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Kenny
Off topic - X trucker is still in my portfolio. Rather pleased that the old team appear to have departed. Still bottom draw though.
Wolves
Hia Wolves long time no chat trust you're well buddy....... Off topic are you still in the X trucker one?
Hi Kenny
Good to see you posting on a regular basis again.
Openness would be for PHE BOD to publish the Peel contract in full. Lets see all the caveats and exclusions that apply. In the UK is Peel the only option? Is there no escape from this contract if PHE wishes to go in a different direction? Is the BOD constantly reviewing all UK options or is there tunnel vision and the current path is the only path? Are the ties with Peel to close?
I'm not implying there is a better route to commercialisation than the current direction of travel, but is it the only feasible, and timely option?
Every day that passes is a day where PHE may loose its commercial advantage to a similar or different technology. What is the reason that Peel has not managed its financial close on the 1st DMG? Is it a failure to attract sufficient funds? Is it a business tack tick because maybe Peel has different timelines for its own commercial on-site infrastructure? If so were they open about this when the contract with PHE was signed or did things change afterwards? Was the DMG not at a commercially ready stage, hence the delays?
Lots of questions but unfortunately I was unable to attend the AGM this year.
I really hope that the BOD do not award themselves any share options until the 1st DMG is fully operational. Target timescales after target timescales have been IMO missed. Share options should be awarded for success and as an incentive, not for achieving what should have been achieved long ago.
I am very much against any additional fundraising unless all shareholders have an equal opportunity to participate. Why would PHE need any additional funds anyway with its current cash balance unless..........?
I believe the DMG has a massive future but only if the dilly dallying ceases and us private PI's have trust in the BOD. It is up to the BOD to ensure that they retain shareholders trust.
Wolves
Maybe find about 20 big fish investors ( Biffa and companies like it for starters ) and give them a % of the 500k per year fee's not ideal but would give us a spring board to move forward on other locations, the same said 20 or so investors could then have a bite at future sites but at a reduced % of the 500k annual fee's........ Just saying like as time waits for no man...........
Got to generate cash not talk......... IMHO
Just saying like........
Answers on a post card please..........
greggreen good post REC.......
Problem is like Dave Ryan said no one want's to be first..........
Top priority IMHO is to fast track it however easy to say but difficult to put into action.
Others may order the parts, lets hope not as orders may take longer...........
Waiting to advance costs money............
No one is going to be buying off the shelf parts to be sitting about 1.5 years, now where our the consultancy fees coming from, if we are not working for a year. We should have built the 2 container demonstration unit (repurposed the prototype), shipped it to disaster zones bringing power to hospitals that would have been impressive. Now we are stuck trying to get funding for Peel's project yet again, with an operational plant even further away than when the prototype was finished! The PEEL contract held me back thank goodness, at least this is a small holding, mothballed.
It’s cheap now… Under Mr Ys tenure he’s managed to drop the sp by 60%+. It was over 10p just before Xmas… PHE had to admit they’d no idea why it had just bounced up!!
Since then I’ve seen it drop, drop … and yesterday he properly f@cked it.
Got a bit in this so not impressed with their raising, not going it alone and generally not getting it done.
In time it will come to fruition( I hope) but we haven’t all got years and years to wait and hope, while Tim looks after himself!
Maybe my kids will do ok , but quite frankly , I’d quite like to do “ok” out of it!
Bottom drawer for these shares mow.
I'm not invested here
I would be if my money was not tied up elsewhere
I believe the sp is cheap lth's should hold in my eyes if their is a drop I would top up to average down but not yet only if there is a dramatic drop
This is a great company with a wealth of potential wishing everybody the very best of luck and hopefully see you soon shame I couldn't buy in today this will be worth a fortune one day and lth's will be rewarded greatly