Member Info for Silures

New here. What news is due that is getting everyone excited?

Why haven't we heard anything about the Acciona delivery, which was originally scheduled for the end of 2023? We've seen pictures of a system at Dunsfold with Acciona written on it. Has it been delivered? It would be nice to know after such a delay.

Unable to get on Hargreaves Lansdown website to buy on this drop

And prepare for the worst!

Good news at last on the 2ookw system, hopefully followed by more good news on the speedy delivery soon! Well done AFC

Is the latest placing going to be enough to cover a ramp up in production for multi MW's of units, or will another placing be likely again in 18 months? I expected more cash than this to be raised to fund a massive ramp up in production.

ITM up nearly 10% today. Not a great investment idea by the shorter who increased their holding on 1st May 2024. Oh well tough! Shorting should be illegal.

There is no guarantee there will be big orders this year from any of those 3. It will be fantastic if there are but Im prepared for smaller orders to start this year, and if the companies are happy, larger orders in 2025/26. I hope you are right though.

I'm sorry StockCheque , I've had a quick look but can't find the connection. Maybe it was someone else's post I read? If I get chance I'll look again on the weekend.

I am certain i have read somewhere within the last week or two that TAMGO's initial order will likely be up to a dozen systems so that they can run them under their conditions, then more significant orders might follow that. I'm not expecting an initial order for 1000 systems

Noticed in the video link posted yesterday that AB was also standing infant of what looked like a finished system that had Acciona written on the side of it. May be announced soon if that's the case.

hope so sono***un, but the years and innuendos of achievement keep passing and i question if i'll be an old man by the time i see some return?

Todays RNS does not sit well with myself. Looks like the board have waited to get the AGM over with before handing themselves more free shares. They'd have had to wear tin hats to the AGM if they'd released this prior to the AGM. And then to say they award these shares for performance that increases shareholder value...I've been invested here 14 years and would certainly have made more profit putting my money in a 3% savings account.

I don't begrudge employee's benefiting from the growth of the company they work for, but this RNS would have been more appropriate following an RNS that AFC had sold multiples of systems to Speedy/Acciona/Tamgo, where shareholder value would surely have improved.

In that respect you have a point

Hope all this tension in the middle east eases soon. A war in this region won't be good for stocks in general but could affect AFC's potential business out there. Why can't we all just get along?

I take it you are now long on AFC then Ade.

Also confirmed was the reason the 200kw S-Series liquid cooled system has been delayed, is due partly to software problems that have had to be resolved. The system should be completed and delivered to ABB in the next 2-3 months, with CE marking taking up to a maximum further 6 months. So could see orders and CE marking by end of 2024

I haven't watched the presentation back yet, but I'm sure AB responded to one question by stating that AFC wouldn't be raising any funding via sale of the Ammonia cracker in 2024.

A good presentation from AB and PD-C. From the meeting I feel that AFC know there is substantial demand for their products but do not want to rush into a position whereby signing contracts with everyone will see the demand outstrip the supply, similar to ITM. This would not reflect well on the company, and so by focussing on the short to mid term supply with current partners, AFC can expect to meet their contractual obligations and revenue targets, whilst expansion of the company is aligned to it's commercial growth. Very sensible IMO.

Nice to see this gradually climbing upwards. Plenty of updates and a year end report to come to keep the momentum going.