Member Info for athansius

…..errr it’s 53p Ade. In the system those of us familiar with it call counting, that is over 50p

The big spike up last December actually started in November and by this stage the sp had already doubled over its early Nov price. AFC is late to the party this year.

The in house broker begs to differ. A lot.

It's very simple.

The solid cell is AFC's future. Two huge announcements re that just in the last couple of weeks including marine certification. The SP will be at least £1.50 this time next year so who cares what it is today or tomorrow or next week.

Apart from Ade of course. Enough said

That's a non sequitur CUVLN. We are also 100% surrounded by air, and then infinite space. Doesn't make aircraft and rocket ships even bigger markets.

I am told there is a new very positive broker note out today.....I haven't seen it and don't have access. Anyone have details??

Yes. And sadly ignored. I wrote a very polite note with requests rather than demands. It was not answered or acknowledged.
I will discuss this with Bond personally at the next AGM. If he still has a job.

What about the multiple product launches they were touting?

December is a big month for Bond. He has stated, via the RNS service, that AFC is in dialogue with many companies and that he expects multiple orders in H2. Whatever excuse is wheeled out if that does not happen will undermine his credibility in a very fundamental way - who will believe any of the outlook guidance in annual reviews and accounts in future? Some have opined that his position would be untenable, and in deed the loss of confidence in the company could be such that the Chairman might feel similarly.

This would not be a good situation for Bond as his CV for the last decade is not exactly overflowing with commercial success. He was a key figure at Linc Energy, and we all know how that ended up. During his time at AFC he has not as yet signed a single commercial deal for an available product.

The solid cell is clearly the way forward for AFC and is likely to be massive on the presumption the scaled-up technology works. Maybe there will be solid cell-related orders this month, similar to the ABB one. Maybe others will take the liquid cell. Bond will already know the answers and I guess either looking forward to releasing the news he knows is coming, or he knows he has a bumpy personal road ahead.

I remain fully invested as I still believe that there is news to come this year. If there were not I don't think the very recent Zeus SP review would have been so bullish - something had to underpin it over and above a single sale to ABB.

Good luck all, and let's hope the advent period rewards us as it did last year.

Blimey...Desertwolf and me mentioning jam within a minute of each other.....

I fully agree BumbleB. We may have an order, but it is for a product that does not actually exist as yet. It is hence no surprise that the market has not felt minded to price it in. That will change as technical reassurance comes, and as further orders underpin the Solid cell. This is jam of the highest quality, but it is still jam tomorrow we have to hope the strawberries aren't hit by frost.

Two things will move the SP now. One is a really detailed, factual and very positive update. The delay may be for good or bad reasons. The second is clear visibility of earnings in 2022, ideally through orders for the liquid system or Alkamem. There does seem a discrepancy between ZEUS and Bond however. Bonds cites numerous discussions expected to lead to orders in H2. Zeus cite £4m revenue next year, most of which is underpinned by the ABB deal (although this may be in addition)

We really need that positive news.

Doesn’t matter if it’s 50 or 150 if they don’t turn into orders. Bit barren on that front.

We must have been separated at birth BumbleB!

It does read that way, but I suspect they are re-cycling an old IT quote. I don’t for a moment suspect they interviewed IT about the ABB news within the last week.

My investment strategy is not your concern Garmoan. Your constant whinging and attempts to create negativity are .

My average is 21p Garmoan so please don't worry too much about me. Look after yourself. Get help.

Wot...no post from Garmoan, Desertwolf or Chippyjo yet about lack of an RNS!!

if the solid cell and resultant orders come off as AB has suggested we will be well north of £1 next year as our MCap should compare with that of Ceres. You can at least double it to £2. That's conservative when compared top broker targets of course when you consider that the latest is 186p but excludes most of AFC's activity and geographical reach.

I agree with 45-65 this year IF we get no news. I think we will get substantive news.

Garmoan - you say you wish you had sold last week when this was in the 60s. I think we all wish you had. May we take it that as soon as it hits the 60s again you will sell and we will be rid of your puerile and repetitive opinions? I think we would all be very grateful.

Where have you been Phat. Before you were an incessant ramper touting foolish predictions. Suddenly you are negative. Your posts is as valuable as your previous ones however…completely useless.