Member Info for Piltick

No doubt we will get many questions coming from many posters on here. Some of the questions will be similar or the same, and some will be more important than others. We don't want to be giving them a long list of questions so we need to make sure that the most important issues get priority attention in the hope that we get some proper and meaningful answers. So someone will have to carry out a consolidation and weeding exercise before submitting the list to Wendy. Is that something that you Eddie, and/or you Bumble are happy to do?

Note final comment by LJ: "As Kazera builds on production and delivers to its ramp schedule the Mine is not deemed to be in commercial production and the interim accounts have been prepared on that basis. The result of this is that all mine site costs have been capitalised with Kazera's accounts as development costs and the sales of Tantalite have been set off against these costs."

That seems like a good idea, Bumble.

Eddie: Funny that, I was thinking of making a similar suggestion earlier today! But as I won't be able to attend the AGM, I was looking at it from a more selfish point of view. I was hoping that someone attending the AGM might be willing to gather questions from posters on this BB, whether those posters are able to attend the AGM or not, and put them to the directors on behalf of the group. This would then give a chance to those who cannot attend personally to have their views or concerns aired. I'm not totally convinced the we need to keep the proposed questions secret away from this public BB. Most of the questions that will be put forward will probably have already been raised and discussed on here anyway, so it would just be a simple matter of keeping a running list on here. I would certainly be happy for yourself, or whoever undertakes co-ordination of this project, to have the discretion to put the most meaningful questions to the directors, and to discard any that are deemed frivolous, misleading or plain nasty! There has to be an element of trust.

I'm not going to get despondent until I get more information, especially to know what this 2018-19 comment is all about. I'm too much in the hole to get out now anyway! So it will be interesting to see if anything of value comes out before the AGM.

Here's another similar project, this time on home ground, Edinburgh. https://www.gasworld.com/solar-hydrogen-breakthrough-at-scottish-university-/2014419.article

There are a lot of Prices shown wrongly on LSE, but not all. Problem is, as there's no way of telling which is right and which is wrong, you have to check somewhere else to see if it's right or not!

An interesting article, PP. Is it likely that AFC might be in discussions with this company? I not that the article states: The Company anticipates completing this testing by March 31, and analyzing and publishing the data shortly thereafter. Could be interesting.

My thoughts also BumbleB. We can't expect orders until the company declares that it has perfected a commercial unit to sell, but of course we could get (and have got) MOUs which will ultimately depend upon completion and availability of commercial units.

We've already discussed on here, many times, the improbability of siting G3 units on forecourts along the roadside, and I very much doubt if Shell would want to do that either.

This is an interesting article found by a poster on AFC BB: https://www.bloomberg.com/news/articles/2018-03-23/the-hydrogen-powered-car-s-big-setback

My apologies sharesport, I should have done some basic research before putting up that last post. It is in fact being installed by ITM Power, and they use electrolysis on-site to produce the hydrogen. There are details on the ITM BB (LSE) and also on the ITM web site. They have installed, or are in the process of installing, delivery points at quite a number of Shell filling stations.

sharesport: Do you have any further info or links for this as a few questions arise in my mind that aren't answered in that video: - I thought that ITM were contracted to install the hydrogen delivery points at Shell filling stations, but clearly this one is being installed by Shell themselves. I wonder why. - I would be interested to know whether the hydrogen is being produced on site (e.g. by electrolysis) or being brought to the filling station by tanker. I'll try to do some research on these points but if you can come up with the answers that would be very useful.

IMO, I would expect a RNS around 3rd/4th April stating that the rig has been loaded and is on its way. I would expect journey time to be about 25 days but it depends on the speed of the vessel, say 10.5-11.5 kn.

These web sites have been getting it wrong for months. The rig is still at UAE. The ship which is most likely to be the one to carry the rig to Nigeria will arrive at Abu Dhabi on Saturday 31st.

Those initial payments to SRSP won't be reported as profits, they will be repayments of amounts already paid out by SRSP, until such time as all such outlays are covered.

pomander, do you really believe that KA and his management team are a bunch on dozy dingbats who don't have the capability to think anything through? I think it is reasonably safe to assume that they are fully aware of the space that will be required to site a commercial G3 unit and the associated feedstock. I imagine they will also be aware that certain locations would be totally inappropriate for such a facility, while other locations would be ideal, and surely they are capable of distinguishing one from tother. When you mention sites such as supermarket car parks, hospitals, schools, filling stations etc. I just do not believe that you are being serious, but that you are just trying to wind people up.

I thought I was talking to dolphin and not you pom. Perhaps I was mistaken?

No point putting those questions to readers of this BB, as we don't know the answer any more than you do. So when you put these questions to the company officers, let us know what response you get as I'm sure we would all be very interested.

Maybe I'm just being thick, pom, but I just don't see how KA would benefit personally by deliberately engineering a large junk of PHE's profits across to W2T. Of course, he is a director of W2T but as far as I'm aware he isn't a shareholder. So surely he has more to gain personally if PHE makes profit, rather than W2T, because of his options in PHE shares.