Member Info for Divvyup

Lol... PHE’s own filings (July–Sept 2025) note “no broker coverage at this time.”

Misrepresented Tech? Final paragraph fight back, good on them. https://www.bbc.co.uk/news/articles/c4gzz2pp3y5o

After the LOI re Offtake (July) no doubt most are waiting for the Planning / Site Progress at Ballymena which I thought would be announced around Nov/Dec..

The cash burn re Research Development mentioned to date and the time span to the FEED award (Engsolve) which usually follows planning/permits is a concern, even if Engsolve is paying PHE for the test facilities. There’s still time but its running close to the wire.

Test: Thanks for Engsolve update. Sounds like a focus with engineering services rather than DMG sales.

DMG modules less than 24tpd fit comfortably inside the 1 t/hr SWIP threshold (24 tpd). This keeps build costs low and approvals quick, ahead of the tighter 2026 ETS reforms. As each unit combines Engsolve’s DMG core with bolt-on skids for CO₂ capture and liquids/SAF synthesis, low-carbon fuels rather than crude pyrolysis oil. That makes PHE’s system a cleaner and more versatile competitor than firms such as QMRE. IMO, PHE should secure ongoing royalty income tied to efficiency and carbon performance. By staying SWIP compliant now and ETS ready later, DMG becomes a flexible, revenue generating platform rather than a single-use plant. I think their missing an opportunity not bashing out publicity for a versatile output sub 24tpd DMG. After all the whole concept was founded on a small footprint solution... Any thoughts???

Ambitious Market share ?

https://www.kentonline.co.uk/medway/news/landmark-breakthrough-for-plastic-waste-recycling-firm-331576/

HaHa.. I wouldn’t dare suggest back to 6p with 4.47billion shares in issue. What I believe will happen is that PHE\Engsolve will be able to produce logs to prove how low CO₂, CO, NO & SO is from emissions regarding differing waste feeds to enable NZHS status. Should be of interest to those currently incinerating or SAF projects. Noted that the ITM ALPHA 50 (Product launch from ITM). 50MW full-scope green hydrogen plant is priced at £43m. Not intended as a plug purely as a price marker for the developing Hydrogen market. Alpha produces several times more Hydrogen however DMG could have a stronger economic return because it earns gate-fees and avoids the massive electricity bill as well as providing a solution for fossil waste.

Red: As Bridgend operates under an R&D permit, not a full commercial environmental permit. As mentioned In 18 Sept 2025 RNS, DMG has “continuous emissions and gas-composition monitoring (similar to CEMS) within the FTU” including CO₂ capture efficiency logging (when the £150,000 bolt on skid module becomes active). If DMG ticks all the boxes, those logs feed directly into the carbon-intensity calculations required for the Net Zero Hydrogen

Standard (NZHS) and the SAF mandate. My estimated completion time scale of Dec/Jan is speculative, but if Testpack is correct with Sales personnel then perhaps they are on schedule.. Not concerned as it will happen, just fed up of waiting 😊

Got fed up of waiting so I’ve written my own Fake News flow for Dec 25/Jan 26.

“Powerhouse Energy Group plc is pleased to report the successful installation of a pilot-scale fluids and SAF skid at its Bridgend Feedstock Testing Unit. The new module, engineered by Engsolve Ltd, has produced initial volumes of synthetic hydrocarbon liquids from DMG-derived syngas, demonstrating a clear pathway from waste feedstock to sustainable aviation fuel.”

Yep its sales PHE require, compounded by regulation and a lack of investment. Blaming the SP trend on large holders selling demonstrates a lack of buy confidence. We need Major News, end of..

Avioxx have admitted they need external specialists to carry the project forward. This may help with timescales and you never know a 2.5TPD within their itinerary. They could even hang on until the FOAK NI FEED is announced. So nothing solid until confirmed.

Https://www.avioxx.co.uk/avioxx-appoints-NIRAS-as-engineering-and-construction-partner-for-next-generation-SAF-facilities.html

Red: amusing, Often ponder over Valuations. Revenue, Profitability and Assets being the usual factors. Add in the investor “uncertainty or confidence” sentiment and you end up with market volatility. In short, it’s worth what it is, whatever any individual says.

“A direct conflict with potential business in jurisdictions where medicinal cannabis is illegal”. How might this affect Whites position with HUI given his role with Ohrid Organics?

Gasification: Low carbon Hydrogen form filling exercise designed to stifle British innovation. https://www.youtube.com/watch?v=a2NjSXjXxZA Take a Prozac before watching.

CAP-XX's recent award. Not doubting the research done by posters re audio products, IMO the real win’s on adoption are strengthened collaboration, improved access to supply chains, and increased adoption of CAP-XX's supercapacitor technology across various advanced applications. The recognition from a major industry player is likely to boost CAP-XX's revenue and attract further investment for research and development. Additionally, the collaboration will solidify CAP-XX’s reputation as a leader in energy storage solutions, positioning them favourably against competitors in related markets.

Test “cause and effect” comes to mind with any transition. I’ve done an excise before with fossil fuel v EV’s. As folk move to EVs the UK government is potentially losing around £35 billion annually from fuel taxes. That means less for funding greener solutions. Government incompetence continues, our rivers are full of sewage and toxins and the Power grid is in imbalance, I’m not sure what comes first, mass unemployment due to AI or drown in our own excrement.O SAF from Poo is being discussed 😊

I read as FEED submitted and completed, now waiting for approval on a number of fronts Finance, planning Regs etc.

Dagenius: RNS No FEED award to date and 7 Months completion time from acknowledgement (NH).

Proposed Fuel Cell (Penta) H2P project in Ballymena. LOI H2 take off, great news. Now waiting for Front-End Engineering Design (FEED) award for the project before approval from DESNZ, Ecotricity, SONI, NIE Networks etc. Time frame, anywhere between 6-9 months so this news needs to land pretty quick...

Testpack Thanks for the walk-through explanation. I will take a closer look over the weekend. As you correctly state it’s complicated compounded by fast moving innovation.

Swazers your collaborative perspective is valid (should benefit all). Avioxx state openly they are not experts and seek collaboration in order to complete the jig saw of chemistry. As for the Avioxx waste-to-molecule process, also known as waste-to-chemical, this “appears” to be a Syngas clean up and enhancement step post DMG gasification crucial for the Fischer Tropic reactors. Whatever it’s called, this is a major technical advancement and therefore if proven has considerable value, hence my post for a response from PHE. With your connections is this not worthy of a question, after all from a shareholder perspective it looks like PHE have pay rolled this development.

Apologies for any typos, in a rush.