Member Info for faz147

http://www.investegate.co.uk/Article.aspx?id=201105180700147865G Placing at 2p approved today so a week from today, 15,000,000 shares will be admitted to trading. Although they will be held by what appears to be a strategic investor, there is no mention of any lock-in period so with the current market conditions it will be seen in the short-term as a dilution. The fact that 2p is a premium to the prevailing SP on the day the announcement was made (18/05/11) is positive, but the market has a funny way of turning positives into negatives at the moment. For the record I think long-term this could be a good addition to a risk-takers portfolio, but for the time being I would not feel comfortable investing, and the lack of trades and posts on BB's suggests that many others feel the same.

http://www.investegate.co.uk/Article.aspx?id=201106210700077829I

http://www.investegate.co.uk/Article.aspx?id=201106200700086974I Confirmation that McNally Bharat Engineering Company Ltd are not one of the companies in talks re: possible takeover bid. Slightly suprised that the SP has dropped more than 7p, unless someone is in the know about the possible takeover or a lack of it as the case may be. Only time will tell, but I'm sure some long-termers will look to top-up tomorrow and some will wait a few days to see if it has got further to drop. If there is no T/O then no doubt there will be another drop at some point, at which point I may well dip my toe in! =) GLA

http://www.investegate.co.uk/Article.aspx?id=201106170800016292I Reduced holding from Stubbs, as of 9th June, so might explain some of those massive trades from around that date. Anyone know how many he was holding before?? Its a shame that not long after positive news we see this, which will probably dampen PI interest somewhat for the immediate future.

http://www.investegate.co.uk/Article.aspx?id=201106060700198661H Interesting news. Sold out of here a while ago but tempted to get back in soon. Strange that the market hasn't reacted at all to the news, with just one trade of 690 shares all day!! See what tomorrow brings.

2 trades have just been published, 1 for 500,000 shares at 33p and one for over 500,000 shares also at 33p, so unless there is something still going on in the background ignore my earlier comment re sell order in the background!!

interesting news about the 3D mobile, any idea who the manufacturer was? O/T but I noted your comment about working for a semi-conductor company. I would like to hear your thoughts on whether you feel alkaline fuel-cells could be integrated into the semi-conductor infrastructure as a means of producing clean electricity and also ultra-clean water as a by-product, which I know that industry require a huge amount of. I know your thoughts would be greatly appreciated on the AFC Energy forum on the website below: http://www.investorsclub.org.uk/ Signing up is very quick and easy =)

despite those 2 buys at 32.5p the buy price has fallen below the mid-price now with buys going through at 32.45p, so they will show as sells on here. You have to ask yourself why MMs would want to gradually drop the price you pay for their shares, the obvious answer for me is that they are trying to encourage buyers to help fill a sell order in the background. If that is the case then maybe once it is filled the SP can move freely based on buys vs sells. Still very low volume today, only 160,000 shares traded, and although the possibility of a sell order could add up to 100,000 more, we need to see volumes approaching the million level to really move forward from this SP IMO.

anyone from here attending today's AGM? Would be interesting to hear their thoughts and summary of the meeting. News today is obviously good but the market seems unsure. Mostly buys but the price they are being filled at has been slowly dropping from 32.95p at one point to 32.6p now, not a good sign IMO.

Let's hope for a re-rating today on the back of that uncertainty being resolved! Already +30% in the 1st few minutes, GLA

appreciate your replies, seems I have a lot of researching to do before I can fully understand the future of CAO! An obvious initial concern for me is the forecasts of £5.57m pre-tax profits for this year and EPS of 1.63p compared to £9.62m for the year ended Dec 2010 and EPS of 5.93cents, and although 2012 is forecast to deliver an improved £8.42m of pre-tax profits and 1.82p EPS, it is still significantly lower than last years results. http://www.digitallook.com/cgi-bin/dlmedia/security.cgi?username=&ac=&csi=189921 Do you feel these forecasts are accurate? I imagine this could be a factor in halting the progress of the SP, despite the strong buy rating from the only broker covering CAO. Will do some further research over the next few days, enjoy your weekend mate!

looks like an intersting company, what are your thoughts on the reasons for the large discount to NAV and the low low PE ratio?? Is it merely a lack of awareness from the market or is there a more sinister reason, i.e. a lack of understanding of CAO's business model and the Carbon market in general? Would very much appreciate your thoughts. I note the recent positive news on PIM, starting to get interested there again!! ATB mate

http://www.investegate.co.uk/Article.aspx?id=201105180700197941G

hi mate, dont worry I wasn't planning on keeping it up, just thought I could instigate some more discussion as the BB was very quiet. Totally agree that it will be volatile until the deal is complete, although I do feel that even between now and then the general direction of the SP will be upwards, but we will have to wait and see. Certainly the medium/long-term prospects are very good and I think it could be one to hang on to for a good few years IMO Im off out to work now so will be checking back tonight to see how it closed, had a cheeky top-up not too long ago but might look to set an order tonight for the open tomorrow, depending on price. GLA

MMs have given it the almost customary midday drop on very little apparent volume, trying to panic PI's into selling bacause they want a larger slice of the pie when the consolidation goes ahead. I think we will see various tactics from the MM's in the next few weeks to try and pinch your shares from you, I know I wont be selling, instead freeing up the funds to increase my investment =) Dont panioc is the order of the day! =) good times to come here

never a bad thing to exercise caution, but the way I see it is that Linc's investment plus the investment in Pyromex provide PowerHouse with a certain amount of security in terms of valuation. Also bear in mind the fact that just because a SP has risen quite steeply, doesn't mean it will have just as steep a fall, I know from my experience of investing in companies such as PXS, MONI, AFE, ACTA, and AFC that some huge rises are followed by further huge rises, it all depends on the quality of the company. The reason the rise today is only 10% is because some are weighing up the chances of getting a cheaper buy-in price after the reverse takeover and share consolidation, but the fact that there will be very few shares in the publics hands, and there will IMO be increased interest in investing in the stock, could mean that you will not only have to pay a higher price, but that the max buy size could be very limited and large holdings will have to be bought in tranches, therefore paying the trading fee's several times. If after researching you like the look of this opportunity, you have to decide whether to risk buying in now and possibly missing out on a slightly cheaper buy-in price (unlikely IMO) or you wait until after the share consolidation and risk having to pay a much higher price for your shares, and potentially paying much more in trading fees to your broker to accumulate your desired holding in tranches. Obviously I have taken the risk of getting in early, and many will wait for further security beforte investing, that is a decision each individual investor willl have to make. Of course the other option if you are sitting on the fence is to buy half your desired holding before the consolidation, and then look to buy the other half after. Each to their own, GLA

volume is very impressive so far today, with well over 2 million traded and its only just passed 9am! There was a 500k trade which did look like a sell, and the ask has slowly moved back to 4p, I know if I can buy for much less than 4p I will jump at the opportunity, and then just sit back and enjoy the ride. If Linc, a multi-billion dollar coal gasification expert company, want to be invested in PowerHouse, then who am I to refuse what appears to be a genuine bargain investment! Any others AFCers been accumulating here this morning?

remember the above prices are 15 minutes delayed, the current price is 3.75p bid and 4.5p ask, buys are currently being filled at over 4.4p and the SP has been ticking up every couple of buys this morning, so dont take too long deciding what to do, but be sure you have researched before pumping large amounts of money in. Well done to those who got in early, I am already looking to increase my holding because I feel this share will complement my much larger holding in AFC fo a long time to come. All IMO tho! BoL

just bought into BDT this morning after becoming aware of the reverse last night and researching late into the night, there is certainly an element of risk, but this is AIM so what do you expect! Just my personal opinion but this could see some great returns for shareholders in the short, medium and long-term, hence why I have taken a position as quickly as possible. You all know what Linc investment did for AFC, and that Linc would not waste their time with an average company, they must believe that PowerHouse offer the most commerciallly viable and attractive overground gasification system, and that is almost enough of a reason on its own for me to invest, but after looking into Pyromex's technology and the likelihood of their patent applications being approved, I was even more keen to invest in this very attractive looking shell. I see many AFC holders have recognised the potential here, for those of you who dont know about AFC, check out the performance of that share over the last year, I believe this could be just as rewarding for patient investors IMO! This week is the start of a journey both for investors and PowerHouse, and with Ross Lyndon-James at the helm it may well be a journey you dont want to miss out on, but that is for you to decide. Good luck to all whatever your stance, and be sure to DYOR before putting large smounts of money in this or indeed any other share!

difficult to know if the overhang has cleared, due to the lack of clarity (at least IMO) of the reduced holding RNS, but doing dummy trades on LLoyds online today, I could sell up to 375,000 shares in GON, but could only buy 250,000 for most of the day, and for the last hour I can only buy 75,000 shares, so either the overhang has cleared, there is a large buyer in the market, or the MM's are expecting some positive news and dont want to sell their shares at this price, or possibly a combination of the above! Either way I'm very close to having a punt!!