The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Yep, far too many idiots on this board, talking cr@p and over ramping, dont listen to them. This could be a great share, but its done nothing yet. Once orders start coming in and tested functioning units being built, its all a gamble. Ive been here 6 years now and will hold long term. DO NOT listen to chumps who predict high prices, you will get burnt.
Not at all, Im in quite heavily under 1p, have been for 3 years, could have cashed out for a huge profit in Dec 2020 but felt that there was so much need for this tech that it was going to sky rocket, but then it stalled - badly. Im in profit now and thats fine, I still believe, but Im also a realist - hence my concern over the reasons for this particular rise.
Was a very positive interview, and explained a lot of the problems over the past two years. However, its just an interview, and with no other firm news over the coming weeks this will fall back to where it was. Thats my main concern.
Yep, Im also still checking in every so often, still hold shares, I think this might come good after all one day. Here's hoping....
All the bashers and shorters suddenly out in force, makes my stomach turn. LTH's should simply remember that fundamentally nothing has changed, the drive for alternative energy is well underway and will not be reversed. Fossil fuel is finite and needs to be replaced. Sure, the price will slide further, and frankly ITM's BOD could do with shaking up. However we dont know what's round the corner, there could be a significant order / news incoming, and then watch the turn around happen with immediate effect. Ignore the doomsday cultists, if you believe in this tech, then hang tight.
Thanks to Ledzep and Nuthazard for your detailed response and thoughts on this concern of mine. Ledzep - I agree with your last comment, this is one of my concerns, i.e. PHE languishing whilst HUI stream ahead flogging the tech. Would there come a point when HUI could become a threat? As I said, Im no business expert, but with the lack of management at PHE, the lock in with Peel, and the lack of progress, its concerning.
However of course, HUI making great strides is a welcome development, especially given the current malaise on the UK project. This and only this so far is propping up the SP. Im holding long term, despite the concerns.
Apologies if this has already been discussed here, but does anyone have a view on the HUI long term relationship to PHE? Im really no expert on business arrangements, however from where Im standing it looks like HUI are doing all the better business deals, and are due to float early December? Does this in anyway pose a long term threat to PHE & shareholders?
Will hit the rise now, maybe a new lift in the afternoon but could be a false dawn. This is only an agreement, no real revenues for a while yet…..
Has anyone seen the Powerehouse Twitter feed? They are stating still busy preparing detailed design, evaluation of vendors and equipment, managing technical risk issues etc etc. Surely these first two issues should have been put to bed by now???!!! I now have zero confidence in Mr Yeo, my initial gut feel is correct, hes nothing but a silver tonged mouthpiece. How on earth are they going to meet the targets Mr Yeo has stated over recent months? Sounds like PH are still stuck at the first hurdle, this is bad news, no wonder Peel dont have confidence. Very concerned now. ....
Hi all - like some, Im getting really frustrated with recent 'rhetoric' from Mr Yeo with seemingly nothing to back it up in terms of real activity. Can anyone provide info on the latest timelines for construction of the FOAK unit at Protos? I was waiting for confirmation of full funding at end of March, its now 19 May and as far as I am aware there has been zero info on this. I think there was also mention of when construction would start, was this earmarked for Q2 or June sometime? Thanks.
Thanks Envision, very interesting.
I must be going a little mad, DR states that the project is Peels, and they are completing lots of due diligence and arranging procurement. However, wernt we told some months back that a placing that was undertook was to raise funds to allow PHE to finance the Protos site? Im confused about this, perhaps someone can clear this up for me?
Dr A - Fair comment, thanks for your reply.
Im as eager as anyone that PHE is successful, but we must recognise that there are a number of issues which will be painting a picture here - 1) Original Peel investment model has changed, 2) announcement that PHE would be fully funded by end March (perhaps to be announced soon?), 3) Long lead items not ordered yet (potentially awaiting full funding?), 4) works started on ground clearance and now completely halted for months, 5) CEO stepped down to 'concentrate on project delivery', 6) Mr Yeo now running the show, questionable reputation, good talker, 7) much talk of Polish sites, multiple UK sites but no concrete contractual movement, 8) recent 'sleaze' comments.
There's lots to be positive about regarding the tech, but there's also lots to be wary about. Lots of talk and what seems to be 'over promising', especially concerning this latest RNS. Lets hope for a fully funding, works starting on Protos RNS soon.
Im aware that you have posted many times with lots of interesting info, I would like to think you would continue to do so.
I think Ive made it cleare that the RNS, in my view, is ill thought out. It gives the impression that in reality nothing has moved forward, and IMO thats not a wise move. Im very positive on the prospects, still invested long term, but Im getting frustrated with the lack of progress, I hope Im proved wrong. If you are only wanting people to post positive (ramping?) comments then Im afraid you will be disappointed.
Its not 'knocking', its a fact that none of the information has any concrete basis to get excited about just yet. Therefore was it prudent to allow such an RNS to go out? There is noting in the RNS except 'probable' achievements, investors dont care about such statements. I would prefer to wait until funding secured for Protos and long lead items ordered, but nothing yet. If that RNS is around the corner then that great, but I feel even that wont lift the SP too far as it should already be priced in following previous statements. People are free to share their thoughts, it not necessarily knocking.
Its a nothing RNS, would have been more sensible to say noting until concrete plans / achievements in place. This seems like a 'possibility' RNS overall. If PHE announce some actual progress news very soon then fine, but otherwise I see the market reacting negatively TBH.
Didn't Yeo make it clear that the next target was to secure full funding for the first unit by end of March? If that is the case it would be a bit short sighted to start spending big money if full funding isn't yet secured. Im waiting until end of month for next big news.