now being in the S cell. Lots of jam, but late 2022 or early 2023 unless they can use the hybrid, in which case a shorter delay.

Yet another thing we have to learn from enthusiastic c posters and not from the company. The process to get into this cohort of 15 is notable.

In fairness he did say IMVHO. Haggis’s enthusiasm is rarely supported by reality and he confuses goals with dreams. The former usually have a plan attached. Can’t fault his enthusiasm, but it can be very misleading and I cringe when I see people writing on here that they invested because of Haggis.

I have just seen the ITM half year report. Some interesting figures therein.

There is no way to know how big a thing this is from AFC’s perspective.

Nice to see that ABB will be looking at the fuel cell element. If we get the solid cell right (and the hybrid would do for this as ammonia not a factor) maritime really could be very big for AFC.

Although I would not be surprised if Ab only knows about this by reading this board......

Anyone care to hazard a guess as to why we are now a haggis free zone?

Yes MPO I can.

The S has made the L obsolete.

The S is what will drive AFC's commercialisation.

Your only post on AFC in 30 days Aldebaran. Why? Who is paying you? Do you actually know anything about AFC? Are you aware of the solid and hybrid cells? Are you aware of the expectations for 2022? And are you aware that the broker sp target is 186p (although I think that unrealistic as a 12-month target - I'm going with 75-100p).

Are you also aware that AFC has pretty well shadowed the wider sector?

You are either a paid de-ramper or very poorly informed.

I disagree MPO. I suspect EE will showcase the new solid cell at some point and the advantages will be there for all to see.

Hi Alt-muddle

Thanks for asking. Best £5k he ever spent - with a bit of help from us. Total freedom and independence. And he went for one that comes with a seven year warranty of which he still has a chunk left so peace of mind too.

How do people feel about the current state of the market? Hopefully the sector will come into favour again within the next year, and at the same time AFC will be making the commercial gains it has indicated. I have to say that I no longer see us attaining the SP we had last year any time this year. I'd be interested to see if the research note that was apparently issued yesterday has a target SP as the Zeus target seems ever more unattainable in the short term.

Here's hoping the 30s is one of the bad patches and not the new norm.

Fud 428…. I don’t have a clue what you are talking about.

They said they would reference it on social media, but I suspect they will give little detail. the note may only be available to Liberum's corporate partners and clients.

Has anyone seen the Liberum note published today?

"AFC is a playball of daytraders as there is no reason to invest new here for anyone not invested yet."

What a daft statement. The SP is at a 12-month low, but the potential going forwards afforded by the solid cell series (presuming it works) is enormous. The investment case is MUCH stronger than it was last December when the price was 80p so why would savvy investors looking for a tech growth story not look at AFC?

Alt-muddle. If Ford had provided two motor cars ever to the whole world would that make them a leading provider?

Aspiration and achievement should not be confused. We will get there. We have not yet.

Possibly, but disappointing if just a re hash of what was already in the pipeline. 50 qualified leads.......

It is well worth re reading the December end of year statement (on the AFC website if anyone hasn't seen it).

The statement makes reference in several places to the deployment of fuel cells in "early 2022". This refers to the hybrid fuel cell, and probably running on just hydrogen and not methanol. So the question is what is meant by earl 2022.

I have asked within my office and the general consensus is that this should mean within the first 3 months. If there is hence an expectation of deployments within the first three months (and we are told that there is interest for this) then surely that must mean orders being signed about now, or the lead in time for deployment will be too long. The get-out is that the phrase "deployable" is used several times and I suppose that something that is deployable needn't necessarily be deployed.

I hope this isn't a re-run of H2 2021 where we were told to expect multiple orders. We all know the results there.

A failure to deploy in "early" 2022 would render Bond's position untenable in my view.

Kev, significant and material news has to be released when it becomes apparent. AFC can't sit on it until it suits them.