Member Info for Out4lunch

In an uncertain world, arms sales will run and run.

Excellent results with strong pipeline.

Good luck long term holders and welcome newbies

Classic market (over) reaction to news. However, the new business model must deliver new logos quickly with good margins before the SP will materially improve. It remains investible but many will wait.... I've been waiting 30 years!!

DYOR and GLA (very) LTH

Executive Order on Critical Minerals expected (according to the BBC) which will focus US on securing and developing rare earth sites. Thus may or may not happen, however, the direction of travel is clear, the major powers want to secure supply chains in order to fuel technology growth.

It's been 3 long years, many, many, long lingering lunches... it's time for a banquet of epic proportions.

Let's be nice people, plenty of profit for LTH,s and opportunists alike.

Good luck all

O4L

I am sure the Vintage Furniture Restyler (1 of the 7 likes in response to AB's video) was appropriately flattered!

There's NO EXCUSE for poor marketing - generate excitement / repeat key messages - marketing 101

I am a long term holder so I HOPE to see tangible increased revenues and new order notifications THIS YEAR.

Things that concern (given that Hydrogen/ AFC should be a disruptor in the energy space):

The AFC website is lamentably dull - they don't appear to have any new vacancies / no insights (new business case models / savings calculators???)

Digital marketing is weak across channels, few followers and weak engagement...

YouTube > views in the sub 1000,

FaceBook - response to launch of 2nd generation H-Power... 16 likes.

LinkedIn - video of ammonia cracker - 7 likes

Come on AFC - get yourselves energised, if you are the future - own your market niche... where is the marketing / disruption / ambition?

Yes, I had two bites of the cherry. Long term hold for me. But... DYOR

Tariff terror may grip markets (and impact AHT) however the direction of travel is clear, investments made, interest rates falling, construction growing. Happy to ride the storm and buy on any dip.

GLALTH

Looking at RNS's (over last 5 years or so) - Lombardi Odier have been building their stake - trend from c.23% to c28% - whilst making some judicious disposals/profit taking. They got in early but also increased their holdings when the SP was in the range 60p to 40p; a simple analysis, but my take is that these guys are long term holders and will wait for a significant 80p+ (minimum) return.... but just speculation and DYOR.

GLA LTHs

Unlike much on AIM, FUM; has a product which is out there; is profitable; unlikely to require further capital raise (share dilution); is brand building globally; has a product pipeline which should attract further interest. Whilst 'should' and 'unlikely' are inevitably in the mix at this stage of the business cycle, there is much upside. On this basis, as a LTH, I have added at these levels, however, we all have different risk appetites so DYOR.

Now moved up to #70 pop pickers

GLALTH

Strategic clarity, market opportunity, disruptive technology.

I'm enjoying this.

GLALTH

Steady rise Stargate. What's your chart informed prediction on SP in 12 months time?

Atb o4l

Thank you so much. Once I have finished my glass of Rose (in St Emilion today) I will start my education!

How about a proper welcome for someone who actually knows something about the science and the market potential.

I don't have a STEM background to add value scientifically, however, as a long term investor I think this AFC duck is waddling and quacking in all the right places.

GLALTH's

Those INVESTED here are buying into a firm with a proven product, an enormous global market, quality distributors, BUT also in the EARLY GROWTH phase. There will be wobbles (on presentational aspects) and the Board will test (and fail) different approaches, however, the commercial pathway is increasingly clear with prospects of a life-changing capital event.

I'm not concerned on market overreaction ('sell on the news' - not exactly uncommon) and not making any fatuous predictions on SP, short, medium or long. I do, however, remain hopeful that it will pay off my enormous mortgage one day!!!

ATB LTH's.

Slowly, slowly, drilling indicates positive progress towards target upgrade. I'm really hoping that the upgraded JORC target can be achieved in 2024 giving basis for sale in 2025... currently holding too many explorers in my portfolio, need a SALE!

Good luck all you budding Rockefellers.

How about some positivity folks or at the very least dialling down the incessant name calling. It's tough being a LTH when life changing values go in reverse.

Still hopeful and always respectful, a choice that's open to all of us.

Predictions/guesses, take your pick. You certainly seem to have been very astute with this one. I'm going to take some gains when / if (i think when) reaches 140, it feels like this is a good solid investment with potential. I'm simply going to predict a healthy upside, all IMHO.

GLALTH

Good to see the professionals adding at £1.20 or so.

Glalth

I'm not a chartist but the trajectory looks great (and deserved).

I might take some profits at £1.40, nice little earner.