Member Info for observer842

http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issuerNo=00027876

Great read as ever! "Lithium Miner News For The Month Of February 2017" (Feb.27.17) http://seekingalpha.com/article/4050011-lithium-miner-news-month-february-2017 === My conclusions are: China knows the EV boom is coming, as they are driving it. The battery manufacturers know it is coming also. See below. The smart money knows the EV boom is coming. ... Whichever way you look at it if EV sales take off in 2017 and we move rapidly to around 8% of new car sales being EVs by 2020, then we will need every tonne of lithium that the lithium miners can produce, and supply shortfalls may be common place. ... Dr. David Deak's presentation on lithium demand was also very interesting, and a must read for serious lithium investors. His demand expectations are well above the experts, particularly as he sees a faster and full transition to electric vehicles (EVs). I also think the experts are underestimating the demand side. === Probably the best summary he has done to date. Shame he didn't pick up on BCN's Zinnwald Lithium Project news, but at least he acknowledged that last month he slightly under-reported European Metals resource. Also, I find it a bit odd that the forecasts for lithium demand remain focussed on EV's, when in fact stationary storage, driven by the Solar boom, will likely be comparable if not greater by 2025. Nice table: "Lithium demand forecasts by the experts (ktpa LCE)". Hope he keeps adding to it. Perhaps we should encourage Tony Seba to contribute? ;-) Supply is almost certainly going to be short, and it'll be critical to the business plans being forged today that Lithium is able to be procured at reasonable prices. Therefore I'd be extremely surprised if we aren't currently in negotiations with the battery companies to strike a deal involving our lithium pies. Secure supplies. Early! Of course I still wonder about Tesla. Just where are they supposed to procure the volumes they will need at prices which don't break their business model? Presumably sub $6,000/t LCE. If it isn't us, then it'll be someone else, and that is a lot of lithium sucked out of the supply side. Perhaps: "Salton Sea geothermal plant would use lithium tech that caught Tesla's eye" (Feb. 10, 2017) http://www.desertsun.com/story/tech/science/energy/2017/02/10/salton-sea-geothermal-plant-would-use-lithium-tech-caught-teslas-eye/97743092/ === Critically, Alger officials say they've secured financing to build a full-scale lithium plant - and a 10-year contract to sell the lithium, in huge quantities that would reshape global lithium markets. The contract is with TZK Ventures, which itself is a partnership between Talon Technologies Group, a Washington, D.C.-based technology firm, and China-ZK, a state-owned energy company in China. === I'd wager we are looking very attractive at the moment - especially to European gigafactories! Ob.

I think I'll skip on the DL debate: he's Marmite, you either like his style or you don't! But I will say this, you'd be as equally foolish to blindly believe his twitter comments as you would be foolish to blindly disbelieve them! ;-) So it comes down to probabilities - as it always does. You do your own research, looking to the past, trying to figure out what is good, what is bad, what went well, what could have gone better, and you look to the future, what could go bad, really bad, what could go good, as in great - and you weigh up the total risks of each, against the total rewards, and you make your decision: buy, sell or hold. I did that with INSP when I first invested, and I've done it again since I started posting at the beginning of this year - summarising the salient bits on this board for all to see: aren't I nice...? ;-). At this point in time, at *this* share price, at *this* risk with *this* potential reward, I'd say INSP is a buy, potentially a strong buy if you have appetite for risk, with potentially large reward in your portfolio - and of course can stomach, or just ignore, the mud slinging. I am of course completely aware that fund-raising in the short term is a possibility, but also equally aware that something akin to a joint venture or (partial) sale of our technology to a company that has the resources to bring the inspirit charger to market is just as likely in the offing, as well as a myriad of other possibilities. Silence speaks volumes. It's just a little too loud at the moment to decipher! ;-) If it's fund raising from "associates" of INSP, sure they'll likely get the shares around the last placing price, but if we are talking a sell out, to the highest bidder we are likely talking several millions (look at how much has been invested to date to get our technology to where it is on the development to commercialisation curve). From here I'd say a JV is likely in our best interests for maximum long term value out - but who knows what John Gunn and David Lenigas "originally planned"! ;-) As promised in the title of this post, I also think I've spotted a potentially very ludicrous proposition which an energy company seeking to (further) improve their green credentials might want to sign up to pronto, beyond what I suggested the other day. Here is the summary which I'll likely expand on at some point: Green gas from "grass" + H21 Leeds (and ultimately UK/worldwide) + CCS/CCU = Profitable Carbon *Negative* electricity production in the home/business. If this isn't a unique selling point for a world beating mCHP technology with very short pay back times, without FiTs - I don't know what is!? ;-) @James_cleeve73 & @graham-wales - are you sure you are right about your call? Really sure? Not tempted for a little flutter? ;-) Ob

It's a reputation thing for DL. He does love his predictions! One thing is for sure in my mind, he certainly knows much more than anyone posting here at the moment... Of course we shouldn't hang on his every word, but you have to give some weight to this: @DavidLenigas 12:29 pm - 4 Jan 2017 === @brighouserecord @DMacMe2007 @inspiritenergy John Gunn and I know this is going where we originally planned. Change the world. === shortly after he met with John Gunn that day - unless of course they originally planned for INSP to go in the bin! ;-) Ob

Sigh - I'm also not David Lenigas, John Gunn, or anyone else currently or previously connected with INSP or any company INSP has or has had connections with - I'm just a private investor, invested in INSP, because I truly believe we have world beating technology! ;-)

You're killing me. ;-) Let's get this straight. Not only are you not able to find a single piece of information wrong in the report we paid for: "Inspirit Energy - On the cusp of cogeneration commercialisation & trading at a fraction of replacement IP cost" (13th June 2016) http://www.alignresearch.co.uk/wp-content/uploads/2016/06/Inspirit-Energy-Align-Research-13th-June-2016-Final.pdf but now you think *I'm* being paid to be here? You do realise how ridiculous that will sound to anybody who takes the time to check my posting history (far too much time on REM!) Next you'll be accusing me of being John Gunn or David Lenigas. The horror! Admittedly I'd probably take either as a compliment deep down. ;-) Talking of which, I presume you pay no credence to the following DL tweets: @DavidLenigas 9:43 am - 4 Jan 2017 === I predict this will be the year for Inspirit Energy @inspiritenergy and it changing the world to a much better greener place. Less CO2. === @DavidLenigas 9:57 am - 4 Jan 2017 === @DMacMe2007 @inspiritenergy I'm meeting John Gunn in 10 mins. === @DavidLenigas 12:29 pm - 4 Jan 2017 === @brighouserecord @DMacMe2007 @inspiritenergy John Gunn and I know this is going where we originally planned. Change the world. === @DavidLenigas 9:49 AM - 9 Feb 2017 === @brighouserecord @inspiritenergy Inspirit techlogy heading off shore IMHO. World beating. === We might not be getting updates from the company of late (reasons unknown!), but our previous Non-Executive Chairman appears to still believe in INSP. Of course we should take those tweets with an appropriately sized pinch of salt, but believe you me, looking at a share price to get the true value of a company, as most dampers I've come across seem to delight in, is foolhardy to say the least, particularly on AIM: To quote Benjamin Graham �In the short run, the market is a voting machine but in the long run, it is a weighing machine.� If and when sentiment changes here, the votes will swing quite rapidly towards the true value of what we have here. I'm happy to give you the benefit of the doubt once, and answer your acquisition plainly: I have not, am not, and expect not to receive payment in any form by anyone for what I post on this board, or indeed on any board of the LSE chat forum. However! If anyone does want to pay me, and I choose to except, then that would be nice. Of course I'd feel compelled to sign off with a disclaimer on every post I wrote... ;-) Ob

Of course several views are probably me! If more people could get to watch that interview - and *believe* what JG is saying and his projections well... Share the video people! ;-)

I'm guessing this interview was off the back of the align research agreement: "CEO Interview: Inspirit Energy’s game changing appliance for markets" (Jul 26, 2016) https://www.youtube.com/watch?v=KTMYDUJnflE Problem is, only 98 views....

Regarding payment for the report: "Inspirit Energy - On the cusp of cogeneration commercialisation & trading at a fraction of replacement IP cost" (13th June 2016) http://www.alignresearch.co.uk/wp-content/uploads/2016/06/Inspirit-Energy-Align-Research-13th-June-2016-Final.pdf "Our Services" http://www.alignresearch.co.uk/our-services/ === Somewhat uniquely relative to our competitors, and in line with our philosophy, ALIGN Research only accepts clients onto its books that we actually believe in. To demonstrate this, we actively look to take payment almost exclusively in equity (or apply payment to the purchase of equity) and which therefore ALIGNS (hence the company name) our interests with you and your shareholders. === Of course there is nothing to say that they haven't sold out by now...

@Wingnutter - It's great to see you couldn't point to a single line wrong with the analysis in the report. ;-)

And another thread take down on flow... The truth must be hurting. Come on INSP - gap in the market and all that! ;-)

And whilst I'm thinking about blusterings and evidence... "EXCLUSIVE: Inspirit Energy - cash run out? Supplier has to go to Court to get paid" (11 November 2016) No link from me - google it if you are interested. If that were true, which it might be, then I would have thought it would have shown up here: "INSPIRIT ENERGY LIMITED" https://beta.companieshouse.gov.uk/company/07160673 or here: "INSPIRIT ENERGY HOLDINGS PLC" https://beta.companieshouse.gov.uk/company/05075088 by now - and should certainly have been mentioned in our annual report: http://www.inspirit-energy.com/investors/results-reports-presentations published at the end of December. Fake news is real. Agendas... Ob

You know who appears to have had a vendetta against Nilesh Jagatia for some time looking back through his posts the past few years. In fact I'd be as bold as to proffer that's partly the reason why our share price has taken a bit of a tumble of late (sentiment). His interference in INSP has certainly felt a little bit, tortuous, at times, and possibly why this share is particularly unloved/undervalued by the market - makes it a nice buy of course for those who don't pay much attention to such blusterings and focus on the fundamentals. ;-) But I could be wrong, perhaps he isn't suitable in his role at INSP - but where is the *evidence* to reach this conclusion? No-one has pointed out any issues with our accounts that I know of.

I read far too much of the FLOW chat forum today going back many months... If poster @tm1978 http://www.lse.co.uk/member-info.asp?nick=tm1978 is to be believed, there are quite a lot of shenanigans at play over the fence! Perhaps it's because I'm a bit biased towards INSP, but unfortunately for those that overly protest at her postings, even going to such lengths to get the thread removed by replying with foul language (it's an old trick...), she appears, to me at least, to be coming across as the voice of reason in a sea of bluster and ramp. There is a lot to read, and I feel slightly uncomfortable at trying to give a decent summary of the conjecture here, especially as there is a small possibility that it is her that is being "fake". But the bottom line from everything I've read today is that even if the FLOW mCHP boiler is not having (teething?) problems, on the face of it, it is a significantly inferior product to ours on several fronts - the most important being that due to our higher electricity to thermal power ratio, 15kW(t):3kW(e) compared to their 14kW(t):1kW(e), gas customers buying an Inspirit Charger will very likely find themselves in "profit" much sooner: larger houses and businesses should be biting our hands off when we finally have a product to offer! Yes I said finally... ;-) Ob

@Wingnutter - and please take a careful, critical, unbiased read of: "Inspirit Energy - On the cusp of cogeneration commercialisation & trading at a fraction of replacement IP cost" (13th June 2016) http://www.alignresearch.co.uk/wp-content/uploads/2016/06/Inspirit-Energy-Align-Research-13th-June-2016-Final.pdf === Benefits give the potential to become the UK's leading mCHP product. With the price of electricity typically being 4 to 5 times the price of gas, substantial savings can be made on utility bills from using the Charger, *even without the benefit of Feed in Tariffs*. The Charger has a number of other benefits for customers including a fast payback period, easy installation and low maintenance costs. === If there are any sections that you don't understand or think I might be able to elaborate on, I'm happy to help. Perhaps you are able to save me a trip to the psychiatrist by pointing out in a well reasoned, calm and collected manner why INSP isn't *potentially* a very decent risk to reward hold/buy at this point in time, at *this* share price, on its journey to commercialisation? Ob

Wow - I didn't even realise I'd upped my opinion from buy to strong buy as of late for INSP - that's what happens when you research a company that has potential! Try it... ;-) I've downgraded it for this post though - INSP is still a considerable gamble from here IMHO: not for the faint-hearted.

It's a reputation thing @111baker. He sees INSP as being a success - perhaps even this year - I do too, I'm guessing others are fearful of silence: I don't particularly like it, but sometimes you have to be brave and buy when everyone else is selling - especially if you have DYOR and don't like looking a potential gift horse in the mouth! ;-) @DavidLenigas 9:43 am - 4 Jan 2017 === I predict this will be the year for Inspirit Energy @inspiritenergy and it changing the world to a much better greener place. Less CO2. === @DavidLenigas 9:49 AM - 9 Feb 2017 === @brighouserecord @inspiritenergy Inspirit techlogy heading off shore IMHO. World beating. ===

(This is quite a long post - skip to the bottom for important a potentially very interesting USP between INSP and ecotricity) The latest episode of fully charged: "Ecotricity - Green Gas | Fully Charged" (Feb 15, 2017) https://www.youtube.com/watch?v=LDHdSNJpoXs is an interesting watch which pointed me towards: "Our Green Gas" https://www.ecotricity.co.uk/our-green-energy/our-green-gas I've taken a read of all the material I could find on that site related to green gas, and I think I'll need to see a full cost benefit analysis, including a total cost of ownership and resulting cost per kWh to the end user, without government incentives, before I can truly buy into the vision. I suspect that with appropriate incentives and perhaps an introduction of a carbon tax it might make an attractive short to medium term proposition - but without these? Without seeing the figures we should certainly take this claim: "Green Gas - The opportunity for Britain" (November 2016) https://www.ecotricity.co.uk/our-green-energy/our-green-gas/campaign-for-green-gas/green-gas-report https://www.ecotricity.co.uk/content/download/1728102/36631822/file/green-gas-report.pdf === Distribution: We can use the UK’s existing gas infrastructure to distribute bio-methane through a highly efficient and nation-wide transmission and distribution network which provides heating for 80% of UK homes at no extra cost on our energy bills. It also means we can use people’s existing boilers. This is a major advantage compared to other forms of renewable heating like heat pumps, which require installation of costly and often bulky units in people’s homes. === "at not extra cost on our energy bills" with a pinch of salt! But this is the point why I'm posting this - it would be prudent to assume that although they haven't published their business case (and why would they!?) that the company has churned through the figures and decided that in fact it *is* an attractive proposition - one in which the end cost to the customer is of the same order as what they currently pay, perhaps a little more, or indeed, perhaps a little less: around 4p or so a kWh - surely they wouldn't embark on such a venture if the end price were significantly higher? And this is where INSP comes in - read the following very carefully: A customer of ecotricity purchasing/leasing an Inspirit Charger would be able to generate clean electricity as a side product of heating their premises, with a pay back time of a 3-5 years, enabled by the cost of electricity being 3-4 times that of gas. If that isn't a unique selling point to ecotricity customers, I don't know what is! I'd be quite impressed if we were in talks - if not, get to it already! ;-) Ob.

It's now 6 months to the day since the start of the CIBSE agreement: "Collaboration Agreement with the CIBSE" (16 August 2016) http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/INSP/12932369.html === The CIBSE will commence the project immediately, providing project management, execution and implementation in order to gather the data necessary to produce a report. Inspirit will provide access to its field trial data as well as offering technical and commercial guidance. It is expected that the final report will be published by the end of 2017. John Gunn, Chairman and CEO of Inspirit, commented, "It is an honour to be working alongside the CIBSE, an internationally recognised body of industry professionals. The CIBSE has taken a clear interest in micro-CHP technology, which they see as a serious and obvious challenger to the traditional boiler systems currently installed across the world." === Note the two paragraphs I chose to quote. The CIBSE started the project immediately, doing pretty much all of the work, and John Gunn stated the CIBSE as seeing mCHP technology as "serious and obvious challenger to the traditional boiler systems currently installed across the world" So 6 months on. No news. I presume from: === The peer review will be available to CIBSE members, the Government and its stakeholders, providing impartial information as to the application and benefits within regulatory assessment measures of this new and very exciting development in heat and power delivery for homes and commercial properties. === that if the government gets to see the report then it will be publicly available. Unless of course... ;-) Now where is that 6 months progress report? By the way, in case it isn't obvious to everyone reading this - in *theory* unless an RNS is released to the contrary, what is said in an RNS must be assumed to be continuing to happen. Therefore we are led to assume that the CIBSE are just getting on with it - gather the data necessary. INSP would be obliged to RNS something to the contrary if that were not the case as this is share price sensitive information. Just saying... Ob.

So what do you reckon? Who sells 6,224,406 shares at the all time low of 0.137p? My bet is on a stressed seller, or probably more likely, someone who has got fed up with lack of news and lost all faith in the company. I'm guessing it was a PI thinking they can make good of their losses elsewhere: and there will be losses - hopefully not too big though! Now of course if it isn't a PI then we might want to worry that someone knows something we don't... According to the capital structure: http://www.inspirit-energy.com/uploads/results_reports_presentations/1483098697-a75cfa2fb6552ea57/AIM%20Rule%2026%20Capital%20Structure%207th%20December%202016.pdf it isn't Neil Luke or Nilesh Jagatia as they only own 5,300,000 between them. It's very unlikely to be John Gunn! but never say never. I'd get my magnifying glass out if it was for significantly more, but not worth the effort really - there will be sellers, there will be buyers, and either will move the market at these low volumes. One thing I'm reasonably certain of, if and when volume picks up again on good news, the shares will exchange hands for significantly more than today's share price! But will it come good? Will there be news? When will there be news? Holding and or buying in now is indeed a gamble - but it certainly feels like the risk to reward ratio is good from here - a small free float (JG owns 39.9% of the shares!), and a market cap of 1.5m or so for a company that has invested 10's of millions on a world beating technology on the cusp of commercialisation, with the potential to be worth 100's if not billions of pounds long term. I'll tell you what, if John Gunn is able to pull this off, he is going to be one hell of a rich guy! So what is it to be? Is this company destined for the gutter or for the stars? Place your bets please. Ob