Member Info for LaryLoungeLizard

What should we expect to see from the results at the end of this month?.

@Red hornet,

You seem to be missing the point.

We know 2025 there was zero revenue for AFC.

I was hoping that IF the cracker was up and running as planned(in its new location) it would be generating revenue.

If that isn't the case there wont be any other revenue streams for H1-2026, that puts more pressure on cash burn and increases the possibility of another share offering. Which is not in anyone's benefit.

You can always measure the quality of a man by his ability to apologise when he is mistaken.

Glad to be on your filter list.

@EarEyeAm ,

I may be new to this BB but before investing in any company I make sure to read/listen and digest all relevant material.

In the investor presentation from 22nd July it is mentioned by JW in the 23rd minute that the pilot cracker will relocate to Port Clarence in Middlesborough.

It also states in the RNS on 4th July 2025 that they plan to produce 400kg of H2 from that unit early 2026.

So if the pilot cracker IS still at Dunsfold when I visit later this month i will indeed to disappointed.

You dont need to confirm that I am in fact correct, we will just assume that.

Thanks.

They cant be demonstrating the Ammonia Cracker system, it should have been re-located to ICL by now and be generating revenue.

It wont be a good sign if it's still at Dunsfold.

I guess this will continue to drift down until we hear some positive news?.

As a new investor here i have sat quietly and observed this board for the past few weeks.

Quite frankly for a company that is pre-revenue and has had so many false dawns I am realistic in my risk and expectations.

This board seems dominated by a single poster with many aliases and uber excessive positive view, its very transparent and quite cringeworthy.

I am invested here to make a decent return as I am sure we all are.

AFC will sink or swim by its progress to develop and sell its products, not by a lone voice and his Linkedin account championing the company.

Is this a buying opportunity or early signs of a wider selloff prior to any trading update?.

Just interested for views, I am hoping the TU would elaborate on the scope of Weichai investment in volume manufacturing and any new possible manufacturing partner in the US..

Referring to point #2, Strategic Timelines.

Did we get confirmation that all the JV costs would be paid by the S&P Partner?.

I would have thought that confirmation, being SP sensitive would have required an RNS?.

Can you please confirm.

Needs to have another run to break the 13p barrier.