The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Ditto so far. PHE/HUI gets me a grpoup with 605 `German investors, all communicating in German. I'm now having problems as I am trying to do it by linking my phone to my desktop (iMac) and the desktop wants me to open Telegram, but then says the link has expired. I'll get there in the end. I hope !
Sorry, all that does for me is get me into Telegram with access to people I already know. I've tried it with 0 and O. I don't know what the name of your telegram group is. PowerHouse Energy doesn't work, neither does Bob Smith. It invites me to join a group, but when I click on that it just opens Telegram all over again. Lots of progress linking my desktop to my phone etc., but no cigar yet.
I have telegram but can't find this group. Can anyone help?
Dr A, is there a good reason why PHE will survive the competition from the microwave catalyst method?:
https://www.hydrogenfuelnews.com/microwave-catalysis-hydrogen/8556196/?awt_a=1jpsU&awt_l=ITMSC&awt_m=hHwHxOI7Je5DlsU
Dr A,
I hope you are going to the AGM - I can't go as I am chauffeuring family.
Any solid evidence this show is a real big time thing and is getting on the road at genuine pace would be welcome!
Thank you Dr A. Very clear.
But if they have a different process for a different feedstock, where does PHE come in? That's the point of my question. Do they have to pay PHE royalties or not?
Given this massive overlap, do you think Electron is using not all but many or most of PHE's patents, and the likelihood of any fallout between them is low/negligible?
There must be something different about Electron's method, or Aleksandra would not be referring to it as an alternative.
I'm not clear whether Electron are using PHE technology with an added twist, or whether they have a separate alternative.
maybe Dr Anomaly can advise us.
I listened to the Sunday Roast. What I got from it was
a) problems with pesky tars, probably resolvable, but a difficult nuisance of detail.
b) Electron using a two stage process (high and low temperature). Linde are working with them in Holland.
My worry (and I don't know whether it is founded or not): what if Electron's process is better, and they get to the first FOAK, and everyone goes with that.
In that scenario, what happens to PHE?
As I understand it, HUI making a fortune means PHE making a fortune. Because sales by one means sales by the other.
Is this not so?
Dr A,
I'm a long term holder. A new insight for me is that the "PHE is turning plastics into hydrogen" idea has turned very much into "PHE is turning SOME plastics into hydrogen" - and the plastics of interest to PHE are the ones left over after the recycling crowd have done their bit. So a big chunk of the dream is being swallowed by others. How big is the remaining chunk, and of how great an urgency is it for governments to be anxious to use it to avoid landfill? And how significant is it as a source of hydrogen, or is it only one of many?
Get real. If you can't build your mousetrap, or if you can only build three a year, the fact that there are millions of mice, or that millions of people are worried about the mice, doesn't matter a damn. All we need to focus on at the moment is the next step: completion and viability of the FOAK.
Dr Anomaly, any thoughts on this one: https://on.ft.com/3KjIRMg (Don't anyone else open it please - it won't work soon)
The man-boys fighting over their territory diverts effort away from running the planet. I suppose everything of value will be delayed. The USA being flakey in the medium term (e.g. pro-Putin Trump, pivot to Asia) means resources in EU and UK being diverted to defence. Prices will go up.
It's really not good news. However I expect hydrogen will be needed in any event, and HMG may even hasten the search for hydrogen. We watch and wait.
FOAK = First Of A Kind
The amount of plastic in the oceans is far more than Powerhouse can deal with, and pointing to it constantly doesn't add to the business case.
The point is, how much of it is Powerhouse going to deal with. So far, we've heard of a few tons per day in a prototype, and that some big companies have faith in a bigger unit. That's all. That's what it's about.
Thanks Badders1
Re "Virtually all the sells this morning are buys", can someone explain what is going on? It doesn't seem sense that there are more buys than sells but the price goes down - this point has already been noted (plenty of times, I would think).
Is this something illegitimate that the authorities (or legislators) should be looking into?
I have no special knowledge but I think it means the point where Peel & PHE sign off on exactly what the costs will be for the FOAK