Member Info for Wolveshaveeyes

TP3, we lead with DIDO & PLUTO at AERE Harwell.

However,

https://world-nuclear-news.org/Articles/UK-s-nuclear-clean-up-cost-estimate-dips-to-$154-b

And from own UK Government site:

https://www.gov.uk/government/publications/nuclear-provision-explaining-the-cost-of-cleaning-up-britains-nuclear-legacy/nuclear-provision-explaining-the-cost-of-cleaning-up-britains-nuclear-legacy

Is it an old technology or are there newer safer alternatives?

US Incident:

March 28, 1979 Middletown, Pennsylvania, US Loss of coolant and partial core meltdown, see Three Mile Island accident and Three Mile Island accident health effects Cost $2.4B.

We all probably remember the USSR one.

but there are newer technologies being developed:.

Culham - little known but important to the uk

https://en.wikipedia.org/wiki/Culham_Centre_for_Fusion_Energy

And least I forget PHE and its technology to produce Heat, Hydrogen and Electricity from waste plastic, rubber and maybe other feedstocks.

As always DYOR.

Wolves

RKB

In your opinion with additional funding (I have no knowledge that that is the case) do you think that they have the potential to put the infrastructure and teams in place to reach the highest of their 2022 forecasts? It would require quite some speed of market penetration . Your thoughts on this would be appreciated.

Wolves

RKB

You are teasing messi1966. A cat playing with a mouse comes to mind (no offence meant messi).

messi1966 think of this as a project, then have a read of:

https://www.accaglobal.com/in/en/student/exam-support-resources/foundation-level-study-resources/ffm/ffm-technical-articles/rate-return.html

This is a simplistic article.

Of course DYOR and maybe consider other variables.

Wolves

Hi BKBeekeeper

I came upon this document about a week or so ago. The forecasts were certainly impressive but they have to also be realistic. If they can achieve the forecasts then I for one will be very happy.

The test web site does look good and I thank you for the info on sign up. I had a few problems with this earlier in the week but managed to ensure email is now recognised. I'd forgotten to tick the box at the bottom of the page.

Wolves

Yellowf1

To help you, how about adjusting for:

NEX Exchange
Market makers share float
Delayed reporting of trades.

Wolves

Yellowf1, A few large delayed reported buys going through of 500,000 each. Will the reported buys outweigh sells. I expect the answer is yes!

Wolves

14:50ish 500,000 trade slipped through as a sell when it was a buy

Wide trading spread and sitting on a number of buy's.

Wolves

Stokey12 Your post 14:24

I agree. Just a timing issue.

Stokey12, I agree. Just a timing issue.

RedTedsRoadshow

A very reasonable question to ask.

If the first plant is proved to work as expected, then it will be a significant cash generator. Results will speak for themselves. The ROR will be high and Peel have an asset base that would back additional loans if they required them to gear any money making venture.

I would expect Peel to bring in partner organisation into each schemes to ensure that feedstock suppliers had skin in the game. The same could apply to the major equipment suppliers. There are so many ways in which these projects could be funded by Peel. IMO they will have the clout to get this done and it will be in their own interests to get as many DMG's up and running as quickly as they can.

It wouldn't surprise me if each scheme's funding is almost unique to fit local circumstances and businesses.

Wolves

Tatty99

Page 52, relationship agreement. This was a very important part of the circular and should provide comfort to all PI's.

"Under the terms of the Relationship Agreement, the White Family undertake, inter alia, that they shall
use all their rights and powers (including, without limitation, voting rights) (Voting Rights) attaching
to the Ordinary Shares in which they are interested from time to time so that the Company and its
Business (as defined therein) shall be managed for the benefit of the Shareholders as a whole and
independently of the White Family."

At least I am happy that it is there!

LedZep

I totally agree with your take on this.

I've never been happy at the 40% but I am taking a pragmatic approach to this takeover. If an accountant looked at historic asset values relating to the two companies then an eyebrow would be raised to the market values. However, this takeover represents so much more. It completely re-aligns the business and this is all about synergy and future earnings.

Yes there are risks but these have been mitigated as much as possible and increasing the plant size to 35tpd indicates to me the confidence that DR has that this will work as planned.

Peel have been reviewing this technology for several years and it is massive that they wish to be involved in the way that is currently proposed.

The valuation of PHE is all about the potential future income streams and operational units 1, 4 ,11, 24 up to 100 or more? And that is just in the UK. There are c.195 countries in the world, populations amounting to c. 7.6 billion. That is an awful lot of potential.

Lets not under estimate what this takeover really means for us PHE shareholders / PI's., IMO it is transformational. After the first plant is up and running then where else can you expect to find what should be enormous income and profit growth? As alway DYOR.

My holdings will be a vote for the takeover and for what I believe to be a very bright and exciting future.

Wolves

Welcome Noorie

I suggest you read :

https://www.b.co.uk/company-profile/?102869

and

https://peellandp.co.uk/

Peel is a company with significant contacts and resources. Not the type of company that would skip on training when training is needed. DR strikes me as a CEO that would have covered this issue already.

If you hold shares in PHE then put your questions and concerns to DR at any AGM or EGM. However, I think it is marvellous that you have grasp the fact that there may actually be too much demand for the plant. Peel of course is in the front of the queue which I believe is a very envious position to be in. As in any well run businesses you would expect training to be ramped up as demand increases.

IMO DR will have all of the issues you have raised already covered and I would expect the same with Peel.

Wolves

There were periods today when it was impossible to buy PRIM through my broker. When you could buy there only appeared to be a limited number of shares available. Anyone any thoughts as to why?

Wolves

Thank-you Arthur.
ATYT

Wolves

Arthur

I'm sorry, I needed a few minutes to calculate my TOM ave, 0.7951. I have not participated in the frenzy of the last week although when the market quietens down in Tom I will continue with my current strategy. The same really applies with PHE. With PHE I'm interested in LT dividends, LT environmental benefits etc. I'm not blinkered with everything green, I'm not an extreme green crusader, Having viewed this technology, having spoken and asked questions at AGM's and open days I have done my own research, I have spoken to as many people that I could (Investors and others) and I have drawn on my knowledge from my own working background. I have my own investment strategy and I have no immediate need to buy or sell PHE shares. In the main the price of PHE shares in the short term is almost irrelevant. If the share price was to come down it would present an opportunity for me to transfer even more shares into Isa & Sipp. The spread would become the issue then.

To put simply both companies have potential and the price that any of us considers investing at is based on our own risk to reward strategy. Short term market spikes and dips are not really a problem if you invest in the right companies for the long term.

Wolves

Arthur

After Tomco, I suggest you try another mystic. Maybe the crystal ball was flawed for the immediate aftermath of the surge. However I would agree that in the medium / longer term there is definitely potential for TOM to rise again just read the RNS releases. Of course DYOR. Have you shared your wisdom on the Quadrise board as well? If so I will read it with great interest and probably take a contrary position. Whoops, no need, I already have my position there!

GLTYA

Wolves

WT98

Look up PRIM

Piltick 07:57

This board has a number of very informative members who provide thought provoking opinions/comments.

Some of us have witnessed the test plant in action. Has Yellowf1? Maybe he would like to confirm if he has visited the test plant and been shown it operating by KA (CEO at time of open days) and his team?

I don't mind reading yellowf1 comments on this board' they provide some alternative reading for those new to this company. Us LTH that attend AGM's & open days are most probably here because we could each understand the potential of this technology and the risks that are inherent in any up-scaling of the plant into the commercial projects.

Having met a reasonable number of LTH over the last three years, I have only met one person who was truly sceptical about PHE being able to get this plant to market and stated that they wouldn't invest as it didn't fulfil their risk criteria at that time. I am also aware of one person who became impatient, got out and has come back in again. Everyone else I have met have been extremely keen on the plant, the potential, the environmental impacts but they all have balanced their risk levels to their own situations.

LTH please carry on discussing the issues relating to PHE, they do inform a wider audience and I at least will continue to read, learn and evaluate. Investors new to this site, just DYOR.

Wolves