RE: Green Energy is growing fast15 Oct 2025 09:13
AFC Energy has been making impressive strides with real-world deployments of its hydrogen fuel cell technology:
• Mace and Kier Group: AFC Energy partnered with major UK construction firms to replace diesel generators with its H-Power systems on active sites. These trials demonstrated reliable, zero-emission power for tools, lighting, and site operations.
• Speedy Hire Joint Venture: Through Speedy Hydrogen Solutions, AFC Energy secured £2 million in orders for its 30kW fuel cell gensets, with projected first-year sales of £4.7 million. These units are being deployed across UK construction sites.
🏁 Motorsport & Events
• Extreme E Racing Series: AFC Energy powered the all-electric off-road racing championship with its hydrogen fuel cells, showcasing their ability to perform in rugged, remote environments.
🌍 International Expansion
• TAMGO in Saudi Arabia: AFC Energy signed a supply agreement with TAMGO, a major distributor of construction equipment in the Middle East and North Africa.
Here’s what analysts are forecasting for AFC Energy over the next few years:
📈 Growth Forecasts
• Revenue Growth: Expected to grow by 44.9% per year, driven by expanding deployments in construction, EV charging, and international markets.
• Earnings Growth: Forecasted at 14.5% annually, with improving margins as production scales.
• EPS Growth: Analysts predict a 27% increase in earnings per share each year.
🎯 Price Targets
• Current Price: ~9.35p
• Analyst Targets: Vary between 55p and 79p, though some have recently revised targets downward due to slower-than-expected revenue realization.
I suspect JW feels SP is now very low.