Member Info for MPO818

All that is need now is the new equipment to be installed and turn on the taps.

Had to check that the author wasn't Paul Vonks

This has just popped up on Primary Bid. Expect it will have holdings in our peers and probably AFC.

VH Global Sustainable Energy Opportunities Plc
LON:GSEO
Industry Financials
Offer Price 100p

The offer will close at 2pm on 27 January 2021. Capital at risk.

Only AFC finished in the red in my portfolio, don't remember that ever being the case before. UK stocks catching up with other markets only another 800 odd points to go.

I think many on here are getting over excited over this appointment, the guy is an employee he is not a director. He had a similar role at Harworth (market cap £330m) again he was not a director. He will not be issuing any RNS that's not his level.

In the defence of Southbank, they may have recommended their subscribers to buy AFC between maybe 16/25p. It’s quite normal in this type of situation for sell half to be recommended, protecting capital. The investors chronicle frequently follow this style. I wish I had done that with SXX.

Poor choice of words I think (GAMBLE) Furthermore our peers (ITM and CWR both AIM Co's) who we are hoping to catch in Market Cap terms have respectively 43% and over 37% held by Institutional Investors / partners who would be upset to be considered gamblers. their holdings are worth a couple of billion, neither company make a profit.

One trade is £471.15k the other is £154.09k. That is A LOT of money for any ii to gamble on an unprofitable AIM stock with only three commercial fuel cells sold to date, neither delivered yet.

Think it may have more to do with a full lockdown coming.

On the first full lockdown in March AFC furloughed no staff, hopefully that will be the case again. The over hyped US markets could drag all world markets lower, not great for the start of 2021.

There was a news clip released a little while back with Adam Bond being interview on an ex Royal Mail boat. I the background was a large AFC container, was that for Extreme E?

Seance
My calculation to get to £1.88 included a great deal of research and hours of reading the posts of haggis ( which I find extremely detailed and informative) then I scratched my head and came to the conclusion that perhaps haggis could be about 50% correct, hence £1.88. Did I miss anything. In reality it was a bit of fun.

Lutra
Yes you are completely correct, my mistake.

Yes Haggis you are correct it was 4th January 2020. I read it when you posted it today. I do subscribe to the ft (£153.40 pa) and also Bloomberg (£178 about the charge in $) I just assumed it was today, all my other comments remain valid. Your knowledge is vast on AFC but I would still like your thoughts on COS and selling price, to determine, as you have that a profit is possible within the next 2 years you must have some figures otherwise it’s purely your opinion or guesswork. Maybe you could also give your views on the change in accounting policy relating to the demonstration model. Their normal accounting treatment would have doubled y/e 2019 expenditure.
I do hold shares and believe in the future of this company. I hope you do not ignore this response as I do value your opinion.

Haggis - just one other issue regarding motorway service stations. Fuel in these location probably costs on average 20p a litre more than in a normal suburban station. One would assume that the infrastructure cost of EV charging points would command a similar premium - not great for the average motorist.

Haggis - I read that article earlier in today’s FT. My big issue with electric vehicles is the range. I like many do not let my car go to empty before refuelling and a full tank does 450/500 miles depending on my driving speed. So living in the north west of the U.K. I can go almost anywhere in the U.K. without refuelling. That I think is the minimum requirement for me to consider an electric vehicle. Good article though, our local IKEA (Warrington) has about 6 EV chargers and circa 400 + cars on a busy day.
The market is massive, however the demise of the high street may well stretch to retail parks, this lousy pandemic could speed things up.

I don’t do this, because I believe everyone is entitled to their own opinion, good or bad, some are even funny.

Best AIM performers in 2020
Company Share price change (%)
1 Novacyt (LSE:NCYT) 6,890
2 All Active Asset Capital (LSE:AAA) 2,830
3 Synairgen (LSE:SNG) 2,420
4 Greatland Gold (LSE:GGP) 1,840
5 EQTEC (LSE:EQT) 1,170
6 Starvest (LSE:SVE) 1,140
7 Eurasia Mining (LSE:EUA) 813
8 Maestrano Group (LSE:MNO) 806
9 PowerHouse Energy (LSE:PHE) 806
10 Orosur Mining (LSE:OMI) 583

Just look at ITM, CWR and tell me what they have got that we haven't?

A £ in front of the price!! sorry I give up.

Please add to the list
With 44 predictions on the main AFC list some of you must have another potential gem up your sleeve, remember it is only for fun.
MPO818 - JOG - 127p
Nealsp - EQT - 2.63p
Conoro - AEG - 1.45p
AFiCionado ITM - 514P
Yatchmaster - COPL - 0.24p

Added a further 4 participants if anyone is missing, either add to the list or repost your prediction and it will be updated before Mondays opening. Its only a bit of fun but its great to see so much interest with 44 predictions.
AFC closing price 2020 was 79.40p

jimmynan - £1.50
Lutra £1.60
dtyland 1.70
Overandout121 - £1.82
MPO818 - £1.88
RiskyBusiness £1.90
Scarpa50 £1.90
DJ79 £1.95
Zephi £1.98
Athansius £2.00
ReoninV £2.05
JaiBabaSwami - £2.10
TheAviator - £2.15
Southerhay £2.25
MadTitan £2.35
Indynial £2.40
Heath23 £2.50
PAJS - £2.60
Hopeidontlooseit - £2.70
Junior3564 £2.75
AnneOwl £2.80
Silures £2.90
Segadunum - £2.85
Bananaman2 £3.00
AIm Millionaire £3.00
QuietlyCautious £3.00
Itsallbull £3.10
Yachtmaster £3.12
Chippyjo £3.25 (£1.50 will be Feb 21 jimmyN)
6913ro55-£3.30
ColdFishPie - £3.33
Guitarman18 £3.50
Nealsp £3.50
Taff101 £3.56
Curlyput £3.60
Tetrlite £3.70
HaggisMcHaggis1 £3.70
Yellowf1 - £3.73
Tedjames £3.85
Martyjordi £4.00
AFiCionado £ 4.80
Meggiesdad £5.00
Johnged £5.00
Beachandsurf £8.24

From today’s FT - PROSPERING IN THE PANDEMIC 2020 TOP 100 COMPANIES.
The article only covers companies with a market capital of £10bn or more.
My point here is the only U.K. based company is OCADO the piece says they are turning customers away as they need to expand capacity for 2021. Shares are now over £22, I can remember them being less than a quid. Quite a few battery producers in the list mainly Middle Eastern companies I’ve never heard of, worth a read if you have access.