Goldplat CEO Werner Klingenberg discusses dividend policy, share buybacks and the Kilimenpesa sale. Watch the full video here.
So nobody knows the selling price of H2 in Poland. Does any one know the cost of producing H2 from DMG, in Poland, in Uk, or anywhere. Every business model for a company that manufactures a product, whether it be ice cream or jet engines, before embarking on a journey must know 2 things, the market selling price for its product(s), and its all in manufacturing cost. With all the contacts the knowledgeable posters on here have with PDMR's both in UK and Poland, I would have thought this would be easy to obtain. Thanks in advance.
Since the beginning of February 2021, 131 major projects have been announced worldwide. This brings the total number of large H2 projects to 359. The total investment in these projects along the entire value chain is an estimated 500 billion US dollars by 2030.
You decide for yourself whether you want to give a start-up company time to do with plastic and hydrogen or rather play the impatient and get out. '
The post was aimed at me. Now Gentleman1, very good research, and tell me how much of this to date has been invested in or earmarked for H2 from DMG. ? Well, let me give you a clue, next to zilch. The vast majority of this $500B will be, and to date, has been, invested in H2 from electrolysis, microbes, photosyntheseis etc. and, 'green' SRM. I was on the H2 bandwagon before anydody on this site, but vehicles are not going to enter a DMG H2 facility to fill up when it will be considerably more expensive than from other methods. The point of the article from Nuthazard, which I endorsed, is that DMG PDMR's should be pushing the main reason for DMG, which some may have forgotten with all the Yeo Hype on here, is the safe removal of waste platic, tyres, and production of electricity with the product. Simple really. H2 can be a bonus if needed.
On the plus side The Failures No 1 Disciple didn't rant about how good The Failure was/is. However, the post does leave a nasty taste just seeing his monika. Unlike the Fab 4, as far as he's concerned, it's good riddance to bad rubbish.
Nuthazard. An excellent post, and not one mention of H2. PDMR's should be focusing the attention of Govt's
, authorities, investors, etc, on the key driving elements of the need, and rapid need for DMG.
Safe method of removing plastic, tyre waste ergo improving urban environment.
H2 will hopefully be the first choice of powering HGV,s public transport, trains, ships with FC in the coming few years. This will greatly reduce he carciogenic ( mainly from diesel) material in out environment, which will, in turn, reduce chest infections, and fewer hospitalisations. It should not be a 'one winner take all' competition between EV and FCEV, the main object is to remove fossil fuel power. There will be a H2 ICE in the coming years for those who like the 'grunt' of 8 cylinders, but a clean one. There has been much debate on meeting the goals of the Paris accord, with many taking the postion that it's too little , too late. It doesn't take a genius to know that the majority of Fossil fuels are used by the transportation industry. If, within 5 years, Developed Country Govt's banned the use of fossil fuel ICE for cars, HGV's, trains, ships then the accord goals would be easily met and surpassed. It's a case of money, and lots of it, subsidising the price of cars for the public, probably means tested. It's only a matter of 'if there's a will.'. Special thanks to my writer for this article, Greta.
DunsterianChap. You and your 3 herd friends are a bit thick I contend. You are now saying it is out of EML's control, but the other day, you said , in your considerable experience of these matters, that a little cajoling may be necessary to get events moving. Now what is it?, gentle cajoling, or do nothing, as you originally intimated?. I believe yesterdays appointment is a clear signal that EML want more 'cajoling' in Country.
Haha, Still trying to get Kim and moi conjoined.lol You were informed by your biddy Westie that Kim is an entity in her own right. And you are still confused about Rules and Regs here. I have called you out a dozen times now as a teller of untruths and living in an alternate reality, and have wagered a decent sum that you are a devoid of reality. Man or a mouse, squeak up?
Mr Jinx, Tread very carefully here with comments like you know of people meeting with Moroccan Officials, it will not go down well with the herd. Doesn't Chariot know there's a pandemic???. The new appointment tells us that it has a problem communicating with Moroccan depts. It may be the Baksheesh problem?
DunsterianChap. So I made a baseless assumption eh, this is what you posted;
'It's out of Emmerson's control. If the permit is due then it's imminent, in the same way a planning application near the determination date would be.'
It's out of Emmersons control. You sitting behind your desk waiting for the Council to contact you. Obviously one doesn't go in gung ho, but there is a way to approach procrastinating Councils etc', and gentle cajoling was what I alluded to in my post. That's why EML has now appointed another guy to facilitate 'better understanding' in Morocco. It's very simple really if one has the intelligence to read what is written.
GW62. another apologist. It cant be Covid since Hayden and Graham went on a Dubai trip in the middle of the Pandemic, and we know other companies that are working in Morocco are doing business.
A RNS stating the reason is not bad PR. It stops what we are doing here, guessing, and probably coming to false conclusions.
The definition if imminent is 'about to happen', 'soon'. Both of those have expired.
Castlepaul is referring to liquid/polymer lithium batteries. The new technology I believe, that will overtake the use of these 'liquid' batteries, with the faults as described in Castlepauls post , will be a new generation of Solid State Batteries. These use solid electrodes, and electrolytes. In the past, it has been their low energy density as the major drawback. Research over the past 10 years has greatly increased this defecit, and is continuing, with some major players. For reasons I've outlined before, I think the use of HFCV will be limited, and not mass market. And, because of reasons I have outlined before, ICE manufacturers are not sitting on their hands ready to ready to let the ICE die. Toyota is working on an H2 powered ICE, and other manufacturers are working on 'alternate' clean(er) fuels. H2 produced from DMG will not be the cheapest available, and is not necessary for the success of DMG. I think it's an error to market the Company as a ' Clean Hydrogen production from waste plastic Company'. This is because Yeo has jumped on the H2 bandwagon, without thinking of the risks. The risk is if battery technology is the main mover in the EV market, then some investors might perceive that as 'bad news' for PHE. Yeo will then be saying, 'we are much more than a H2 producer, and it does not affect our business model' . HFC will be a major force in HGVs, trains, ships and public transport, but not necessarily in cars.
''I guess my use and interpretation of the word imminent is clearly not the same as Emmersons.'
Spot on Kim. I'm sure most of us have been in the position of waiting for the 'bureaucracy' to pan out in Local Councils, Tax Dept, etc, atc. People like DunsterianChap, sit at home and wait for something to happen. Others, and there are plenty, phone, visit the Dept', to find out if there is a problem, if there is, how to fix it, if there isn't, sign the piece of paper please. It's not rocket science. EML have people on the ground to find out what is going on.
Final word on the fraud, as proved by his post. He does not have a PhD , period. He has a MSc. He has submitted his thesis to the Faculty for a verbal consideration of his thesis, why, because his thesis was based on another persons work, and a thesis should be original work. A sham. And the herd take every word from him as Gospel. Look at his twitter feed, fools.
Now to Painstake, I see you can't either reply to a simple question I asked you about PHE. Another fool. My, they do get wound up don't they with the truth. The filter button on again fraud, like last time. Yes, exactly like Trump, but without the 'add ons'. And you all believe that the Company has control over the spread on its SP. Fools
Painstake. I have posted many times positively on the market for H2 and the technology of DMG. I have said I was promoting H2 before the majority on here had ever heard of Fuel cells. What I disagree with, is the PHE model in the UK to put DMG rollout in the hands of a third party, and PHE have no control over that. The objectives of Peel and PHE may be different, At the very least, it would have been better if PHE had developed FOAK outside of this agreement, and showcased it to the World. Now you tell me why Peel developing FOAK is a good idea?
Aha, The Fraud gets my post from yesterday deleted - why. because he cant answer the questions I posed, and make him look like what he is - a fraud. Painstake is also short on common sense, and reading ability. My comments re buses fuelling at depot was in reply to the frauds post, well, copy and paste, that there will be hundreds of thousands of HFC buses worldwide . He posted this to reinforce his copy and pastes about Peel building H fuel stations. Got it Painstake, now lets see you reply to that.? The fraud is like trump, he accuses people of all the things he is. he is a toyal narcissist, and only lives by a keyboard. A sad, lonely, pathetic individual. Obviously, he didn't like my comment that exposed his lack of education. He said I slandered him. haha. The written form of defamation is libel, slander is verbal. No comment to make fraud, only to heap abuse at those who expose you. Tell me the title of your Thesis, the Faculty you attended and the dates, a Google search will verify you as a fraud. If I'm wrong, it's apologies all round.
When the H2 filling station is up and running at protos, and you all have your HFC vehicles, how many of you will drive past Shell, BP, Tesco, Morrisons H2 fuel stations and go to a Industrial estate, where the gas is more expensive. And it will be more expensive. You will not go through my 'old posts', but I was banging on about H2 is the future, on SOU and RDS boards 3 years ago, before you had even heard of Fuel Cells, Just drop a message to DaveyBoy in the SOU site, who I was having a debate with on when ICE would be banned in developed countries. DB did not understand that progress is not a straight line event, but takes leaps with new inventions, and this will continue. Although H2 has, and will have increasing use in energy economics, as far as the humble car goes, the Jury is out. If, the advances in Solid State batteries continue, they will be a preferred choice for vehicles, and a contest between SSB and HFC , in Trains, HGV, Buses for market leadership. Converting Syngas to H2 is not cheap , and there will be cheaper suppliers out there. A better solution may be, syngas to electricity to grid. This is a much 'greener' electricity than produced in a gas fired PS.
Finally, according to fraud, Tim is going to talk about clean air. I have news for him, every adult in developed countries ( excepting Americans born and raised in the SE and mid West, who in the main are illiterate, and Trump supporters), know that ICE, especially in urban areas, fill the air with toxic gases, to include carcinogenic particulates. He will no doubt be going on another 'H2 is the future' rampfest, whilst doing FA politically to curb Diesel Fuel consumption when he had a bigger platform. Someone should remind him of that.
In Brasil, It's cold, ( 20dC RdJ). Good golfing weather, so off to the campo.
There is some confusion on the board if the intention of the Company is Phase 1 or Phase 2. I'm pretty sure this confusion also reigns in the Boardroom. If the Company is being 'set up' for a T/O, it will only be for the benefit of Directors. If it is sold pre-production, it will be at a knockdown price, and would fly in the face of all the 'credentials' the mine has. ( see SXX), and only Directors came away laughing all the way to the Bank. Thankfully, I wasn't involved. With the 'soaring' Potash price, it's worth remembering, EML will only benefit when it has some to sell, which, by all accounts, is now at least 2 years away.