http://www.afcenergy.com/

Dawnay, Day Corporate Broking Research Note

Aim Admission Document

480? That would be nice!

Yet another good forward looking RNS out.

I strongly feel that the rolling ball is starting to gather pace.
Once it gathers a fair bit more momentum, it may be hard to stop.

Some punters are querying why the low sp and lack of movement.
Are there more investors like myself.

I am a bit top heavy re my investment in AFC, so I will not be buying more.
There is no other reason than the above. I fully believe in AFC's future, and if I had more spare money to invest I would do so.
I have a hard and fast rule that I will only put a certain percentage of my investments into stocks and shares.
This rule is a safeguard that may mean I restrict my earnings but as safeguards are designed to do will always limit any loses.

Most PI's will have some sort of stocks and shares investment limit and this is what is partly holding the SP back.
The main reason of course is the lack of institutional investment.
Yes there is a large institutional holding, but it is static. It is only when orders come in that these big boys who are far less risk adverse than most PI's will start increasing their holdings.

Remember these institutions have many others to answer to, whereas us PI's don't, wives/husbands excepted.

Would like to include mistresses, but not so lucky.

But back to the serious comments. I am not unduly worried, as with a big 'WHEN'/or a small 'if' things really start to take off, it will be these low risk institutional investors that will take the sp to far greater heights.

Overweight as well.....will not add....I'm just waiting for contracts to fly in (I hope)....

In response to your comment:
"I have a hard and fast rule that I will only put a certain percentage of my investments into stocks and shares." Equities are considered to be a 'Medium risk Investment' so putting all of your cash there is surely unwise?
As for 'Green' stocks (technology or producer) I still think that there is very limited opportunity for profit while the recession is still biting. Ethanol, hydrogen, alkaline fuel cells, methane from waste etc are all eons away from being efficient & profitable. There must be better sectors for investing your money?

Harrycat,

re your statement, " Equities are considered to be a 'Medium risk Investment' so putting all of your cash there is surely unwise?
That is what I am saying, so not quite sure what your ? mark means, unless it was a slip.
I agree re green stocks, as most of them are hyped up big time, but as regards a few green stocks, there will be some that are just as important or even more so, in a recession as they can save money. The AFC Fuel cell being the obvious example. We need electricity and whilst accepting that the need will lessen somewhat due to less industrial demand, it will not lessen by much.
I also accept that investment/initial outlay costs money in the short term and governments often do not see further than their noses, but there is ample private, and company money out there to get things moving.
The old saying, 'Necessity is the mother of invention', springs to mind.
The world has to find new energy or/and find better ways of producing current energy sources. My money is on AFC eventually, becoming a world leader.

regards Greek.

Latest interview Peter Bond, Linc CEO.

http://www.brr.com.au/event/67350/world-first-for-linc-energy-with-hydrogen-fuel-cell-trial

cyril

Rising trend again.....might see 24 or 25p again soon....

http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10594821

PERTH, Aug 2 (Reuters) - Australia's Linc Energy expects the sale of its Galilee coal tenement in Australia to be finalised this week and sees a separate deal on a second coal tenement within weeks, Linc's chief executive said on Monday.
"We expect an announcement on the sale of the Galilee tenement to be fairly imminent, probably by end of the week," Linc Chief Executive Officer Peter Bond told Reuters.
Bond said Linc was also in detailed negotiations with Indian, U.S. and Australian firms on the sale of its other, Teresa tenement in Australia, adding that a separate deal could come within weeks after the sale of Galilee.


Theirs belief(hope) that Linc will take up it's 2.3m option, from the revenue??
cyril

The hope is that will now take up the 2.3m option with AFC,if so it would have a hugh impact on the SP?
cyril

Business ExchangeTwitterDeliciousDiggFacebookLinkedInNewsvinePropellerYahoo! BuzzPrint Adani Enterprises Ltd., Indias biggest coal importer, agreed to buy an Australian coal asset for A$500 million ($456 million) from Linc Energy Ltd.

Adani Enterprises will also pay a royalty linked to coal production for 20 years as part of the agreement, the Ahmedabad- based company said in a statement. The acquisition gives billionaire Gautam Adani-controlled Adani a tenement, or permit, in Queenslands Galilee basin.

India is increasing imports of coal to meet rising demand in an economy that has grown an average 8.4 percent since 2004, straining capacities at roads, ports and factories. Adani Power Ltd., a sister company, plans to build power plants with a combined capacity of 6,600 megawatts by 2012, director Ameet Desai, said last August.

It is about securing high calorific, good quality coal for its expansion plans, Deven Choksey, chief executive officer at K.R. Choksey Shares & Securities Pvt. that owns shares in Adani Enterprises, said before the announcement. High quality coal helps operate power plants at higher capacities.

Adani Enterprises, which advanced 43 percent this year, gained as much as 3 percent to 628.20 rupees and traded at 621.60 rupees as of 1:59 p.m. in Mumbai. Linc requested its shares be halted from trading in Sydney pending an announcement on the sale. The Brisbane-based company last traded at A$1.86.

Indian thermal coal imports surged last year to a little less than 60 million tons from about 30 million tons in 2008, Macquarie Group Ltd. said in a report in March. India plans to almost double electricity generation capacity by 2012, when the shortage of coal will exceed 200 million tons.

Mining in India can be a problem with mines located in areas that Maoist issues, Choksey said, referring to the insurgent group that operates in parts of India.

Once again the sp is down.
Confidence falling in the product/technology, not really.
Confidence falling in the sp coupled with impatience, definitely.
The current problem we have, is that confidence in the sp is dragging it down, whilst an sp that is slowly but annoyingly dropping is increasing that lack of confidence, a vicious circle.
But as a few posters have commented, if you are in this for the medium or long term, the current sp gives little to worry about.
If/when the big orders start to flow, all the lower sp will mean is that it has a lower base to climb from which may in the 'short term' following any big orders hold the sp back from the possible highs. In the long term, starting a climb from the present lows will make no difference.
Those who have spare cash and want to invest more in AFC have a great opportunity. Regarding myself, my share portfolio is heavy with AFC (not too heavy) so I will not be increasing my holdings. This is not through lack of confidence, just being prudent in risk v reward.

RNS, and this time it is not Arsenal

This could generate the sort of interest we have been waiting for.

GM;My understanding is iIt's a competition,which would create interest and
raise their profile.Shows that B9 Coal have cofidense in them and will require
AFC to get there finger out.
cyril

Hi Niceonecyril,

Yes, it does read competition, but I find that a bit misleading. Competition in the context it is used, means to me, several other projects side by side, with the winner is etc.
But reading other press releases it is more of a project that is up against other clean fuel projects that are being looked at around the country in an ongoing continual process (and about time to).
As to getting their finger out, I believe if/when the orders come in AFC will have all the backing required to boost up production several times over. The plans are already in existence.
It is always difficult for any up and coming innovating company to judge future supply figures. What they don't want is for production to get ahead of itself leaving stock on the shelves. Not saying this will happen, but they do still have to prove themselves. I think the minor effect todays news had on the sp reflects this.
There are many posts ridiculing the sp as being way undervalued. I agree on the potential side of this, but the still existent risk factors, just about levels up.
Potential v Risk, sp about right.
This may be a pessimistic view, but having been caught out a few times in the past by investing in companies that 'can do no wrong, can't fail, then did, makes me perhaps more wary than most.
Saying that , I feel AFC are the best prospect I have had in my portfolio for many a year.
A good link re the competition,http://www.decc.gov.uk/en/content/cms/what_we_do/uk_supply/energy_mix/ccs/ccs.aspx

regards Greek.

Hi GM, good post and how i see it,also similar experience with high tech companies. Thanks for the link.
cyril

No prob.

Very good news, and probably the trickle of orders will turn into a stream.

Ticking up nicely.

Last Friday 1st, another one of my shares started to tick up for no apparent reason, after being fairly static for several days/weeks.
I posted that someone must know something us poor PI's don't.
On Monday 4th an RNS was released re approval on their product, by a regulatory body, followed by another RNS of an institution increasing it's holdings on that Friday. Of course it was a total coincidence that this institution increased its holding prior to the Monday approval RNS.
Come on, don't be cynical it could be.
Of course as we all know, the markets are a level playing field, so no one can be privy to anything share price sensitive that has not been publicly released, can they!


I wonder if the same is about to happen here.

Starting to take off....hope it continues...without being too optimistic : I have high hopes for this share....50p plus....if not a lot more in time...

About to jump much higher...all signs are pointing to it .....