Member Info for Wolveshaveeyes

Mkx007, I'm still here and holding.

No point on commenting at the moment except to say I am a little disappointed at the current Truspine SP. Saying that, I'm certainly not phased by the dip and the Truspine RNS release was positive and I believe still on target.

I'm in Prim for the long run and looking forward to the new BOD living up to my expectations. I'm not expecting any fireworks though.

Wolves

LedZep - Thanks for the info, very useful. It will be interesting to see if the completion of the sub station is the catalyst for the finance package and initial infrastructure work to be announced for plot 10b.

Wolves

LedZep - You have certainly been my eyes regarding the site, thank-you and please continue to provide the updates. Work may already be started on site before cctv or a delayed camera feed is put in place.

Two question regarding the site.

1. Is the site completely barren or has some infrastructure been added already such as electric cable supply and fowl sewer to the edge of the plot?

2. Is there any main trenching dug in the direction of the DMG from the electric sub station being built (on the site of the substation)?

Many thanks

Wolves

My post Sat 11:18 - Thank-you for your replies.

Wolves

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