Member Info for balman

Thanks telephoneman, for taking the time to write up this consise summary for new investors. It also serves to remind us LTHs why we’re invested here and how compelling the business strategy is. Will save this post as a reminder every now and then when the trolls spout their BS. Don’t forget that KA now has “skin in the game”.... Interesting times ahead IMHO, DYOR, HWD, IITWI....😉

https://www.london.gov.uk/sites/default/files/waste-energy_from_waste_feb15.pdf Key findings � Despite efforts to cut waste and increase recycling, more than half of London�s waste ends up being incinerated. The amount of waste sent for incineration (known as �Energy from Waste�) has more than doubled in the last decade, reaching nearly two million tonnes in 2017. � Burning waste takes materials out of the circular economy, releases carbon into the atmosphere and may have negative health effects. � But it also generates electricity, can provide heat for local homes and businesses, and reduces the amount of waste sent to landfill. � Energy from waste technology (EfW) is here to stay, at least in the medium term. � But while London has the EfW capacity to meet demand, it currently exports approximately over half a million tonnes of waste for incineration a year. � London needs to become self-sufficient in managing the waste it generates, reducing waste sent to EfW as population grows. � The Mayor intends to regulate London�s energy from waste sector by limiting its carbon emissions and maximising the energy benefits it can generate. � London must begin to limit not only the amount but also the type of waste it sends to EfW. As London strives to be greener, there are further steps the Mayor should take to manage the environmental impact of EfW in the short term.

Agree with Piltick there - well said!

http://www.independent.co.uk/news/business/news/germany-diesel-emissions-ban-cities-court-ruling-air-pollution-volkswagen-bmw-daimler-a8217341.html https://phys.org/news/2018-02-german-court-diesel-cars.html If this resolution is passed then potentially other cities will follow suit earlier than planned. Car manufacturers will need to adapt pretty quick in order to maintain their market share.

Thanks Newboy and Mucksy for the links - this MOU with a major bus builder is a step in the right direction. Wrightbus already have connections with TFL in London and other cities across the world, so has the potential to be a great JV eventually. Hope to see more MOUs / agreements in the near future with other large organisations who can provide PHE with the public visibility and additional PR.

lol Piltick: "400,000 tpa of a variety of wastes with energy recovery using gasification technology." Even if 1/2 of that was destined for PHE we'd get 200k tpa, divide by 360 (5 days downtime a year) = 555 tpd, divide by 25 tpd per unit = 22 G3-UHT units. A rather large number of units at one site! If only that was possible.....

I found this planning application for Hooton Park, referencing gasification, it was made WAY in advance - approved in Sep, 2014! Not sure if this is relevant to PHE, still think it will be at Protos personally based on the 2017 RNS. https://planning.wirral.gov.uk/online-applications/applicationDetails.do?activeTab=summary&keyVal=_WIRRA_DCAPR_93113 Construction of an energy from waste facility employing gasification technology and ancillary development

not sure why Protos wasn't specifically mentioned in the RNS on Dec, 2017: http://www.lse.co.uk/share-regulatory-news.asp?shareprice=PHE&ArticleCode=htxhdz0b&ArticleHeadline=Heads_of_Terms_agreed_for_commercial_DMG_site "PowerHouse Energy Group plc (AIM: PHE), the pioneer in distributed waste-to-hydrogen production, announces that it has reached a Heads of Terms with Peel Environmental Ltd (�Peel�), a company at the forefront of developing infrastructure for the waste and environmental technology sectors in the UK, for a 25 year lease to site its initial commercial DMG� System. The new one acre site (�the Site�) is conveniently located near the University of Chester, Thornton Science Park, where the PowerHouse G3-UHt Research Demonstrator is operating." it's not like it was a big secret! Heres the google maps location of both Protos and Thornton Science Park: https://goo.gl/TgfPzE

PROTOS was mentioned in the RNS back in Feb, 2017: http://www.lse.co.uk/share-regulatory-news.asp?shareprice=PHE&ArticleCode=72hla9yc&ArticleHeadline=MOU_with_Peel_Environmental The MOU, covering a collaboration period until 1 May 2018, sets out the basis on which PowerHouse and Peel Environmental will work together. The joint project envisages the construction of PowerHouse�s first commercial enterprise, utilising the Company�s G3-UHt system, at the Protos site together with a proposed plan for the delivery of five energy from waste plants.

Forget Chinese FC's, they're so last year! Wait till Elon lands on Mars and sees what those bad boy aliens have been upto :) Piltick - I also agree, I think the intention is to share profit after costs have been recouped, that would be the sensible way to fund the initial installations.

thanks for the Edison link, what did I say the other day!: "PowerHouse intends to adopt a build-own-operate (BOO) model, most probably partnering with third parties that will provide capital to fund the system construction in return for a share of revenue. PowerHouse has recently agreed heads of terms to locate the first commercial DMG system at a Peel Environmental site at Ellesmere Port."

I'd imagine they would go after the easy/quickest option first without having to rely on a 3rd party (AFC) - so perhaps, main priority will be to get either the steam cycle / gas engines �5m capex electricity only option running at the first commercial site.

Found this on the UK Trade Info site, PHE has imported gas generators and electric heating resistors! Who says they're sitting on their butts doing nothing all day. https://goo.gl/iEwzf3

Here you go, this was mentioned by Myles in the latest interviews: http://www.lse.co.uk/share-regulatory-news.asp?shareprice=CAML&ArticleCode=1e76v8gz&ArticleHeadline=Proposed_acquisition_of_Lynx_Resources_Limited CAML bought this 23mt Zinc resource for $400m - this was a producing mine by the way. So IF FCR can get to production status you can expect the valuation to re-rate considerably based on the JORCed tonnage. Obv how they get there in terms of funding, JV, etc will be the key points to look out for.

http://markets.businessinsider.com/commodities/zinc-price current price: 3,609.50 USD 84.00 (2.38%) 09:44:00 AM EDT 1/29/2018

http://www.proactiveinvestors.co.uk/companies/stocktube/8676/a-strong-global-economy-and-dwindling-supply-pushing-zinc-price-higher-8676.html

Yes, I fully agree. I've been a buyer for a while and was able to take yesterday's opportunity to top up at 1.58 and 1.49. This is one stock I intend to hold for a long time!