Member Info for Daz9643

Ald, this is moving the cracker prototype to the ICL site. Realistically I can’t see there being many risks or delays in doing this, ICL are a chemical company so there won’t be any delays around safety/regulations, and once on site the JV COULD be generating between £1-£4k a day in revenue, £365k of revenue, £182k for AFC would be a great result for shareholders and would prove the journey to commercialisation has started.

People want to see the hockey stick sales curve, this should finally start early next year. How do you interpret early next year ? Under Bond it would be years away, under JW let’s see but ICL also stated early next year, to me that’s Q1 so anywhere between 2 and 5 months time, that’s nothing for LTHs here !

According to CN we’ve been producing 400kg of hydrogen a day so there’ll be loads of revenue plus the sales to Niftylift as they are clearly using our fuel cells. And he calls others nuggets lol.

I’m a legitimate shareholder CN, but I’m not interested in you paraphrasing stuff from months old videos that most of us can remember perfectly well ourselves. Save yourself the bother as all your efforts will probably only get you 2 likes and they’ll be from your own other 2 accounts.

Haven’t seen much evidence that we are building on the success yet though, if we are, show us !

‘Right now it’s just buying and hoping trying to time the bottom.’

If that is what you believe by your own admission waiting until 2027 you’ll have missed the boat

We’ll know early 2026 if the cracker is producing economically viable hydrogen and if it does then I expect significant orders.

HJ Wilson did say he wouldn’t be RNSing unless there was meaningful news, I would argue as the original JV RNS announced they will sign soon is perfectly fine, the fact they have doesn’t materially change that, and the proof is that it hasn’t affected the sp.

Don’t underestimate how transformational this partnership could be, and not long to wait !

The Role of ICL

For decades, ICL has been at the forefront of the UK chemical industry, providing manufacturing, logistics, and supply chain expertise across multiple markets. This partnership allows us to apply that experience in a new and impactful way – driving industrial decarbonisation through practical innovation.

Our role will include:

Procuring and managing ammonia supply.

Leveraging our logistics infrastructure to ensure safe and efficient transport.

Connecting hydrogen production to our extensive customer base.

By integrating these strengths with AFC Energy’s proprietary technology, we aim to deliver not only clean hydrogen but also confidence, reliability, and scalability to the businesses that depend on it.

Looking Ahead

The energy transition demands solutions that are not only sustainable but also economically viable. This partnership between ICL and AFC Energy demonstrates that innovation, when paired with industry expertise, can unlock new pathways to net zero.

We are excited to embark on this journey with AFC Energy and look forward to working together to deliver hydrogen at scale – clean, affordable, and accessible.

At ICL, we believe this is just the beginning of a broader opportunity to transform industries, support the UK’s climate goals, and create a more sustainable future.

📢 Stay tuned for updates as the joint venture progresses and as we share more on how this partnership will reshape the UK hydrogen market.

Congratulations to Dr Sikai Geng who was awarded the Institution of Mechanical Engineers (IMechE) Dugald Clerk Award at the #Powertrain Systems for a Sustainable Futures Conference this week.

 

His presentation shared some of the exciting work taking place at University of Nottingham on lean-burn mono-fuelled #ammonia engines with integrated thermal catalytic cracking - one of the first successful demonstrations of engine operation with onboard ammonia cracking. It couldn't happen without the collaboration and support of our partners - MAHLE Powertrain, AFC Energy and Clean Air Power

 

The project has successfully proven the potential of ammonia combustion with single fuel storage, and we’re now taking the next step through the CMDC6 pre-deployment project, REACT, integrating SCR aftertreatment to form a fully closed-loop ammonia power system for future propulsion and power generation. Stay tuned...

Dummy Auld Barron brains keeps harping on about AFCs position where he keeps saying nothing will happen until 2027 yet he’s promoting a bio pharmaceutical company where you won’t see anything for many many years.

Avacta Group reported revenue of £0.11 million for the year ending December 2024—a dramatic drop from £2.85 million in 2023.

📉 Revenue Decline

• 2024 revenue: £0.11 million, down 96% from the previous year CompaniesMar....

• 2023 revenue: £2.85 million, which was already a 70% drop from 2022 CompaniesMar....

• 2022 revenue: £9.65 million, following a sharp rise from £2.94 million in 2021 CompaniesMar....

This steep decline reflects a strategic pivot away from legacy diagnostics and toward clinical-stage therapeutics, particularly their AVA6000 oncology program.

🧬 Strategic Focus

• Avacta is investing heavily in its pre|CISION™ platform, with AVA6000 showing promising early results—up to 50% tumor reduction in trials AInvest.

• The company is prioritizing clinical development and partnerships, aiming to extend its cash runway and reduce shareholder dilution.

💰 Financial Position

• As of mid-2025, Avacta reported £12.65 million in cash, with a runway projected into Q1 2026 Yahoo Finance.

• Despite low revenue, they’re actively pursuing debt renegotiation and AI-driven collaborations to bolster long-term value.

With all respect lol.

Like I said, I work in the industry and see first hand the risks, you don’t. I see what actually happens, not what drug companies tell you is happening.

If you have any knowledge of drug discovery you would not put your own money in, ever. In 20+ years our business has been going, with a turnover of several hundreds of millions in revenue every year with around 200 active projects at any one time, in all those years and thousands of projects, only one drug is actually being given to patients. Great if you want to gamble but get out once you’ve made some profit. Lots of companies in this area going bust atm, and funding rounds are getting harder as drug discovery is out of fashion since Covid.

Only a tiny short left on this now, so how are they suppressing it ?

A shame they won’t be producing hydrogen until next year. I wonder why ? Can’t take that long to move the prototype and get it up and running

How on earth is the share price down today ? I saw the ICL post on LinkedIn first and came here expecting to see a +20% rise. I guess they have signed and the prototype unit will now be moved to their site and start producing some pretty decent revenue for both companies. Actual revenue, something we’ve never had before !

True Ade, I guess that’s why Bond got distracted too, trying to make himself look busy as he couldn’t get any sales. Let’s hope this isn’t just more of the same. Personally I’d rather have Mike Rendall focussing 100% of his time on revenue producing activities for AFC.

Yes I really should filter you Haggis but we both know you read my messages so why lie and say you’ve filtered me ?

‘ Those companies don't join up with AFC and allow AFC to be the 'speaker' for the group if they do not have 100% belief in AFC Directors, AFC products and AFC as their representative.’

Peel Hunt had 100% belief that the sp would be 195p by now and in your words they know a lot more than we do.

We’ve been on the hydrogen council for years and look where that got us. I do have a feeling though that this will be more beneficial but maybe focus on orders first.