Member Info for Daz9643

What happened to the SP after the last capital markets event ? I think the SP actually went down. This will not go well as there is no new news, only delays in a year of ‘delivery’ which we are now half way through but haven’t actually delivered anything. Zero revenue this financial year so far !

Dixon Clark fumbling his words twice was comical until he finally picked the right one that Bond had told him what to refer to it as

Apparently Git someone said he explained it at the AGM, I bet that went down well.

He said the £17m order book won’t all be delivered this financial year

I saw this yesterday, it struck me as odd that he was more impressed with the ammonia cracker than the fuel cells. It does seem a bit like a round on the apprentice, what about Balfour Beatty ? They placed no orders Lord Sugar.

Don’t forget in the annual report it said initial testing is expected to complete within 2024 followed by CE marking, so while final wiring being done now it’s still a year away from being certified.

Final wiring sounds like it’ll be ready next week 😂

More like next year.

What happened to the software issue that was delaying it ?

How are AFC and ABB going to support a service station with multiple fast chargers ? They’ll have a queue of lorries with deliveries of hydrogen longer than the queue of cars waiting to be charged. Until the fabled world’s best ammonia cracker is ready it isn’t going to happen, even though years ago Bond dismissed crackers as being an issue with a wave of his hand and a casual throw away comment that we can just buy one off the shelf.

Will that help AFC actually deliver something commercial to a customer ?

And heads in the sand for another 12 months

Well it looks like the AGM was so informative that all the LTHs are loading up, hoovering up all the cheap stock….except they’re not, tells you everything you need to know. They’re happy to hear that everything is going well.

The delay with the ABB unit was previously described by Bond as being a software issue, now apparently it just needs some final wiring, this sounds very similar to the excuse with Altaaqa and the piping issue containerising the system.

Clearer explanation of the £27 million pipeline/orders/ potential orders.

You really didn’t need to waste a trip to the agm to work out that it’s not a £27m order book

Why didn’t AFC ever replace Robin Koeken when he left ?

It’s also down on when AFC went public in 2006, a great investment !

Where are the units for Speedy ? Why isn’t Bond on social media sharing pics of a busy hangar full of technicians busily building systems ? I mean, for the first ever commercial large scale order you’d think Bond would be excited and share what’s happening yes ?

Where are orders from Tamgo ?

Where has anything commercial been delivered ? Considering we are nearly half way through the ‘year of delivery’.

Where’s the hockey stick sales curve ?

Where are there currently any of the first 10 power towers that were built in use ? Where are they ???

Anyone got news from potential customers posting on social media that they are trialling them ?

Glad someone is still holding strong because most are selling !

Great analogy Git, and we got 2 in a bed, Alkamem and an ammonia cracker and will end up with nothing. Unfortunately AFC have 2 non dart throwers 😂

And each year the excitement reading the big news becomes shorter and shorter to the point now where every bit of news is dissected and for good reason, believability

Show me some evidence Pommy. You can’t.

Because there aren’t any Garonne, look at all the recent pics, it’s empty ! Not a single post from Speedy on a single deployment, no orders from Tamgo, nothing to see here !