reports
AFC Energy: 1 director
A director at AFC Energy bought 500,000 shares at 9.1p and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...
Hybridan Small Cap Feast - 4 November 2024
* A corporate client of Hybridan LLP ** Potential means Intention to Float (ITF) has been announced, or it is a rumour ***Arranged by type of listing and date of announcement ****Alphabetically arranged Share prices and market capitalisations taken from the current price on the day of publication Dish of the day Admissions: None Delistings: None Delistings on Friday 1 Nov. I3 Energy Plc (I3E.L) delisted from the AIM market. Boussard & Gavaudan Holding Limited (BGHL.L) delisted from the Main mark...
- Robin Byde
AFC Energy (AFC LN) - Positive full year trading update
AFC has issued a positive pre close update for the 12 months to 31 October. The year was transformational with good progress on the manufacturing scale up and product roll-out. Revenue is slightly ahead of our forecast and the cash position is about in line. Momentum at the JV with Speedy Hire, Speedy Hydrogen Solutions, is building. Formation of Hyamtec as a standalone business to exploit AFC’s market leading ammonia cracking technology is exciting. The new UK Government has made various announ...
- Robin Byde
AFC Energy (AFC LN) - Unlocking value from AFC’s ammonia cracker techn...
AFC Energy has announced the launch of Hyamtec Limited (“Hyamtec”), a wholly owned subsidiary established to commercialise the Group’s next-generation distributed ammonia cracking business. The aim of this technology is to support low-cost, scalable, and on-demand hydrogen production for industrial and mobile applications. As a subsidiary of AFC, Hyamtec will have increased flexibility in seeking funding for its growth and offer investors more focused exposure to this cracker technology. We beli...
- Robin Byde
AFC Energy (AFC LN) - Ready for the ramp-up
AFC has been busy. In June, the Group raised £15.8m to scale-up manufacturing to fulfil current and anticipated orders for its market leading 30kW hydrogen-fuelled power unit. The medium-term aim is to displace diesel generators used for temporary power: probably a $20bn market globally. The immediate route to market is via the Speedy Hydrogen Solutions JV (SHS) with leading equipment hire company Speedy Hire (SDY LN). AFC is also accelerating the implementation of a flexible manufacturing plan,...
Hybridan Small Cap Feast - 23 July 2024
23rd July 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: None Delistings: None What’s baking in the oven? ** Potential**** Initial Public Offerings: ITF announced: 8th July 2024: Rome Resources: The Canada-based early-stage resource exploration Company has announced its intention to IPO on AIM in order to co...
- Stephane Foucaud
AUCTUS ON FRIDAY - 14/06/2024
AUCTUS PUBLICATIONS ________________________________________ Chariot (CHAR LN) C: target price of £0.50 per share: High impact well offshore Morocco on track to spud in August – The FY23 financials were in line with our forecasts. The high impact Anchois East well is expected to spud in August. A drilling success could increase the size of Anchois to over 1 tcf (300 bcf net to Chariot). Our overall unrisked NAV for Anchois, including Anchois East Footwall and Anchois East North Flank, is £0.42 p...
- Emily Liu
Hybridan Small Cap Feast 12 June 2024
12th June 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti...
- Robin Byde
- Robin Byde
AFC Energy (AFC LN) - FY23a and outlook: good progress
AFC has made strong progress with products and its manufacturing strategy. Despite heavy investment, the cash position, at £27.4m, was slightly better than our estimate for £26.9m, demonstrating good discipline. The monthly cash burn rate (at c. £1.3m) is tracking in-line with our expectations. Generally, we maintain our estimates for significantly increased sales in FY24e and FY25e, with the cash position unchanged. Recent news on commercial progress has been positive. The 30kW H-Power Generato...
- Robin Byde
AFC Energy (AFC LN) - First Factory Acceptance Test of 30kW H-Power Ge...
AFC has announced the successful Factory Acceptance Test (FAT) of its first 30kW H-Power Generator. The generator has satisfied all contractual tests and requirements of the FAT under its agreement with partner, Speedy Hire Plc (SDY LN), the tools and equipment hire services company. Successfully completing the FAT confirms that the zero-emission generator is now ready for sale to Speedy Hydrogen Solutions, the dedicated hydrogen powered generator joint venture. This news follows the recent anno...
- Robin Byde
Audio Note: AFC Energy - Site Visit
In this audio note, Zeus’ Robin Byde discusses the investment case for AFC following a site visit last week. Since then, AFC has achieved another commercial milestone with independent attestation of conformity for the CE Mark for the 30kW H-Power S Series Generator.
- Robin Byde
Video: AFC Energy - First modular ammonia cracker system
In this Zeus video, CEO of AFC Energy (AFC LN), Adam Bond, and Chief Engineer and Product Officer, Dr Mike Rendall, unveil a groundbreaking modular ammonia cracker system. The cracker system will support viable and scaleable production of hydrogen in the UK. The system is designed to deliver 140 tonnes of fuel cell grade hydrogen each year. Hydrogen from the plant will initially be targeted for sale into AFC Energy’s UK H-Power Generator deployments, including those with Speedy Hydrogen Solutio...
- Robin Byde
AFC Energy (AFC LN) - First modular ammonia cracker system
AFC has unveiled a groundbreaking modular ammonia cracker system demonstrating viable and scaleable production of hydrogen in the UK using this method. The cracker system is designed to deliver 140 tonnes of fuel cell grade hydrogen each year. Hydrogen from the plant will initially be targeted for sale into AFC’s UK H-Power Generator deployments, including those with Speedy Hydrogen Solutions. Along with the recent purchase of the mobile storage and distribution assets of Octopus Hydrogen, AFC c...
- Robin Byde
AFC Energy (AFC LN) - Purchase of Octopus Hydrogen’s UK mobile hydroge...
AFC Energy has announced the purchase of the UK mobile hydrogen storage and distribution assets of Octopus Hydrogen, part of Octopus Energy Group. The aim is to provide a bespoke end-to-end hydrogen fuelling supply chain service, initially to service the growing number of H-Power generator sets across the UK, such as through Speedy Hydrogen Solutions. The consideration is undisclosed but minor. The assets are turnkey and require no additional capex for operation. The opportunity is to increase r...
- Emily Liu
Hybridan Small Cap Feast 15-11-2023
Dish of the day Joiners: No joiners today. Leavers: Wheelsure Holdings has left AQSE. What’s cooking in the IPO kitchen?** 9 November: Chapel Down Group ITF: England's leading and largest wine producer with an award-winning range of sparkling and still wines, under the Chapel Down brand. The Company owns, leases and sources from 1,023 acres of vineyards in South East England announces its Admission to AIM after its transfer from the Aquis Apex market. The Company will not be raising new capital ...
- Robin Byde
- Robin Byde
- Robin Byde
AFC Energy (AFC LN) - Saudi and MENA distribution agreement
AFC Energy has signed a potentially lucrative exclusive distribution agreement with Saudi Arabia’s The Machinery Group LLC, trading as TAMGO. TAMGO is an approved vendor to many of Saudi Arabia’s large infrastructure and mining projects including NEOM, Red Sea Global and Qiddiya. Under the Agreement, TAMGO will market and sell or lease to end-customers AFC’s H-Power Generators into the USD1.6bn industrial and off-grid power markets in Saudi Arabia and the greater MENA region. This agreement foll...
- Sacha Morris
Hybridan Small Cap Feast 28 07 2023
Announced ITF 12 July: Substrate Artificial Intelligence, an artificial intelligence company based in Spain that creates, buys and scales companies around AI in diverse sectors such as fintech, agritech, energy, human resources, and health, intends to join the Access Segment of the AQSE Growth Market. Announced ITF 6 July: Blackpoint Biotech plc, a medical cannabinoids company established to fulfil gaps in the medical cannabis market by creating products that provide fast onset of action and acc...
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