Member Info for Hydro-Jen

Good grief. Might as well ask Disney. AI is like an opinion poll - it can always generate the answer you want if you ask it the right question.

There may come a point where STF(u) comes to acknowledge that those people who maintain touch with the real world aren't shorters, a gang, negative etc. aren't doing anything other than being rational and keeping a clear head.

It won't be today because obviously he was 100% right that there's probably be announcement today or last Friday - as usual.

As night follows day there's a routine event and STF(u) predicts that there'll be an associated RNS. Not enough fingers and toes to count the number of times there have been no such correlation.

We know that the actual results will be close to meaningless

We hope that there will be a positive message

There is no reason to expect news at this specific point

That does not, of course, preclude actual news.

Negative - blah blah blah

Shorter - blah blah blah

Slippery - blah blah blah

Well, that aged well...

There's no point asking for a 'return to H-Power' as you refuse to engage in a discussion about it. Anyone who actually wants t look at the risks must be a shorter - which is absolutely ludicrous.

I'm referring to the potential action by terraform, which was reported a long time ago

That's years old. And ridiculous

This one does sound a bit pie in the sky - but there certainly will be threats; we are most certainly not the only game in town

I saw that article myself. It is clearly a potential threat to HPOW if it really can be produced for under $1kg. Obviously there are significant complexities involved but just shutting down debate with insults is par for the course here.

And as the model is leasing rather than selling units, so that we can provide the soup to port service, revenue clearly wont be the price of units plus margin

There is no perfect method for a company which is essentially pre (material) revenue. Twas ever thus. Depends largely on hope and overall sector sentiment - and we know that both of those are hugely variable.

There's absolutely no point in anyone on here 'providing' (aka having a complete guess). The onl thing we know for (almost) sure is that it is highly unlikely to be exponentially lager than before at this point.

Don't encourage him. Contributes zip all

You must know, surely, that price to sales isn't an appropriate valuation metric at this stage?

In profit. Let's hope that lasts longer than the last time I popped into the blue a few weeks ago.

Oh shush, SOY - grown ups are talking.

I am trying to establish what was said when:

There was an IM update in July 2025, six weeks or so after the RNS to announce the JDA

When we were updated via IM after the annual results were published in February

Unfortunately the relevant presentations seem to have disappeared from the Investor Meet website - doubt it's anything sinister; probably just a result of the name change and a failure to link old to new. Neither of them are on the company's website (that I can see).

Anybody who says that they didn't expect some news by now is lying, that's obvious. We all thought that there'd be an update by this time. That doesn't, of course, necessarily mean bad news but given the history that so many of us have experienced it's hard to be sanguine about silence.

If you bear in mind that our financial year is to end of October I'd expect materially less than that

Yes we do Lary:

https://www.lse.co.uk/rns/AFC/joint-development-agreement-ovcbptu6be3ch86.html

What we don't have (yet) is a commercial proposition emanating from the JDA

This is from the RNS, whose anniversary is 2 days away.

Under the JDA, the Company and the Industrial Partner will collaborate to develop a range of small to large scale highly efficient ammonia crackers for hydrogen production using AFC Energy's proprietary modular and efficient ammonia cracking technology. Development costs incurred by AFC Energy under the JDA will be reimbursed by the Industrial Partner, an established, publicly listed player with an aligned supply chain who brings strong financial capacity and a wealth of technical capability.

W4ttsy. Just ignore the nonsense about shorting. It's a truly weird form of paranoia.

It's just pitiful that you can't have a debate without resorting to such nonsense. Just pitiful. If you think it was a tracker then identify the ones it could have been due to their structure. I'll wait.