Member Info for LedZep

Wondered what caused the sudden drop to 4.30 yesterday morning.
Late reported sell of £28.33k

Stokey:
Have you got a link/source to that info ?
Cos "commissioning plant around September" is ambitious to say the least, as I understood DR/JH were hoping to break ground towards the end of the year.
I am taking "commissioning" to mean all plant and processes tested and ready for sign off.

Not sure where the apparent two months delay comes from, but as I posted here was the discussion I had with JH, DR and a representative from a Planning Consultancy (whose name escapes me), at the recent local community events, the general consensus for submission of planning was end of June/early July.
So my understanding is that we are 2 to 3 weeks delayed, which with 4 organisations involved (Peel, Waste2, PHE, Consultancy) it doesn't surprise me we are a little delayed. So, my interpretation of the delay, is a group wanting to get the detail correct to aid the smooth processing of the application.
I would expect an operational update prior to the AGM explaining what the exact situation is re: Planning Application

Good find Dodger.
Howard White painted the kind of picture that I expected DR to do on the World News thing - something that joined the dots between the problem and the potential solution, that people could grasp.
Shame PHE was only mentioned the once, but any PR is good PR.
If the funding does come from the Far East/China it will be a sad reflection on the "Northern Powerhouse"/ "Hydrogen Alliance" groups that purport to support the North and this kind of technology.
HW did mention a couple of possible customer names, did anyone catch them ??- I'll have another listen.

Just watched the BBC world news item and I have to agree with Vanheka, that was a royal missed opportunity.
I've met DR on several occasions and his technical knowledge, from what I understand is just what the company needs, and he is a lot more confident and self assured on a one to one basis.
I get the impression that there is a lot of different type leads that DR is trying to progress, from the UK, US and Far East and this is creating a mixed message e.g. the reference to cleaning up the eight main rivers
To some degree the interviewer didn't really try and tie in DR's explanation of the potential solution and the environmental plastic problem that was being expounded by the other two interviewees, and it then became the usual "plastic complaining " session.
IMO is time we had a multi-plate spinning PR professional who is capable of effectively marketing a potential solution to a significant proportion of the global plastic problem and DR can concentrate on the technicalities that will eventually deliver shareholder value, in terms of the plastic solution.
Don't really know the significance of a small tech company getting a slot on BBC world news, but IMO we didn't do it justice and if we are to get more world exposure, we need to up our game.
No disservice meant towards DR, as he is excellent from a technical viewpoint, but now is not the time for a "jack of all trades", we need to engage with the relevant professionals.

Great oaks from little acorns grow !

Encouraging interview with DR. Got the impression that there is a lot going on in the background and DR was a little guarded regarding what he could divulge.
Appears that there are quite a few ways being considered, of monitising the DMG installations, DR mentioned a couple of times of "selling the process", which was new to me.
The mention of US, was interesting. Just wondering if the leads in the US are being pursued by KA, who moved back there in Feb, and the RNS at the time said he could be available for consultation work.

Seems like someone has 1818887 reasons to be invested somewhere else. I think a longer investment period than 69 mins is required here to see a return.
Hey ho, ta ra £209 plus charges

Link below:
https://www.dailymail.co.uk/sciencetech/article-7235913/British-scientists-create-world-method-turn-plastic-waste-electricity.html#comments

Not sure whether this has been posted previously, but it looks like the Planning Application for the DMG @ Protos will be the catalyst for Waste2Tricity going public, possibly by the end of the year, which could be the fund raising channel.
Page 2 Next to last paragraph.
http://waste2tricity.com/dl/W2T-Radio4-Release.pdf

Eyes peeled, Stokey.
We usually get them pinned to the telegraph poles on Marsh Lane that approaches Protos, the back way.

Several points here, which have been touched on by others, but I feel worth summarising:
- additional shares issued are less than 2% of total in issue
- issue price 11% - 33% Greater than existing ask price
- suppliers/partners willing to take premium priced shares for services/goods provided
(so how can they dump them at a profit ????? at todays price)
- The big one for me... no additional cash raised for working capital, after all it was an ideal opportunity. Which suggests to me, that the paid for tests for feedstock, in the new lab are gathering momentum.
- Attention needs to be paid to the wording in the recent RNSs and the annual report about how the "delivery model intends that customers will fund the development of the DMG process, including the first project"
Obviously, this doesn't rule out further equity issues and some dilution, but I get the impression they will be carefully managed within the constraints of the delivery model.
Somewhat entertaining, when the "Issue of Equity" title is seized upon and the auto mode de-ramping cliches appear, without grasping the importance of the detail and the backdrop.
Glorious day in Ince, today, may have walk down to Plot 10 and see how much the grass has grown.

More info from MV.
https://www.linkedin.com/pulse/has-powerhouse-energy-found-solution-what-do-waste-we-michael-vidal?articleId=6539905401813512194#comments-6539905401813512194&trk=public_profile_post

Morning star mention :
https://www.morningstar.co.uk/uk/news/AN_1561634539413250100/powerhouse-terms-2018-as-breakthrough-year;-contracts-first-product.aspx

Good to see a steady sp rise on the back of the Annuals and the Japanese visit to the DMG.

A pretty good read, with encouraging words around financing and pipeline, particularly :

"The Company's delivery model intends that customers will fund the developments of the DMG process, including the first project. The Company has sufficient existing funds for the pre-project stage and the Company's operational team is intended to become cash generating in 2019 through delivery of engineering and consulting support to customers for feasibility and development services."

The RNS also indicates that the demonstrator and new lab unit will be used to generate revenue by testing potential customer feedstocks.

Also PHE are "seeking to conclude agreements with local and international partners in 2019"

It also appears that there are two sites in the Ellesmere Port area that are ready for planning application but the Protos site is taking priority, from:

"The Ellesmere Port site that PHE agreed directly with Peel will be maintained as one of the potential locations. The planning and permitting application material for this site is completed, however our customer considers the Protos site offers immediate significant commercial benefits."

All in all, a lot to look forward to in the coming months.

There must be some model that would operate effectively for all interested parties, that would enable the large supermarket chains to take more ownership of the plastic problem.
This would have significant climate PR benefits for all parties involved and potentially reduce operating costs for the retailer.
Owing to the scale involved to meet the required efficiencies, my thinking was to base the DMG units at the Regional Distribution centres (space allowing).
This could be supported by customer drop off points at the Superstores for waste plastic, and possibly use the returning delivery HGVs, as the channel back to the Distribution Centre.
The balance between "customer plastic" and plastic that would have gone to landfill, would obviously be subject to some detailed number crunching, to optimise the running of the DMG unit, but in principle, there must be some mileage in getting the major supermarkets and councils/landfill agencies,directly involved with PHE and Waste2.

5p deposit on a pop bottle !!!!! Jeez, I remember when it was 3d, yep 3d or about 1.5 "new pence".
Used to go round the local park looking for discarded ones to take back to the local supermarket............... and we used jumpers for goal posts too.

Seems to be some Twitter activity re: addressing the plastic issue, but not much translating into PHE investment interest, in fact more the opposite.
Recognise the fact that proving the commerciality of DMG is some months away, I would have thought we would have moved forward a little, sp wise, after 3 BBC programmes, on the problem.
After watching the third programme and the major supermarkets pretty lacklustre response on the plastic issue, I Emailed DR with the following "Pie in the Sky" idea, - presently awaiting a response.

Hi David

Trust all is progressing well @ PHE and with the Planning Application for Protos, and you have recovered from the Consultation Events.

We have been watching the BBC "War on Plastic" and it does appear that the major supermarket retailers , Tesco, Sainsburys etc are playing around the edges, with their initiatives, with regard to the problem that they are significantly responsible for.

A thought did occur, that you may have already considered, around a "Plastic Neutral" theme was around locating a DMG unit (if space allows) at one of their Distribution Centres.

Usual approach, landfill waste plastic used as feedstock, electricity generated to power the Distribution centre, and ultimately Hydrogen to fuel the fleet of HGVs.

The re-processed plastic could be "netted off" the plastic going through the Centre, hopefully driving towards a "Plastic Neutral" Distribution Centre, which would be a massive flag wave for the supermarket chain to be climate friendly.

The financial model could be similar to Protos, with Waste2 and retailer funding development and PHE taking a licence fee.

I would think the first major retailer to take this up would steal a march on the other chains, leading to further demand for DMG units.

All very much dependent on space available and the willingness of the chains to make a significant impact on our global problem, but just wondered, from your experience, is it worthy of consideration?

Sav gets a mention in this Reuters article:

https://uk.reuters.com/article/uk-lithium-electric-europe/european-lithium-projects-gain-attention-amid-push-towards-electric-vehicles-idUKKCN1TE34T

I think this is the Outline planning applications for Plot 10A and Plot 10B.
https://pa.cheshirewestandchester.gov.uk/online-applications/propertyDetails.do?activeTab=summary&keyVal=LG38RKTE00300

https://pa.cheshirewestandchester.gov.uk/online-applications/propertyDetails.do?activeTab=summary&keyVal=LG38VITE00300

Don't know whether these docs will be expanded when the Detailed Planning is submitted or they may be recorded separately under individual records.
The notes under "Property History" appear to apply to the overall Outline Planning application for Protos.