Member Info for Bondy123

Isn’t he now constructivenews?

Is what this is...

Excellent development, and definitely something to shout about.

Anyone going to DJ's leaving drinks?

You’ll notice Gary Bullard has liked the post……

Constructive news - remember after the results I was speculating on who the asphalt company could be? It could well be Tarmac, owned by CRH which has market cap of some $50bn.

Another one, great!

It is for electrolysis.

"Please explain to the rest of us how this project is great for AFC."

No - figure it out for yourself, I gave you the information.

Additional Resource on Why....

https://nationalhighways.co.uk/our-roads/lower-thames-crossing/environment/carbon/

Https://www.ft.com/content/92b98c54-56de-46f1-a762-7a4a49d6c446

This is great news for AFC.

This is a rubbish analysis CN.

Firstly, there is a need and a place for both electrolysers and this technology. Where it is 'cold' there is probably wind, like in the UK, which also has lots of offshore windfarms, so you get to a place where you can make renewable hydrogen quite easily by using windpower to split water.

With Ammonia, it is being produced some place far away, you have to get it to the UK first - and we're currently unaware of how much of it is actually 'green'.

The reality is that the demand will be high enough that both have their places.

‘It is possibly the expression of world weary and entirely justified cynicism but it just feels like the same old smoke and mirrors yet again’

I actually agree with you Snork - I remember the power towers were launched in a similar fashion around a set of results that actually signalled delays. It is important because it is now not revenue that will underpin our valuation, it will be sentiment and it seems they are confident we will see increasing sentiment, particularly towards the cracker.

What I would say though that now is a possible jumping off point, or a point to double down. I’ve slightly increased my holding based on the fact that any ‘bad’ news has been priced in. Whether I’m right or not, I guess we’ll see.

As an example, the 12.24 buy of c75k shares is mine - it was a buy but showing as a line in red and a sell.

Chairmans Statement - 'Advanced discussions regarding development and deployment of large scale cracker systems'

CEO Statement - 'Discussions are also underway with potential partners for large-scale deployments in energy- intensive sectors, such as asphalt production'.

https://www.shell.com/business-customers/bitumen/road-asphalt-solutions.html

https://www.procurementresource.com/blog/asphalt-producers-in-the-world

https://www.tarmac.com/ - $65bn Market Cap

Now is the time to close the short IMO.

Anyone interested in looking in to this !??

Significant deployment there in the Middle East through tamgo.

Separately they mention conversation with a leading asphalt producer. Shell and BP are the leaders here in the uk….

Interesting development, and relevant, thanks for sharing.

I don’t think there is manipulation by market makers - this is a lazy conspiracy theory.

Realistically, the prospect of war, or escalation of war has increased dramatically over the past couple of weeks.

Secondly, the outlook for inflation has also suddenly gotten worse.

Thirdly, big corporations like bp and Bosch are pulling out of their hydrogen projects, so the sector is taking a hit.

Lastly, the company has nothing to say and time is ticking.

Now, doesn’t the above sound like a more reasonabl explanation compared to speculative theories about market makers? I think you’re overestimating the importance of afc, based on its importance to you.