Member Info for Sparkey73

Thats a fair comment, but investors, retail and fund managers are looking at a projection beyond the next year, with growth news needed this year of course. Everyone has to agree, there is more news to come this year. . You are very right though that anything goes wrong and it's going to be hit hard. Health and safety is paramount, hpow have a very good record but they must not be complacent as they scale up. Just look at cph2 they just had an awful catastrophic failure during a FAT test and it's cost investors dearly.

It's ...hmm if you don't understand market valuations and that they are based on projections not actual. US spaceX going for a valuation of more than a trillion, more than the GDP of denmark. On revenues of much less. However, hype is fueling that one. Tears will ensue for retail investors in that after the hype has died down I'd warrant. I think hpow is past the hype period.

Https://www.brusselstimes.com/eu-affairs/2142512/eu-okays-germanys-e1-3b-hydrogen-push-promising-deep-co2-cuts

We were last at this price on Jan 5th.

Wait for the big move tomorrow.

No oil? And those who would like to not have pharmaceuticals, chemicals, ethanol, naptha, methanol, plastics, lubrication for engine and hundreds of other users, all ye of armchair opinions, say aye.

Https://www.pv-magazine.com/2026/03/05/photoncycle-raises-e15-million-to-launch-seasonal-hydrogen-home-storage/

Hi Bondy, I went too, so echo what you've said. Speaking to some of the team, including someone who'd be there 19 years(!) she said the culture has changed immeasurably. Next pivot points seen are the CE mark for the lc30, which the chief engineer said was well in progress and only awaiting finally testing. They'd learnt allot from the CE mark process they'd done before. Passing has been designed in from the start. Lc30 went from starting to physical steel in a year. That's a huge change. Karl talked about the focus they have on building the order book and they also commented that the very recent speedy hire led event attracted more than 70 customers who were all extremely impressed. Karl also talked about how they are going to tenders and reflected on the fact that major construction projects do require significant amount of tender time and a team was now dedicated to that so commercial focus is absolutely there. There was a side conversation about the Thames crossing AFC said that most of the contractors would be hiring from speedy hire, so that was going to be their route in for that particular project. The chief engineer talked about scaling up and said they could build an lc30 in a week and a half which is a magnitude of improvement from where they were just last year. I came away having been invested for AFC probably for nearly 15 years on and off that finally the jumbo jet might be about to leave the runway and take off. My sense is that the pivot points will be the Sp500 announcement and the CE mark pass test. This year will be the year to takeoff of they do. We did also discuss the UKs hydrogen position and Rendell said that he is lobbying the government hard on both the hydrogen strategy and also having ammonia designated as a fuel, but of course that's just the UK. They are looking globally too.

Onsite in Dunsfold... Simon if you can find me. Jeans and barbour jacket.

I think a rebrand is coming...

So just to confirm who is on-site tomorrow?

Oh you were right Alderban. No quibble there. But some of us are playing a slightly longer, maybe smarter game. We ll see...

Maybe Alderban but I'm taking the time to see the goods onsite.. are you, or are you going to sit at home and armchair opine whilst insulting those who've been investing for many many years?

Why was chatgpt values at billions with no rev or Uber or Waymo ? .....it's all potential. And that potential realises on a dime and a day.

What the market doesn't like is gaps. There was a gap in the share price chart created on the Komatsu announcement. Where the price has fallen today and now just started to bounce back up, we will close that gap. Imho. I don't think we will see 10. Don't forget the sp500 announcement is not far away. Could be this month or next. I see that as a game changer as it won't be just the announcement of the name, but also the commercial agreement too.

So.....who am I meeting in Thursday in Dunsfold then?

Sorry not 'error' typo meant 'just'

If you want to be part of the sheeple..believe the crap and.sell sell sell were all doomed. Buy gold and silver. Market makers de-risking Ade wtf does that mean?? Market makers error make the market, and try and make a profit. They will buy and sell to balance their books and make the market in competition with other MMs. They only risk they have is having too much stock or not enough.

I would say buy when others are selling. Which for AFC is right now and probably over the next few days until the BBC changes their headline to the population of hedgehogs and been increasing in recent months because of rising temperatures, or other such crap as they find.

Wasn't it today? Nothing on rns....

Yes I will be there.

Poke in the eye for those who post absolute dribble on here or think my id is just another alias.

Been here since the early fuel cell days...looking forward to meeting intelligent investors on the 5rh who realise that you aren't investing in a company but it's leadership (took me a good few errors to learn that)

Https://substack.com/@thatstocksguy/note/p-185843492?r=60umue