Member Info for gspanner

Thanks V111JAS,

though to put it into context, was into this at 0.187 ave, sold some, bought bitcoin miner, sold some of that that and back into here, lots of skin in the game again now, think this is primed to take off 5/10x. Barring pricing the raise too low at .5 DP hasn’t put a foot wrong IMO.

Langreen,

bought a mil shares this pm at 1.95, no more in offer at a decent size. Perhaps wait to see if they drop it again.

Reg,

re your ‘cuckoo’ statement; yes, indeed I have always expected that they will be the (eventual) contractors for PHEs plastic gasification technology, though lots of posters here are invested in both companies so not usually a popular suggestion....

Aandi,
As we all know the ROI at 11-13% beats renewables with their subsidies/guarantees. I do suspect that there may be carbon credits allotted to gasification tech which will make adoption even more of a no brainer! Indeed the more you think about it the more one realises it would actually be quite difficult NOT to give credits once the tech is proven by a further plant or two.

Curious that ‘Nasdaq.com’ should post this article about Argo?

hTTps://www.nasdaq.com/articles/inside-argo-blockchains-mission-to-change-bitcoin-mining-2021-04-22

Good to get exposure in anywhere possible I suppose!

I’ve been here for a long time TheProphet, bought a lot more towards the end of last week.... Hardly post since all lost in the noise here, good to see new shareholders though most traders no doubt!

Everyone needs to keep their toupees on... Have a look at the daily btc price, around here where it was 10 days ago ffs.

If the price stocks around here Arb will make another $9mil this month... actually a bit more since more machines will be commissioned this month.

I’ve never seen a good reason for this disparity, indeed IMO this should reverse. Having said that I’ve been waiting a long time for that to happen!

There are a lot who post here who own both. I am a ‘best in class’ investor personally, so just have this.

I would say because unless it is (almost) certain that the application is going ahead it would create a frenzy of volatility which frankly wouldn’t be helpful in running the business.

Points very well made Aandi, some of the info is useful if combined with the superior knowledge we have: as you state pipeline contradictions and the drag for ITM of building their own factory (don’t get me started on the farcical first factory) rather than outsourcing/contacting that work. (There may be parent issues for ITM that means that is the only model that works).

I have great respect for your postings here Aandi,

But ‘Simply Wall St’ is simply B**lsh**t. Computer generated unedited nonsense. If it’s telling me ITM is overvalued and EQT significantly undervalued that’s been obvious for years now. That’s why I sold ITM at £1 (obvious mistake!) to buy here at 0.195p average (clearly not).

The difference is the management; ITM buffoons (perhaps now better with Linde in board), EQT transformed under DP. That is the component that the computer algos just cannot capture that will drive this up to that sort of valuation whilst ITM goes sideways (or down.

sorry 2126 post!

gsp

Aandi, post 2216 (i think)

Great joining the dots post... All coming together, place your bets!

Anyone on the board actually using the product?

Would be fascinating to hear any thoughts....

Well I have invested a fair amount of cash here, since I see this is just at the point of commercial traction.

It’s a great suite of software/ cloud product with likely high margin (not yet certain) that is gaining significant traction with a small but notable fraction of the target market.

The hard work is done with software design, now with intelligent marketing the profit will come with increased scale. One cannot be certain this will happen but a significant number of players are in board and this seems to suit the current collaborative environment.

The next set of results cannot be far away which should confirm solid progress given the collaborations declared. There is a comforting lack of bluster around this and other equivalent boards suggesting this will fly when the revenue model is confirmed and this becomes known more widely.... As per my other favourites EQT and ARB. (Been a good year elsewhere).

Just remain patient.

Wilbour,

Have some vision; green space, tech ahead of its rivals, 8/9 projects at financial close, 3/4 delivering 14% yearly ROi, RDF being commissioned,maintenance contracts starting to generate significant revenue, order book £750m+.

If the management deliver here this is massive. Personally i believe in the DP.

£1-2bil mcap, sp 15-25p.

pay your money and take your choice.

‘should demonstrate the value of clients working more closely with Eqtec and having an equity stake in the projects...’

Absolutely, along with the need to continue engagement so EQT continue to generate juicy ‘cash cow’ maintenance fees!

Sorry video already posted... I missed the ‘Taxi Driver’ poster in the background... Always reassured DP was a Scorcese/De Niro fan wham they were in their pomp!

voila

https://youtu.be/6x6xxXAd9lI

Lovely new proactive video... I’ll post the link.

What was most important for me is DPs clear focus on the smaller waste biomass projects in Italy, croatia, Greece which they know they can get over the line quickly rather than the massive (and obviously trasnsformative v significantly increased risk) of the RDF Billingham like projects.

It was also reasonably clear that only a proportion will need to get over the line for that profitability; perhaps my interpretation but NOT a large RDF project. Though that would of course help the SP!