Member Info for Scoobydriver

Exactly Dusty. Never known anyone to be considered to blame for so much in my lifetime. Don't know what would have happened had that bullet been an inch further over, guessing everything would have been perfect lol.

IF PE was on a plane with Starmer I'd be selling, everything starmer touches has turned to sh*t so far.

What a misleading thing to say, why does there need to be an update next week. There is absolutely no reason why there needs to be one.

Also, although I also would like to have had some news, just because we've not had any it's ridiculous to say that it must be because things are not going well.

Anyone that's holding, with such doubts as yourself really should have sold a long time ago. I reckon we will get an update on Monday, possibly even Tuesday 07:00.

The open day / presentation will I think, use the info from that update as the backdroo for whatever is up for discussion.

No update by Tuesday, then it's going to be interesting to see what phe are selling to attendees

Hi Pat, I'd say unfortunate rather than gullable. It's not as if a kiln, some feedstock, some science and a offtake is something that would be found in the fiction shelf in the library.

But not everything in the world of the stock market (especially aim) goes exactly as everyone hopes.

So although not guaranteed, phe is not a pie in the sky type investment akin to someone claiming they can turn water in to wine as long as folk keep investing.

Fingers crossed we all are rewarded for phe endeavours and our patience.

Different stokes for different blokes Dusty.

Any luck the next few years surpass what you expect to make in your trades elsewhere and holding phe turns in to a shrewd move.

Whilst I can afford to wait 5 years Dusty, I'm really hoping that in the next 2 things come good and either the sp is at a price where I can sell a few and spend more time in the sun, or where the company is in such a place that holding is a no brainer and early retirement becomes a real possibility.

That's well summed up Dusty.

Been some setbacks along the way, but over the last 12 months it's been box ticked, progress, positive steps pretty much regularly. No need to list, we can all view the rns history.

So I'm with you, happy where we are, hopeful of further progress, fingers crossed for actual orders and willing to wait.

Unhappy however with sp, it is what it is though. If things go well it will be higher at some point I'm sure.

I reckon the questions which we're all pondering, will be what's asked anyways red,, no point in anyone going over anything that's obvious or already been flogged to death.

Although the presentation is being shared , it's a pity it's not live over one of the usual platforms (at least I think it's not).

To encourage interest/investment/ whatever from the day, the guys at phe are going to have to do 3 things I reckon.

1.prove what they've got works.

2.convince interested parties that they can upscale to the level of input/output which would make it attractive commercially.

3.have a clear plan of where exactly they're going next.

Bearing in mind that without an rns on the 3rd or early 4th, if following typical rules, there's only so much which could be divulged on the 4th which could affect sp.

Yup Red.

Looking at those projected numbers, even allowing for 50% either way it's pretty clear that whatever happens going forward, it's going to involve more than 2 5t/day.

Suppose all will be revealed at the cmd, it's going to take something bigger to wet folks whistles.

Who knows, maybe enough folk running 2 5t kilns for smaller local projects could provide phe with a decent revenue? There's gotta be something bigger though, and something convincing also I'd add..

Can only wait until 4th and see what's what, then go from there.

W2e charge per tonne £120 but variable depending on volume, type, customer.

So add that to the value of any offtake, energy etc then you've a theoretical number.

Up to phe to share this following hot testing to potential customers so viability/costs etc can be calculated.

Avviox have uploaded a new video on their LinkedIn site. Unable to attach a link for whatever reason.

With phe looking to provide 2 x 2.5tonnes units for their own pilot plant, and them talking about plans for a further 10 sites to meet demand due to 2030 target of 10% Air travel to be fuelled by SAF, surely this is a great opportunity for phe.

Cheers, Divvy.

Hi DraL.

Offcourse, anyone already in that market and familiar with much of what phe will be promoting should find it a fairly straightforward project I'd think.

Yup, hence my £1m guesstimate Dusty

That's a decent shout on consideration Dusty.

Good bit of deduction Sherlock style.

Being honest, and knowing that nothings cheap nowadays, that figure is lower than I've guessed. But I'm only guessing, you could be pretty much bang on with your numbers.

Hope so, that's a figure which I'd think would be easier to swallow for potential customers than mine lol.

Hello Pie.

A question I've pondered over many a time, don't think that number has ever been officially shared anywhere? so it's all guess work.

Might be someone on the forum who has a bit of insight in to procurement / capex projects in the engineering sector who should be able to confidently come up with a pretty close number.

In the grand scheme of things the kiln itself is not ground breaking technology, consisting of thousands of parts nor made from a rare material with costs to match.

The other parts which we have been shown in pictures released, look very much like anything I've ever seen anywhere else so again I'd think costs would be "normal".

Can/could phe build their own if required? Would it always be the preferred option to order elsewhere based on costs (wages obviously factor)

With all the above I'm guessing £1m should cover things, with costs to add from transport, install, building works etc.

Would be a great bit of info for phe to release, however I'm not sure it's in their interest to make that publicly known, and could well be something that's shared with potential customers only.

Hi swazers, stalking the board is very inaccurate, as a shareholder with a vested interest in the business I was alerting them to what had been said by the Scottish 1st Minister, as it is absolutely something they should be made aware of, and ideally actually making communication about.

As it was on the Scottish News and not the main UK coverage there's quite a chance it's something that Paul and Co are not fully informed on.

You've enough critics on here without the need to add any more, especially those that are "on the same side"

Lol red.

I imagine they'll be getting all sorts of requests from folk that use the share chat forums.

Would be nice to get even a simple reply/acknowledgement, won't lose sleep if I don't however as I'm not expecting one.

Posted the other day regarding me contacting both Phe and John Swinney by mail following the Ineos Grangemouth news and comments about it having an opportunity in becoming some sort of plastic recycling, energy, SAF producing centre.

No reply from phe (hopefully they're too busy or simply working through castles 1000 questions 😜 only joking castle.

Reply of sorts from Swinney email (see below) auto generated but I'll see what happens after being forward to the appropriate dept.

Thank you for your correspondence received on 19/02/2025. Your query will be passed to the relevant area for consideration and has been given a reference number of 202500453804. Please quote this number in all correspondence. The Scottish Government aim to respond, where necessary, as quickly as possible and within the stated timescale as indicated on our website

£2k/day.. I'm encouraged Dusty lol.

Ok, let's just use them figures as something for discussion. Forget about 40t, but how about a 25t model just out of curiosity.

So based on the numbers generated by ai possibly we'd be looking at £20k/ day. That would cover the rent of a penthouse in Mayfair. Not to be sniffed at haha.

Looking forward to what data phe will be sharing post hot testing, along with what that equates to in an actual proven valuation.