Member Info for Bananaman2

Aim. Absolutely not. I would just be much happier if the SP was over £1. Just a psychological barrier i would like to see broken and then find as support. Its been £1 by Christmas for the last 10 years and I'm still waiting. Its been a war of attrition.

ChippyJo. I am lost with the Ruby red dot ???

ERCFC. I am getting fed up with the movement and believe AFC is significantly undervalued now. I don't know what it will take to move this higher but will just hold on for the biggest upside. Same is happening with EQT presently. Just cannot release anything that drives the SP through resistance. EQTs 3p is AFCs £1. Both should be well over but just aren't.

Let's be honest. The AFC annual report will be rubbish. Near to zero revenue and perhaps highest expenditure to date. Is this an issue ? No, because of the progress made last year to get AFC where they are now. It won't be a surprise but the market will probably take advantage. Just look what happened to ITM. A company valued at close to £4bn with a H2 2020 revenue of just £0.2m. The day this was released the SP dropped to low £5s but recovered very quickly. In my head, and because of this I do not understand the disparity between ITM and AFC values when ITM have very little revenue, a 'potential' pipeline and are perhaps only marginally in front of AFC in respect of commercialisation. Very different strategies but I prefer the AFC low cost out sourced manufacturing to be honest. Much lower overheads. So much so I have sold ITM and invested where is see the biggest upside and value. Here and EQT.

Rendj. Very good response. Hadn't really thought about it in that way. Thanks

The one thing I am not sure on with AEG and also puts me off a little with SAE is the fact that both coalswitch (AEG) and subcoal (SAE) are incineration which is not as efficient and clean as gasification. That's not to say that they will not do well but they could be greener.

Yes, AFC is the same. Reached 92p at one point and then delivered good news after good news returned to 53p, back to 81p on Monday and now sub 70p again. Fooking joke. Has slaughtered my PF value this week. All for what ?? Bad sentiment ? have to deliver something ?? nah its a wind up. Has to be!

Market sentiment. Mine was pretty good. The market is getting it wrong towards EQT. Can't see a big sell off either so how can they get away with dropping the bid on such little volume ?

SO WHY ARE WE BACK TO SUB 70p.

YES I AM SHOUTING AS I AM GETTING VERY FOOKING ANGRY AT THIS SP MOVEMENT ACROSS THE SECTOR.

AFC IS A £1BN COMPANY ANYDAY OF THE WEEK IF ITM AND CWR ARE £3BN. FACT !!!!!!

This has to be a wind up. Its a fooking joke surely. 2p on the bid and looking likely to drop below that. ?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? I just don't get it

Howard White has more pies than fingers

Completely. Lost count of all the positive steps EQT have taken since the start of the year yet we are 66% of the high. I don't believe that EQT's lows last year at sub 0.1p was even close to fair value soo considering the rise from a base of that price is not the right thing to do. Just seems the market is trying very hard to smash some stocks down. Been feeling this pressure for a while. AFC and EQT in particular. Perplexed is a good description.

I have every confidence in DP and the rest of the BoD to deliver. The UK market needs to wake the f**k up, stop chasing rainbows and start looking for value. ITM is sold for me, no longer holding, capital redeployed into value.

This has to be a joke right ? back to 2.1p on the bid. WTF

Good for you DarfPhart. Yet we see more erosion after yesterdays jump on what was excellent news. The UK market is a fooking drain at the minute. Not getting these prices anymore. Nothing is making sense.

Scarpa. There are plenty of people posting on this board who disagree. I just don't understand why it is not £1 as a minimum yet. AFC lose less than any other fuelcell or electrolyser business including ITM and CWR so why not £1 or better £1bn MCap. Other valuations are highly speculative, why not AFC ? product will change the way that clean power is generated. Low CapEx and OpEx when run on ammonia. Absolute no brainer for AFC to be valued much higher than some give them credit for.

Nice one Reg. Just feels like a lot of downward pressure again on the markets. Never satisfied it seems. Not just EQT but AFC, PHE all feeling it again today. They are the three that show greatest value yet ITM and CWR continue to rise. I sold ITM last week at 633p and added a few here as well as buying some PIRI which DP is a non-exec at now. He is a very sharp guy and regardless of the negative market reaction all round at present he will transform EQT over the next 18 months. We are only in February and had so much news flow and short term there is still plenty to come. Holding long and strong for the big pay days sometime in the not too distant future. GLA, can't keep watching the erosion, its pi55ing me off so gonna do a bit of indoor cycling whilst its too icy outside. ;-)

I'm happy for this to be a creeper and not a spiker. Let the story unfold piece by piece and the SP should chugg along nicely. Where it will get to is anyones guess but if they can secure a site and get the financing in place for a 10k bopd facility it will be many times what it is today. Once the facility is producing it should be many times the SP of that.

Enrico, £2 should be busted by now. Especially on this news. Haven't read the posts today but has anyone actually worked out what mining capacity Argo could have with the additional 200MW of power. I am sure that 645PH used 20Mw so they could be looking at 6EH.

Work that MCap out assuming 80 coins can be mined with 645PH, using $45k BTC price and 0.7 conservative efficiency. MCap is much much higher than it is today. So for a 2.5% dilution we should see a 10x upside in capacity. Think I will stick around for 12 months to see this out.

Moog, get a grip

AFC opened above 80p. THE MOST FRUSTRATING 11 YEAR HOLD EVER …………………………………………..2 steps forward 1.99999999999 steps back. If that is even possible

My god I hope so Simms45. Unicorn status this year would be fantastic. Certainly not achievable but I just don't like to assume or think about it. First things first...………..3p as a new base ! then 5p then 10p then 14p...………….then we are all part unicorn ;-)