Member Info for cromer

Even if AFC lands chunky looking revenues of about 28 million dollars next year, they'll still be making LOSSES of about 2 pence per share.

Pretty dire for a company fast running out of cash and in a sector where sentiment

has turned against it.I think the bit of ideological subsidy from the government will already be factored into those forecasts and to their cash runway guidance.

Analyst consensus here ..

hTTps://uk.finance.yahoo.com/quote/AFC.L/analysis/

PS to my last post you can that peanut 0.01% reduction on the short tracker site. I expect the board header here doesn't report anything below a 0.5%threshold

The tiny short by GSA Capital NOT closed. Just reduced slightly from 0.5% to 0.49% - an utterly trivial 0.01 %

HTTps://www.msn.com/en-gb/money/technology/uk-green-buses-to-run-on-fuel-shipped-3-000-miles-from-controversial-saudi-megacity/ar-AA1EaouC

A couple of comments in particular stood out for me ..

"But there are major barriers to using hydrogen at scale and currently the vast majority of hydrogen is produced using fossil fuels. This is called grey hydrogen and still produces vast amounts of carbon dioxide in the production process."

and ..

"A Government spokesperson said: “We will not be supporting any ammonia cracking projects at this time, as we are prioritising support for primary hydrogen production in the UK."

Interesting link posted on adv ...

hTTps://www.thisismoney.co.uk/money/diyinvesting/article-14667791/Director-dealings-shares-bosses-buying-spot-matter-most.html

Response by me..

However, note how tiny those following percentage rises are, even for when the director buys are for a high proportion of the market caps, hardly the case here.

AFC is in a dangerous position of cash running low and forecast losses. substantial losses forecast (despite rising revenues)for at least the next few years, and a shift of sentiment against green energy/net zero hype.

In cases like this I think experienced investors will see cluster buying from directors as a red flag - an orchestrated attempt to prop the share price up before a heavily discounted fund raise.

Pretty grim

hTTps://www.forbes.com/sites/garthfriesen/2025/03/22/lab-grown-diamonds-boom-is-it-game-over-for-mined-diamonds/

The world is already awash with labs offering certified mpox test kits.

"Considering the availability and accessibility of monkeypox (mpox) tests, FDA has not been accepting notifications submitted as described in section IV.A.2 of the guidance and received after October 13, 2022, for monkeypox (mpox) diagnostic tests developed and performed in a CLIA-certified laboratory."

hTTps://www.fda.gov/medical-devices/emergency-situations-medical-devices/monkeypox-mpox-and-medical-devices#Cleared

Father - sure, they can do a consolidation so as to be able t issue more of the new shares in a fund raise. But the problem is the effect on both the likely effect on the value of investors 'holdings and the amount of money they can raise.Maybe best you read the actual article.

As for your rant - briefly because it's so boringly typical - there's nothing worthy about supporting a company which performs terribly for its investors. Dismissing critical analysis and constantly trying to talk up the share price instead, is what all too often leads to financial misery for forum bulls.

another damning piece from editor of sharepro

https://*************.com/views/70758/versarien-and-par-value-making-a-refinancing-ever-harder-target-price-still-0p

"Kroner not orders then! "

Indeed - credit for conceding that !

As for me "making up"costs as I go along, as you put it, I did say they were a guess - though I think a pretty reasonable one. A rather paltry 5% operating margin is quite common for large scale production where there's strong competition.

I used it to illustrate the difference between exciting sounding orders given on promo videos, and likely or possible actual profits.

These are volatile times for costs, so for the overall backlog and likely yearly earnings I doubt we'll be much wiser after Monday

So just under 7million pound sterling in sales ad I'd guess around 350 grand operating profit on those.. Maybe no positive earnings or cashflow at all after fixed company costs.

"Backlog of 92million orders. "

Kroners - NOT orders ffs!

Indeed, and revenue- not earnings

Rees, sure, but if you're carping at my figures (?) it's the RISE in Wyld's market cap of about 3million after the agreement that's relevant to, and should warrant, only about a 700 grand rise in Tern's market cap.

loads of detail and number crunching here ( behind paywall though)

https://*************.com/views/69810/breaking-tern-another-disaster-looms-at-the-jewel-in-its-crown

The website is out of date. Tern gave the latest on Friday's RNS (27.5%).

So as others have pointed out ,since Wyld's market cap is only up around 2million quid that should only warrant a rise of about 700 grand for Tern.

Not plus 10 million !

Short selling activity in tern is LOW

https://markets.ft.com/data/equities/tearsheet/summary?s=TERN:LSE

There were actually 1.63 million Wyld shares traded on Friday acc to the FT.

https://markets.ft.com/data/equities/tearsheet/summary?s=WYLD:STO

Just pasting this over from the other board ......

Edmond - Tom w did - lots of times, long before the big crash. A shame for you that you ignored him, or weren't aware. Might be a good idea from here if you don't ignore his circa 0p price price target , endorsed by the bond wizard W Shakoor.

!bilf - I haven't checked but were previous cautions quite as stark as this

"Furthermore, the Company does not have sufficient working capital to cover forecasted expenses for the next 12 months, and does not have cash inflows and/or adequate financing to continue its operations."

SteveV -- "• refinancing the Senior Credit Facility ("SCF") to reduce the Company's cost of capital (see "Capital

Resources and Liquidity – Indebtedness"

Sounds like a partial debt for near complete equity swap to me. Involving a hell of a dilution, for current holders, and probably the real reason for the huge consolidation being mooted and played down.