Member Info for haggismchaggis1

Mucksy,

BTW, you might be confusing suggestions with predictions. If you read my first post above you will see the words "I suspect" and "could possibly", neither of which indicate a prediction, as I am not stating that anything is any more than a possibility.

The same can be said of 99.99% of my comments on the other stock you mentioned.

Hannah Vickers
Chief of Staff, Mace Group
Construction Leadership Council’s (CLC) steering co-ordination group member.
https://uk.linkedin.com/in/hannah-vickers-4a432792

The Construction Leadership Council
https://www.constructionleadershipcouncil.co.uk/about/

Mucksy,

I suggest you read their news for the past 10 years and compare the news to my predictions, you'll find I got many predictions correct, but nobody gets 100%, not me, not you, not the highly paid analysts, nobody, because nobody has a working crystal ball.

Feel free to chat about them on the private shareholders forum, all are welcome so I hear. And if you haven't read up on BioMSAR I suggest you DYOR on that ASAP.

Mace are certainly one client that could be timing it's order for COP26.

"The Road to COP – and Looking Beyond"
5 October 2021
Hannah Vickers, Chief of Staff, Mace

"Our first priority this week is to accelerate the shift of the construction workforce to zero emission vehicles and onsite plant."

"Across the UK, early in the morning, construction workers in all sectors begin their commutes, often traveling long distances to remote work sites; and when they arrive they largely use diesel-powered plant to power machinery and deliver their projects."

"A significant amount of the carbon we generate as a sector comes from the fuel we use to move our people and materials around the country; and the energy we use to power our machinery on site. There isn’t a cheap fix to this – it requires investment in new technology and equipment – but it’s one of the places where we can easily make the biggest shift."

"From the biggest firms to the smallest, everyone can make an impact here – whether you’re investigating a switch to electric vehicles or exploring the potential for the use of hydrogen energy on site."

"COP26 will mark a major watershed moment for global efforts to reduce climate change – but we mustn’t lose sight of how that international agenda impacts our sector and how people in our industry travel and work every day across the UK. As the Construction Leadership Council we have made a clear commitment to the sector we will be there to support through this transition."

https://www.constructionleadershipcouncil.co.uk/news/the-road-to-cop-and-looking-beyond/

And this:

Mark Reynolds, chief executive of Mace

"As we look towards the COP26 conference at the beginning of November, we must resist the urge to despair and be empowered by how far we’ve already come; and the progress we’ve made."

"Ten years ago sustainability was barely on the agenda for many firms in our industry – now it sits front and centre of almost every tender process and design review. Clients, contractors and consultants are all on the journey; we just need to move faster. "

"The CLC’s ConstructZero initiative has for the first time laid out a clear framework that we can all adopt, and their new measurement process will give us much-needed industry-wide data about our performance. The better we collaborate together the better we perform. ConstructZero is our route towards a low carbon construction industry. "

"So, what do we need to do? Many of the solutions to address the challenges exist today, let’s share them, adopt them and implement with a rigour never seen before in our industry."

https://www.macegroup.com/perspectives/210827-the-ipcc-report

SonofaGun,

Absolutely. And we have another 11 weeks and 6 days to go for that, so there's absolutely no reason for anyone to say we 'need' sales 'soon'. We don't. In fact we don't even 'need' sales in the next year based on our cash pile, although I expect we will have many significant sales in that time.

Keep your eyes peeled every day up to and through COP26 for sales RNS IMVHO.

I suspect we'll see a lot of action from AFC before and during COP26, as the press will be on the lookout for any news related to climate change, and climate change will be on many people's minds. Clients and partners will also want this publicity.

We could possibly get an RNS every week (new products, product updates, partner updates) for the next 3 weeks to build up interest before COP26, and then several during COP26 (possibly including sales to clients that want to highlight their green credentials during COP26) to hammer things home, that's what I would do anyway.

BAS,

So you are saying that the figures quoted for cash burn are the same as the past 10 years, well that is wrong, totally wrong.!

The cash burn in H1 2021 was £3.3m, in H1 2020 it was only £2.1m.

It clearly states that the figure includes "The scale up of our manufacturing capabilities, an increase in headcount and increased investment in our technology and assets"

The figures for cash burn are very near term (nothing whatsoever to do with the past 10 years), that is the whole point of half yearly results, to tell us the most recent cash burn level.

Cash burn will obviously go up a bit because AFC are ramping up to 100 staff, but there is still many YEARS of cash in the bank even with that. And if we get orders we will spend some but get it back in revenues and profit. I was being flippant because I couldn't be bothered to sit here and do exact calculations because precise cash burn rates are not relevant to the point I was making.

As I said, the point of my post was "AFC do not 'need' to sell anything 'soon'" and that remains the case, no matter how much you want to be picky about cash burn figures.

athansius,

If that your way of sticking your head in the sand, then carry on. Maybe you should check the latest 'headline' from MPO, then wake up and smell the coffee.

I was being flippant, but I guess you didn't notice. If you want accuracy:

Half year results 23/06/2021
"Stronger half year cash balance of GBP61.6m (HY 2020: GBP2.8m) with investment in product development and increased headcount resulting in an increased loss for the period of GBP3.3m"

That's enough cash for 9 years and 4 months at that burn rate.

My point however was as I said in my post, AFC do not 'need' to sell anything 'soon', so no matter how many years you think the cash will last, it will be YEARS, and therefore my statement stands.

athansius,

The difference is that I can see right through their façade, as can the others that have filtered them, but you can't. So good luck with your experiment, as I already know the outcome!

ABB Capital Markets Day 2021

December 7th, 2021

https://capitalmarketsday.abb.com/

taskmaster,

Actually we don't 'need' to sell anything 'soon'.

AFC has £60m in the bank, that is over a decade of cash, so AFC are not desperate to sell anything to keep the company afloat.

AB said we would have sales in H2 2021. There is still almost 3 months of that left to go, and we know full well that it's likely that sales would be announced during COP26 at the end of October, to get maximum PR when everyone is thinking about climate change and the press are all over climate change news.

athansius,

I 100% admit to moaning about the con men traders. They however are not moaning, they don't actually believe 90% of what they post (the other 10% being facts they can't argue with, so they have no feeling about those), they are just posting anything they can make up in order to put people off the stock. Asking them to stop doing what they are doing is not going to work, because they are doing it for money, not because they have any interest in AFC or the wealth of it's shareholders. When you ask them to stop, all they will do is laugh, and then think up some more BS to post.

In April, ABB and Dutco both invested in AFC.

"AFC, a specialist in hydrogen power generation technologies, said ABB has subscribed for £3.25mln in newly issued AFC shares, while Dutco Group, a Dubai-based conglomerate, has subscribed for £1.5mln of new shares"
https://www.proactiveinvestors.co.uk/companies/news/946782/afc-energy-eyes-data-centre-market-as-abb-backs-fundraising-946782.html

Dutco are based in Dubai.

So I find the following news item very interesting:

"ABB to celebrate 45th anniversary in the UAE at Expo 2020"
"Against the backdrop of Expo 2020 Dubai, ABB, one of the world’s leading technology companies, looks back at 45 years of success in the country and commits to advancing the UAE’s transformative projects."

"At the Expo ABB’s Futuristic vision of sustainability is on showcase, underpinned by electrification and automation solutions."

"ABB is set to highlight innovations under the pavilion’s theme of ‘Co-creation for Innovation’" (this is where I see the link between ABB and Dutco coming into play with AFC based products for EV Charging and Data Centre power)

"On December 13, the company will celebrate ABB Day with its key stakeholders, including its partners, customers, and employees." (what's the betting AB will be there!!)

http://www.tradearabia.com/news/IT_388039.html

Or better still, Green Ammonia fed Fuel Cells.

Another product that AFC could announce in Q4 2021, one which I posted on here in May 2021:

10/05/2021

With reference to the following excerpt from the Platts S&P article:

"The ammonia still has to be cracked on site by a small 'cracker' unit, but Bond said: "watch this space, maybe we'll be able to get rid of that at some point."

I do not believe he is talking about an AFC cracker here, because he says of the cracker "maybe we'll be able to get rid of that at some point" which means regardless of whether it's purchased or an in house product, they will no longer need it.

This leads me to believe AFC are working on a Direct Ammonia Anion Exchange Fuel Cell, utilising Alkamem, which is an Anion Exchange Membrane.

https://iopscience.iop.org/article/10.1149/1.3428469

Another electric racing series coming along in 2023. With 10000hp they will need seriously fast charging. Maybe AFC can help with that.

https://www.touringcartimes.com/2021/10/10/dtm-unveils-1000hp-electric-design-model-2023/

The Deutsche Tourenwagen Masters (DTM, German Touring Car Masters) is a grand touring car series
https://en.wikipedia.org/wiki/Deutsche_Tourenwagen_Masters

Scroll down to DTM Electric
https://www.dtm.com/en/future

MPO, so desperate to make his trades pay off, just like all the other con men traders on here, can't keep away, got to keep dumping their trader BS on here in the hope it swings sentiment in their favour. 'Long term hold' to them is a week.

Another one with pointless waste of time posts. Keep talking to yourself, I'm not interested in your sarcasm and twisting of what people say to suit your own stupid posts.

"This message has been filtered, please adjust your filters to view"

ColdFishPie, filtered.

Con men traders are the one's continually posting "we were promised sales and we still don't have any"

AB said SALES WITHIN Q4 2021. This is what the con men traders are trying to hide, NOT the number of days left.

Keep up boy, if you even can …...