Member Info for CarefulBunny

See the link by Dr A, Sensetalka and Swazers of last Friday:
https://1drv.ms/b/s!AqsKw8WCtFUZhMINKzA48bbeHefMmQ?e=jeKwah

.... and just got an email from Jon Bellis ..

Hi Stophe: Just read Dodger's post, and am in same position as Sharesport - but still have sympathy with HUI - if they have people trying to pile in with £millions, I forgive them not spending too much time on small investors. The planet is too important, and CEO's have to do first things first and second things not at all. But I am still hoping I am on a list of ones he will get round to.

HUI is a canoe not a liner, and with necessarily limited resources is doing fantastic job. I don't mind if the IPO information is a few days later than expected, even a few weeks. I am expecting, when it comes, a fairly clear statement of what the proposed deal is, and enough time to consider it properly before deciding whether to jump in or not. Having sent in the email to JBelliss@novumsecurities.com, and having received a phone call in reply, I don't see any need for further announcements before I get an email from him containing the full Monte.

Something seems to me to be too good to be true here: a small company with four employees to be worth £1 billion.
- the temptation to do something with some of that money
- the possibility someone buys up the company before it reaches £1 billion
- the sheer ferocity of other people wanting that gravy
Dr Anomaly, any comments? I'm still not selling, but I will be happier when some things get firmed up:
- completion of patent applications
- financial close with Peel; HUI raising money and ordering long lead time parts.
- More news of any remaining engineering issues resolved.
- And, of course, completion of the FOAK.

I trade through Interactive Investor. I asked them if they would be able to sell any HUI shares I get through a subscription, bearing in mind (I think) that the shares will only be available on the Aquis Growth market, and they said they thought so, but what was the identity, i.e. the ISIN/SEDOL, of HUI going to be. Does anyone know?

Hi Sam. Briliant idea. We should all do our own. Here's my take on it. (Please check all the facts before using it yourself. I think it's OK, but would want to be sure before sending it to my MP. DYOR, as they say. Comments and corrections welcome. It needs a link to the HUI site, and to the COP26 round table.

Hello,

Instead of clogging our land, rivers and oceans with plastic, we can get hydrogen heat and electricity electricity from it.

This can be done by heating plastic waste to a very high temperature, and reducing it to atoms and simple molecules.
Then turn it into gas for heating or electricity production.
Or the gas can be refined to provide good quality hydrogen for fuel for buses, lorries, trains,and the like.
The harmless inert residue can be used as a groundworks material.

A small British Company, PowerHouse Energy, has been proving this technology in a one-ton-hydrogen-per-day prototype for years.

It works.

Now they are beginning to allow others to build and sell it, worldwide. It’s only an engineering task now: the technology is proven.

Peel have an exclusive on UK rights, and are building a plastic park in Ellesmere port, and plan to have the first one working in 2023.
They have seventy sites in mind.

Linde is a huge German company specialising in gas. (They own what was British Oxygen.) After signing off on a review of the
engineering, at COP26 they signed an exclusive deal for a customer of PHE called Hydrogen Utopia International, covering the whole of the EU.

HUI are building ten units in Poland already, and plan for the first to go live in 2022.

Powerhouse and HUI are working together on the remaining de-risking of the commercial product.

Here is the two-minute HUI video explaining it:

https://youtu.be/bOnpcBRzBLY

This is an opportunity for Britain to make a difference.

It fits with the government’s hydrogen strategy.

More people should know about it.

Please find out more about it, and help:
- help clean up our rivers and oceans
- help with the struggle against global warming
- help with cheaper and cleaner energy
- help local authorities obtain hydrogen for their bus fleets and community heating systems

I see "The Hydrogen Revolution: A Blueprint for the Future of Clean Energy" by Marco Alverà, Hodder & Stoughton £20
is recommended by Pilita Clark in the FT
'...this lively book is an engaging guide to a fuel that could go mainstream waste than expected.'
Sounds interesting !

I don't understand the reasoning as you follow your columns to the right, or, for that matter, as you go down.
First, the company is valued at way more than current earnings per share would justify? (Because future prospects etc are partly priced in.
Second, one normal trading is happening (ie selling many widgets per year, annual profits happening, isn't a rough value in the region of 10x annual profits? That would give a market cap of 10 X 5000 x 375000 = 18,750 billion? I guess not far off your £22.5 billion. In my gut I don't believe it. Too good to be true.

I don't understand the reasoning as you follow your columns to the right, or, for that matter, as you go down.
First, the company is valued at way more than current earnings per share would justify? (Because future prospects etc are partly priced in.
Second, one normal trading is happening (ie selling many widgets per year, annual profits happening, isn't a rough value in the region of 10x annual profits? That would give a market cap of

where/when is Alexsandra presenting?

Alexsandra is needed where she is !

Agreed. How much profile will PHE get?:
- will reporting on this round table be lost in the noise of all the other stuff going on?
- will PHE get lost in the general "hydrogen is very important" and "they're doing something about plastic" noise?
- will it all be about HUI and Linde, and maybe Peel?
- will there be a lot of "Not proven at scale yet?" emphasis?
Frustrating when the story could be: this is a terrific way of addressing plastic pollution and hydrogen fuel, two birds with one stone. Many on this board will be watching with interest.

Apologies, It’s Thursday today not Friday, I should have said reaction won’t be clear until tomorrow..

Today could be interesting. As the discussion is 4:pm to 5:15, I suppose reaction on the stock price won't be clear until Monday, or people take a while to act, early next week anyway. Then the sell-offs.

I make no prediction for the end of the month; in my experience everything happens more slowly than I would like. Often good news, even the sort of good news that causes a share price rise, is then followed by sell-offs and the price goes back to where it was. Sometimes even lower. Anything could happen. Good news might come out of the round table, or an impressive new CEO might be announced. Or some other event might take private investors' attention away. My expectation is that this share will move up significantly once the first commercial site is producing syngas (some time in 2022?) again once hydrogen is produced, and gradually more and more as agreements are signed and systems come into being after that. PHE may be a big solution to two big problems. Commercialisation for the scaled-up system for the market is, as Bill Gates said, very complex. But a large fact of my portfolio, such as it is, is in PHE !

I'm only able to watch/listen over the link. Questions to put are, how close to initiation are PHE initiatives in other countries? How can governments help speed the process - e.g. by loans or funding for long lead time parts? What companies (broadly, if not by identifying detail) have already seen the prototype in action? No doubt you have more ...

Agreed.

Interesting article by Bill Gates in today’s FT, where he says moving from prototype to robust complex commercial system is, typically, extremely complex, difficult, and hard to fund for start-ups, with relationship, legal, technical, and other dimensions all to be sorted out.. Rang a bell with me, and the comments I heard at the AGM about getting it right and de-risking it even if it took longer, make even more sense than when I first heard them.

A) might be worth checking whether it’s the same Aleksandra.
B) many people who endured lockdown are alive today who otherwise would have died. i for one don’t feel in the least undignified about it.