Member Info for red_hornet

ABitless - I'm not wasting time replying to a fool like you, so some else has!

Always helpful when someone explains the difference between “delay” and “development” to people who’ve been following the company for years. Truly enlightening.

No one is “solely” viewing AFC as a series of delays — that’s a convenient simplification you’ve invented so you can knock it down with grand statements about “industrial transformation” and “vision”. It’s rhetoric, not analysis.

You’re also reading comments through a blinkered lens, selectively reacting to what suits your narrative while ignoring the substance: commercial traction, revenues, deployment scale, timelines, and execution risk. Pointing out that commercialisation has been promised repeatedly while timelines move is not “staring at the past” — it’s basic due diligence.

And the irony of teaching long-term followers about ammonia cracking as if it’s a newly discovered concept is hard to miss. Nobody here is confusing vision with blindness; they’re questioning whether the pace and consistency of execution matches the decades of optimism. That’s not ignorance — it’s experience.

Yes, hurdles are normal. But pretending that raising them is somehow unjustified is just intellectual hand-waving. Markets don’t pay for potential, they pay for repeatable delivery, and that’s the gap under discussion.

So no — this isn’t about writing off the company. It’s about refusing to replace critical thinking with cheerleading. If that feels uncomfortable, it might be because the argument is being oversimplified to your own level

JW said that AFC would only be focusing on work that would help it achieve it's goals and ultimately sales. He made the point there had been money and time wasted on agreements and work that delivered nothing of substance.

The focus going forward would now be on getting the products ready and on agreements/ contracts that support that. I imagine Brett Ag falls in to the former category for now and will be looked at in time.

This was emphasised when ABB was mentioned at the investor meeting. Nothing is currently happening with them, but but that isn't to say it won't when the time and products are right.

Trotter - people are entitled to their balanced point of view, good and bad.

Yes, some people are overly harsh (some have been here nearly 20 years, so arguably earned the right), but a lot are just pointing out the numerous issues AFC face, the ongoing delays (not necessarily AFC's fault), problems to over come, market conditions and general hold ups of working with new tech and trying to take it to market.

Most here will agree, that, it is your view point which is unbalanced. You can't accept a well justified point and only want to discuss everything in a overtly positive way.

You've admitted to having various accounts after being caught out, which positions you as the dishonest one. Maybe lighten up and accept in any business, not everything that happens day in and day out is going to be positive.

Not ready, tbf, your information seems to all over the place.

The business model has certainly changed a lot over the last quarter or 2. Very different to where it was and hopefully now moving in a much more positive direction with the new management team.

Sonof.....I'm pretty sure all the cracker development costs going forward (assumably all resources and staff) are to be paid by the S&P partner; so that significantly reduce cash burn.

An income stream of sorts, equal money out and money in.

Purely personal speculation, but if all goes well, I think the S&P Partner might be a source of additional investment, rather than a market raise.

Schizophrenia is a life time mental illness and incredibly serious. Joking and belittling it on her is not funny or clever, you should be ashamed of yourself.

Grow the fcuk up.

Upset? Not in the slightest. More pity and disillusionment at your unrequired appearance.

Interesting you only have 38 posts; I wonder what your username was before and why you had to create a new one.

Garbage analogies, childhood anecdotes and excessive cut and paste seem to be your level, so try not to outdo yourself, or feel the need to be funny, as that miracle isn't going to happen.

The ugly side of investing and these kind of forums, never ceases to amaze me.

A modest rise is enough to trigger over-the-top ramping from some, while others continue to criticise the company relentlessly, unable to acknowledge any positive activity in the SP.

Now we have trotter ramping himself, while alde, stefan and new comer Alittlebitmore are posting more and more cut and past gibber jabber!!

Slow and steady is fine for me.

Alittlebitmore - are you from overseas or the UK?

Trotter - where's this evidence that I'm a shorter.

The limited posts I make are factual and unbiased. Unlike yours.

I've been in and out of AFC since it was a Chlor-Alkali business!

Divvyup, I'm as curious as anyone to know more details, but it's already gone from 1p to 3.50ish - up 250%

Telling the market the structure of their income (equity/royalties/licence fees) without full sight of the P&L, will mean very little.

It could be a $350m deal for 2 sites with a broad spectrum of fees amounting to 20% of the cap ex. Plus, all fees payable to HUI will fluctuate greatly on a wide variety of factors anyway!

Without knowing what else is behind it, what does it actually tell us? We'd just be making it up as we go along.

ATS - all very valid questions and points.

Not sure why the call was held pre results, would surely have been better afterwards, unless there’s something in the results to worry about!

Owbist, member since 2020, 44 posts, mostly in the last month.

Blatant trolling account!!

What makes me a shorter, or is that your best Touché moment?

Of course it was.....look at me, look at me, look at me everyone - GAFL

You're as fake as them come Trotter!!

"Here’s a full, research-based review of all available industry news, publications and financial reporting that touch on who the unnamed S&P 500 partner in the AFC Energy Joint Development Agreement might be — including credible speculation from analysts and market commentary. I’ve drawn this from verified press releases, regulatory filings, industry press and investment commentary."

This generic, unbiased search on GPT, only threw up the name of Air Products.

I'm not sure it's worth discussing, as It could be either and or others. From JW's response to Archer, it sounded like he wouldn't be surprised if he did know and therefore everyone else in the industry probably knows; meaning it's only the long suffering shareholders that don't!

Based on that and after nearly seven months, I don't feel the original reason given for not disclosing is enough any longer.

Relistening to comment in the Archer interview regarding the S&P500 partner (50s clip of it here):

https://open.substack.com/pub/thatstocksguy/p/afc-energy-e3e?utm_campaign=post&utm_medium=web&t=1415.0&d=65.3

He makes it sound like we should all know who it is..."We've all guessed the name"

That maybe suggests it's someone more obvious, than leftfield; for me anyway.

The rest of the clip explains why they want what AFC have.

Those posting and bragging to others about their large holdings or recent share purchases, tend to be living in fantasy land!

Not all, but probably CN and his alias’s. I did chuckle about who owns the shares.

Reminds me, I need to nip in to the Mercedes factory shop and get a new branded shirt!

Stefan, the only person confused about Nick Walker here is you.

You’ve just posted a glowing endorsement of completely the wrong person for AFC — which honestly begs the question: how can you get it that wrong?

Frankly, I wish it had been the first Nick Walker.

Did AI write this for you, or was this all your own work?

I’m not sure how seriously anyone was taking you before, but after that embarrassing climb-down, I very much doubt they are now.