Active Energy Share Discussion Threads

[nigelmoat] 21/4/2015 08:50

Share price continuing nice tick up again today.

[cottoner] 21/4/2015 07:40

Another positive for AEG coming soon:

'However, after extensive research in partnership with its Turkish clients and further investment in the necessary equipment, AEG will commence manufacturing softwood wood chip from Pine logs in May 2015, substantially increasing its production volumes and broadening its industrial wood chip offering.'

[garth] 20/4/2015 15:30

Still drifting up...

[nigelmoat] 16/4/2015 11:28

Trading statement tomorrow? Was 10th April last year so already a week later.

[nigelmoat] 15/4/2015 08:13

Share price ticking up here last few days. Lots more to come imo/dyor.

[ryandj2222] 10/4/2015 16:47

That's assuming it's a good update of course!

[nigelmoat] 10/4/2015 16:14

Need that Trading Statement/update to stop the share price drifting here.

[cottoner] 09/4/2015 07:25

After today's RNS wrt Director's Options , would expect a positive update to be issued very shortly.

[cottoner] 06/4/2015 19:56

Trading Statement released on April 10th last year.

News on pelleting also due in April as per previous RS statement.

[marab] 02/4/2015 14:38

Link posted by James brightwell on LSE to the Empire State report on AEG and its 27 pages long.

[ryandj2222] 27/3/2015 13:56

That looks good. Shame no buying has resulted from it yet!

[deaconblue1] 26/3/2015 16:31

Spotted a mention of an independent analyst report on AEG on another board, which made me check my Bloomberg account, and it's true... the report includes a BUY recommendation and a target price up 244%, and Bloomberg have revised their rating for the company!

ADVFN doesn't allow us to include website addresses in posts, but I found the analyst firm - Empire State Capital Partners - and they include a summary of the report on their website. So well worth a Google search.

Here's an excerpt:

PCE) ESCP: Active Energy Group - Powering Ahead

+------------------------------------------------------------------------------+

ESCP: Active Energy Group - Powering Ahead
2015-03-24 16:32:09.419 GMT

On July 18, 2014 Active Energy Group Plc (AEG) announced that it had entered
into a landmark joint venture agreement to commercialize over 250,000 hectares
(ha) of land in Canada, which contain at least 108,000 ha of mature timber as
well as other natural resources. Since that date, the company's stock has gone
up by 70% to USD 0.076 per share, implying a market capitalization of just USD
42 million.

However, in our view AEG's stock price is largely undervalued, considering that
the company can net as much as USD 130 million in value over the next few years
from its JV project by realizing long-term Tree Farming Permits to timber
investment management companies (TIMOs). At the KAQUO Métis Settlements
Economic Development Summit, held on 27 January 2015, KAQUO commented that it
had received three non-binding, conditional offers, in aggregate amounting to
USD 300 million subject to further due diligence, which demonstrates a high
level of interest by investors in the asset. Moreover, with the Canadian
project, the company has significantly changed its business and risk profile –
expanding from its original business of wood chip manufacturing exclusively in
Ukraine to timberland and natural resources development and management in
Canada.

Thus, given the joint venture value and the considerable international growth
opportunities in the company's other market sectors (wood chip for MDF/OSB panel
board manufacturing, wood chip for power generation, and biomass fuel
technologies), we issue a BUY recommendation for the stock with a target price
of USD 0.260 per share, implying 244% upside.


Great news, and about time too!

[mikkydhu] 19/3/2015 15:53

Whatever is happening in Canada, two of our ships are busy in the Adriatic and Aegean Seas. The Sider King is just approaching Venice after leaving Koper in Slovenia this morning. It was in Venice just three days ago. Quick turnaround. Anyone heard of the arrangements between Koper and Venice? Meanwhile the Amar Meray is at Mersin in southern Turkey.

[marab] 12/3/2015 16:55

21trader - whatever we have heard may not be the case anyway as KPMG could potentially delay things further. I am not sure how the local government could justify stopping the project going ahead without obvious complaints of racial discrimination. I would not like to be in charge of the investigation as either way you are going to upset a lot of people. Worth waiting for I would have thought, however long (or short) a time it takes.

Spinks also said he welcomed the investigation as due diligence and he would use it in presentation packs. When life gives you lemons - make lemonade ;-)

mathewawood - 29 Jan 2015 - 09:51:15 - 287 of 454
‘KPMG is expected to finish its work between March and May’.

[21trader] 12/3/2015 16:43

marab

I cannot remember exact dates but I recall in the video him saying his team has done all the hard work now it's up to you the shareholders to accept the right deal. Do not quote me on that I'm going offline but I will look again at the video later. Maybe the times are wrong but the news remains.

[marab] 12/3/2015 16:34

21trader - I thought that Spinks had said that the investigation would be completed between March and May. He said the same thing about a possible deal for the timber and obviously any potential investor would wait until the investigation was completed. Someone did post a link here to an article that said the investigation was due to be completed by the end of this month.

[21trader] 12/3/2015 16:12

Check this out something must be happening behind the scenes trades wise.

5-5.25p spread but 5.22p bid almost the offer price...hold tight !

[21trader] 12/3/2015 14:32

Looks solid 5-5.5p but online 5.15-5.37p and no selling on the rise I'm sure
from memory from watching that 50 minute video there is news on the "$300 mil" buyers any time this month ?

[falia] 12/3/2015 10:49

LOOKS LIKE WE GONNA GET NEWS SOON

[21trader] 12/3/2015 10:35

Going to move I'm getting 5.2p to buy it's not far off full offer again.

[nigelmoat] 12/3/2015 10:31

Don't think it will be too long before we see some positive trading news.

[21trader] 12/3/2015 10:13

Another 500k buy interesting been a few.

[opaldouglas] 06/3/2015 11:18

MV Sider king back up the Adriatic to Northern Italy, whilst the new carrier is floating around the black see.

OD

[cottoner] 05/3/2015 10:31

Some info about AEG markets as detailed at the bottom of today's RNS:


Turkish MDF Market:

· Turkey is the leading manufacturer of MDF in Europe, producing over 6 million m3 of high-quality boards and finished products per annum. AEG maintains close relationships with all the major Turkish MDF producers, and works with them to develop its production capacity and product range.

· Until recently, approximately 69% of US, Canadian and Latin American industrial wood chip exports were destined for Turkey; all of it for production of wood-based panels, primarily MDF.

· AEG has successfully developed the first viable alternative to these traditional supply sources; delivering high-quality wood chip in approximately one-tenth of the transatlantic shipping time.

· As well as providing fresher and superior wood chip to its clients, AEG's Black Sea production and shipping facilities provide them with significant cost-savings and cash flow advantages.


European Biomass for Energy (BFE) Market:

· Biomass-generated power is expected to account for over 50% of European renewable energy, according to an EU directive on National Renewable Energy Action Plans.

· EU directives and continued commissioning of new Biomass and CHP power plants across Europe continue to generate additional demand for Biomass fuel.

· The European Renewable Energy Council (EREC) estimates that Biomass-based energy production will grow from 43TWh (Terawatt Hours) in 2005 to 250TWh in 2020.

[deaconblue1] 04/3/2015 14:18

Just spotted another article from MoneyWeek, published on the AEG website at hxxp://active-energy.com/sites/default/files/files/Richard%20Spinks%20MoneyWeek.pdf

They're certainly busy putting the word about, very impressive for a small AIM-listed company - they obviously have big aspirations!