Member Info for Bondy123

Lovely to have a blue day, long may these continue.

Website looks great, and the two features that stand out to me as progressive are the product availability and information section, as well as the make an enquiry. Overall the website is a positive step forwards.

I am still wondering about the nature of scale up though, there’s not one sales or marketing Role, so either they a) already feel they have enough sales and marketing staff in place (doesn’t seem likely?), b) pursuing a 100% or close partner sales strategy, or c) deciding that internal sales and marketing is not the top priority in the near term d) all of the above.

For me, this points to AFC knowing where the initial orders are coming from, and knowing what level of initial scale up they need to deliver whilst they finalise the other products. All we’re waiting for is the next wave of contracts and products before we fully scale up sales and marketing? All imo

Alt - I’m with you here. I’ve watched it again a few times and it is a good video considering the type of company is and who it is marketing to - it is more than appropriate.

More importantly, Afc have produced some kind of marketing content and it’s something I’ve been thinking about for some time. This type of stuff does help the sales process and I’m glad this has been produced. I hope there’s more of the same showcasing some of our products. Furthermore this is evidence that the company is very much alive and kicking and might spring a surprise on us yet. Long and strong. Not too worried. Cautiously enthused.

Seg, you Conman Basher !

Saying that, is it me or is the english a bit bad in the text?

I like it! Looks professional.

Southernhay, thanks for taking the time to write to the company.

Seeing as this is directly aimed at me, I’ll respond. I stick by my posts 100% as true representations of how I felt at any given time I posted. Good night.

Alt, I agree people expend a lot of effort on here either way, and am also open to the fact that there are shenanigans going on both ways, ramp and deramp.

I've had enough, I'll remove myself off until the next update. I need to take a break from this board anyway to get the day job done.

Feel free to be optimistic. Feel free to express concern. Good luck to all wishing the SP up until then.

I appreciate people might be hurting because they have lost money here. They need someone to blame. Rather than look at the macro economic situation, also the delays to delivery and communication gaps here, they think people commenting on this board are somehow responsible for the share price falling. Unbelievable. If you think it’s that simple, you should not be investing, let alone in a company like AFC.

One last thing on ‘shifted attitudes’. Do human beings not change their minds as and when they are presented with changing information and circumstances, or are we born with set opinions that should never evolve an change? Should we all robotically follow Adam Bond like we’re in one of those cults?? No thank you. I’m interested in seeing a business being built, so there is progression in the share price. I am investor so I have a say and won’t be gagged I’m afraid. I come to these bulletin boards to sponge relevant information and express my honest view at the time. And I will continue day after day. Rant over. Thx :)

I’m either subtly deramping or being shot down for ‘turning positive’. This is exactly what’s wrong with this board. Good luck in you day.

Jhonnyboy, I’m free to express whatever view I want here. I suggest you go to the telegram group if you don’t like what you read but I couldn’t care less about what you think you know. You’re paranoid.

MPO, we’re all hoping there’s no more tweaks left. Let’s hope not. For me (and for once) I can see the path to sales in this specific sector (construction) can’t say I see it as clearly in others (yet), but inn construction it looks like it’s coming together. FWIW, the power tower does look like to me like it’s a final product. I’m sure it’s been rigorously tested by now, and there’s some degree of confidence it will work in the field. I hope there is a good comms plan to potential customers and the industry as this use case if proven out over the coming weeks.

Jonnyboy, who are you referring to?

Cheekyboy, would you believe it if I told you for the first time in a while I actually did yesterday? Lol

I would not settle for 100p that’s for sure. I’ve been here that long. If this company can make it to 735m market cap, it can make it past £1bn. That’s what I think.

MPO, the specialist buys the units from AFC and turns a profit from both leasing the unit over its lifetime (assuming the units will have close to 100% lease out time), and supplying the fuel at a mark up. I’m not sure I understand your question?

I'll add two points that tread the line between the camps.

1. DW (against whose name this thread was started) Has been consistent in his criticism of the communication coming out of the company. I share his view about 70% of the time. Sometimes though, I think he's too hard and expects too much, or thinks the company is ahead of where it actually is.

2. Adam Bond Proactive Interview - From 6 minutes onwards - I share Adam's optimism and excitement that the final products are 'literally in the field' and we're showing what we can do. Critical to this is a) Delivery b) Performance Feedback c) Communication d) Subsequent orders.

With the first units being shipped out in the coming weeks, it is highly likely that the next quarter there could be the first initial orders of power towers at scale.

i.e 4-8 Weeks - Trial on site, then an appraisal of how they work, then a commitment on 'x' number of units please - at which point the lease company's take over? Important also that they are on 'commercial lease terms' - this also shows the lease companies the terms by which they can lease the same systems out to the market, and also, potentially, from supplying the fuel.

All IMO

Alt - no I don't think I'd have found a common ground with Jaknife, similar to how I don't think we can with Haggis.

TBH - Im of the opinion that Bulletin board 'sentiment' does not affect the share price. I think it is a good think to be able to browse through polar sides of the debate. For me it's about finding that nugget which is a genuine cause for optimism, and also be on the look out for the genuine cause for concern, balanced with my own 'primary' research. For that selfish reason, my wish is that everyone remains here where I can absorb and consider all sides of the debate and come to my own conclusion.

Currently, my conclusion is : There's products going out in to the field in some fantastic locations. Leasing companies will be looking on and becoming a real and increasing opportunity. Key product development milestones are to be hit. AFC needs to improve communication and website. There's still plenty of cash runway to get this to a point where we're taking in scaled orders.

For that reason, I'm calm.