Member Info for Valuation-it-is

While the initial potential for applications in the UK is exciting, there are also numerous opportunities around the world, as shown by the number of approaches received from interested parties in Western Europe, Asia, Australia and Latin America and elsewhere for this technology, an efficient and economically attractive means of remediation plastic waste and producing hydrogen in economies facing similar challenges to the UK.
(Source DR)

........the hydrogen recovered by DMG technology differs from the hydrogen produced by other processes as follows:

.. Is self-sufficient without the need for an external power supply, compared to green hydrogen from electrolysis
... Provides a small locally distributed solution against Blue Hydrogen from SMR with CCS.
..Does not require an expensive pipeline distribution network.
..Produces lower emissions with lower investments compared to hydrogen grey from SMR.
(Source DR)

"A key feature of DMG technology is that hydrogen can be produced and sold at local waste sites without the need for an expensive distribution network." (D.R.)

Ideal partner for FC car producers as it solves the chicken and egg question - which comes first the FC car or the FC refuelling infrastructure.
DYOR

Great info again Kenny. Any idea what is triggering the German buying?

Had a capital raise recently.

Compare the market cap with the potential market......................

To get Ryan's view of PHE read The Germans are coming...

Hear what you say, but the danger of taking profits is not being able to get back in later. Size can drop and spreads widen.
There is a lot of German buying, so it would be very interesting to know what is driving that. The Germans are spending big time on the move to H2, but they sem to know all about PHE. Perhaps the Polish potential is getting an airing in Germany?
Any thoughts Kenny / Dr A ?

Thats a huge amount of plastic waste that will be looking for destruction in the EU rather than going for export. Even more for PHE and EQT to get their teeth into.

There is a wall of money looking for ethical investments i.e. companies that address the pollution and global warming problems.
Investors want to find them, Governments want to encourage them. All around the world governments are pouring money into these areas. We have found one that ticks the boxes.

As news of PHE' DMG process spreads who is going to want to get behind it?
The obvious candidates are local authorities whose landfill sites are near full and any manufacturer with a lot of waste plastic which cannot be re-cycled. But also less obvious are all those manufacturers of vehicles running on hydrogen fuel cells, who are desperate to solve the chicken and egg question - "Which comes first - FC vehicles or FC infrastructure".
Then there are the Ethical fund managers who want to find companies who are not just operating in a green way, but also cleaning up the environment. Further interest will come from companies who want MWH's of cheap electricity every day
When you look at this list of potential buyers for PHE's DMG offering and the potential buyers of the shares, the outlook for not just next year but the next 10-20 years is truly mind blowing.
If PHE is lucky, it may find it sells hundreds or thousands of its units around the world over the next few years. If this happens analysts' DCF models will be giving enormous valuations for the shares. This is not yet forecast or in the price. It is a possibility however so well worth DYOR. Happy Christmas

I think the systems may have improved since your time in NZ - (lucky you!)

Take a look at the Mitsuibishi heavy industries SRK-ZS series in combination with SCM Multi system outdoor unit.

But the cost of buying the kit and installing pipes all around you house comes into ti. Thousands for gas or oil central heating with water pipes going everywhere.

The heat pump works best 5 deg outside temp upwards. Which for us is most of the Winter (mild where we live). The outside air is blown away at about 15deg lower temperature than ambient. When outside temperatures start to go towards freezing - i.e. when you want the most heating, the system will not be as efficient and the ratio will drop from 5 to 1 towards 3 to 1, i.e. ever 1 watt to run the system will produce 3 of heat inside. I think the Government is onto it and will be encouraging its take up.

Happy to help with queries. We had a Mitsubishi air to air* heat pump installed about 3 months ago. Imagine it works a bit like a fridge with the cooling fins inside the house and the food storage area outside the house. The electricity is used to run a compressor and pump. Energy from outside is transferred inside, and the air outside is cooled by about 15 deg as a result. It is extremely cheap to run and cost around £1600 to buy and install. It does not emit any CO2 and uses about a light bulb's worth of electricity. The only drawback is that the air from it circulates so there is a gently flow of air around the room.
Well worth looking into having instead of gas or oil central heating.

* Air to air, means energy comes from the air outside and goes into air inside. So no underground pipes outside, no water pipes/radiators inside. Simple to install - 5-6 hours for our 9 KWH unit.
Merry Christmas

As news of PHE' DMG process spreads who is going to want to get behind it?
The obvious candidates are Local authorities whose landfill sites are near full and any manufacturer with a lot of waste plastic which cannot be re-cycled. But also less obvious are all those manufacturers of vehicles running on hydrogen fuel cells, who are desperate to solve the chicken and egg question - "Which comes first - FC vehicles or FC infrastructure".
Then there are the Ethical fund managers who want to find companies who are not just operating in a green way, but also cleaning up the environment. Further interest will come from companies who want MWH's of cheap electricity every day
When you look at this list of potential buyers for PHE's DMG offering and the potential buyers of the shares, the outlook for not just next year but the next 10-20 years is truly mind blowing.
If PHE is lucky, it may find it sells hundreds or thousands of its units around the world over the next few years. If this happens analysts' DCF models will be giving enormous valuations for the shares. This is not yet forecast or in the price. It is a possibility however so well worth DYOR. Happy Christmas

Where does $2.3 trillion a day come from? The annual GDP of the UK every day, in profit?

Our air to air heat pump uses approx 100w to provide about 500w of heat, a five fold multiplier. (The other 400w is extracted from air outside the house which is left much colder.) One of the best admittedly but it is the way to go for domestic and other heating.

When you write Hydrogen wont be used in cars, do you mean burnt in an internal combustion engine or do you mean as a fuel for a fuel cell (FC) car? Given 1 kg of Hydrogen gives the energy equivalent to 1 gallon of petrol, to provide 300 miles or so driving in a FC car takes 10kg of fuel. To do that with batteries means adding approx 700 kg of battery weight.To go further is not possible without re-charging a battery car. Many people would prefer to have a FC car given refuelling takes roughly the same time as filling with petrol and range is also far better. The problem at present is the lack of infrastructure - something which PHE appears capable of solving.

As DCF, PE, P/CF, valuations are not yet possible, one of the few valuation parameters we can use are to compare market caps with the addressable market. The latter is vast so a list of market caps alone of companies in the hydrogen subsector may be useful. These can be compared with the value that each company may create to assess whether they are cheap/dear.
ITM £2,540 million at 461p
CWR £2,120 million at 1236p
AFC £392 million at 58p
PHE £253 million at 6.8p
EQT £124 million at 1.78p

To get info re the plant ( not allowed to post a link) a search in Duckduckgo on
Peel L&P Environmental 'DMG' plant at Protos
takes you there