Member Info for stokey12

We appear to have gone beyond the range the share price has traded at for the last couple of months. Let us see if this upward move lasts.

Kenny100 thanks for that reading between the lines I suspect that 11 is the initial number and more sites will be added.

Kenny100 - In relation to your 14.18 post can I query this. According to the note from Edison the pipeline is over 30 although I am not sure if this figure includes the 11 Peel sites.

mysteryguy - In relation to your 13.50 post you must be related to yellowf1. I am sure you said that you would not be coming back until December. I am almost sure it is not December already.

I would only add to telephoneman's post of 12.37 that PHE also has a balance sheet surplus and currently has no long term debt.

Under the current restrictios holding an EGM or an AGM would be problematical but if the takeover of W2T is to be completed a way forward needs to be found. A possible way forward can be found in the distinction between the legal nad the beneficial owners of the shares. The legal owners of the shares are the ones who would have to vote on approval or not of the takeover. The beneficial owners can give instructons to the legal owners on how to vote. It may be possible for the legal owners to give proxies to two directors allowing them to vote on the matter. If that situation is proposed I am inclined to go along wiht it as the most practical way forward provided that there is an opportunity for questions to be submitted and answered prior to the EGM.

In my 08.23 post that should have been the point he was making

AudibleEnergy - In relation to your 08.04 post i think the point is that you carried on the argument well after everybody including Muscorum had thought it was concluded. Further the pout he was making was in fact a valid one. The disagreement I had him was over the weight that should be given to the views of Natural England.

Newboy58 In relation to your 19.45 post. It is my understanding that this was why the Chairman handled the negotiations and not DR.

LedZep Thanks for this looks like they are not waiting around.

Piltick - In relation to your 10.13 post the observation I made in my 09.56 post related to W2T and not PHE and was based on filings with Companies House.

I note without any further comment that Ben White appears to have also divested himself of all or the majority of his holding in W2T.

kenny100 - They must be waiting for AIM to fine or reprimand them first. This is not the first time that they have been late in updating this information.

Jabberba In relation to your 12.54 with the greatest of respect to you we do need a full explanation from the company. We keep being told that it is nearly there. David Ryan in his last interview indicated a couple of weeks. If the issue is a venue because of the current pandemic then say so. If there is a more fundamental problem then let us know.

yellowf1 In relation to your 09.55 post can you please direct us all to the evidence that any of the current board reieves more than £100,000 in salaries let alone the £500,000 you mention. You will note from my 06.49 post that I disagree with you about revenue. The last equity fund raise was in December 2018 so if they had no revenue last year and there was only one exercise of warrants how were they paying the bills?

Mysteryguy - In relation to your 20.30 post of yesterday I note that you have not given any basis for saying that there might be a spike in 2 -3 years. My view and I will explain why is that we might see two spikes this year with the possibility of further spikes next year. PHE did not need to do any equity fund raising last year and has not given any forward guidance so if when the full year results come out they show anything better than break even this might cause a spike in the share price.

The interim results are due in September and apart from the effect of the exercise of warrants any other revenue generating activities may be apparent if this reinforces th results from year end we might again have a spike. Next year we should have the commissioning of Protos and possibly other sites as part of the Peel deal. In addition some of the other customers that PHE has been in discussions with might commit leading to spikes in the share price.

Manabouttown - In relation to your 08.47 post while you are correct about exit limits I am not sure that the shares were held in either a SIPP or an ISA as he was shown on the list of significant shareholders. Accordingly on a disposal he would not have been able to put all of the funds into either an ISA or a SIPP. That was the point I was making.

In relation to your 18.26 post of yesterday if PW was being paid in W2t shares then going by the filings with Companies House he has not received any shares for the last three months. It is therefore possible that the reduction in his holdings in PHE was to cover personal expenses. I do not think it was for tax reasons as the amount realised would be greater than the limits for both an ISA and SIPP combined.

98889 - All this tells us is that his shareholding has dropped below 3%. Which if my memory serves me right means that he has sold 1 -2% of his shares after allowing for the dilution caused by equity issues. We do not know hoe many shares he has retained in the company.

Piltick - In relation to your 22.48 post of yesterday t be fair to DR while he would have known about the lockdown at the time of the interview he would not have known how extensive it would be. The regulations giving legal effect to the lockdown only came out on the Thursday which was two days after the interview. It would have only been then that he would have known that using the company brokers offices, as was the case with the AGM, would not be possible. It would then have been a case of finding a venue to have an EGM and staying within the rules. Also he would have looked for advice on what can and cannot be done within the rules.