Member Info for Bananaman2

Phats called £1 by EoY back in July.

We are talking 3 cents plus here now. This is a huge level of interest from German Market. Perhaps they have gained confidence now the UK have settled the trade agreement and removed the uncertainty. Otherwise investing in UK stocks could be a gamble for outside markets. UK sector stocks have been massively undervalued to other countries in the same sector, but the UK is possibly the leader on this type of tech and now an attractive market to invest.

Come on EQT

And its only the beginning. We are very fortunate to have been ahead of the curve, many holding for so long. To me, this looks like a global push for H2 and clean energy. Its truly great to see the support for the sector and now starting to catch the US valuations. UK really could be a global leader in this tech.

And 1.11 GBP/EUR exchange rate

ITM breached £3bn MCap using tradegate current mid price.

2m in the first hour for AFC on a secondary market.

And ITM

So you think the most efficient miner of BTC valued at a fraction of its sector peers and profitable at anything over $9 BTC is going to max out at 25-29p when the US are already scrambling to pay $1.

Go back to sleep you nugget.

All have revenues but fail to make a profit. Instead just make a bigger loss. Somehow think that as AFC have always managed their operating expenditure they will not need huge revenues to cover operating expenditure (which will increase with sales) and admin. AFC have just lacked revenue. But as you say, think this is just about to change.

Ballard Power Systems - Established 1979 and has sold over 400Mw of PEM fuel cells to date.

Current MCap $6.59bn (USD I believe as stock proce is quoted as such)

2019 resulted in a near $40m loss from circa $100m income.

As AFC have taken the time to develop a low cost system I would expect a greater margin and faster path to profitability or at least break-even.

So thats a £4.85bn MCap for a £29m loss. Personally I would be happy with an MCap ofnhalf that for AFC.

What about Ballard Power ? Check out their MCap

The only reason it would be after building sites and not along side building sites is because under current COVID restrictions, construction continues with additional risk assessment whereas the industry that is supplied by Power systems is off a much more temporary nature involving crowds of thousands such as supplying power to concerts, tours and festivals.

What I am saying is that my impression is that AFC are already in close discussion with a strategic partner to target a green solution for temporary power such as that supplied by power systems. It is not necessarily power systems though. Possibly someone bigger ! Just a gut feel. Also wouldn't be surprised to hear something on this in Q1 2021.

Icing on the cake maybe

When RA invested around £9m into AFC Energy the SP went nuts. Imagine if Lewis Hamilton started accumulating on the open market to show his support. AFC perhaps not looking to offer any of the business at this stage tell Lewis 'If you want a piece of AFC to improve your green credentials we suggest you contact your broker'

Once he reached 3% and notified the market, where do you think the SP would go then ?

Just contemplating various potential scenarios in my head!

I think there are many people that actually work in the energy sector, hydrogen sector even, that haven't got a clue about fuel cells and why they will transform the way the world generates clean energy. So yes, there are definitely people out there that don't know about fuel cells.

Only Sunday.

Unfortunately ;-)

Its closer to 4p if you are talking about EQT

£275m/£7bn = £0.039 or 3.9p

Still anaemic at that and thats over 100% up from the current SP level. Shows the huge potential upside here.

Easy to see how the $5bn valuation can be achieved if points 1 to 9 are first.

2.5EH x $100k BTC x 70% margin x 20 PE would probably get beyond that.

It would be life changing and could very easily be the perfect storm which has been building and arriving in the next 12-18months.

No reason why not. Just looked at Ballard Power systems MCap this morning. I believe the stock price is quoted in USD resulting in an MCap in GBP of £4.85bn. No PE ratio so assume they are yet to turn a profit. AFC has all the potential to be right up there.

Just shy of 25k at around 3 am UK time. Google shows $24954.

$27.5 by 1st Jan ?

ARB 100p by end of Q1 2021 ?

Get the feeling this is going to just going to run as its picking up some traction.

Absolutely. Adam Bond is an articulate guy. Appreciate it was part of the stock clip but there it was, as bold as anything, AFC Energy on this mornings BBC news.