Member Info for testpack3

Ferrisc.

Spot on. with Vlads 'checks and balances', there is always a window open. That is the flaw in Toots rebuttal of my point.

Rest easy guys, not gonna happen. On this point, I heard a different take on Trumps 'end war on day 1'. i, Along with others, I think he will just deny Ukraine USA arms, and ask it to cede The Dombas and Crimea to Russia ( formerly Russian territories). The differing viewpoint put forward, is that this offer will also be given to Vlad The Aggressor, on the condition that if rejected by Vlad, USA will arm Ukraine with whatever it needs to remove Russia from Ukraine. I cannot even imagine Vlads pal, Trump, even considering this. Only a short time to find out, at by that time, nowt will have happened in Morocco. And this is what happens in news blackouts for EML, Mat brings up Potash requirements in a Nuclear Winter, and, foolishly, I chose to reply.

Unfortunately, IMHO, World Govts, to date, have been 'all talk, little action'. The Paris Agreement, UN passed in "2015, on limiting C emissions, has seen little progress. USA, under Trump pulled out in 2016, Biden re-joined, and Trump will withdraw next year. It panders to the 'green agenda' with words, and little action. Plastic dangers, to my knowledge, have not been discussed in any detail, and how to remove them from the environment. In this case, PHE et all, have been ineffective in putting their cases forward. From 25 Nov to 1st Dec ( next week), there is an International Conference in Busan, S Korea, to be attended by 175 Nations, Global Plastic Agreement. The stated aims are to make 'plastic product' producers', 'accountable'. I hope it will also entertain solution for removal of said contaminants. PHE, et al, should already have made representations to their respective Govt representatives, on DMG, highlighting it's 'self sufficiency' on energy needs, removal of plastic ( and scrap tyres), with useful products to boot. Time will tell.

Mat. Your 'nuclear Winter' is a obviously a reference to Biden allowing Ukraine the use of Long Range missiles into Russia. And now, seemingly the use of 'land mines'. It is a token gesture, since on Jan "0th '25 Trump will stop it, and Vlad the Aggressor knows it. Biden, belatedly, has realised the Russia can use 'whatever', including recruiting foreign Nationals to fight 'his' war, but Ukraine is hamstrung. In a Nuclear exchange, Europe would be hit but not as bad as USA. Radiation in Eu will find it's way to Russia. Combined pop of Eu and USA is c 900M. The population of Russia is c150m, with majority living W of Urals. No need to bomb non technology area. Europe and USA would survive, Russia would not. Putin is all 'bluff' when it comes to nuclear, he knows it would be the end of Russia. China I think, would see such a conflict as a way to get all the territories E of The Urals. All guesswork obviously, but do not fret Mat, aint gonna happen. Lettuce will still need Potash, however it will not be from EML.

The groundwork for FEED must surely, already have been done, since FEED must have been prepared for the Protus Plastic to Energy project in Cheshire. Plant size and equipment will be about the same size. It may be the case, that since HUI are expressly interested in H2 production, and PHE has put that 'on the back burner' ( pun intended), FEED may be delayed until results from Test Centre, and the use of various feed stocks, and possible various product designs. After saying that, when FEED was prepared for Protus, H2 production was still the 'game plan' at PHE.

The BIT must still be in force, since none of the parties has not notified the other of it's wish to terminate.

Each party has 2 months in which to nominate an 'Arbitration Board' member, and then a further 2 months for the parties to nominate a Chair. Not going to be a 'quick' settlement.

Since EML RNS's are 'vague', it is unclear if it wants to continue with the project, or get a cash settlement. If there has been subterfuge on behalf of the Authorities, then it is safe to assume, it is for the benefit of OCP to mine Khemisset in the future. It is also safe to assume that Authorities would expect a request from EML for a BIT Tribunal. OCP and Kingdom Govt lawyer, must, therefore, be content with their position. I am still of the opinion that 'water', or the lack of, will be predominant in refusal of EIA. I very much doubt that we will be informed of the details of the prosecution of the case by EML, and I think we can all take the next 6 months off.

However, it is a ripe time for multiple theories to abound, and for 'new posters' to put in their tenpennyworth. One such poster asked on Saturday,;

''Could anyone of you share any article with me, which you consider as informative, but brief at the same time? Where are we with EML, what do we expect as best or worst scenario, in what timeframe, etc . for ;'

My suggestion is this, read 8 years of EML RNS, and be as confused as to the majority on this Board as to the Why and Wherefores.

Good luck with it. If you find an answer, please tell me.

'

Hi Dumb. You have been reading my posts, and learning, well done.

The important thing now, is if the upcoming trials at the test centre include SAF. If not, I fear others will get on the 'band wagon' and leave PHE behind, in this obvious lucrative market. As the Irish outfit as shown, waste to liquid is not thermodynamically intensive as waste to gas, as in DMG, but would be a natural fit for a DMG operation We will see.

AimGainer appears to be a 'full on' conspiracy theorist. Obviously, that will include vaccines maiming and killing people, and being ineffective. Therefore, in the same camp as Dumb. One question, how many people does he know with Polio, Smallpox, yellow fever, Measles, Rubella. And before you say that those Vaxs are not mRNA, yes, they all are, and have been for some time.

Afternoon, bought any ars recently without knowing running costs? lol

I have asked you several times, to give one, only one, example of a post of mine that has been C n P. You can't, because you will never find one, except for the odd occasion, when I quote from an article on a recommended website from this forum, and then i place that quote in quotation marks. Simple. Like your new amigo on Fantasy Island, Glenhoss, I am in your thoughts, and you wish you could post something vaguely intelligent.

The Japanese Patent is good news, but has you have now observed, it is not what you and swaz thought it to be, ie; a Patent for conversion of plastic to Syngas. It covers one aspect of the Thermodynamics of operation. ( ask an intelligent friend, or Glen can ask his son doing an imaginary doctoral ). It covers temp ranges in the TCC for optimum Syngas production, so if a process only produces 80% optimisation of Syngas production, it may not contravene the Patent. In any case, monitoring might prove impossible. Tell me where that is a CnP from Dumber. Duh.

No, I havn't got a degree in BS from Harvard, only a DMS from a part-time course at a Poly when I was 21ish, and of course many years as a PDMR in Ltd Companies. Plus Uni degrees(with hons). Unlike Dumb, who has no education, posts on here and elsewhere all day, unemployed, and is a 'top successful investor, and horse race betting aficionado.' lol. I can see you pair of numpties buying a car. No interest in MPG, no interest in maintenance schedules, no interest in expected life of car,.etc, etc. You can find all these out when using it. Lol . You should have tried education, it works for many.

BTS;

Thanks the reply. Explains why he left.

It all now depends on what EML have either in recorded messages, or in print, to prosecute the 'lies'. I am still of the opinion that it is extremely difficult for an Intnl Court to convict a Kingdom, especially when the Monarch plays an important role in decision making. The evidence will need to be 'cast iron' and then some. I do feel, that whatever is the decision, EML have no future role in Morocco, and if awarded substantial amount in damages, might pursue another mining adventure ( more suitable than venture), giving BOD another chance to squander S/H monies.

Ferrisc;

........................... and, I sold out at 0.85p, I can now buy at 0.75. Can save a few hundred£s. Sometimes you sits and thinks, and many times you just sits. have a good one.

Ferrisc;;

'You sold out, why do you care to comment?'

In the World where intelligent people reside, these are 'message/opinion boards'. It is not a condition to be a SH to post. In any event, I may decide to buy back in if the sp drops another few %. Please post useful messages, and not nonsense. Thanks. You're welcome.

Dumber posted;

'Testing will as you say throw up some sort of numbers that are part of the basis to anyone thinking about the phe model as a potential comustomer, but the 1% bit is that it will be the customer that be faces with operating costs so they alone will need to decide if it works for them or not simply based on cost to run v revenues generated'. lol

He and Dumb were the 'pioneers of 'it is the customer who will decide if the process is profitable, not PHE'

The last sentence of the quote above shows the level of understanding Dumber has of business models.. Well dumber, the difference between 'costs to run and revenue' is called 'Contribution to Profit', and is a Prime Metric in deciding if a process is worth the investment. PHE will have to provide information on what costs are involved in operating a DMG, possible not in LSD, but certainly in numbers of personnel required, power consumption ( which is offset by use of recycled Syngas), the total volume of Syngas produced for particular feedstock mixes, plant footprint, etc.

The total amount of Syngas produced is an important metric, since it will show the amount of 'energy' still left, after recycling, to power other systems. This will answer the debate question raised a few posts ago.

Dumber, castle , swaz were extolling the 'great financial benefit in the market' for the Patent. I asked them, repeatedly, how that would work. No answers given. Since a poster has cnp the 'patent' info., it can be seen that the patent is not for the DMG process, but only covers the control of temperature in different zones in the Combustion Chamber. The majority of 'chemical process' involving a change to varying compounds, require a catalyst to optimise efficiency of reaction. Catalyst type and use will be confidential, in as much not for general release, but will be made available to prospective customers for them to optimise the plant efficiency and hence, profitability.

Dumber, you dug a hole, , and now only awaits for you to make it deeper.

BTS states M Govt lied to EML beause ex-CFO said so.!. Where has this info' come from?

If that proves to be the case, then the most lucrative solution is for the EIA to be awarded, and EML can build the mine. It is a non-starter that the mine will not open , eventually. If this has been lies from Govt., and with EML pursuing legal satisfaction, the it may be untenable for EML to continue in Kingdom, and OCP get the License to mine. A fait accompli .

I am assuming that all the geophysical work that has been done on site, is the ownership of EML and can be a separate item to be sold. It would then, preclude these costs in being used in a damage claim.

It is a messy end to what many of us, not hoped, but believed, would be a financial bonanza, Oh well, onto the next one .

99icecream.

'How does that work? - Are you suggesting that someone would short such an illiquid share '

Because the share is 'illiquid' it is not possible to 'short it', not even for small amounts.

Not sure why the RNS headlines 'construction, demolition and landscaping waste' ?. I believe the 'target' for Syngas production will be waste from Sugar Plantations?.

There will be some waste plastic from construction and demolition sites, but industrial use grade plastic is a different animal to packaging plastic. Has EQT successfully treated this heavy use plastic.?

Because the Co. has decided not to be transparent with 'events' in Morocco, theories abound. The 'new' one being is is not about water supply, but 'administrative quirks' in the authorities dealing with EIA. !!!! In a nutshell, the (alleged) 2 bodies could not agree between themselves on who is responsible for the EIA, and even if the EIA is an issue at all.? This theory, with justification, I believe, is taken from the phrase ' breaches by Kingdom and its Agents of BIT. Ideas kindly a resume of events, in which we were reminded that EML were invited to re-submit the EIA to include water saving from KMP process. Why?, if 'water' not an issue. This suggest 'smoke and mirrors' by the Kingdom if the actual reason, as suggested by the theory outlined above, is that The Kingdom, or the important part, does not want EML involved. I think that if EML believed that 'water' was not a problem, and just being used as a guise to reject EML, then call the bluff, and submit a new application with De-sal water supply from coast. As I understand it, an appeal has been rejected, and not the ability to enter a new EIA application. However, in the fog of CT's , nothing appears to be straightforward.

No source of the $2.2B damage claim was given, and this figure is just 'click bait' for willing readers. As pointed out, it is the revised NPV8 of mine. No Court would award this figure. However, a claim must start somewhere, and one can always 'drop', going 'higher' is difficult. What would be relevant to a Court, is 'costs to date'. These can fairly easily be made by examining PnL A/Cs from first application to mine in the Kingdom to date. In addition, there would be additional costs for interest, and 'loss of reputation'. KMP would be subject to a 'sale of Patented Process' to whoever.

My reading of the RNS is that EML is looking for 'cash compensation' for its investment, not for the EIA to be awarded. Below is c n p from RNS;

'Nevertheless, before proceeding to arbitration, Emmerson has, in good faith and in the spirit of cooperation, invited Morocco to engage in discussions regarding cash compensation for the damages incurred because of Morocco's breaches of the BIT, with a view to achieving an amicable resolution of the dispute.

If such discussions with Morocco are unsuccessful, Emmerson intends to submit a claim for arbitration under the BIT, seeking damages for the harm described above, plus interest, costs, and any such further relief as the Tribunal may deem appropriate in the circumstances.'

It is, imho, not possible to get the EIA awarded, by any legal process, since, as outlined yesterday, EML has not put forward a practical solution to the 'water' problem. For EML and us investors, the mine is dead. Again, reading between lines, in absence of BOD info., discussions with OCP re; a buyout or JV have not happened. Why would OCP want to to spend any cash on an outfit, that will be in VL in the not too distant future. The minerals will still be there, OCP will build a pipeline to the coast, water supply problem solved, and OCP will get EIA, King will be happy.

Will EML get compensation for its investment. Imho, No. Because any accusations that it was lied to, unless it has a signed piece of paper, saying water supply to mine will be in the hands of the Kingdom, then any, and all, accusations of falsehoods will be dismissed. It is certain that EML has not taken the EI seriously. Water has been a large environmental concern for sometime, and operating a mine that will, not may, have an impact on local supply of water, the EIA presentation, must include an adequate, and ongoing supply of water, without affecting local needs. EML has failed, miserably. It has now gone down the path I feared, of the BOD extracting every last penny from the coffers, leaving zilch.

I have, 'putting my money where my mouth is', sold all my holdings now.

Whilst some are attempting to 'downplay' the role of OCP in fertiliser production in The Kingdom, keeping abreast of 'facts' is important. First, there is a refusal of the EIA for Khemisset. No EIA, no mine for EML. simple. Would the Govt like a mine at Khemisset. 100% is a fair guess. We have not been given specific reasons for the 'refusal', but water supply seems to be a fair guess. Has EML put forward a 'water supply' solution. No. Only a reduced water consumption process, which appears to be insufficient to obtain the EIA. Are there any cos. in Morocco who have De-sal plants at coast, Yes. OCP. and pipelines to the interior. Yes. OCP. Recently awarded $100m loan for the build of a 220Km pipeline, already under construction, to the kingdoms interior.

Actions for EML to take;

1) Legal route. may not have sufficient funds to pursue case. In my experience, and with the knowledge of 2 UK based cos, taking a Sovereign Country to ICA, or any other Court, is likely to prove unsuccessful. The main play of 'the defendant' is simple. We do not have enough water, and the situation is likely to get worse, rather than better in The Kingdom. water saving plans put forward by the EML, still require large amounts of water, which is not available, and would deprive the local community. No Court can overturn this defence.

2) Put forward now, a plan to bring De-sal water from Coast to Mine, with sufficient capacity to also supply local market. To get construction started and build the mine, bowser in water from wherever available.

3) Sell out to OCP. Why would OCP do this when it is more than likely that Court action will fail, and a 'firesale' will ensue. OCP offering a minimum buyout price of, say, 3p ps, would probably be Board recommended, especially if OCP Board seats were made available. If the KMP process does 'what it says on the tin', then this could be incorporated in a revised 'sale' price, of say, 6,7 p ps.

Thinking that with a 'bit more time', reason will prevail, and EIA will be awarded, is, imho, living 'in the Clouds'. I hope to be proven wrong.

WhatYouThink, a newbie, been here since Jan. this year posted;

'Funny al those speculations I red below.

Have OCP license minig blocks. NO

Has OCP potash expertise ? NO

Has OCP expertise in underground mining ? NO

Has OCP expertise in a Potash processing plant ? NO

Keep on dreaming and speculations LOL'

This is from OCP website.;

'The open-pit mine at Benguerir is one of OCP’s most important research activities, as well as being fully active as a mine. A testing site and Living Lab location for UM6P, the mine is open to the scientific community for research purposes. This project places OCP at the cutting edge of technological progress in the mining industry.

Our mines at Benguerir and Youssoufia together make up the Gantour system, the third-largest phosphate mine in the world. Phosphates from Gantour are transported to Safi for processing and export.'

This is just one article from their website, and according to 'search engines' , OCP is the largest Phosphate producer in Morocco, which is the 2nd largest producer in the World, after China. I, and I'm sure others, are interested in how you draw your conclusions. If you are correct, it only adds weight to the current conjecture that OCP is behind a 'coup d'etat' to oust EML from the Moroccan scene, and seize their assets in a 'firesale'. Otoh, if your statements are incorrect, could you explain your motives.?

In a post from yesterday, you posted a link stating the following;

' According to various media reports, a significant number of global hydrogen projects have been cancelled or put on hold recently.'

I viewed the 'link', and it was an article on Repsol downgrading their green H2 commitments. Repsol is Spains leading Oil n Gas exploration Co. It, like other OnG cos want us to rely on good ol Fossil Fuels, forever. I take with a pinch of salt.