Member Info for Malik-

Who cares where it trades.
It has the SAME investor base as AIM and its a retail stock sadly - meaning it opens to complete mispricing as a result of massive swings, driven by sentiment; not fundamentals.
I am going to blame Mgt for this. They should be promoting heavily their intention of Nasdaq - not sound downbeat or downplay it as they have in the announcement.
But that’s besides the point. The stock will react hard on evidence of numbers surprising. And that’s the July operational print

It is completely AIM
The investor base is totally unsophisticated and has no clue about how to value a stock nor fundamentals

Disagree.
The inflection point is in a fact now. But since this is AIM - it will wait til the company release hard numbers -ie Results.
And this will clear in the revenue print of July - as revenues soar.

National Grid’s response to the announcements:
National Grid’s long-term strategy manager Danielle Stewart said: “Hydrogen has a key role to play in supporting the transport sector to meet net-zero. For HGVs, biomethane can help reduce emissions while hydrogen technology advances and scales. To enable the transition, policymakers, infrastructure providers, vehicle manufacturers and the supply chain will need to act quickly, working together to realise the benefits of green gases alongside other zero-carbon solutions.”

Transport Decarbonisation Plan
BIG targets
H2Green very well placed, particularly with Element2 partnership in this instance.

Video summary:
https://m.youtube.com/watch?v=uLFeBd0A94M

Press release.
https://www.gov.uk/government/news/government-publishes-worlds-first-greenprint-to-decarbonise-all-modes-of-domestic-transport-by-2050

Revenues are double that of you 1) annualise the revenues from when they get the machines by October and 2) factor in the collapse in mining difficulty.
It’s on 5-6x PE

It will double post July operational update.
Not saying on the day but subsequently.

And watch out the short squeeze :)

You don’t know what you are talking about.
Mining difficulty collapsing 35% means miners are making 35% more Bitcoin per Ph than they made two/three weeks ago.
This is game changer.
Watch JULY operational print.
Stock will double just as it sees the amount of Bitcoin and revenues made.

Just selling on fear. Completely omitting fundamentals.

That’s fine. I am buying all the way down ;)
Market is DUMB

PLS SEE CHART in tweet above.
Says it all

.

https://twitter.com/malik49977264/status/1415266747112886272?s=21

And FYI article today on FT (link below), in which MAN Energy argues ammonia use to power ships could is realistic in next 3y.

This is a key target market for AFC, and that comes on top of the $20bn diesel generator market.
Agreement with Man next?

https://www.ft.com/content/84be9279-f287-4e00-86b3-5bd264e52c79

We are now 2p away from last directors buys.
We are now >10% below where ABB bought their stake in AFC at

We remain well below the highs of the year. Remember the shares corrected earlier this year on fears of higher interest rates. Yet rates remain subdued with Us10y below 1.5%.
This year we have had some great developments including 1) First revenues - from ExtremeE, 2) ABB stake 3) Mace agreement 4) Altaaqa agreement 5) hiring of CTO from Ballard power.

This is going to be a fantastic six months ahead for the shares.
The company confirmed that there are plenty of product catalysts in H2 - something the market feared was lagging and dragging ; while Extreme E continues til October. ExtremeE is the single biggest source of promotion for the company this year.
Extreme E contributed £150k of revenues for the first race, and so, assuming a similar revenue contribution for each of the other ones and all else equal - the company should be booking revs of £0.8m from Extreme E alone this year. I remind people that in May last year (well before excitement grew further strongly on hydrogen/and govt policies) ITM had a £700m mcap for £3m of sales => this contribution from ExtremeE alone is therefore very significant from a valuation perspective for us - particularly since we are at the very start of revenue generation.
Also to look forward to this semester: 3) COP26 takes place in Glasgow in October which will be a key catalyst for the sector as a whole and 4) the Uk govt hydrogen strategy could be unveiled any time.

We are significantly undervalued. I stick to my 3x valuation upside (£1.3bn mcap) from here: based on a blended average of us achieving a low case 0.15% market share of the $20bn diesel generator market in time and nothing else (=£700m valuation at 8% discount rate) at 90% probability ; and blue sky of 1.5% market share of diesel generator market only (=£7bn valuation at 8% discount rate) at 10% probability.

one should BUY at these levels not get scared sell off and offer their discounted stocks to me ;)

I just added to my position at 20p btw. GREAT entry point.

Recap of investment thesis here:
1)Shares are up ONLY 50% since announcing a) a DOUBLING of the flagship Li resource AND b) raising group-wide resources by ANOTHER 50%. So, recent derating offers GREAT entry price. ZNWD currently has c1.1Mt LCE resource owned at 100%. The FS is based on ONLY 20% of this total resource=> plenty more value can be extracted.
2) ZNWD is next door neighbour of EMH, sharing the same Cinovec deposit on German side of border - ZNWD has a more advanced FS-stage project yet trades at less than HALF the resource multiple; and soon a QUARTER of the multiple, once EMH announces an offtake. This valuation differential makes no sense.
3)ZNWD is 35% owned by Bacanora, who received a takeover offer from Chinese giant Ganfeng. Takeover process ongoing, with key greenlight by Chinese authorities now obtained.
Ganfeng won’t sit idle with ZNWD minority stake. They either buyout or sell out. Either way, ZNWD is a takeover candidate, which warrants a PREMIUM valuation not a (significant) discount to peers as is currently the case. The implied takeout price for Bacanora’s Sonora asset offered by Ganfeng is c55% Sonora NPV. ZNWD trades at less than QUARTER of that multiple. A sale to EMH makes a lot of sense, in my view.
4) A takeover by EMH, which I am shareholder of, would be high double-digit value accretive to EMH shareholders before any synergies.
5) BIG synergies in consolidating ZNWD and EMH resource - saving on capex and growing IRR. Senior CEZ director (Czech utility which co owns Cinovec with EMH) has already talked of having only 1 processing facility for both assets.
6) VW the German company is about to decide to sign an agreement for a battery plant 50km away from Cinovec deposit - with Cinovec offtake. This obviously would have a POSITIVE readacross to ZNWD, which again sits literally bordering EMH.
7) Explo license announced which raises Li resource base by 50% at ZNWD effectively dismantles the arguments by those bearish on prospects of takeover on basis of smaller resource.
8) Hydroxide p keep rising and are now at $16k, meaning c55% higher NPVs to Li co resources yet stock oblivious to this.
BUY

*sector is gearing up…

There is literally ZERO fundamental justification for the share price de-rating from 25.
Stock remained unreasonably cheap at 25
Hydroxide prices keep on rising.
More and more activity on Lithium front (M&A, MoUs) - docs is gearing up for an excellent second half of 2021.
This is a GIFT of a price.

Upside: 80p.