Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Good point cono, the specific number is clearly important, also who the order is from, and for what use, with growth potential. The SP reaction will come from assessment of the particular market entered.
That said, answer to your Q: needs to be above 10 units.!,?
Does anyone have any reasonable, well informed, expectations of what might be part of the gov’t H2 plan.?
The H2 plan is the third following on from the long-term solar and wind power implemented decades ago.! It must address production/supply, safety, and the economics.v. nuclear, etc. It could represent the major part of gov’t energy policy for the next 20yrs, and with tech changing so rapidly it makes sense that the plan will need to have a variety of options without too much over reliance on single factors.
And very relevant will be how coherent the plan appears at first glance.
With the volume increase, 3m yesterday, and the SP+%, it looked to me that interest arrived alongside the pending gov’t H2 strategy announcement. An RNS early today looked 50/50, no news makes no difference, as there will be some soon enough. The rise in volume needs to reach 7m+ to get this back to £500m Mcap to meet the news of progress. IMVHO.
And there is still the gov’t H2 plan to come.
Thanks taskmaster, another v.interesting article, not least the last sentence: “the long awaited GB H2 policy is expected to be unveiled this week”.
Nice find surrey, thanks. Increasing the production and availability of hydrogen is a key factor in the progress toward a more H2 ‘dependent’ economy/infrastructure. Agree there will always be questions around nuclear, and as you say, it is there so best use it and minimise waste.
“missed something.?” …ABB.
While there has not been any clarity, or even barely a mention, of the long awaited policy toward any form of a hydrogen infrastructure, that must be change in the next few months.
With the global environment conference in Glasgow getting closer, the GB gov’t must reveal how far they have comprehended the urgent need to transition to clean energy.
Mr Bond has repeatedly stated that comms between AFC and gov’t are not out of the ordinary. Where as just 6 months ago the gov’t could look ‘quizzically’ at AFC and question the ability to supply on scale.
AFC have been busy this year. First FuelCell used, deals negotiated, funds raised, the Capital Markets Event, new production facility, increasing numbers of employees, and maybe a seat at the table deciding gov’t H2 policy.?
I have no doubt that AFC are progressing the business, and I feel there to be no need for news until worthy news. And that might just coincide with the long awaited gov’t H2 strategy.
There are 3 factors that have been designed into the AFC system: the components are either off the shelf, or readily available, with little to no precious metal required; the fuel is substantially cheaper, readily available, and more efficiently stored/transported; and then the electrical efficiency is as high as any FuelCell.
The diesel gen market is huge and clearly the customers that are construction firms will be looking at all the variables prior to the switch.
Completely agree fourle, linkedin etc along with Stade construction updates was for us excited shareholders. Not necessary now, business to get on with at AFC.
Well spotted Kev, thanks for the tip.
Might happen slowly or quick.?
Thanks for that ‘discussion’ dwofch, the point is that currently AFC will be subject to sector sentiment, while also being capable of breaking out of that on specific news. The sector has been ‘revalued’ recently to AFC sp detriment, and consequently offers a good opportunity to buy at least up to 500m Mcap, although another 4-5wks without news will inhibit the sp even re-entering 40’s. Alternatively, a steady stream of news flow leading to a big announcement will offer a break-out.
Croq, ta for comparisons.
While there is good reason to suspect sector sentiment will affect SPs, the positions of AFC, PHE, etc. are so different as to reasonably be beyond comparison.
I sold PHE @10, expecting 5-6 buy-back. 2-3 now looks tempting/risk involved, and long timeframe with possible spikes.
Mcaps are key indicators, with volume and news.
ABB likely to be following those sort of stats very, VERY closely, …thanks Hmch.
Obviously agreed dude, as a brief summary of recent activity, announcements, trading volume, etc, etc, etc. Maybe unsubstantiated is a better word to describe movement.?
A NO REASON fall, likely sector and general are the culprits. NO news, no volume: no reason. Still broker fair-value 200p (approx).
Zq, was there not a very strong rise indicator very recently.?
Dude, give it up.! News on sales will come when there is news on sales, not before and not after. You have clearly DYOR and have evaluated that when AFC have negotiated a deal to supply FuelCells then the share price is likely to rise.!
This is a thread for anyone spotting any signs that might indicate a trading pattern change, technical analysis.
Might help you to try it.
Nearly 4m vol, B>S, fall likely general related, regain should be soon, might even gain momentum with charting support.
Could be a very interesting option, especially as exposure for green credentials. The festival creates a virtual town for a week, and would likely require something in the ball-park of 25-50 containers (?) so it would be a worthy business opportunity. Then there is the question of how that installation could be arranged either as a purchase or rental. They currently likely use diesel so there will be a clear cost comparison, although the AFC business model to supply short-term power generation is alot less clear.
Nice one rogk, that 5m vol came out of the blue, virtually B=S. Regular 1.5-2.3m vol of past weeks so will be interesting to see growth in volume.