Member Info for Garonne

I second that, Carrington. Let's hope we get good results despite the chaotic macro picture. Exposure to the defence industry must be benefitting Melrose at this time so maybe we'll get some surprising positives tomorrow. Good luck all holders 🤞🍀

Apparently we're a leading provider of low carbon ammonia to hydrogen and hydrogen to power! If that's true then why is the shareprice so low?! A leading provider!!

Looks like the sector surge is over so we're getting dragged down despite only going up a little bit unlike ITM and CWR both of which went up a lot! It's becoming soul destroying holding this. I really thought JW would've done more by now. The smoke and mirrors routine continues only under new management.

And we're back down 3.5%! More patience!

Maybe Goat has explained this, so if correct, apologies for my ignorance!

There was another H-Power dissolved in March 2020. I guess if the name was only changed with the permissions of shareholders at the recent AGM, why was it already done prior to this?

Sounds a bit dishonest! Are we being mugged off again?

The lack of news is killing this, again! And I thought Wilson was going to be different! Sometimes I think AFC was set up purely to milk shareholders! But maybe I'm just being paranoid 🤔 I mean the alkaline side of things is completely gone so 20 wasted years on that one! It's the cracker or bust!

Such is my risk taking that I bought a few more (just a few) in the hope that the significant shareholder value that JW has referred to, materialises. It's redolent I guess of 2021 when ITM and CWR went on a charge with AFC bringing up the rear. Let's hope we have a repeat. (sold out of ITM and CWR last Thursday 😡) Come on AFC let's join the party! 🎊

Fair point, Ade. All we need is confirmation that the hype around cracking ammonia is real and will actually lead to revenue and eventually profit and this will re-rate quickly. We're now supposed to be selling hydrogen from our onsite cracker so even confirmation that that is happening, would help! But all we get is silence 🤐

Saw the RNS, got momentarily excited then read the title. Another week of patience required I guess! The sad reality here is that it's all taking far too long and JW's "soon" for announcing the S&P partner has become anything but! It's starting to feel like old times.

It's only April with midterms not due until November. Iran can't last anywhere near that long without selling oil or taking in vital imports. They're really screwed here so I expect a deal to be done soon. They're even complaining to the UN that the US are breaking international law by imposing the blockade! Evidently nobody does hypocrisy like the Iranians!

I had ITM and Ceres too, tennents but sold recently for good profit to pin my hopes on AFC! Will probably buy back both of the above once they settle down but AFC or H-Power whilst sounding great on paper just seems to struggle to convert! I hope it comes good for all LTHs and I'm sure it will. I'm just a bit frustrated atm with it! Can you tell?!

We've been saying that for years, Amuse! It's almost May and we're still sitting on empty!

Unfortunately, AFC is reverting to type by going silent on all the earlier hype. ITM and CWR are shooting for the stars but this is not. Bond got it to fly on pure hype and lies but those days are gone. JW needs to back up the rhetoric and soon otherwise he runs the risk of being compared unfavourably to the previous dishonest incumbent. I just hope it's not more of the same old. So far it is.

I thought you said it was a winner, James?

Let's hope it is actually producing and selling the hydrogen as previously stated. Would be nice to get confirmation that this is now happening! I wonder how they're getting on with Komatsu also.

Https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.nice.org.uk/news/blogs/saving-babies-hearing-how-a-world-first-rapid-genetic-test-is-transforming-neonatal-care&ved=2ahUKEwjY_9Pw0YSUAxViUEEAHaN0MGUQFnoECFwQAQ&sqi=2&usg=AOvVaw3I8uIB-_g2k-B50zjvW1n4

Just a reminder as to why we are all here. With only 5% failure rate and improving, this must be a no brainer for NICE to recommend national rollout in October.

The longer it goes on without knowing the identity the more uncertainty gets created. I'm not happy that we're still in the dark on this. Don't create expectation if it doesn't get fulfilled.

Better than expected results from Boeing is giving this a lift. The aerospace sector is still performing despite obvious negatives! And if we get a lasting peace settlement then this should fly (pun intended)

Fair play, What! I hope you're correct. Nearly added some more sub 500 but bottled it!