Member Info for haggismchaggis1

https://www.h2-view.com/story/aggreko-to-invest-in-hydrogen/

TESTS PASSED WITH FLYING COLOURS!!

"This hydrogen system has undergone many tests to verify that it has no fault, because in a championship such as the Extreme E where it is going to race in different scenarios of land, snow, ice, water, etc. It has undergone the largest number of tests and has passed them with flying colors, this represents a turning point in electrical technology."

https://sobreruedassae.com/2021/02/05/extreme-e-presenta-el-generador-de-pila-de-combustible-de-hidrogeno/

Revenue £1,613m
Operating profit £241m
Profit before tax £199m
https://www.plc.aggreko.com/investors/investor-centre

Rumoured takevover
https://news.sky.com/story/consortium-approaches-aggreko-to-power-up-2bn-takeover-bid-12209563

Beach,

Initially they had to sell some to rebalance the Fund, which is fine. But right now they would be selling because they are sitting on a BIG profit, a profit Fund Managers dream about every day. Fund Managers are rewarded by the performance of their Funds, big bonuses at the end of the year, something to put on their C.V if they are looking at moving to a different company, etc. So they need to take the big profits when they can, and if they feel that shares have further to go then they can leave some in for the ride, which is what I see them doing right now.

Ogggs, and logic says, based on what you just said, that yours aren't worth reading either.

Mystic Meg too!

chippyjo,

Well yes, obviously it would be bigger order being filled, but that order may just have a maximum number of shares on it, no minimum.

"Dear MM, please sell UP TO x million shares, as demand dictates, at a minimum price of x"

This is worth a read:
https://www.schroders.com/en/sysglobalassets/wmmediaassets/us-wealth/documents/order-execution-policy-2019.pdf

My view is that Schroders are selling, but only in trades of 5000 or 10000 shares and importantly, only as demand dictates.

Download and look through the trades, you'll see these 5000 and 10000 trades every day this week, sometimes 30 minutes apart, sometimes a couple or three closer together when demand increased, but it's just a trickle not a flood.

As I said to someone else. They are only selling into demand, they are not dumping and causing a price crash. Just let them get on with it, the more they sell as a trickle into the market, the less they'll have to sell when news arrives. Tough ****e for day traders hoping for a quick buck LOL!! They'll have to sit it out like I have for the past 12 years!!

Extreme E teams up with 3devo to create its trophies from plastic waste!

http://www.automobilsport.com/race-categories--24/race-categories--24,219050,Extreme-E-teams-up-with-3devo-to-create-its-trophies-from-plastic-waste,news.htm

mucksy,

They are definitely not going to issue stock to funds just to keep fund managers happy, or to create liquidity, that is not their problem.

With nearing 700m shares in issue it is very unlikely that liquidity will ever be a problem for AFC.

Fund Managers cannot demand stock from a company.

They issue stock when they NEED to, and only when they NEED to finance the business.

If funds want stock they can buy it in the open market just like everyone else, they can even give the MM's big orders to fill which have delayed reporting to hide them from us mere mortals.

Options / Warrants? Not a lot in comparison to 676m?

The £31.6m gets us to at least break-even revenues. At that point the SP will be much higher, it they raised another £30m at £2 that's only 15m shares. Or, because they now have sales and are running at break-even with a visible pipeline of sales, they could use debt finance going forward.

If in doubt just divide those MCap's by 700m shares, and £10 per share is still easily done in 2022.

Divide these MCap's by 676m shares and you'll see that AFC can reach £10 per share, once it gets a valuation similar to these other FC companies, which I believe it will, in 2022.

Bloom Energy
MCap £4,919m (up £689m)
£145m Loss (first 9 months of 2020)

FuelCell Energy
MCap £5,220m (up £332m)
£77.1m Loss (first 9 months of 2020)

Ballard Power
MCap £7,467m (up £457m)
£35.55m Loss (first 9 months of 2020)

Plug Power
MCap £23,828m (up £908m)
£75.9m Loss (first 9 months of 2020)

Surfie1961

I will still be here for £10. I've been here 12 years, as have many others on this board, and when we set a price target we mean it, we are not saying it just to ramp the price up short term which is what the day traders do.

With AFC offering the only big Alkaline FC Generator for off-grid EV charging (big market over the next few years) with the Global ABB selling them, Diesel Genset ($16Bn market per annum) replacement for building sites / Events / off-grid industry (think India and Africa for a start), plus a new compact version coming along in 2022 (possibly sooner IMVHO) to open up new markets and bigger installations (2MW+), plus Alkamem, Ricardo working on Marine, Rail etc. With all of that and no doubt more appearing as we progress, this stock could be £10 per share in 2022. After holding the stock tightly (in certificate form!) for 12 years waiting for them to go commercial, another 2 years is a walk in the park now that they have gone commercial and will be concentrating on sales instead of R&D.

I'll let you into a little secret, there is no chance of AFC being acquired in the next two years, by that time it could be £10 a share, I hope it is, because that is my target, it's where I quit work and live off the interest, or dividends from investing everything in blue chip stocks.

In case you've not noticed, none of the other FC or H2 companies have been acquired, and some of them have been running for 20 years. Even with the FC / H2 market boom, none of them have been acquired.

You'll see some strategic investors buying chunks, because they want a low risk slice of a company, they don't want to own the company because their core business is not Fuel Cells or Electrolysis and never will be.

Also, all of the FC / H2 companies are loss making including AFC. Why would any CEO in his right mind acquire a company before it is profitable is beyond me, and would be well beyond his/her Financial Director too.

"it intends to position itself as an intermediary between the producers of green energy and the consumers powered by it."

If that's the case then they won't be putting any money into ITM as it doesn't fit that description. What the above means is fuel storage, transport of fuels, and dispensing fuels. ITM are producing fuels, so don't fit.

Just proving that they walk it down faster than they walk it back up!

Buy volume 2,954,866
Sell volume 2,959,862

ABB Full-Year 2020 Results are out today on their Website. The below info is in AFC's segment of their operations and shows just how huge ABB in the electrification sector!

Electrification (EL)

KEY FIGURES FY 2020
Orders $11,884m
Order backlog $4,358m
Revenues $11,924m

"Orders benefited from strong demand in data centers, EV charging and renewables, as well as healthy activity in sectors such as rail and food and beverages"

Bananaman2,

Ah yes, not sure where I picked up NASDAQ from!!

Many Moons ago, HW was looking at listing AFC on NASDAQ so that AFC would get a valuation similar to the USA FC companies. Maybe that will happen once we get selling in the USA, or build an assembly plant there (so that we can do 'made in USA' to please Joe Biden), next year maybe?

Except the Zeus Research note said results early March.

No way will you get an Annual Report before the Final Results RNS.

Last year the Final Results were out on Friday 28 Feb and the Annual Report was posted out on 30 March.

All they were trying to do was scare everyone else into selling, it was so obvious.