Member Info for Daz9643

So Bond thinks 2 mobile hydrogen trailers will cover the demand then…and all sites will have hydrogen storage facilities. Good to know.

Tennents, I have watched the Q&A and did understand the words thanks.

Erm, so, the, one of the reasons we like the 30kW generator size is it doesn’t require, you know, tube trailers of hydrogen to be delivered to site daily to replace fuel that, you know, has been consumed the day before, erm, with the size of the 30kW generator and and and the sort of the numbers of generators were looking to produce over the next year or 2, there’s certainly enough hydrogen in the uk to cover the demand, we’re working with blah blah blah and as some of you may know we’ve bought a couple of hydrogen trailers to move hydrogen around.

So I’ll ask again, how are AFC going to supply hydrogen to hundreds of sites ?

So why didn’t Bond say that in response to the question during the Q&A

So how are they doing it ? Cylinders ?

Someone on here that went to the urban airport demo said the fuel cell wasn’t working because they ran out of hydrogen

And what’s happening with the fuel tower ?

We’ve been told that hydrogen is not energy dense and ammonia is a much better carrier but we still don’t have any answers, I really believe this will be the biggest hurdle to getting units on sites.

Can someone remind me how AFC are going to supply Hydrogen to site ? Someone must know, it’s a fundamental issue to the viability of the business !

Don’t worry Garonne he’s got the ammonia cracker that’s worth more than the Mcap of the company to save the day.

Another gem that one. Add it to the list.

I was referring to the small number of units they already had, not the £2m worth of generators being delivered in the next 3 months, so you really think Bond is going to be driving his refuelling tanker around the country ? But what are they going to refuel when they get to site ? I understand if they drive the hydrogen storage vehicle to site and leave it there but no sites have hydrogen storage do they ?

"Despite heavy investment, the cash position at £24.7m was SLIGHTLY BETTER than our estimate for £26.9m, demonstrating GOOD DISCIPLINE."

How is having £24.7m left in the bank SLIGHTLY BETTER than having £26.9m left in the bank ???

I won’t waste my diesel to attend, I asked my questions at the Q&A only one of which was answered satisfactorily.

How are AFC going to supply hydrogen to site, do any genuine investors know because AB doesn’t !

The problem for me Garonne is that the AFC statement included a caveat that the figure quoted included committed and uncommitted orders, while the broker simply quoted an order book of £27m with no caveat so my additional question submitted to the Q&A that wasn’t answered was what steps were AFC taking to stop the misreporting by their brokers.

Just watched the dropout on iPlayer about Theranos and the founders ordered to repay $452m to private investors.

I hope Bond and Dixon Clark are comfortable with their £27m orderbook statement. Personally I’d call it a revenue forecast but that’s just me.

The other thing that made me laugh was the question about fuel cells for aircraft and it was a straight no, Bond then went on to explain how long it takes and they don’t want to be distracted, yet they are exploring marine and rail which both have similar timescales !

Also this time next year we’ll have at least £5-6m of revenue having been received from the current orderbook

One tiny bit of possible light is that as Speedy are so open on social media we will know exactly when units are delivered to them and hired out, no NDA crap that Speedy hide behind ! So how are AFC going to supply hydrogen to site ? Anyone any wiser ?

If this was a video game, Bond has just given us bashers a powerful weapon to shoot StockChump every time he rears his tiny little head above the parapit. I suspect we won’t hear from him for several weeks now, he’ll be shot down every time. Mr £200k buyer was OBVIOUSLY MR £100k SELLER as Bond CONFIRMED THAT IIs have been told to REDUCE THEIR HOLDING IN AFC, but we knew that too because every time Mr £100k buyer returned the SP WENT DOWN. What a pathetic loser 🤡 aka StockChump.

What a completely disingenuous pair ! Is a fundraiser required in the future ? PDC yes if we want to scale up.

NO ! you already said we won’t break even for several years !!! That’s not scaling up, the current cash burn would continue without scaling up !!!

And PDC catching himself out as well ! If we deliver on the pipeline we’ve got, sorry on the backlog, haha, I mean the orderbook.

Embarrassing or what !

Clearly they’ve had discussions how to spin the orderbook and catching themselves out in what they call it in front of 350 investors, you couldn’t make it up !

One of the brokers estimated break even in 3 years time, Bond said it certainly won’t be in the next year or two, PDC said break even is not the way to look at it as we are constantly adding value. So broker forecast completely at odds with the AFC board - there you have it - and that means the SP forecast also completely inaccurate but we know that anyway