Member Info for Divvyup

Dusty: Expectations, confidence and volatility go hand in hand. As for market confidence my appraisal was general nothing to do with a few posters on a chat board. The question is why are we witnessing a timely change? I’ve given my humble opinion and concerns which may not be agreeable to all, so thanks for your response, a privilege for all to debate.

Castle: your enthusiasm is commendable and acknowledge the assurance from the CEO regarding no cash raise. Just considering the National H2 5-year framework agreement (2024_2029) That’s a long time. On reflection allowing a big window of kicking the can further down the road not helped by a lack of update progress over the 1st year. Will this become another Protos? I hope not.

CMD has certainly had an effect not excluding volatility common with AIM stock. Its apparent expectations have not been met so, we are where we are, left with those unnamed prospective (shows of interest) clients and those on the historical waiting or hold list. I’ll continue to hold, might even add, but like other investors only on validation of ML process control or independent tangible evidence of compliance/performance. I'm not asking for sensitive information or data, more attaining standards of performance over a variety of feed stocks which both customers and shareholders aspire to. As for further dilution, can kicking cash will only make matters worse. Note: The Longspur research PDF is an interesting summary, paid for by PHE and not “independently verified” this is indicated within the composition.

Interesting to see how this develops

https://www.bbc.co.uk/news/articles/cp8vjx3843ko

Cheers if this sp goes to 2p I might have pop, although price seems low given its Providence. Hope they've changed the front rim i saw him kerb it going into Kirk Michael...

Thanks, rc30 for the update last one was on 15 July 2020

Your username brings back fond memories of Foggy 😊

GLA

Https://www.icis.com/explore/resources/news/2025/02/26/11078169/permit-delays-hurt-europe-chemical-recycling-and-mixed-plastic-waste-growth/

GLA

Accruing blame to the family is not the full story. HL, Interactive, Barclays, Halifax, Trading 212 remain top of PHE holdings which are Trading Accounts. Those PI’s buying in early last year hoping for results will factor in. Euro investors appears to be on the up. Amundi Asset Management only 1.6% but up 430% as of Jan 25 (French big boys).

CMD: They have the test centre, so IMO no have no excuse to withhold verifiable data from trials to shareholders. Again no mention of intention to release new data in latest press release, only back tracking to past bench tests, this back tracking must stop if they want to be seen as progressing.

H2hooo “We don’t currently need to store Syngas nor make Hydrogen” “we do not need to prove it works” No offence but that post made me LOL, thanks, much appreciated.

So, to summarize the Hot Run.

Highly processed feed stock utilised. (Customers to bring their own feed stocks for assessment/evaluation)

Dmg run from mains (external) power source.

No regenerative system or storage of Syn-Gas until bolt units commissioned with certs for compliance.

There’s a lot more work to do in the next quarter before we have that USP were all looking for. I now understand why it hasn’t gone main stream.

Wilding: You put your experience across very well. My concerns are not to deramp but coming from 10 years’ experience developing (SPC) Statistical Process Control systems (Quality compliance standards). The statement of “results are as expected” or “Results are positive” since original bench tests is now wearing a little thin. Understanding that feed stocks will differ, I hope that comprehensive analysis through an independent verification body will be the main objective of their future pathway.

Jama: I agree as quoted in link posted by Loads says, “The company secured new patents and shared positive testing results”. ”New patents” yes, “Shared positive test results”, nothing tangible that makes DMG stand out from the crowd of past bad players in the waste to energy industry.

Video https://wp-powerhouse-2023.s3.eu-west-2.amazonaws.com/media/2025/03/FTU-Fly-through-Video.mp4 Nothing on efficiency, carbon capture rates etc. As stated before this needs a serious shove as to public and commercial presence. Altec 30% share holding, not even bothered to update there website.

Https://www.wales247.co.uk/bridgend-firm-launches-technology-to-turn-waste-plastic-into-fuel

Historical Quotes from Paul: Time Scale re Ballymena Commercialisation, post permits could be 18 to 24 months away from front end engineering.

Looks like UK wind power expansion with other power projects are stalling, due to the “Not in my back yard” crew, creating a fear of progress for investors. That’s got to change. We are on a war footing with an inept power infrastructure amongst others. The UK has an estimated 190 billion tonnes of coal reserves underground (That’s over a century at full bore extraction). We either encourage and support a variety of cleaner available technologies or we Dig, Dig, Dig,. The GOV is finally waking up from its previous stance of lethargy. The question I ask myself is PHE an insurance against the predicated wallet robbery that’s required for our own security.

Dusty: Always tricky to quantify longevity particularly if you cost in E.G. Ireland, if permits are granted... 😊

Castle/Attendees : Sounds like all had a positive day and encouraging to hear further days booked for those interested.

2.5 Ton DMG unit producing predicted results from previous bench top which eradicates issues of scaling up to 40Ton, That’s a win. Looks like for the time being their keeping data close to their chest and on a need to know basis (customers) rather than in the public domain. Pending patent approvals would also make common sense. “1p the sells are bought up by pi”. Update of Significant Shareholders from last Aug will be revealing given 5-6m figures. Reading between the lines “No love lost” and if correct 18 months of reserves is much better than I anticipated.

Thanks for the feed back...

SAF (GOV UK) “Low Carbon” Should help kick start interested parties.

https://www.gov.uk/government/consultations/saf-revenue-certainty-mechanism-approach-to-industry-funding

I did wonder who would throw the bate first. CMD IMO The primary objective is to engage and evaluate Capital investor potential and placate current investors. Common practice.

Paxaran: I understand and I’m with you re GOV UK backing/strategy or lack of it. LOL Rant coming on. Sad that they see destruction of self-sufficiency from heavy industry as a goal then offer futile support for development of home-grown technology to modernise. How the heck we can compete with power prices 5 times higher than overseas. Depleted of Oxygen (DMG) comes to mind. Seems to me sucking Oxygen out of our industrial base needs to reverse, soon to hit hard given the predicted growth in munitions and our reliance on imported materials not to mention capacity. Hydrogen will arrive in time talking of which, time for a Tramadol...

Paxaran: Thanks for posting but note this a repeat of last year’s duel promo from BMW/TOYOTA. Hydrogen refueling stations in the UK has deceased over the past few years(below 10 at my last count). Given the uptake of EV’s and painful roll out of charging stations. IMO The network of Hydrogen supply for road vehicles is decades away. Another repeat 5 months ago. https://www.youtube.com/watch?v=-yPmn3kXUDc

The Hydrogen market has certainly stalled in the US (ending subsidies and paring back R/D awards). Not often debated here is the increasing importance of Syn-gas as a feed stock for chemical production. Energy/Power and waste management are important but not the only avenue open to PHE.