Member Info for Bananaman2

Those ?? are a failed emoji. Not a question

Correct Bandi. Its unnecessary ??. Mcap is important.

£2 would be a great price to sell at and looking at our North American cousins would not be an unrealistic valuation for ARB with a bit of BTC tail wind.

Don't forget we could very easily see an RNS re deployment of the system to ExE. This is a real milestone.

I will be adding but waiting for the dust to settle. This is bang on my average now after riding this up to 18p and back down again. Nearly put my wifes ISA in here the other day, glad the bank wanted 4 weeks to transfer from cash to stocks and shares ISAs.

That's two huge drops this week. SAE and now VDTK.

It can also work in reverse when there are too few shares in issue and investors just look at a SP rather than the MCap. More shares also improves liquidity but it can obviously put off investors. Getting the balance right is key but it maybe a consideration in the future but should not ever be seen as detrimental. Tesla did a 4-1 split to make shares more affordable, at which point they rose higher again

quite a good update. Exporting of larger volumes of hydrogen is very interesting. Seems things are moving at Protos now. PHE is another company that is possibly about to go through a transformational period.

Incredibly disappointing that they have not actually delivered the 1.5Mw systems to SAF. Also unclear is the fact that they use the Syndh governments dealing with COVID-19 as the reason for the delay yet SAF were to deploy 1 of 6 systems to them. The remaining 5 were for their use in construction and cleaning up their own business. At least this was how I read the August RNS.

Very disappointing end to 2020 for Verditek. Absolutely zero left in it for me now. At complete breakeven after being 200% up. Good show chaps

Colin, Adam Bond has done an excellent job under numerous NDA's. True to his word he has made a series of announcements since the operational update and is still mentioning further discussions with other strategic partners. He is proving his worth taking a fantastic development of low cost alkaline fuelcell to full commercialisation. Gaining acceptance from ABB in the strategic partnership for EV charging is even better than the ExE deal.

The BoD are now showing their experience and expertise in this field. Good luck to them and well done

Haggis, fully agree and enjoying the re-rate. The real beauty is that EV charging was almost a complete write off by some and now look. Possibly only 25% of the systems will be used for EV charging. We then have to consider the effects of genset replacements, temporary and back up power, stationary power such as that used in the Julich micro grid and not forgetting the holy grail of Alkaline membrane technology in Alkamem.

The 200Mw capacity touted from the end of 2022 is likely to be expanded with regional hubs as the EV charge market and other aspects of fuelcell deployment start to unfold across the world.

Upside is still huge and no reason why this should not be comparable to ITM and CWR given a bit of time. First target should be PPS then a MCap of £1bn giving AFC true unicorn status and well deserved. (that's around £1.50 SP)

Yellow, you wouldn't have said that about 6 weeks ago. What was it that changed your opinion ? Interested to hear !

Its great that you are now onside by the way. the negativity was getting tiresome

DerSack, I like that. You've bought a piece of the future for your future generation. I hope their 8000 shares gives them a great start when they're old enough to receive them

I am comfortable with the wait. Today, tomorrow, next week. There is only about 8 trading days to 2020 left. If we get more positive news it will be a massive bonus. EQT still lagging the sector in respect of market cap and would be providing a great value entry at anything around this level. Next year sounds like its going to be very big for EQT with 13 financial closures.

Jimmynan. The rate of rise is steady which really is very different to any other time. Each day has seen some consolidation but what we are seeing is incremental gain and a re-rate as investors are starting to see that AFC are on the right path and perhaps have actually developed a world class product. This is validated by ExE and ABB plus Acciona. Companies are praising the technology. AB, as much as people may have some negativity towards him is at the moment doing an absolutely fantastic job. His proactive interview showed him to be eloquent and enthusiastic as well as razor sharp. 50p will hopefully be just the start as listening to that proactive interview AFC are still in discussion with other strategic partners regarding alternative uses of the system. EV charging was the one most had written off and it turns out to be the best piece of news with possibly the best partner AFC could have secured.

I'm not a fan of SP predictions but happy to consider SP in relation to MCap and what value the Green tech and renewable sector is putting on these companies. So at 5p we are looking at £350m and 10p is £700m.

Pipeline is impressive and if EQT start to deliver next year and COVID restrictions cease at some point in H1 then the latter is more than possible for Christmas 2021. PE multiple are useless at this stage as EQT growth could be phenomenal and perhaps the IP should be priced in to the mix. The value will be determined by the market.

With a good tail wind maybe in 18 months we could be looking at a Unicorn which is a SP of around 14.5p. Truth is its all speculative but EQT are certainly a very attractive company to invest in at this level and I feel most likely to see the biggest appreciation in the sector. MCap still hasn't caught up yet.

Yeah OK BB2. Just that PPS isn't even on my radar. You are right though it is the first target.

I don't mean PPS. I was looking at CWR

Thanks Haggis. AFC are in bed with a serious EV partner here. The link you provided is well worth a look to see the scope of the market AFC are moving into.

This is why AFC are now validated and will see the disparity gap close on sector peers. This is also only part of the AFC target market. I fully expect AFC to achieve parity with peers over the next 12-18 months.

Aperture, many thanks for the report. Thank you for taking the time to attend and report back to the board. Much appreciated.

Going to be well north of £1 as previous target was based on UK EV market which was a little short sighted on their behalf. Based on the 80 countries ABB have sold rapid charge systems to already I think Zeus may be looking at a significantly higher target price this time. Then further revisions when AFC disclose something similar with a diesel generator/temporary power market partnership. Then again when Alkamem is commercialised.