Member Info for Scoobydriver

Haha, nice one dusty.

I'll not ask for evidence lol

Perhaps said lady could help promote all things phe with a photo shoot astride the kiln like Cher on that gunship cannon.

Scouse part of England. That's a surprise. We're always told scousers are pennyless socialists that have neither the money nor the conviction to attempt to get rich by taking the path to capatalism lol.

Good luck.

That's explained things dusty. My interpritation of your neutral comment was that's your overall stance.

Your individual breakdown has clarified your position.

"poooof" and as if by magic pat appears to dampen the mood.

That's a strange one dusty. I'm positive, if I was not then I would 100% not be invested.

If I was neutral on something I'd be looking elsewhere. We're all different though so hopefully you move up through the gears and select overdrive soon enough.

Yup very quiet alkin.

Had we been down 10% I imagine there'd have been some more noise?

Maybe it's a coincidence, but new government with a large net zero element to appease, and rishi busy at Buckingham Palace, draw your own conclusions. Lol

But it's very quiet on the board today. "the calm before the storm" perhaps.

It's helped the sp rise anyways. (so far).

NH2 order rns Monday am Castle? Or has Starmer announced all councils shall switch their recycling centres to PHE kiln tech lol.

Hi Castle, new kiln looks pretty similar to the original demo unit (apart from quality of welding, sure I see some overlap on super zoom lol).

Has if anything furthered my confidence in the pilot plant being successful. Was expecting it to be similar to be fare, but had it looked completely different I've no doubt it would have had folk casting doubt.

After all, if you bought a dog that looked like a cat, folk would say it's a cat haha.

Wondering what / where / when the carbolite gero is used. It looks new in the recent pics, and there's no sign of it in the pics from the newsletter you've linked.

I would say that it's got to relate to NH own plans and nothing to do with what phe go on to do in UK.

Don't see any connection between the 50% drop and that email Phil, the NH bit is at the very end and if anything is understated.

UHL I don't imagine will have the phe sp in their thoughts, NH being under their "umbrella" will however be something I'm sure they'd like to see being a success.

Don't know if anyone else has signed up to their news list.

Latest email would suggest that plan with NH is still very much alive as its mentioned in the highlights.

After signing a deal with a publicly listed company in the UK, National H2 anticipates it will have an operating plastic-to-hydrogen plant by 2025 with more expected by 2030 across Hong Kong, Australia, Italy and Sweden.

I see sense in that red. It tells me that the reason is not in phe's court, but something at the Australian end.

Going to be lots for a number of people to digest and agree to I'd imagine along the way to any final order so no panic from me.

Like you say, until process validation there would not appear to be too much that phe could progress with and "sell them".

Looking at everything though, I think the NH deal will ultimately be completed with phe doing pretty much what has been stated. FEED etc etc etc with monies being paid to Engsolve Then licence royalties further down the pipeline providing a steady income to phe.

As for who will produce the full size kilns I've no idea, don't think for a minute it's something phe will ever end up attempting/doing through Engsolve.

There will be a number of kiln makers I'm sure who are already well placed to take on any potential orders from NH at whatvwill be the most cost effective route for them.

No need for phe to get involved with costly manufacturing etc, validate the process, prove the tech, agree licence terms then grow market cap through the revenues.

Yup, possibly red. What I take from the legal site is that there is 100% a framework agreement / deal in place. Although we've had the official phe rns anything that helps substantiate things, especially on aim market is a good thing.

I'm not 100% that Paul speaks with NH every day, I imagine that could simply have been a reply when questioned during the interview that was meaning he talks with them a lot and the "every day" term was born from a slight frustration?

I'm possibly completely wrong there, I know I myself have used similar language when being asked things in the past in a workplace environment. It was not trying to be in anyway deceptive, but more in order to end the same question getting asked over and over again.

I'm not sure what they would talk about every day anyways lol. Maybe the weather. Joking aside there will be plenty to discuss, once order placed then I'd think it would be NH chasing Paul up everyday asking for progress reports and how come the gantt chart has been revised. Haha

That's fine 15. I know what you mean.

Bit like question time where things can go unanswered by Starmer, Sunak or Swinney as they change the topic lol.

My own take is until everything is signed off etc, then nothing is signed off so no news can be officially shared. Whatever the reason i also agree that NH2 might not be the Goldon egg laying goose that makes phe the main reason to invest, I've said in another post. Uk is a big enough market to provide value to shareholders that's for sure. The world can wait lol

Pleasant change from recent times . No we're going to be 0.5p / 12p pure guesswork.

Some thought provoking comments which if anything should make investors / potential investors research things for themselves and use that in their decision making.

Currently in a bit of limbo whilst we await 3 things, NH2 order news, Granting of wider patent. And the real Biggy. The pilot plant actually getting "fired up" for the first time.

Pilot plants the actual game changer (if it goes to plan)

Wider patent superb, but uk alone is quite a market for phe to attempt to conqour.

NH2 a revenue stream for Engsolve / phe, but until up and running with licence / royalties then might it even be something that is a valuable distraction amongst other avenues?

Cool dusty.

Think we've got a different interpritation of the phrase.

USA and UK it's not quite the same meaning.

I took it as :

Something that is described as smoke and mirrors is intended to make you believe that something is being done or is true, when it is not: ie a lie.

Hi dusty, your smoke and mirrors quite is in itself smoke and mirrors.

Are you honesty saying that we are being lied to, if so please explain what it is currently that is untrue, and also what proof you have to back this up.

And as for blind faith, science / chemistry would suggest otherwise, the phe tech (refer to recent patent) is the difference.

They've been working/testing on this in a lab environment for years as far as we're told. I foresee typical start up fettling during commissioning to achieve optimum efficiency. Lot of proven tech / plant in use so honestly expect things to go pretty much as planned.

Ps, that's not to say it will 100%, it's my take on things based on what can be researched about Gasification along with my experience / knowledge in a wider industrial setting

Yes, very misleading statement that ptax. Phe have not tied up their £ with NH2

Infact there's somewhere that the ceo even comments that the future of phe does not rely on the NH2 deal even happening (or words to that effect)

Hopefully that was simply the wrong choice of words you used and not a designed attempt to spread misinformation.

Whilst on the subject, why would the deal being completed on paper be a first, are you telling me no deal in the history of deal making gas been concluded on paper.

That also appears very unlikely lol

Yes, very misleading statement that ptax. Phe have not tied up their £ with NH2

Infact there's somewhere that the ceo even comments that the future of phe does not rely on the NH2 deal even happening (or words to that effect)

Hopefully that was simply the wrong choice of words you used and not a designed attempt to spread misinformation.

Whilst the funding status is up for discussion thought it worth sharing this again.

It's from Feb, but I was only made aware to it after it being posted a few days again.

Doesn't answer the question as to what impact (if any) the UHL ipo has in relation to the NH2 fund raise, but with it now being closed that suggests to me they are in a position to progress things with phe.

When will that be, I've no idea, why the wait on order being completed, I've no idea

Somethings take time, even a simple enough task these days can drag on due to the amount of bureaucracy etc etc, possible that there are still things to "tick off" before it's green for go.

Looks like there should be no issues at this end with the work carried out by the law team.

https://www.blakemorgan.co.uk/press/blake-morgan-advise-on-powerhouse-agreement-with-national-hydrogen-of-australia/

Having to supply phone number stopped me from doing the very thing 15.

Its bad enough getting someone from India calling every day to tell me my amazon account has been hacked without putting my number out to a wider audience.