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Tame2017, thank-you for your insight, much appreciated.
Wolves
Tame2017, what level of overview did you have to make that assessment? Did you work at the research centre in Sunbury? I'm genuinely interested and this question by me has no barb attached.
Wolves
Z-cars
Big research facility in Sunbury, Middlesex. Modern & state of the art.
https://www.statista.com/statistics/1090552/number-of-bp-patents-by-filing-year-and-status-worldwide/#:~:text=Number%20of%20BP%20patents%20by,legal%20status%20worldwide%201998%2D2018&text=In%202018%2C%20BP%20P.L.C.%20filed%20a%20total%20of%2061%20patent%20families.
Wolves
BUTD, thank-you. I missed it on NEX.
I'm very happy with the price I paid and will be tucking a few more away in the next few days if it remains at this level. IMO this isn't gold plated it is a genuine nugget of a share!
Wolves
MM have played Prim today. I had two £7k+ buys today . I haven't seen one of them being reported yet.
Wolves
RKB, I always enjoy reading your analysis on this board. I'm a LTH of PRIM and have not always been supportive of the BOD. I do however think they have turned this around and IMO this is the strongest position that PRIM has been in since my original investment.
Listening to the Fresho interview, I would describe the company and its leaders as dynamic, and very capable of adjusting a business very quickly to changing circumstances. If all the companies that PRIM's BOD have invested in are similarly as competent then this bodes well for the future. Growth of business segments will tell the real story and potential here.
Two aspects of PRIM encouraged me to invest further and that was the BOD 6p Warrants and the BOD skin in the game share holdings. The future looks to be an exciting ride with maybe a few bumps along the way. My valuation of net worth is similar to yours, for me it is another LTH to enable the true value to be realised.
RKB please continue to share your analysis, they represent some of the better posts on these boards. As always everyone should DYOR.
Many thanks
Wolves
There's plenty out there to read and explore. Hydrogen the fuel of the future?
https://www.engadget.com/2019-10-08-energy-observer-solar-hydrogen-power-boat.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJzLPH5TKfkkzS3WCqsjD4PXumsmqsjALJ5KggPe46qldCgpVGJtxwg1VBuzTxEExNM8ksRZQ1joOmDsPf2nBRnjJ3yDCoxZt2JK0kqj4HYMvTtXENJjujP_nXRljrwrK8Ol8f70uX3Q0dU0VdPGTBLsnxSPpEONksbzt4JHJdLR
Interesting how this article links hydrogen to hydroponics but also aquaponics may be possible. Can you imagine old plastic and rubber powering intensive food production of the future?
And another article. Hydrogen and shipping.
https://blog.ballard.com/fuel-cells-marine-vessels
Background article.
https://spectra.mhi.com/hydrogen-needs-to-go-mainstream?gclid=EAIaIQobChMIzs7j7cHy6QIViZntCh26HQvbEAAYASAAEgIYI_D_BwE
Streaky1
Maybe! Organisations could use algorithms for specific trading. If the algorithm includes a variable such as the number of trades it could in theory at least trigger an automatic trading pattern. An algorithm is likely to be fairly complex with multiple variables so it all depends on its design and computation and the way in which the variables have been programmed to interact.
It is worth doing a google search on algorithms as a starter for this subject.
I believe it possible to automate a buying program based on a random number pattern.
An example: If processing 1000 trades per day at say £6 each then the daily cost would be £6000. This cost example however is very steep and is likely to cost a lot less if anything at all bar a single fee. Using a buying quantity of 10m shares per day this would represent 0.06p per share. (Can someone check my maths) As you can see, its an easy and cost effective way of hiding a share build.
Wolves
Stokey12 - I have always thought that W2T was over-valued in this takeover but have had to adopt a pragmatic approach.
I'm wondering if the delay has occurred due to a 'catch 22' scenario based on share ownership issues. If there was an alteration to the percentage allocations would this resolve any C22 if indeed it exists at all, and if there is no other path to be followed to ensure the takeover occurs?
Surely by the time they solve the issue of plastics there will be different feedstocks such as PIR boards from buildings reaching their end life that will require disposal.
Another example of an alternative is with forestry and tree stump harvesting. They already harvest tree stumps for biomass applications but the advantage maybe of PHE's plant is that it may have a quicker turn-around time. One of the issues however maybe the water content of the timber, another is how can the outputs be harvested in rural locations?
Another variable is that although the first and probably all the current plans relate to a fixed site, the question is could this type of plant be designed and scaled so it can easily be transported between sites with quick set up times. Whilst this may be inefficient in urban areas, in rural communities this may provide an answer to a considerable reduction in feedstock miles to plant. Economically this may be advantageous for both recyclable and non recyclable plastic.
Whilst this is maybe wishful thinking on my part and pie in the sky, engineering wise is it doable? Would it be an efficient use of resources? That's for the engineers and accountants. I have no hesitation in top slicing projects for highest rewards and therefore maximising the margins, but at some stage this will probably have to come down the food chain in feedstock terms and I believe it is always best to widen the search for opportunities.
I'm sure many of you who read this board could provide many examples of opportunities that PHE should / could review for viability. If you have, I suggest you send them in to PHE.
Looking forward to the future.
Wolves
And what can those investors in PHE's do?
Well if all goes to plan, maybe, in a good way, just touch the lives directly or indirectly of c. 7billion people.
Now that's a thought!
Wolves
jabberba
I don't dispute anything you have written in your two posts 18:27 & 18:40 as it is my understanding and belief also. I am firmly behind PHE and having both witnessed the G3 working and have spoken to DR and others whilst undertaking my due diligence . DR and this technology has my full support. Maybe if you and I we have a divergence in opinion it relates to the speed of travel once the first commercial system has been proved. I believe that rapid build and deployment is possible of multiple units but the manufacturing has to be co-ordinated. For me this would be best by a company with a proven track record of mass production. All this requires significant infrastructure and knowledge, not just of design but the most effective build process.
This plant needs to be out there, not in the 1's, 3's & 8's but in the 1, 10's & 50's etc. It is important to have the plans in place to gear up to maintain first market advantage. Others will soon follow and may deploy a different marketing strategy with a single cradle to grave offering including financial incentives etc.
Wolves
Stokey12 , this is going to be a really mixed picture and I doubt we will really know if the use of plastic needing recycling due to the Corona virus and general consumption will increase or decrease in the short to medium term. A couple of examples:
New car registrations are significantly down:
https://www.smmt.co.uk/vehicle-data/
This is probably keeping older cars on the road for the time being, however once things return to normal one might expect a wave of new car buying and also a significant increase in those being scrapped adding to the plastic waste pile.
In the opposite direction however is the use of bottled water where there has been a decrease in use and this may continue after things return to normal due to people just getting out of the habit of buy and preferring to top up water bottles at home.
https://www.thegrocer.co.uk/category-reports/the-rise-and-fall-bottled-water-category-report-2020/603079.article
What we do know or at least suspect however is that there will be a huge buffer or stockpile built up over many years of waste plastics that PHE should be able to tap into along with normal ongoing waste plastic utilisation.
As long as the tech works, the I imagine demand for PHE's type of process will be enormous. My hope is that a major company with both significant existing geographic market penetration and automated manufacturing construction facilities partners with PHE so our solution can be rolled out worldwide as quickly and sustainably as possible.
Wolves
Good evening Kenny. I don't look at this company very often but I am a long term holder. The shares are filed away just in case there is a spark of life. The upside of AFRI direction of current investment is that I know upwards of twenty people who take or have tried CBD oil for various reasons. I personally am not a user but if it provides someone with pain relief then I am all for that.
Whilst I do not care for the current apparent inertia, there is still potential here. A very slow burn maybe. I will continue to hold even though I have been tempted to sell up and buy a larger slice of the PHE pie.
In these unusual times I toast potential.
Wolves
Hi Kenny.
Tomorrow may prove to be a very entertaining day based on todays share action. I'm still amazed at the comparative value of the company. The updated major shareholder figures on the PHE website appeared to me absent of any large waste handling groups. The £500,000 licence fee is probably only the starting point for the actual licence applicable to our first customer contract. Once the technology and its various parts is proven to work, any good salesman will know that the next customer will not be paying £500,000 pa it should be considerably increased, reducing the margins for the user and increasing PHE's profits.
Once proven and unless an alternative more economic process is developed as a competitor, my only hesitation is the timescales associated with planning and the ability to gear up sufficiently the manufacture to meet demand.
Hopefully very exciting times ahead.
Wolves
In Theory only and no suggestion that it could apply to any historic or future trading nor does it apply to any person or organisation.
Algorithmic Trading platform and variables used? Influence? Trading direction? Automation trigger points? Legality?
Does anyone on this board know for sure if the number of trades is actually a variable used in algorithmic trading ?
Enterprise Investment Scheme?