Member Info for LedZep

From a personal perspective, I don't share the confidence in charts that some posters have on this BB, (even though I am an analytical kind of person), particularly on a developing tech company listed on a volatile aim market that is subject to the ebbs and flows of investor sentiment and nuanced issues or news.
Having said that, it is a case of each to their own and PHE is heading towards an extended period of potential good news and we should hopefully see a corresponding uplift in sp.
CEO to be taking up position soon with supporting new NEDs, planning permissions regarding Protos and Glasgow soon to be on the Planning Committees agenda, which should lead us into financial closure with the SPV, and then real construction on Plot 10B at Protos.
Peel have picked up the pace regarding the access road to the plot in readiness for the construction traffic, so good signs all round.
My reading from the Peel NRE 2022 programme is that Plot 10B will crack on regardless of the other plots included in the Plastic Park Planning Application, so we should be without dependencies, in the short term, on the whole Plastic Park concept.
From a company perspective, we are moving to a 'good to go' position but global issues re: Ukraine, Russia, China seem to be taking the edge off investor confidence, at the moment, which is noticeable in the trading volumes in the stocks I'm watching. These issues could provide a little head wind, but hopefully they are dissipated by the time our good news comes knocking and the sp has a clear run.

Base layer of asphalt now laid on our access road to Plots 10B and 13, with continuing activity tidying the surrounding verges.
Looks a little incongruous with the road's abrupt stop on the edge of Plot 10B.
The Road to Nowhere (but not for long, I suspect)

It's been nearly 6 months since the planning application was submitted for the Clydebank site, and on checking West Dumbartonshire Councils website the next planning meeting is scheduled for the 16th Feb.
Hopefully on the agenda for that meeting.

Good to see commitment from Peel in their plans for 2022 for the DMG plant. Hoping that the solitary mention of the "Plastic to hydrogen Plant" indicates that this will progress on a stand alone basis with no dependencies in the short term, on the remaining units being constructed.
With the sub-stations being completed for import/export of power we should be good to go for syngas and power generation by the end of the year, IMO.
Bring on the new CEO and the announcement of the financing of the plant cant be far away.
Also Hdro have increased their holding by 500,000 + shares.

Additional polling results added by Pitagorica for 21-24 Jan indicating an increasing swing back to the PS (Socialist) Party.
Looks like Pitagorica are doing a rolling 3 day poll up to the election.
https://en.wikipedia.org/wiki/Opinion_polling_for_the_2022_Portuguese_legislative_election

This might be useful :
https://en.wikipedia.org/wiki/Opinion_polling_for_the_2022_Portuguese_legislative_election

Good to see the "variations" to Plot10B consented planning on the Feb 1st agenda.
It would have been a big bonus to have the Plastic Park Planning application on the same agenda, maybe March then.

Progress continues on the access road to Plots 10B and 13 with kerbstones now installed on the full length of the road up to Plot 10B.

Hi Piltick:
Just updated myself on the docs re: the Plastic Park Planning Application
I see that Andrew Russell (Tech Director) has responded to H. Honeysett (11th Jan Further Information) regarding the comments raised, and he deals with each in turn. Obviously it depends on how satisfactory the Planning Committee considers these responses to be. We shall see, in due course, hopefully on the 1st Feb as you say.
Must say, that having cycled down Grinsome Road on many occasions, the comments about a lack of cycle lane on the approach to Protos, do ring true, particularly if there is to be an increase in HGV traffic.

A couple of vids of Plot 10B from this afternoon.
https://www.youtube.com/watch?v=Y3RGzXqd1M8
https://www.youtube.com/watch?v=4LftoQvJNto

Piltick:
No problem mate. I'll try and get a video uploaded at the week-end, when there is less presence around the site.

Nice sunny afternoon for a walk down to the Protos site to see what is happening down there.
Firstly the Covanta site (Plot 8) is very busy with piling and cranes constructing concrete superstructure.
Plot 10B is very much as it was previously, still a shrubland.
However, work has recommenced on extending the foundations of the Plot 10B/Plot 13 access road, up to Plot 10B itself, with aggregate laid and being consolidated as we speak.
Kerbstones have been delivered and were being moved on pallet, to position on the access road, in preparation for being laid.
So, some progress but still very much focussed on the access road, as we would expect. So I assume next steps would be kerbs and then asphalting.

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.

Good to see some potential light at the end of what has been a very dark tunnel for the holders of Sou.
Long may it continue.

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.