Member Info for Garonne

I agree. It smacks of a tactic straight out of the Adam Bond playbook. I got excited when we were to told of the JDA with the S&P entity but now I feel we've been had just as we were with ABB and so many others. And the market clearly is unimpressed also. If he can't reveal the name, JW should explain why and not just leave it in the ether again as per AB!

With brokers valuing this around 14 to 1500 post results, which were good, it must be the war. Pru has become somewhat volatile recently, which has been disconcerting but I'm going to stick with it. Added a small amount at 1015! With hindsight I should've sold everything pre war but unfortunately I didn't so will have to put up with the sea of red in my portfolio whilst hoping for the best. Pru has a gigantic market to tap in to in Africa and Asia so I'm confident we will eventually see the broker targets met once Trump and Putin desist! 🤞

The fall is as much to do with not delivering commercially as anything Trump is doing. TBH I feel the recent buzz around open days and licences to sell cracked hydrogen has amounted to nothing for shareholders who are back at square one! Linkedin posts from allegedly impressed suitors does not cut it anymore. 20 years of not delivering anything is starting to grate especially when you consider most of that time was spent pursuing now abandoned alkaline technology down a rabbit hole. It's criminal considering the amount of mostly shareholders money that has been wasted in that misguided pursuit. I'm stuck here again in loss so will hang on just in case JW can actually deliver. A big confidence boost would be the revealing of the mystery S&P partner but sadly I don't expect that to ever materialize!

I don't believe we'll ever hear who the alleged S&P partner is/was. This is beginning to smack of the ABB debacle. I have been bullish here since JW took the helm but this S&P nonsense reminds me of how things used to be! And with the SP in the toilet, the market seems to agree. Come on JW prove yourself by announcing something that's commercially positive and let's get that move towards, "significant shareholder value" underway!

It's concerning that they're looking for another chief engineer to progress their ammonia to hydrogen systems towards a deployable product. Maybe this is why the identity of the S&P JDA partner is still a secret i.e. there's no deployable product! It's all beginning to sound a bit Bondesque! Is the S&P partner still on board or not? And if so, why the continued secrecy? Sounds like they're not willing to be publicly associated with AFC in case of reputational damage should the fabled ammonia cracker not materialize in a suitably commercially viable package. This is all becoming a bit déjà vu!

Looks like the shareprice is starting to stir! Not meaning to be impatient but a nice RNS announcing further rolling out of the Genedrive devices would be marvellous. Clearly, our recent big time investors remain confident judging by this morning's "big buy" so hopefully onwards and especially upwards, very soon.

If the war with Iran does end, Deutsche Bank's hold recommendation and 570 price forecast is already out of date. I'm still holding for £7!

Embolden what? There's nothing left to embolden. They will of course agree to a cessation as not to would just prolong the destruction of what few military assets they have left. At least that's my hope. We've had enough of war the last few years to do several lifetimes. Imagine how stable things could be if the Urkaine and Iran wars could be ended. This would definitely be heading towards £4 under such circumstances! 🤞

Straight and to the point. It's good. Alkaline technology has been completely dropped after years of f******g around wasting time and lots of money trying to get it to work. This is an entirely different company now with hopefully a much brighter future.

Good advice, Carrington. I'll try to take it!

And back down again! If there isn't some de-escalation soon, the FTSE100 could be back at 9000 pdq. I'm sure Trump didn't have this in mind when he stated bombing but after yesterday's Israeli attack on the Iranian gas field and subsequent Iranian retaliations, we're back in s**t street. Melrose, one hopes will hold up better than most but it's lost nearly £2 from recent peaks so if you bought there, it'll be very painful. With 2 major wars raging, one wonders if peace will ever return. Human nature, despite all the human rights guff, is truly self destructive. What chance to businesses stand amongst this carnage?!

If there was any future in green hydrogen from electrolysis this would be flying today due to the increasing price of oil confirming the precarious nature of economies reliant on it. Despite all the hype on here the SP is in the toilet and Dennis is continuing to talk big but deliver very little. It's not just ITM, other hydrogen/green shares are also struggling with hype the only means of getting investors interested. The reality is we're still as dependent on oil as ever and the hydrogen economy is not even registering.

If there

With DN's resounding endorsement still floating in the ether, I can only see one way for the SP to go i.e. up! He clearly knows that everything is on track to begin a rollout of the Genedrive devices into the NHS and further afield including the USA. One can reasonably conclude from his recent post, enthusiastically endorsing GDR, that the efficacy of the proprietary biotech used in the devices is not in doubt. I guess we'll have to wait for commercial progress to be confirmed by RNS but once they start coming, the SP should begin an upward trajectory. All in my opinion, of course.

Https://www.bbc.co.uk/news/articles/cm21gv3133zo

At least planes are still flying unlike during COVID, so maintenance requirements and new orders should not be affected too drastically if at all by the current upheaval and military orders should increase. Of course if the war becomes protracted then supply chain issues and greater overheads would become a bigger issue. If Trump calls off the bombing, which I think he will try to do soon, it'll be incumbent on the Iranians opening up Hormuz. He's playing to the war hawks ATM, I believe but his priority will always be the economy. He regularly describes high oil prices as a tax and inflationary so with diesel now at over $5 dollars a gallon, he'll be keen to get that down and the only way is to achieve that is to reopen the SOH! just my interpretation. 🤞

From the horse's mouth! No joint effort by Messrs. Nugent, Medlock and English to take the company private, so it must be 3 independent professional investors uncovering a hidden gem! Thanks to David Nugent for coming along and saving us from being diluted to oblivion and for helping to make this company a game changer for POC diagnostics. Many lives will be saved and injuries prevented as a result. Thanks David for confirming your unwavering support. It's not often in the world of investing that you get an individual with such altruistic intent. Long suffering investors are going to be alright. Fantastic!

Thanks, Just. I'll try to stay away unless we get a positive RNS and therefore outlook in which case I'll be back on board with gusto. In the meantime I'll continue to hold and hope. What else is there to do?! Good luck all holders 🤞

Shareprice now back in the 10s! The problem with holding this is each time we get some hype from the company and the SP spikes, you think, this is the start of a more significant rise. Unfortunately, it never is and so it has proven this time too. 15p might turn out to have been the highest shareprice for a very long time. Wish I'd sold and moved on. Now back in loss for the umpteenth time! Sickening really.

So why is he telling us that we'll know"soon" then, Just? Why announce it in an RNS, (June 4th 2025!) if AFC has no control over future announcements of progress being made. To me, if I'm being brutally honest, it smacks of an AB tactic i.e. get investors terribly excited about the prospect of a top company wanting to do business with AFC and then go completely silent for 9 months other than vague talk of expanding the scope of said JDA, without commenting on why the original intended ambition has not been achieved. Keeping this mysterious company on board is integral to AFC's success or otherwise in my view and the continued silence on it is now harming the JW turnaround narrative, in my opinion.

I hope you're right, What but the shareprice will only be a bargain if this war comes to an end, soon. A protracted conflict or at least lasting high oil prices will keep this and many other shares under pressure. I was hoping for a quick end to hostilities but looks like that's not going to be the case. With hindsight should've sold everything last week!