RE: On Reflection14 Jan 2021 20:18
Evening All, i just thought I'd add my two penneth to this conversation.
IMPO, I believe 2021 will be a transformational year for AFC.
They have the product, the huge potential opportunities for its application. And have got together a decent management team to see the project through!
But no recorded orders i here you cry!
True!
But remember this is new not commercially tested kit!
Which will change with, Extreme E, Aciona, and the German Julrich project.
Plus AFC needs to get their assembly plant up and running! No point in having orders if they can't be fulfilled!
Then we have the partnership with ABB.
I don't thinkba company of that calibre would hop into bed with anyone.
And Now Ricardo!
Its all about getting your proverbial Ducks in a row!
Once the system is proven to work commercially and the assembly plant is in place, Orders and revenues will flow in!
Thats just my take on the situation. This is a LTH for me and in time i can see at least parity with the likes of ITM and Ceres, whichvi feel at the moment are overvalued.