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Coming round to my way of thinking at last Blue Toff? i.e. a bit of caution required...................
From "2 points" in Feb.......
"2.Much hope rests on an order for Konin in Poland.
The Polish outfit appears to comprise 3 people. Two Polish? owners and one who advises the other two. They have a website which (is in English! why English do you think? ) states if funding from EU funds is forthcoming, they may order 10 units from PHE. That one advisor and his family own 26% of PHE's shares. He undoubtedly would hope that PHE can announce orders. Who was it who drew our attention to this potential on this BB ?
And has there been an RNS?
Now I will put my flack jacket on and press post message."
--------------------------------------------------------------
So do you still think I was de-ramping ? or just pointing out some glaring red flags?
There is the not so small matter that the cost of a DMG has risen very substantially. A few months back on this board we were talking about £8m a unit.
The last time I looked that had risen to £26m.
It is no wonder that Peel have delayed.
Otherwise, I wonder if PHE are making a mistake giving exclusivity again. Wasn't it Waste to Tricity that had an exclusive and ended up being bought by PHE shareholders? Now we see the drawback of an exclusive with Peel. We are entirely in their hands for the speed of the roll out.
I would like to see PHE set up one, just one DMG, anywhere, and show it works. If it is as good as it sounds, show one to the world.
FlyingHorse and stable mates. I hope the hotel you own on Ipanema is The Fasano. If so, a free night would be much appreciated. It's the hotel who had a famous English group there a while back. I'm sure you remember the name.?? You should know them Leblon is the Knightsbridge, Ipanema is Chelsea, and Copacabana is Camden Town. But a better beach than t'other two, and the bars , restaurants and nightlife are infinitely better then t'other two, as you well know. But Home is where you hang your hat.
Hi BlueToff.
I think that 5years from the MOU with Peel, and still no DMG is a reflection on their commitment. It was a mistake to have the FOAK at Protos Park, and leave the timescale for deployment in their hands. Ok, a DMG at Protos is fine, but the FOAK should have been a build alone project, and if that decision had been taken at the outset, it would have been up and running by now. If the build cost of say £10M was a problem for PHE, it is in worse hands than I thought.
TP3 - Unlike you I do have faith in Peel, in fact it was their involvement that attracted me to PHE - however my faith does not extend to being too pleased with their performance to date. Still, having visited the Protos site I am aware of the progress elsewhere on the site as a whole, albeit little to show on 10b up to now.
Peel will deliver their sites, I'm convinced, when? is my only concern!!
Hi Piltick
Thnx the info on Tim saying Poland might be the first out with DMG. Little at odds with Dave who said that other countries were looking at results from Protos before committing. Tim is a politician and says what people want to hear rather than the truth. In any event, I sincerely hope Tim is right. I have little, if any, faith in Peel.
testpack: "It would have been helpful if he had stated that this roll out [Poland] is dependent upon the success of Protos DMG?"
It's not. TY stated in an interview that there is a possibility that the first Poland DMG might be up and running before the one at Protos.
Sure I know Rio well as own an hotel on Ipanema. Copa beach is a bit down market as am sure you will known if you are local. Lol!
It is a step in the right direction. Their CEO talked of it accelerating the roll out of DMG. It would have been helpful if he had stated thst this roll out is dependent upon the success of Protos DMG?
FlyingHorse and friends from your stable. Like notfortoolong now, you appear not to use many of your brain cells. I live in RdJ, near Copacabana beach. I know geography is not one of your strengths, but the continent of South America is on a different time zone, which means that the Sun rises at a different time to you in the UK, and it is a later time. Understand so far. Brasil is 4 hours behind BST. ( British Summer Time). So, when I post at 1pm UK time it is 9am here. Got it. good. When I post it is after I have been for exercise on Copacabana beach, and may be a little swim, depending on sea roughness. What the travel brochures do not tell you, is the sea can be very rough, 2 mtr waves are common every day. Not for kids.
Hey BT, heres the thing, I hear you on iffy concerns given HUI is pretty much PHE's euro branch (yes I know offically it isnt), what with Howard White as an advisor and his other half running it. But and here is the positive, even if he was using HUI as a false news outlet to bump PHEs SP (which I dont think he is at that would be illegal), we gain as it increases the SP and stops a downward trend while we are waiting on the first DMG end of Q1 2022.
The big concern was would there be any news given the wait on the first DMG. This news is very welcome in my books and sparks a bit of positive energy our way and that is never a bad thing.
Great RNS to me.
Weird how Testpack disappears when good news is announced. It’s blatant he’s here to suppress sentiment to help someone. My guess MMs when they get caught out use the likes of him to help rebalance. What a game. LTHs need to hold their nerve.
1204 kms away from Konin, takes waste plastic from EU..............dyor
Anhovo is a settlement on the right bank of the Soca River in the Municipality of Kanal ob Soci in the Littoral region of Slovenia. It is best known for its cement factory, Salonit Anhovo, built in 1921. There is a small railway station on the outskirts of the settlement.
Tatty. 'Is HUI doing what Waste2tricity was supposed to be doing?'
Maybe that is what concerns me - White is involved with HUI - still not sure of his role in PHE
Hmm.
Is HUI doing what Waste2tricity was supposed to be doing? I.e. setting up deals? It would be useful to get a feel for what kind of timescales for actual DMG installations are anticipated.
https://www.theguardian.com/news/datablog/2011/nov/24/cost-of-environmental-pollution
In 2007, the World Wide Fund for Nature ranked the power station as Europe's 11th most inefficient power station due to carbon dioxide emissions
https://en.wikipedia.org/wiki/Be%C5%82chat%C3%B3w_Power_Station
why?
There's something about this Hui connection that I am not easy with - not sure what just a feeling
in my water. Anyone ease or add to my anxiety?