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Was dispelling the order book wrt committed and uncommitted orders. It sounded like he said previous guidance was misleading.

It is what it is. And water under the bridge.

As someone mentioned a few days back wrt subsidies, it's not the tech that needs subsidies, it's the hydrogen itself.

If you filter people who've made more than a couple of posts on average a day, you'll probably find what you're after. Though you might have to scroll through pages of "this post has been filtered"

Probably due to:

"parity with a stage 5 diesel generator, accelerating the transition to clean energy at price point equivalence"

I'd traded down to an average of £1 based on 20% of my original holding but have added more around £2.50.

From last trading update:

Renalytix expects to announce its unaudited results for H1 2025 in March 2025.

Yes. As effectively they have to buy back shares worth zero.

Is it. The business model is guaranteed an ROI linked to inflation. Surely that is the case from day one until now. Seems like a good hedge for anyone lending money wanting to retain the value of their money.

Although not a significant number, cash paid out for dividends is obviously decreasing due to the buyback last year and again this year.

Lots could be done with the 'lost' curtailed electricity as you say. Electrolysis for hydrogen, electricity storage via battery or heat storage. It is the flip side of the same coin though- presumably any effort at scale would not want to be curtailed by waiting for excess energy.

UK Gov and their 'environmental component' of electricity pricing could be scrapped for energy suppliers/consumers who are choosing green electricity. It'd save ~6p/kWh on the end user's bill - a great incentive to switch suppliers. That, and zonal pricing to reduce prices and increase incentives to build renewables where they're most needed. Personally I've invested in Ripple Energy's community wind farm, it doesn't make much sense that I pay that 6p/kWh for something I've already paid for- and paying VAT etc on top of it again.

I suspect the price dip has a lot to do with what legislation Labour may come up with to reduce prices for end consumers.

>So as the nav has declined by 6p, this will mean the SP will also decline to reflect this?

It's possibly already partly priced in.

My average is £1.10 here, unsure whether to top up today.

It's back up.

https://www.linkedin.com/posts/afc-energy_hydrogen-cleanenergy-sustainability-activity-7289636512667770880-z82G

To be fair, you probably wanted to use "any more" there to refer to a quantity.

"FAKE NEWS. UTTER GARBAGE. IGNORE."

Reminds me of the "sky is falling" kids story. grow up and stop posting it.

More room for aggressive share buybacks, given the discount to NAV

>Does anyone know: Is this new information on their website?

AFC have been on that page all year, wording the same

https://web.archive.org/web/20240000000000*/https://tamgoksa.com/power-solutions/

>minor sells today

Some buys have been going through at 7.5 the past few days with the spread at 7.5/8.0 so hard to tell if they're really sells.

@tichtich

Indeed, LCOE doesn't take into account intermittency and covering base load. It's more of a measure of the cost to generate 1kWh of electricity factoring in all costs from cradle to grave as a stand-alone entity.

Factoring in backup sources inevitably increases the overall price, though it's inevitably fossil fuels at the moment. The price of renewables is steady, fossil fuels not to much. Creating hydrogen during times of curtailment would also be a relatively stable price but again, additional cost.

Changing any agreements on strike prices would harm future investment. There's also a revenue cap on the higher end of wholesale prices. The UK govt need to fix marginal pricing, wind and solar having the lowest LCOE would not be the target.

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