Member Info for Divvyup

Swazers; Thanks for the reply to my previous post but still unclear on your views and timescales regarding RNS 14th Mar 2025, Quote "Research and Development (£150k) - Continue work on development of alternative outputs from DMG i.e. Liquids, sustainable aviation fuel (SAF), etc as well as adding additional equipment to the feedstock testing unit (FTU) process to prove at scale;"

I hold strong on my opinion that when proven beyond doubt this will reduce risk for investors to build. I estimated Q4 for delivery of proof but hope its quicker. My concern is Engsolve is busy with 4+ projects, limited by a small number of Engineers. If the workload increases that's less development time for DMG unless team numbers increase. As the Engsolve order book increases it may in the future or have already a higher market value than its Parent company? which is something else to watch. :-)

Interesting week with waste to energy. Plasma tech has been around for decades, often dismissed as very power hungry (ELECTRICITY) and inefficient. Appears that Mena has an abundant electricity supply so fits their criteria of greening up those Dirty Carbon Countries and cleaning up desert dumps to boot. The initial sentiment may have been one of pessimism, but on reflection I see more publicity for the sector but with the caveat DMG of new kit being installed needing to provide 100% proof at scale guarantees . As pointed out by H.W. low investor risk is key to funding including insurance against failure, which is why HUI and all other pipelines are all waiting for the same DMG scaled results. We have been told in the past by engineers that scale is not an issue let hope that by this year’s 4th Quarter prospective funder's agree.

What nose...

Chin up Pat, it’s a difficult time for many investors including myself. Engsolve have the contract with NH2 + others and should show good growth and reserves. PHE fund the hardware development expenditure so the usual with increased assets is likely . Nice and tidy accounting might pay off at some point as PHE hold all the IP. Just hope I don't see a DMG for sale on Ebay. Good Luck to all..

Fling of accounts for PHE. is scheduled for June 2, 2025,(for Q4 2024 )... FEED for National Hydrogen due to be completed at the end of May 2025.

Which update will be released first?

Sadly, my gut feeling is that Avioxx being excluded from projects listed on the PHE site and not mentioned in the RNS 14 March 2025, compounded by PHE RNS stating engaging in RD for SAF. This smells of a breakdown in this partnership. Hope I’m wrong . ☹

Question, Swazers , or indeed anyone . Any views on why Avioxx (SAF) is not mentioned within the Projects section of Website?

NO6; Whites, same holding as of 11 July 2024

Spelling error prolysis LOL

Thanks Each: Could do with some help. Notice these guys operate in NI https://regenwaste.com/re-gen-wte/

LA02/2025/0320/F Planning Applications Received 26 April to 2 May 2025 /F=Full Application Ballymena.

An application under Section 54 of the Planning Act (NI) 2011 to vary Condition No. 9 of planning permission G/2010/0389/F to include an additional European Waste Catalogue (EWC) code - 17 02 03 (plastic). https://dsposal.uk/ewc-codes/17/17-02/17-02-03/ ...Not confirmed that its PHE but the only application that meets criteria DYOR .

Dr AI: Hydrogen is currently in a bit of a Marmite scenario. Only one of the four contracts recently mentioned is directly hydrogen related. PHE with its subsidiary has shown the need to diversify to survive further demonstrated by the lack of interest in recent DMG patents granted. The race to net Zero and AI “needing vast amounts of power” compounded by a reduction of industrialisation is moving too fast for Govs in developed countries to address. Non-recyclable plastic management is so low in their to do pile its been swept under the carpet which means 0 help. I’m an advocate of Hydrogen as I was of Desktop Computers and Mobile phones, 30 years ago. If DMG is to prove its worth it needs to move fast as technical advancements could render today's solutions redundant tomorrow.

No reference to Ballymena in recent update. Are they holding back to offset pending Annual report? Suspicious me 😊

Dusty "Some are more equal than others" :-)

Patxaran: https://engsolve.com/ LOL first strap Line is "We are independent" Good clean site though. Robbing peter (Paul) to pay Paul.

YEP PHE buy and raised funds for the DMG plant apparatus (high costs of capital outlay) the primary role of design falls to Engsolve (deskwork low overheads). Interesting history of Directors/Advisors taking up roles in other companies in WTE (The SYNGAS CREW) all looking for the Holy Grail. David Ryan, Bridgend as named in PHE Patents currently working at Trimtabs, “clever chap”. A lot of product uses re Nano Tubes including water purification. Clean water in world demand that’s a big market, shame we didn’t have a stake as they state use of waste plastic to SynGas as part of the production process.

RED Engsolve (A subsidiary Company) have a consistent sales history, noting over 4 months an income of 1 million, which is equivalent to PHE having Royalties on two Full size up and running DMG’s. Engsolve are doing well as a company. PHE have O income hence the raise and share malaise. Remember they are separate companies. Common practice to bull up a subsidiary doing well when the owner company has no positive financial news.

Https://patentcenter.uspto.gov/applications/17628018/egrant?application=

Scoobydriver : Speculative five day punt . Very little discussion on RNS . stop loss set Friday. Right or wrong it gives me chance to detach and rationalize.

Testpack3. The statement re development of oils /SAF is just confusing. Are they fulfilling the criteria set by Avioxx or are PHE developing their own process? Clear as mud, needs an explanation or update otherwise the SP will slide further.