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Hi BT
It was good to meet you and Mrs BT on Friday and take a walk around the Plastic Park at Protos. Always better to have face to face discussions to share the more delicate points around PHE, rather than via a BB.
It is interesting who you can meet on the site, now that it is getting generally busier.
Hope you didn't hammer the credit card too much on your visit to Cheshire Oaks or you'll be needing a further 100% increase on PHE's sp.
Piltik:
I think Enviroo is re- processing PET plastic into pellets to become more PET bottles and is outside of the non-recyclable plastic that we would use for feedstock.
Nevertheless, both plots 13 and 10B need the Marsh Lane bridleway being made permanent as it will be a common access road to both plots.
HerefordBull:
The sp certainly needs some life pressure jetting into it, to remove potential blockages.
Hi BT,
It would be a honour and a privilege to welcome you to our little oasis in the north of Cheshire.
What time did you have in mind??
Chopper:
Latest vids of Protos site posted here (2nd May) :
https://www.youtube.com/channel/UCr6GsZVx-rLh_MwORpVi1Tg
A couple of updated videos, but all pretty much as was, apart from the stack of portakabins on Plot 9B, and the ongoing work on Plot 8 (Covanta).
https://www.youtube.com/watch?v=arhzS7Wx020
https://www.youtube.com/watch?v=zBUTjY3pxMw
Piltick:
Let me assure you that on Plot10B not one stone, rock, or spadefull of earth has been moved since the site clearance earlier this year.
Also no work has been undertaken on "our" part of the Marsh Lane bridleway, that provides access to Plot10b and Plot13 (Enviroo).
Both the above are, as at Wednesday of last week.
However, there are now 67 portacabins neatly stacked on Plot 9B.
I'm getting somewhat irked with the loose descriptions being made by DR and TY regarding the progress of construction but acknowledge the fact that they may be privy to other information from Peel, regarding less visually obvious progress on infra-structure.
I'll try and get an updated video posted tomorrow, just to clarify the situation.
Queried the commissioning date with DR (trust he is ok with posting this), response as follows:
"Not sure where the data came from as it is not from me – the published plan will be to go to commission on power target Q1 2022."
So rest easy.
The Q4 2022 for commissioning of the Protos plant needs to be a typo or else it is totally at odds with page 6 of the slides shown during the Vox markets webinar, where completion and testing are indicated during 2021, with no mention of 2022.
Some slippage from this was indicated by TY during his US interview when he suggested Q1 2022 for completion/testing.
If this has now slipped further to Q4 2022, then it needs clarification from TY/DR.
Hi Piltick:
Trying to put a map into words is somewhat difficult, but basically your post of 13.42 is correct.
Using : https://www.protos.co.uk/site-availability/
The roads (blue) on this diagram are an amalgam of existing Phase 1 i.e. completed and planned Phase 2.
The phase 1 completed are :
- the " access route" through the Grinsome roundabout and on to CF fertilizers.
- the left exit off the roundabout between Plots 10b and 10A as far as the entrance to Plot 3.
- the righthand spur between Plots 10B and 4 as far as entrance to Plot 8.
All the remaining indicated roads will be Phase 2 development.
The offshoot road ( which we will need for access to Plot 10B) that runs between Plot 9B and 10B/13 and alongside Plot 9A is presently a gravel track which was part of the old Marsh Lane bridleway that heads to Frodsham.
So PHE need this offshoot made permanent, as do Enviroo (Plot 13), and PHE need the indicated spur of this offshoot to Plot 10B itself.
Hope that makes some sense.
The video below shows Marsh lane bridleway heading between Plot 9B (on left) and Plot 10B (on right) and towards Plot 13.
https://www.youtube.com/watch?v=N00WTfibdFs&t=13s
Plot 9B was then empty but now has 57 portacabins on it.
DR. A. - regarding your post at 8.16 last night.
The situation regarding "access roads" on Protos from what I have seen, is that there is significant activity now in what appears to be an extension of the Phase 1 access road, that will give the alternative access to plot 8 (Covanta).
From the site availability diagram (link below), this will run from the N.E. point of plot 10A, between Plot 3 and Plot 4, turn right at Plot 5, and subsequently access to Plot 8.
https://www.protos.co.uk/site-availability/
There is no activity yet on our "little" access road to Plot 10B, which will be an offshoot of the existing Marsh Lane bridleway, which when permanent will run adjacent to Plot 9B, give access to Plot 10B and Plot 13, and then run round to Plot 9A, and then (I assume) go back to the old bridleway that goes to Frodsham.
Plot 9B is being used as a storage compound and now has 3 tiers of 19 portakabins (57 total) now having services plumbed in. This is in addition to about 15 cabins also being fitted out (Sisk) on Plot 11, just off the traffic island.
So.......... quite a lot of preparation activity happening at the moment and I suspect it will soon become a frenzy of construction, to keep all the anticipated manpower busy.
Personally, I dont subscribe to the "Peel dragging its feet theory", I would imagine its more of a financial/ paperwork and logistics dependency issue, and all types of ducks need to be lined up neatly, before seriously commencing construction work.
A potential niggle I had was around Enviroo and the possible dependency on them obtaining planning approval (now OKd) in starting our access road, as it is a shared access to Plot 13, and also the dependency regarding feedstock for both Enviroo (PET) and ourselves (the non-recyclable). So now Enviroo have their planning, this may help in relieving the financial constipation that has been holding back our construction start.
Seems to be quite a bit of frustration being directed towards Peel with regard to the lack/slow progress of the Protos site for PHE.
I'm far from an expert regarding what is required to complete financial closure on an agreement of this size, as I suspect most, if not all, are.
For comparison, Covanta, Plot 8, received planning approval on 11th Dec 2019 and achieved financial closure with their partners on 1st Dec 2020.
https://pa.cheshirewestandchester.gov.uk/online-applications/applicationDetails.do?
keyVal=Q057IZTEMQ900&activeTab=summary
https://www.covanta.com/news/press-releases/protos-energy-recovery-facility-achieves-financial-close-and-moves-into-construction
So it appears it can take quite a bit of time, 12 months, even when Peel are not directly involved. As it is approx. 12 months since PHE was granted planning, and we have had an update from DR, saying that we are just about ready to go, and Peel NRE Hydrogen has been registered at Companies House, then to my mind, financial closure isn't too far away.
Lets not forget that the financial agreement with Peel may not just be for Protos, but could be for the first three UK sites.
Now, if that RNS dropped on the table where would the sp go?
Dave/Dr.A:
My reading of the "trades" situation is similar to Dave's. It appears that TY's presentation to the USA market has had an effect and has created some buying interest.
However, there appears to be a trading "arrangement" whereby there is a matched source for the supply of shares to meet the USA demand. If you scour through the trades for today and yesterday, there is almost sufficient large sells to meet the apparent large buys, within a certain trading spread, creating an overall net nil effect.
Question is, who is supplying the shares?
To my mind, its either the 5.5p institutional placing shares or it's the ex-locked-in beneficiaries of the W2T acquisition.
Ex-locked-in, because I'm interpreting the "Deed of Variation" applying to ALL locked-in parties and not just the ones who took part in the 4.8p placing.
An old article from NS Energy - May 2020, but hadn't seen it before, describing the ambitions of the Protos site.
Interesting that our teeny plant (by comparison to the others) actually commands the majority of the article.
https://www.nsenergybusiness.com/features/protos-plant-uk/
Markrops:
In conjunction with your post, I think it is the case that Plot 8 - Covanta, Plot 13 - Enviroo, Plot 4 - Progressive Energy are each the developer of their plot, so they are more in control of their own destiny - as you suggest.