Member Info for Divvyup

Https://www.safinvestor.com/news/147449/solydera/ Avioxx , Previous attendees at the event. Next SAF INVESTOR LONDON, May 28th & 29th 2025 London. Need to get a move on with this company.

Good Post Slappy, Interesting recent amendments regarding automation of process control.

Energy and plastic waste crisis and the GOV continue wasting taxpayers money. It’s a Mad Mad World. https://eandt.theiet.org/2025/04/28/british-scientists-given-ps50m-explore-sun-dimming-techniques-fight-climate-change

The composition by Paul is quite revealing, obviously affected by the lacklustre market response to CMD. He may be relieved that the Capital raised enables further development of the current bare bones FTU, but his tone suggests disappointment that the capital raised and other regulatory costs and restrictions don't allow a comprehensive build. So PHE are concentrating on a plethora of feedstocks to build a comprehensive data set for analysis. This should lead to improved systems control, necessary yet more time needed to prove DMG at scale. I presume marketing will kick in once result objectives are achieved. Quite how this will materialise given the current reluctance for the general media promotions in favour of a targeted and screened approach which is more akin to the mentioned old job of a door knocking salesperson.

TrimTabs support is welcomed, but I'm baffled by these carbon nanotubes made from syngas. As FTU does not have storage facilities, how does that work? Quote: “We transform waste plastic and over 200 different feedstocks into high-quality carbon nanotubes using our patented, innovative and sustainable process”. That said, a lot of noise has been made regarding the use of carbon nano-tubes in water purification including heavy metals. There may be more mileage in plastic waste to clean drinking water quality than Fuel, time will tell.

Eachtotheirown; I hope we hear something soon, the least to respect recent investors and not forgetting LTH. We should be on mission to India as we've just got a free trade deal :-) O sorry that's not on the agenda..

Based on Paul's explanation anyone else think Avioxx is now high on the target list, with the statement of focus on the first order plus DMG designed to enable ancillary equipment fitting for development and testing? ( liquids , SAF). It’s a long shot but we all need something to lift the current malaise as there is no timescale for any of the mentioned developments.

Roleking: PROOF AT SCALE NEEDS FURTHER EQUIPMENT BOLT ON’S. "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". Its all in the Retail RNS ☹

Does this method sound familiar, Its R&D , but just look at the method of funding and who they are pushing to engage with “Akkodis”.

https://www.zsw-bw.de/en/newsroom/news/news-detail/news/detail/News/from-plastic-waste-to-a-sought-after-raw-material-for-battery-technologies-new-process-enabling-th.html

Marketing @ £ 500,000 https://www.akkodis.com/en/services/solutions

Https://www.northernirelandworld.com/news/environment/antrim-and-newtownabbey-council-struggling-to-find-a-market-for-recycling-of-hard-plastics-5110940

Don’t tell me it’s the wrong plastic ...

Https://www.biochar-journal.org/en/ct/104-400000-Pyrolysis-Plants-to-Save-the-Climate

https://www.nature.com/articles/s43247-025-02286-1

Shared frustration with many here as plastic feed stock arrangements should have been in place prior to FTU commissioning. If successful, securing offtakers will be a bigger hurdle. As previously posted the current company structure is research based and not efficient with regards to in Intakers and Offtakers , that’s where companies like HUI come into play.

https://www.globenewswire.com/news-release/2025/05/01/3072653/0/en/HyOrc-Corporation-Unveils-Modular-Hydrogen-Power-for-a-Failing-Grid.html

IMO Aleksandra Is a strong spokesperson for Plastic WTE. Can’t think of anyone stepping up to replace that role, so hope she continues regardless of the friction. In the mean time were back to that change of Direction.

Patxaran: I would hazard a guess that Ohrid Organics "pre IPO" are the recipients. Keep it in the family :-) .

Https://ciltuk.org.uk/News/Latest-News/ArtMID/6887/ArticleID/38023/DfT-share-update-on-SAF-plans-amid-rising-EU-aviation-emissions

Which Christmas is this Castle, 2925 2026 2027 +++?

Our CEO needs to address his shareholders with a full explanation of the company’s pathway given the recent raising of investment for alternative product testing. Whatever the disagreements between HUI and PHE, we are still in the same sector and I believe this is a marketing opportunity to get some joint topical conversations in the public domain.

Dusty: National power grids have historically struggled to meet supply and demand. At half time in the Cup final millions shove the kettle on and the big suppliers adjusted accordingly . If you don’t get it right substations blow up , power networks become out of phase and melt. The only conclusion is a combination of ignorance, stupidity and greed from the top. Companies trying to provide balanced solutions get sidelined in favour of the heard mentality. Hui is right and i hope they get some media cover to highlight the Inadequacies of the so called "Green Pathway".

HUI, News confirms my long-held belief that a change of direction for PHE with the pursuit of alternative products from waste be it plastic or tyre crumb etc is paramount to PHE’s future.

SAF

Methanol: (growing demand in the UK wide range of uses)

Hydrogen (profitable but hampered by infrastructure)

Diesel and Jet Fuel (significant UK demand for transportation fuels)

Electricity (continuous UK growing)

Ammonia (significant market in the UK agricultural sector)

Dimethyl Ether (smaller UK but demand growing as a Clean-burning fuel, aerosol propellants)

Ethanol (growing market in the UK, biofuel and chemical industries).

Blackouts...Balancing of the grid has always been an issue even with 24 x7 PowerStation’s . The influx of irregular solar & wind power has multiplied the problem. They will have to come clean for the cause of blackouts no doubt blaming old infrastructure inadequacies designed for continuous feed. We need energy storage and hydrogen can offer that. HUI has taken this timely opportunity to raise the question and rightly so.

Earnings report due 25TH June. The results from DMG bolt on upgrades to enable further stock and product testing + 50k costs to speed up NH2 FEED finance decision (FID) of which fund raising appears to have stalled. Timing of Mrs E’s investment is interesting. An opportunity or a signal to shareholder confidence that great expectations will prevail. Juries out. Insider trading is often banded about by shareholders but very difficult to prove so not going there. Difficult to see any major news until results from upgrades are known. I would welcome updates re progress of installation whilst we wait.

IP patents on the move.

https://www.agip-news.com/news.aspx?id=76094&lang=en

https://link.epo.org/web/searching-for-patents/business/technology-insight-reports/en-plastics-in-transition.pdf