Member Info for RealityChap

I cannot imagine why such news would not have been announced. This would be the company's first real commercial order after well over a decade of development I can't imagine how anyone could think that wouldn't be price sensitive - but equally a failure to deliver as previously announced would also be price sensitive do who knows what's going on? Bond has voiced his frustration that the share price is not reflective of the business's value but that situation won't be remedied when there is so much uncertainty

I'm mildly encouraged. Being blown away can wait until they've placed a substantial order

I'd like some Acciona news

LSE is not a point of record

Good lord, you really are infallible - I can only apologise for my naivete. So they move in all the same circles but have never got closer than being a third contact? Among my third contacts are Rishi Sunak, Keir Starmer and Barack Obama - I doubt any of them would recognise me if I bumped into them down the pub.

CN, the reality is this. When you bought shares in an AIM company you agreed to play by AIM Rules. AIM Rules give existing shareholders much less in the way of pre-emption rights than apply to main market listings. One of the attractions of an AIM listing is the relative ease with which funds can be raised. AFC & Peel Hunt broke no rules when they structured the placing. It's like having a goal ruled out for offside and then claiming that's unfair because nobody told you about the offside rule. If you don't like the Rules, or can't be bothered to read them, don't play the game.

Third connection means the square root of nothing. there are literally millions of people that LI users are third connections of. Let's hope Yara buy multiple crackers but this isn't a meaningful 'connection' at all

I though that having been told multiple times that all your points re the fundraise are completely invalid that you'd given it up.

Maybe, but no likelier than on any other day. Certainly not related to the general meeting

I fear you may be disappointed. if there is price sensitive news to report then that will be out pre-market. I very much doubt whether the meeting itself will take more than five minutes and the motions will pass via proxy votes. There's no prospect of the motions being rejected and investors won't be wendinf their way to Surrey for that.

What are you expecting tomorrow other than confirmation re the placing, which is a done deal anyway?

An email from who?

Markets react when news is known. The placing is discounted because it is no longer news.

I think they can safely delete the L Series from the sales listings

It's certainly a good thing but as there are 4 listed companies involved I'm not sure it makes a lot of sense to conclude that this was included in the original deal with Speedy, the numbers for which were announced months ago.

The more I look at and think about Speedy's RNS last week re their Amey contract win the more I am puzzled about why that didn't generate an announcement from AFC.

the contract will generate (ha!) £25m pa for Speedy and to quote:

'As part of the agreement, Speedy Hire will provide non-operated plant hire to Amey's operations on a range of sector contracts including rail, highways and public estates, a significant proportion of which consists of innovative eco-products, including H-Power Generators from Speedy Hydrogen Solutions and battery storage units from Green Power Hire.'

Now, putting numbers on that for AFC is impossible but as a 'significant proportion' of a section of a major contract appears to be of benefit to AFC it's hard to think it isn't material for us - as, literally, at this stage of the game pretty much any confirmed income is material. My hope is that this isn't already accounted for in the numbers previously disclosed as being part of the Speedy deal.

On a different but associated subject HSS (who lost the Amey contract) shares are down c. 95% since it listed c. 9 years ago. This contract accounted for 7% of their revenue so a significant blow to them. Looking at their share price performance and that of Speedy it seems to be a spectacularly tough business in which to turn a profit and build a business.

Almost surprised that it hasn't generated an AFC RNS. Any sale is significant to us at this stage and a significant portion of a deal that will generate £25m pa most certainly is

How good it is to see something that is actually news, and potentially very good news for the business. Yesterday's price rise had some speculating about an impending RNS - perhaps this was it.