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yellowf1 - 9:32 I take it maths wasn't your strong point.
Wolves
Ijr1 - I think it has the potential to be more than that. I'll try and explain my logic.
The White family own c.26% of the share capital. They appear not to have sold any of their shares going into the last fundraise and why would they now?
The smaller players in W2T that wanted to cash in their shares will probably have done so by now leaving the more significantly invested via W2T to hold their balances looking for an even better payday.
There was always a small but significant number of PHE shareholders that can be regarded as LTH and although there may be some play within this group I suspect that many are holding their shares for the big bang senario. I'm here for the dividends.
If Peel is looking for partners to fund the first project with them and spread risk, the information that potential partners may receive could possibly trigger an excitement to be invested directly in PHE based on a risks returns basis.
Will Waste Management companies need influence or leverage if the PHE plant is successful. Where would they fall in the pipeline of UK rollouts?
As more information regarding the DMG becomes available in the public domain and the interest in waste plastics increases I would expect an ever increasing number of smaller investors to come on board. We are already seeing new posters claiming to have bought shares for the first time.
In addition PHE have extended their BOD with very specific knowledge relating to government and a wide field of contacts.
Don't underestimate this, especially with a Government that will need to find considerable revenue streams to finance an ever growing public debt. What better way but to find a jewel to work with. They probably just don't realise the true potential yet.
PHE are now on record that they believe they have sufficient cash to see them through. Therefore the source of new shares via the company is drying up. The only new shares should be sources and reasons already known and are in the public domain. I do place a small caveat on this as there may be additional shares provided to companies for contracts instead of cash.
Based on the above IMO the number of shares actually available to the market will gradually decrease as I for-see the majority of shares will be held in deep pockets.
If Peel commits fully before the year end, then I really believe we could see a couple of pence above 4.
This is not investment advice, it is only my own opinion.
Wolves
Malachi
Please do a bit more research around the DMG. I'm really not sure that mice have anything to do with the PHE plant. I think you may have been lured and taken a nibble at the Stumble trap.
On a more interesting note I have been fascinated at the apparently slow marketing of DMG in the USA. I can understand that there are huge issues with potential liability if something went wrong but why have we not managed to find a large partner willing to lead this?
Has anyone got any valid explanations that maybe I have missed? I'll be very interested in any brainstorming around this point.
Wolves
Stumbler - I know exactly where you are coming from on the medical hazardous waste issues. I believe it became a non starter due to the permitting bar for such materials being so high. I suspect that PHE need a fully operational bit of kit that they can show works. Then it would probably require a re-design as the waste would have to be gasified at a far greater temperature to the current DMG. Also the waste would probably need a complete feed system change from what is planned now.
Lets watch this space for about 18 months and see if anything pops out of the horizon, maybe a bit of a curve ball I think.
Happy days.
Wolves
Afternoon Stumbler - Are you suggesting that the DMG should be used for the extermination of mice? Have you a business plan and a ready market that DR can follow up on??????
I'm glad you made some money but please no more "Mousetrap's", it devalues the product that we have and are attempting to market!
Wolves
LedZep
It was disappointing that the program has slipped again by a few months but we have never been as close as we are now to actually seeing our first working DMG. Lets make no mistake, the involvement of Peel is massive and was the real game changer.
On the international front, the big Japanese companies mentioned as possible partners would be an incredible bonus as their reach is worldwide. Their influence wont just be in their home markets and their ability to scale up is second to none.
The future looks bright, the future is Powerhouse!
Wolves
Rooky - About three years ago I entered into discussions regarding these type of site with KA. At the forefront of those discussions was the ability to have movable plants that could operate between problem waste sites. Whilst in theory it was a good idea, in practise this would be a nee ch market and one that may reasonably be expected to be exploited when the more profitable markets had been tapped. Whilst I don't think it is impossible it is probably a long way down the queue at the moment.
There may be all sorts of issues such as planning, permits, minimum size of units etc. I therefore trust DR judgement on where he taking us with the technology and at the moment this is one leap too far.
Wolves
Ghengis63 - Interesting article.
Digging up old landfill sites is not an easy task and comes with considerable risks. Many of the old landfill sites could contain anything and everything. Modern sites will have been far more closely controlled.
A potential issue is the number of sites that are adjacent to the coastline and there will have to be careful consideration relating to exposure due to coastal erosion. The following article in the link provides a good starting point if you wish to obtain a little further knowledge. Options may have to include coastal barriers or maybe even targeting these sites for material recovery and appropriate secondary disposal or use.
https://link.springer.com/article/10.1007/s41207-019-0116-y
The Environment Agency (England), Natural Resources Wales and SEPA have lots of interesting research on landfill sites that you can access with a few google searches.
I think that PHE will make more money in the short to medium term by following the current waste plastic route but maybe it is one to follow later.
Wolves
A very good morning to you Telephoneman. I agree with you regarding the amount of unrecoverable plastic, however the current site designated to the DMG is probably only big enough for one DMG. So what happens to the rest of the unrecoverable plastic?
This is assuming that the DMG is going to use this type of plastic waste. The contract for feedstock may be for a very specific type of non recyclable plastic to ensure the quality of hydrogen being produced. That may come direct from off site. Maybe questions for DR.
Anyway, plenty more jigsaw pieces laid yesterday. I'm looking forward to a very bright future!
Wolves
Page12 very positive, big companies mentioned.
Wolves
So now we know: Powerhouse Energy Investor Presentations - Page 11.
Q1 2021.
Wolves
Stokey12 - 12.09 post I was surprised it wasn't higher given the exclusion of PI's in fund raising at the expense of the bigger shareholders.
Wolves
Shady69 - I am very positive about PHE's future hence why I am heavily invested here. I have attended in person three AGM;s and they have all been 'Jam Tomorrow' meetings. Today I hope and expect it to be a 'Jam Today' meeting with a lot more factual information regarding both the finance and construction timetables.
Wolves
There is still no date for construction though. Does this mean that the finance is still not fully in place? Maybe we will find out later?
Wolves
I expect it is the excitement of not being able to attend the AGM in person.
Points of interest:
1. Voting figures for and against.
2. Which questions sent in by shareholders will be answered and which if any will be swept under the carpet.
Here's to an enjoyable but different AGM. Hopefully no heckling or disturbance from the floor this year!
Wolves
Balanced66 - I hope we are still holding the Alba shares. There is a lot of work going on in the old Clogwyn gold mine. Sampling being carried out during September and results due thereafter. I strongly believe there is still a good chance of workable gold deposits there. We will soon find out.
Also good news in Greenland as the licence has been extended by a year.
Wolves
Testpack3 - How RR comes out, like many companies and IMO will probably depend on cash flow generation, reserves and asset sales.
Wolves
Casajaluma - They have just taken on a new intake of graduate engineers. I'm not sure the government can afford to let them go down as a company, they are too strategically important! Time will tell, but I know where you are coming from with your post. Do you think Rolls Royce will end up being nationalised?
Regardless, in times of crisis, often it breeds innovation and innovation at speed.
Wolves
Sharesport - One company not on the list or not included appears to be Rolls Royce plc.
https://www.rolls-royce.com/media/press-releases/2019/03-12-19-rr-starts-pilot-project-on-stationary-fuel-cell-systems-for-co2-free-energy-supply.aspx
Why?
Wolves
Tatty99 - Looking long term it will be interesting to see if PHE has plans for either vertical and/or horizontal integration regarding the supply chains of feedstock or outputs. What will any cash generated be used for?
At the AGM the BOD may be reluctant to provide the long term plans as they will be concentrating on getting the first DMG up and running however successful companies tend to have strategies that view over at least a twenty year time-frame if not a lot longer. Does PHE?
Wolves