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‘That Ammonia Cracker value of more than the current market cap of the company will get priced in
Big TAMGO order
Big Acciona order
Big ABB order
Speedy high demand ups their order too’
They are already priced in you absolute 🤡. There’s £25m of orders unaccounted for.
‘So when this goes, it will really move, it is a coiled spring waiting to be released.’
Yet in another post because there has so far been no interest since the capital markets event you said if could be months before we see any price movement so it’s not really a coiled spring is it because that would suggest they all pile in at the same time. It’s just another one of hundreds of ramps.
So you think if AFC deliver on the £27m order book the company will have a value of £300m ? That’s what you’re saying, the broker forecast based on the current order book not including any further orders.
‘Look, if Afc were even the lowest broker target price that is double the share price now. Excluding future orders from Tamgo, Tier 1 construction companies, chemical companies. The Ammonia cracker & any other orders we will get.’
You just don’t get it CN, the price targets ARE based on expected orders ! Why do you not understand that ? If the price target isn’t factoring those in then what exactly do you think it is factoring in ???
From the link below RBC have said - ‘AFC Energy has set expectations for sales of £6 million in 2024 and £12 million in 2025, a significant increase from £200,000 in 2023.’
But we have an order book of £27m I hear you say.
Why the difference ? £6m plus £12m is only £18m, and that’s expected sales !!!
And why is that dum dum ? Because there are no orders from TAMGO, look how long we’ve been partnered with Altaaqa, nothing came from that, just the name on the tin has been changed. The Tier 1 construction companies are already factored in to the not committed order book of £27m, any tier 1 companies will simply be directed to hiring from Speedy, AFC don’t want to be involved in maintenance contracts.
Maybe they’ve taken out all the pie in the sky AB dreams of Zerocoaster, rail projects with Ricardo, Alkamem and all the other products that never came to anything and have priced in what we actually have which is a 10kw and 30kW unit.
The wait will finally be over, AFC will finally deliver their first commercial fuel cells to a paying customer. Looking forward to seeing Speedy and the end users posting this news everywhere ! Hopefully the start of a sustained online avalanche of news, let’s just hope the first delivery to Speedy is a decent number of generators.
And as much as StockCheque likes to regurgitate it’s in final wiring now we have specifically been told that certification won’t be done until next year. Previously we were told it was a software issue delaying then it was wiring if it was a software issue why is the wiring still not done ? The problem is we are never told the whole truth. Why did Southern Oil cancel ?
Why did Juelich cancel !
There’s no transparency and no trust.
You never ever hear bad news from AFC until at least a year after the event, until they have a new amazing product they are pushing. I’m convinced that is why more emphasis is being placed on the ammonia cracker than the 200kw unit because there are still serious issues to overcome.
Days and weeks before the event -
StockCheque - we’ve got the Capital Markets Event on the 9th May, the shorters will be running for cover.
After the event - I wouldn’t expect any price movement for at least a few months.
Comedy gold !