The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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SPINKS RMDE interview https://t.co/r70BdeFdHX?amp=1
Next bit of news I am looking for is the extra shift confirmation and respective % volume increases - also lumber prices are going through the roof at the moment, so assuming they are increasing margins nicely - extra margin, extra volume
https://uk.investing.com/commodities/lumber
Plus update on the pellet plant and all on track to be operational end of the year
Plus update from RMDE and the 2 x CoalSwitch licenses
So,
What’s going on?
No news
What are we waiting for?
Well done MR, well deserved.
Maybe the order comes from Poland and is supplied by our friends in Alberta. $5 a ton and validation of coalswitch in a major offtake agreement.
Dear Soundsrich , excellent post . In the short term I think the next move upwards will be a big order for CS from a power station. The broker reports are positive but the large investors will only come in when revenue is assured . A good time to buy .
The news about the permit was never going to set the share price alight, especially in august which is holiday time, in the middle of a global pandemic and with fears about an oncoming global recession, but what it does in unlock the future and derisks AEG to production from a permissions perspective. We can now, finally finalise the modular build of our coalswitch plant, we can start producing and proving commercial demand for our product and then start marketing the benefits of coalswitch over our competitors. within months the story and interest will build. On top of that COVID 19 shouldn't effect AEG too much; The demand for coal replacement pellets is a constant as long as people need electricity. On top of that we have a timber mill which is expanding rapidly and producing revenue and again the products are sold regardless of covid.
Time will tell but a second generation renewable biofuel produced at carbon neutral, which is waterproof, burns as hot as coal with less harmful emissions, and does not require expensive modifications to coal/biomass power stations to use, and is proved to be more efficient than the globally in demand white wood pellets it aims to replace. Well if you asked me to invest in that scenario, it sound like a no brainer to me. On top of that we sell licences and have a keen investor in RMDE who will prove the licensee can make copious amounts of money.
It has been a long painful journey for LTHs, but AEG are committed and finally proving they are able to make things happen.
Agreed, rubbish atm, anti climax. We saw these heights leading up to this moment. Lucky to those who bought in so low and didn't buy the dribble in 2015!
Many feel this is good news but the real money is the licenses, we would need another permit to go to 50t/h I understand.
This is a great step forward (finally), I personally hope to see 3p in the next 6-12 months with some additional license deals.
Well depends when you bought doesn’t it.
My first purchase was at .45 so I’m well in profit, but not selling.
I think a lot of us are looking plus 3p for any type of profit. .8 / .9 is nothing to shout about.
There’s going to be a lot of profit taking today
Should be £30m mcap just now. All ahead full.
RNS is a game changer...
Let’s hope they have the money to build the plant or at least lost of it.
Great news this morning, have been holding here for a while and at times was about to sell with delays to permit but happy to hold for long term now