Member Info for Tatty99

On the losers board again I see. Helium investing is looking better than hydrogen at the moment.

Re the SPV close, I'm not clear what exactly is the reason for delay in 'financial close' until end of October. Was this explained at the AGM if anyone attended?

But bear in mind any fool can buy shares but the smart people know when to sell…gla

I think this is a painful reminder that when investing in a company you are actually investing in the skills of the people running the company. Today’s update raises more questions and provides no answers. Howard White says the first unit will now be in Poland? Really? When?

2023 is either a mistake or a massive disappointment and I expect the SP will suffer very badly as a result.

I fear until some significant build progress becomes evident the SP will continue its path of one step forward and two steps back pattern. Will be interesting to see how it ends this week after AGM. Anyone going?

The FDA list of ‘do not use’ or ‘do not distribute’ tests is very very long…..

https://www.fda.gov/medical-devices/coronavirus-covid-19-and-medical-devices/removal-lists-tests-should-no-longer-be-used-andor-distributed-covid-19-faqs-testing-sars-cov-2

https://hydrogenonecapital.com/

Interesting new investment vehicle, about to float, to gain a broader exposure to the hydrogen markets. I wonder if they will take a position in PHE?

Really very interesting hearing JCB Lord Bamford logical views about hydrogen internal combustion engine. In an ideal future, DMG units could help establish a hydrogen fuel infrastructure but we really need number 1 commercial scale unit up and running and proven to deliver first if PHE want to be part of this Hydrogen future. Cmon PHE/Peel get ya finger out!

PHE and EQT both hammered today/this week so far. PHE now on a low for the year. Curious and expensive. AFC and ITM down too. I'm partially out of PHE for the time being until some actual news about the first DMG build/planned commissioning date.

Why are the MMs making this such a bargain buy today?

What’s going on is no one appears to be buying said tests. Part of the problem is existing government contracts for the inferior Chinese test are still active.

https://youtu.be/d5P5Tz3VH94

Cheers Doc. I’m only interested/supportive of fundraising share issues if existing loyal shareholders get the option to partake via a Rights issue. Too often in AIM shareholders end up on the sh*tty end of a dilution.

Would anyone like to translate resolutions 7 and 8 into plain English?

Its pleasing to see that PHE contributed to this APPG report endorsing Hydrogen as an important fuel/resource for the future sustainability of UK.

It’s about time this corrupt government supports UK based industry and talent.

Echo that and pleased to read he is still available to help see his DMG baby being born.

Engsolve is clearly a very small company (4 directors and 8 employees according to companies house). But in their case studies it is interesting to note they have worked with 3 efw businesses as well as AFC. Still not sure what to make of DR leaving. I would have thought he would continue to be involved right up to commissioning the Protos DMG if he was any good.

Significant and important news. I hope the markets begin to appreciate this gem of a company.

There are still two related planning applications related to Area 10b showing as 'awaiting approval'.
https://pa.cheshirewestandchester.gov.uk/online-applications/simpleSearchResults.do?action=firstPage

If you just search for 'Area 10b' you'll see them. It is still a bit puzzling as these date back to October 2020 and Marc 2021.

Hope this helps.....