focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
11/10/2018 14:34 33,616 1.77
11/10/2018 12:55 20,000 1.795
11/10/2018 12:54 55,044 1.795
11/10/2018 12:34 1,113,816 1.795
11/10/2018 12:19 83,565 1.795
11/10/2018 12:17 1,618 1.795
11/10/2018 10:08 581,995 1.662
11/10/2018 09:55 50,000 1.7
11/10/2018 09:49 16,694 1.63
11/10/2018 09:23 50,000 1.765
11/10/2018 08:00 10,714 1.89
Nice 1.1m buy at lunch
Yes, the Rns did talk about one or two plants as did SFG in her tweet. I would imagine that will be put straight to use with waste from the existing neighbouring sawmills. While a 2nd new bigger plant is constructed. I assume we will be using our own coalswitch to generate steam for the coalswitch process. Keep costs and pollution down.
If AEG purely concentrated on supplying Poland's 51 power stations with Coalswitch then.....
Total power output of 51 power stations= 31,181 Mwatts
Coal needed to produce 600Mwatts per hour = 440 tonnes
Total coal needed per day = 10,560 tonnes
Total coal needed to produce 31,181Mwatts = 549,120 tonnes per day
Switch to 10% coalswitch = 54,912 tonnes per day
RGS stated in an interview that the price per tonne of coalswitch or superfuel is a win win for all parties.
And on top of this you have the domestic market as well. Power stations vary on output from 5,000Mw to 8Mw and a few have already switched to a combination of coal+biomass.
Wikipedia was my main source of info.
Dmu
I would recommend watching the spinks cobant interview straight after watching spinks latest. 300million tonnes of coal fines in Poland alone and mostly situated close to the 40 power stations. The price points are extremely interesting. Across Europe 1billion tonnes of coal fines. That is one huge tonnage of superfuel. Dmu
Or a bit of the naked short selling.
Perfect, I expect they need to drop peatswitch out of the application as they need to work under the ISO framework which is forestry based.
Maybe not if it is related. AEG will have to agree to work under the ISO framework. May take a few days to thoroughly go through the sections and agree, unless Richard has previously seen and agreed then maybe. Who knows??? Dmu
Approx 40 power stations using superfuel!! That's a few pellets.
https://uk.mobile.reuters.com/article/amp/idUKKCN1ME1VH?__twitter_impression=true
The announcement was released at 1:35pm local time. Then we get an RNS concerning loan note holder. Interesting timing. GLA
Is this what has been holding things up? https://www.releases.gov.nl.ca/releases/2018/ffa/1005n04.aspx
I would imagine that NL would have done their DD on AEG and asked for funding and financing details of how AEG envisage delivering the CTL prior to any signature. My view is without that in the back pocket of RGS then it will have been a wasted trip. Also on the table for discussion will be tax breaks, import and export duties etc etc.
http://www.releases.gov.nl.ca/ThisWeek
News may come via here out of hours.
http://www.lasy.gov.pl/en/our-forests/polish-forests
Poland takes the leading position in Europe as far as the forest area is concerned. The forests overgrow 9.1 million hectares which is 29.4% of the territory of Poland. The vast majority of this area are forests owned by the state, out of which almost 7.6 million hectares are under the State Forests Holding management.
Nice bit of feedstock for blending SuperFuel!!!
From wiki
Coal mining in Poland produced 144 million metric tons of coal in 2012, providing 55 percent of that country’s primary energy consumption, and 75 percent of electrical generation. Poland is the second-largest coal-mining country in Europe, after Germany, and the ninth-largest coal producer in the world. The country consumes nearly all the coal it mines, and is no longer a major coal exporter.
Poland have apprx 40 power stations
https://en.wikipedia.org/wiki/List_of_power_stations_in_Poland
Makes our joint venture with Cobant very juicy!!
https://www.faa.gov.nl.ca/forestry/managing/pdf/Timber_Res_Anal.pdf
Appendix 3&4 show softwood and hardwood figures against each district. Would be good to expand into some of the bigger districts once AEG proves themselves.
Zone 6 is stated as "plan under development". Interestingly it sits adjacent to Zone 8. The company that currently operate there are Crorner Brook Paper and Pulp Ltd. Maybe AEG can take their waste for Coalswitch.
https://www.faa.gov.nl.ca/forestry/managing/district.html#5yop
We are Zone 8 (districts 17&18)
if a 405094 trade pops up as a delayed trade then it is definitely a buy at 2.474p
Nagy, I still have it book marked. Well worth a read "Talk your book"