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Just been looking through the capacity mechanism pre auction document. There are two listed under Plutus Powergen for gas sites in Letchworth. https://www.emrdeliverybody.com/cm/home.aspx . Look at the TR-1 document In order to do this they must be close to or have planning and funding in place. This is very exciting news and the market has absolutely not priced this in.

So finally a big buy today with someone buying over 1.5 million shares . Maybe we will hear of more after hours. Looking like we could finally break up towards 3p and above. Much more liquidity on AIM This week which bodes well for us!

Sales are absolutely immediate from commissioning. They could be earning today. Plymouth site earned �1 million last winter. At the moment each site will get TRIAD payments this winter which will underpin that figure. Going forward gas will support renewables and income will be much higher (although more expensive to build out). Looks like electric vehicles and blockchain will create huge demand for electricity so smart players like PPG could really benefit

Slightly surprised by this sp not racing ahead. We have 5 sites lighting up this Autumn. One already RNSd which was sold into. Another two due for double sites, possibly both next week. Then we have the high possibility of gas sites and funding being announced very soon. Very odd time to be selling imho.

Absolutely correct. I'm hoping commissioning will cuddle the sp up to 3p. The real benefit comes this time next year when there will be a bidding war for our assets. The one thing that could well light the blue touch paper though is funding news on gas sites. This is not priced in at all. Indeed my understanding is that if/when they get funding sorted they are pretty much ready to go and sites could be built in 2018.

But oversold . The price of 3p was obviously a prediction of this announcement. The price has now slipped back to bargain basement territory but no hurry to buy. I'm stuck in and not selling but a very disappointing announcement

Properly above 2.5 now even with bigger sells than buys. Very encouraging.

Just heard that cantor back to buy rating with a target of 3.6

I may be wrong but I don't think the sell off was specifically tied to the Finance Director. Firstly he held very few shares, so it wasn't him. Secondly quite a few people knew he had gone. It wasn't a state secret. Thirdly I'm pretty sure that the drop encouraged a single distressed seller to dump their entire holding. I'm hoping they are out. There was a nice bounce today but we need more than a couple of blue days to say we are out of the down trend!

Lots of things to highlight, but little talked about is the reference to retro fitting battery to Rockpool sites....

Not sure why this wan't RNS worthy but at least gives some info; Q: Paragon Entertainment appears to have no finance director since the departure of Scott Dickinson. Could you give us an update on who is currently head of finance? A: Paragon�s former head of finance and company secretary resigned recently. The change resulted in a modest but manageable disruption. Mr Dickinson was promptly replaced by an interim head of finance, David McCabe, who has a significant amount of experience as a CFO and who will also assume responsibility for the company secretarial function. The backlog in the finance function has been addressed and the backlog in the company secretarial function is in the process of being addressed. Given the temporary nature of Mr McCabe�s appointment, it is not currently intended that he should formally join the Board of Paragon Entertainment Limited. We intend to appoint a suitably qualified permanent group finance director in due course, with the objective of strengthening the executive leadership team, further developing our systems, and supporting strategic initiatives.

This from Reuters article; Power and gas networks have become an attractive asset class among pension funds and institutional investors as their return is regulated by governments, giving investors a predictable source of income even when an economy is struggling. Chinese power and utilities companies have invested a lot recently in foreign power and gas networks, buying assets in the UK, Spain, Australia and Latin America.

UKpower reserve could be a model of what will happen here. http://www.telegraph.co.uk/business/2017/09/29/uks-largest-back-up-energy-generator-sale-ahead-earnings-boom/

I'm not entirely convinced we will get an announcement like the one we got last year with Lombard. I have a suspicion that this has gone a different route...possibly Rockpool lending but maybe a mix. Given that the engines are being installed something must have been arranged. Each company being an SPV it may not be deemed necessary to RNS. Plutus' own interest in each site is the �150k they get to manage each site. They will benefit themselves long term once the sites are either sold on or Plutus buy them out. Remember a 45% stake in each SPV could make a significant return for Plutus at exit point. my understanding is that Rockpool sites could be sold on 1st Quarter 2019 at which point we would get a massive lift to our bottom line.

From pictures on site looks like crumlin will be first as engines already on site. Stowmarket due to be on site in two weeks according to twitter.

Looking seriously in danger of slipping below 3p. This is really making me scratch my head. with turnover of £15.7 million and profit over £1 million likely how is this not attacking buyers? Maybe its more to do with our national psychology and the fact that with Brexit people aren't feeling positive about "fun"!!!

I note a question below. I believe rockpool Eis 3 years will be up in 2018 so a sale of some if not all rock pool sites will be on the cards from 2018 onwards. If one makes an assumption of sites being sold for around £12 to £15 million then after asset finance paid off I would expect around £4 million cash for PPG. From each site! Investors are still behaving as large potential returns are years off. They are not. They could be imminent ( within 12 months) . And that will only be the start.

Un talked about. Will the herd join us?

Quite simply - you are right. The market is being so slow to see the massive valuation that could very soon be applied to ppg

I'm sure that the introduction to JCB finance is way beyond an introduction too!! I notice from twitter , engines being installed at Crumlin site too. This could be the share of September!!