Member Info for banaman

Pastyc, I hold BP shares. Also not performed in regard to the SP. I personally feel AV is the better option. That is not advice just an opinion. Also good value with a huge dividend is IMB. Ex dividend today but has dropped a lot from its highs but dividend has been maintained. Currently over 10%

To think he wants to re nationalise energy including the big six and regional distribution. How on earth do labour think they would perform better than such heavily regulated privatised companies. Where would he get the money from to buy back ? How do labour intend to operate and maintain it ? what is the advantage in owning them anyway ? Fantasy land stuff. Completely put off them by whole thing.

cannot believe the reaction to good news. Probably one of the best value stocks in the FTSE 100 for a long term hold with dividend reinvestment. Struggling to find much better to be honest.

BMac, This has not stopped the procurement of fuel cells from companies that cannot provide such efficiency at such cost. I think you should read through a number of historical RNS releases before you start spouting nonsense. Of course there are other considerations. The fact is that the source of power generation that AFC provides high power density, low cost efficiency. Anything has to go through design. The point is that AFC have a standard design which makes any process for inclusion that much simpler. The foot print of the standard kit is such that it can fit inside of a shipping container dependent on size of unit. The cost of the fuel may well be negligible and often will be process waste. If you wish to waste your time simply to bash a share price why do you not try this elsewhere and start from a much higher price. Now on ignore as I feel you have nothing useful to say and just repeat the same rubbish.

BMac, You have still not explained the MCap of ITM and Ceres based upon your assumption that the company should be valued on profitability. Is that because you are only trying to bash AFC to profit or because what you have stated previously about the value of AFC is just to scare people in to selling. We all know they have not made a profit yet but as we have pointed out, the difference with the AFC IP is that it is commercially viable not just green. Not only for AFC but more importantly for the customer as the energy generation cost is significantly cheaper than anything comparable. That is where they have a technical advantage over competitors. The fact that they outsource manufacturing is a huge benefit in terms of business overhead and profitability. I am really not concerned in short term movement. I am very confident in the technology and the potential market share for the cells. This is not just EV. It is only the EV they are demonstrating on the 6th. The cell that provides the energy can be used in a number of different applications. Don't forget licencing of AlkaMem. What is that going to cost them. I will answer that. Nothing, just profit. You mention sites and planning etc. I think you are considering only stationary application. What about large ships that use the dirtiest diesel you can buy. The high density cell will take up less space and provide the required power to propel ships. Its brilliant, 9 years ago the concept was brilliant, this is now realisation.

Wish the same was happening with IMB.

All good. Didn't think we would see this price again. Another great value FTSE 100 Stock. Good dividend and plenty of upside. May not be exciting but is certainly or should be steady.

Yes. Just gone ex dividend but should pick up from these levels. Dividend was surely priced in. Would like to see this over 1900 again. Would still present fair value with such a large annual dividend

He cant explain the MCap of Ceres or ITM either. He has no reasonable explanation as to why they are valued at 4 x AFC.

BMac, I am still waiting for your explanation on the MCap of other fuel cell companies. Why would Ceres have an MCap of £325m, bigger operating costs and a larger annual loss than AFC Energy but be valued at 4 x the price. Simple fact is that AFC value is not in the future or projected income but is currently in the IP which will generate it. Having such a game changer has taken longer to perfect. The only motive you have for posting is simply to line your own pockets in a short trade. LTH are not interested and neither it appears are II's

Thanks, I hadn't even thought to check the oil price today. That would explain it. That and the general fall in the FTSE today.

Not sure I get this drop in SP. Anyone care to explain what this is based on ? Holding BP for the dividend and felt £5 is fair value. Expecting it claw back to £5.50 but it struggles to get above £5.10. Any ideas ?

This is well overdone. Looks like a solid plan which can add value to the business. May not be exciting but the SP reaction is providing value with the dividend available.

Visainn, Happy with some consolidation. Does not change anything for LTH. If it drops below my average I will load up with some more. Its only shorters and traders that are interested in short term movement. Nothing has changed the fact that AFC are in a fantastic position.

Visainn, the delayed trade for 1,000,000 at 1502 was 23p not 22p ?

That would indicate a buy !

Trades are large buys. As someone already said, they are at a premium or at ask for the time of the deal. The price was reduced to fill orders over the day. I would expect this to be similar today and more consolidation possibly ending down on the open price. This does not take away from the fact that AFC have the 'holy grail' of fuelcell technology and worth much more than current value. It is just part of the natural process. With the potential news flow over the next few months and particularly now to Christmas buyers will be looking for opportunities.

Klunk, yes, AFC are either certain that orders will follow the demonstration or have received confirmation/preorder for their system dependent on successful demonstration. I would expect that with any order the customer would make an upfront payment which is the norm in construction/manufacturing on contract award. This plus the £520k may give a clue to the size of the first order. Manufacturing partners are set to go as stated in previous RNS releases. All depends on the outcome of the 6th for the EV Charger. I am confident that AFC would not have set this date if there were any more problems. Massive potential for carbon free, efficient, commercially viable energy for all kinds of applications.

The market has been filling orders all day. Buyers had a set price they wanted to pay with around 6million late reported trades, mainly buys, quite a stake is being built at around 23p. Cant imagine this is just private investors.

BMac. Have you worked out the value of some of these other fuel cell companies yet. The ones that actually have sold their product but lose more and still have a much higher MCap. Very interested for you view on this.

Bmac, how do you value Ceres then at £325m and a big loss year on year ?