Member Info for stokey12

This event is in London next week the link to the list of speakers is here https://worldwastetoenergy.com/speakers/ one of the speakers is somebody sme of you may know it is a David Ryan. He will be in good company. I wonder if anyting will come of it.

Jabberba - In relation to your 05.57 post what makes you say that? I can see no basis for that conclusion. My view is that there may have been a leak of some kind about something but there is no way of knowing for certain.

mogbear may I suggest that you use the generic mail address which is inquire@powerhousegroup.co.uk. I would not feel comforable with giving out a direct email address without permission.

ChazC - In relation to your 10.57 post my view is that there will not be a sustained upward movement in the share price until revenues are seen to being generated. The earliest that will be is September of next year when the 2020 interim reults are published.

98889 - in relation to your 10.49 post the 8000 hours you refer to would be achieved in under a year as it is intended that the DMG unit would as I understand it be working 24/7.

ChazC - We will get an update when the company has something to update us on. I am working on the assumption that something may be said when the year end results are published. Having said that judging by the share price rises over the last two days something may be leaking.

Inn case you are wondering how far down the oceans the waste plastic problem goes this article may be of interest. https://www.bbc.co.uk/news/science-environment-48230157 I doubt a DGM unit can work that far down though'

Newboy58 - In referece to your 12.24 post David Ryan did say in one of the presentations that pHE should become profitable by Q2 2020. If they manage to have the first system up and runnig this year then that is possible. Also it is worth noting that this was only a contract for 20 busues out of a fleet of 3000.

The unique selling point with the DMG system is that it would pay for itself by providing electricity to power the bus station and the remaining could be sold to the grid to cover the cost of the hydrogen.

I have just opened an ISA and left a fill or kill order to buy shares in PHE. This will inevitably cause the share price to drop. I thought it best to apologise for this.

newboy58 - Thanks for that

The problem with this is that it is only 20 buses. I am not sure how many kg of hydrogen that they would need but a normal car can do around 300 miles on 5kg of hydrogen. So if the buses need double this that means each bus would need 10kg of hydrogen to do 300 miles which would be about a days worth of travelling. For the 20 buses that would come to 200kg a day. As a DMG unit would produce a tonne of hydrogen as a minimum that leaves 800kg still to be used. PHE would have a ot of surplus Hydrogen to find customers for. That said having TfL as a customer for its Hydrogen would be worth a lot in free marketing.

Current 2019 gate fees from EfW sites according to this link https://www.letsrecycle.com/prices/efw-landfill-rdf-2/efw-landfill-rdf-2019-gate-fees/ are in the £88 - 114 range giving a mid range figure of £101 so a one third discount would give us a gate fee of circa £70 a tonne.

Tatty99 - i do not agree they are effectively at the same point with initial agreements with thier respective development partners. I note the lack of details about how the hydrogenis being developed.

Markets in the Us and Asia dropped after a tweet from President Trump so there is a risk that the share price may follow suit when markets open tomorrow.

Piltick - I suspect that you are right and W2T are just being careless with the actuality again.

Interesting that they seem to be going for the power and hydrogen unit option first rather than starting with the power only option. I wonder how many units they will be operating from the site?

Where does everybody think PHE will be in five years time. My view is if it has not been taken over then it will be sitting comfortably in the FTSE250. Depending on how revenues go it may also have taken over another EfW company.

Does anyone who has been to the AGM before know where is the best place to eat nearby

98889 - In relation to your 11.44 post what are your assumptions on both although I only believe there will be the PHE operating costs. I could be wrong on that.

98889 - What is your estimate of the operational costs of PHE if you do not accept the £850,000 estimate given in the Align Research note which I used to arrive at my per unit cost.

98889 - In relation to your 09.42 post I am not expecting PHE to produce 50 or 20 units a year. I am expecting them to sell 20 or 50 units a year. I am expecting that they will employ one or more EPC contractors to actually build the DMG units. That way they avoid the cost of having to build their own factory and employ additional staff.