The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Not sure if this makes it worse or better to be honest with you. If the company don't feel they need to respond it could be because they believe it to be fruitless. Or because they want to limit damage.
To be fair to potentforce I have 13 posts here and none elsewhere. Not dismissing anyone, just an observation.
Yes the 5tph changed to 3tph and it was made clear and in my own assumptions I had already been basing it off of 3tph capacity upgraded to 5tph by 2022.
I am just thinking about this and how it could affect future licensing opportunities. If it will put anyone off etc.
And if it does have longer lasting implications, how will it affect the future of the company.
I think the longer lasting implications far outweigh here this one instance.
Latest video on twitter looks positive.. Yeah..
But read the caption.
Why does it say the plant is on track be completed Q2. We were told 2 days ago it was end of this month. It may be nothing but it's not like AEG has never missed a deadline before.
I am also holding. I'll hold to 0 if I have to.
I very much agree with you on rowan. And I think.. Yes... The company would be better off if he wasn't here...
I don't think I'd go and buy more at the moment though. I see more risk than reward at the moment. But i will not be selling my position.
Good luck
I'm holding. I've read everything and it's concerning. But I'll ride this down to the bottom if I have to. Very much here for the long long term and hopefully it rebounds... Thanks for the good luck message. I may need it.
https://twitter.com/AEG_plc/status/1380037459036213256?s=19
Coalswitch plant to be completed Q2???!!!?????
2 days ago it was to be completed this month!
I agree with everything you say here Rendj.
Although I have seen somewhere before that initial capacity will be 3tph. Not sure where but it isn't the first mention!
Else, yes this update looks very promising. Especially impressed with how much interest there appears to be for licensing and how they want to move fast. SP could be a roller-coaster rest of the year! Good luck to all.
I was looking into Duke energy too! They used to operate a powerplant in lumberton i believe but its no longer operational. But they still operate these:
Allen steam Station:
150 miles - 1140 MW
Belews creek steam station:
140 miles - 2240 MW
Marshall steam station:
164 miles - 1996 MW
Mayo plant:
160 miles - 727 MW
Roxboro steam plant:
165 miles - 2422 MW
In very close range. Would be very interesting that for the SP.
But yes I'm here for the long long term and just a little worried they'll end up competing against themselves that's all! But mdkum term would be great for licensing yes!
Thanks for the reply! The way I was seeing it is that yes when the 50tph is completed they could make money back in a year. And from there on its my hope capacity and demand grow exponentially. Obviously I know with AEG hoping for the 50tph plant to actually be completed in 2023 is a pipe dream. But the hope is should it be completed, then share price will go vertical and they can look to fund another plant and hopefully capacity can increase exponentially and funding for this can come from profits itself.
Licensing will be big for short term and, say it happens after the 50tph is completed, the share price will go doubly vertical. But do you see it impacting AEG in the long term whatsoever as they could end up almost competing against themselves? Or is this not a concern for you?
Kind of a follow up on Seattle's reply in the "New Tweet" thread.
So as is my understanding, after the 50tph plant AEG may license coalswitch. I know this could turn out to be very lucrative short term. However long term won't it just reduce potential revenue? I'm very much here for the long, long run. And I feel that it would be better for AEG to keep expanding capacity, next with a 100tph plant which PDI have designed one before. And then expanding every year. Anyone's thoughts one pros and cons for either approach would be very appreciated.
I honestly don't think we will see 0.75p.. I know the same was said about under 1p.. But i have my doubts that people will seel for under 1p, especially because of 1p share offerings.
0.75p in my opinion will only happen if there is bad news.
But as you said. No matter what good luck to all.