Member Info for athansius

AB has experience of not turning a R&D company into a global company. Linc Energy did not go well!!

TUVA liked this so that's their PR work done for the week......

I don’t disagree Garonne. There is a huge amount going on around us and AFC feels very uninvolved. If nothing substantive comes in the next month I think AB needs to move over

Why?

Tradegate has fallen back to pretty much where it was. Wonder what caused the sharp spike?

The senior employee is Tom Pollard. It seems that he has little to do at present other than surf social media and like things. Or re tweet/publish/forward them. If this is the social media storm we were led to expect it's feeling a little dry. I am not aware that Pollard has actually achieved anything yet?

if you google simplywall and AFC it will come up

I would love AFC to get support from a large oil company. Shell is very interested in green energy. I think it would be far more powerful however if it were to happen after AFC announces contracts ie confirms it is commercially an entity. The centrica tie up worked wonders for Ceres in terms of share price and such a tie up for AFC would probably boost the price by a factor od 2 or 3. I'd rather it did that from a base of 50-60p rather than 20-25p.

Agree to disagree Chippy. I recognise the issues (although Brix's argument is very weak) but don't believe them to be insurmountable.

Disagree Chippyjo. If it is what the customers want then they will only buy from those prepared to give it to them. Legislation could underpin it. It does seem an obvious solution to range anxiety and lack of personal charging access. Suddenly I can go from my tenth floor flat by car to Glasgow without the need to stop for a long time on the way.

You may be the only one Seance. Perhaps because you are wrong. But who knows.....there are two possible scenarios:

1. AB is a genius. He has presided over a company that is uniquely placed foe the current environmental and political situation. Their products, and the sale thereof, are of such complexity that a mere PI could not possibly comprehend and the only thing standing in the way of his genius is a bit of red tape. Multinationals and governments alike are falling over themselves to talk to him, contracts just require his majestic hand, and soon the company will be worth billions. AB will be very rich.

2. AB is a snake oil salesman. His knows he is struggling to get someone to sign on the dotted line and he knows that RA and the institutional investors know this also. Hence their departures. He is however a master story teller and the PIs, who love a good yarn, are lapping it up ,,,,,indeed their expectation go ever higher. This extends the life of the company and AB is able to continue to take his grossly inflated salary. This could go on for many years and AB will be very rich.

I tend towards number 1 and think the company is on the verge of significant progress. This is why I remain invested. Either way only one person wins in either scenario. I hope he is resilient enough to weather the fallout if it's number 2!!

Is this new? I seem to recall seeing it some weeks ago before they formally put their valuation under review.

I wonder if Wendy will re edit it this time? It would be a shame if she did as it is the best-written AFC article I have seen in ages, even if it does bring nothing new. That's why I wondered if it might have been a professional. Or if not someone professional, TUVA

Spot on Southerhay.

Although I would like to think that TUVA wrote it as we would then know that they are doing something to publicise AFC. Other than their moribund twitbookfacechat account.

Exactly Notes. Anyone of us could edit the AFC entry right now if we wanted.

I think we have to be patient and await for the broker note and then for someone to post the target SP (I certainly can't get direct access to it). It will appear very poor to clients of WHI to have a blank space where the SP should be so I am guessing we will not have to wait too long!

I recognised much of what was said in the article and realised it is because Fuelcellinvestor has posted this information on this board. His post of 2nd June quoted the broker note and said that 27p had been withdrawn pending a review. So 55p wasn't mentioned and a new target sp will come with the next broker note. Going back to another of his posts (May 18th I think) he referred to the earlier broker note that stated that the 27p did not give any value to Alkamem.

So the wiki article does not give any new information to us, but it does elegantly tie all the optimism into one narrative. Caveat: Anyone can post on wkipedia and it is completely unverified and should be judged accordingly.

Bottom line however: WHI had a 27p target based solely on the liquid fuel cell. Since then AFC has stated that they intend to enter the diesel genset market and the deal with Acciona is the trigger for the re-rate. They also know that the solid cell opens up shipping and trains and will wish to re-evaluate that. They are also likely to know what MOUs AFC is sitting on. Their revised target will hence be very revealing.....but I still think it will be in the 50-75p range. I'm guessing MCap around £300m

I think the message means that the broker note noted the current price of 27p to have been removed and that that 27p target recognised the liquid fuel cell only. I don't think a price target of 55p was ever set.....the May note simply said that the 27p target was being withdrawn pending a review of the technologies and following the Acciona tie up.

I suspect it will come out with a 50-60p target which i would be quite happy with.

Careful what you wish for Grandslamtennis, every penny off the SP now furs up another cardiac artery. Sadly every penny rise does not see, to have the opposite effect. Suggest you keep your portfolio better balanced than mine!!

Fair enough! Which part of the US are you in? hope it's a covid-free area

You both appeared on the board at about the same time, have a similar style, and have sometimes posted at the same time.....it's a thought that floated into my head a few times so thought I would ask.
I hope to meet you both (at the same time!) at the next AGM as it wold be great talking to you about AFC. Yours posts are always of value (both of you!)