Member Info for Bondy123

Its 30 tonnes per day, we’re no where near that level yet.

Exactly the right pies to blow this stock in to orbit.

Https://ammoniaenergy.org/articles/port-of-rotterdam-on-the-cusp-of-commercial-ammonia-bunkering-operations/

It's expected to be a low revenue year, we know that already though.

Probably red diesel, but we’ve got to be happy with the projects we are involved with including lower Thames crossing, hs2, brett aggregates. Plus most major construction companies have been testing them, so when they are available for mass deployment (presumably 2027) were well placed. I.e it’s 2027 projects not 2026 that are realistic for mass deployment.

I’d bet it’s air products. It’s there staring us in the face…

Honestly, is it just me who thinks this is a really odd hire? Why would you hire an analyst to lead your commercialisation strategy? Really scratching my head.

I remain invested, but this is appointment is as weird as the blokes glare.

Why have we hired a CSO that has zero experience working at an actual fuel cell / cracker business as a CSO. It's like hiring a football pundit to manage a struggling team.

I get the point about advising and positioning the business to investors, but isn't that what we pay the brokers for anyway? Why do we need to hire their bloke when he has zero experience executing on the job at hand?

The only rational explanation I can think of is that they want to ready the business to be sold off in one or two parts, and that's where Nick's appointment makes complete sense. It does not make sense in any other context. Happy to be challenged, if done respectfully.

Despite that it’s not exactly what I want to hear either, there is a difference between posturing and showing confidence and actually delivering.

Director buys are something that we’ve not had the pleasure of seeing much of, but the more important lever (a solid sales and delivery pipeline) still alludes us.

Both sides of the argument in this thread are right in their own ways. Signs of execution and delivery is what we need to see. The new management have set what seems like a very comfortable timeline to deliver things in so we may have learn to become patient, as difficult as that is, including for myself.

Sturmtrupper - in any case GB’s buys show high confidence at both price ranges - they are really loading up more than any rate of any set of directors in the last 13/14 years - it is really quite unusual in the historical context of AFC for directors to be showing this much confidence. It is this group of people that know more about what is actually going on than anybody else. It is making me more confident to hold on and potentially add.

It was around 8.40 something - £4.5k c 47k shares

Mine is showing as a sell.

The truth, I’ve joined you today - 9.4p. That’ll do me.

Are you Adam, are you Adam, are you Adam in disguise!? Are you Adam in disguise?

Ade I hadn’t even read what you’d written here before making my post.

Just this one time, I will agree with you.

I’ve been thinking about his comments about shareholders taking responsibility and have come to the conclusion that was completely out of order. He even tried to defend Adam bond in the same breath. He should not be so arrogant because he has not achieved anything yet at AFC where shareholders have been lied to for years. His arrogance will come back to bite him on his a*** should he fail to deliver here or decide to sha ft long term shareholders. I think it was just plain rude.

Excuse typos. Pre coffee.

Daz - in answer to your question is that we have to prioritise our limited resources so that we get in to a position where we can create more than one in a relatively short period of time. This requires containerisation and certification which is the stated goal. Further with what mounts to a redesign for lower cost, it’s clear the fuel cell needs to go through this process too.

To me, it makes complete sense. I’ve said many times over the years on this board that we’re focussing on too many things at the same time. I’m happy we’re focussing on speedy. We’ve removed the ability to baulk or think too much about the cost. Should they be happy with technical and operational performance we should be in an excellent position to ask them to reserve capacity of our manufacturing capacity, and relatively soon.

As it stand a the new, packaged hydrogen supply and fuel cell products will start to come online roughly at a similar time. That means between now and then the biz dev work begins. Part of that involves some 20 odd systems being out there l, hopefully exciting clients. It is exciting to me that Balfour Beatty, Kier etc are coming in and out of our doors. AFC can genuinely claim they have built these systems with industry with or without a proprietary stack. This is a bet that we have the partnership, experience and good will to make that bet. Further our proprietary stacks can still be developed for lower cost in the background so that we retain the benefit of the historic investment.

No one have any comments on the fact that our fuel cells have someone else’s fuel cell inside them now?

'That deal was like selling £10 notes for a fiver'.