Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
No!
Desert - what does your post even mean? Do I need to send it GCHQ?
What did you used to do for AFC, was it clean the toilets or something?
Saw this on YouTube, I think it's the same Swazers as on here.
Great comment at 10.53 regarding PHE - find support at this pub :)
https://www.youtube.com/watch?v=AYAdEfl_xDk&t=620s
Steamin - it will only use the Panama Canal if stopping in the US, South America etc etc; which is why I said about not know where else it is docking etc.
I'd say the conversation is pointless as there's so many variables we don't know about, but Castle seems to think it'll be here in no time lol!
I like the Badger reference.
In fairness, you could use plenty of 'B' words to describe them and their posts!
If you don't know the port then that can make a huge difference.
Are you aware of the route for the vessel; Suez Canal or the long way?
The ship could be stopping in various places
Customs can annoyingly take between a week and 2 at either end.
I don't think the arrival of this is price sensitive, so maybe call the company and ask them?
Castle - you keep saying it's all self-sufficient, which would obviously be great. Do you have any actual facts and information on the amount of syngas that will be produced by the DNG, the percentage of energy this will provide, running costs to achieve this , the process for delivery, the costs of tapping off the syngas, the conversion process of the hydrogen to achieve the '9's, purity, where and how this will be stored and so on and on.
It just seems all very wonderland theories because someone in the company said this; but where are the details published to explain how it all works, generates enough energy to be self-sufficient and the actual costs of operating like this?
Sorry if this information has been posted before.
Manufacturers are also looking at developing Ammonia based combustion engines.
https://www.autocar.co.uk/car-news/new-cars/gac-and-toyota-develop-ammonia-engine-90-co2-reduction
In terms of hydrogen fuelled cars, there's a lot of hurdles to get over. Besides the cost and BEV's, minimal forecourts will have the space to store enough to last a day; due to it's density, it takes up a huge amount of space compared petrol.
The alternative would be to have ammonia in forecourts and crack that to deliver hydrogen on site, thereby topping up your own hydrogen storage tanks. Or maybe Ammonia engines are the way forward.
Still too many unknowns to put values on these things. That said, maritime and rail will be going Ammonia and converting it to hydrogen in situ.
Swazers, your comments without any relevant facts / sources are simply your opinion. My investments aren't based on someone ramping or deramping a share as you do. The words you choose are emotive and ramping, massive momentum & massively highlight...., stratosphere, world....
You then say, all arguments against PHE are futile – sounds like a line from Star Trek or Star Wars – ‘resistance is futile’
PHE may hit multiples of the current price, or not. I'm not downgrading PHE, simply asking questions from an investment POV, which you can't substantiate.
Castle - do you know how much the government are subsidising the buses in Birmingham and how long that’s in place for.
Hydrogen is a standard 0.074 kg per cubic metre. You mentioned PHE will compress the Hydrogen in to tubes, but what does this equate to in terms of kg/metre cubed?
Castle - how are they doing the fueling?
Cheers
Hi Divvyup,
Are Peel still looking at the 70 plus sites mention in that analysis?
Also, one concern I had was the cost of transporting hydrogen, as it’s not very dense. There’s a lot of news around ammonia being delivered to sites and converted in to Hydrogen in situ.
One tanker of ammonia is equivalent to 8 tankers of hydrogen, so a huge difference in transport costs.
Thanks Alkin
Hi there,
I followed PHE for quite a while (invested around 2015/16 and onwards) before selling in 2020. There does finally seem to be some a bit more happening, in terms of getting a product to market. I've been looking through the last couple of years RNS's, but there seems to be a lack of subsistence and firm contracts.
I would be very interested in anyone's view on the future prospects, both short and long term and any thoughts on the potential 1st contracts / MOU's.
As it's quiet, I thought it might be a good time to ask?
Thanks
Castle - ‘has super powers redesigned by our scientists at the uni’
Super powers you say?
Had PHE years ago and sold out due to zero progress and constant misinformation / questionable directors.
I’ve been investing in BTC and the associated miners for the last 12 months.
Recently sold £50k of AFC to invest further in the miners.
Will hold these till they peak in 6 to 12 months and then reinvest elsewhere, which is what I’m researching. Possibly some here, but undecided; certainly don’t expect it to return £1 a share.
My AFC posts in the last 30 days = 7 and 5 on PHE!!
Castle ramping posts on PHE = 82.
I’m just an honest investor, researching my next opportunity.
The only person misleading on here is the rampers, of which you seem to be the leader.
Feel free to set out the numbers as you see them, that justify a £1 share / £4,000,000,000 valuation.
PHE is not Amazon or Apple. £4bn is a very large sum of money for a company that doesn’t even have a finished product
I’m not trying to do a disservice to PHE, but Castle is really misleading people on potential revenue and timescales. This has a long way to go until it sees any form of customer revenue. Timescales wise, there’s not even a functioning full-size demo yet!
Government grants are there to cover development costs and overheads, they are not revenue and profits.
PHE have huge costs and capital to find to take this to market and get it launched.
The market knows this and that will limit share price movement. There is money to be made, but not as much as or as quick as some imply
The Government have set a target that all packaging will be recyclable, which negates the requirement for PHE’s solution.
Also they have just handed out over a couple of 100 million pounds in grants, so if PHE were on the radar, they have missed out.
Hi Jamal,
The next milestone of 2p means a doubling of the 4 billion shares in circulation.
I know there have been spikes, but even in the Boards own omission, they’re unaware of any grounds for this. For it to be a sustainable holding rise, there needs to be a huge amount of progress made, and that still seems months / year off.