RE: Best case scenario ?10 Sep 2025 19:02
Its a good question & a hard one to answer But having said that, it will depend on any number of things.
1. New contracts announced.
2, Contract size.
3. Who the new contacts are with & how big they are.
4. How the contracts are structured, as with the new S&P 500 company. We know they are picking up the tab for development & production of our crackers they require.
5. I firmly now believe, this is how the new CEO John wilson is going to structure new contracts ( & this is very important ). Which is a whole lot better for AFC point of view. This will speed up production of orders, it will also speed up development of new & larger models. It will also significantly reduce the expense of production etc to Afc & considerably reduce financial cost to Afc's bank balance. Thereby significantly reducing risk to the company..
6. They have now signed a contract with Volex to enable significant & speedy increase for mass production.
7. They have significantly reduced build costs by 85% , bringing fuelcell powering on a par with diesel.
8. They have also signed a contract with ICL giving them access to their significant Ammonia supply chain. Enabling our crackers to crack that Ammonia into Hydrogen. Also an off take route (within the contract) for the Hydrogen our crackers produce to be supplied to ICL's customers.
9. We have an exclusive contract with Speedhire, the largest tool & equipment supplier in the UK & Ireland. Afc fuel cells are now being supplied to Tier 1 customers in the UK.
10. We have a contract with Tamgo covering Saudi Arabia & 16 other countries in the MENA (Middle east & North Africa) region.
11. Acciona, who operate in Spain & world wide who are still currently trialling our unit.
Basically the potential for Afc Energy's share price to go through the roof. The new CEO seems to have put the building blocks in place for what hopefully will be phenomenal growth.
Now we will have to wait & see if the masterclass succeeds. Once the crackers are coming off the production line & being delivered, revenue should soar.
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