Member Info for DJ79

Hi Filament,

Been here since December, about 50k shares deep. I intend on holding. My initial plan was to keep increasing my position but given the silence and lack of deals and the estimation that they will run out of cash this year I am not as confident about the terms at which they can (if they even can) raise new funds

I really enjoyed the switch. I didn't think it would be part of a single qualifying round.

Watching!

@Ginny I will gladly take away this frustration for you by buying all your shares. Saudi Arabia is currently the largest investor in the hydrogen economy and the biggest player in this space worldwide..

I really don't understand where there guys dropped the ball. Back in November/December they had a nicely filled pipeline with multiple orders, a funding raise, and promise of black figures in 2021, if not 2020, and here we are with radio silence, delayed orders, and no trust whatsoever. I really hope they can turn this around somehow

Good to see at least something is going on.

https://www.linkedin.com/posts/verditek_uktradeinthai-uktradeinthailand-ukinthailand-activity-6782308999997087744-Mhdr

Hi Poorman nice to see you around. Recently the Youtube algo bumped a few of your videos. I liked your analyses. Keep it up!

This is a very well written valuation analysis and gives a lot of insight. Would recommend to all

https://15xe332febdf3nmjvi2x5uu6-wpengine.netdna-ssl.com/wp-content/uploads/2021/03/AFC-Energy-Annual-Report-2020.pdf

It looks really good. I like how they did case studies with their current partners clearly showing which problems they are solving. You can tell they really stepped up their game compared to last year's report.

Grant Thornton the auditor approved the report. No mishaps as with Plug Power ;)

With the announcement of Mace I just realized they have a large strategic partner in a lot of their focus industries:
-Construction: Mace Group
-Mobility: ABB
-Industrial: Ricardo

What I would love to see next is a partner in the Data Centre space. There is a huge market there

I guess it goes hand in hand with the communication coming from the company

That's pretty cool

Filament just hold tight. They've got cash to hang around for two more years (based on the current cashflows). Don't forget the UK is in the absolute worst of times right now. The deal with AFGlobal should give more exposure during the year.

I agree. Additionally, AFGlobal are a pretty big player. If anything its solidifies the Veditek company and product. I'm sure such a large firm did its due diligence and wouldn't want to put its name on the line just like that

Guys this is pretty weird.. I haven't seen any communication regarding this deal. I just found it on LinkedIn. Verditek shared it this morning but its 4 days old from AFGlobal Corporationhttps://www.linkedin.com/posts/afglobal_cleanenergy-solarpower-renewables-activity-6752993992184602624-KeAw

COVID seems to me the most likely reason. On the Extreme E website they also state that the race dates are subject to the condition of the pandemic

I agree beach. I would expect something from Extreme E marketing for sure. Its still early though!

Very nice!

Its a 1.5 hour drive to Liverpool from Multi Source Power and according to their blogpost they left on the 18th of December.
https://www.multisourcepower.com/article/and-it-s-away

I'm pretty sure they made it

Thats a very bold statement to make. Since H2 2020 they have been slowly gaining traction when it comes to deals, so that's a lot further then where they were one year ago. They recently had a fundraise as well so they have quite some time left before they will run out of money