RE: Peel Hunt6 Feb 2025 16:41
I think this one, because the market opportunity to displace diesel generators is huge, and AFC is well placed, in the UK construction industry at least. If you know me as a poster, you'll know I've been calling Bond out for a long time. And I don't get on the 'you're a shorter' train. I don't think comments on this board impact anything. Which is why the rampers don't like me either.
With that said, as much as I have criticised Bond over the years. We at least have some packaged products that look like they can be manufactured with some demand, a couple of promising partnerships, and a reasonably interesting cracker unit that needs a partner.
Delivery seems to be the challenge for fuel cells, and whether that is surmountable or not we don't know but seemingly, these people would give us a good chance of doing so. Melvin, perhaps I'd understand more if you said why you're continuing to hold?