Member Info for Bondy123

"£27M isn't ACTUALLY orders though, is it? its weaslewords that don't actually say ORDERS, there's a little word that says "Committed" whatever that means, a bit like "Qualified" and "Cumulative"......all words that are ambiguous by design......."

When I find myself agreeing with one of the so called de-rampers on this site, it is surely time for AFC to start showing the delivery.

To be fair, we don’t know whether there have been deliveries or not, we will only find out at the next update, or if someone sneaks a peak somewhere. With that said I agree with the production point you make, TV.

With respect to Tamgo, i think I’ll be forgiven for saying I’ll believe it when I see it. I.e an order for some units. To this date, they have ordered precisely zero.

I’m sorry to say this, but this is another example of ‘non-news’.

sono***un - although i disagree with most of what the derampers say here, would you agree that this could have gone faster if afc had prioritised its resource towards the product it had on hand earlier? it seems speeedy and everyone else is waiting on afc to get these built. speedy are waiting, acciona have been waiting, abb have been waiting… afc have been building a protoype for a cracker with half of its precious resource (that is shareholders have been paying for) and that’s a decision that ab has taken. i.e let’s pick up another project rather than focussing on what we have after multiple years of trial and error.

afc, and us shareholders cannot continue to support adam bond taking afc off track. we need the discipline to ruthlessly prioritise and to see things through. all in my personal opinion.

Whilst I appreciate these milestones have been met and great for the long term, I do agree with the critique that the product we have in hand must be the priority. The very short term focus needs to be to look feel and smell like a manufacturing company that will easily meet its obligations to Speedy with the 30kw specifically.

For me, everything else is peripheral and won’t help a sustained rise. I am also of the view that revealing the cracker 2 agm’s ago was a risk that the board took to add ‘value’ to the underlying company. I feel like that value was not realised and in some respects the gamble didn’t pay off. At least, it hasnt paid off yet and (as far as supporting any fundraise is concerned) which highlights the need to truly prioritise and focus on the deliverable solution at hand, the 30kw. Remember, afc is a company of a certain size and physically cannot be everything to everyone at once. For me it’s clear that as far as the market is concerned, after this amount of time, it needs to become a revenue generating company (which it is) that is demonstrating the capability to grow revenue and delivery exponentially. It’s only at this point all of the benefit and value from the more ‘peripheral’ work will be realised.

I.e the market will get excited about the 200kw when afc have proven they can get the 50kw out of the door at scale, until then , it’s merely an interesting tidbit of news in my opinion.

I am pleased with many aspects of the company’s development, but it is any news round the 30kw / 50kva that is most interesting to me when considering factors to improve near term share price growth. And before anyone jumps down my throat I’m aware of the cracker opportunity, but my thoughts hold and that’s my opinion.

Welcome any reasonable challenge. Dyor.

Hardly onwards and upwards is it?!? The share price is languishing in the 16’s, and the company hasn’t put anything out about Tamgo, a cracker partner or anything. So back to sitting and hoping that Bond can deliver a sufficient amount of fuel cells to support the current market cap. Let’s hope for a better week next week.

Stockcheque / Haggis, as much as I agree this is junk from Ade, it is no different to your utter garbage and junk claims that MM’s would not let this drop below £500m mcap.

You’re just as bad as them.

I do not generally disagree, they have said themselves this is a year for delivery, so we will see if it is. There's 4 months to churn out some systems and get them in to market, it should be enough time to get a decent number out.

TBH I wouldn't expect the news from Speedy to move the SP, we already know we will be getting demand from Speedy's current and prospective customers, so it's nothing new. The next SP moving news is surely on a Tamgo order, as suggested in the fundraise communications.

Great to see partnerships such as that with AFC are having an effect on new business wins for Speedy, this is great fodder for AB when speaking to new distribution partners.

Why are you defending even this decision, stockcheque!? I have been a loyal shareholder for over a decade and could not participate. It was highly irritating.

Stockcheque - seriously, this ramping doesn’t do anyone any favours. You’ve consistently been proven wrong on many of your ramps. Give it a break, ffs!

To the serial de-rampers. Afc now has about an 18month cash runway. During the next few weeks and months we should see Tamgo orders and speedy deployments at pretty high profile locations and partners. This will ultimately underpin confidence in the business, I believe. There is still the strong possibility of a cracker partner which was also good value.

This drop is overdone relative to the raise. Yes, I believe the capital markets day was used to drum up interest in this fundraise, but I think now is when the news will start to arrive. As ever, we shall see, but that’s my view.

Looks lovely doesn't it?

LSE's Directors offer a service that they try to sell to companies to help manage reputation. Look it up....

The answer to that is obvious isn't it? During the course of the next couple of years as Speedy meet their minimum commitments to the JV.

Why should he let them lapse? He stands to gain massively if he keeps them and can hit the strike prices and targets in those conditions. We would all be happy if he did, if anything I think it shows confidence both on his part and also from the company who have effectively given him their endorsement by allowing him to extend them. To his credit over the past few years Adam bond has really delivered some significant milestones. A tested and packaged product with a partner like Speedy hire, one of the most prominent plant hire companies in the UK, with some clear indications of demand from some major players.

A partnership revealing a serious cracker planner could send this in to orbit and I hope we all get rich.

A very important milestone has been achieved. Going in to the capital markets event the company can validly describe how they will scale to new demand. This is massive news. There’s clearly demand there from Speedy and seemingly Tamgo to service. A big step forward for the company.

How is the report 'horrific', Melvin, you b3ll end? It's actually a great report. There's £27m in the pipe. ABB is still active by the way, @Garonne .......

Guess you were wrong, Melvin?

Sure you’re happy with that Melvin. Great start.