Member Info for PlantPower

Great post and spot on @theyknowitall.

European gas supply still extremely sensitive and so many potential triggers in play.

Gas commodity linked shares will do well - #PXEN is in the Euro / Pound seats.

72 scm stated by Kevin (JV CEO) in recent interview.

With view to increase.

Even at that flow rate - and with current TTF’s, we will receive 5m+ per annum from 1 well at Selva alone.

Increase flow rate by 10%, increase Rev by 10%…

Lots of upside and current base rate is excellent.

Spanish electricity prices also surging, so expect El romeral annual income to be £500k+.

Add in a new permit at either Selva or El Romeral and this rockets 💥

Add in new permits at

Circa 650k buys printed / 100k sells printed

So 531k WH Ireland to sell today = 631k sells in total so we're pretty much net.

Yet nearly 10% down - expect a few buys early next week gets this back up quickly.

Nice 250k buy at 6.9 towards end of day, finishing strong.

#ACRM - bit of a firesale as WH Ireland were issued 531k stock for services as part of RTO and have dumped today, so great opportunity for those looking to get in early.

Notes for reference and recent interview:

✅ Biggest opportunity is North America (NA) - building pipeline, mostly from partners (circa 6 months sales process)

✅ Partner manager appointed last year to build NA partnerships

✅ Partners in US similar to UK but also introducers with 150 FTE sales force

✅ £5.4m assets with plans to grow assets but primary driver on revenue (SaaS companies valued on multipliers of revenue)

✅ 5 or 6 x multiplier of rev for reasonable valuation

✅ Promising contract due in Q4 - inference akin to recent £450k contract - plus others

✅ Expects to win orders in US within next 6 months

✅ 1.8m Rev / 4.2m Pipeline

£5.75m mcap / 4.75p - seems cheap to me.

https://x.com/stockboxmedia/status/1708861432719188392?s=52

Https://twitter.com/Borg74/status/1712665395839095120

In homage to the rugby 🏉 World Cup….

…I think we’re on the cusp of that game changing line break!

Fundamentally and technically primed for a run back to 8-10p range.

⛽️ ⛽️ ⛽️ ⬆️⬆️⬆️💥💥💥

Https://news.sky.com/story/uk-gas-at-six-month-high-after-israeli-field-closed-and-finish-pipeline-deliberately-damaged-12981642

All points one way......and it's not even cold yet...

Buyers in...

TTF's above 50......

Ok - based on average post initial ramp-up production of 37.57 Daily TTF.

Quick calc shows circa EUR 738k / GBP 637k from 7th Aug till yesterday. Based on 37% PXEN share factored in.

Add 4 weeks production figures to that pre 7th Aug - 1.8m at avg of circa 30 EUR TTF = EUR 219k / GBP 189k.

Excludes Selva cash / income, PXEN rev circa £10k per day and £826k since production started.

Not bad with very little debt (which is expected to be converted to Equity).

I strongly suspect they will be converted to equity - these holders are known to Board and TR1.

Nice to see higher lows on SP - bodes well, plus nice chunky 300k buy today.

Https://www.reuters.com/business/energy/gas-pipeline-between-finland-estonia-shut-over-suspected-leak-2023-10-08/

20k share buy limit - looks like ready to move again soon.

If so, another lower low.

Each month that passes with profit being made - this company becomes firmer and firmer from a balance sheet perspective.

Which drives the fundamentals and then SP accordingly.

By year-end - we should have circa £3.5-4m in cash.

Https://twitter.com/hashtag/PXEN?src=hash&f=live

Ok - I’ve got it posted on Twitter under #pxen

*** = ****

https:

//****/joinchat

/k3k0hhqqkqlhmwi0

copy / paste above together

https://**************k3k0hhqqkqlhmwi0

Holding - 1 of the TR1 has just converted loan note to add 6m more, circa £250k purchase....shows confidence.

All TR1's have held for a long time now and expect in for end game - major development of assets, or imho, buyout.

Agreed - it's cheap.

£5.4m value of assets ☑️

£493k cash 💰

"Strategy:

~ Develop its business to deliver long term, sustainable growth in shareholder value.

~ In the short- medium term this is expected to come from organic growth & thereafter may also come from complementary acquisitions."

https://twitter.com/acuity_rm/status/1707304265293693345?s=52

Exciting times ahead....key with these type of shares / opportunities is to load up when no-one else is looking and just wait for market to catch-on and big contracts to land.