Some Extremely important points shared with Afc shareholders during the Investor meet company presentation !1 Mar 2026 20:49
1. Government Target for Hydrogen production, 1.6 million tonnes per annum.
With AFC having only 5% of the UK Market at £10 kg, that is ££788,000,000 in revenue per annum & that's with only 480 Hy5 units.
2. Afc & S & P 500 partner teams now working considerably closer together after the completion of stage 1, They have now identified that they are looking at jointly developing 10,000 to 15,0000 kg per day units. This opens up considerably more options for these crackers. So aswell as port side operations. It opens up Hydrogen supply to cement manufacturing, Glass production, Asphalt production, Quarrying etc. Providing Hydrogen onsite, on demand & in the amounts required., where ever its needed. Anywhere further in land where the cost prohibitations of building Hydrogen pipelines is extremely expensive & a very lengthy process & Hydrogen transportation would prove extremely expensive & impractical also.
3. The name of S & P 500 partner shortly to be announced.
4. In discussions with the E A devolping a mechanism to speed up future Permiting operations , following granting of permit to sell Afc's Hydrogen produced at dunsfold.
5. Over £2 million contrract signed with Komatsu to develop & deliver cleaner fuel via our Ammonia crackers for their enormous Quarrying trucks etc.
6. Speedyhire, multiple deployments already on site.
7. Tamgo to showcase our new LC30 & 200kw units in oct 3026, following deployment of previous 200kw unit that produced 100% uptime in the extreme heat, fust, sand etc. With no problems what so ever, Tamgo extremely impressed.
8. Afc to build first to LC30 units, with units 3,4 & 5 being overseen by VOLEX. Following units to be produced by VOLEX.
9. Revenues from Dunsfold cracker 300KG to 400kg per day to begin in April 2026, including S & P 500 customers in the UK.
10. Aug 2026 CE marking (UK & Europe) first, followed by Sarba ( Saudi etc ), UL ( USA). approval, enabling sales to proceed.
11. Commissioning of Hy5 unit in Port Clarence, Middlesbrough ( NOV 2026).
12. LC30's for EV charging, Construction sites, Data centres, Critical backup power, Hospitals, Entertainment events etc. 5000 per annum Target.
13. Cash burn now at less than 1 million a month.
14. No cash fund raise required for at least 18 months to ( Srpt 2027 ) & even then not at all with a expected substantial order book in place.