The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I disagree strongly BumbleB. You might not like the environmental implications but the message it gives will yield positives beyond those narrow considerations.
And this is good news for AFC, presuming we will be powering it.
Ahhh I see. You post suggested otherwise.
I guess it means what you mean by "significantly". With decent orders a pound is possible this year, but that's the crux....decent orders. Mike Allen was very careful to say that AFC is for long term investors, and even the title of the talk (a solid future) suggests perhaps that the solid, not the liquid, cell is where our future lies.
I am very confident in the long term, but I have declining confidence that we will see significant orders this year, whatever AB has suggested.
Finger in the air?.......sp to be 50-75p for remainder of this year. Solid cell progress next year and sp to reach £1- £1.25 based on expectation. During late 2022-2023 commercial orders fo solid cell to be realised and sp to be £2+
These are at best guesses.
Mike Allen made two salient points in that interview.
The 188p Sp target is a medium term target.
AFC provides good opportunities for long term investors.
There was nothing there to suggest an imminent share price re -rate.
I have always felt that AFC would fall for between £2 and £3.
The market will not get interested until AFC proves itself commercially ie has bona fide orders. At that point a MCap of £1-1.5 Bn is feasible….see Ceres on similar figures. So up to £2 a share. At that point the big boys get interested as the tech is commercially proven and a couple of billion is little to aid their survival in the new world. So factor in a 50% premium gives you £3 a share. Or more if a bidding war ensues.
So we just need an order……
Sadly though it talks about " future energy source implementation, for alternative energy sources such as hydrogen" so any AFC benefit will come tomorrow not today. We expect "multiple orders in H2" . This won't be one of them. Let's hope the source of those orders becomes apparent as we run up towards COP26.
If we have no orders announced by the end of COP26 in mind November then we will be in trouble, and on that basis, there can't be long to wait now.
I accept your position Chippyjo but if you are no longer invested please stop posting and upsetting the apple cart for the rest of us/. You have madeyour decision so live with it and show respect to those who remain invested.
Chippyjo.
Your posts are becoming increasingly desperate. Is someone paying you or are you just resentful that you have played AFC badly?
Please try less straw grasping and more factual posting.
Haggis, you are losing credibility with your argument
Bond has stated very clearly that the board of AFC expects multiple orders in H2 2021. If these do not materialise then there are a number of ramifications:
1. The credibility of Bond and the board is destroyed
2. The market can, with justification, assume that the board has a product it feels is technically market ready, but the marketplace disagrees
3. The board has a product that is technically ready but there is no demand from clients as the commercial case in not compelling.
Any of these would be disastrous for AFC, as would be the case for any such pronouncement from the board that is not then met. On that basis it is barn door-obvious that we need sales this year.
No doubt you will tell me I am wrong and you are right, but I refer you to my comment of earlier today.