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AFC isn’t debating hydrogen theory anymore—it’s lining up real diesel displacement while the bears recycle decade-old arguments, which is usually the exact point AIM rerates and leaves them behind.

Chinese hydrogen-powered drone stayed in the air for four hours and set a Guinness World Record https://share.google/upeYXrXd7N1gZofoI

If anything, this RNS reinforces that AFC is managing costs carefully while gearing for commercial execution, which is exactly what the market wants to see at this stage.

Hilarious- that you've got nothing better to do. Whats your opinion on AFC Daz, youre a ling term investor, you've been through it too like the rest of us. Can the SP recover back to the good old days ?

People are understandably frustrated — AFC has fallen from over 80p to 5p in the last 5 years and that kind of drop leaves scars. However ot does show the poetinal price which was based pirely on sentiment and hydrogen hype. But sentiment is starting to separate from reality. The company today is not the company that sank the share price. We now have a commercially focused management team, real deployments, a signed collaboration with an S&P 500 industrial giant, and the US rollout beginning. The market hasn’t priced any of this in yet. The next updates flip the narrative fast — brighter days are genuinely on the horizon. Im excited.

Daz simply sell if you don't believe in AFC and stop talking BS

I cam confirm i am not CN and have held this share for 15 years or more now.

Absolutely @sparkey

AFC at 9p is a joke valuation. A signed S&P500 collaboration is already in place and the partner name is due soon. That disclosure alone forces a rerate. Hydrogen/ammonia generators are the future — AFC is perfectly positioned.

AFC Energy has been the quiet underdog of the hydrogen sector for years. But that era is now over. The company is on the brink of the most dramatic rerating the AIM market has seen since the early clean-tech boom. The reason is simple: AFC is working directly with a major S&P 500 industrial powerhouse on a technology every hydrogen importer needs — and the market has barely begun to price this in.

When AFC announced its Joint Development Agreement with a “global S&P 500 industrial company”, the share price jumped — but nowhere near enough. Investors understood it was big. What they haven’t fully digested is that this partnership places AFC at the centre of the infrastructure Europe is already building for ammonia-to-hydrogen imports. AFC is now in the slipstream of one of the most capital-rich industrial players in the world.

The most compelling match for the partner is Air Products & Chemicals — the American behemoth currently throwing billions at hydrogen corridors, import terminals and global ammonia shipping. Everything about AFC’s announcement points in that direction: port-side cracking, pipeline injection, Northern European hydrogen networks, reimbursed development budgets, rapid deployment cycles. This isn’t a science project. This is industrial integration.

And here’s where things get interesting — because the market has overlooked something obvious.

The S&P 500 partner reveal is scheduled to land between Q4 2025 and Q1 2026.

This timeline is not guesswork. It follows standard JDA confidentiality cycles:

90–150 days to finalise joint IP boundaries

Mutual sign-off on technical scope

Agreement on branding and public disclosure

Coordination with the partner’s investor-relations calendar

Regulatory clearance for announcing a cross-border strategic partnership

That puts the window squarely in late 2025 to early 2026 — and when the name drops, the market reaction will be instant and explosive.

City analysts know the playbook. When ITM Power announced their deals with Linde, the stock didn’t just move — it detonated. The same happened with Ceres Power. And neither of those partnerships had the scale or infrastructure pull that AFC’s cracker technology offers today.

The numbers tell their own story. AFC expects material revenues to begin in 2027. That means commercial orders land in 2026 — right after the partner reveal. The company’s technology is no longer waiting for a market to emerge; the market is already forming, and AFC is being actively pulled into it by a top-tier American industrial with global reach.

For seasoned City traders, the setup is unmissable:

A low-priced AIM stock with:

• A global industrial partner

• A reimbursed development programme

• A first-mover position in ammonia cracking

• A clear commercial timeline

• A rapidly maturing global market

This isn’t speculative hydrogen hype. This is the hard edge of industrial deploy

Nick Walker is being brought in as Chief Strategy Officer of AFC Energy because he’s already well known in the hydrogen, clean tech, and investment world.

Here’s who he is:

Career Background

Over 25 years’ experience in energy transition, hydrogen, and clean technology.

Worked across roles as an analyst, investment banker, fund raiser, and consultant.

Has built a career evaluating, financing, and advising hydrogen companies worldwide.

Key Roles

Head of Renewable Energy, Clean Tech & Sustainability Research at Peel Hunt (a leading UK investment bank).

Senior investment research and corporate finance positions at:

Liberum Capital

Evolution Securities

Beeson Gregory

Specialism

Deep expertise in the hydrogen value chain — production, distribution, storage, fuel cells, ammonia cracking, etc.

Strong network across investors, corporates, and analysts in the clean energy sector.

Seen as someone who understands what investors want and how to translate complex hydrogen technology into investment stories.

Why AFC Hired Him

AFC Energy is moving from R&D to commercialisation.

Walker is known for connecting technology companies with capital and strategic partners.

He brings credibility with the City (London investment community) and with global clean tech stakeholders.

So, he’s essentially a finance-and-strategy heavyweight with a hydrogen specialism, being hired to help AFC Energy secure deals, money, and market traction.

Yes – this appointment looks very good for AFC Energy, especially at this stage of their journey.

Here’s why:

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1. Shift From Tech → Commercial

AFC already has strong engineering around fuel cells and the ammonia cracker, but investors often criticise them for being too “lab heavy” and not showing enough commercial traction.

By hiring a Chief Strategy Officer with deep City (London finance) credibility, they’re signalling a pivot toward monetisation.

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2. Investor Confidence

Nick Walker is known in the investment community. If you’re a fund manager or analyst and you see someone you already trust joining AFC’s leadership, it improves credibility.

He can shape AFC’s story in a way that makes sense to institutions, which helps with future fundraises and share support.

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3. Partnerships & Growth

His network in hydrogen and cleantech could bring in new commercial partners and possibly even government/strategic support.

If he opens doors for AFC in sectors like maritime, construction power, or EV charging, that could accelerate revenue.

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4. Timing

AFC is at the stage where technology needs to move from demonstration → scaling → orders.

This is exactly when you want someone focused on strategy, capital markets, and commercial positioning.

Brilliant !

HELIKON SECRET LONG

Officially—Helikon’s disclosed position is short. That means they have borrowed shares and sold them betting the price will fall.

But practically? It’s very possible that underneath this short, they are actually long or at least partially long via hedges or other financial instruments. Let me explain both sides clearly:

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📉 Helikon’s Visible Position: Short

They have an open short position on AFC shares, visible on the FCA’s short disclosure list.

This means they benefit directly if AFC’s share price falls.

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📈 The Hidden Possibility: Synthetic or Hedged Long

1. They could have:

Call options on AFC (right to buy shares at a set price in the future).

Convertible loan notes or warrants (financial instruments that can turn into shares later).

Or they could be long hydrogen sector ETFs or stocks that are positively correlated to AFC's potential success.

2. This is what’s called a market-neutral or delta-neutral strategy:

They can profit if AFC goes down (from the short).

They can profit if AFC goes up (from calls, warrants, or other long exposure).

If AFC stays sideways, they may profit from volatility itself.

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🔑 Key Points:

Helikon may not be directionally long right now in the classic sense (owning shares outright).

But they could have a “hidden long” or be positioned to flip long quickly once:

AFC proves execution (orders, revenues).

Valuation resets (if they can buy in cheaper).

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🚦 My Take:

Today: Helikon is officially net short on paper.

In practice: It’s very likely they have or are planning to build a long exposure either through instruments or timed accumulation.

Their choice not to close the short at 5p is a big clue—they may see optionality on both upside and downside.

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✅ I can:

Track their short position updates weekly.

Help you spot any unusual option activity or insider buys that might hint they are flipping long.

In summary, Helikon's short is likely not a simple bet against AFC but part of a larger, more complex financial strategy. Understanding this helps take the fear and mystery out of seeing large shorts on the register.

#AFC #Helikon #ShortSelling #Investing

Many people here following AFC Energy (AFC) have noticed that Helikon Investments holds a large short position in the company, and despite the share price falling to as low as 5p earlier this year, Helikon did not close their short. Understandably, this has raised a lot of questions in the investor community. Here's a simple explanation of why they might be doing this and how it works.

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What is Short Selling?

In basic terms, short selling means borrowing shares and selling them at the current price with the aim of buying them back later at a lower price. The difference is the profit. For example, if someone shorts AFC at 20p and buys back at 10p, they make 10p profit per share.

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Why Didn’t Helikon Close at 5p?

To most retail investors, it seems strange that a fund wouldn't lock in huge profits when the price collapsed to 5p. But Helikon likely has a more complex strategy that involves one or both of the following:

1. Hedging:

Helikon could be using the short position as a hedge against another investment. For example, if they hold or plan to hold a long position in another hydrogen or energy stock that benefits when AFC struggles, the short balances their exposure.

Alternatively, they could have exposure to convertible bonds, warrants, or other financial instruments related to AFC, where the short reduces risk without betting fully against the company.

2. Synthetic Long Creation:

It's possible Helikon believes AFC has long-term potential but wanted to drive or take advantage of the short-term weakness to build a cheaper long position later.

By shorting at higher prices and potentially buying back later at lower prices (without fully closing), they can average into a future long position at a discount.

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How Do They Make Money Either Way?

Hedge funds like Helikon often use strategies where they can profit whether the price goes up or down. By using options, swaps, or other instruments in combination with the short, they may be aiming for a scenario where they limit their losses on one side and maximise gains on the other.

This is called market-neutral or delta-neutral positioning. It's a more sophisticated approach than just betting on the price going down.

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What Does This Mean for AFC Shareholders?

The presence of a large short doesn't necessarily mean doom for AFC. In fact, it can create fuel for a "short squeeze" if positive news drives the price higher, forcing shorts to cover and accelerating gains.

Helikon's decision not to close at 5p may suggest they see potential for both downside and upside scenarios and are hedging accordingly.

Investors should focus on AFC's fundamentals: revenue progress, contracts, technology delivery, and sector trends.

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In summary, Helikon's short is likely not a simple bet against AFC but part of a larger, more complex financial strategy. Understanding this helps take the fear and mystery out of seeing large

Japan breaks hydrogen dream ― Just 'green fuel' engines to power the highways https://share.google/z8SB8XvOyLSBYIo4O

Japan breaks hydrogen dream ― Just 'green fuel' engines to power the highways https://share.google/LR7yqOCu2MqEHiD92

Hydrogen fuel cell Aircraft!!!

https://www.flightglobal.com/engines/airbus-joins-with-mtu-on-fuel-cell-powertrain-development/163497.article

Nice detective work

Https://unionrayo.com/en/honda-hydrogen-engine-technology-toyota/