Bananaman
09 Dec 2019
December 6th 2019. AFC launch first commencial product BumbleB, when will you put a report of your visit to Dunsfold on ii. Very interested to hear your perspective of the visit today.
Heath23
09 Dec 2019
Investor day 6th December 2019 Good to hear it’s still on, and also not delayed due to AFC. Is there a possibility the delay could benefit Southern given the continuing advancement of AFCs tech?
apexcut
09 Dec 2019
Investor day 6th December 2019 Many thanks BumbleB. Massive respect to you from me for providing your account of this as you see it.
Heath23
09 Dec 2019
Investor day 6th December 2019 Great updates - thanks
vicg6is
09 Dec 2019
Investor day 6th December 2019 Thanks for that info BumbleB , much appreciated , Portfolio2 .
steve2
08 Dec 2019
Investor day 6th December 2019 We’ve heard that bit of bs before haven’t we.
BumbleB
08 Dec 2019
Investor day 6th December 2019 According to your history you joined on 31 January. 10 years worth of posting in just 11 months. Impressive…
Eadwig
07 Dec 2019
Investor day 6th December 2019 rbmchenry: wear their LTH claim as a badge of honour…. when, in reality it is nothing more than a cover for a bad investment choice that has left them trapped, totally trapped for years because they bought in at an inflated price years earlier. By the way, I continue to hold that long term position,. now at an average of @3.82p, although clearly they have now been paid for many times over if I decided to account for them in that way,
Eadwig
07 Dec 2019
Investor day 6th December 2019 rbmchenry: Unqualified exuberance and high (unrealistic) expectation is more often than not the cause of that folly. Nothing has changed has it? What a very strange man. I have held on and off for some years, and certainly contributed to the cash raising when the price on my holding was cut from @16p to @10p. I think it was. I still managed to sell most of those at a profit but I retained just a few thousand… which, when I saw how reactive the share price was to news, I more than doubled down on in July… image.png1499x391 68.4 KB image.png1550x399 69.2 KB image.png1063x484 71.5 KB I missed documenting a sale here that was above @26p, but I think you get the message. How much did you make, Bmac? or is it @bmaca ?
BumbleB
07 Dec 2019
Investor day 6th December 2019 This video is worth watching. [link]
rbmchenry
07 Dec 2019
Investor day 6th December 2019 Hi guys. As it happens I’m a long term member of the ii board, dating back 10 years + or thereabouts but I haven’t posted for a little while now. Whereas it is heartening to see that AFC have something to present to the market after 13 years of drudgery and pain for its shareholders, all is not nirvana. At circa 2.5 times the unit cost for AFC’s fuel cell electricity compared to that of the grid,( that’s before other associated costs that need to be recovered over the life cycle of the installation are added in, i.e. site procurement, installation, maintenance during the life cycle of the installations etc,) there are real issues with AFC’s market competitiveness. I will be posting my views on these matters, grid capacity claims/solutions/impact, pending cash call/dilution and other related issues, later. Meanwhile and as an aside, I find it some-what incredible that so many posters on these forums, who claim to be long term holders, who make that claim with some sort of pride, who state it regularly as though it is a result of their dedication to a previous ‘intelligent’ decision to buy shares, wear their LTH claim as a badge of honour…. when, in reality it is nothing more than a cover for a bad investment choice that has left them trapped, totally trapped for years because they bought in at an inflated price years earlier. That is the folly of these boards. Now caught and unable to get out without considerable loss they play the ‘I’m a long term holder’ gib. Unqualified exuberance and high (unrealistic) expectation is more often than not the cause of that folly. Nothing has changed has it? For disclosure, this post has also been placed on the lse bulletin board. Bmac
Piltick
07 Dec 2019
Investor day 6th December 2019 No problem. Despite the concerns earlier this year, I certainly believe this is turning out to be a great company and great investment.
BumbleB
07 Dec 2019
Investor day 6th December 2019 Your welcome. I am sorry I did not get a chance to come back to you on PHE the other day.
Piltick
07 Dec 2019
Investor day 6th December 2019 Thanks BumbleB, very much appreciated and very informative.
Eadwig
07 Dec 2019
Investor day 6th December 2019 Yes, thank you very much, @BumbleB
