Plutus Powergen Share Discussion Threads

[bishopawn] 30/5/2017 08:17

Time also for the "bod" at Cantor Fitzgerald to get off the sidelines and return support for the share by restoring the BUY RECOMMENDATION.

[bishopawn] 30/5/2017 08:10

Sounds very confident and this must be just the start of some very positive news flow about sites and funding for the gas sites...four per annum.

The Plymouth site has seen a much more profitable winter in terms of sales, than they had expected. May be, Rockpool will be more explicit to its investors as to how many £100,000's that actually was.

The fact that there was deficit in the National Power Grid even recently this month, outside of the cold winter period, is highly indicative of the demand for electricity in Britain with its growing population (over-population??) and an growing economy after Brexit out-performing Europe.

The Chairman is saying in effect, what we here have been saying and thinking for a while, that the share has been over-sold, because of too negative an assessment of the electricity market and Plutus's positioning in it.

[gspanner] 30/5/2017 08:01

Like this statement:

"Some 100MW's of these projects are in construction at present and it is expected that they will be available to supply electricity during the winter of 2017/2018"

So 5 more up and running this winter, the management have such a clear record of delivering when they make statements like this.

[trader2] 30/5/2017 07:36

Interesting tid-bit from Update - that on Wednesday 17 May 2017 power prices in the UK peaked above £1,500 per MW hour due to outage and generation imbalances. Wow. Depends how frequently this happens of course.

[nw99] 30/5/2017 07:32

Good RNS looks like the bottom is set here onwards and upwards

[ibug] 26/5/2017 10:08

The share price is starting to wake up...lets hope it goes back up now.

[nw99] 25/5/2017 12:47

Yes we are looking at a good move up from here

[montynj] 25/5/2017 11:46

Chart wise, the share price is breaking out of a sideways pattern. At last

[cossie] 25/5/2017 11:42

yes I had a live quote of 1.424 just before the price moved up

[ibug] 25/5/2017 11:34

The MACD Chart confirms the 250,000 as a buy but the RSI indicates as a sell.


At least the stock is on a rise ahead of trading news expected next month.

[cossie] 25/5/2017 11:22

the 250k trade showing as a sell is my buy

[bishopawn] 25/5/2017 10:58

It may have something to do with some expectations out there, that Rockpool may wish to update their own investors about atleast one of their sites i.e. how Plymouth has done this winter, and what is happening about the other sites (6) that are currently being built in preparation for commissioning in this autumn.

As the regulars here will know, Plutus has a 45% ownership of all these sites and on top of that, we receive management fees which amount to over £1 million per year, as things stand.

Rockpool is obviously not so hamstrung or restricted as Plutus is over the timing (delayed?) of any Ofgem announcemnt, which may well be held back until after the General Election, as it involves the Civil Service which must remain neutral during electioneering. So, Rockpool would I think be free to make its own announcements to investors whenever it decides to do so. That may be soon.

Any news about the revenue from Plymouth this winter, our very first site to go active, would give us a much clearer picture of the potential profitability in the next winter phase, when a further 6 sites (diesel) are commissioned in time for next winter.

At some point, after Ofgem's statement probably next month now I guess, we will be told by Plutus about their plans for gas-powered sites.

So much to look forward to!

Best of luck to all a'board the good ship Plutus.

[ibug] 25/5/2017 10:33

PPG is starting to get long legs imo.

[1savvyinvestor] 24/5/2017 14:45

You obviously aren't following my other favourite PEL. No trading at all !!

[danyo11] 24/5/2017 14:16

I'm hoping they get it out in the open and over and done with either way so we can move on.... Hopefully as you say June will be the month things get moving again. Quietest share on AIM at he moment..

[1savvyinvestor] 24/5/2017 14:04

Just a small comment. It certainly looks as though ofgem have decided not to grapple with this till after the election. Can't really see why as who is in No. 10 should make no difference to a thorough report. Very odd. I suspect that Plutus will change their minds regarding a self imposed silence as we could wait for ever. I'm sure lots is going on in the background. The future is bright and I expect news flow will increase in June.

[montynj] 24/5/2017 13:36

Danyo, no idea yet...either way whether it's an immediate cut or a deferred cut, I hope you understand why it doesn't affect the growth prospects cuz I have tried to explain it earlier..anyhow, it would be nice to get it out of the way

[danyo11] 24/5/2017 11:37

Any ideas on when we will hear outcome the OFGEM proposals? I was expecting to have heard by now unless I have missed something?

[bishopawn] 23/5/2017 12:28

Exactly.
Plutus could surprise us all.

[montynj] 23/5/2017 11:59

More and more i think about it the more I believe this share price is on the cusp of starting it's ascent. It's been stated many times that this Ofgem proposal on TRIAD is a complete red herring...a) it's affects ONLY the rockpool bio diesel sites which are anyway only 45% owned. b) the remainder of that pipeline can be switched over to gas instead which would avoid TRIAD issue. c) the company has given many hints already about their move into gas where the % ownership will be much much higher and the profitability could be double the bio diesel sites d) move into issue should lead to a significant upgrade to Cantor's 3.6p valuation which is based on the rockpool diesel sites. Finally, not that it really matters to the future growth path of the business, as explained above, but if Ofgem do decide to defer a decision for another few years then that would be fantastic news as company can continue to receive high payments to enable them to pay off the financing on those sites. On the other hand, if Ofgem go for the immediate cut then those sites will still remain profitable but it's no big deal as the gas non-triad business is the big growth area anyway..Honestly guys, this is a no brainer to me...

[bishopawn] 22/5/2017 09:12

Up it will go....just as quickly.

[folderboy] 22/5/2017 08:43

I'm sure they were - but down goes that share price once more. Should have waited before adding. Often thus.

[bishopawn] 22/5/2017 08:09

The first two trades are buys.

[montynj] 21/5/2017 10:35

Furthermore, its worth noting that no director has sold a share in the 3 years that they have taken a virtual zero asset/resource company from zero to having raised approx £75m with no dilution to create a very good and valuable business. It appears that they are constantly adding very substantial value to the business which will hopefully become apparent in time. The Ofgem waiting period has precluded the company from making any announcements for obvious reasons...they have already made it very clear, Triad or no Triad there are huge growth prospects for the company as they have a diversified income stream but they can't elaborate till after Ofgem decision for v obvious reasons.