Member Info for Daz9643

Agree RC as I’ve made that point before, anyone who has bought industrial items will know the sort of volume discounts that are available and 2/3rds isn’t possible from purchasing agreements alone so the only other way is redesign which as we know is incredibly time consuming with further certification then required, that alone was what, 12 months for the 200kw unit ?

RC, just pointing out that the comment from B&S that this is a swift development, it isn’t. We’ve been waiting for cracker news ever since it was first announced as a new product. And the fact that it’s going to be 2027, could be the end of 2027 ! Ie 2 and a half years away is hardly swift.

A swift development ??? Bond announced he’d be releasing cracker news/partners to unlock shareholder value a year ago and the shareholder value won’t be released now until 2027, previously it was 2026, what planet are you on ?

Probably don’t want their existing shareholders to look at AFC’s history of failure and question who they are partnering with !

AFC cash burn is a million a month, if 10% of the employees have moved over to Hyamtec that’s £100k a month or £1.5m until generating revenue, less than the investment by ABB and peanuts for an S&P500 company

That’s rich coming from yo-yo flip flop Ade who can’t remember if he’s a trader or a LTH or whether he should be in AFC or ITM or whether he wants the price to go down, up, or sideways for a few weeks.

Same Snork, topped up on Southern Oil news and ABB news and look what happened to them - nothing !

Although I am tempted to trade this again as I feel with the recent director purchases if you did get locked in on a drop it’s reasonably safe to assume losses would be small and temporary at least until the hype dies down.

Once this news settles in the traders will leave and we’ll be back to radio silence. It’s a very positive RNS but we know we can’t sell the generators alone because they are too expensive but will be selling the whole package, generator, cracker, fuel supply, so this potentially means no revenue until 2027 other than cracker R&D now covered by the partner. That’s the reality based on what we’ve been told. It’s great for a bit of short term excitement but this alone is all it is.

Agree AnneOwl, and the cracker can has just been kicked another year down the road

‘so could for example someone announce that they’re creating 100 hydrogen refuelling trucks based on ammonia cracking?’

Yes, Geopura currently have 80 trucks.

Heath, it’s mad to produce hydrogen from ammonia in that scale on one site based on what ? On what you’ve been told by AFC ? Have you actually read it anywhere else ? When huge corporations make decisions like this they have their reasons so it may seem mad but there will be logic behind their decision, maybe there are a lot of large customers in the local area close to the plant.

NoNews the 🤡 I was just reading that Geopura are supplying their hydrogen generator to the BBC again this year for Springwatch, powering all their remote equipment, which they have been doing since 2021, in all that time we’ve only ever heard AFC talk about MOUs and partners and orders that came to nothing, so please tell me how AFC has the brightest future ?

There is nothing significant here at all, 150 trades all day, pathetic, it needs 2000+ trades at least, workers at AFC will start buying and telling their friends and family to buy when they know something is coming and they just aren’t

We have been working with our partners at AFC Energy to support the latest deployment of their third generation air-cooled hydrogen generator, replacing a diesel generator on a construction site. The site is being supplied with green hydrogen produced in Wales, delivered in easily deployed MCPs.

The team at AFC say: "Protium's fast and reliable supply of green hydrogen is playing a key role in helping us deliver clean, off-grid power to our customers. Partnerships like this are vital as we work together to decarbonise industry and accelerate the UK's transition to a net-zero future."

Get in touch to find out more about deploying hydrogen generators on your site.

Rule/Obligation

Description

No trading during closed periods

30 days before results; strict prohibition.

No trading with inside info

Any time, not just closed periods.

Notification of trades

Within 3 business days to FCA and company.

Immediate disclosure of price-sensitive info

Must be made public ASAP unless valid delay applies.

Clearance to deal

Directors must seek prior company approval.

Penalties

Civil and criminal, including prison.

I do feel bad for you NoNews because every investment you have made in AFC is now underwater, I don’t like seeing people lose all their money but to keep investing with no

evidence of progress is just plain foolish.

‘The Ammonia to Hydrogen cracker we have makes the difference. So get back to your shorting desks.’

If only Norway had thought of that with all the billions they invested in hydrogen infrastructure !

Quick phone Norway and tell them that a tiny failing company in the UK can help them out - you probably already have !!! Keep 🤡 ing NoNews the 🤡

Read the article and then tell me that the issues AFC have had around cost of hydrogen production, transportation, storage aren’t the same, they are !

The final sentence is relatable !

Hydrogen for energy is dead. Not wounded. Not stumbling. Dead. Norway has just chosen a quiet funeral over a dramatic eulogy. Equinor’s pipeline cancellation, the shift in government messaging, and the collapse of early flagship projects all point in one direction: a technology that promised everything and delivered nothing. Norway’s engineers, economists, and energy planners are finally aligning with the laws of physics. The only thing left is to say it out loud.

Everyone should read that link, and you’ll be why AFC has struggled to sell anything for years.

‘Death by silence’ - very fitting here too !

Strange because if I google AFC Energy chart and click

on 5 days it says down 16.55%. No wonder you think your last top up is in profit. Never mind all the top ups at >20p. 🤡.