Member Info for swazers

@red_hornet Amazing. You're now the official spokesperson for the PHE investment community. Does your talent know no bounds? On a serious note, Bob's absolutely destroyed your arguments in here, hasn't he? What's the issue here? Are you so stupid you can't see what's going on? LOL

@Divvyup. Contextual Comparison of your link: NETL’s Hydrogen Syngas Pilot vs Powerhouse Energy’s Commercial DMG® Model

A recent article on Hydrogen Fuel News has been circulating regarding a breakthrough at the U.S. Department of Energy’s National Energy Technology Laboratory (NETL), where researchers have successfully co-gasified plastic waste, biomass, and coal residues to produce a hydrogen-rich syngas stream exceeding 50% H₂ content.

At first glance, this sounds like a major leap in plastic gasification technology. But context is everything. The NETL development is an early-stage pilot initiative, operated within a national laboratory framework, utilising infrastructure-heavy reactor systems and coal as a catalyst. While the technical metrics are impressive for R&D (tar suppression, stable syngas output, and 100+ hours of operation), this is not a commercially deployable solution at scale. It’s research validation—not a market-ready product.

By contrast, Powerhouse Energy Group’s DMG® system is already engineered for commercial application, with an IP-protected design, modular scalability, and flexible feedstock capacity. The DMG system doesn’t require coal catalysts or large industrial reactors — it uses a proprietary rotating kiln and thermochemical pyrolysis to convert mixed plastic and non-recyclable waste into high-purity hydrogen (99.999%), syngas, and renewable electricity.

More importantly, DMG® is commercially viable today, not in 5–10 years. Its 40tpd design is projected to generate over £11m in revenue, with an estimated £13m NPV per unit, 65%+ EBITDA margin, and ~20% ROCE — metrics that place PHE in a very favourable position relative to both early-stage academic research and other clean hydrogen producers.

The NETL pilot proves what many of us already know: waste-to-hydrogen is a validated science. But it also reinforces the importance of having a commercial-ready solution, like Powerhouse Energy’s DMG®, which is already moving forward with in-house deployment (Ballymena) and licensing agreements globally (Australia, SE Asia, SAF pilots, etc.).

The NETL story adds sector-wide credibility — and validates that PHE’s direction is not only right — it’s ahead.

@Patxaran, you honestly expect folks to believe you are an investor in PHE? What a horrid little troll you are. Please go away. I find your comments offensive.

Engsolve + TrimTabs Update — Technical Context Enhancing PHE's Strategic Scope.

Here's what the TrimTabs website confirms, and why it's strategically significant for Powerhouse Energy Group (PHE): TrimTabs has developed a patented, sustainable, and scalable process to transform waste plastic and over 200 different feedstocks into high-quality carbon nanotubes (CNTs). This is a circular economy approach that creates super-materials from waste.

Their process is rooted in over 15 years of nanotech research and 40+ years of chemical engineering experience. They offer custom CNT solutions, serving industries such as energy storage, electrical transmission, microelectronics, and advanced materials.

The production system is modular and deployable—including on-site micro-factory setups using shipping-container form factors. These hubs enable cost-effective, localised CNT supply chains.

Impressive technical stats: A single pilot unit operates at just 15 kW of power (equivalent to boiling five kettles), yet is capable of producing enough CNTs to service hundreds of batteries.TrimTabs’ process also generates hydrogen as a clean byproduct, enhancing its alignment with low-carbon tech.

The Bridgend facility—designed and built by Engsolve—is now entering commissioning. This pilot phase follows successful functional testing and was supported by a grant from the Welsh Government’s SMART Capital Equipment Fund.

For PHE, this means: Tangible engineering credibility through Engsolve—demonstrating complex pilot-to-commercial execution beyond DMG®.

Diversification into advanced materials, expanding PHE’s technical narrative from hydrogen generation into nanotech, energy storage, and sustainable manufacturing. Strengthened Bridgend strategic value, showing it's a live innovation hub contributing to both DMG® and CNT domains.Concrete sustainability alignment, reaffirming the group’s circular economy credentials.

This doesn’t grab headlines, but it's real-world delivery in high-value clean-tech—precisely what underpins long-term fundamentals.

""Red would tell him the gruel wasn’t commercially viable and then write 1,000 words on why the bowl was stainless steel"" LOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOL

Https://www.linkedin.com/posts/engsolve-limited_projectannouncement-carbonnanotubes-sustainability-activity-7369002484565962753-MvUJ?utm_source=share&utm_medium=member_ios&rcm=ACoAAAkyjQ0B7bMMkoLn8XD8s2HLk9vizWE-zfc

The latest update from Engsolve, which is fully owned by Powerhouse Energy Group, confirms the company continues to deliver technically and commercially. Engsolve has announced it will be supporting the next phase of the TrimTabs project at Bridgend, focusing on scaling up carbon nanotube production. This follows the successful design and build of the initial unit, also completed at the Bridgend site.

This kind of work matters. It shows that Engsolve is not just an internal service arm but is also gaining recognition externally for delivering complex engineering builds. Bridgend is not a dormant asset. It is clearly a functioning development and pilot facility that continues to prove its commercial relevance beyond DMG. This adds technical credibility to the Powerhouse Group and demonstrates engineering capacity on the ground.

At a group level, it shows that PHE is participating in the wider clean technology ecosystem. The work with TrimTabs is related to advanced carbon nanomaterials, which have potential applications across hydrogen, filtration, composites, and more. It’s not just about hydrogen production anymore – this shows technical flexibility and diversification potential in emerging technologies.

All of this reinforces the strategic importance of Engsolve as an operational asset that can continue to deliver value while core DMG commercialisation moves forward.

@testpack3 Let’s clarify this once and for all using Powerhouse Energy’s own 2024 Annual Report:

✅ The FTU (Feedstock Testing Unit) is fully operational, delivered on time and under budget, and is currently being marketed globally. It's being used for internal validation, third-party testing (including monetisable streams), and has already helped to significantly increase commercial interest.

🧪 As for results: the data from feedstock validation is confidential and client-specific — this is standard practice in industrial R&D environments. Public results aren't always published because they are often proprietary to the partners involved, particularly when under NDAs. The FTU was never intended to be a public demo unit, but a strategic technical asset to support project-specific modelling, investor validation, and JV negotiations. This is stated clearly in the AGM summary.

📈 The FTU plays a critical role in proving IP, validating feedstocks, and derisking commercial discussions — especially for NH2 and Ballymena. It also serves as a physical differentiator against competitors who only operate on paper models.

💼 Further, the SP Angel note references financial modelling based on FTU-supported technical outputs — these are not speculative figures, they’re based on process yields and empirical unit data. You may not like the answers, but they’re there — in black and white.

Finally, it’s disingenuous to demand ‘proof’ while ignoring published AGM summaries, RNS updates, and analyst reports. The real work is happening — not on bulletin boards, but in engineering bays, design offices, and commercial negotiations.

So please — do your own research properly or stop wasting everyone’s time.

I am blown away that my friend @DrAnomoly is spending time to answer red-hornet. IMO, THE most toxic troll I've ever encountered on a BB. This person has serious mental issues.

@stockpicker1 Save your breath, all I see is a thin green line. Honestly, your posts are not worth a second of my valuable time. Go harass someone else. You are permanently filtered.

@The0ne Cheers mate.

Worth checking out the Altec Energy website if you haven’t already — https://www.altec-energy.com https://th.linkedin.com/company/altec-energy?trk=public_post_feed-actor-name

They’ve been ramping up comms recently, with several updates on LinkedIn highlighting their DMG® rollout and positioning in Southeast Asia. The messaging is clean, focused on plastic-to-hydrogen via modular deployment, and directly aligned with the tech licensed from Powerhouse Energy.

Given the strategic importance of Southeast Asia in the global energy transition, it’s encouraging to see DMG gaining commercial traction in that region. Altec’s tone and clarity around compliance, decentralisation, and carbon strategy also reinforce just how well-suited the platform is to the international market.

@stockhunter1 If you wanna see how experts call the markets with phenomenal results and a true track record, then follow this account https://x.com/SwazersC . The results do the talking, unlike your non-stop and boring BS. Let's be honest, you're not even a good troll. Give it up and go do something productive with your life.

@H2hooo Funny how these trolls never reveal who they are, amazing that they need to hide behind their fake personas. I guess it's easy to act tough when you've nothing to lose and accountability is side-stepped. Red-hornet must be the biggest coward of all time. If only his tough talk were backed up, which it isn't. Trolls. They love hiding in their dark, dank caves.

Castlepaul13

The recent SP Angel RNS doesn’t “downplay” anything—it clarifies the commercial ramp-up in a way that’s both realistic and strategically aligned with Powerhouse Energy’s actual operational timelines. If you're surprised that commercial-scale revenue from Ballymena is expected in 2028, then you’ve either misread the report or misunderstood the industry. A 40 t/day FOAK (First of a Kind) hydrogen and waste-to-energy plant—with permitting, site work, construction, and commissioning—typically takes 30–36 months. That’s standard in clean tech.

Let’s get clear: this isn’t a delay—it’s a confirmation that timelines are backed by contracts and execution phases, not hype. In fact, Ballymena already has a Letter of Intent with B.S. Holdings for exclusive hydrogen supply. EngSolve, fully owned by PHE, has already delivered more than £1m in high-value project awards in 2025 alone. That’s not “downplaying”—that’s growth.

As for the claim about “share schemes” being a manipulation: show me where in the RNS it says that. You won’t find it. Directors and staff being aligned via equity participation is standard and responsible corporate practice—especially in a company that’s preparing for large-scale licensing, and exportable IP via DMG modular rollouts. It aligns incentives for long-term value.

The report even states that the NPV of just ONE 40t/day DMG unit is £13m, nearly half of PHE’s entire current market cap. That doesn’t include the Australian NH2 rollouts, SAF scale-ups, or additional waste-feed licensing. You're looking at just under £500k in revenue now scaling to £11m+ per DMG unit, with up to 65% EBITDA margins. Show me another AIM-listed company with that kind of forward multiple.

Lastly, the accusation that this is all some “downplay” strategy ignores how capital-intensive clean hydrogen and advanced waste-to-energy projects are. It’s not a jam-tomorrow stock—it’s a build-and-scale enterprise backed by IP, patents, and now validated pathways via government-backed SAF pilots and export deals.

@jancux01 Your position in PHE might be "tiny" — but let’s not pretend the upside is. You’re comparing a UK clean tech company with proprietary IP, scalable commercial viability, and government-aligned hydrogen economics to speculative resource juniors with zero recurring revenues. That’s apples vs moon dust.

Powerhouse Energy’s DMG tech is not a lottery ticket — it’s engineered, patented, and demonstrated. The Feedstock Testing Unit is operational. The Ballymena 40tpd project has an LoI in place with a hydrogen off-taker (BS Holdings), and EngSolve — the in-house consultancy — is generating recurring revenue from major energy players.

SP Angel’s latest initiation values a single 40tpd DMG project at £13m NPV, with an EBITDA margin above 60%. That’s almost half the current £28m market cap in just one project — and PHE has 16+ in its pipeline. You want a strategy? That’s asymmetric risk-reward, not a "pure lottery ticket".

So, please can you give the soft trolling a rest? Your transparency is like an open window.

The UK government is handing out CfDs at £9.49/kg for green hydrogen. Powerhouse’s production cost comes in lower than that — meaning positive gross margins from day one if placed correctly. This is not some pie-in-the-sky lithium explorer — this is a revenue-bearing, IP-rich energy transition play with actual infrastructure under development.

This isn’t a concept-stage company. The DMG process has already been demonstrated through its operational Feedstock Testing Unit, and Ballymena is a live infrastructure project with hydrogen offtake already earmarked through a signed LoI. EngSolve, their engineering arm, is already generating commercial revenues from external clients. Execution is underway — not theoretical.

Powerhouse is uniquely positioned at the intersection of two government-backed macro trends — hydrogen and waste-to-energy. With a defensible IP moat, proven technical feasibility, and an expanding commercial pipeline, the company's model is structured for licensing scale as well as operational margin. Few AIM-listed clean-tech stocks can say the same with this level of engineering maturity.

If you’re serious about asymmetric returns (which I doubt), then PHE offers a clear roadmap. Modelled IRRs are in the high teens. EBITDA margins exceed 60% at the project level. And the UK government is providing hydrogen subsidies for 15 years through the £9.49/kg CfD scheme — which PHE’s production cost comfortably undercuts. That’s what strategic investors should be evaluating — not just headlines.

@Slappyfpv Yeah, you've been pretending to be an investor for a long time now. Your fake news.

@Slappyfpv Correct. You haven't sold anything.

Red_hornet

Powerhouse Energy is not “banging the same drum.” Since 2023, they’ve acquired 100% of EngSolve, which has already delivered over £1 million in external projects in just the first four months of 2025. This is not hypothetical — it’s operational revenue with real clients including Repsol, Schlumberger, and Sound Energy.

Patents have been granted across the UK, EU, and the US. The Feedstock Testing Unit in Bridgend is live and operational. The Ballymena project has a signed Letter of Intent in place for exclusive hydrogen offtake, and is targeting first revenue in Q1 2028. Planning is part of the staged rollout. That’s normal — not a failure.

The Feedstock Testing Unit in Bridgend is live and running, with hydrogen yields validated and showcasing the patented rotary kiln system to potential partners. That’s not theory — it’s execution.

The Ballymena site is far from a vague ambition. There’s already a signed Letter of Intent for hydrogen offtake with B.S. Holdings. The plan is to deploy a full-scale 40-tonne-per-day DMG unit producing 3 tonnes of hydrogen daily and 1.3MW of power. Modelling for this single unit shows projected revenues of £11.5 million per year and a net present value of £13 million. That figure alone equates to nearly half of Powerhouse’s entire current market cap.

The 2.5-tonne DMG units, like those being lined up for Thailand and Project Eden, are designed to be profitable. They’re modular, easier to site, and offer commercial returns in the right use cases. They’re not just demonstrators — they are deployable, licensable units that expand market access and create revenue.

EngSolve, meanwhile, is already a profitable arm of the group. It delivers high-margin engineering consultancy, not only on DMG tech, but also across renewables and clean energy infrastructure. It’s winning business, generating cash flow, and supporting group operations without dilution.

Finally, yes, the March raise happened — but it was a strategic £1.325 million to accelerate progress on Ballymena, the Australian licensing rollout, new R&D, and EngSolve expansion. That’s proactive growth capital, not survival funding.

This is not the “same PHE story.” The company is executing a twin-track strategy with real-world traction, signed commercial partnerships, issued patents across three continents, and scalable IP-driven clean energy tech. The market cap of ~£28 million does not reflect the value of even one full-scale DMG unit, let alone the broader pipeline. The truth seems to keep passing you by. I wonder why?

@Castlepaul13 What you're missing (or deliberately ignoring) is that the commercialisation of DMG isn’t some speculative concept — it’s already mapped out, funded in stages, and being executed. The Bridgend FTU is up and running, patents have been granted this year (UK, EU, US), and Ballymena has a Letter of Intent in place for hydrogen offtake. A placement was done in March to fund those exact steps — including project advancement in Ballymena and Australia. There is no “raise” needed to test DMG — that’s old news. It’s about scale-up now, and that’s happening under a structured plan.

The £13M NPV from a single 40tpd unit says more than any comment section ever will. Instead of peddling recycled FUD, maybe ask why a company with that kind of asset-backed tech is trading at under £30M market cap.

Click the Google link to listen to our audio podcast (15-minute listen) https://drive.google.com/file/d/1yI8cjIVtSoDrdnithpqSqEcszgxP81cK/view?usp=sharing

Powerhouse Energy Group is sitting on transformative technology that the market still hasn’t priced in. With a market cap under £30M, and a single DMG unit projected to generate an NPV of £13M, this company is operating massively below fair value. Add in their wholly-owned engineering consultancy, EngSolve, generating cash-positive revenues and contributing to project delivery, and the disconnect between share price and commercial potential becomes impossible to ignore. This is British clean-tech, built on patented IP, real engineering infrastructure, and direct access to the booming hydrogen economy — and now fully backed in black and white by their broker. Enjoy the podcast.