Member Info for haggismchaggis1

Maybe they also want to buy out SCIR's share, but want to see what's down there first?

"Scirocco holds an 8.39% non-operated working interest"

bullfrog,

I doubt 4.45m would have got 0.9 as the sells were only getting 0.85/0.86 at the time.

If 450k only got 0.85 to 0.86 15 mins earlier, no way would 4.45m get 0.9.

Saying "they may add small amounts in the year ahead but not sure" is known as subtle deramping, it is intended to instil doubt into other investors minds as to whether they should buy the stock, to hopefully put them off buying any meaningful amount of stock at this time.

Saying "I’m expecting 3 to 4p at some point'' is just as bad though, whether intentional or not, as anyone looking at the CH-1 spud should be looking at 10p not 3p to 4p.

Everyone should take any suggestions of price this year, including mine, with a huge pinch of salt, think for themselves and decide on a target price of their own, but don't post it here as there's no point because everyone should be ignoring it anyway.

The only delay here is between your ears. Please try to catch up with the story, it's not about the past, it's about THE FUTURE!

He has not left ABB.

His part of ABB was renamed to Hitachi Energy, he didn't go anywhere.

Alt,

The AGM questions should be available for download from the AFC website soon, as last years were.

You could always message AFC and ask them to advise, just say you had asked Dr Rendall the question during the AGM but were not sure of the answer.

"We are talking years and years till AFC take off fully"

That all depends how you define 'take off fully'.

I would define that as having £1Bn+ in recurring revenues, achieved through a mix of sales through EV Chargers, Site Gensets, Data Centers, Ports, eVTOL recharging, Marine, microgrids, Methanol Reformer integrated, Ammonia Cracker integrated, etc, etc.

That scenario is surely only something for Pension Funds, HNW/UHNW and the youngest private investors. Everyone else can make what they consider 'a fortune' here within 1-2-3 years and be gone if they so choose. That fortune depends how big you invest, as the return on £1k is not going to be a fortune, but on £100k could well be considered as such.

I expect a load of RNS this year that will keep the share price ticking up, RNS covering: Power Towers, HFC's, S Series progress, Alkamem, distribution agreement with Altaaqa, Hire companies getting on board, feedback on systems in use by Acciona and Keltbray with multiple orders from them, Mace finalising their deployment plans, and plenty more. Plenty for shareholders to be getting along with for the year.

From late this year to early next year we will see ABB integrate it's rapid charger with an S Series, and then we will see all the buyers they have had lined up for over a year all appear with their orders. At the same time, the big S Series will go to construction sites. BOOM will go the share price.

After 13 years as an AFC shareholder, I doubt I will need to wait past 2-3 years to get the £8-£10 per share that I am looking for to give me a big lottery win and early retirement. Anyone that wants to hang on past that for "AFC take off fully" is welcome to it, and I'll wish them all good luck at the time.

Alt,

If you look at slide 32 of the AGM Presentation, it shows what is inside a Methanol Reformer, and alongside it is an image of a HFC cartridge.

Now look at slide 33. This shows the Methanol Reformer packaged in a box that is shown alongside the same HFC cartridge. This to me shows that the Methanol Reformer is being designed to fit into a Power Tower, based on the size, and that it looks designed as a slot in cartridge, not something that would sit outside of the FC system.

Another 1.8% up, and yet NO CONTRACTS!

That is now 30.66% up in 6 days, yet NO CONTRACTS!

LOL!!

AGM Presentation is available for download ...

https://www.afcenergy.com/investors/company-presentations/

Alt,

My understanding of "fully integrated" is that the reformer will be built into the tower, just as the EV Charger is "fully integrated" in the Power Tower EV, no external box required.

To me 'fully integrated' means 'into one unit', otherwise it would not be 'fully' integrated.

SFOR often recovers later in the day, lets see ...

It is a non event for S4, but it is absolutely great to know that "SEF4 Investment SCSp continues to hold 35,913,245 Shares, representing approximately 6.47 % of the entire issued share capital of the Company", which is £117,149,005 worth of stock at this price, and once the accounts appear it could easily be double that this year, and more in the future.

SEF4 Investment SCSp is managed by Stanhope Capital, of which Daniel Pinto is the Chief Executive . Daniel Pinto was not involved in the conversion process which SEF4 Investment SCSp was contractually committed to undertake.

Following the above transfer, SEF4 Investment SCSp continues to hold 35,913,245 Shares, representing approximately 6.47 % of the entire issued share capital of the Company.

In the HFC announcement, AFC stated that the HFC would take H2 or Methanol only, and that the S Series would take H2 or Ammonia only. This is due to the different chemistry of the Membrane used in each. The HFC will not take Ammonia, and the S Series will not take Methanol (hence the need to design the HFC in the first place).

"The "S" Series AEM fuel cell continues its development path, accepting both direct hydrogen and green ammonia as a hydrogen carrier as its primary fuel source"

"The HFC affords similar energy density to the AEM "S" Series, but in addition to direct hydrogen, will also accept hydrogen from Green Methanol (but not ammonia) - a fuel also under strong investigation as an effective carrier of hydrogen"

https://www.lse.co.uk/rns/AFC/year-end-operating-statement-ohe9radk7ls1rq5.html

I guess it is the market that AFC are targeting, and the size of the systems they are or plan to be installing, that they decided to go with containers.

You can always send them that info and suggest trailers as an option, but I guess they already looked at the option.

Absolutely Steve, absolutely!

In fact, all Permian Investment Partners, LP have done is load up. And Peel Hunt have a target of 830p, issued just three days ago, well past the delay RNS, so they are not expecting anything but good news once PWC have finished their work and signed off the accounts.

Either you think it's cheap and you load up, or you panic sell.

Worrying about a small percentage up or down is not the way to go though.

The real money to be made here is when PWC are happy that they can sign off the results and we get the RNS, then BOOM.

As I keep saying, PWC have not resigned as Auditors, so there is clearly nothing in the accounts that PWC are concerned about being associated with, which is very bullish for getting the results signed off and released soon. Look at the POLY news today, their Auditor resigned as soon as they had an issue with POLY, but PWC are still working on SFOR accounts, so no issues here other than playing the waiting game.

Thanks Justaguess!