Member Info for red_hornet

No rise on the patent news Dusty?

Last patent News was 21st May. went from 1.27 to 2p last time and around 130m shares traded?

I'd expect some kind of reaction?

Exactly. There will be early adopters that need these as part of their own green targets.

Pretty sure their target market isn’t someone looking for a weeks hire off the website

Also when bidding for contracts (esp Gov one’s) green credentials will help win contracts. They can also be budgeted in to new bids etc.

Anyone questioning this should email in to Q&A for the meeting. I imagine there will be an update on that anyway.

What is?

You’ve probably spoken to a call centre worker who is unlikely to be well informed about these. Their senior account managers will have leased them out to key accounts. There’s no point advertising them on the website as they’ll only have x amount and it sounds like these will have been snapped up.

You’ve made the same joke 5 times, change it up a bit!!

Maybe you just struggle to grasp things dusty!!

Scooby, you seem to be under the impression you’re explaining something to me. You must be delusional 🤣

You stated that Josh White has bought shares more shares (past the 300m mark), then sold 100+ million and now bought another 60m!

Ok boss 🤣🤣

I’d be surprised if that amount of shares were trade in the last couple of months. There’s a seller, but the most sold was 2m in a day.

Maybe stop asking questions about things you should know, like do you have to submit a TR1! FML

Al, is that who you invest with, as I can't see anything on the free access part.?

I've no idea if he dropped below 4% at some point or went above 4%. You'd hope the information on their website would be accurate, which is 4.63%

If he has now gone up to 6.05%, that's over the 5% and 6% threshold for notification; so yes, we should be due a TR1. This I believe is usually via an RNS, all assuming Al's post is correct.

Under FCA regs, it would be a breach not to complete a TR1 when moving between a 4 and 5 or 6%!

Not really sure what the point is?

Are you saying J White sold from 307m to 194m (134m shares) and has now bought again because Al says so?

Who said he did, some random post on here? Didn't see it,

What do your screenshots tell you?

If Al confirms the date of the AJ Bell info, we'll know which is the most accurate.

If it has gone up from 4% then we'll see a TR1

"A person must notify the issuer of the percentage of its voting rights he holds as shareholder or holds or is deemed to hold through his direct or indirect holding of financial instruments falling within DTR 5.3.1R (1) (or a combination of such holdings) if the percentage of those voting rights:

(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100%"

The PHE website info is from 11th July

Head Slap - meant to put that in quotation marks "Carbon black (CB), a raw material derived".....to the end of the post

There's been a few mentions of recycling tyres and obviously the best option is to repurpose and reuse them where possible, from kids playgrounds to patch surfaces.

That's not PHE's market, but this is, however they would have to be run as a single feedstock to be able to sell the material back to industry. Probably something tyre makers would be more interested in purchasing.

Carbon black (CB), a raw material derived from the incomplete combustion of heavy petroleum products, also known as virgin carbon black (vCB), is commonly used in everyday black-coloured products such as car tires.

Its substitute, recovered carbon black (rCB), is a sustainable material produced through the thermal pyrolysis of used tires. This technique involves heating tires at high temperatures in the absence of oxygen, breaking down the rubber into carbon black, as well as oils and gases that can be reused or converted into energy. Not only does rCB provide a sustainable way to recycle used tires on a large scale, but its production also generates five times less carbon emissions than conventional vCB production, which relies on fossil fuels.

Growing global demand, industrial challenges

In 2023, global demand for carbon black reached approximately 18 million tons per year, with a market valued between $18 and $20 billion. The European market accounts for 15% of this global demand, about 2.7 million tons, equating to a value of $3 billion.

Recovered carbon black (rCB) presents itself as a sustainable alternative with the potential to replace 10 to 20% of virgin carbon black, approximately 250 to 550 kt per year in Europe, representing an approximate economic value of $265 to $530 million. However, this potential is limited by the inferior quality of rCB compared to virgin carbon black, a major challenge for producers aiming to ensure sufficient quality for successful industrial integration. Challenges such as the presence of impurities particularly limit its use in demanding applications like tire treads.

However, ongoing R&D efforts and technological advances aim to improve the production process and the quality of rCB, thereby expanding its range of applications. Notably, initiatives such as the integration of 40% sustainable materials in Michelin’s 2022 MotoE tires illustrate the continuous improvement in the quality of rCB.

Castle - don't comment on things you know nothing about - stick to your family tree nonsense :))

I own 2 Bitcoins and paid less than half what they're currently worth - have a look at the 2, 5, 10 and 20 year forecasts! There'll only every be 21m coins in existence, in a world of 8 billion people. Countries are considering using it as their national currency to avoid inflationary problems.

All of my crypto and AI related shares (the reason I bought NVIDIA a few years ago) are performing and well in profit, just a shame they do it in such big swings both ways - can be stomach churning!!

Good luck with your rental in Murcia, no money in it now since we left the EU, hence I sold mine last year!!

The other week, you also said you'd sold out of your HE1 after 3 bagging and put it back in to PHE - are your pants on fire Buddy :))))

Scooby - Worth remembering phe have the gb patent and awaiting Europe and wider for their tech. Perhaps some of these other operators might infact end up as customers sometime? That would be cool.

That is a good point and happens in lots of industries. LG make most of Sony's OLED TV screens!

For me investing is purely about making money. I look at shares impartially and try to form a realistic unbiased view. I'd just started looking back in here after many years of being out and there was a lot of investor positively over the patent new, and rightly so. Personally I couldn't see a reason for it to hold, as has been the case.

Having sold by RR and BAe shares, I have bought and sold PHE on the most recent bounce up, making 20% profit. That will continue to be my strategy, as it is with a couple of other Aim shares. Most of my money is in Crypto mining, HDC, AI NVIDA and Bitcoin - high risk, high rewards.

Rich coming from you Castle - did he send your letter first class :)))

I haven't wet my bed, just my pants laughing at you. Have a read of the introduction to the the report I just posted. It demonstrates the amount of competition coming in the plastic repurposing and recycling markets.

Also, you might want to educate yourself on other new recycling technologies, using solvents etc. This appears to be attracting a lot of attention. This is not a one horse race!!

Castle, did you receive it in the post, or was it a reply to your email!

Which, lets be honest, basically told you to pi ss off - :)))

Speak for yourself Scooby. At no point have I ever knowingly posted something I know to be untrue, or that puts words in a CEO's mouth that could land them with a massive and embarrassing problem!

Surprised you're justifying it