Member Info for testpack3

Anomoly is still confused. His offering on H2 cost from DMG;
. Far away from a couple of quid industry want's to pay for Hydrogen per kilo. Talking with first Dave Ryan some time ago and recently Howard, the base cost for Hydrogen from DMG is in the region of £1.50 taking into account the cost of plant, depreciation, salary etc' Really confused.
To begin with, let us assume the DMG plant has an H2 facility ( cost ?), and is contracted to pay EML £1/2M pa. At 2000kg/d, and 48 week operation at 7 day week, total H2 production 672k Kg pa. that is a cost /Kg of H2 of about 75p. Salaries for a plant, with Engineers for a 3 shift system , plus ancillary staff, guestimate £1.2M, that's about £1.60 /Kg. The plant needs energy supply. Does the plant have a shredder for plastic, or does it buy shredded plastic. Cost of plant, with H2 facility, £30M ( PHE may disagree, but tell me the figure). Amortised over 20 years, with interest, £1.7M pa. or about £2.50 /Kg. Total so far £4.85 p Kg. I'm sure there will be other offerings to counter this 'back of a fag packet' appraisal.

C'mon swazer, you must have seen this coming. I hope that you didn't keep it to yourself and bought heavily last Friday.

This is classic 'herd mentality'. The posters who a few weeks/months/ last year berating all and one about the lack of RNS and information, are now saying 'silence is Golden', and plenty is happening behind the scenes. You couldn't make it up.

The poster who has 350K to gamble on EML. My suggestion is £5K now 9 gamble), and if and when EIA appears( read carefully to make sure no nasty clauses), the sp will almost certainly hit 20p+. Invest another £15K, and wait for a few days for the inevitable profit takers, and the sp may fall somewhat, invest the remainder. I assume that he loses £50K, he can afford to do it. If not, stick with £5K gamble. IMO.

Reat is a contract cleaning company, and as far as I am aware, are not refuse collectors.

Confused, yes, anomoly is with his calculations of electrical energy required for electrolysis. he does not understand the industry. Various companies have price targets for H2 produced from electrolysis. About $1kg.. No one has mentioned a price for H2 from DMG. There are already electrolysis plants under construction using renewable energy. I asked a simple question to mjallen a week or so ago, how many buses and HGV's does he envisage fuelling up at DMG's.? No response. Clueless for a self proclaimed 'expert'. Anyone here tell me a guestimate of the cost of H2 produced from DMG?I await for the nil replies. lol. Sell DMG as the method to convert waste plastic into syngas, therefore energy witha small C footprint cf to incineration..

Agreed, a loss is a loss. CEO mentions increase in costs due to Fidelis acquisition, surely we should have seen some profit from this company at good margins, as announced during T/O.? Disappointing, and Market not impressed. No mention of stage payments for acquisition of either Fidelis or Ladders Free, so those still to come . Damn.

swazers. lol. Your post;
'. Be careful who you follow & be careful in trusting "experts" ' Good advice, Do not trust swazers.
I have said before, it is easy to say when a cos, sp will rise, and fall. Downward pressure on sp is when a poor RNS is issues or , in the case of EQT and PHE ( another of your targets), no news from a pipeline of possibilities. Upward moves are generated by the release of 'good' RNS. The better the 'good' news, the more significant the rise. Understand swazers. Now all you have to do, is tell us when we are going to get the 'good' RNS. I'm going to guess that you do not have a clue.

at least 3/4 years ago I mailed Dave Ryan and suggested major refuse contractors as ideal sites for DMG, since they already have Class 10 industrial use, have the feedstock, and the cash. Doesn't get better. Never received a reply

Since the board is quiet matador, tell me what you have forgiven me for?

Interesting to see if Keith attempts to get Veolia to build DMG at their many sites.

Matador. Ideas did not 'disagree' with my post, and of course I only referred to the element in his post which was a 'little' critical of EML BOD.So your 'almost certainly' is 'not in my head space', but out of your fingertips. Get educated. Now to important matters. The 'fertiliser' comms from EU must resonate with Moroccan Gov t. The Country has not been critical of Putin, but will be mindful that it does not want to make an enemy of Eu, and USA. It probably has no feelings for UK one way or t'other, and probably sees BoJo, like the majority of countries, as a fool. Now is the ideal time for Graham et al, to actively communicate with Authorities, possibly with the help of UK Govt Minister, to ask questions of Morocco. No EIA is becoming more than a joke, and EML BOD remain silent, except for the occasional 'tweet'.

1/2 year results due end of this month. If they are 'good' maybe that will initiate a few buys. I have never seen a share with so few transactions.

And, By The Way swazers, When PHE announced the JV with Peel, shortly after ( days not years), I posted about their involvement with a small on-shore wind farm, which took 4 years to build, as opposed to a 10x larger off-shore wind farm in Japan ( no Peel involvement), which was completed in 18 months. This was a warning, and I acted on it, and de-risked. and am in profit with PHE. My question to mjallen was a fair one. He's on here now, in competition with Anomoly, spouting about his achievements in business, and like Anomoly, was too busy looking at the wood, and never saw the trees, and their self confessed expertise has got them nowhere, and Anomoly has only just seen a few trees with his criticism of Peel.

swazers. your post '@testpack3 Give it a rest old man.'

You have me confused with mjallen, he's 70 you know, he's 'the old man', and weighs 20 stones. Hope he doesn't get Covid.

Again, it's another biomass development not waste plastic. Biomass is not a threat to the environment, waste plastic is.

Matador, you replied to Ideas post on SOU, with this ' Almost certainly'. If you read Ideas post you will gather that what he is saying is that EML management is probably not talking about the right things with Moroccan authorities and EML have not built relationships with authorities. and is a little critical. Ergo, you must be a little critical.

Mjallen.
It is remarkable with your age, and all the experience that you allege you gained, both as employed and as a business owner, that you did not warn us of the many problems Peel and PHE would face when Protos was announced. All on here, bar none, were talking of a DMG plant being commissioned early this year. Must have slipped your mind eh.

How dare Ideas and Matador suggest that our CEO might be 'off the ball' in failing to get EIA approval when they have been told by mininginvest that Graham is excellent in every respect with only positive RNS's being issued. Must do better chaps. lol Perhaps we would all learn more if we follow EML on Twitter where it appears that is Grahams choice of communication.

The NPV does look very good, exceptionally good, however, who thinks the price of potash will fall when the East European conflict ceases?
If it's true Putin has cancer, he may well die in the near future, with any luck. A few Generals may well decide to attempt to keep control of The Donbas, but that will keep sanctions in place. There will be a political settlement if Putin dies. Following the end of the war, Ukraine will be faced with a hefty re-building bill, no doubt it will attempt to get Russia to pay for the bill. In any case, it will need cash, and exporting Potash and wheat will be priorities. The Potash price will fall, maybe not to pre-conflict levels, but NPV will be reduced. Hopefully EML will be mining by that time.

mjallan. I quote;
'Im 20 Stone imperial. When I go into the furnace at the end of my life I end up as a mixture of Oxygen and Carbon gas. And my residue powder will possibly sit on my wife's mantel piece in an ern and weigh less than than a few ounces'
It's 'urn' btw. At 70 yo and weighing 20st, you no doubt were a fan of Eric and Ern.
Now the Law of The Conservation of Mass, was not covered 'til the 6th form in schools, so I assume your education was cut short. It is very simple. Matter cannot be created or destroyed. When you are incinerated, and lets assume you weigh 20st when entering the furnace. All 20 stones of you will transformed into gases and residue. The solid residue being the main constituent. If the Crem. gave your spouse the remains in the furnace, she will need a suitcase.. I could give you the calculations for the amount of gases produced, however, you will not understand them, so pointless.
In DMG, since the vast majority of 'plastic' consists of long chain polymers, derived for Heavy Fuel Oil, consisting of the atoms of C, O, H, then when gasified, depending on the thermodynamics of the operation, these gases , and combinations of the atoms, will be produced, with a carbon based 'char'. 20 tonnes of plasic in, 20 tonnes of gases and char out. PHE state 2 tonnes of H2 produced, so there is 18 tonnes of other gases and char.