Plutus Powergen Share Discussion Threads

[1savvyinvestor] 19/12/2016 23:59

Agreed. I benefitted from a distressed seller in PEL . Price went right down to 1.4. Mad stork and I bought in and now it's over 4p. Really not expecting this to drop much . Some of the trades today looked like they may have been bed and breakfast isa or sipp trades

[lordgibil] 19/12/2016 23:03

Marvin, you strike me as someone who needs constant reassurance. If you are worried about your holding here you should reduce it to a level you are comfortable with. Whilst this seems a winner to me no one can guarantee that, every investment has an associated risk.

There are any number of reason why people / institutions sell shares but overhangs can produce some fantastic opportunities (I benefited from a distressed seller of AAZ at 5p) I've previously given my opinion who is selling and the reasons why but I'm just guessing so at the end of the day you have to go with your own decisions, no one else can make them for you.

[marvin9] 19/12/2016 21:25

I read someplace on this thread by tomorrow? another deal should be announced?

Might have wished it lol

Either way, someone is selling mega and don't have the same conviction and confidence as the rest of us?

[lordgibil] 19/12/2016 19:53

I thought I had read somewhere that they planned to get 3 sites up and running this winter but maybe I made that up. Whatever, I'm relaxed here and am quite happy to see the price drift lower for a while yet.

[marvelman] 19/12/2016 15:06

Excellant synopsis Savvy. However, this company surprises constantly and I would not want to be sitting on the sidelines even until May as I have a feeling that these guys are not just sitting on their hands. I am nearing my 400k target having bought more today and will sit on my own hands only then.

[1savvyinvestor] 19/12/2016 14:54

My Christmas take on where we are. I am not involved in or employed by the company, so what I say may not actually be 100% correct. Plutus have proved with Plymouth that they can connect to the grid and are creating income. The six other sites they already have planning for are being prepared for the installation of the diesel engines. The actual purchase of the engines will take place with the announcement of asset finance . We know that Lombard have agreed to finance all nine sites. Being asset finance there will be a monthly cost. This winter is over in terms of new capacity. In order not to incur unnecessary expense the asset finance will be sought when it is needed and not before. It would be pointless to pay 6 months of loan while engines are sitting idle. The next start up date to benefit from all the income streams on offer will be November 1st 2017. I fully expect announcements re asset finance in about May. Short term investors may tire of this wait but true investors looking at long term value will see that Plutus is being extremely smart. The guaranteed income per site of over £1 million through the capacity mechanism is already assured for 15 years. This is the cream on the top of the cake. The income that will be earned by all these sites from Triad, stor and other income streams will kick in next Autumn. In addition by then we will have news on other sites. There are also likely to be predators picking off the individual Rockpool companies which could give Plutus fantastic cash injections. Remember that Pension funds and the like are looking for income streams and this type of investment is likely to be extremely attractive. As an investor my policy is to stick here for the long term. Traders may think differently. The Cantor target is the minimum price I expect in the next six months. I believe we will go much much higher

[bishopawn] 19/12/2016 13:20

me. well by 1st Jan anyhow.

[darkcloudcover] 19/12/2016 13:01

Anyone still think 3p is back by Christmas?

[1savvyinvestor] 19/12/2016 10:22

Fair enough mont and nopolipo! Certainly not a deramper. Heavily invested here and actually look at the price too often!! Nice link again from Gerry. Also ties in with the likely use of gas by Plutus and why that will be successful for them.

[maybesum] 19/12/2016 10:17

2017 is going to be great for PPG with more power plants connecting to the grid.

[montynj] 19/12/2016 09:54

You seem to be perplexed by this seller mesmerized by the seller I sometimes wonder whether you're a deramper

[1savvyinvestor] 19/12/2016 08:25

Seller still around which is annoying!!

[1savvyinvestor] 19/12/2016 00:02

Just to dampen expectations. I personally do not expect any more sites to go live this winter. Pretty sure they are all being lined up for November 2017. I expect major asset finance news in the spring , commissioning of engines ready to connect for next winter. Still hugely positive just don't think there is another live connection imminent

[maybesum] 18/12/2016 22:22

Prepare for take off when the next 20MW powerplant is connected to the grid. That announcement is drawing ever closer,,,......

[gspanner] 18/12/2016 07:58

Agreed. I am a cautious AIM investor who would usually sell a portion of my holding bought at 1.05 to de-risk the investment, but here I have just held on since the current m cap seems to bear no relation to the price. At £30million I may think again.

[bishopawn] 17/12/2016 16:50

The current £14.7 million cap, that reflects very little of future earnings potential, could double overnight and then some more. 2017 is sure to be an exciting and enriching year for those a'board the good ship Plutus. Sit tight me'maties!!

[guyswonga74] 17/12/2016 12:28

When you look at market caps of other aim companies that don't even have a sale yet such as CTAG at 39million I am amazed this share hasn't taken off yet. Which is fine as I can add more on dips. Am I right there is another round of auctions on the 20th December we are in for?

[marvin9] 17/12/2016 11:15

Just gonna sit tight and wait until the major sells stop

[1savvyinvestor] 16/12/2016 14:27

remember that anyone who bought at around 1p looks like a big investor now. I don't see any real significance in the few sales this week. There have also been some quite hefty buys of 500K. Price seems to be quite stable here. It was last stable at 1.4 so we are in a good place here for further gains.

[marvelman] 16/12/2016 13:46

A seemingly endless line of stock from our seller who appears relentless in divesting himself of his holding. Surprised there has not been an RNS to identify the offender which surely must be PRS given the volumes and their significant holding.

[gerrykells] 16/12/2016 12:59

Marvin, I remember Osmetech. This is a very different kettle all together.

Remember it certainly isn't a competition as to who holds the most....yes, I agree there are some big holders on this site announcing their interests.

Only hold what you feel comfortable with and as I've learnt in the past, if a stock keeps you up at night, you've got too many!

Hold tight!

KELLS

[marvin9] 16/12/2016 06:37

Thanks Savvy, will add in due course

[1savvyinvestor] 15/12/2016 23:36

Marvin. Concerns understood but misplaced. This company is London based through and through with uk shareholders all with huge interest in the companies success. Backed by Rockpool, the company set up by Nicola Horlick this is as kosher a businesss as you will find on AIM . This is why those who have found this gem are buying and holding