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HDRO Holding of PHE up by 1.25m to 36773989
https://www.defianceetfs.com/hdro-full-holdings/
Dagenius:
Try this:
https://www.defianceetfs.com/hdro-full-holdings/
Dave/Leo
The other PHE board was previously for NEX exchange traded shares which was taken over by Aquis, a year or so ago.
Prior to that I think it was the ISDX exchange.
Don't think any trades have gone through since it became Aquis though.
Tog:
As Shivest has already said, not a lot happening on Plot 10B, and I was down there yesterday and all is still as it was.
The peripheral access roads and Plot 8 (Covanta) are moving on at a pace, which, hopefully, is indicative of how fast Plot 10B will progress once, we have a CEO to represent the company, the planning for the Plastic Park in place, and the funding from Peel and potential partners.
Sounds quite a bundle to achieve but all doable in Q1 2022 I believe.
mmmm quite the poet, on reflection.
Dr.A. Regarding your 11.39 post.
I do think that " Peel are better at building shopping centres and have not really got a handle on this. " is a little glib and doing Peel some disservice.
We are all frustrated with the lack of progress at Protos but it does now appear that the Protos DMG is now intrinsically linked within Peels concept of a Plastic Park (albeit apparently conceived some time after our Planning consent) and now subject to Plastic Park planning timescales.
However, the progress that Peel can make, when the ducks line up, is apparent with the operational bio-mass facility, the almost complete sub-station and the work being undertaken on Plot 8 with Covanta.
Now we have the vision of where the DMG sits in the Plastic Park concept, it's now with Peel and potential partners to deliver that vision.
2022 should be the defining year starting with the planning consent and financial closure for the project.
DR. A regarding your 10.31 post:
Regarding your point on setting deliverables and penalties etc. lets not forget that it was li'l ol ' PHE providing the technology and Peel providing the land and facilitating funding and planning permission, so who exactly was in the driver's seat to set any operational deliverables?
I do agree that any time frames should have been set within the exclusivity agreement, with Peel, to get the funding in place , or PHE seeks out alternative partners, though.
However, all this is with the benefit of retrospective goggles and at the time the potential that Peel could provide to PHE across the UK was massive (and still is).
My money is still on the horse called Protos which is probably because I am geographically tied to it.
Dave : No problem.
Morning Dave:
I have participated in IPOs previously, all on the 'main' exchanges, but won't be getting involved in the HUI IPO for several reasons. These being:
- I deal with HL through SIPP and ISAs and HL are not particularly AQSE friendly on this front, as far as I can see.
- Not wanting to move money around to pay directly to another broker
- Not wanting to deal with share certificates in this day and age
- Not wanting to have shares that are dealt through a niche market that is possibly a little illiquid IMO.
- The whole process appearing to be a little contrived and not particularly retail investor friendly.
On top of this I'm not a fervent fan of HUI as I don't fully trust what their true objectives may be, as they appear to be W2T reincarnated, but doing a better job, I'll admit.
Also, with the recent drop in PHE sp, I would be more tempted to take a few PHE shares instead of HUI. I did think it would fall more into the 3s though with the move to the HUI IPO.
Good Luck with your course of action.
Dave:
I think you may well be correct about you talking complete rubbish (haha), as I don't think we've seen the back of the 7 million shares.
This is because the shape of the chunky sells don't appear to be originating from a single seller, in that, the quantities have been mixed and there have been rounded share numbers e'g. 1,000,000 and rounded financial numbers (net of commission) e.g £25K. Two different approaches.
Also, IMO, when dumping a sizeable quantity of shares, quite often the seller, from my experience, lets the sp breathe and recover a little, rather than chasing the bid down.
We could both be wrong and the option taker has stuck the shares under his/her mattress.
Just a question:
Of those who have registered an interest in the HUI IPO with Novum Securities, has anybody been contacted/telephoned by anyone other than Jon Belliss?
It's just that, ringing individuals appears to be a bit of a labour intensive approach for a £30m floatation, for one chap.
Oh, I get it, that there should be Insti Investors and HNWIs taking a large slice of the float, but still a lot to do.
Hi BlueToff:
Does make you wonder whether that was a stock Email response from Piongkwan Thummukgool, since this person has been at the Thailand office from when it operated under the auspices of W2T, for several years.
The purpose of which was to seek out potential projects for the PHE technology.
As I have suspected for a while, and has become clear from the tone of the latest Protos community update, that PHE's DMG on Plot 10B is inextricably linked to Peel's concept of a "Plastic Park". This vision is now subject to a new planning application that was submitted in October with approval anticipated "early 2022".
So, I would not expect any form of financial close on the project until some time after "early 2022", assuming PHE has a new CEO in position.
Regarding groundworks on Plot 10B itself - no change.
Plot 10B is still fenced off as before with no work within and the access road has a stone foundation but is awaiting kerbing and asphalt. This road was started 3 months ago, so IMO, anything related to this patch of Protos is subject to the above approval.
Enviroo had better update their countdown clock because they don't even have a perimeter fence in place, yet.
Dabler: regarding your 16.56 post:
In the long term when the full symbiotic relationship between HUI and PHE has fully developed and PHE has cultivated additional partnerships and licensees, there will probably not be any negative effects for PHE shareholders.
However, for the past 12 months PHE has been dependent on HUI's progress in Europe, because without it, and the distinct lack of progress by Peel, PHE's sp would be a fraction of where it is now.
PHE has benefitted, IMO, because HUI are yet to be a public company and people have bought in to the potential via PHE shares.
If/when HUI launch their IPO and continue to strike agreements, partnerships etc. then they will receive the primary effect of these deals and PHE the secondary effect, IMO, particularly with the time lag of planning, financing, and construction before PHE receive revenue.
If PHE continue to be constrained by Peels progress, and don't create alternative partnerships, the HUI IPO effect on PHE could be further exacerbated, I feel.