Member Info for Monty330

I was about to invest in this shower early March - I have numerous other share holdings which I analyse as best I can from avaliable info,so don't need any share chats to help.. But I couldn't on this one ,so looked for such help,which PP had already expertly provided. .My 'baseless disinformation' is in fact directly taken from QDE's accounts and financial statements (like PP who is much better at this than me and moreover, unlike me , knows the business) so hardly 'baseless nor disinformation. '

I might buy under 1p on the basis that the assets alone are worth more , but again that all depends on how the accounts have been 'presented'.

As usual great stuff PP -all financially based eviidence.Unlike you rampers..

I think the recnet huge gas price increase will also severely impact cash flows and day to day ops.

I think Lostit's next shrewd thoughts will be 'gonna double'.. 'fill yer boots' 'load up" and " double digits" coming .LOL.

The bags are all empty, mate.

Was that you blowing yet more pocket money and buying 78 shares at 8.08?

"Double digits soon...5p by Friday.... 4 p by tomorrow ...it is going up...get in quick..."

Comments like the above without any supporting evidence whatsoever are invariably made by the idiot losers of the world.

Meanwhile, I look forward to PP's latest evidence based assessment.....

Yes, indeed: he stumbled over the profit Q, then claimed the 30% as potential gross profits -70% on gas- without mentioning the operaional cost of turning that gas into electricity, plus the admin costs, plus the project costs, as well as the huge interest/loan payments.

It all sounds like a load of old gas !

This is indeed the classic 'suckers' stock. I just hope the suckers still invested get some of their money back.

After in fact doing my own research, verified by the excellent Petes, I can assure you this stock is definately not for me!

It will be a penny stock post results and then halve again when people realise that the constant net losses are just not sustainable.

The only good news is that it might not go under because the debtors will bend over to accomodate the losses via new debt agreements in efforts to get their investments back...meanwhile QDE will alsol have to accomodate the huge recent gas prices, which might actually be enough to tip them over. And, anyway, using gas to ignite the electicity does not have a sustainable future in the medium/long term

PP seems to be the only one who has attempted to assess this company based on some form of evidence, with nothing but puff supplied by its fans.

Revenue is indeed increasing, but with such small margins for net profit , combined with those debts, it reminds me of a dog going round and round in circles chasing its own tail..

I was actually considering whether to buy or not, but before doing so it like to know (roughly) if a business is profitable or not. Or likely to be so, for relative new ones.

Your point about a SP not necessarily going up on profit or revenue is a valid one- just look at the huge rise in this stock last summer which expicitly makes your point crytal clear. You also mention SP rises based on future earnings, which is precisely what I am trying to look at here.Perhaps you too can contribute something on this?

Re your last para, I am fortunate in that a desire to be as objective as possible, using verifiable facts, not only leads to better evidence based decision making, (not invariably) but, I find, also gives one better manners.

It's also dawning on me if the recurring financial and project costs remain, that, in order to generate a net profit of say 500,000k, they need to have revenues of 5m. !!!!

+The share dilution means that net profit would raise the SP by a point of a penny...a very small point!!!

Thanks. Look forward to it.

To be clear : Pye needs to generate revenue of 2m (up from 1.6 m) just to break even on operations alone. And around 3.5 m revenue is needed to break even after paying the financial and project elements costs.

The 6 month report to June' 25 shows a loss of 558k:

Revenue 727,488

Cost of sales (509,944)

Administrative expenses (288,929)

Listing and capital raising fees (43,043)

Project expenditure (129,701)

(Loss)/gain on disposal/de-recognition (110,969)

non-current asset Share in loss from associate (26,489) - -

Finance costs (177,316)

Loss for the period (558,903)

= a loss of 70k once cost sof sales and amin are deducted.

The next 6 months should be similar, so the annual loss for '25 should be around 140K

To which must be added the huge financial cost element- not a one off event according to the accoiunts- so maybe another -150k? + project expenditure around the same at 130K? Making an annual loss of around I million......Even if the financial + Project costs are much less-say half- you are still lookingb at a loss of around 850k.....

My concern (quite apart from the absurd and totally destructive dilutions) is that they still cannot generate a profit from core operations - not with the cost of gas being 70% + admin expenses. + Their revenue would have to hit 1 mil just to break even in '26 purely on the operational side ...and without the financial costs on top which means another loss is likely for this year.

You are quite right re max demand: the figure given for Jan at 1.8 mw was a one off and can't be used as an average for this year. (x 12.) which i did in my earlier post.

Ah, I see the 15 year capacity guarantee is for 6.5m -or 433k per year.

I assume this will be new revenue for part of 2025 -or did they sell to the grid in 2024 pre this agreement which was included in the 2024 accounts?

In fact how much are they selling to the grid and at what price.

I also assume that the 433k odd payment indirectly relates to the MWs sold to the grid,in that this is a guarenteed minimum payment for the MWs supplied, or not supplied. But those actuallyb supplied must surely be dedcuted from the 433k?

PS There must be op costs relating to the capacity agreement related to the MW for the MWs they actually supply to the grid?

Useful Info, thanks.

Do the capacity payments increase once the agreed minum is generated?

I hope so, as they can't seem to make any profit through just increasing production!

Sorry i do mean MW,Inv

As a newbie and a bear of small brain when it comes to sparks, can someone hep me understand:

The RNS mentions production rising to 20 MG when the third is built. Yet Pye is already producing 1.8MG a month -Jan 2026-- or over 20MG this year if it continues? Am i missing something ?

Also, I'd appreciate Puzzled Pete's -in fact both Pete's -views/estimates on net profit for this year 2026.

Thanks. Useful info.

I wonder if they hedged the gas price they have to buy? If not the recent rise will severely deplete their cash flow, bearing in mind the gap between its purchase and the eventual sale of electricity. And, indeed has the later sale been hedged -or no need with the various incentives ?

What net profit do you think Pye could make this year?