Member Info for Silures

Anyone know why all the weekends posts have disappeared?

Thanks ChippyJo, yes I can see that FTI Consulting will bring expertise in many areas.

Appointment of world leading consultancy, FTI Consulting, to independently review AFC Energy's competitive target Levelised Cost of Energy ("LCOE"), target market sizing and go-to-market strategy to materially grow the addressable market and scope for AFC Energy commercial deployment in the short term.<br /><br />The above statement is taken from the Half Year results. FTI Consulting are appointed to grow the market for commercial deployment in the short term. Does this mean AFC need assistance growing their pipeline of commercial opportunities, or am I missing the point?

The JDA with De Nora offers the following in the "near future" which could ignite the share price:
the details of a mass manufacturing agreement can be finalised during the course of 2018. This is ongoing as we speak and it is expected to close this out in the near future.
Work to commence during the remainder of 2018 on the integration of De Nora technologies (outside of electrodes) with AFC Energy fuel cell technology package to create new market-led solutions with sizeable addressable markets.

Both of the above events could be announced prior to 4 years longevity being confirmed or a warranty issued as long as there is confidence of achievement prior to the placement of the systems. A'sizeable' market would indicate at least tens of MW's which would surely impress the market and propel the share price..maybe just prior to a placing?

Taken from the 23rd March RNS:
As we move into this exciting commercial phase, we will also be looking to our marketing and branding strategies, and prioritising the international reach of AFC Energy through new partnerships.

Well Southern Oil is certainly an international new partnership, any ideas about the marketing and branding strategy? The last time AFC rebranded and updated their website the share price went up several pence, which is more than it has for the announcement of their first proper commercial order! Beggars belief!!

El Bow asked why investors aren't tripping over each other to invest here? Those already familiar with AFC are probably up to their necks invested already, and any newbies may be waiting on the sidelines until some of the remaining milestones for the remainder of 2018 have been achieved.

Maybe the market is waiting for the binding contract on this one, when the full engineering study is complete and all the financial details are known.
Also, the warranty and manufacturing agreements will release the handbrake on this i feel.

I'm not a huge believer in the charts, tea leaves etc. but apart from a bullish reversal signal on British Bulls there has also been a Head and shoulders pattern between August 2017 - January 2018, where the reversal price should be around 8p! Up, Up and away!!!

I'd be happy with 17p atm

With some parts of the uk either on water rations or close to it, AFC should be emphasising that one of the bi-products of the system is water.

..do we need some news to cheers us all up. The price doesn't resemble a champagne bottle about to pop. However, the price was around 8p in 2015 when news arrived, and it was over 30p a month later. Fingers crossed.

Makes more sense that it's a buy and that's possible why the share price has been reduced to bargain bucket to accommodate it. Unless you're in the know selling at this price is not good business. Even Linc have had ample opportunity to sell higher than this.

Echoes I think BumbleB is correct. 4 years longevity towards the end of this year hopefully, but by achieving the 2 years longevity soon it will enable AFC to place smaller demonstration units with early adopters. Once the 4 years longevity is achieved then AFC can look for larger industrial size orders as well as placing the 4 year electrodes in any firm orders from the demonstration unit placements.

Seem to recall AFC confirming that they will receive either £1 million pounds or Euros from the EU in the first half of 2018. May keep the wolves from the door for another few months until the SP is higher for a fund raise.

this company is at this bargain basement price again!! Is this a last ditch effort for some cheap sizeable orders before the starter gun, or something more sinister? The SP can't be allowed to sink any lower without comment from AFC soon.

We'll soon be half way through 2018 with very little happening news wise in the first half. AB has promised to keep investors updated on news of demonstration units with current and new hydrogen emitters thought the course of 2018. The placement of demonstration units is with the expectation of commercial agreements in 2018. This process surely has to commence soon if it is to be achieved in 2018, or will this be another commercial expectation that doesn't come to fruition. It's time to start delivering on the promises.

1.1 million shares is still only around �100,000 so most likely a wealthy private trader whose timing might be impeccable Why hasn't it been included in the volume quoted for Friday or is it a delayed trade?

Hopefully we won't have to wait until the end of the year for progress. I think there'll be lynch mobs down at Dunsfold if we're still waiting for news after June / July.

Hi athansius, I totally respect your decision to sell but don't you think there is more upside to this than downside, especially at the current price? I could be wrong but I hope the share price won't go much lower,in which case you'll have to but back in at a higher premium, if indeed you intend to buy back in.

Not seen this price range since around the end of 2014 to early 2015! How can we have come so far but have so little to cheer about! The only consolation is by the end of April 2015 the share price was over 50p. Lets hope this is the dark just before the dawn....come on AFC show us the 'Game Changing Technology'!!