RE: Disappearing feedstock24 Jun 2024 14:07
Hi Scooby - Everyone agrees there is a massive problem, but that isn't what we're investing in, it's the company developing the technology to deal with it.
If that technology / system isn't viable (especially financially), then it will not make it to market and other alternatives will be used instead.
We don't know the numbers on the gate receipt, but we believe they're around £120 (dependant on the materials). I think for some, there is a misunderstanding PHE will receive a reasonable share of this, but that is not the case.
After the operator of the system has covered it's overheads, PHE's will receive a percentage royalty of what's left from the gross profit. If the Gross Profit is £20 per tonne, then PHE's share could be 25% of this.
As you say, we don't know the numbers, but the business model tells us a lot.