The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I rather like the webcam idea, then we can see what's going on when they start the site-works.
I have also asked if they can install a webcam rather than us relying on feed back from other people.
I've posted ten questions for the questions and answering session at the agm inoder to clarify things or to prompt them to give us anything new
1 Are Peel likely to commit to building a second DMG unit this year or will they wait until the first unit is proven?
2 Are you working on other projects?
3 Will you be looking at increasing the size and output of the DMG?
4 Alan Bond originally invested in PHE as a means of using poor quality coal in an environmentally friendly way by using the DMG unit, is this feasible? I am thinking of China where they have multiple small coal mines, mining poor quality coal because of the need to create jobs.
5 You said that you would be concentrating solely on getting the first DMG up and running, is this to the exclusion of everything else, because you previously said that that you expected orders to be confirmed during the construction of the DMG?
6 Is the collaboration with the Spanish entity for a 50 ton DMG still in progress and where is the first order likely to come from other than from Peel?
7 Are PHE looking to build and own their own DMGs?
8 Will PHE be focusing on growing the company rather that pay dividends, or both?
9 There hasn’t been any mention of collaborations in the US, do you have any plans there?
10 I heard, rightly or wrongly that the Australian government are offering 50% grants over the next 12 months to fund renewable projects, are PHE in a position to take advantage of this?
I've mentioned this before that the wordings changing, "We can" is a lot more positive to "It could potentially" and the fact that technology is getting out there now is a real positive to take even though some were a little upset about that appointment. Really good to see these posts turn back to where we need to be, the future looking forward.
Stokey , that would be a nice roll out indeed.
https://www.euislands.eu/organisation/462
seems linked to this off the tresoil website
https://static1.squarespace.com/static/5d3f0387728026000121b2a2/t/5d9c7b1d9ada8b5691aa0536/1570536236724/Blue+Dolphin+poster.pdf
with a EU budget of 12.5 million euro.
Humpfrank Note the:
We can produce electricity and/or hydrogen and CHP electricity from a PHEW2H2 40Tons of waste per day system.
Wolves
https://www.romaniajournal.ro/business/romanian-start-up-that-developed-ultra-fast-charging-stations-network-winner-of-national-energy-contest/
Seems Tresoil won a national start up award on 22nd May this year :)
Flow77 In relation to your 13.27 post i was the way I worded my post I meant £2.5 million a year for ten years to build the 50 units then from year 10 it will as you say it will be £50m. I know the £2.5m is cumulative so each year the revenue increases by £2.5m.
https://ec.europa.eu/eipp/desktop/en/projects/project-11214.html
last updated 21/08/20 .
Makes interesting reading
£25 million a year for 50 units surely ..
humpfrank In relation to your 13.17 post thanks for that that works out at about £2.5m a year to PHE in license fees if the same exclusivity agreement as with Peel is used.
@stokey12
https://finance.yahoo.com/news/enrich-usa-announces-winners-virtual-174000591.html?.tsrc=fin-srch
This article mentions Tresoil and is dated 9/9/20 so it seems things are still progressing as it mentions building 50 waste to energy plants within 10 years.
There is a date on the start up hub page of 30th August 2018 which then links you to Tresoil. Not up to date it seems but gives some idea of estimated build costs and revenue. I have no idea if the page has been updated since the date indicated.
humpfrank - In relation to your 12.43 post I cannot see any date on the article. Do you know when this article was written as I am not sure if it is current.
The cost for a single turnkey unit is estimated at 9 million Euro - including transportation to Romania. Revenue of £3 million per annum ( estimated). Won't take long to recoup that initial investment.
I'm sure Peel with their clout and economies of scale will shave a million or two of the build costs - so not a massive investement required at all in the grand scheme of things.
read about it here
https://www.intelligenttransport.com/start_up_hub/70945/tresoil-biofuels-srl/
Let us see if the appointment of Tim Yeo leeds to government funding of the massive cost of the proposed development of a dozen sites by Peel.
I was once over 100% up with PHE but sold almost all for about 40% profit when it appeared likely that VAL would have first shout. The deal with Peel seems to make PHE a gold mine for the future and hope to be able to return with a larger holding - when things begin to move.