Member Info for red_hornet

Castle - do you know how much the government are subsidising the buses in Birmingham and how long that’s in place for.

Hydrogen is a standard 0.074 kg per cubic metre. You mentioned PHE will compress the Hydrogen in to tubes, but what does this equate to in terms of kg/metre cubed?

Castle - how are they doing the fueling?

Cheers

Hi Divvyup,

Are Peel still looking at the 70 plus sites mention in that analysis?

Also, one concern I had was the cost of transporting hydrogen, as it’s not very dense. There’s a lot of news around ammonia being delivered to sites and converted in to Hydrogen in situ.

One tanker of ammonia is equivalent to 8 tankers of hydrogen, so a huge difference in transport costs.

Thanks Alkin

Hi there,

I followed PHE for quite a while (invested around 2015/16 and onwards) before selling in 2020. There does finally seem to be some a bit more happening, in terms of getting a product to market. I've been looking through the last couple of years RNS's, but there seems to be a lack of subsistence and firm contracts.

I would be very interested in anyone's view on the future prospects, both short and long term and any thoughts on the potential 1st contracts / MOU's.

As it's quiet, I thought it might be a good time to ask?

Thanks

Castle - ‘has super powers redesigned by our scientists at the uni’

Super powers you say?

Had PHE years ago and sold out due to zero progress and constant misinformation / questionable directors.

I’ve been investing in BTC and the associated miners for the last 12 months.

Recently sold £50k of AFC to invest further in the miners.

Will hold these till they peak in 6 to 12 months and then reinvest elsewhere, which is what I’m researching. Possibly some here, but undecided; certainly don’t expect it to return £1 a share.

My AFC posts in the last 30 days = 7 and 5 on PHE!!

Castle ramping posts on PHE = 82.

I’m just an honest investor, researching my next opportunity.

The only person misleading on here is the rampers, of which you seem to be the leader.

Feel free to set out the numbers as you see them, that justify a £1 share / £4,000,000,000 valuation.

PHE is not Amazon or Apple. £4bn is a very large sum of money for a company that doesn’t even have a finished product

I’m not trying to do a disservice to PHE, but Castle is really misleading people on potential revenue and timescales. This has a long way to go until it sees any form of customer revenue. Timescales wise, there’s not even a functioning full-size demo yet!

Government grants are there to cover development costs and overheads, they are not revenue and profits.

PHE have huge costs and capital to find to take this to market and get it launched.

The market knows this and that will limit share price movement. There is money to be made, but not as much as or as quick as some imply

The Government have set a target that all packaging will be recyclable, which negates the requirement for PHE’s solution.

Also they have just handed out over a couple of 100 million pounds in grants, so if PHE were on the radar, they have missed out.

Hi Jamal,

The next milestone of 2p means a doubling of the 4 billion shares in circulation.

I know there have been spikes, but even in the Boards own omission, they’re unaware of any grounds for this. For it to be a sustainable holding rise, there needs to be a huge amount of progress made, and that still seems months / year off.

Unfortunately, that tells you everything you need to know.

I was invested here many years ago and it was a long wait until I could get my investment back.

Until there’s a proper full size working product and most importantly it is signed off from a regulatory point of view, there is no fundamental basis for investing. It will bounce around on various news, but any significant movement and price stability will require more than potential contracts etc.

Especially, given all the history and false dawns of PHE.

Valuation wise, 10p is a pipe dream.

Yeah stock, it was a tough call.

I expect the miners to triple in the short term, so will hopefully give me more to put back in to AFC.

I appreciate the £27m of sales, but AB did say only £6m this year. I think the share price will still be good value this time next year and I’ll be back in by then.

After being in this for 12 years or so, I’ve just sold £40k of my shares, approx 2/3’s.

I will however be back, as my view hasn’t changed that AFC is very well placed to grow rapidly, however I see that growth coming in 2025.

It was a tough decision, but my focus for the next 6 to 12 months is BTC. I’m increasing my holdings in 4 of the key mining companies, having already had anything up to a 200% return in recent months.

I still think AFC will take off, so will be back.

Didn’t some share options lapse due to not targets not being met?

Son - I’ll be following on my phone for the same reason, but from memory a recording of the last event was on their website / youtube pretty quickly. Therefore you should be able to watch in full at later this evening

Unfortunately tvr - the bashers know this, but ignore it as they’re just that, bashers.

There’s a whole host of corporate finance options available to AFC, especially if they have confirm sales contracts. They just can’t bring themselves to admit this. Sad lives they lead

Why do AFC need to raise money via a share issue, if at all? There’s a lot of other ways to access money, that will be more tax efficient; especially on the back of orders and contracts.

.....If you can afford it. Good to see AFC have been included in their research however:

https://www.idtechex.com/tw/research-report/off-grid-charging-for-electric-vehicles-2024-2034-technologies-benchmarking-players-and-forecasts/997

Shame it's so expensive!!

I’m pretty sure diesel generators have already been banned on any new projects within London. I imagine other cities will follow suit for projects in heavily polluted areas as it slowly becomes the norm and diesel is phased out