RE: Contracts for feedstocks5 Jan 2025 18:53
Thanks for the replies and information.
Seems end of life tyres would be a more costly feedstock - quite sure PE will know the best riute to take.
I'd prefer the plastic to syngas scenario, but will soon see what different feedstocks the trials will use.
As for the February investor days, planing this would have been ongoing for some months, with all future potential customers invited end of last year. I hope we hear who all of the attendees will be. Naming some heavy hitters could add impetus to the share price, and show how others see PHE technology being used.
Future price will be determined when we know how future revenues will be generated. Can't predict until I see some numbers attached to a business model. Say in 2 years time we have 10 plants running, with £500,000 annual licence fee, pluse £400,000 in service charges (one off?). £9 million a year revenue first year, at 10 x forward PE would get back above 2p.
Seems a bit low when you look back at last year's price. Need to see what PHE revenue predictions are per plant.
Thanks again.