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Plutus Pwrgen Share Discussion Threads
Showing 6126 to 6148 of 6150 messages
|680,000 Buy trade and a 750,000 Buy trade from yesterday is a strong indication in my opinion of confidence returning after the skittish last three weeks.|
|Nice to see the buyers coming back again, confirming what I have thought these last few weeks that the Ofgem Triad thingie (which probably will be kicked into the long grass) is basically a red herring, and also hearing the mood is still bullish in the Company,|
|Ignore the question marks - they were meant to be smiley faces|
|Hearts 1 - proper funny post????|
|250k this am at 1.24 is a buy as well|
|I see a nice big 750k buy went through late yesterday afternoon. ..that's encouraging|
|The first trade is a buy. Thought I would just test the market this morning with a wee purchase.|
|Marvin is currently down the docks doing favours for sailors to pay off his massive debts.|
|Just added to the useful information at the Header of this Thread, simply copying and pasting from the Company Website.
Hopefully, first time visitors here will find this a convenient introduction to help understand the strategy and potential growth curve of Plutus and be a reference point for those who engage in discussion here.|
|Nice million trade.|
|I note from Savvy's email last evening " that funding has been agreed but not signed off on yet " for the remaining 8 Rockpool sites. In my view this is unlikely to happen until Offgem have decided the CP cap which they are so minded to set at £2000. Further regulation from Offgem regarding flexible generaton sites cannot be ruled out. Known unknowns hence the current share price.|
|Investors and potential investors are directed to the company website: www.plutuspowergen.com which has recently been much improved.
In particular, they now have a very helpful feature in the Question and Answer section.
Quote: "We welcome further questions. If you have any, please email us at [email protected].com. We will review the questions and then post a response where appropriate and subject to regulatory constraints. Furthermore, the Company will post responses to questions sent to individual Plutus executives onto this page so that we can deal with all of our investors equally, fairly and efficiently. We regret that we cannot reply to individual emails."
That should help clear up a good deal of misunderstandings about the business and help create more confidence in investing in Plutus.|
|Thanks so much|
|Makes total sense. Good post|
|Having seen some previous talk about this and the suspicious looking share price drop before the bad news, do people believe that certain investors are getting inside news first before it's being released to the general public via rns or is this not accurate?|
So - where are we with PPG?
Let's get the negatives out there first for balance;
PPG operates in a sector of the power market that is susceptible to regulatory change, which can impact future profitability both negatively and positively. A recent "minded to " report by Ofgem sent the shares tumbling after an extremely positive 6 months. Most of its plants are diesel (actually bio diesel) and diesel is a dirty word politically at the moment.
So ; what are our prospects? Let's start with their success with Rockpool in raising £35 million to get 9 sites to planning and 7 of them with 15 year capacity market contracts. One site was up and running by November 1st 2016 and was earning money providing back up power the next day. The other six with planning permission are ready to go. Asset finance has been agreed but not finally signed off, which the bears love to point out. However a company such as Rockpool would not back such a venture without knowledge that the sites would be built. Rockpool itself was set up by Nicola Horlick and Matt Taylor who are investment superstars with fantastic connections. They hand chose the Plutus team. Paul Lazarevic has not been talked about on these boards but he was brought in with huge knowledge of the industry having been responsible for a £1.5 BILLION operation at RWEnpower. He was also a ten year employee of EXONMobil managing design and construction of plant. Phil Stephens is hugely impressive. The financial stability is provided by Charles Tatnal and James Longley who are both brilliant at raising funds for young companies. They are absolutely committed to shareholder value and are very open with investors and determined not to dilute
Their knowledge of the industry and small management team makes them extremely flexible and able to adapt to changing regulations.
So ; if all is as rosy as I paint above why did the share price fall back so steeply? I personally think that investors and / or traders only read the first line of the RNS and saw the possible loss of Triad as a potentially catastrophic event. We all know what happens on AIM when this type of panic sets in. But where are we now? We are actually only back to where we were six months ago in September. Market cap is currently £9 million. As investors we want to have a clear idea of what is a true valuation of the business and its potential. All the indications that I have seen are that each 20mw site will be built and produce income of around £1 million a year each EBITDA. With a life of around 15 years before the technology is superseded . Debt finance to build the things will cost around £ 3 million. Once that is paid off you are therefor looking at £12 million per site with 45% of that accruing to Plutus. These figures are the projected potential profit per site. 9 sites could therefore produce a business worth over £100 million of which 45% is directed at Plutus. Even on a worst case scenario priced in by Rockpool I have heard figures of £9 million per site mentioned (after paying off debt finance).
Now I know the bears will say this is all unverifiable until firm news arrives about asset finance and on the ground build out. As an investor I want to be in the company before that news drops.
Good luck all.|
|Currently I am not able to change that. I will speak to ADVFN and see what is possible. This thread, though, is top of the list because it has the largest number of posts and is likely to stay that way. Genuine enquirers after more understanding of the business, its history and potential, should notice that fact and draw their own conclusions. Whatever we do as a Plutus community of genuine investors, Joe Public as always is master of his own destiny. Horses for Courses. To each his own and may the best man win!|
|Good morning Bishop the only problem is is on the mobile app, which im sure most people tend to use, all you see is just the title The Rising power of plutus Powergen. that's all you see|
|Superb BP thank you|
|I have adjusted the top of the Thread and added the link to the New Plutus Website and also added Follow Feed Events and the Long Term Chart.
Plus the following statement:-
THIS IS THE AUTHENTIC DISCUSSION THREAD FOR SERIOUS INVESTORS.
ONLY HERE WILL YOU FIND USEFUL INFORMATION AND ANALYSIS ABOUT PLUTUS.
THE OTHER PLUTUS THREADS ARE INFECTED WITH MISINFORMATION.|
|Given that there are so many threads now, I propose to bishopawn a name change to the thread so that we can distinguish ourselves from all the ranting and raving elsewhere. ..for what it's worth, how about "Plutus - The one sensible message board". Let others put their suggestions now. If bishop wants to keep it as it then so be it but I think otherwise newbies will get confused with so many threads...I'm sure this will lead to rants from Marvin. ..I'm don't care.|
|Actually let's just forget marvin9. ..we are debasing ourselves to his level|
|Marvin and all his cronies are the same person I wouldn't bother to respond|