Member Info for Beachboy40

This forum is, as always, lacking in substance!

It was clear to any sensible investor that the upcoming news wouldn't be about revenue, but about the outlook!

What about Phase 2 with the S&P 500 partner?

What other news is there?

Many here are simply a joke!

They post several messages every day, mostly negative about the company, and then deny they're shorting the stock! ;-)

Dear people, you're shorting the stock, or you have mental health issues and no personal life!

Leave your computer alone for a few hours! Start living in real life!

Revenue figures won't be relevant until mid/late 2027 at the earliest!

Besides, serious investors don't value your opinions!

It's about hydrogen transport and the infrastructure for it! The cracker is the key!

Hydrogen is produced from ammonia, and therefore ammonia makes hydrogen much easier to transport.

I believe Air Products is our S&P 500 partner.

Https://www.linkedin.com/posts/liquidhydrogen-mobility-airproducts-share-7458186838084616193-e2rw?utm_source=share&utm_medium=member_desktop&rcm=ACoAADks2GgBkunp_06COeAvjwy0Pbc1kWU2ty4

Sounds like h-power is running in the background

Https://www.linkedin.com/company/h-power/jobs/

A company that has no chance of generating revenue isn't looking for new employees!

I'm excited to see this project gain momentum! The outlook is better than ever!

Https://www.justgiving.com/page/rebecca-threadgold-2?utm_source=CL&

https://www.linkedin.com/posts/sarah-quinn-43314739_our-h-power-football-team-will-be-participating-share-7462090253554688001-bi3b?utm_source=share&utm_medium=member_desktop&rcm=ACoAADks2GgBkunp_06COeAvjwy0Pbc1kWU2ty4

Https://fuelcellsworks.com/2026/05/19/energy-innovation/national-highways-pilots-groundbreaking-green-hydrogen-on-merseyside-scheme?fbclid=IwY2xjawR5bkNleHRuA2FlbQIxMABicmlkETF1THZVZkdnYkZWUjZha2Nuc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHgW-tXB_RN0vX4Ym6fLndpkhUfoVr3yItr0yqGlhq_gbGmr3pkmja9_ewGI-_aem_5U35hlzRwxhOie0ENGAdRg

They've changed the terms!

Initially, they only talked about a cracker with a capacity of up to 4,000 kg/day. This agreement has been expanded! Now, crackers with a capacity of 10,000–15,000 kg/day are needed. And, according to Wilson, the official announcement will be made once this is achieved and orders are received!

The increase could be due to the private evening! This event may have convince some investors!

The situation could be similar to that before ABB was published. There was also a continuous increase before!

Maybe you could be right. I expect the announcement to be in September/october a the earliest.

But then it should start, because according to Wilson we should also have orders for the big cracker.

We already generate income from the sale of hydrogen!

And i am not just assuming an order of one cracker!

Unlikely. The announcement will only take place after the completion of phase 2 - supposedly we will then have a cracker capable of up to 15000 per day and have orders for it! Currently 65% is complete!

Interesting article. A contract like this for AFC in the hydrogen sector would be great.

https://www.linkedin.com/posts/luc-ferreol-b1263914a_greenammonia-hydrogen-energytransition-share-7449550621877153792-d6gu?utm_source=share&utm_medium=member_desktop&rcm=ACoAADks2GgBkunp_06COeAvjwy0Pbc1kWU2ty4

*cheaper*

Https://www.linkedin.com/posts/frank-yu-envision-energy_greenammonia-energytransition-hydrogen-share-7449712882784686080-6kJj?utm_source=share&utm_medium=member_desktop&rcm=ACoAADks2GgBkunp_06COeAvjwy0Pbc1kWU2ty4

green ammonia is than grey ammonia

Great post!

The global situation and high diesel prices are opening up market entry opportunities for us more quickly, and it shows us that we should become more independent – ​​hydrogen is the solution! Almost anyone can produce it – not everyone has oil!

A lot of "weird" people post here every day, and I'm not talking about CN!

Stop talking about Helikon already. They, just like us, have no insight into the whole thing—otherwise, they would have sold off even more shares last August at a lower price!

The S&P 500 is "coming soon," says JW—and then Phase 2 with crackers capable of producing up to 15,000 kg of hydrogen per day will be completed, and we'll have sell orders (he said that at the last presentation!).

Do the math for yourselves; if that's really true, the company could go down a similar path to the oil giants.

Https://www.linkedin.com/posts/emma-jayne-guthrie_construction-ammonia-fuelcell-share-7434612347685482496-5m0o?utm_source=share&utm_medium=member_desktop&rcm=ACoAADks2GgBkunp_06COeAvjwy0Pbc1kWU2ty4

You're talking nonsense, Aldebaran!

We have 15 units ready for immediate sale! Production can be scaled up to 6,000 units per year!

We're already earning 4 million this year with just 4 Hy5 units!

And all of AFC's presentations are geared towards 2030 – 850 million in revenue, etc.

Regarding Hy5 production: Currently, around 50 Hy5 units per year can be built in Dunsfold. Should demand increase, a manufacturing partner will be sought – but it won't be Volex!

There will also be no new fundraising in 2026 or 2027!

At a price of 10/kg of hydrogen, AFC earns 6!

In general, JW pointed out that the company's margins are around 40%! That's very good!

There's a lot of nonsense being written in this forum again!

15 units can be sold immediately, and production can be ramped up to 500 per month.

Furthermore, AFC can produce 50 Hy5 units per year itself. Should demand increase, a manufacturing partner will be sought!

I think this situation could even help us – high gas and oil costs – that wouldn't have happened with ammonia/hydrogen, and as a company, we would be independent of such situations!

Hopefully, JW can use this!

We probably won't find out today who our mysterious S&P 500 partner is. But I think it would be helpful for us... let's hope an RNS joins us soon (in the next few months)!

Also, it would be great if some of the events mentioned in the last presentation happened sooner. JW is smart and certainly didn't set the timeframe too tight!

It's strange that the share price is missing. Every investor knows there are no sales figures. What's important is the outlook and how quickly and how many Hy5 units can be delivered!

There will be no capital increase in 2026! The proceeds from the last one will last for two years!

In addition, there will be revenue of EUR 4 million from the first units.

Furthermore, the development costs will be reimbursed by the S&P 500 partner (for the big players!).

They will also receive subsidies of GBP 3.7 million for 2025/26.

Revenue growth: Analysts predict a sharp increase in revenue to approximately GBP 31.7 million. Estimates suggest compound annual growth rates (CAGR) of over 100% for the coming years.

Product launch: The new LC30 fuel cell generator (30 kW) is expected to generate its first revenue in 2026. This model is approximately 85% cheaper to manufacture and 50% more compact than its predecessor.

Hydrogen production: Through the joint venture with ICL (Hy5), production of nearly one ton of hydrogen per day is expected to be achieved at the Port Clarence site by the end of 2026.

Cost efficiency: AFC aims to achieve production costs of £10 per kg of hydrogen by the end of 2026, which is significantly below the current UK market average. Reorganization measures are also expected to generate annual savings of approximately £1.5 million from 2026 onwards.

Burn rate: Prior to the strategic realignment, the monthly cash burn was approximately £1.3 million. Through reorganization and cost reductions, AFC aims to achieve annual savings of £1.5 million from 2026 onwards.