Member Info for Jammysparrow

Geez, not sure where to start with this one.

Looking at the posting history, Isee15p just links to Youtube videos by The Penny Stock Pickle. So fledgling AIM pundit then. Unfortunately, I made a more professional presentation before my shower and shave this morning. I know investors are getting younger but I think making BBC Bitesize videos for them is taking things a bit far.

Rodrod - if you want some background info then look back through the posting history and hook out some of Aandi's posts. They are really informative with lots of links to relevant information and analysis. He posts a summary every few weeks so I don't think you'll have to look back too far.

For sure, a good pipeline will only go so far in growing the value of the company. There's plenty of jam tomorrow companies out there on AIM and I reckon I've invested in a fair number of them from time to time.

As you say money on the table is going to be the catalyst for a more sustained growth. That's why I like the idea of the smaller projects that Eqtec are engaging in - they spread the risk so its not a one trick pony awaiting the outcome of a "transformational" deal, create a regular newsflow and are likely to see money dripfeed into the bank much sooner.

Having said that, the update RNS talked of "completion of a final review and requisite documentation" for Billingham - final review suggests to me they are a fair way down the road with Idex and the news could be imminent. Fingers crossed.

GLA

Agreed Esta, this article from yesterday pretty much explains the position for JH:

https://www.ft.com/content/257839a9-b6b6-4bc4-97d1-e20df87acef2

People have questioned why they would be selling when Eqtec has a fantastic future, well this shows why. Nothing fundamentally wrong with Eqtec, just a need to ensure their portfolios are balanced.

If the article is right, it sounds like this pressure might abate next week as the quarter end comes to a close. In the meantime, JH have probably been selling into every bit of good news that Eqtec release. Against that background, I would say the SP has done pretty well to be where it is from a couple of weeks ago - we are still almost 50% up on the recent low.

Unfortunately, JH taking advantage of the good newsflow weighs on people's sentiment when they are expecting stellar gains in the very short term. I think holding here and seeing the impact of a couple of good RNS's after the quarter end will see you right.

GSpanner, yes I have said before that I like the idea of the smaller projects which can be quickly rolled out. For me there are three benefits to getting these going:

1. Quick turnover of projects, ability to template a solution for a particular industry and ongoing revenues (ha, that's three in the first one!)
2. Proof of the EQT solution in action, which adds credibility both for potential clients, partners and investors
3. With the ones which they are planning on restarting it sounds like the original developers haven't been able to make it work on their own. Eqtec taking a more active role in getting the projects to profitability should demonstrate the value of clients working more closely with Eqtec and having an equity stake in the projects

I'm really excited about the potential of these projects and it sounds like DP has been working hard to seek out more partnerships across Southern Europe, where there is a big market for these biomass plants.

Not that I'm averse to the big projects as well but they do represent a bigger individual risk initially.

Another nod towards hydrogen but sounds like they are more focused on the nearer term opportunities.
Lots of discussion about using the outputs to generate biofuels as well as the thermal and electrical which they have previously focused on.

https://t.co/To1kMHlWDh?amp=1

Can't remember if someone already posted this but there's a new interview with Proactive Investor.
DP sounding very bullish on the prospects of the pipeline and sounds like more partnerships may be in the offing.

It's within the trading update joojoo

2.25 just paid with HL. Difficult to get a buy this morning

Notice of voluntary dismissal on pacermonitor.

Let's move on!

https://northforkcdc.org/?p=6315

First gasifier arriving this week with planned completion by December. That'll do I reckon.

The other positive I'm taking from this is that it's not a customer come over from Murata. This is proof positive that the company can go out and sell a product produced in-house. Thus completing the transition from royalties to manufacturing and direct sales. Excellent news.

I agree Martinu.

Whilst the big projects are great, lower capex projects for big partners where they provide the funding and Eqtec provide expertise, equipment, ongoing O&M would be excellent to my mind.

They might not be as high margin as the big projects with equity stakes but it would be highly scalable with lower execution risk. Just keep knocking them out and enjoying the recurring revenues.

I think we'll have some sort of indication by next Friday. Joint scheduling report needs to be filed a week on Monday so if it is being dismissed I guess they would do so before getting the parties to submit the report (or extend the date again).

That's what happened in February - report originally due by 18th Feb, order to amend the court date was filed on the 12th Feb.

A powerful and reasoned argument there Techie. Strange that this has just gone up again. Seems like it didn't sway public opinion.

Can't believe this won't go up from here. Lower now than before it announced the first shipments from the new lines. Massively derisked in my opinion and therefore currently undervalued. Look forward to this progressing again in the near future with inevitable further announcements.

Yes J50cty, that's what I think is exciting - the idea of gasification as a bolt-on to other industries to help them achieve zero waste and reduce their costs means its far from a one trick pony. There has to be a ton of industries out there producing waste which could be a usable feedstock for Eqtec gasification and could use the power/heat generated in their business.

Jeff's background is with SABMiller/ABInbev. Strikes me that brewing is going to produce a lot of waste which could be a feedstock, and requires a lot of heat input. Surely that would be a great partnership and would again demonstrate a different application.

Yeah, I think I'm more excited about this direction than the big municipal waste type projects. When DP talks about smaller template developments which can be rolled out quickly to serve a specific business that sounds like a good strategy. Less nimbyism, less infrastructure to pull together and easier financing.

Cripes, Charlie brown is an undercover reporter doing an exposé on the seedy underbelly of the eqt bulletin boards now.

Maybe that's why he/she is going to be away until 31st. Doing a piece on county lines operations with only a burner for communications.

Bruh!