Member Info for JeffMills

EBIT at 40m, shares at 386 (from 6000 at 80m EBIT in 2018). Potential for a rebound to 500p+. Shorts may have miscalculated.

This positive development bodes well for us. Norwegian electrocyser producer HydrogenPro's Q2 report reflects a noteworthy turnaround, with a profit of 6 million NOK compared to a 9 million NOK loss last year. Tomorrow appears promising for ITM as well. If HydrogenPro surpasses its EPS forecast by an impressive 277%, this could potentially signal a significant stride in the right direction. Anticipation is high.

Regarding Evri.

I was shown this from a friend:

Dear Team,

ASOS deliveries are skyrocketing, and we're at the centre of this exciting opportunity. As competition heats up, we must work together to exceed expectations and retain this rapidly expanding customer.

Our success depends on each one of you. Whether you're a driver, logistician, or support team member, your dedication matters. Let's innovate, collaborate, and deliver excellence.

This summer, let's rise to the challenge and solidify our position as ASOS's preferred delivery partner. Together, we'll set new industry standards and show them why we're the best.

1. It is rather bemusing and disconcerting that the distinction eludes you concerning a grant and a loan.

2. It is indeed an amusing irony and somewhat disconcerting that you perceive AFC's collaboration with the UK's preeminent hire company in the sector as an act of desperation.

Your inclination to discredit the two notable achievements we've witnessed in the past week, combined with your evident lack of awareness, suggests an intriguing and puzzling disposition on your part.

Casting doubt on AFC's ability to sell a product, shortly after securing a partnership with Speedy Hire, is profoundly illogical.

Regretful for the prolixity; perhaps excessive tonight. Eagerly await tomorrow. Until then, farewell, and speak soon.

Apologies for the oversight. Based on their current workings, the value for a takeover price could be estimated between £1.5-£2 per share based on the revenue by 2030. This range acknowledges the potential for even greater valuation, making it an exciting prospect for investors.

It's evident that this deal has sparked considerable excitement, and while a takeover may not be imminent, it's prudent to recognise the potential for significant growth in the years ahead!!

The concern regarding a potential takeover is valid, given the product's validation and growth prospects in a projected 2 billion market by 2030 for generators alone.

AFC, aiming for 5/10% of the market, similar to ITM, could achieve significant sales, potentially leading to a 10x multiple valuation of 200million sales from its generators = £1 a share, considering their diverse pipeline of products, Indeed, the £1 value could serve as a conservative target takeover price, considering the likelihood of additional products on the horizon, potentially further enhancing AFC's overall market position and valuation. A forward-looking approach is crucial when assessing the company's potential growth and value in the long run.

It is regrettable that some fail to recognize the brilliance of an exclusivity deal, especially when the hydrogen generator market is projected to grow at a remarkable rate of 25% annually until 2030, reaching a substantial value of 2 billion dollars.

They have leveraged their extensive market reach and distribution channels, ensuring wider exposure and accelerated sales for the product...

Indeed, exclusivity for AFC products primarily pertains to their rental availability rather than sales. This deal serves as evidence to investors and banks that AFC has a marketable product, attracting much-needed capital to facilitate their expansion. Success in business often hinges on cash flow during the critical initial stages, rather than solely on possessing the best product.

This deal is a compelling validation of AFC's market entry capability, signaling substantial potential for future investment and expansion.

Yes it seems they trying to avoid immediate tax liability on substantial profits from shorting ITM and AFC by postponing recognition of these profits until the start of their new accounting year after September 30. They might be aiming to boost their cash flow for the next year and maintain better profit margins for shareholders. However, it is evident that they are not holding their positions in anticipation of making more money from a drop in prices. Instead, it's likely that they will exit their positions once the stock reaches or surpasses their desired price. They may hope for external factors such as news on inflation or geopolitical events (russia-ukrain) to help keep the sp prices low, but they shouldn't expect any favorable news specifically related to AFC/ITM.

There was a lot speculation about Bond's lack of share purchase of shares in here, the recent deal with Speedy Hire and their upcoming demonstration highlight the company's product potential. ITM's previous 100mw order announcement saw a modest rise initially, but steady growth followed, indicating a similar trend for Bond. Patience could lead to both ITM and AFC reaching previous highs, potentially by early 2024.

Investing in companies with deals in the UK and EU might be more prudent in today's world, considering potential uncertainties in waiting on deals with China. 1863.

AFC and Ceres are excellent future investments. AFC's focus on the EU, particularly Germany like ITM Power, and Ceres' attention on China make them both promising choices. Currently, AFC's recent generator tech deal gives it an edge over Ceres, whose partnership with Bosch has been delayed. Consider investing in both, with a slight preference towards AFC.

Should he have taken the time to scroll down, he would have realised that, with the assistance of a few others, we successfully uncovered the reason behind the open shorts.

I graciously accept the person's misjudgment, recognising it as a profound compliment. It appears that upon encountering an individual with proficient spelling skills, they regrettably responded with discourtesy, revealing their own lack of discernment.

Considering the available information we've been given this week and potential catalysts (inflation dropping) a price target of 30p by year-end seems reasonable. An upcoming RNS related to Germany might serve as a significant driver to propel the stock's value above this threshold in the coming months.

Greetings Jhon. While I may be new to this chat, my experience in trading is quite substantial. I believe that account creation dates don't necessarily reflect one's trading expertise. Let's engage in a meaningful discussion without unnecessary competition. Your portfolio is impressive, but I'm more interested in sharing knowledge and insights.

My last post was a message a received communication from US-based friend, a budget analyst. Acknowledging divergent regional and tax laws compared to the UK. Nevertheless, grasping the essence of the message.