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I'm guessing Heliokon's short is still open?! Bond's pathetic attempt to get the SP pumping has fallen completely flat. He now needs to accept that times have changed. BS doesn't work anymore. It's all too little too late in my view, especially as the 200KW unit is nowhere near market ready. Why is that? I guess AFC will just be a purveyor of elaborate power towers, which may or may not be profitable!
Just got in so haven't seen the presentation but judging by the SP, the market is unimpressed. My early enthusiasm for yesterday's results was clearly misplaced, particularly the bit about £27 million of orders. I guess we all want to believe but I suspect Bond's credibility is holding this back as in the absence of facts and figures, few believe a word he says. With an income of less than £300k last year, his remuneration package is outrageous. Time for him to go?
It certainly reads very well Jim. The order book is impressive and it's great to read that the ABB unit is still a runner. It's definitely looking like AFC are finally about to deliver commercial success after many years of false dawns. Great to see and congratulations to all who held. Thanks for posting Jim. Fingers crossed for a more prosperous future as an AFC shareholder!
It would certainly be a great improvement Daz and it's definitely progress but for me the low power density is a worry. Space is very often at a premium on certain building sites so I just hope the generator's dimensions don't hinder its uptake. The large number of sells today suggest that the market is not yet convinced but of course this could change. I'm willing to wait a bit longer for sustained commercial success, which I believe will be linked to higher output units coming on stream.
Let's face it, Speedy hire is a poor substitute for ABB. That's the deal that would've moved AFC to the next level. Unfortunately, it's looking like it's hit the buffers. The SP can't even get above 20p so Haggis' ramping about average broker price targets, looks absurd. Something big needs to happen for that to be achieved.
Https://www.foxbusiness.com/lifestyle/fliers-trying-avoid-boeing-planes-turning-prayer-anti-anxiety-meds-report#&_intcmp=fnhpbt5
I reckon some customers will choose easyJet over Ryanair due to concerns about Boeing's 737s, in particular the Maxs'. Michael O'Leary has already complained about the condition of some of their new Max deliveries (seat handles missing and tools found under the floor) implying that poor quality control is persisting at Boeing. I reckon EZJ load factors could soar even higher on the back of this ongoing situation with Boeing. £7 incoming!
I think the initial enthusiasm over the 30kw units for Speedy has subsided causing the SP to stagnate or even drop back (it's down over 3% on Tradegate) I also think all the focus on the Speedy deal implies that development of the 200kw unit has stalled, which if so, is disappointing. They were supposed to be preparing to send it for CE approval testing last July so either that didn't happen or it didn't pass! We know not. Let's hope it makes an appearance soon though as it would definitely stimulate further interest and send the SP northward.
They are clearly struggling to obtain a new loan facility, hence the derisory shareprice. This has been a terrible investment so far despite all the good news around contracts. Let's hope John Wood can finally get this show on the road in the very near future. The time for talking is over.
Https://www.investorschronicle.co.uk/news/2024/03/20/understanding-vodafone-s-tricky-investment-case/
Another mostly negative article. Vodafone never receives much positive press. Is it time to take a hit?
I get your point long but how long before the money is available? The prospect of watching this stagnate in the mid 60s for months, is quite depressing. Hopefully, the £2 billion from Spain will not be too far off though.