Hydrogen Sector21 Dec 2021 04:55
All doom and gloom both here and in the USA. US infrastructure bill falls apart (as it was also going to do Sen Manchin) and the COP 26 hangover continues. Hydrogen power is the future and when assessing other medium/long term opportunities it is very hard to compare or get much excitement elsewhere; unless looking at individual recovery stocks. In the meantime AFC seems a fantastic opportunity at this price in relation to its peers. Ceres/ITM and the American cousins already have a fairly defined way forward but at AFC, with comparatively minuscule market, a vast array of opportunities are apparent and a relatively easy way of scaling. With the recent RNSs only adding to confidence, the investment opportunity going into 2022 seems pretty hard to ignore and is clearly going to figure on many stock watchers/correspondents pick lists over the next 2 weeks.
I’m clearly up to my eyeballs in the stock but have never felt so comfortable, especially as the investment winds of the pandemic continue to blow. AFC is my safe haven.