Member Info for TheAnalyst_

already have Penny

Kitchen sinked it

You constantly say how this.wont reach 3-5p I.

Hhowever, you also freely admit.you have no idea how PHE managed to reach the levels it has.

Right not, for EQT to equalise SPs with PHE, we will get to 2-2.5p. I honestly can't see any reason what so ever why this isn't going to be reached short term.

This conclusion is based factually on the blueprint set by PHE & also the PE ratios in this sector.

Finally, ITM are trading at 75 times our current valuations, the main driver behind this is the partnership with Linde.

If David gets a big partner on board, all bets are off.

When asked about what the future brings in the interview you refer to, the first thing he mentioned was bringing a large strategic partner on board.

Down to 156m. Not selling aggressively at all.

Since their last holdings notification, they have sold ~59m shares in ~8.5 months.

Averaging ~7m shares per month in sales. Considering the volumes at present it really is nothing (last week volumes >1bn)

Newboy, that really is sickening! What I would take from that is learn from your mistakes maybe?? Horrific though

Good news that you are in here as well, also, thanks for your input, im struggling to reconcile the potential here in my head. I'm thinking about how PHE is the initial target, but I have tremendous faith that EQT can hit ITM levels.

Ultimately, trading is difficult at the best of time, so even contemplating get in & out of these seems like a great idea for a quick bucket load of cash, but you are an example of what can go wrong!

Anyway, buckle in mate, Im hoping EQT is your redemption!

Hi Dafad

Welcome to the EQT board. After those results I don't think you will be the only person moving from the ITM to EQT board.

Shocking.

Congrats PigGLider well held mate!

Very doable with good news flow

This sector is incredibly valuable & can only increase over the next few years

With the Greece pipeline, the Balkans pipeline, the US, the 2 major partnerships, Ebioss gone, David Palumbo etc

In this sector we are a 100m-150m company all day long with the potential to become massive with the right partnerships

so it was, well remembered!

Wonder if we might see him soon again

No probs

was it you who attended the AGM one year?

Hi apple, remember you from back in the day, hope you are well!

The turning point for the new board was getting North Fork over the line. Everything since seems credible.

Reading between the lines the Greece contract has only not yet been fully finalised because of COVID but that should be in the next week or 2.

Even on that alone that's enough improvement on the Price era to show credibility.

There's also a few interviews available to check him out for yourself.

In my view it's only a matter of time before the MCAP equalises with PHE

For sure David.

If you go back & look at the chart for mid 2018 you will be able to see how EQT moves. Went from 0.3 to almost 2 on the promise of North Fork being landed. Now we have so much more going on it really is exciting times

Totally agree that PHE is a good company. As things stand they are also a tremendous yardstick for where EQT should be trading.

Can I ask what's your basis for preferring PHE? I'm in both but I prefer EQT over PHE on the whole

This is one of the best pieces of analysis I have read on EQTs current position. If anyone hasn't read it you are missing out!

With 80m traded already, amazing!

I'm glad to hear its in your interests for EQT to succeed, would never have guessed it from your posts

Anyway, all the best Asclepius, its been fun, although I suspect we will hear from you again when the SP takes another jump.....

Hi Asclepius,

Thanks yet again for the detailed response. Please understand, if you come on to this chat board, with zero posting history at all, predicting doomsday for EQT then what do you expect? You are automatically assumed to be a disgruntled ex-employee, competitor etc. Essentially, you haven't build up any credibility.

Your message is clear. No point in trying. However, let me counter, the world appears to have changed since you were involved here. In the last 6 months, this arena has exploded.

There is a clear blue print in order for companies to be successful in this space. To put it simply it is to have good tech & partner up with a 'big boy' as you put it. We don't determine the valuations on this chat board, the market does, & it's there for all to see.

Please refer to PHE, a partnership with Peel has put them into the £100m MCAP region.

Please refer to ITM, a partnership with Linde pit them into the £1.5bn MCAP region.

EQT have the tech, have the partnerships, finally have the CEO. There is no reason why EQT cannot follow the well written blue print.

Despite all your reasons why this will fail, the market, pricing EQT at over 100% up over the last few days, seems to disagree with you.

Thanks again for your message, its been taken on board & will be considered going forward.

If there's nothing else.....

Thanks for the detailed reply Asclepius.

As Newboy says, you do sound like a previous poster who has now been banned, many believed was Ian Price. With the new account, only 3 posts, knowing nothing about EQT but finding posts on their chat board does seem strange. However, you do clearly have detailed knowledge on this & a passion for the sector so your future posts will no doubt prove your reasons for posting.

Regarding your post, it sounds like information that the previous leader should have known, that clown tried to win the £100m projects all on his own. Needless to say he failed miserably & is a laughing stock in the sector now.

I would imaging your points are the reason why David has got into bed with the big boys. Cobra, Agrigas etc. I'm also investing under the assumption that David Palumbo knows exactly any future financial commitments EQT may have to undertake & have a solution in place for these. I'm aware that he has spoken about running the financing for certain projects through an SPV that roles up to EQT as parent. This would allow any funding partners a strategic way to invest in specific projects. Possibly Altair spring to mind.

You make an excellent point on the current electricity spot price, this is def worth further investigation.

Thanks again for the post, looking forward to having your expertise on board to discuss the positives & negatives of EQT & future developments.

Welcome to LSE asclepius. I see you are Newbie to the site.

I really do welcome your input. Purely because I have a lot invested in here, & I am constantly questioning if I have missed anything!

On to your post. The point I was making was the progress that's been made. EQT have clearly provided meaningful test data on the feedstock to have the offer made.

This alone must have took a lot of hard work & effort from David & the team.

This data can now be rolled out to & used for projects world wide. David is systematically breaking down each & every barrier in order to be in a position to deliver projects of such scale.

You make some interesting points, I'm sure the project will need to work at a microeconomic level before this proceeds. Although, with less & less countries accepting UKs waste I think the government are very motivated
for this tech to succeed. EQT seem well placed now to prove their technology works to the extent required to make the economics work & progress to this point.

Furthermore, the macro economic debate of north Vs south England is probably not going to be relevant in USA, Spain, France, Greece, the Balkans or anywhere else interested in this tech

What we do know for a fact is that right now we are in discussions for 2 more of these in Greece. The progress here can only help those discussions.

Agree

Short term these are massively inflated due to the emissions requirements & EU Green deal David spoke about.

His quote was winter is coming for the old infrastructure - Brilliant!