Member Info for Desertwolfch

JS - at least stop this needing finance now, that is just absolutely nonsense at least for 1-2 years. Last I saw we have had 48 million in the bank, plus 2 million from ABB, if so. That gives us 50 milliuon, even with ramp up and systems to be prefinance as of yet perhaps the cash burn will be max with increased staff about 10 million, lets be more safe and predict 16 million, plus inventory new and other costs in systems another 4 million, so lets say 20 million, that makes safely 2 years plus.... even from now on... if more orders and systems would flow in, then there would be other ways to finance the build up of systems, if AFC is professional for this, I dont now.... but for sure the next 12 month to 16 month there would be no way for any finance 150 % sure.... everything else would be incompetence orwould have to have real positive bases to do that.... The pont is they have to get the PPS up again , so that dilution for anothe rround,w hich I expect to come one more time at least, will have less dilutional impacts, the PPS shoul dbe between 80 and 1.20 then to do that, better the targetd 190, but I dont think we get there, deadly woul dbe any finance again lower then that....

Heath, ABB is leading with fleet ev charging and points, but they have their own pace and you tell me just, that we have to wait until 2023 until any EV charging takes place if we wait only for ABB, they have no exclusivity here, I see them faster moving into Data Centers probably then EV. Besides, that is what I said, we are purely in the hands of 5 partners and what they do, if we wait only for them to move, that is not good at all, well if ramp us is in the stars still, then perhaps it is better.... Besides there are many things going on in EV and we have ready to sell systems, not the one ABB wants, as displayed on the AFC homepage....

Which is just running, about 20-30 KM away from AFC headquarter, big Buzz in 2021 with AFC, probably for finance rounds, then cancelled and now not even mentioned or there, another big event for EV not beeing present at all. Why ?

RH who do you mean, one last time, that is not my name...... you start to not apply to board rules, which is your thing, but you discredit someone I am not. Going on ingnore anyway

What bothered me too Gitfinger, when they needed desperately money to move forward suddently we had communications, follow ups, a guy who was in charge (good or not), a online presentation, investor presentations, if I remember correctly the word about anothe rinvestor meeting which is seems forgotten now and so on. When he had baged in money he started to go quiet again and also got rid of our IR guy, eitehr by directly getting rid of him or by limiting him so much, that he quit himself....

Gitfinger, right and wrong, the head of a company, the CEO decides usually which R&D is going forward and is kept regularly in the loop and adjusted what happens, also he is overlooking the structure a good R&D is only as good as the staff there and as their structure is guided by a CEO

Because probably we have no one anymore repsonsable, we also have no one anymore for PR and IR and because AB has enough money to waste on the accoutn, why bother with funding... better sit and burn through...

This is purely a segment play right now, CEO is a joke and fairy tale promises with zero appreciation for his investors - no IR and PR department , no one in charge

https://zeuscapital.co.uk/exclusives/3837477006/

https://www.missioncriticalmagazine.com/articles/94190-microgrid-solution-abb

Anyone access and time to listen to the latest interview or podcast of Mike Ellen on research tree today, where AFC should be mentioned - just to add , this news blackout is annoying again, JR back ?
https://*********************/media/a-different-perspective-podcast-mike-allen-head-of-research-at-zeus-17-08-2022

Thanks Bondy, he is anyway on ignore as many other you can not discuss with, cheers, hoping for some positive upswings now due to the sector and a detailed report about project deliveries by AFC

Yes and no Cheek, a part was sector driven, but a part, at least 30-50 % was non delivery driven and non time scale fulfilling driven, it coul dhave been much less, plus again the big upswing was missed in the upwards of the sector before the years, I hope this time due to not hitting time frames we wont miss that again... It will go up with the sector until perhaps 50 or even 70, but then deliveries and time scales have to be hit and the investor community has to be assured that this time promises are fulfilled.... end and over, decided to post less, my opinion has not changed yet...

They willwork on the ship thing for sure with pressure, but for me it is more important to deliver the Power Topwer into the projects up to date now, still no follow up. The PPS has recovered a bit, probably hoprefull up again today, but that is purely sector driven right now. Cheers and a good day, back in Europe...

Link blocking parts again its on research tree

https://*********************/companies/uk/generic-electricity/powerhouse-energy-group-plc/research/longspur-research/powerhouse-energy-management-changes-a-distraction/59_f7f92432-149b-4e68-ad2d-e207d484eb50

Management changes including the departure of the CEO create an unwelcome distraction for Powerhouse as it increases its exposure to the Protos project SPV. This now effectively makes it a JV partner in the project. The company will start work on replacing both CEO and NEDs immediately.

Did not have acceess nor time to read through the whole report, put I think it hits the point, changing so often leading staff or CEO´s never is a good view to the outside if for good or bad, it signales instability... Id say this without being in details with PHE, just generally... If I see a company I deal with with so many changes so often, I dont touch them doing business with them...

Since the whites mir or less took over and W2T which was an act to fill their own pockets , it’s been a constant mess with no clear vision or route

Research Report also comments - a destruction

Well whatever to many and often changes no matter if right or for whatever reason never look good to the outside, it mirrors instability and problems, no matter if or not, besides the promised missing full report still misses and will now for some time again

If you compare FC Energy and AFC its obvious what we fail in:
6 month chart FC Energy +4% : AFC - 7.6 %
YTD FC Energy -17 % and AFC -34 %

ITM is loosing the short term movements, but
5 Year Chart ITM +778 % and AFC +152
Ceres 6 month +16 % and AFC -8.44 %
Ceres YTD minus 34 % and AFC minus 32 %
Ceres 5 years +437 and AFC +152

Which CEO and company you guess performed the best or better then AB ?
Figures speak the clear truth until yet....