Member Info for Fuelcellinvestor

I love to spend my time bashing a share that I own and panicking when the share price starts to increase. It is beyond obvious what many posters on here have been up to for many years. Anyone who is paying attention to what the current directors have been saying for months will change their usernames again and start ramping rather than clinging on to their shorts. I sincerely hope that most fail to do this, especially Helikon, and that they get caught out when the major news begins to drop, quite possibly very soon with the impending rebrand.

The whole sector is flying again, and for good reason, so the panic levels are going to be increasing in the offices of the shorters and the desperation will become apparent on the BBs.

Precisely my point. Shorter scum projecting the future from the past. Close your shirt or pay the price, you bottom feeder.

The shorters have controlled this company's share price for years but they are making the classic mistake of believing that the past dictates the future. Things are very different at the moment and it will be interesting to watch them sweat as the news begins to flow. The first beads are already glistening. GLALTH.

There are clear facts:

- Helikon has not closed its short yet.

- Various anonymous posters keep on bashing this share every day, especially when there is no news and when the market is struggling.

Beyond these facts, I believe that the wind will soon change direction and Helikon will be forced to close its short whilst the bashers will miraculously suddenly become rampers. It is sad that people choose to live their lives this way but each to their own.

Meanwhile, I see that it is a day for bashing and markets dropping, yet again. This has nothing to do with AFC as a company but, if JW is correct, the share is only weeks/months away from a substantial rerating and I suspect that the Yellowstone evening will be a good opportunity to explain to investors why now is the time to invest.

Just a thought:

JW has invested a lot of money in this company and believes that it is going to provide him, and other shareholders, a very large reward. However, he is frustrated that swarms of shorters circle at every opportunity in an attempt to destroy any signs of investor confidence and he believes that talking to potential new investors might encourage others to invest in the company and, at the same time, give the shorters what they deserve.

Answers on the back of a postcard.

Did the directors of those companies invest serious amounts of their own money into the shares?

If we were dealing with AB, who never invested a far as I can remember, then there might be cause for concern.

However, the current management publicly stated a few weeks ago that funds will not be required, and that multiple avenues are being explored that should bring significant increases in shareholder value, so short at your eon peril.

The conclusion shows how optimistic he is:

"Well, our new £145 million market cap might look rather silly in retrospect.

The downside from here is still capped at 100%. The upside if execution continues?

5-10x or more by end of 2028 remains entirely plausible.

As ever, this is not investment advice.

But sometimes you find companies at that perfect inflection point.

You also sometimes get the chance to sit down with that management team and hear directly how they think, what drives their decisions and whether they actually understand the market they’re trying to serve.

I’ve now done both with AFC Energy.

The conversations with John Wilson and Nick Walker gave me more confidence in the thesis, not less.

These people are experienced operators who’ve scaled industrial manufacturing businesses before, who understand unit economics, who are realistic about what works and what doesn’t.

I’ll see you on the Moon."

A brilliant new article from Charles Archer that is even more positive than before.

I wonder if the smart money is about to flow into AFC after a lukewarm response to all the recent excellent news before the upcoming retail investor day.

https://thatstocksguy.substack.com/p/afc-energy-ac6

Good to see AFC getting some Boxing Day exposure. Interestingly, the article talks about Extreme E wanting to power the entire operation using the fuel cell (apart from the ship that is discussed earlier), which seems to suggest that not only should there be an announcement about the second series being charged by the AFC fuel cell but also potentially about using this to power everything. I am still amazed that more companies have not followed Extreme E's lead but the end of year update suggested that we might not have too long to wait now. Merry Christmas to all genuine shareholders!

https://dirtfish.com/off-road/extreme-e/the-environmental-truth-behind-extreme-e/

So how does XE charge the cars? Put simply, via hydrogen.

XE’s power supplier AFC Energy uses a hydrogen fuel cell to provide electricity to the cars, but that doesn’t mean it has to cart around huge amounts of hydrogen in order to do it.

It has developed a way in which to generate its own hydrogen on-site. Solar panels generate some electricity so hydrogen can be created in an electrolyzer, then the hydrogen is stored in the fuel cell ready for use. It means that the fuel going into the Odyssey 21s is clean, totally renewable, and very little harm is being caused to the environment.

And it’s not on a small scale. Over the course of an XE weekend, the power produced in the hydrogen cell would be enough to power around 3000 homes for a few hours. No small feat for a unit that’s extremely small in size when compared to national grid industrial plants.

At the moment the rest of the paddock is powered by generators. Historically these generators would have been fueled by diesel, but XE has replaced the diesel with a HVO fuel, effectively using a type of vegetable oil to ensure there’s power on site.

Again, it’s not the end of the road on the power front. Having assessed the potential that the hydrogen cell could provide, XE wants to be able to use this system to fuel its entire operation in the future.

Achieving that would mean the series could truly boast that it’s clean and using 100% renewable sources of fuel.

Having taken a few days to digest the end of year update, whilst watching the mayhem continue on the markets, I have come to the conclusion that AFC is taking a very measured approach. People have accused AB of ramping up expectations and talking about "jam tomorrow" for years but this report was very different. It essentially provided a quietly confident picture but steered clear of talk about imminent contracts or "holy grail" technology.

The bad news is that this meant that there was not a feeding frenzy to buy the shares upon its release but the good news is that any new contracts or developments have not been priced in yet. This is in stark contrast to the half yearly report which led to great expectations and a subsequent hammering when these expectations were not fully met.

Time will tell but I suspect that this more measured approach might finally lead to far less volatility in the share price and a steady rise towards the brokers' conservative valuations as the company gradually realises its potential.

Good to see AFC getting a couple of mentions in this bullish article about the hydrogen sector, including this one which doesn't seem to fit AFC's current remit:

"It’s ?lso worth noting th?t UK universities ?re ?t the v?ngu?rd of the growing scientific-commerci?l rel?tionship ?s innov?tion ?cceler?tes.

Cr?nfield University, for ex?mple, is working with AFC Energy to test how to combust hydrogen in convention?l diesel engines."

https://technotrenz.com/trends/forget-batteries-hydrogen-is-the-new-clean-fuel-in-town-and-it-may-be-able-to-keep-the-uk-warm-1402416.html

I see that one of the Fool's writers is recommending buying AFC. It would be nice if, after years of trying to talk AFC down, these tips helped to encourage more buyers following the recent savaging of the sector:

https://www.fool.co.uk/2021/12/11/how-id-buy-shares-for-a-1k-portfolio/

The most speculative stock I would buy is hydrogen start-up AFC Energy. This business could revolutionise the hydrogen market through its green technology. This firm is still in its early stage development, which is why it is so risky. There is a high chance the company could struggle to survive before commercialising its technology.

Still, I think the stock has tremendous potential to revolutionise the energy market. In my opinion, this potential more than offsets the risks associated with the business.

Stuck at 100 recommendations. It might get up to 200 now I have nudged everyone as it was buried in all the afternoon's posts.

Ignoring the predictable negative replies from the vocal deramping minority (including the transparent attempt to start a new thread with the same title) and focusing on the 56 recommendations so far. Let's see if we can make it to 200 and show that we do not need to let the few persuade the many!

Meanwhile, it is good to see a bit of buying returning, whether coincidental or not.

I note that, since more than 100 people showed their quiet support for the company, there have been hundreds of negative posts spreading fear and doubt. The only facts that we know are that AFC has released 2 major pieces of good news in the last month and said nothing to suggest that the previously announced plans are anything other than on track. Everything else is just speculation from people trying to influence investor confidence for their own gain.

Give this post a recommendation if you agree and let's see if we can get to 200 people this time! If nothing else, this should help to counter the fearmongering.

Let's hope that, eventually, all of these positive steps lead to the market valuing the company how the brokers value it with their current valuation that doesn't even factor in this "huge opportunity" (amongst others).

https://*********************/companies/uk/electrical-and-electronic-equipment/afc-energy-plc/research/zeus-capital/afc-energy-afc-ln-maritime-potential-emerging/2541ffd7-5343-4cde-b7fb-7de68b1a0b84/9112cbfd-9511-44d7-a3b0-767bcdd8cc11

AFC Energy has announced that its “S” Series hydrogen fuel cell system and ammonia cracker have been selected for the Norwegian ZeroCoaster bulk cargo ship design. The proposal has also been awarded “Approval in Principle” status by DNV, the international certification agency. The announcement is another significant endorsement of AFC Energy’s technology and the group’s biggest step forward in Maritime. This is further endorsement of our investment thesis, which was refreshed in September, which points to 188p valuation per share excluding this huge opportunity.

It is very interesting, Nickjhe. Given how vehemently the negative voices deny the suggestion that sentiment on a bulletin board can affect a share price (in which case why do they constantly post?), it makes you wonder what would happen if everyone broke their silence and created a far more positive board. Perhaps this thread/experiment will encourage many people to do this.

103 recommendations now so there does seem to be a disconnect between the negative tone of the board and the more supportive view of the silent majority. Perhaps it just shows that a lot of people have AFC on their radar and that they are waiting to press the buy button when the right news drops. AB must realise that all eyes are on his H2 expectations so let's see how the next few weeks pan out.

Already at 74 recommendations, despite the massive treeshake this morning. This would appear to support the theory that the company has a lot more supporters than the tone of this board would suggest. Let's hope that the SP starts to reflect this soon!

The popularity of the "20 people" thread has got me thinking. Given the way that this board has been dominated by negativity for weeks, is it possible that we have lost sight of the fact that the vast majority of people who read this board actually silently believe that AFC has a bright future?

Please recommend this post if you believe this and let's see if we can get more support than for the "20 people" thread. Who knows, it might even create some some positivity to counteract all that negativity!