Member Info for Aputure

A possible site there? One of the 13? So keep a look out for Grimsby related waste2energy news?

Several of us did including myself; glad you took heed of our reaction :)

And yes, Haverton is Billingham.

No Deeside is EQT as is Billingham.

No, I haven’t sold any; if I see one of my smaller holdings has got too undervalued then I may trim some off eqt but that’s only because this is my largest holding; aside from that if I don’t need to sell it then I won’t as I still see this company as considerably undervalued as markets look at least a year ahead and the revenue I foresee in 12 months time will more than warrant the current market cap and that is not taking into account the other deals that are close to completion. For me this is only just beyond the start of the re-rate.

Norfolk - Correct, if Aries don’t come up with a credible convincing case.

Yup, according to the company RNS; it wasn’t 0.09 in April either (that is if you mean 2020) as I bought a small amount at just under 0.16 in March and it never went lower sadly as I would’ve added more.

Len - DP only took over in Sep 2019, so you haven’t had to wait too long; sorry to hear about your parents pension; I started investing in green funds 13 years ago so it’s been an arduous wait! I was lucky and only invested here in March and I was in disbelief at how undervalued this company was back then and still is given the recent funding and contract development.

It’s not a massive company, it’s a startup based in Bangkok. The MOU was for PV integrated with their future charging stations.

There are several partners involved so the call may have been to one or all; it wasn’t specific.

No worries; happy Christmas to you too; we’ll all find out soon enough if the imminent news means a deal or another extension; let’s hope it’s the former; it feels that way but it’s not up to EQTEC, they can only keep chasing; the good news is that it seems almost certain that it’s not if, but when.

Potential clients/projects: Multiple milestones from first introduction, not binary, yes or no.
Work out probability of closure.
Weighting for the probability of revenue - linked to financial close probability as each milestone is passed.
Qualified and screening. They don’t need to be actively looking for business as they have many projects coming their way.
Mentioned hydrogen and sludge waste/energy streams.
Sector is moving incredibly fast.
A lot of capital coming into the sector.
Need to be nimble and agile and sector as developing so fast. Might need to pivot to maximise value.
Biomass in Europe; a lot of momentum.
Sub 4% borrowing rate on agrigas project.
Constant discussions with second tier EPCs to work on future projects.
They intend to partner with research groups - gas to liquid - biofuels.
14 engineers currently in the company. Scale up with other engineering companies.

Aries:
Reached out to Aries with regards to commercial discussions.
Aries dragged their feet.
Tried to close an NDA.
EQTEC set them an Agenda. Asked them who they would bring to the table re commercial discussions.
Aries didn’t want to discuss business.

EQTEC’s lawyers had never seen a technical competitor so brazenly ask for competitors IP.

Aries now have to be more explicit in their response. Over the holiday period they need to provide a response.
Worst case scenario they will struggle to provide a robust rebuttal.
A fishing expedition.
No Aries gasification plant currently deployed.

EQTEC: As projects go through; the opportunities will increase. They can be picky on the most financially beneficial projects.
Need to educate the partners for Billingham.
They have a call this afternoon.
We should expect an announcement shortly.

Incorrect.

You had to be proactive and ask to join.

I just contacted DP direct.

Yes I’ll be attending.

Yes, I have been checking that regularly too; seems odd.

There’s Carbon Sole of course but they have also said that they have been in discussions with many different parties over the past year so could be someone that has yet to be mentioned.

From what I have read about INSP, they do not have a finished product let alone a product that is tried and tested ready to install in a commercial gasification plant; the output of the units they have thus far produced seem to be small and inconsequential at this stage at least. Further the technology they have developed, based on a Sterling engine seems to have been usurped by newer more efficient technology. Unless I am proved otherwise I am staying well clear.

Newboy- I foresee that once production has started in February or March the SP will be well beyond 30p indeed I would not be surprised to see 30p in January 2021; what is your reasoning for this prolonged stagnation of half a year?