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We wont need to wait long for the 6987th supressing comment though will we, keep smiling Garonne you are working well and executing your strategy with ruthless efficiency.

Hydrogen at the Heart of the Strategy

Oman’s ambition exemplifies the region’s forward-looking approach. The country plans to invest over $38 billion in green hydrogen by 2030, designating 50,000 square kilometres for production and aiming to become a global leader in the fuel. Oman’s state-backed hydrogen company, Hydrom, has been steering this strategy since its founding in 2022.

Green hydrogen is increasingly viewed not as a side project, but as a core component of the Gulf’s energy resilience — supporting industrial growth, enabling export opportunities, and reducing reliance on volatile fossil-fuel markets.

Key Investments Underway

Recent high-profile deals include:

UAE: Masdar signs a $2.2 billion agreement with France’s TotalEnergies to consolidate onshore renewable energy operations across nine Asian countries.

Saudi Arabia: The state wealth fund acquires a minority stake in San Francisco-based Power Factors and invests $325 million in the UK’s Hornsea 3 offshore wind project.

Saudi Arabia & Turkey: A $2 billion commitment to build two solar farms in Turkey with a combined capacity of 2,000 MW, part of a broader 5,000 MW renewable pipeline.

Qatar: A national renewable energy strategy targeting 4 GW by 2030 (30% of electricity), supported by a $17+ million budget and a prior €2.43 billion investment in RWE’s “Growing Green” strategy.

Supply Chain Reality

Despite the surge in ambition, the region is facing near-term execution challenges. Gulf solar PV imports fell sharply in March, with the UAE, Saudi Arabia, and Oman all recording significant declines. Industry analysts estimate delays of roughly three to 12 months across the active renewable pipeline.

What This Means for Investors

The investment opportunity is not simply “renewables in the Gulf” — it is resilience through diversification. Companies with international project pipelines, strong balance sheets, and the ability to deploy capital across borders are best positioned to benefit. Grid software, energy storage, and hybrid renewable platforms fit this profile particularly well.

Green hydrogen adds a strategic layer: it offers a route to long-term export-led growth and positions the region as a future leader in low-carbon fuels.

“The Gulf’s energy transition was already underway, but the current disruption has pulled forward the timeline. Alongside major solar and wind investments, green hydrogen is becoming a cornerstone of the region’s strategy — offering a pathway to cleaner growth, stronger energy security, and long-term global competitiveness.”

Over 4500 posts a busy man .. every day when the stock slows do you reappear to try to drive it further down.

Not particularly effective but you have to be admired for your consistency

It’s his job to do what he does just ignore him

Seems the usual culprits are doing their best to manoeuvre the emotion into their own agenda driven direction of travel

Patience people.. ignore the narrative we are still heading forwards

The deal doesn’t need to name H-Power to be relevant. It’s about the wider market signal: stronger UK-GCC ties, better investor sentiment, and a more supportive backdrop for hydrogen, clean tech, and cross-border capital.

So no, it’s not “rubbish” — it’s a sensible read of the bigger picture. Companies like H-Power don’t need a line-by-line mention in every agreement to benefit from the momentum it creates. The sector moves on confidence, partnerships, and commercial openings, and this deal helps with all three.

And for the record, H-Power already has tangible progress on the board, so pretending none of this matters is just selective blindness or a direct effort to sow doubt for another short or two

@hydro ..I don't see them ramping they are merely trying to second guess the 'when'.. it'll come just needs a little more patience

The media are getting excited

The hydrogen shift isn’t on the horizon anymore—it’s happening right now, and the World Hydrogen Summit & Exhibition is making that unmistakably clear. This isn’t theory, it’s rollout. With global heavyweights like NGHC (NEOM Green Hydrogen Company) taking the spotlight, the scale and speed of what’s unfolding is on another level.

And right in the middle of it—H-Power.

This is where it gets interesting. H-Power isn’t trying to catch up to the market—it’s positioned to move with it. The tech is there. The strategy is aligned. And as these multi-billion-dollar projects start locking into place, the gap between “early” and “too late” is closing fast.

But the real wildcard? A major partner or sponsor stepping in.

Because in a market like this, one big name changes everything. Instantly. Credibility jumps. Exposure explodes. Growth accelerates. If that trigger gets pulled, H-Power doesn’t just grow—it re-rates.

Look at what’s happening in Rotterdam. The right companies. The right conversations. The right timing. That’s not background noise—that’s positioning ahead of moves.

Maybe the announcements come this week. Maybe they don’t. But something is clearly building—and when it lands, it won’t be subtle.

The hydrogen economy is scaling fast.

H-Power looks ready to move even faster.

H-Power: a brand built for the hydrogen economy

H-Power is a name that says exactly what the business stands for: creating, using, and converting hydrogen into power. The new brand places H-Power at the forefront, clearly signalling a business focused on delivering reliable, scalable, commercially viable hydrogen solutions without dependence on government subsidies or incentives.

At the heart of H-Power’s offering is its proprietary, decentralised, compact and modular ammonia cracker technology, designed to produce fuel cell-grade hydrogen at scale. Alongside this, H-Power delivers low-carbon, off-grid power solutions through its fuel cell generator systems, opening up new possibilities for clean, resilient energy where it is needed most.

H-Power is built for the markets it intends to serve, and its brand reflects both the ambition of the business and the significant value it aims to create for customers, partners and shareholders.

With a strategic partnership announcement expected soon, H-Power is positioning itself for a major commercial step forward. Backed by the potential of a partnership with an S&P 500 heavyweight, the business is entering an exciting new phase of growth and market opportunity.

H-Power is a company to watch.

Fingers crossed

Couldnt be arrsed to read all that so here's an Ai summary of it...... Summit interfaces (Air Products × H‑Power)

Presentation layer: Air Products = host sponsor shaping narrative; H‑Power (via Dr. Rendall) = technical application layer on stage.

Supply chain link: Air Products supplies large-scale ammonia; H‑Power converts it on-site into hydrogen + power.

Physical interface: Direct gas feed + control systems connect supply infrastructure to H‑Power fuel cell generators.

Regulatory layer: UK Ammonia Alliance aligns safety/transport standards, giving investors confidence.

Trade show & tech integration

Booth positioning: Air Products shows global ammonia logistics; H‑Power/Hyamtec shows end-use hardware.

Complementary story: “Bulk supply” (Air Products) → “on-site generation” (H‑Power).

Cracker system (Hyamtec):

Modular units (Hy‑5), ~500 kg H₂/day per module.

Thermal cracking at ~500–850°C.

Scalable via clustering.

Key advantage: H‑Power fuel cells tolerate ammonia traces → avoids costly purification.

Efficiency: Waste heat reused → better system energy balance.

Partnership signals (but not confirmed)

Existing collaboration (e.g., Stade project testing H‑Power with supplied hydrogen).

Shared leadership links (Dr. Rendall + UK Ammonia Alliance).

Strong strategic fit: infrastructure (Air Products) + application (H‑Power).

Summit is a logical venue for announcement, but could slip due to legal/financial structuring.

H‑Power strategy shift

Rebrand from AFC Energy → H‑Power (May 2026, new ticker HPOW).

Portfolio narrowed to:

30 kW & 200 kW generators.

Hyamtec ammonia crackers.

Focus: scalable, revenue-ready products (not R&D-heavy prototypes).

Moving toward Fuel-as-a-Service (FaaS) model.

FaaS economics

Target price: ~£10/kg hydrogen (all-in).

Market comparison: ~$15–25/kg typical → strong cost advantage.

Ammonia input economics:

~176 kg H₂ per ton of ammonia.

~$500/ton → ~£2.15/kg base hydrogen cost.

Margin comes from cheap feedstock + integrated system.

Market / stock view (HPOW)

Share price ~15 GBp; increased trading volume post-rebrand.

Analyst consensus: Strong Buy.

Avg. price target ~23 GBp (~50%+ upside).

Bull case: shift to commercial scale + cleaner balance sheet.

Just my opinion, but I think the H‑Power rebrand is a smart strategic move. It puts the product at the centre of everything the company does. By foregrounding the product name, they make it much easier for customers, partners, and end users to recognise, choose, and recommend their hydrogen solutions.

The change also deliberately distances the public-facing brand from the corporate AFC Energy name, shifting perception from a technology developer to a trusted, product-led provider. H‑Power has the potential to become the name customers instinctively turn to when they need reliable hydrogen power.

From a commercial standpoint, positioning the business around a product brand supports scalable growth. It simplifies route-to-market strategies and helps drive more repeatable revenue.

I also suspect the S&P 500 partner may have influenced the name change, encouraging a standalone brand rather than one closely tied to the parent company. If so, this could accelerate market adoption and open up stronger co-marketing opportunities. On that basis, it’s plausible that any partnership announcement has been held back until after the rebrand.

John Wilson only took the reins in January 2025—and he’s wasted zero time. From no position to ~7 million shares (~0.62%), plus options pushing him north of 2%, this is serious, high-conviction buying. CEOs don’t load up like that unless they see real upside.

His fast-track appointment already hinted at urgency, and his actions since have backed that up. This isn’t about flipping the company—it’s about building something meaningful. AFC Energy is gaining real momentum with H-Power, pushing deeper into hydrogen and ammonia, right as the global energy shift accelerates.

And let’s be honest—the geopolitical backdrop is pouring fuel on that shift. Ongoing tensions in the Middle East are sharpening the focus on energy security, and hydrogen is moving from “future tech” to “strategic necessity” faster than many expected.

Now layer in growing commercial traction and the potential involvement of a heavyweight S&P 500 partner… and suddenly this starts to look like a company moving into a different league.

Wilson is all-in—and doing it early. That’s usually where the biggest upside sits.

Will it jump again when the US markets get going.. seems to have in recent days.

Found this too

AFC Energy: On the Brink of Breakout in the Hydrogen Revolution

AFC Energy (LSE: AFC) is no longer a distant promise – it is now on the cusp of a concrete, near‑term growth phase. Across trading floors, institutional desks, and major financial platforms, sentiment towards hydrogen is turning sharply positive, and AFC Energy is emerging as one of the most visible beneficiaries of this shift.

The company is not just preparing for a breakout; it is already positioned to capitalise on it. With a strategic reset completed, a clear commercial roadmap defined, and a growing list of advanced‑stage projects, AFC is shifting from a technology story into a tangible revenue‑stage opportunity.

Share price momentum and real‑world traction

Every time the US markets open, AFC Energy’s share price repeatedly climbs into a stronger range, and that pattern increasingly reflects real progress rather than speculation. The stock has outperformed the broader AIM index over recent months, mirroring the market’s growing conviction that the company’s hydrogen and ammonia‑cracking solutions are moving from pilot to commercial deployment.

Confidence in AFC is no longer confined to local circles; it is becoming a genuinely global narrative. International coverage and commentary now routinely frame the company as a key early‑stage player in the hydrogen‑economy build‑out, with this rising optimism feeding directly into the stock’s upward bias.

Partnerships and deals moving into the open

AFC Energy is now at the point where strategic partnerships are beginning to crystallise into visible, near‑term catalysts. The company has already launched a 50:50 joint venture with Industrial Chemicals Group (ICL) to monetise its UK pilot ammonia‑cracking plant and roll out its Hy‑5 containerised ammonia cracker, with revenue expected to start flowing from early 2026.

At the same time, a joint‑development agreement with an S&P‑500‑listed industrial partner is moving towards commercial implementation, focused on ammonia‑cracking solutions for ports and heavy‑industrial sites. Investor‑ and sponsor‑level partnerships are also advancing behind the scenes and are expected to be announced in the coming months, bringing capital, credibility, and market access to AFC’s platform.

Geopolitics and economics driving adoption

Global events are accelerating this shift. Ongoing tensions in key fossil‑fuel corridors are shaking confidence in traditional energy supply chains and forcing ports, industrials, and power users to act. Hydrogen and ammonia‑cracking solutions are no longer hypothetical “green” experiments; they are now realistic, economically viable alternatives for decarbonising energy‑intensive operations.

AFC Energy is positioned directly at this intersection: its technology stack is designed for exactly the kinds of sites that now need to secure clean, secure, and flexible fuel options.

There’s a wave of hugely positive momentum building around AFC Energy, and it looks like we’re sitting right at the start of something very special. Every major financial outlet on the trading floor is buzzing with optimism about hydrogen and the OS racing layer, and one widely read article in US Today Investor Chronicle singled out AFC Energy as an extremely exciting prospect with massive upside potential. The piece highlighted how the company is positioned perfectly for a breakout, especially as new joint‑venture opportunities and potential investor‑sponsor partnerships—names yet to be announced—start coming into focus in the near term.

Every time the US markets open, you can see the share price consistently lift into a more positive range, and that just doesn’t feel like a coincidence anymore. The sentiment is turning not just locally, but globally, and it appears that growing excitement is becoming a real driver behind the stock’s upward momentum. With tensions in the Middle East adding further uncertainty to the future of fossil fuels, the hydrogen and green‑ammonia option is looking more attractive and economically viable than ever before.

So don’t be misled by short‑term dips in the share price, and don’t listen to the “d‑rampers” trying to push it down so they can scoop up cheap shares. Those pullbacks are temporary and could be great opportunities to hold or add to your position. This is a high‑potential rocket, and many eyes are already on it—there’s a very real chance this thing is heading for the moon.

If we only get to 30p with the announcement of the S&P partner, then i am selling up.

Probably not ..nevertheless it would feel like a proper kick in the teeth if it didnt go higher than 30p immediately. On the plus side there are exciting news stories popping up all over mentioning AFC.. so without doubt we have a good brewing going on.. the storm is heading our way and about time. nearly 15 years later !!

Volex is an AIM listed company, involvement is welcomed but not as our sponsor or as the primary catalyst for maximum traction

Forwarded from a trusted friend.. wont explain his role but it is important to us all, he has just forwarded this slightly redacted version from his colleagues group US based company. I am starting to feel optimistic after 15 years of waiting.

Make of it what you will.. not sure who big man is and if i did i dare not mention it... filter if you want or simply ignore, sorry i cannot expand.

All defo one to keep a closer eye on

1/ A small clean energy stock is lining up for what looks like an imminent breakout — and the market hasn’t fully caught on yet.

2/ It’s already had a strong run over the past year. But this doesn’t look like anywhere close to the peak… it looks like a positioning .

3/ The key shift is happening now:

This company is moving from development mode → commercial execution

Repricing transitioning

4/ Meanwhile, the macro tailwind is undeniable.

Heavy industry is under pressure to decarbonise — and many sectors simply cannot electrify.

They have solutions that work today.

5/ This business sits right in that gap.

Demand is no longer theoretical — it’s building in real time.

6/ Progress behind the scenes has been steady and deliberate:

Partnerships already in motion

Core tech milestones delivered

Commercial pathways opening up

7/ Here’s where it gets interesting…

The groundwork is largely in place.

Which means the next update matters far more than the last ones.

8/ Market expectations still feel behind reality.

And when that gap closes, it WILL happen fast.

9/ There’s increasing focus on a potential near-term announcement — whether that’s a commercial deal, strategic backing, or both. S&P sponsor maybe airtec some whispers about the big man looking to get involved, if so we need to be in quickly

Any one of those could shift sentiment quickly.

10/ The chart reflects it too.

Price is consolidating at levels that precede expansion moves

11/ This isn’t about long-dated potential anymore.

This is a key moment now.

12/ If the expected catalysts land, the window at current levels may not stay open for long.

Keep me posted we need to align for best options

Yes @truth i found it in an American investor magazine whilst there on business flying from Minnesota to Philadelphia, i photographed it and my Ai copied into test. Sadly I can't remember the actual publication, probably because i was so shocked and suRprised to see it in an American investor publication in the first place under the heading of ones to watch. Something like investor chronicles or USA investment chronicle.. I will do my best to try and find when i get back to the UK

All seems to gaining traction anyway GLA

Found this

AFC Energy: A Prime Setup for a Major Share Price Explosion

AFC Energy is not just another hydrogen stock—it is quietly lining up to be one of the most explosive re‑rating stories in the global energy transition. With the share price already up roughly 95% over the past year, the market is clearly starting to recognise the upside, yet the real catalyst may still be under the radar.

The company is now in the final stages of a strategic reset, transitioning from a technology‑focused developer into a commercial‑ready operator. A growing pipeline of industrial and off‑grid opportunities is converging just as global pressure to decarbonise hard‑to‑abate sectors is accelerating. AFC Energy’s ammonia‑cracking and hydrogen power solutions put it directly in the crosshairs of this multi‑billion‑dollar shift.

Crucially, market speculation is building around a potential major announcement. AFC Energy has already disclosed a Joint Development Agreement with an S&P 500‑listed partner and has confirmed that the first phase has been completed, with commercial discussions underway. If a further sponsor or strategic partnership is announced, it could act as the true trigger for a powerful share price explosion.

Right now, the stock is trading near key technical levels, offering a window before the next move. For investors who understand the pattern of early‑stage clean‑tech re‑ratings, AFC Energy looks like a classic high‑risk, high‑reward opportunity on the edge of a major breakout.