Member Info for Lowrisktrader

How did you hear that? I reckon it is likely though

Ha! Of course

You are correct but the important thing to be aware of is that the capacity mechanism is icing . The main business of Plutus is triad and stor which will generate income much sooner. Capacity mechanism is a long term play which will potentially generate upwards of £4 million a year to Plutus on 15 year contracts GUARANTEED . Buying shares in the next two years will be a very cheap way of riding the capacity mechanism gravy train! Triad and stor alone should generate upwards of £1 million per 20kw site. This is what excites me!

This slow drop back before the AGM is to be expected . I certainly hope that the BOD read these boards sometimes. They should know the level of frustration and mistrust they have created by their stupid way of allocating the shares. They could so easily have done it in a different way. Really stupid. It is an interesting and innovative company. I'm certainly in it for the long term. Just frustrated that the board shot themselves in their own feet. Still topping up level but could drop further.

AGM on 20th. Doubt we will hear anything before that...unless they give us some great planning news!!...or Rockpool fully funding three SPVs in less than 30 days...which from what I hear is likely to happen. Very exciting times....

I'm inclined to agree with this post from ADVFN ; by luckyphilip I am more and more convinced that although the RNS last week was clumsy it has been misinterpreted. The original financial value of the shares was £300,000 to each vendor . Since setting up the company the small management team has potentially got 700mw of sites with Rockpool and reliance. This is spectacular . Imagine if the share award had been done when the sp was 6p. The outrage shown by posters this week would pale into insignificance ! I reckon they are so excited by the progress that they felt it was an issue that needed dealing with straight away. It is not new dilution and nowhere in any communications from Plutus do they state share issues as part of their way of funding future projects. So, for the moment, I am taking them at face value and accepting the "no dilution" statements we have had. I'm sure this will be a question on many peoples lips at the agm.

Totally? I reckon that's a bit hasty personally. They made a mistake re the way they allocated shares but the bigger issue is when profits will show . Remember that each site will be looking at £1m ebitda three years from start up . That is mighty impressive if it works and with the current mandatory triad system , store and capacity mechanism I would say this is conservative.

Hi again!! I'm also interested in PEL. Is the Hamley thing relevant because it will give PEL extra market penetration?

yes you are right. A few sold at 2p as the price was going up the previous week. Indeed I sold one tranche at 2p myself (10% of my holding). I have since topped up twice on the way down so am back to my original holding

the no dilution thing ever is the bit that people are worrying about. I reckon there will be a lot of questions regarding this at the AGM. Would be great if they could re-affirm that and we could all believe them. Mad stork was right to sell at 2p and well done to him. I'm such a long term investor that I find it hard to sell so have held. Let's hope that BOD does enough to persuade the likes of Madstork that it is competent. If trust is restored I'm absolutely sure this is a long term winner. Encouragingly the likes of Phil Stephens and Charles Tatnal are very open with answering emails which is refreshing on AIM

but is holding some for AGM. He is a trader so sells the second he smells something he doesn't like. He may be back if he sees that the reaction was overdone

Thanks to Pablo for his contact with the Nomad. I do now see this as a temporary blip. It could have all been handled much better which would have kept small investors on board. For example Madstork who is quite widely followed was a big fan but has sold out. He is a trader but I get the impression he is also an investor on projects he likes and he felt all the right boxes were being ticked. Unfortunately sentiment is so fragile on AIM that a poorly thought through decision and RNS can have a terribly negative impact on share performance. I do acknowledge that the granting of these shares was always supposed to happen and that Plutus were badly advised in tying them to unachievable performance targets. In spite of all this we must not forget that Plutus is at an early stage of producing a company that will produce fantastic investment returns for the patient investor. I'm looking to add

damned if he does damned if he doesn't!. It's a sign of good faith. We all felt undermined by last week but I do think this is a good company and a good prospect. Strong buy still I reckon

All questions we can ask at the Agm .

mms will force this down in the morning for what will be a fantastic buying opportunity. Reading the RNS several times the market is over-reacting. I do think the BOD has shown naivety in its RNS but the case for Plutus to be successful still holds and anything around 1.25 will be great price to get in. Could even go lower

Actually I think it's 200 million shares which is a massive dilution. I don't understand why the feel they need to Make this change now. Things are going very well and profits lie in the future. At a current price of 1.5p they are awarding themselves £750k for their work to date. I can't see a lock in mechanism . Have I missed it . Disappointed as I thought Plutus was better than most small AIM companies

I actually see the removal of eis status for the future as good for Plutus . It is a sign that the government realises this is cash cow and that it doesn't need support. Plutus spotted this and got moving really quickly . Wealthy investors will be falling over themselves to invest with tax relief in next 30 days

are inviting investors to invest in 3 more companies with EIS

Don't forget that if you have a large holding and are planning on holding it is worth putting a sell limit on your shares. This stops shorters borrowing stock. I've put one in at 3p

I expect that in spite of the bullish comments in the RNS there will be an attempt by mms to take the sp down tomorrow morning in which case I will be adding!!