The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
What we know is from what the company tells us which is pretty poor communication.
I see this is your first post here? How much do you know, not a dig just wondering?
Pacificorp 900 tonne test batch due end of June and the 5tph, initially 3tph, plant is due to start production sometime soon. Whether they'll hit the deadline.. no one can know for sure.
These next 3 months are the reason I've been loading up and up and up my ISA with AEG...
There is a lot of risk but still the risk reward is too high not to invest. Seeing 2p would be incredible to be honest. And if all goes well its possible. Just hoping for news on the plant sometime soon
https://twitter.com/RenewableActive/status/1380576752662147076?s=19
Here is said tweet.
Furthermore the fact that the "official" account and this account follow eachother.
Either Rowan has had his email hacked or this is an official account...
If the account has nothing to do with AEG. Please explain how one of their posts that says "new SP angel research note". The screenshot has watermarked into it Rowans email address on the research note itself.. As happens when you use SP Angel.
Definitely agree with the communication. If they communicated where there is interest the SP would be higher.. Guess it just means I can load up on more shares while it's low. But I assume they'll be announced when they start producing the batch for them
A. It says in the bio it's the shareholders update account.
B. Okay if you don't believe that then the 'official' AEG account follows this account
C. Active energy renewable power is listed as a subsidiary of AEG.
Corect me if I'm wrong but I am pretty sure they use both accounts?
The pacificorp order should be fulfilled on time operating at 3tph it is very easy to fulfil this on time. I am worried about that at the moment unless we hit delays.
Also perhaps they are in other discussions but they're dependent on the pacificorp burn going well? We can't know obviously and of course we all wish that we had more communication about any orders that are coming... But still I prefer to look at the good such as the fact that it appears the plant is still on schedule.
https://twitter.com/RenewableActive/status/1385506078088179713?s=19
Looking good ??
We are all well aware that AEG and deadlines don't mix too well....
But we will probably see them levels when RNS comes through saying production has started for the Utah batch.
Maybe higher if the burn is successful and all...
If we can hit these deadlines. Promising times ahead.
Article on the robesonian: 'Rowan said. “We are on track to produce 900 tons of CoalSwitch for a demonstration with a coal fired power plant in Utah later this spring.”' https://www.robesonian.com/news/144567/aeg-almost-ready-to-put-lumberton-biomass-facility-into-operation
This was from April 9th and again... Could have changed by then. I guess no way to know until the day comes..
"Mr. Rowan’s behaviour and statements since July 2018 when he became CEO of AEG. His constant
attempts, including live last night on the LSE webcast, to pretend that he arrived on the board only in 2018, he was
a member of the board of AEG for significantly longer than that"
I'd assume this is the only reason for the webinar being pulled. But obviously we can't be sure. As for the deadline I recall something being said about the plant being done this month was said after the webinar? And that Q2 was for the delivery. Can't remember!