Member Info for LedZep

Don't know where the "Act" popped up from...............cold stubby fingers probably.

Zodiac:
This issue seems to be grinding your gears a little, the following may help.
Stated bid and ask are the extremes for trading without going to NT (Negotiated Trade), with a calculated mid-point which can be the stated "share price", and also defines the colour of the trade - above mid = blue, below mid = red, on mid = black.
Actual buys and sells go through within the extremes stated (unless NT), and on occasion buys can go through at less than mid-price and are coloured red, looking like sell, and conversely sells can go through higher than mid and are coloured blue.
All done by the tech.
Can this mechanism be used to influence the appearance of what's happening in reality?
I'll leave you to decide.
Act

Gentleman1 :
Your wish is my command.
Bloody cold on Protos this afternoon.
3 vids that hopefully put Plot10b into overall context on Protos, which can then be referenced to various site plans and schematics etc.
https://www.youtube.com/channel/UCr6GsZVx-rLh_MwORpVi1Tg

Kenny:
I imagine the volume difference is due to the "mid-point" trades and/or potential delayed late reported trades.

Thanks Kenny that helps, as it shows the new Protos layout with the old right of ways in grey.
The site plan below shows the "appendage" like access road to Plot 10B, which yet needs to be constructed. Some of it exists in gravel track form as it constituted part of the old Marsh Lane bridle way.
https://pa.cheshirewestandchester.gov.uk/online-applications/files/BAF72ADA183A3E75D4F7BDA9B233B034/pdf/19_03489_FUL-PROPOSED_GENERAL_ARRANGEMENT__REV_B_-3655079.pdf
The following plan shows the location of Plot 10b in relation to the road traffic island on Grinsome Road, which can then be related back to the google map.
https://pa.cheshirewestandchester.gov.uk/online-applications/files/93CA72FA188EBE2AE9AC6CBAC758DFEE/pdf/19_03489_FUL-SITE_LOCATION_PLAN_-_RED_LINE_BOUNDARY__REV_B_-3655078.pdf

DR.A:
Completely agree with regard to the fact that nothing significant can happen until a new access road direct to Plot10b has been constructed.
if you could post a link to the "plan" you are referencing I'll try and describe how that compares to life on the ground.
I have seen several plans/schematics of the layout and some contradict regarding "access" to the site, so a common reference would be good.
Jmc_mcr:
There is no "new" tarmac access road to Plot 10B yet (unless it has been constructed in the last two days).
I'll try and do a video at the week-end of the surrounding area to Plot10b which will hopefully put the site into some kind of physical context.

Castlepaul:
For your personal benefit below is my post from Sunday afternoon:
"Not much to report on from the Protos Site this week - since Plot 10B was cleared and levelled, all the groundwork appears to be concentrated on Plot 13 (adjacent plot), with spoil being trucked in and bulldozed into a considerable mound.
A little surprised that Plot 13 is being worked on as the Enviroo planning application is still under consideration by the powers that be. I suppose the more cynical could suggest it could be a case of getting one step ahead before any restrictive "bird nesting" considerations can be applied."
Please refrain from suggesting that progress on construction at Protos is further ahead than what it is i.e. references to "steels", as it may mislead others.
PHE is a sound company with excellent potential - it does not need unnecessary distorted ramping.

Not much to report on from the Protos Site this week - since Plot 10B was cleared and levelled, all the groundwork appears to be concentrated on Plot 13 (adjacent plot), with spoil being trucked in and bulldozed into a considerable mound.
A little surprised that Plot 13 is being worked on as the Enviroo planning application is still under consideration by the powers that be. I suppose the more cynical could suggest it could be a case of getting one step ahead before any restrictive "bird nesting" considerations can be applied.

BT - No problem.
I'm sure the contractors will crack on with the construction, without any liquid persuasion, once we have the access road to the site in place.

Castlepaul:
Regarding your comment:
"I wonder how the steels are going inn."
Whilst I understand the enthusiasm and wanting progress at Protos to move as quickly as possible can we keep it real and fact based, as we don't want to mislead anyone.
At my last visit to the site (Jan 16th) Plot 10b had been cleared and levelled, with very little further activity. The majority of the ongoing work was on Plot 13 (adjacent to Plot 10b), which I believe will be the Enviroo site (previously ASD).
I've posted a couple of vids on youtube. https://www.youtube.com/channel/UCr6GsZVx-rLh_MwORpVi1Tg
I'll endeavour to get to the site this week-end to have a peruse on progress and will update accordingly.

Broker warrants to Turner Pope for arranging the placing of 9th sept, see bottom of RNS of that date.
Small discrepancy in volume though.

"Broker Warrants

Turner Pope has been issued with 5,395,260 warrants to subscribe for new Ordinary Shares at the Issue Price, exercisable for a period of three years from Admission."

A bit wild and windy on Protos this afternoon but two updated videos attached.
https://www.youtube.com/watch?v=iPqGdSJGtrs
https://www.youtube.com/watch?v=SYA7uoos8zI
From what I can tell Plot 10b is pretty much as was with the majority of the work being on Plot 13, which appears to be "build the largest mound of spoil you can".
From memory, I think the planning application for Plot 13 has been made by Enviroo, (PET plastic recycler),which has links with Advanced Sustainable Developments.

Very disappointed to see this mornings RNS, but to me, not totally unexpected. My concerns were raised with the announcement of DR stepping down from the CEO role, in June of this year and handing over "stock market relations", (or somesuch) to TY, with immediate effect at the end of last year.
DR has made considerable progress for the company as CEO, with the emphasis being on overturning KA's approach to the financial model, and taking a non-dilutionary, strategic partnership and licence fee approach, going forward.
I'm reading that there was a difference in opinion regarding the financial model since the merger/takeover of W2T.
If the equity raise is purely to accelerate the building of the Protos plant, so it can be the shop window, and PHE reverts to DR's financial model for future projects, all well and good, but we'll need to wait and see.
Telephoneman posted this morning that on a shared revenue basis (assumed 50%) the future revenues per plant would be multiples of the licence fee, but from this mornings RNS:
"The Directors consider that these steps are beneficial for the Company's future and are likely to bring forward the date on which licence fee income, which is expected to constitute the principal portion of the Company's future revenue, will start to be received."
So, even though we may be carrying 50% of the capital cost, the £500K per annum licence fee is still the " principal portion" of future revenue - not much in terms of shared revenue then for PHE, or is the licence fee going to be significantly increased if PHE continues to make a 50% contribution to capital cost.
It's all gone a bit murky here since TY and the White family have got involved and will remain an ex- long term shareholder until the mists have cleared. I'm happy with a 20x return on my initial investment and will stay on the sidelines until clarity returns to the financial model.
I note some discussion about the Protos plant being up and running commercially by end March, ................seriously ?? within 10 weeks ???
The sub-station has been ongoing for 6 months at least and still not finished.
That appears to be a mis-understanding around the words in the RNS, regarding getting financial closure by end of first quarter.
Quite happy to keep an eye on site and report back on progress, the exercise does me good.
PHE has an excellent piece of technology which has potential on many fronts and will deliver significant benefits over the coming years.

A somewhat disappointing response in sp to a piece of excellent news for SAV. The probable sale of the residual placement shares, within the rise may have supressed a stronger response in sp.
Everyones patience should be rewarded in due course.

Its been a long wait for some sustained positivity in SAV, could this be the start of good things to come?
Suffered the ups and downs for 6 years now and looking forward to a good 2021.

Best wishes for the New Year, Kenny, and to all concerned with PHE.

A clear frosty day here in Ince village, so I took a walk down to the Protos site and all is quiet ( as to be expected on Plot 10B).
Took a couple of videos and think I've managed to upload them to youtube.
https://www.youtube.com/watch?v=2qV8hFKh8wo
https://www.youtube.com/watch?v=98hPUE3q8AI

Excellent news today regarding the progress made to date, not only on Protos, but with consultation on the next two sites to be initiated shortly.
Good to see the aerial views of Plot10b which help put the ground level footpath views into context.
With the ground works well underway and utility and service works being started, this will need paying for. So would expect the confirmation of financial close on the funding of the Protos build, not to be too far away in the near future.
The majority of ground levelling must now be complete as the two excavators have left site and could only see the bulldozer levelling off this afternoon.

Nefabeta:
If you want to drop a post on here with when you intend to pop down, I can try and meet up with you on the outskirts of the village and bike down to the site.

Occy
Just cross reference that article schematic with the Plot availability plan from the Protos web site (link below), and you should get your bearings.
https://www.protos.co.uk/site-availability/
Our plot is 10B
The "access road" on the protos plan, that looks like a river heads back to Ince village and Elton. Forward from the roundabout it terminates at CF Fertiliser plant (the grey smoking plot on the plan)
For an overview cross reference the Protos plan on "Google maps" or OS website.