Member Info for haggismchaggis1

Once the results appear it should be at least £5.50 to £6.00. With the Q1 trading update it should go higher than that. And from then on it'll keep climbing, because the growth plan that took it to £8+ hasn't changed. No reason for it to go back below £5.50 once those results are out and the market is satisfied again.

Alt,

Just shows you that the clowns on here haven't learnt a thing about Fuel Cells, even the most basic principle that if you openly mix Hydrogen and Oxygen it goes BOOM and turns into water. You don't really want it to go BOOM inside your Fuel Cell and then have water in all the wrong places in the Fuel Cell, so the Nitrogen is used to purge it of Oxygen before the Hydrogen is turned on.

Did anyone else notice CWR dropped 10.1% today? They have a big cash pile so it doesn't look like they are working a fundraising, unless it's for an acquisition or to build another factory somewhere. Maybe it's just the scummy ballbag hedge fund shorting increasing on them, as it has been creeping up for a while. Look at their shorted chart.

https://shorttracker.co.uk/company/GB00BG5KQW09/

AFC stated in the results on 9 March "Contracted commercial agreements worth £5M (as at the time of this statement, including post year-end)." unless I'm very mistaken, this IS revenue.

As for the NEXT order, it could come from anywhere, as AFC have fingers in many pies.

Altaaqa were very close to signing their distribution agreement when the results RNS appeared on 9 March 2022. Their agreement signing could come with a big order.

"We are progressing well on discussions with Altaaqa for a dealership agreement across the Saudi and MENA regions based on their strong focus on transitioning away from fossil fuels in remote power. Altaaqa's current market leading multi gigawatt fossil-based power generator business across Saudi Arabia and surrounding regions fits very well with our aspirations for targeting the Gulf region for fuel cell deployment."

MOU RNS
"Altaaqa owns and operates one of the world's largest rental fleets of mobile diesel power modules, with 2GW of capacity within its portfolio. Altaaqa is aiming to complement its conventional diesel power modules offering with sustainable, zero emission alternatives for the Saudi Arabian and MENA regions."

To do that, it would need to order systems for itself, aside from the distribution part of the business.

Another big buyer I could see popping up soon is a UK genset hire company that will hire systems directly out to Mace etc. AFC and Mace have been courting said hire companies for a while now, so the agreements are only getting closer. Don't forget, it's not just a case of AFC leasing systems to a hire company, because they are working in partnership with MACE AND the hire companies, the agreement between hire company and Mace has to be sorted out at the same time, which adds complexity and time to the process of signing agreements.

Acciona should have test systems soon, so they will then be in a position to place a sizeable order.

Loads more potential buyers, 50+ was 11 months ago!, it's probably 100 or 150 by now.

Their apples to oranges comparison is laughable "The company is currently selling hydrogen fuel at £2.28 per litre – lower than the £2.48 per litre price of HVO"

As if 1 litre of Hydrogen contains the same amount of energy as 1 litre of HVO, DOH!! And then consider a Fuel Cell operating at >60% system efficiency vs a Diesel Genset operating at 35% to 40% system efficiency, DOH!!

And AFC can undercut all of them with dirt cheap cracked Ammonia.

"It can take up to three years to establish a grid connection for a new DC charger."

https://insideevs.com/news/583132/charge-up-europe-charging-report/

Or just drop an ABB + AFC Fuel Cell EV Charger on the spot, far quicker.

Could be!

"ABB will be providing the electrical propulsion plant for the vessel. This includes ABB Onboard DC GridTM, Z-drives, transformers, fuel cells, and the Power and Energy Management System."

https://www.e1marine.com/resource/world-s-first-methanol-fuelled-towboat-to-launch-in-2023

Here's my summary:
1) Sorrell says nothing material holding up the accounts otherwise he'd have announced it.
2) Delays right across the Audit industry, with a month or more delay being normal.
3) Several other companies have reported the same delay.
4) Two brokers have said buy S4 since the delay started, one only a few days ago with a 700p target. Other brokers maintain their buy ratings from before the delay. None have said sell or even hold.
5) Sorrell said the info in the year end trading update still stands
6) A Q2 trading update is due this week and will surely boost the share price even if last year's results don't appear before it or at the same time.

You can only blame the con men for the state of this board, as it is their lies and deceit that are the root cause. If everyone was honest there would only be 0.1% of the friction we see on here every day.

Sometimes I wonder if back 10-15 years ago word went round the criminal underworld saying "We all now have a way out of crime and can make even more money! No need for theft, no breaking and entering, no bank jobs, no money laundering, no pimping, no deadly car chases, no drug dealing! No brains needed! All we need to do is work the stock market as a gang, just blag it and trade the shares up and down, short the shares on the way down, posting positive crap on the way up and negative crap on the way down, easy money!!"

Maybe that explains why we now have discussion boards full of con men that talk garbage and don't have two brain cells to rub together. Many of the things posted about AFC and AB are clearly from people with criminal minds, just trying to con investors out of their on-paper worth.

We usually get a Q1 trading update this week. We should get one regardless of whether the results are published this week or not, as the Q1 trading update is totally separate from last years results. We could get the results and trading update in the same week, which would be huge for the share price. On the other hand we could get a trading update that advised how soon the results are expected to be published whilst reiterating that there is nothing material to announce regarding the delay, and that the delay is a PWC lack of resources issue.

"S4 Capital initiated with a Buy at Citi."

"Citi analyst Thomas Singlehurst initiated coverage of S4 Capital with a Buy rating and 700 GBp price target. The company offers superior growth and its imminent fiscal 2021 results could be major catalyst, Singlehurst tells investors in a research note."

https://thefly.com/n.php?id=3500481

This might be worth a punt as part of your pension plans.

"Electric Vehicle Charging Infrastructure ETF launches in London to access huge predicted growth"

Europe will need 65mln charging stations compared to 374,000 today, according to a report from EY earlier this year

The Electric Vehicle Charging Infrastructure Equity UCITS ETF (LSE:ELEC) is launching in London and other European stock markets to allow investors to track the growth of electric vehicle charging equipment and charging stations.

Providing exposure to listed firms that have their main field of business in the development and construction of electric vehicle charging infrastructure, the ELEC fund will track the Solactive EV Charging Infrastructure Index and be managed by HANetf.

The index is composed of two sub-industries: battery charging equipment manufacturing and electric vehicle charging stations.

Companies in the equipment segment include Blink Charging Co (NASDAQ:BLNK), Wallbox NV (NYSE:WBX) and Beam Global (NASDAQ:BEEM), with charging station specialists including ChargePoint Holdings (NYSE:CHPT) and EVgo (NASDAQ:EVGO).

The Solactive index also incorporates exclusionary ESG screens in its methodology that mean ELEC is classified as an Article 8 fund under the SFDR regulations, HANetf said.

Underpinning the launch of the ETF is the need for a large acceleration in the roll-out of charging stations in order to support the growth in demand for EVs.

With 130mln EVs forecast to be on European roads by 2035, compared with around three million now, the continent will need 65mln charging stations compared to 374,000 today, according to a report from EY earlier this year.

“Just as the growth of traditional cars in the 20th century required the building of gas and petrol stations, the electric car revolution in the 21st century will require abundant charging stations and home units,” said Hector McNeil, co-CEO and co-founder of HANetf.

“We are thrilled to be providing investors with a new thematic ETF to access this exciting growth area.”

https://www.proactiveinvestors.co.uk/companies/news/980551/electric-vehicle-charging-infrastructure-etf-launches-in-london-to-access-huge-predicted-growth-980551.html

Nice video "potentially 1000's of UAP's worldwide", clearly he's being conservative, as with 'Journey's of 30 miles or less" it could easily go on to 10's or even 100's of thousands worldwide, at every airport, port, rail/coach/bus station, locations in the city centre and up to 30 miles away for commuting, etc, park and fly city low emission travel schemes, etc.

Shell EV Forecourt, Fulham, London. "This will be the template of hundreds of other hubs right across the UK".

https://www.youtube.com/watch?v=of6rSdoGjJg

It's our old friend Frank!!

Frank Muehlon, CEO of ABB E-mobility commented: “In line with our mutual involvement in the ABB FIA Formula E World Championship, both ABB and Shell are innovating to drive progress in e-mobility. We have been working together on the roll-out of public charging infrastructure since 2019 and this latest agreement takes that collaboration to the next level.

“We are excited to support Shell in realizing its objective to create a global charging network. With access to the full breadth of our charging portfolio, we are ensuring that Shell can select the most appropriate solution for every use case, helping to get more people charging regardless of their location.”

https://new.abb.com/news/detail/90500/abb-to-support-shells-global-ev-charging-ambitions

Of specific interest to us is "With access to the full breadth of our charging portfolio, we are ensuring that Shell can select the most appropriate solution for every use case, helping to get more people charging regardless of their location", so for example, locations that are grid constrained or remote enough that the only logical choice is off grid power. Nice!

Telecom12,

The Porsche EV's charge at 800v. Big draw on grid power. 4 of these and a Porsche EV charging site is drawing over 1MW. Potentially it is new substation territory.

Porsche Taycan Turbo S
262 kW DC
Fastcharge Time (25->196 mi) 19 min
Fastcharge Speed 540 mph

https://ev-database.uk/

mucksy,

Ah, solar panels!! Well remembered! Thanks :)

There are many liars on here, they lie about buying high, they lie about being long term and then just sold out, they lie about buying low once it bounces, they lie about everything, they make it all up to try to swing sentiment in favour of their trading position, they hope that other traders will follow them, they hope that some of the nervous sheep will follow them.

You may not be able to see it, but many others can.

Blah blah blah.

Fact is, QFI gave estimates, not promises or guarantees, and Hofstadter's Law applies to all estimates, whether you want to try and pooh pooh it or not.