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Hi Haggis. LTH here on both AFC and NEL. But thought to correct your 255million loss figure for NEL. Assume these numbers are 2019 since 2020 earnings won't have been reported yet. The 2019 loss for NEL was -270million NOK, which works out as roughly £23 million after you convert it. After conversion they had £57 million in revenue. Quite important to mention the revenue numbers as the growth and expected growth is what is driving these share price increases.
Am LTH on AFC and have had my doubts over the past year. But have to say this RNS in combination with the BK Gulf one it outstanding. This is the kind of news that paves the way for an ITM like market cap jump IMO.
Translation: I have covered my short position because I could see the writing on the wall. I would however like a dip to top up with...
Hey Augusta, indeed nice post. As someone who has been in AFC for about a year, have a question: you say this rise is not the same as previous rises. Do you include the one in 2015 and 2010 in that? They were both around the same or bigger than this one.
The nice thing about the AFC charger is that it's a hydrogen solution to charge up the battery electric cars. I expect battery electric to dominate in cars but hydrogen to dominate with lorries and shipping. But even with battery electric cars, the hydrogen off grid charger makes so much sense.
The T800 is a charger, doesn't hold any energy itself:
https://kempower.com/wp-content/uploads/2019/06/kempower-t-series-t800-p40-technical-data-eng.pdf
Am guessing it will be used in conjunction with other infra...
NEL are also becoming a holding company of a more vertically integrated H2 proposition. They have equity stakes in Everfuel, H2 Fuel, and Nikola (all of which buy their electrolysers). Smart moves.
to an increasingly expensive short position.
No FEED = no plant. Stepping stones...
Ah the Monday morning desperation of the short trader. Evidence for finance security not before 2022? No mention of FEED developments?
Why don't you try more of the lowest form of wit. Was it not helping your short bet?
Pure speculation that one tweet is moving the price this much. Sentiment change IMO and more confidence.
I smell the desperation of a short trader...
please, please, learn, how, not, to, use, a, comma XPB ;-)
Another relevant Susie Dent word of the day describing a certain someone: https://twitter.com/susie_dent/status/1328609254396354561?s=21
They have already said they don't see a placing within 12 months of the last one, so not before next summer.