Member Info for Gitfinger

Where does the ammonia come from, the magic ammonia tree?

JGBB123

"If the cap fits clown!"

people without the ability to debate resort to insults

"Yeah, boo hoo is the kind of ignorance I’d expect from someone like you who has an agenda and doesn’t care about others, a bit like the guards at concentration camps during ww2."

Just because you don't agree with a wet dangler statement defending an abhorrent poster doesn't mean you don't care about others...There is indeed an agenda and that's to counter the borderline criminal (IMHO) line that certain overly optimistic posters take. If you don't like it, then so be it.

"It’s not just one person, many silent people have put their hard earned money into shares and fools like you plant seeds of doubt. You know what you’re doing so hide behind boo hoo when you are just a weak coward who hides behind a keyboard and takes no responsibility for your actions"

So, you're not even allowed to post "your truth" (in spite of the fact that the rampers are allowed to post theirs) because it might just unsettle people who made an investment having done the necessary due diligence? They made the call, they need to grow up and live with it. I see it differently, so why should I not issue a warning to others who may be suckered in off the back of the loon's rhetoric for the sake of unnerving a few fragile delicate flowers....

Happy Friday....hope all is well in the wet wokey land.......

I'm playing the old haggis trick of duplicating everything in order to reinforce the message.....

Shouldn't that say "EVEN Dr Mike" if you really want to rub it in...........

Shouldn't that say "EVEN Dr Mike" if you really want to rub it in...........

Oh, boo hoo!

So you’re defending the most one sided vitriolic poster out there, who uses multiple aliases to spout the same baseless rubbish. I say, if the thing is big enough to act the keyboard warrior, then they should be big enough to take the flak that goes with it. The simple answer is, if you can’t take the flak, then exit stage left.

As for continued bashing, I’d certain posters didn’t keep posting baseless overly optimistic drivel and were to accept that there are is ROOM FOR REASONED DEBATE then there wouldn’t be any need to keep on putting the record straight…the thing is, rational people make their case and then that’s it, irrational people just keep on repeating the same mantra….remember, repetition doesn’t strengthen an argument (one of the aliases even had a habit of posting the same drivel multiple times…..)

Happy Friday

Oh, the irony of it! A new alias for Haggis McStock called “state the facts “ when in fact it does anything but. The facts are that NOTHING has been delivered on a commercial basis EVER. Simply saying that the speedy deal is the answer to everything is plainly delusional. For all we know, Speedy’s involvement in the JV may not in fact be costing them a bean if the same smoke and mirrors approach that was used on the demo units (you know, the 10kw kettle boilers) where consideration was paid “in kind” is used….so do yourself a favour and get a grip…..

Things must be bad if even B3 isn't commenting.....

Construct

You actually think that Rendall has a reputation to protect? FFS! he works for AFC, who have singularly been unable to deliver a product to market.

Oh, so AFC will be one of the largest consumers of H2.......because the company says so.

Acciona...not bought one, though, have they?

Speedy....if they even have one.....haven't actually leased one out on commercial terms yet, have they

tier 1 trialists....haven't actually leased one yet, have they?

AFC haven't said that the 200KW ABB unit has hit nameplate, have they?

Hyamtec.....ah, the JV company that AFC will sell a lot of product into, simply so that they can show some turnover on the P&L, in spite of the fact that it will do nothing for the balance sheet......

If you want to believe, then jolly good for you, crack on, but until such time as I see some honesty and clarity from the company, I'll continue to be a sceptic, thank you very much.....

Been calling this for years and have been accused of being a heretic..........

I prefer realist......

The fundamental problem is that the company doesn't actually have a commercially viable cracker, does it? just like it doesn't actually have a commercially viable anything, really, all they do is come up with an idea of an idea of an application based on something that they haven't actually got to work. At the point they discover that the next big thing doesn't actually work, they move on to a new iteration / blind alley to go down , which effectively kicks the can down the road. When they need to be seen to getting somewhere near commercial, they go into some kind of joint venture / appraisal arrangement which is always window dressed as a prelude to a sale, trouble is, the sale never actually materialises.

Which brings me on to the cracker......listen to the words very carefully....there is no cracker capable of producing multiple KG's a day, its a "site" which in reality only has a test bed unit on it which is producing miniscule quantities and certainly not on a commercially viable basis.

My guess is that the recent sell off is someone who's finally woken up to the fact that this thing is probably going nowhere in the short / medium / long term, and has taken the money and run.

We can but live in hope. However, confidence in the company's ability to deliver anything remotely commercially viable is at an all time low. Has anyone ever noticed that, every time the company's product gestation period gets to "crunch time" there is always a newer, better more profitable product just around the corner, it's almost like the company knows that it isn't going to be able to deliver anything to the market, so it goes of on a tangent to justify more non commercial development time, simply kicking the day of reckoning further on down the road.

Example : the ABB unit which was delivered late morphed into something else, which needed more development time, in the meantime the positive rhetoric about the cracker is spun up, and now the cracker is the jam tomorrow holy grail.....except it isn't, it's a long way off being a commercially viable thing, and even if it were, there's no evidence that the market actually needs it, or whether it actually meets the requirements of business.....

might be worth taking a short on this, because as far as I can see, there's little left in the cupboard which they have left to bolster the share price, with cash dwindling al the while......

However, look out for a nice little three ring circus where the speedy JV miraculously starts to develop its own cracker, which it will contract out to the newco, which will of course draw in resource from AFC, meaning that, as if my magic, turnover will appear in the AFC P&L (except, it won't actually be real turnover, will it?, because Speedy will be paying for their bit "in kind")

Oldest trick in the book.....

"Ade

Give it a rest, you don't get a £27 million order book when your products are to expensive. I think you need a holiday from this board, I know we do"

Priceless from someone who's posted an average of 8 posts a day over the last 30 days.....

It's an ORDER BOOK.....and not actually confirmed, contractually binding orders.....stop peddling these untruths and try reporting on actual facts for a change....

I think the issue really is that certain posters of a very optimistic bent seem intent on spinning up things to paint a picture of the company that has little basis in fact, and then stifle any form of counter argument. The problem with that is that the majority of reasonable people simply don't like being subject to what is effectively the "thought police" and tend to react badly. Many people who post what appear to be "negative" comments are in reality just trying to put forward a more even handed synopsis of the situation, but simply get shouted down and given a label that is in fact far removed from the truth.....simply because it doesn't fit the narrative....Actually just reading this, there are very uncomfortable parallels with what's taking place in the wider arena......

Betamax

Yup, that is indeed a really bad analogy.......because everyone knows that Betamax was actually the better system.....hence the reason this is a bad analogy.......at least Betamax was the better system!

Simple answer

NO ONE THINKS THAT THE COMPANY HAS SHAFTED THEM!

Because, if they allowed themselves to think that, then it would seem like a massive betrayal of the company and its beloved leader on whom so much emotional energy has been expended.

On the basis that, as at this precise moment in time, nothing has ever been sold on remotely commercial terms, but any kind of dissenting voice is still (unbelievably) shouted down, do you honestly think that any of the ubers could bring themselves to admit that everything in the garden is anything bot rosy, and that there's a big cauldron of jam bubbling away ready for delivery tomorrow?

I rest my case.....

"This is a phenomenally valuable resource to AFC Energy, and we believe the largest and most advanced Ammonia Cracking test facility in the UK, a perfect complement to our 400kg (Hydrogen) per day large-scale Ammonia Cracking site that was commissioned in 2023 and is operational today"

The key words are "site".......it was the "site" which was commissioned, and not the cracker. The cracker may well be operational, but NOTHING has even been issued saying that the cracker itself is producing, or even capable of producing 400kg a day. Same thing with the video......

CN

You mean the one that doesn’t say it’s producing, or even capable of producing 400kg a day……if you’re going to refer to video, it would be a good idea to actually watch it and LISTEN CAREFULLY before trying to use it as evidence to support your argument……..your lack of credibility is simply……incredible!

CN

No one had ever said it’s producing 400kg a day, the company certainly hasn’t….as stated in the video “it’s a 400 kg a day SITE…. The thing may well be in development, and may ultimately deliver ,but at this moment in time, you’re the only imbecile saying it’s actually doing that….all with absolutely no evidence to back it up.

Do us all a favour and pull your neck in a but chum….

CN

It’s a collaborative agreement…..the product they are proposing to use hasn’t even been developed yet, so not actually a contractual obligation to buy, is it?