The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
"The numbers show that in 2021 an almost 100% increase in the number of EVs sold in the last year was met with a mere 27% increase in the amount of EVCPs during the same period."
"Once again, it indicates that momentum will need to increase significantly to meet 2030’s target."
https://news.constructionbuzz.co.uk/en/article/144625/report-ev-infrastructure-needs-to-accelerate-to?utm_source=Mailjet-ukconstructionweek,Mailjet&utm_medium=newsletter,email&utm_campaign=ukconstructionweek-5818-s-en-220622,&tag=top-banner
Something for those who fancy a break from the board and a bit of background on ‘hydrogen based strategies for decarbonisation of stationary power’..
https://www.sciencedirect.com/science/article/pii/S1364032121009035
Apologies if already posted - from December 2021
Not long until the red diesel ban comes in...
https://www.theconstructionindex.co.uk/news/view/red-diesel-deadline-last-ditch-lobbying-intensifies
Positives that shifts in construction will lead to a very large market for AFC...
https://www.theconstructionindex.co.uk/news/view/skanska-goes-all-electric-for-235m-victoria-development
The introduction of various energy targets will hopefully focus the mind of developers to shift entirely away from fossil fuels in construction and there has never been greater motivation to do so...
"The building is designed to meet Energy Performance Certification (EPC) A and WELL Platinum certification and exceed the RIBA 2030 sustainability targets. The scheme also targets several other certifications, including BREEAM Outstanding."
Garonne, honest question, what do you gain from battling with other posters so persistently on this board? It is not healthy and cannot be of any benefit for you either mentally or financially.
If you and the other holders who purport to have genuine concerns over their investment demonstrated this level of persistence in communication with the company then you would almost certainly receive a response. Many have previously relayed responses they have received from direct communication with the company.
As it stands, people are frequently complaining about the performance of the share price on this open forum, which only goes to worsen the situation and will deter any new private investor who googles AFC to look into them as a prospect.
I don't get it
This article, relating to a hugely publicised ‘green solution’ shows that some things, particularly involving government/ councils/ infrastructure take a long time… no matter how motivated people seem to be for it to happen.
Being patient is annoying, so is the share price vs this time last year, but looking at the company fundamentals there are frequent(ish) positives from AFC and, despite the perceived mood on the board, little to no negatives - other than the requirement for more patience.
https://www.yorkpress.co.uk/news/19839979.yorks-flagship-electric-vehicle-charging-hub-still-not-open/
Not sure if this has been posted in the past as it is not a new product but, when I searched through some of ABB's products I came across this mobile substation and thought AFC could integrate into. This which would be a solution where adverse weather (etc) has affected power supply
https://new.abb.com/medium-voltage/packaging-and-solutions/mobile-substations-(on-wheels)
Relevant to the Acciona trial...
https://www.theconstructionindex.co.uk/news/view/seeing-red
'If we are to achieve the dual challenge of reaching carbon neutrality while meeting the Government's ambition to build 300,000 new homes a year, sustainable construction will be crucial.'
https://www.newcivilengineer.com/innovative-thinking/construction-industry-must-harness-covid-spirit-and-mmc-to-reach-net-zero-16-06-2021/
If AFC can nail this aspect of their offering it is difficult to see who the competition will be? Although better informed posters on this board may step in here.
ExE has demonstrated that the tech works and can provide power entirely off-grid (relevant to construction sites which do not yet have access to a supply) and that AFC's unit can quickly charge high-usage race vehicles (relevant for the inevitable eventual move to all-electric site vehicles)
"In November 2020, the government published its 10-point plan for a Green Industrial Revolution, setting out a path to Net Zero by 2050. CO2nstructZero is the construction sector’s response.
CO2nstructZero builds on the government’s commitments through the lens of our sector setting out how we can together meet the Net Zero challenge. It uses the CCC’s 6th Carbon budget to establish the priorities that will frame our action plan and how we will measure and hold ourselves to account."
AFC's strategic partner MACE have been named as one of the 14 Initial Business Champions.
https://www.bmf.org.uk/BMF/News/First-BMF-net-zero-carbon-Business-Champions-announced.aspx
Last segment...
https://news.sky.com/video/the-daily-climate-show-12289635
Construction industry as a focus for COP26
https://constructionmanagermagazine.com/all-eyes-on-construction-at-cop26/
UK's first Hydrogen Transport Hub
http://www.infrastructure-intelligence.com/article/mar-2021/mott-macdonald-unveils-masterplan-uk’s-first-hydrogen-transport-hub
And that wasn't painted on the side when the September photo was taken...
https://www.vesselfinder.com/ship-photos/634322
It has probably been mentioned already but look at the text on the back of the ship...
https://www.vesselfinder.com/ship-photos/669724
Plenty of good news to come and for any holders with a personal tax bill to pay and shares held in a nominee account, the three day window to cash in and receive the money before the end of January meant having to sell today.
The share price has tripled over the last 11 weeks and the appetite for green energy is unchanged. Ignore those who try to sensationalise.
This link has probably already been shared but I don't know how to do a search and there is so much content these days... https://shipinsight.com/articles/abb-joins-ech2a-in-bid-to-scale-up-hydrogen-use-in-europe/
Can't hurt to remind ourselves of the possibilities arising out of the partnership with ABB which go far beyond EV charging
In May 2020 they did a similar reduction in holding... https://www.investegate.co.uk/afc-energy-plc/rns/holding-s--in-company/202005191650283973N/
Look at where AFC has gone since then. Schroders has seen a massive rise in the value of their investment and it’s only a profit once you cash it in.