Member Info for pomander

Probably not stock specific - maybe just a risk-off trade due to current economic uncertainty.

Bunion - TW and JM are arch enemies - no love lost between them. If you were worth a billion, so able to afford to do so, wouldn't you want to live longer if you could ? Its wahat te big guns are all investing milliions in. I think you are correct , onwards and upwards now and hopefully RP's stalker will rear his ugly head at some stage !!!!

The DBC investment has been suitably wirtten down in the results. A management clearout is probably sensible given their failure to deliver. Results confirm that the Group has further progressed the preparation of the NDA to the FDA. Surprised Recoradti didn't walk Surprised the launch went ahead on a multi territory basis Surprised Recoradti paid up Alq- I think your crystal ball needs a polish, track record not looking too sporty here.

Piltick - may I also remind you that this specificthread was created by the claim that ''PHE's unique position in being able to not only offer low cost hydrogen but also the fact that the G3 is small enough to be installed where demand is.'' I was simply referring to this comment and have not expressed any view on what KA and his chums, although from memory don't they project quize a sizeable rollout of Mousetraps throughout the UK? Unders this scenario demand will be at places such as filling stations , hospitals, school and supermarkets as examples. I disagreed with this model when it was first peddled on here and now you sem to be critcial of me whilst at the same time agreeing with my view on athe flawed model of a UK carpet bombed with Mini Mousetraps. May I also remind you, and if you will not take my word on this check previous posts, that it was not that long ago that there were an abundance of posters claiming just this as the business model, as indeed Telephoneman and his merry men continue to do.

Thanks SOTRR

That was at the old �100 price - when reduced to �20 pre Xmas it sold out very quickly but I don't know what the inventory levels were, was but safe to assume quite small as no impact/mention in 2017 results. I have a can on ice awaiting my return to Blighty, before I attempt to smuggle it out to sell in Rome for a multiple of the �20 paid ! Its tricky as I am meant to tell the Pilot than I am a Fortacin mule !

Bumble - may I remind you that the thread began with the following comment. Seems that you are agreeing with me. PHE's unique position in being able to not only offer low cost hydrogen but also the fact that the G3 is small enough to be installed where demand is.

I have always belived UK could be a significant market but REcordati have no sales network or presence so not top of their agenda. More creative forms of raising awareness (within teh rules) will be needed but if the E5 slaes o are good and feedback positive it will n ot take long for UK suffererres and life stylers to want to give it a go. This will be via private prescriptions so all the nonsense about NHS blacklisting is completely irrelevant anyway.

CI - that is milestone income and reported from external customers in the UK I presume because Plethora is domiciled in UK. Wording I garee is a tad confusing. Plethora is not an external customer - if they had segmented it as Europe might have been more useful.

In supermarket car parks, hospitals, shools, filling stations - you need to wise up.

Bignose - nice to see the �4 m , nice to see it, to see it nice. Came in well ahead of schedule - was menat to be weeks if not mnonths away ! No amendment to the FDA time table either! Apparently all progressing well. Surely that's a porky pie !! What on earth was all that waffle about Macro Economic conditions?

The Mousetrap might be small enough, but that�s only half the story. Space will be required for the significant supplies/storage of tyre crumble and plastics to keep the Mousetrap hard at work. Space will be required for infrastructure and access for transportation and delivery of waste. Who wants piles of waste and an explosive commodity such as hydrogen on their doorstep? Best of luck getting that by local councillors If the objective is to produce hydrogen in the most inefficient and expensive manner with zero chance of gaining planning permissions then Phe certainly have the market cornered.

And how dissapoiting they are- can't find anything new or anything to get excited about. Even include some very poor wording. Why does JG use the phrase scheduled in reference to events that have already happened ?

I am afraid Admin is not going to rescue your losses- time you all grew up and faced up to what is happening before your very eyes.

Bignose - don't read too much into SP movements on such small volumes as they are not indicative of any trend. There is no effort being made to become a diversified pharma company, its all a bit of a facade at the moment. I have no idea what efforts have been taken to educate the investor community but It seems very little. To remain silent on the DBC given the earlier announcements is also pretty appaling. Hopefully some better news later today.

Piltick - Fortunately I don't need to and quite frankly given his track record I would not beleive a word KA says- its all on record, just go back through the RNS's and make your own mind up. To top he all he grants himlelf 30 million shares at bargain basement prices!

Piltick � you are not being thick but look at it this way. It�s not just KA and David Ryan who will benefit - W2T's two major shareholders are our old friends Yady International and AFC Energy. Howard White also has a holding. So if say 100 pounds of profits accrued from an EfW project, without this agreement they would all be available for distribution by way of dividend to Phe shareholders � subject of course to the small matter of an accumulated loss on the profit and loss account of circa 50 million pounds that has to be cleared first ! So no dividends likely to KA through that route on his options if ever exercised. Once 50% of the profits are diverted to W2T, they can pretty much do as they like with them as an unlisted company. KA and Ryan can simply participate by way of a performance bonus, salary or whatever mechanism is agreed. You don�t have to be a shareholder to share in the spoils. Meanwhile Yady and AFC receive dividends. W2T is completely isolated from dilution to Phe shareholders either by further share issues, profit sharing arrangements and any other funding arrangements. They get there 50 per cent come what may. But more concerning to me is that when one looks at W2T accounts filed at CH is that is has a balance sheet of straw and no track record of generating any meaningful income from consultancy services or project management. Its filings are on a small company exempt basis. If W2T were a major player with a strong balance sheet, industry contacts,( other than in Thailand !) and a competent sales force one might consider paying away 50% of the profits to gain access to those resources. That is not the case here. The arrangement for my money � stinks. It�s a horrible deal for Phe shareholders - totally unnecessary if the technology is as good as being claimed.

That's right Jabber - works like this- KA gets on the phone at Phe to himself at W2T and says screw the cooperation deal I don't need myself any longer. To which KA at W2T says, fine by me. Its not a question of intention - its a case on contractual commitment. As they say Ignorance is Bliss.

jabber- if it was not for the likes of you that continue to post such mis-leading nonsense, the services of the likes of me and Dolphin would be redundant. Phe are inextricably joined at the hip both operationally and via their comnmon management. If you have any doubt read the entire announcemenet and take careful note of the following extract. Subject to successful commercialisation, each of PowerHouse and Waste2Tricity will have a right of first refusal for WTE projects using each other�s technology for projects up to 1,000 tonnes of waste per day. The continuation of the right of first refusal is subject to a to be agreed minimum number of installations over each 24 month period. I suggest you check Waste2Tricity at companises house - it should be glaringly onvious even to the likes of you that W"T has generated no consulatancy fees in the past and has a balace sheet of straw. Its a horrible deal for Phe shareholders however you cut it. Face facts and stop making stuff up.

Flow77 - according to KA as reported by an attendee at the MI, he has worked at Phe for a pittance because his son and daughter have done well in life - surprising therefore that they have not bought any don't you think. ? Let's complete the picture though- in the year to 2014 he earned �100,000 plus options before it dropped down to 58,000 and then rose back to 65,000, in 2016 but do take into account he was only probably working a 2 day or 3 day week at best during these periods. The Mousetrap was out in Aussie. Gross it up and that�s far from a pittance in my book, and no doubt some nice expenses to add on as well. It�s amazing how accepting shareholders are here in the light that most have lost their shirts on this one. Piltick- you have no idea if Bond sold out because he needed the money - pure speculation on your part. He has an iside track on the technology via his Ore-Pro engineers and I can assure you if Phe had any chance of making him super rich that he would still be invested. Instead he sold out at absolute rock bottom. Don't ignore the obvious. Jabber - you spout complete unsubstantiated nonsense, designed to misled and ramp because you are losing your shirt on this one.