Member Info for guavatree

Can anyone confirm difference between tech at AFC & Bloom? Are AFC priced similar or different model / cost structure? Also are data centres one of chosen sales channels AFC are targeting? Or is it more towards the diesel generator market? Thanks

Perhaps not in focus right now but it will be at some point soon. Just a question of how long for market / AFC recovery. Might fossil fuel production even become ‘uninsurable’

https://www.theguardian.com/environment/2025/apr/03/climate-crisis-on-track-to-destroy-capitalism-warns-allianz-insurer?CMP=Share_iOSApp_Other

Ginger, it is quite common for funds to hold both long and short positions as a hedge trade. I have no idea what Helikon strategy is but they might hold a short position on say AFC and a long position on say BP - for arguments sake (long oil & gas / short hydrogen or renewables). It is highly unlikely that a fund has an out and out short position especially on an AIM listed sock with no protection the other way. it is not therefore a question of what price they will reduce or sell their short position it is more a question of what the overall position / trade equates to in relation to their other positions. Obviously at some point if the share continues to rise then at some point they will sell their position but it will be tied into many other trades at the same time, likely based on some obscure algorithm. Price = fundamentals + money flow and so long as the market fundamentals continue to improve for AFC and sales / distribution / market opportunity continue to grow then the price will continue to rise. I wouldn't fret about a single short position & if / when they might sell. I'd focus on whether AFC can start delivering some tangible revenues. If you believe they can, then its worthwhile holding the stock.

DW - partnership just announced. Speedy have customer base for AFC product. Sales will come from this partnership. There is no doubting that.

Ade everyone crying out for sales, Speedy partnership delivers this. To what extent, let’s wait and see. Grant is a welcome cash injection but more importantly shows gov recognition on current progress. Grid limitation for electric charging is already an issue but wouldn’t say this is high priority right now. Construction, mining, data centres, shipping, much better fit for current product offering. Correct me if I’m wrong?

Daz - speedy is both consultancy and rental so good pipeline and established operator. They have 46,000 customers and just shy of 1/2 bln GBP turnover. Great partner for current capacity. No issue with exclusivity. 3 yrs is not a long time if you in for the long run:)

Yeah sure Ade 10x looking at mature companies in developing sectors, tesla, apple etc but nascent companies (revenue terms) in developing sector like AFC make your mind up which is I guess why we are here. Just a reminder though that the global diesel gen set market currently 15bln USD, UK market size alone estimated at 300 mln USD. And with robust growth forecast in this market due to new economy requirements. Also one other reminder - the world is currently on fire with the UN calling it global boiling - Industry has to transition, there is no two ways about it.

Daz - for a gov that is currently abandoning climate goals & commitments, I'd say its not all that bad. Wait til we get a new gov coalition with proper green policy next year

Nice, great to hear agreements in pipeline for international markets as well. Current size of diesel generator market globally 150 bln USD with decent CAGR expected moving forward

Great partnership. Well respected company in the industry with customer base across different sectors. Both hire and consultancy services and with exposure to central Asian markets as well. Great way to build exposure and future leads alongside imminent sales.

Hello, I’m quite new to this board but really like the potential for the company. Can someone please point in the direction of Weichei JV information and how likely it is for this to go ahead? Many thanks

Do you actually think your comments on this board have any bearing on SP? Knowing full well they don’t I’m intrigued do you spend the rest of your time going round shouting obnoxious negative comments at people?

Add Git to the list, passive aggressive comments, based on no fact, no rationale whatsoever and expecting people to actually listen. Loools.

Fantastic analysis Ade. No other factors at play, just sector rise mmm, revenues? macro? Once more just generic, baseless, simplistic. BYE

Is how the bashers (ade, daz etc) think that a. people listen to them or b. they have influence over sp - lols

Hail messiah - messiah of factless & pointless words

Zero factual comment or anything remotely related to sector, pure short term momentum trade fine - but really anything else to add apart from the same baseless drivel over & over?

Sorry Daz but there's very little else that comes out apart from that!

No detail, no fact, no informed view just baseless drivel ... again

Cant see this moving any lower