Member Info for Wolveshaveeyes

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?

rsm61 your 08:15 Wednesday post.

An easy read to get started on the topic.

https://science.jrank.org/pages/1213/Carbon-Monoxide-Uses.html

It is worth looking not just at the direct outputs, carbon monoxide as a fuel, heat and also hydrogen. Look at the industries that use these products and if there are synergy's with other local companies. Instead of using the carbon monoxide as a fuel maybe it would make economic sense to find a different use/market.

An interesting read but none of the content should be tried at home in any way is the following article which demonstrates a potential market for the future:

https://cen.acs.org/pharmaceuticals/drug-development/Carbon-monoxide-deadly-researchers-want/97/i45

Whilst this may appear a bit way out, I am only using it as an example to stimulate discussion relating to maximising income streams and the opportunities that may exist.

Little talked about on this BB is the residue talc like substance that is produced. This may contain valuable trace elements that could be extracted depending on the feedstock. In my book, if it makes economic and environmental sense then I'm all for maximising all the income streams. A continual assessment of blending the outputs depending on market opportunities.

IMO this may lead too so much more....................... time will tell!

Further de-risked. Clink!

I Believe that this will now appeal to a wider shareholder base. I have faith in DR to deliver that first operational unit. There is a long way to go but this is a real milestone for PHE and us LTH. Who knows what the share price will do with this news, this is AIM so the price could travel in either direction.

I wish to congratulate the teams at PHE, W2T and Peel for such a fantastic planning result today. Also the foresight that the Councillors have shown in approving this application.

Here's to many more.

Wolves

My link to the meeting doesn't work. Has anyone else got the same problem?

Wolves

Tatty99

The statistics on Coronavirus can be found on this link.

https://www.worldometers.info/coronavirus/coronavirus-age-sex-demographics/

The age demographics is worth a look. If it got hold (absolute tipping point) what happens to consumption by consumers. How would it effect PHE? Have there been studies regarding age demographics and the type of profitable waste feedstocks that PHE is likely to need? Will there be more medical waste that will need to be securely controlled and disposed? What temperature is required to destroy the Corona virus from the surfaces of medical waste. Has PHE a solution that governments may need if it hasn't got sufficient capacity already?

Whilst it may sound callous (I certainly don't wish illness on anyone), sometimes opportunities develop from a threat. There was a time when medical waste was being considered by PHE, but I was once told that it was put to one side due to the onerous regulations. In time of crisis, regulations are sometime reduced based on risk and benefits. Is this a potential opportunity for PHE?

As a LTH of PHE, the short term-ism of the markets has not influenced my decision to hold. The issues relating to plastic and rubber in the world will still exist, the planet will still need to be cleaned up. What is most important to me is the Planning meeting on Tuesday, the timelines for placing orders and manufacturing the first plant, the contracts for feedstocks.

One thing I do agree with MAT is that the plant can mainly be put together off site. The speed to build a proper site base and road link to build a structure on can be undertaken very quickly. Birds may create a slight delay but modern modular construction is very fast.

Are there risks? Yes of course, but I consider PHE & DR have an exciting future. Successful first plant? I believe it will then sell itself. I am very happy to hold my current shareholding in PHE and looking forward to many years of dividends. Telephonemans posts are always of interest.

Wolves

SprogBarnes, crowd funding has also be raised with Phe in the past. Nothing happened so better luck this time.

TakeAimFire, regarding this you are not crazy. This was raised with KA a long time ago, well before the two open days.

The most agonising part of this to me is that DFID doesn't appear to be interested. Where they come into a lot of criticism over some of their projects, what better way would there be to link up with some of the latest technologies for harvesting the plastic waste in the oceans and converting it into a usable product.

https://www.independent.co.uk/environment/energy-observer-hydrogen-powered-zero-emissions-ship-london-climate-a9146571.html

DFID could use its massive foreign aid budget to support these ventures both on land, rivers and sea and it could generate an income to provide additional foreign aid to support other parts of their programmes. It is such a shame that they have not grasped PHE's fantastic technology to ensure the UK is a world leader.

Wolves

Now who may have a solution?

https://www.dailymail.co.uk/sciencetech/article-8013247/More-1-200-British-coastal-landfill-sites-risk-erosion.html

Buy to Sells approx c.18m each when following share price up to Noon. DYOR.

Wolves

Maybe the first 8m were sells rather than buys. My own calculations had 12m sells and 7m buys by approx 10.30am but DYOR.

Wolves

MOT, Assuming that planning is granted in March, have you any information on lead times between planning and initial build? Also how long will initial build take to complete and first full scale production commence?

Wolves

Newboy, probably not the best use of our limited cash reserves.

Tyres are a product that the government of the UK could do a lot more to control the whole life cycle from production to disposal. The legislation to some extent has not kept pace with the technologies such as Phe's to dispose of tyres. Nor has the emphasis on back end cost disposal rather than front end charges imposed on the tyre manufactures IMO been effectively implemented. I strongly believe that manufactures of tyres should be charged a industry specific tyre duty based on annual quantity of imports and uk manufactured (uk market only) tyres.

These up front duties should be applied to manufacturers and then claimed back by them against measures taken to dispose of the tyres at end of life stage. (Maybe participation in JV's). Based on this it would be in the manufacturers interests to use technologies such as PHE's to recover some of those up front costs. If PHE's plant was readily available for communities throughout the country at local municipal waste sites and there were no charges at point of disposal, tyres would be less likely to be fly-tipped. This approach should go hand in hand with a more robust policy on fly-tipping where the penalties are far far greater than currently exist.

https://www.asm-recycling.co.uk/blog/guide-to-tyre-recycling-uk/

Where PHE could have an advantage is that if plants are local to the communities they serve then there are fewer costs in feed-stock transfer and therefore lower environmental harmful emissions.

Wolves

Stokey

All background information is relevant to informed long term investment decisions. These posts have relevance to Phe due to the feedstock competition and any utilisation of complementary processing facilities blending both inputs and outputs to produce highest combined value.

Wolves

Stokey

I'm not sure if this has been posted before but is also a good read.

https://theicct.org/sites/default/files/publications/ICCT_advanced_alt_fuel_pathways_20190723.pdf

Wolves

Stokey

This should help answer your question

https://en.wikipedia.org/wiki/Fischer%E2%80%93Tropsch_process

I have been following Velocys for many years as I have with AFC and PHE. The main question for me has been if there is any synergy between these two companies and phe. Certain feed stocks may be best routed through PHE and others via the Velocys process. Outputs could also potentially be combined in different ways and may be market sensitive ie to electricity generation or the production of waxes. I'm not an expert on this so DYOR.

If you know nothing about Velocys I advise you to have a peek at the main investors and also at the joint partners for the current UK project.

Wolves

The share price direction of travel could change with either of the two P's. Planning or Prospectus. Which will come first?

Anyone want to take a stab at the 30% timing trigger. Someone on here must be in the know as to the legal issues involved.

Wolves

Bed & Isa and Bed & SIPP time? The snooze on news must surely be coming to an end.

Any update on planning?

Have existing shareholders applied any pressure regarding the 40% W2T, could this figure still be under negotiation?

How many if any shares have already been sold in PHE to ensure that the 30% isn't breached? Can anyone confirm to me if the 30% only applies at the time the new shares regarding the takeover are issued or does it apply immediately from the time any vote is taken at the AGM and assuming the takeover is accepted? Is there a grace period to enable any party or parties to reduce their combined holdings below 30%? Would any reduction be controlled or just a wild west scenario? Has this been factored in by the existing BOD? (My take is that the new shares will be under agreement per disposal) whilst the existing shares will be available for sale at any time. Am I correct in my view? Can someone clarify this?

Who (singular or many) may be responsible for the continuing 1m share dumps of PHE shares onto the market?

Will the investors in PHE agree the proposed takeover? If not, what are the implications to PHE and its future?

Are there any other viable partners which PHE have completed discussion with as an alternative?

Wolves