Member Info for banaman

A standard solar panel is £100. I wouldn’t expect Verditek to be able to charge much more than that per panel. So 600 panels is about £60k plus. Nothing amazing. Won’t even pay for the directors salary

Seems a very good outlook but why is this so discounted to NAV ?

Worth adding more at this price for the continued dividend currently at 10.5% ??

I have quite a few here at a much higher price but very tempted for more.

This has been completely unaffected by the Russian invasion of Ukraine. Bargain price which is about 85% of its game.

So far so good with that prediction. Fooking fool.

Less prediction more guess

But the PoG may rise outstripping the rise in AISC. If it cost more to get it out the ground then we should be paying more for it. Never expected to see a drop in AISC going forward but POLY seem to be doing well in this environment at increasing production. Maybe things will get much better for them over the next few years and they will start to lead the way. Will be trying to join the webinar today.

Or not and just get bummed over and over. My god this UK market is offering some huge value compared to the over priced and under yielding US

This is the undervalued UK market not the US with their PE of 30 plus and pathetic 2% yields.

Changes to fuel cells could certainly be made in construction. That would be a very good starting point.

Can’t believe this is so quiet in here. It may be a TSX stock but as you state it’s flying and will continue to do so. Possibly not straight up until the offer is legitimised and the third part disclosed. Would be great to see the LSE chat board liven up for PQE

Better of using PHE DMG unit or Eqtec Advanced Gasification to generate power and hydrogen. Incineration of waste will never be green. Gasification is much cleaner and would be more efficient to the point of being a self sufficient process generating power and excess syngas or H2 dependent on the configuration

Still the lowest valued but one of the best performers. I see RIOT is now $1.75bn

What’s their MCap now ?

Deeside is further advanced than Billingham and that will not be completed this year either. However, there is likely to be revenue from both this year.

Quick to announce approval for testing.........

What testing ?

EQT have contracted Wood to carry out a review of the technology and complete a market assessment. The technology does not need testing, it has over 125k hours of operation. The most advanced gasification equipment there is. I would say that sufficient data has been produced to qualify as ‘tested’

Next attempt. You are making yourself look a complete clown expatbrat.

Yep. It doesn’t need much to pop this up

Munch box is back. What a nugget. Missed out last week and missed out today.

The collaboration with an EPC such as Wood eliminates any doubt about execution capability and would as you say provide a much quicker execution for projects. That is exactly right Reg and the point of the collaboration.

Couldn’t agree more. Serious legacy issues with nuclear.

Also worth noting that electrolysis of sea water can only be done directly with an alkaline electrolyser . This favours AFC as they are likely to be in then market to supply the membrane for this process with Alkamem. When this product is tested and commercialised it will be a USP for AFC in respect of high density fuel cell application and also a large membrane market which would benefit from its use

Been invested here since May. Its surprising to see the lack of news since early August. I understand the frustration of shareholders.