Member Info for MPO818

• £46.5m non-dilutive grant from DESNZ (subject to June approval)

After the May elections, lets just see if Miliband's Net Zero still has any legs - The man is destroying the UK from every possible angle.

Just so long as a meagre £40m investment does not block any future £1bn takeover.

The energy shock from the Iran war is ‘more serious than the ones in 1973, 1979 and 2002 together’, the head of the International Energy Agency has warned.

and our Government continues to kick the ball down the renewables road - Crazy.

Hauser Brothers GmbH - A Germany-based investment management firm (likely founded around 2012/2015) that operates as an investment partnership. It focuses on value investing, with recent 13F filings (Q4 2025) indicating a portfolio focused on US equities, including major holdings in Warner Bros. Discovery Inc, TFI International Inc, and Builders FirstSource Inc.

The Observatory of Economic Complexity

The Observatory of Economic Complexity

+3

Key Aspects of Hauser Brothers GmbH (Based on 2025/2026 Reports):

Portfolio Strategy: Concentrated portfolio focused on value-driven investments.

Key Holdings (as of Q4 2025/early 2026):

Warner Bros. Discovery Inc (WBD): Largest holding (approx. 45% of portfolio).

TFI International Inc (TFII): Major holding (approx. 23% of portfolio).

Builders FirstSource Inc (BLDR): Significant holding.

United Natural Foods Inc (UNFI): Substantial holding, though trimmed in early 2026.

XPO Inc (XPO): Position significantly reduced in Q3/Q4 2025.

Total Managed Securities: Approx. $140.7 million (Q4 2025 13F filing).

Location: Kaiser-Joseph-Str. 254, Freiburg Im Breisgau, BW 79098, Germany.

Relationship to Hauser Family AG: Some regulatory filings indicate a connection to Hauser Family AG, also based in Freibur

Sir Keir Starmer summoned bosses from the energy, shipping and banking sectors to Downing Street, seeking a “joint effort” to combat soaring prices.

Following Iran’s blockade of the Strait of Hormuz, oil prices have surged to around $114 a barrel, threatening a severe crisis in energy, petrol and food costs.

Admitting that the Government could not tackle this fallout “on its own”, the Prime Minister urged industry leaders to help protect British households as he scrambled to finalise a “viable plan”.

These are results for WHAT ARE THE PROSPECTS FOR AFC ENERGY

Search instead for WHAT ARE THE PROSPECTS FPR AFC ENERGY

AI Overview

AFC Energy (AIM: AFC) is positioned as a growing player in hydrogen power, with analysts projecting a potential 132%+ increase to 23p within 12 months. The company is moving from pilot to commercialization, with key catalysts including its Hy-5 ammonia cracker, partnerships with Komatsu and Volex, and 2026 revenue growth expectations.

Stockopedia

Stockopedia

+2

Prospects and Growth Drivers

Commercialization & Revenue: 2026 is viewed as a "pivotal year" for transitioning from development to commercial orders and sustained revenue.

Ammonia Cracking Technology (Hy-5): A key differentiator, the Hy-5 cracker produces low-cost hydrogen on-site, with production expected by early 2026, targeting industrial users.

Strategic Partnerships: Collaborations with Volex for manufacturing and Komatsu for hydrogen-powered equipment are aimed at scaling deployment and improving competitiveness.

Expansion in Key Sectors: The company is expanding its fuel cell technology into construction, maritime, and data centres.

Fuel Cells Works

Fuel Cells Works

+2

Financial Outlook and Risks

Stock Target: Analysts have set an average 1-year price target for AFC shares at 23p.

Production Costs: A new generation of fuel cells is being developed to reduce production costs, which could significantly increase margins.

Market Position: Often classified as a "momentum" or "turnaround" stock, the future performance is heavily reliant on successful commercial deployments and technological validation.

Risks: While the outlook is promising, technical challenges, regulatory delays, or failure to meet 2026 delivery targets could affect performance.

Stockopedia

Stockopedia

+4

Synonyms for Prospects/Context

Outlook for AFC Energy

Future of AFC Energy's market position

AFC Energy investment potential

Growth outlook for hydrogen technology company

The company’s focus on providing a "fuel as a service" model offers potential for recurring revenue.

Simply Wall Street

Simply Wall Street

If this post is fact (truthful) it is a complete disgrace and makes me wonder what would happen when our project partners submit the Buchan project for approval. These details (again if true) should be reported by the national press, especially under the current crisis facing supply and prices in consumer bills.

Harriet Cross MP on X

👉 Miliband has sat on the Rosebank decision for 184 days.

👉 The Jackdaw decision for 143 days.

He’s had months to look at these.

On Friday, he suddenly decided to demand even more information on them.

❌He’s either delaying more.

❌Or hadn’t looked at these for 140+ days.

Https://www.telegraph.co.uk/politics/2026/03/25/politics-latest-news-pmqs-keir-starmer-kemi-badenoch-iran/

Watching a smug Miliband during Reeves speech at lunchtime, it wouldn't be surprising if he rejected the licence applications. These were resubmitted in December, why they take over 3 months to be considered is just crazy, and to be then followed by approval or rejection by Miliband (I think the Autumn was mentioned) is a disgrace.

Perhaps if Brent is $150 or more by then, they have a chance of approval.

Clearly no change of direction following the COBRA meeting, presumably Miliband banging on the table (perhaps threatening to quit) at a U-turn on policy.

"He's messed everything up but he will relent in face of stock market decilines in the next week or so"

Only when he and his mates are fully loaded.

Timed at 11.50 am (reported late in the day)

Quantity 751,801 @ 13.967p. value £105k - marked unknown.

So was it a long suffering investor sick to the back teeth of waiting to make his/her fortune, (if yes, must be kicking themselves) or was it

A new investor with some knowledge of what is to come in the not to distant. (perhaps feeling rather clever this evening)

Wilson has decent skin in the game and his finger on the pulse, the next few weeks/months should be very interesting and hopefully rewarding for all those invested.

Good to hear from you DU, patience, I recall sailing off into the sunset in May 22 fearful of missing out on a JOG take off. They should have been paying for that trip, done a couple more since, and doing another this coming Sunday. It is looking more and more likely that should this "take off" ever occur I will miss out on the buzz. Thats patience for you.

A Takeover - I believe Mr Wilson sold his previous company, he has invested quite heavily since he arrived and from watching some of the presentations he appears very ambitious. I recall one poster (no names) once declared that the AFC ammonia cracker tech was worth £300m on its own. That may well turn out to be true and tempt a predator.

Spantrout - that was a very long read, and well worth it, I will read again in due course. I have watch a few presentations involving Wilson, he knows his stuff and his direction of travel. He has put his own money into the project (unlike Mr Bond) and LTH may not be far away from the rewards they imagined some years ago.

Top FTSE 100 companies announce results on a Friday, especially Friday 13th.

Https://giftarticle.ft.com/giftarticle/actions/redeem/980f10a7-1e2d-4a79-9964-f1f899c4d25c

The only guy to step up and say what every one else is thinking.

Tony Blair think tank issuing a paper recommending the immediate scrapping of the EPL, will it fall on "deaf ears". Says it could create £165bn for the UK economy. Would include the link but I deleted it earlier (thought it was a joke)

Blimey, wouldn't like to change a tyre on one of those - the technology has mega potential.

Having too much of a good time screwing the oil and gas sector.