Member Info for Roadrunnr

Perhaps IIs like Invesco do not want to have to hold (and show they have ) shares in a new launch company that they cannot sell for 9 months and which will have some dilution.

As I understand it each spinoff will form an new independent company with its own listing on 1 or more exchanges. The spinoff shares for that spinoff company will be allocated to holding shareholders at the time of the spinoff being created. So there will be a cascade of holding periods following the cascade of spinoffs.

Even when the first is built and operating it will only then be clear whether it can be operated at an economically advantageous cost against other competitors. However if it can and does then the promise is huge. So, this is not certain and carries risk but big potential which is why the SP is what it is. If you can take the strain you could be greatly rewarded but it will not be a comfy ride for sure.

Perhaps they believe they can up production?

Hello Si - not a charter but interested. What is a Golden Cross?

Despite all the potential and interest, the big buyers looking on are primarily interested in a company hitting its targets (both time and money) and Sales. If these falter then commitment is held back.

The thing to remember is that despite the ups and downs (and more downs!) the basic problems are not going away and eventually the world (including China, India and the US) will be dragged into applying solutions of which there are not many and EQT has one of the best. Pressure will grow.

With this sector and the Global influences you cant have conviction about projections in 6 months never mind 3 years! Just because a number is small doesn't mean its certain or even reasonable.

Flyinghorse1 - Govts tend not to be too hot on moral duty even tho they say they are. They may/will set the environment with Strategy, Tax and Incentives but then leave it to Business to develop and deploy the solutions. A Labour Govt would probably be more interventionist but I dont see this Govt taking that approach.

Short sellers are only a problem if they are able to buy back at a lower price. If the holders refuse to sell when the shorters need to buy then they are the ones in trouble. Moral - when you buy, plan to hold.

Thanks Aandi for the background info. Although the Eqtec of now is a very different proposition to the one of 2015, it is good to have this background colour in order to understand where the company has come from. I suspect one of the reasons for the earlier closures is that oil based competition was just too cheap to match. Now of course the balance has changed and its not just on price any more.

Why was the Italian Plant de-commissioned? Any LTHs know? The Spanish Plant has been running a long time so what made them give up on this?

The irony of this is that if we can produce clean Energy from waste cost effectively, we could create an industry importing others waste and charging them for it.

Its been a Willy Wonka company searching for the Golden Ticket. It may now have found it.

I bought into BYOT because I thought it had a great opportunity to develop, grow and make money for 3-5 years. However following the latest Interview I have sold out. This is because I dont see any dynamic strategy on show to achieve the stated aims of the company. How are they going to grow in the near future? Organically - what steps have been taken to significantly ramp up sales and profits? Any growth by acquisition or collaboration? If I see meaningful signs I would re-enter but it feels like they are happy just chugging along employing folk and getting paid. I could be very wrong and miss out so DYOR and best of luck.

Thanks telephoneman I understand now. I'd love to know how they've earned their options. :-)

I was disappointed by the interview. The CEO did not come across as particularly dynamic with a clear growth vision. It was more 'just keeping the status quo'. Whilst performance can be seen as significantly improved, if trading is expected to continue then I cannot understand paying off debt in preference to investing further in the business unless you have no strategy requirement to progress at this time. Little talk of further big sales pushes or collaborations.

I thought the directors are being given the opportunity (option) to buy the shares at the stated price at a time of their choosing within a stated timeframe? If so then its a no lose offer as if the share price stays below the offer price then the option would not be taken but if it rises above the option price then they can be bought at the option price and then sold at market price. I thought this was done to give the directors an incentive to get the price higher. Is my understanding wrong? Is the company giving these shares gratis?

Maybe for a very early (first?) deployment PHE should use a different Financial Model (Equity Share?) just to demonstrate the kit works and then revert to their preferred model and selling off the Equity stake when the proving has served its purpose.

IMHO. This is a growth share not an income one (unless you have a 20 year window) and for the next several years all profits are likely to be re-invested in the business. As an income stream, it seems for VLTHs only. Just my opinion. DYOR. GLA.