Member Info for Southerhay

With Dyson you have a world leading company that challenges the engineering of yesterday to bring new and more efficient designs for tomorrow. He will bring that mindset with him to AFC.

Spot on BristolDan. Sounds like a perfect match to me, giving emphasis to speedier rollout of Alkamem etc. Excellent news!

His usual chip chip chip negativity. I wish it was comedy Cheekyboy. Definitely laughable!

For goodness sake DW you’re unreal! Give it a rest man.

We should be conscious then that as the AFC increases (hopefully ) then we’ll see similar rebalance of their fund to maintain their 1.03% holding, as they have done with Ceres so we can expect to see large sales depending on our SP performance

Spookily this appeared on “Hydrogen Fuel News”

Royal Dutch Shell is taking aim at rapid hydrogen growth, the rise in the biofuel market, and in power trading. The company has been strategically making these moves away from oil, in an angle strikingly different from its rivals, which are grabbing for renewable power assets.

The company’s official strategy will be presented on February 11. It is expected to greatly differ from those already revealed by BP and Total as it intends to position itself as an intermediary between the producers of green energy and the consumers powered by it.

Seems a no brainer to me especially as oilies clean up their acts and get more involved in clean energy

For those that watched Perfect Planet last Sunday with David Attenborough, you will have seen deserts being filled with solar arrays. Just imagine the benefits to countries in deep poverty, if those solar arrays were used partly to create hydrogen for storage and then connected to AFC fuel cells at night. Constant power generation (which can be sold to Europe) and the only byproduct being water! What an incredible resource to have as a byproduct when trying to slow down climate change by planting acacia trees throughout the desert regions (watered by AFC generated water) and increasing water supplies for consumption (after treatment). Win win !

A very powerful finale to the BBC’s series, Perfect Planet if you’ve just watched it.
AFC have a big part to play in reducing CO2 emissions across the world and NOW is the time for Governments and organisations to act !

Ogggs - ExremeE have signed it off, so it works! Yes, it has to be transported to various locations but regardless of whether it’s Dunsfold or Saudi, it’s working and we know a small team of AFC engineers will accompany the race stages. IT WORKS !

Hi Duke. I’ve noticed that the Ricardo news isn’t mentioned on the afc website - can’t see anything on it using my smartphone.
I think it’s a significant partnership that should not be underestimated so surely the website should be all over this.

Very pleased to see confirmation of delivery to ExE yesterday. A major milestone achieved, so very well done to AFC. I look forward to further updates now on Acciona and Julich plus whatever else comes from the ABB and Ricardo partnerships. Exciting times ahead!

Haggis- if the FCA aren’t taking things seriously due to lack of resources then a nudge from parliament will be a strong indicator for them to investigate properly. Our collective voices should be represented by our elected representatives in government? Otherwise it’s single emails flooding FCA inbox which doesn’t seem appropriate. AIM needs tighter regulation.

Someone should set up a petition to Uk Gov to get it discussed by parliament ?
Now, of all times, we need our economy to recover and our fledgling companies to be allowed to prosper without having to deal with practices that only serve personal greed.

DW will never be satisfied. His cycle of negativity has started again. Multiple posts in succession bemoaning the lack of comms like a broken record. Then, when news is released he’s silent again. It’s been like this for years.
We’ve had a massive increase in SP. We’ve had very positive news on partnerships that will develop our commercialisation over coming months. Yesterday we had a blog update around this week’s Hydrogen Council conference and the positive effects that will undoubtedly have on our company. We have a pro-environment US president about to be sworn in. And for DW to insult the British people (regardless of your politics) by comparing our Prime Minister to Trump is disgraceful. UK is leading the world in vaccine rollout and the UK will lead the world in decarbonisation after this pandemic.

It’s very encouraging to see large financial institutions like Aegon making commitments in relation to their investments within our pension funds as well as their operational commitment to zero emissions.

I often work with Aegon via the large financial company I work for, so it’s good to see a shift towards decarbonisation in the pension arena.

Source: Edie
https://www.edie.net/news/6/Financial-firm-Aegon-commits-to-net-zero-emissions-by-2050/?utm_source=dailynewsletter,%20edie%20daily%20newsletter&utm_medium=email,%20email&utm_content=news&utm_campaign=dailynewsletter,%20778dd8ff7f-dailynewsletter_COPY_967

Haggis- if that is the case I unreservedly retract. I hope my response to Oggs was at least positive in your research skills

Hi Oggs - that’s the point I was hinting at. Yes, funding levels need to be maintained and a portfolio rebalance is required often on a quarterly of six month interval. We have experienced a massive increase in our SP in a short period and, for a large investor like Schroders to be known to be selling as part of a rebalance of funds would cause panic amongst PIs and unnecessary selling off as we are arguably well below our true SP anyway whilst we await our next broker note(s). The Herculean efforts by the likes of Haggis have effectively neutralised any panic in the intervening period.
The Haggis research is exceptional by the way and very positive for this board despite some annoying responses to his fellow posters. Again, just my observations.

It wouldn’t surprise me if Haggis worked directly for Schroders. Nobody on this earth could spend as many hours per day pumping the incredible amount of research onto this and other boards without being paid to do so. Quietly in the background Schroders have been selling huge volumes and of course the sell off has been orderly and the SP has remained very stable.
If this is how Schroders operate then that’s fine as they are beholden to their funds limits and internal governance.
I find it difficult to comprehend that someone wouldn’t get dismissed from their job for spending so much of their time posting on forums like LSE. Just my observation.

Yellow... just a couple of days ago you posted “ We are due several updates, hopefully within January, maybe even this week?.
This is a momentum stock atm, without any declared revenue its all about what could be?. Or what may be?.
I am in for the long run here, so will adopt wait and see and top up when I can.
I still expect £2-3 by EOY, as a result of successful demonstrations and partnerships..”

You’re on ignore, permanently.

Hi conoro- remember though that our broker notes are behind the times with respect to the ABB partnership and of course, the previous fair values do not take into account alkamem or the solid fuel cell tech expected next year.
Regardless of what people think of broker notes, we have reached and exceeded current values so it’ll be interesting to see what the next fair values might be.