Member Info for DerSack

Computer909, "As i said, get one of the larger projects to financial close and the complexion changes, at the moment it's a concern for me."

Many shareholders got into the company at high prices last year because they had exactly that: expectations of the big projects. At that time, however, there was the green wave and the money was thrown after everyone who only wanted to do something for the Greta youth.

The current reality is different: People have become more careful and gasification has a general reputation for not working very well. A lot of people have bitten their teeth off that and a lot of people have lost money.

EQT is one of the very few companies to have built such systems that actually work, and some of them have done so for a very long time. Nevertheless, they built it a while ago and first have to prove that they can do it again and with a certain regularity.

As soon as the first two or three "smaller" plants are online and producing, investors will be lining up.

But these 2-3 small plants have to be finished first. And that's when EQT happens what they don't want right now: They have to raise money to build their own plants instead of outsourcing their spvs and having it financed externally.

I've never made a secret that I don't like North Fork, for example. There is far too much money tied up that is missing elsewhere. And I think it was never the plan to have 50% there. But it was necessary because EQT could not afford to fail on their first US plant, despite adverse circumstances. There's a reason this isn't becoming the MDC for the US. But fortunately it should be finished soon and release some cash, so: "Get it done, get it gone."

Jeff once talked about the critical mass they need to get things rolling. And he once talked about the chicken/egg problem, which, in simplified terms, looked like this: the money for building only comes when you have proven by building that you can build something that works.

I see both in the completion of North Fork and 2-3 plants in southern Europe.

I think those are the key events. And I expect the three big British plants will be deferred until then. A financial close Kibo or similar is of no use to anyone. Then it's better to prove that you can do it by completing 2-3 small ones and then get real investors on board for the big ones.

Easter Monday is not a public holiday in the United States. Maybe at Yahoo in California they assume it's like that everywhere :-)

The last six trades over a million marked as "sell" weren't even real sells. The shares were transferred from one account to another, maybe to ISA. With a view to the fees and stamp tax, of course, at the sell price:

Today 08:53:
1,347,462 sold at 0.8 and bought back the same lot at a minimal premium at 0.802

Yesterday 12:24:23:
1,074,903 sold at £8,599
1,060,284 bought at £8,514 (+ stamp 1% Tax = £8,599)

Yesterday 11:32:29:
2,500,133 sold at £20,00k
2,471,101 bought at 19.80k pounds (+ stamp 1% Tax = 20.00k pounds)

I believe there has only been one "sell" of over 1 million this week and that was the 8.5m "unknown" trade just before closing time yesterday.

I'm sorry if that wasn't very clear, I actually wanted to include your statement in my post. Since I'm not a native speaker, I sometimes sort the sentences back and forth in my head before I write them, so things sometimes go wrong.

I probably should have written "as you said" instead of "and", i.e. "As you said it was the 19th last year, not the 14th.".At least that's what I wanted to say.

i know, it was not about your answer, it was about the people who said FR today.

Last year it was a week start (Monday), today is the last working day of the week. And it was the 19th last year, not the 14th. And Easter was on the first weekend in April last year, so it can't be related to that ... .

So the day today has absolutely nothing to do with the date of the results last year, except that it is also in April. And why publish that before a long Easter weekend and then let the street interpret it and forego the press the day after.

So wishful thinking :-)

Why are some people saying that the results for 2021 are coming today? I actually think I'm well informed, but I don't have any information about today's date, and the "week ahead" mails from LSE didn't include anything like that either.

Is that interpolated, or does anyone here have information that goes beyond the usual sources?

It was fun those days and is a nice memory today. I have seen 0.3p, I have seen 3p, I see 0.825p. It's character building :-)

By the way: This was not the final version of this list. Some people are missing, e.g. one of our top bashers who was megabullish those days and made a prediction in the 20ies.

Hehe, mine was not a prediction, but explicitely called a "hope" since this would have been the point of instant retirement those days. Due to the fact that I topped up some shares since then and because I need less money (15 months have already passed), my new instant retirement sp is 15.432098765432098p :-)

Just forget about him. The chart guy had "threatened" to analyse EQT more closely and write something about it on Twitter. He was calm now for quite a while, but every now and then, when his Charts by chance hit the daily sp, he comes back in and tells some nonsense

To be honest: What does he want and what influence does he have? If he could influence anyone, PHE should be around 10p+ by now, since he's been hyping this to his disciples every day for over a year now. It didn't do anything. And he won't change anything about the Eqtec price, either.

He defines himself by his “multi-thousands” of followers while he has four thousand on Twitter. When asked about this in the past, he mentioned that he has something around 12k together with some other guy and also in other media. But he forgets that the sets are not disjoint sets since many of his buddy's followers are probably the same as his own. And that those from his other channels are sure to follow him on Twitter too. In the end there will be four thousand followers, most of them not even knowing why they follow. Let's be honest: My neighbour’s dog would have more subscribers if it were filmed while doing its business.

Then there's his 15k posts on Twitter statement. This is not a quality feature. Since his Twitter channel is not even two years old, this sounds like an inflationary output of nearly fifty tweets per bank working day and gives a deep insight about the quality. And if you look at it, it's always just a few lines drawn in the current charts and then words like "Something could happen here?", always ended with a question mark to say as little as possible. And some things even seem to disappear. He’s talking about these 15k for several months now and keeps posting in high frequency without increasing that number.

And now, to keep it as vague as possible, everything else with a question mark at the end of the sentence because that's just guesswork:

What we see here may be man who is in the process of redefining himself via social media and actually considers himself an influencer? Who has noticed that if he is assertive enough, he can impress simple minds? And if his system shakes because someone is superior in argumentation, he goes on for a while, then withdraws, and when things have calmed down, tries to restart the game again according to his own rules? And off course someone who always puts himself in the victim role of the person who just wanted to help and is bullied and trolled by all others, then elevates himself and then accuses people of exactly what they accused him of?

However, his charts probably will not make any investor richer. Not even him. In the end, he might earn something by recruiting some simple souls as students by offering to PM him via Twitter and sucking them into his network from there.

In essence, he should be fair enough to identify his commercial intentions as a financial advisor as such. The FCA would certainly be delighted to take

And no matter what he says, we'll open blue instantly in less than five minutes. :-)

Stiarno, a user at a channel next door found an "Interesting statement in there taken a little out of context, but makes the 3 projects sound like they're already a fait accompli":

"The completion of these projects is made possible thanks to the collaboration of two established owner-operators, each with significant experience and resources in waste and energy management infrastructure in France," the group said in a statement.

Found by our top researcher RollonRetirement :-)

Original article (french):
https://www.environnement-magazine.fr/recyclage/article/2022/03/22/138759/eqtec-met-pied-france-pour-transformer-les-dechets-energie

Google translation:
https://www-environnement--magazine-fr.translate.goog/recyclage/article/2022/03/22/138759/eqtec-met-pied-france-pour-transformer-les-dechets-energie?_x_tr_sl=fr&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc

Thanks :-)

But to be serious: RollonRetirement should be mentioned first of all. He is the most reliable source when it comes to finding a needle in a haystack. A real research genius. And always factual, delivering just facts based on documents and receipts without rambling interpretation.

A german user from the TG channel asked me what may have been the reason(s) for the current rise. Since I think it also fits to the LSE board, I decided to translate it and post it here:

I think a couple of things are coming together: The thing with the French subsidiary had to sink in first. After all, these are all plants with 5-10 MW, so each of them has an average of 2-3 north forks, and most of them retrofit, so without incurring infrastructure costs. The infrastructure is there, and every municipality will permit a plant that gasifies the waste instead of burning it with high emissions.

Then we have a "new" feedstock, "Contaminated plastic". I read it like these IBC containers that every second person has as a water tank in their garden. If they were filled with chemicals, dangerous material diffuses into the plastic, which then makes it hazardous waste. The almost emission-free gasification is certainly good business.

And we have a new man in England today. Not mentioned by RNS, nothing. Just mentioned via LinkedIn. If you have a look at the vita, he seems to be the perfect person to consider whether a new location fits or not. And according to the job description, he may be the one for Billingham and related. This is awesome. He is the one for the big projects in the UK, which means the BoD can now take care of something even more important than Billingham: The pipeline of pipelines.

And then there are the Americans with their interest rate number from yesterday. That created the necessary optimism.

This seems to be perfect storm.

... at least in my personal opinion. . May have also been due to something else.

TP3, The question remains who has the unfulfilled life:

The one who has invested in a stock and researches and takes care of it accordingly, or the one who hangs out on a stock's social media channels for no apparent reason, occasionally throwing in pointless comments and jerking off when someone jumps on it.

Get a life, find some friends, talk to people who are interested in what they say.
Or just stay here, since your appearance is usually a sign that things are progressing.

https://my.hidrive.com/share/4-d-n-4npd#$/
Link subject to the following disclaimer:
https://my.hidrive.com/lnk/2LBplg6h

Bang! Fantastic news :-)

So what do we have...:

France:
- At least one shovel-ready project for contaminated plastics
- Sveral other plants in France, probably 5-10mW each
- Projects with existing owner-operators and existing infrastructure / retrofitting
- Large network of owners/operators/sponsors already established
- SEPS

What else:

- Steam-oxygen gasification tests beginning after summer
- Planned subs in Spain and Germany

And Eqtec are now talking more about biofuels and H2 and they are talking about "solutions" by mentioning certain conversions from "this" to "that" instead of saying "we are converting more than 60 feedstocks into Snygas" (which they previously did). So in a way, they become more solution-oriented.

Oh my god what a mess everyone is still arguing with the new guitar in town. If you look at the recent postings, you can see that there is an agenda:

14 Feb 2022 10:10 (SP 0.800)
It went from 0.1 something to 3p. You need to have faith in this company.

14 Feb 2022 13:21 (sp 0.825)
This is where the boys are separated from the men. Topped up. Big money here

15 Feb 2022 07:43 (sp 0.825)
If I sell now I would lose well over half what I put in, so Eqtec is going into the drawer for me, have another look in a few years time. It can only get better in time.

22 Feb 2022 11:15 (sp 0.900)
It could turn out to be really well for Eqtec in the future no doubt. But also, on the other hand, she might fold as well. I give it a 50/50 right now (imho)

Stick to what Tom Sawyer said and don't argue.