RE: ChattyGPT analysis30 Jul 2025 08:24
π’ Production Potential (from MOU):
β’ 80,000 tonnes biodiesel/year
β’ Assume β¬1,000/tonne selling price = β¬80 million revenue/year
π‘ Margins (est.):
β’ 10β15% net margin =
β β¬8β12 million annual profit
π΅ Ownership:
β’ 80M owns 49% of Hydrogen Valley β
β β¬3.9β5.9 million share of profit
π» Market Cap = Β£10 million (~β¬11.7m)
β’ So current valuation = ~2x annual profit (if executed)
βΈ»
π§ Summary:
β’ Highly profitable
β’ Plant is real + permitted
β’ Undervalued if deal becomes binding + production starts