Member Info for nojhead

My point about your thick skull stands then so for the third time

My argument with you is that you are a liar.

Daz is quite negative on here but doesn’t lie = I respect him

GIt is well confusing on here but also didn’t lie so I respect him

Garonne is negative but again I done see lies, so I respect him.

You lie about everything = I have no respect for you

It’s that simple. You can say this is heading down all you like

That’s an opinion, it’s different to mine but there is no rule saying everyone must think the same.

You lie about conversations you never had with people you don’t know, based on knowledge you don’t have.

If Eddie had more time im sure he would open a libel case against you too for making up garbage he never said making it look like he doesn’t know what he is talking about- and I assure you he does.

You are willing to ruin the reputation of others based on lies for your own sake go and hopes of personal gain. Essentially you are a con man.

Ade - you really are sad, I hope you eventually find someone who can put up with your lies and ego long enough to give you a hug, clearly you need it.

Again Ade - just because you clearly have a thick skull- I have respect for basically everyone here, except you.

I do not respect liars, especially when they are too inconsistent and lazy to be good at it.

You even outed yourself as having a short position, purely from ego based bragging, on this very board and then continued bashing the stock based on easily proven lies.

Your ego literally works against you. Your biggest enemy here is yourself.

haha funny calling anyone stupid when you look at that message ade, i have dyslexia but still know how to spell “know”. that is hole ramble was incoherent nonsense, probably because you are foaming at the mouth over me hurting your fragile little ego.

i’m an engineer, who plans various special projects all over the world largely for the construction/ heavy fabrication industries. as part of this i need to plan deliveries of anything from 100-3000 tons of equipment to site meaning i work with haulers frequently.

hence i knew your story about being friends with eddie was bunk, because unlike you i actually have spoken to him through us having mutual friends. hauliers are a close group, you ****ging one off for a job which was perfectly acceptable and in line with best practice isn’t acceptable to me.

you are an uneducated fool commenting on a professional doing their job and stating with no authority that you know better.

you have the mental age (and evidently grammar) of a toddler saying “i’m right you are wrong so nerr”.

Not that odd given I was responding to a post made on a public forum, and I hold shares here, meaning I inherently have a vested interest in now allowing false information to be posted- namely the reference to an incomplete statement by Daz. Again kinda foil hat scenario but if you think I’m someone else meh doesn’t impact me.

My goal here is simple- try and get away from the false spin on both sides (though I haven an open dislike for Ade given he repeatedly lied about an industry I work closely with) you won’t find me calling names or intentionally insulting people.

Genuinely I hope that is transparent here as I never intended any offence at all to Daz, I feel he is a genuine investor with genuine grievances, But that statement was incomplete and in my opinion not completely fair.

Ade to correct you - responding to your lies for a few weeks, shareholder for 8 years as I bought initially in 2015. Or do you think anyone who invests has to comment here on day 1?

It’s a silly idea not based on reality, much like your friendship with Eddie stobart and your conversations with speedy which never happened, many of your posts are removed for being straight up libel, so statements based on fiction are very much your thing.

Unlikely Garonne, I think you put all too much credit in the words written on these boards. 99% of investors see the petty name calling and just ignore the dribble. If anyone thinks anyone is paid to sit on here posting 5-6 messages a day I think that person wears a tinfoil hat. Some people have vested interest and comment accordingly but to my eyes only ADE is making up nonsense in the name of shorting the stock not raising it.

It genuinely feels to me like most of the negative crowd expect us to go from no sales to millions of units in a single day, the sale of units for the speedy joint venture is great. Better still would have been an outright sale as no doubt units are heavily discounted- but as it’s an evolving technology (power generators already exist after all) it takes time to slowly pull people away from the old ways, it also takes time to produce enough units to satisfy the needs of the business.

I get the whole being impatient thing as many have been waiting a long time, and many also failed to make a gain on the previous rises - but a turbulent SP for a new tech company- this isn’t a new thing at all.

I think if the share price didn’t rocket in late 2020 most of the negative crowd would be happier, it gave them a taste of what’s down the line but they believed it was here to stay. To me it was clearly temporary as the rise was based on very little that I know of, certainly not much standout news at the time that I recall other than a new facility and a partnership with the manufacturer who we had worked with for years. The main thing throwing the share up and down is the shareholders getting giddy, thinking a rise is due to a leak and then FOMO sets in, then depression when a 10million order isn’t announced overnight.

I think where we are at the moment is fine, we have great value in the IP, yes we have low value in sales as we are essentially just starting in that area. Most companies venturing into hydrogen are established commercial companies Siemens Bosch air products, BP. If you want higher MCAP and SP go with them. The reason to buy AFC is that it has potential for huge growth. but that only happens in the right way.

A false start instigated by AFC deploying full scale before the trials before the small scale rollout of rental units would be the end if the system failed at all, which is likely is production ramps up so fast QC is impacted.

We need lots more info before a full rollout will achieve a guaranteed long term result.

Most folks who are negative seem to just want the SP to rocket to sell up and move on, a CEO is not supposed to put short term payoff for shareholders above the long term future of the company- so to me Bond is doing the right thing here. I want the company to grow steadily and continuously for years to come.

I know it wasn’t just you it was many, hence I will never hold a dislike for AB over anyone here, you have every right to be frustrated at him, it’s part of the job of being a CEO you can’t have everyone like and agree with you.

What I will say though is I understand completely why the statement was vague but optimistic.

I think he believed it was achievable but was met with pushback from the market, due to hesitancy from the general users for generators.

I work on short term projects mostly which use large equipment, so use around 20 generators a year 50-100kva size. I’m a mechanical engineer so mostly spend my time pushing paper. Most of the generators I hire turn up not working, flip the isolator switch and turn it on -nothing, only about 5% of the time I can’t get it working within 30 minutes myself. Once every few years I need a fitter to come out and sort it.

This is a long way of saying the typical user of a generator is expecting down time on arrival, but has no clue how these ones work.

This is why I’m excited for the speedy JV if it’s a rental not a purchase taking the chance is far less risky than buying one. I also expect reliability can’t be worse than the current market so I’m hoping it proves more popular as time goes on. Remember this is evolutionary tech not revolutionary- uptake will be slower than a lot of people hope.

Daz even, that was an unfortunate autocorrect now wasn’t it

Dad I think I responded to your 1gw by 2020point before by stating simply the full quote you are referencing says “1gw capacity installed OR UNDER DEVELOPMENT by 2020” which is technically true. So bond didn’t lie you just took something in the most optimistic way it could be interpreted and expected it all to be up and running, again how you choose to interpret a rather vague statement is on you. I took it simply to mean that we would have some form of production by 2020.

The only thing bad here is your repeat attempts to have any sway at all and convince people you are above them. But hey atleast today’s post was only an opinion not a libellous fabrication like yesterday’s post from you- which was removed by admins for it being so obvious.

Yes it is rubbish Garonne.

Yeh with no one speculating doom and gloom - or in the case of ADE jumping into a libelous jacuzzi, and splashing around like a bratty toddler. its pleasant indeed

Valid point indeed bright- Saudi are a large ammonia producer with a new $8.4billion hydrogen and ammonia facility in production.

Daz - anyone can throw out negative garbage knowing it takes more time to prove bull **** wrong than it takes to spout it take the old "moon is made of cheese" folk as an example.

that said your post is very short sighted, the world doesn't end tomorrow.... as stated the UK is looking at developing green ammonia production (the plant in Billingham isn't exactly green that i know of - they call folk from Middlesbrough smoggys for a reason.

shipping ammonia if you think about it, its not that different to shipping crude oil which we do plenty of now the difference is instead of the crude going to a refinery - AFC can process it in situ. while as i stated - the country is working on plans to produce green ammonia in the UK.

the afc system can work with hydrogen, methanol or ammonia using the cracker - we have solutions for now, while also developing systems for the future - sounds like a company thinking forward to me - i wouldnt call that a bad thing.

-clarification for the used car prices - I'm referring to 3-4 year old examples, as thats typical for the used car market

Musky - probably the same reason a lot of folk haven't jumped in yet, unfortunately all new cars are too expensive these days i mean you can easily blow £35k on a new Audi A1 - basically a VW polo.

with EV's often costing more than that for a car you would like.

with the average wage being just £34k.

Even when looking at the used market most early affordable EV's now being in the typical 1/3 years salary range for the average worker (circa £13K e.g Nissan leaf, BMW i3) having just 150 miles claimed range when new so lets say 80% actual range and 10% degradation of that = 110mile). its a fine option for those who live very close to where they work and rarely travel anywhere far from home, or your typical stay at home parent, but i think most reading this wouldn't be thrilled at that, considering you would realistically want to plan to charge every 70 miles (30 miles between services isn't unheard of or even 20 miles on a hot day with AC drain and traffic).

i could never get a pure EV to work for me personally short of blowing more money than i would ever want to on a car (i mean anyone investing knows cars are a money pit, the less you spend on transport the better IMO), and 700 mile round trips for a meeting are somewhat routine for me.

EV's are a small part of the picture here for me, im invested for the potential of the tech as a whole.

Unplugged - for now correct, but the ammonia produced by CF fertilizers in Billingham isn't available to others anyway to my knowledge, they produce and use it all themselves but it isnt produced in a "green" way anyway. but the government is also funding (i believe through the same grant we benefit from) a trial of a green ammonia plant, not that i put much faith in the plans of government being in anyway well planned or coherent rather than just random but i hope its due to the benefit it would play in hydrogen energy.

Daz - what issues? the ones in the article relate to an ammonia engine not a cracker. static ammonia plant is very different to mobile plant.

Toneman - yes i realize i should have been more clear (and hopefully my last post was) the efficiency if the reaction efficiency it doesn't account for input energy e.c.t which is a key metric we are yet to hear of - but as stated its hard to find full specs of the other crackers for a true like for like, the 99.9% is non the less impressive.