PEER GROUP DISPARITY INCREASING AGAIN!!!!!12 Jan 2021 21:32
MCap's today, and the gains/losses since the close on Wednesday 6 January, 4 trading days.
AFC was clearly walked down today back to £500m. Note there is no meaningful difference between buy and sell volumes, in fact buys were ahead of sells this afternoon yet they still kept walking it down against the supply/demand flow. Buys =2,969,071, Sells = 3,209,437, ??? = 234,256.
Note also that the MM's kept it just above the £500m with the uncrossing trade at the end, that tells me (same as when we were stuck at £500m before) that the MM's and ii's don't want it to drop below £500 closing price, although as before, they will let it dip its toe below during the day if it means they can hit stop losses.
Several peers have gained way more than AFC's ENTIRE MCap despite having NO NEWS of their own (a sector re-rating). AFC's value has to be relative to it's peers, not an exception!
I look forward to the next re-rating to £1Bn+ if the MM's are reading this! Looking at the MCap's of our peers and their losses, £1Bn would be very fair for AFC right now.
Proton Power Systems
£476,000,000 MCap (down £33m)
£6,400,000 Loss
AFC Energy
£507,000,000 MCap (down £5m)
£2,850,840 Loss
Powercell Sweden AB
£1,723,120,000 MCap (up £90.8m)
£6.73m Loss
Ceres Power
£2,393,000,000 MCap (up £155m)
£7,270,000 Loss
FuelCell Energy
£4,494,009,270 MCap (up £1,582m)
£77,108,170 Loss (first 9 months of 2020)
ITM Power
£3,111,000,000 MCap (up £55m)
£29,560,000 Loss
Nel ASA
£3,995,890,441 MCap (up £692.8m)
£21,490,270 Loss (first 9 months of 2020)
Bloom Energy
£4,333,562,950 MCap (up £618.8m)
£145,324,363 Loss (first 9 months of 2020)
Ballard Power
£7,101,394,900 MCap (up £2,136m)
£35,555,474 Loss (first 9 months of 2020)
Plug Power
£22,608,716,650 MCap (up £11,930m)
£75,907,994 Loss (first 9 months of 2020)
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