Member Info for magicmerve

I have been with AFC since 2019 and this post is by far the most positive I have seen. I have never wanted to sell because of the belief and potential I have in the company, and it is refreshing to hear some logical and rational comments. I wanted to attend the AGM but time didn't allow, however I get a very positive feeling from John and believe he is being practical with the tools he has been given.

Those that are critical of AFC have every right to do so, but when I take in what is being said by the board I can't help but feel excited about the future. Full disclosure I have 257k shares and this is my future. Yes it a rocky road ahead, yes it is not certain to succeed, but with the world moving in the direction it is and with all the noise around this tech I have very confident JW will delivery.

Great post.

Ah I see, makes more sense. Thanks.

Hi all, I was re reading the Hy-5 announcement and wanted to check something. One write up states the following:

"The company, known for its hydrogen fuel cell technology, is rolling out this portable system under its Hyamtec brand, promising to deliver up to 500kg of hydrogen per day from 2026.

Hy-5 is designed as a “plug-and-play” system, meaning it’s ready to use without the need for complex setup or infrastructure. It’s also being offered under a “fuel as a service” model, where customers pay for the hydrogen they use – at a headline price of £10 per kilogram."

Is 500kg the maximum AFC can produce a day or is this per unit / system etc?

Maybe my maths is wrong, but that doesn't seem much per day in terms of £££s.

I rarely post here, in fact I've even stopped reading comments because I can't stand the ramblers / de-rampers, but this report you have written is right up my street.

To me it seems unbiased, well written, informative, to the point and it's sub headings are what I'm interested in when I look for investments. Well done because this has my attention.

You and I are on the same wavelength. Nobody knows what will happen in the short term, but I do agree with a change at the top being healthy. Also not saying Bond was good or bad.

Big news indeed. Who knows what this means for the company, but I think we can all agree it is a big deal.

Evening everyone. I drove past both an Amazon and Ocado in Bristol today and it got me thinking about whether AFC could provide power to large warehouses in place of main electricity.

My first thought was to power the actual warehouses, but then it occured to me that they could also charge their vast fleets of vans if they went to electric vehicles.

What are your thoughts on this?

Merve

Lovely little RNS to wake up to this morning. Not the best kept secret, but shows great progress.

I have to say that I agree with Hotchip on this. I really do see HW points and understand his selling rationale, but it's not necessary or professional to make the comments he has about the people he has spoken about in a negative light. Refer to them by all means, but don't name them, we can work that out for ourselves.

I do believe that right now HW is pushing PHE through to the next stage, but I'm not sure the comments he makes are becoming of someone leading the push. He certainly is an interesting character and someone I'm looking at and thinking do I or don't I trust them. His decision to sell doesn't spook me, if anything it makes sense, so I'm looking forward to this companies development. Just wish he was more Warren Buffet and less Elon Musk.

Faith in PHE, faith in the product, long and strong.

Look what happened......I got so excited I couldn't finish my sentence.

I was trying to say expertise within the broker

Escala,

I'm suggesting different brokers valuing Ocado from 600p to 2800p is quite some difference of opinion. I asked if brokers were regulated and I think the Ocado example is a good one in terms of how wildly these targets can differ. If they were 600p to 1000p I'd understand. 619p is of course dam near bang on to the lower end of the brokers valuation, but how on earth can there be such a wide difference in opinion to value them as high as 2800p. Surely if regulated a body would have challenged this.

Bringing this back to AFC, I've seen targets of 16p - 18p and then as high as 195p........and not that far between in terms of when they were issued. I'm simply curious as to how targets can be so different yet not checked. Yes I understand it's an opinion based on expertise within

To be honest I've never paid much attention to brokers before, but I would love to know legally and ethically how their targets are managed. Are they paid by AFC, do they invest themselves?

My thoughts are if they continue to re-evaluate or stick to a certain recommendation, are they regulated (you'd assume so given its the LSE), and are they challenged so that it is realistic. I remember until recently Ocado were priced anywhere between 600p and 2700p roughly. Now look at them.

Evening all,

I see a lot of different views on this BB, quite rightly, but was interested to hear what you all think on the broker targets.

Peel Hunt, the last time I checked, were qouting 195p and put a video out a while ago about how positive the pipeline looked for AFC products. I read recently that they reaffirmed their "buy" recommendation based on enquiries. Of course this is all dependant on orders being made, but how do you feel about Peel Hunt in their evaluation of AFC?

Merve

Slightly random, but I've just seen an advert for a Guy Martin documentary on C4. It's about "the next industrial revolution" and our energy bills. I wonder if hydrogen energy gets a shout out. If Guy is looking into it then surely we are on to a winner.........any promotion of green energy is good in my book.

Just an FYI this isn't a post about being positive or negative about AFC, just the sector.

Enjoy

I'm so glad I topped up yesterday.......I'm filling my boots because at this low a SP a tiny change is a big %. Mr Market is certainly having a positive day today.

Great to see the point of views from you all so thank you. Personally I think it still has potential, but not with this BoD. I am only holding because it's not worth selling for the lose I'd have to take. I'd rather take and punt and lose than sell and be right.

So, we've been back listed for a whole day..........and I'm going to ask it............what is a fair guess for the share price over the next 12 months?

I have no expectations, but if I remember rightly were we around 8p a share when we transfer to the HKSE? Could we see this again or even more?

All views welcome

Merve

Deep down I've always had my investment in this company earmarked for something else so I'm very pleased to be back on the HKSE, but I'm also secretly optimistic that it might actually have a future beyond my initial get out price. The only question I have is how on earth have the two at the top got away with this. Forget how many shares they own, how can the market allow them to still be in power.

Thanks for the confirmation of my point Gitfinger

At the risk of being ripped apart for having my own view on a forum (who knew that's what they are for) I really do think this company is going places and the tech IS good. ABB wouldn't get involved if they didn't see a future. The question is are we going to see an increase in the SP, be bought out or just simply plod along. I like most want news, but I'm also comfortable waiting until 2023......then we do need answers. I'm also in a company from China and they have been suspended for 18 months.......with no news at all until recently, so think ourselves lucky.

Aaaand here comes me the trolls.