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"The Parties have already identified five project opportunities for joint pursuit. The first, the Deeside RDF Project, is already under development (as announced on 8 December 2020), with four additional projects subject to preliminary due diligence."
All quite exciting really. When will the first big deal be signed, who will the partner be, how many more orders are being received, how long till we get the first big cash injection from financial close, what are the new staff up to, what will the wood group review say if it ever arrives, what are conaccord gelaty up to that they not only wrote a coverage note but have also become a new market maker (is this common?), what's the status at the other Greek sites, 4 further UK sites being looked at by Peel, second site in America awaiting planning permission.. And meanwhile over at phe- have they laid the first brick of the first part of our first plant yet? Too the mooon
When will the eendd of year resukts be due! At this rate they could include Feb March and April extra pipeline which at current growth rate is an extra €100m... Then we get more research updates, share price prediction rises again.. Uptick to 3p perhaps, holding pattern until first large financial closure or woodgroup news or another EPC collaboration deal. All to play for as they say...
Never mind `End of Q4` , we are now into Q2 ! I suspect that if there was a likely problem with Woods , I think we would have been advised and more important , a search for an alternative would have been well underway by now . We may be frustrated by the present delay , but I suspect once agreements have been signed operations will rapidly gain unstoppable momentum . Especially frustrating at the moment as as confirmation of a commercial arrangement with Woods would immediately accelerate any suspended development plans and surely open many new opportunities for the business . As others have mentioned , even at this point in time we are significantly undervalued when compared with our peer group . GLA
I do not think anything had to be announced in the end of Q4. There may be many reasons why nothing has not been announced: Maybe Wood just have not finished the report, yet. Would it be a good idea to blame a potential partner by telling everybody he’s late? Or maybe there is something confident: Depending on the content and details, you don’t pay someone for an independent technology and market review including possible insight in your company and you long time running 6MW plant and then publish it so everybody can see your potential sites, customers and weaknesses. Maybe we will never read the report but see quotes of it wherever needed.
re your 15:20 question: I did not post this yesterday, but today. And I did not fail to mention any comparison. It was not my intention to write an essay about the company. I just like their current way. The Canaccord thing is what is happening right now. Their spread of 2.0p bid / 2.5p ask at 12:04h today confirms they are not here to sell. I have seen you are a premium member, so in case of L2 access, you are closer to this than I am. Would be kind if you could have a look and tell us their bid/ask from time to time. I do not see bigger problems in the handling of the pipelines. You cannot take everything you find to the next levels and finally close it. For the first round we have a financial close and start of construction in North Fork for the bigger ones, financial close and start of construction in Larissa for the smaller ones and steady progress at Deeside. And with Larissa as Blueprint and the two new employees specially for this area, there will hopefully be an acceleration of a possible Greece / Balkan pipeline. We are on a good way.
'Somebody is cleaning up the market in our favor and collecting EQT shares. The 2.05 yesterday, as well as the 2.08 today, are probably a buy limit from Canaccord and today's 2.1p are maybe the last chance to get in cheap. Perhaps there is anyone here with L2 access to check this?
May be today is the last chance to 'get in cheap' or possibly tomorrow. It's a risk game. and in your 'I'm all in post'. you failed to mention the direct comparison between the 'old and new era', and that both are not good at converting 'huge' order pipelines. two old sayings, 'talk is cheap' and 'actions speak louder than words'.
DerSack posted; 'The report wasn't promised before the ewnd of December. The exact term was "These two reviews are expected to be completed during Q4 2020 and the Company will make a further announcement at the appropriate time."
Don't you think the 'appropriate' time to announce a 'delay' and any progress made or not made, would have been end of Q4? The Company, hopefully, must be aware that important milestones like this report will only add undue conjecture amongst S/H's if delayed.
I've only been here since June 2020, but since then (with the exception of small trips to AEG and DCTA) I've been "all in" in EQT and AFC.
I downloaded tons of RNS before putting everything on two cards. For me there is an "old era" and a "new era". From my point of view, the "new era" begins in summer 2019 with the "Debt Reduction" RNS on June 28th and the subsequent CEO exchange. A lot has been tidied up and sorted since then.
What I particularly like about the new era: There are hardly any coulds, woulds or shoulds under DP. DP does not fry the egg until the hen has laid it. If and when it comes time to talk about Wood, that will happen. Perhaps a report is already ready, but initially only for potential investors or partners.
What strikes me at EQT boards: Here, in discussions, there are always doubts about trivialities while the big things are overlooked:
When we got a new joint broker, everyone started making up stories about how many million shares they would buy at 1.5p on a placing via primary bid. You don't need a new overseas broker for something like that, the old ones would have been enough. Besides, DP has learned from Janus. That won't happen again. If there is a placing, then not via the primary bit and not at current prices, but far above. And it seems that the new joint broker is not there, or not only for a placing.
A very important posting by Esta56 was also lost in all the trivialities: "New MM added" from April 1, 2021. That was liked 19 times, but was not discussed further anywhere. The absolute hammer: Our own new joint broker is also involved as an additional new market maker for EQT.
Somebody is cleaning up the market in our favor and collecting EQT shares. The 2.05 yesterday, as well as the 2.08 today, are probably a buy limit from Canaccord and today's 2.1p are maybe the last chance to get in cheap. Perhaps there is anyone here with L2 access to check this?
If there is a delay due to physical checking being on hold then why not include that in the otherwise positive update? I have been in EQT for three years and want the company to succeed. I also like honesty and openness but don't always see that on AIM!!
From the latest operational update: Covid-19, Brexit and forest fires have all impacted the pace of business. Whilst no deals dropped from the Company's pipeline, some were delayed. Lockdowns, furloughing, home working and impacts from domestic and international travel restrictions have prevented physical site visits and adversely impacted logistics and progress with documentation, financial approvals, planning or other administration. These in turn added delays to progress of specific projects. With operations in Ireland, the UK and Spain, the Group has been well-placed to mitigate impacts of the Brexit process in relation to political, administration and policy changes. However, some delays were experienced with regard to timely approvals of documentation, funding, planning or other administration.
I think this is why there has been a delay, this is not a desk top review, it requires physically checking how the process works and checking efficiency claims, if there are nasty tar build ups and if results are as claimed.
The fact that they keep the time of publication open with the passage "further announcement at the appropriate time" is a sign to me that an RNS would not be mandatory.
The trading update came on the first working day after the dismissal of the law suit, which would take a lot of ifs and uncertainty from any kind of report. Maybe there is work to be done removing them.
It is more than 3 months since the reports were due to be completed and nothing was mentioned in March trading update. This concerns me although I haven't sold any (except in Bed & ISA). If the reports are favourable and with Wood being a major force in ME then I think it likely the reports would be in RNS. No news is not good news imo.
The report wasn't promised before the ewnd of December. The exact term was "These two reviews are expected to be completed during Q4 2020 and the Company will make a further announcement at the appropriate time."