Member Info for Bananaman2

Disappointing drop. Looks like complete overkill. Tidal business must be worth more than current MCap

Thompson97. Worried about what ? Someone selling shares ? This is typical of a market. I ask again, worried about what ?

I'm thinking the next order could be bigger than single units and potentially multi system as intimated by AB. Someone with a desire to demonstrate real green credentials that AFC have been working with for some time to develop their solution. A business that realises that the publicity they will receive for making the transition to hydrogen will out weigh the cost over standard power or diesel generation.

Looking forward to what is looking like a drive towards global energy transition

Start confirming that pipeline of 20-25Mw municipal waste projects and EQT could very quickly become a £500m plus business. Any sniff of a T/O and the SP will be driven up further.

Oh yes AIM. This is still not fair value yet based on sector peers, technology, MOUs and contracts.

When anything else unfolds such as Billingham, Southport, CarbonSole, Ewergy, Phoenix, Wood etc etc fair value moves higher.

When they start construction and revenues start rolling in fair value moves higher again

When energy sales revenue starts rolling in from complete projects fair value moves higher again.

Tell me when to stop........

Use your wife's or husbands ISA allowance. Transfer an existing cash ISA to a stocks and shares ISA. Although found out today that can take 15 days with Halifax and 4 weeks when transferring in from another bank.

Open a spread bet. This is also tax free but dangerous.

I confirm I have too much between my legs and not enough between my ears to be a woman ;-)

Cricketman. With comments like that anyone would be forgiven to think you are a women, but then I assessed the facts and your moniker including the very male noun 'man'

Stokey12, in relation to your 10.31 post my only comment would be that I agree with you.

1. EQT have already said that the equipment identified in the picture predated the Aries patent applications and that the EQT gasification equipment used now is very much more advanced than that shown in the image. Therefore the equipment challenged was not used.

2. Submission was woefully inadequate - pathetic even, opportunistic and conducted by chancers.

3. Prior art is applicable where the equipment challenged by Aries was offered by EQT and was included to support, as you have said, the EQT defence.

As stated numerous times, it is either prior art or there is no similarity and no infringement.

Thank you for taking the time to go through the documents, I am not criticising your efforts I just find it immensely frustrating when the topic goes to 'what will happen to the SP if ?' question comes up. We can see, logically that EQT have a very robust defence and its incredibly unfortunate that they are in this position. However, they have told us in the RNS what their defence would be and that is what they have done.

No, onwards to a great 2021 for EQT and the sector. DP is really leading this business to greatness.

SnipVW. It doesn't hurt to vent frustration from time to time. Its better to remember why you invested and have some conviction you were right. Yes, its very boring at the moment but lets look forward to the next 12 months, the back of COVID and the start of the green revolution. Juts think what the SP will be if VDTK and Paragraf commercialise graphene integrated SPV's. I expect we could be looking at a company with an MCap of £100s millions as everyone will want high efficiency solar. I certainly would.

Clearly that Daz plus a bit of Friday FOMO. In my head we have had a week of consolidation and could be heading into a news rich period. Half expecting a further push as we await ExE news, which is no more than a significant milestone and 'multi system orders'. So far AB had made statements and delivered on these from the last few RNSs. AFC is looking like a great value stock at this level with a lot of upside

Stop assuming the worst. Aries claim is opportunistic and weak. They have used pictures of an EQT gasifier that predates their own patent application dates. 'Prior Art'...... Go read about it and what can actually happen to Aries so called patents should EQT wish to counter claim.

Any suggestion that the EQT gasifiers are not as per the pictures then they do not infringe and Aries still don't have a case.

Get a grip and start thinking logically. Its ridiculous. Doomsayers. Worst case scenarios. Great to wake up to. This has all been discussed back in August in detail. Let EQT and Phoenix deal with it. Some seem more bothered than they do.

Well said V111JAS.

Another thing I am not going to get drawn into. Too many opinions and not AFC relevant.

Don't stand a chance where I live. House prices have risen to levels that mean some have 500k net asset value but doesn't make them wealthy. Perhaps had two working parents, now down to one income, barely paying the mortgage and bills and bang, there you go. You have a house worth £1m and a mortgage of 500k. You owe us 25k. How can that be justified.

Same as when the government decided to stop child benefit if one parent earns 50k or more. So if one parent earns 60k they get nothing yet two working parents on 50k get the full amount. How is that right ? Who needs it more ? The family with 2 incomes, 2 tax allowances and a 100k per year or the 60k earner.

They think up some real sh..itty ideas

I guess I would go an get myself a mortgage just to ensure I don't have an asset over 500k.

Even mentions selling assets to pay the tax. What bell end thinks this sh..it up ?

Absolutely ridiculous idea.

They can fook right off with that one.

Yes. Plus a possibility of Wood's review of the equipment and the market for EQT and potential collaboration

Green Value Hunter. The best way to look at this is comparing the market cap with the sector, assessing the pipeline of business and the EQT strategy to own or have a large stake in the projects rather than simply licence or sell the equipment, the significant value of commercial opportunities returned in H1 2020 (€205m).

Does a £75m valuation look like the peak ?

Construction revenue from Deeside estimated to be in the region of €35-40m. Annual revenue from gate fees and energy sales for Deeside SPV estimated to be in the region of €20m. Operating and Maintenance expenditure for Deeside SPV will be paid to EQT under a operate and maintain contract worth perhaps €2m per year.

This model is the replicated at Billingham should the option be available and upto 25% at 3 x Carbonsole projects plus Southport and then reference to more project with Logik in the North of England.

There is also the Ewergy pipeline and the US contracts.

Greenvaluehunter. Only you can make that decision. If there is any sign of weakness I am cash ready to add. Just wish I had done it at 0.48p