AFC.L stock pitch - 2026-02-11
AFC.L (update): Delivered LC30 generator 85% under cost (beat 66% target), 95% fewer components, 20% more efficient. Komatsu ($43B) JDA for ammonia-fueled engines. Cracker tech 1/6th power vs electrolysis (9.5 vs 55 kWh/kg). £10/kg H2 vs £30-60 market price, no subsidy needed. Demo day March 5. Path to £150-250M rev by 2028 intact
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