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Share Name Share Symbol Market Type Share ISIN Share Description
Active Energy Group Plc LSE:AEG London Ordinary Share GB00B1YMN108 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 0.475 0.45 0.50 0.475 0.475 0.48 568,265 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 1.4 -1.9 -0.2 - 7

Active Energy Share Discussion Threads

Showing 3126 to 3146 of 3150 messages
Chat Pages: 126  125  124  123  122  121  120  119  118  117  116  115  Older
DateSubjectAuthorDiscuss
14/10/2020
13:18
Interesting drop on very few shares with positive noise coming from partner. Interesting to see what future role AGE group going to play
isa2020
30/9/2020
20:53
Not seen the share price Angel note, Allenby one stated revs of $8 million for 2021, seems quite low estimated IMO, if you consider they expect to exporting 100 container per month come year end, on $8m revs that's only $6,666 per container of log. Bargain if so, I'll have some to burn! - "The aim is for these production levels to increase to up to 100 containers per month from the Lumberton Site before the end of 2020." There's also other parts of the lumber business not taken into consideration, that's just one contract, unless I'm reading that incorrectly - "Under the terms of the first agreement, AERP is expected to ship up to 8,000 tonnes per month from ports near Lumberton, namely the Port of Wilmington, NC and Intermodal Container Port of Dillon SC" Lumber prices have sky rocketed of late, expecting further increases over winter period. With two shifts running they should be able to get us cash flow positive, profit margins shown in interims is impressive. It is a pity the company have not made more of the achievements of RMDE, the importance of the CoalSwitch being commercial with contracts signed makes this business seriously undervalued IMO, there's much good work around the globe that can be achieved using this tech. No matter the BoD's failures in this regard I'm sure they have a surprise or two over coming weeks. No matter how our BoD look at things over the last 12 months they have been focused on a small 5tph plant whilst Spinks with RMDE have motored on with multiple 50tph plants all funded. £40 million for the technology rights as we stand today would be a bargain, £8.5 million market cap simply does not correlate to the techs value even with the failures of the BoD over last few years, all thanks to RMDE of course.
thesaint5
30/9/2020
19:00
I could be wrong but I added the note interest and corporate costs. The cost of sawlogs have increased a lot recently so this adds to revs. Still unsure how this means generating free cashflow. It's a low margin business. I saw in a broker note they have a contract to supply significantly more sawlogs. Is that correct, Broker projections of $11/12 million. share price ANGEL?
jomanny
30/9/2020
15:17
I listened. About what I expected though some of the resolutions were close. Saint in reference to us being cashflow positive by year end.Maybe ebitda positive but that doesnt include the cln coupon at 1p. Hopefully what we have now can cover corporate costs. Another licence would be great to help with the loan conversions and share price.
jomanny
30/9/2020
15:15
Thanks Saint. Anyone with any question about where these are heading would do well to read that update from RMDE. That man Spinks has done OK in Canada. What goes for Canada goes for elsewhere. They have off-take agreements in place for the ENTIRE capacity of the 50 TPH plant - before it has even been commissioned. And going back to the issue of Californian fires: "3.Received, from Government, conditional terms for the issuance of a Forest Fire Damaged Fibre Permit providing RMDE access to a fixed annual volume of fire-affected fibre on Crown Land, creating Carbon Abatement and Sequestration opportunities and allowing for Salvage & Reforestation to take place on affected timberland, where otherwise this would not be the case due to quality issues." It is not economically viable to clear that damaged timber. Except it is when used as a Coalswitch feedstock. G.
garth
30/9/2020
13:48
Financial backing to the tune of c$250,000,000 for the CoalSwitch technology, the company that owns that technology is cash flow positive by year end most probably and has a market cap of £8.5 million. Is there another green tech on any listed exchange as cheap with these credentials ?
thesaint5
29/9/2020
08:40
Now, that's a nice update from Allenby :0) Maybe we can now get back to the 1.2p levels we were at before the recent drift down. And then let the news flow begin. G.
garth
29/9/2020
08:11
update from Allenby Revenues grow significantly – more to come in H2 Active Energy Group (AEG) reported revenue of almost $0.5m (H1 2019: $0.1m) generated from just its lumber activities and rental income. This is an impressive performance when one considers that the Group did not gain 100% control of the lumber business until April 2020 and consequently revenues largely reflect sales in Q2. Now running a second shift, we expect volumes to rise significantly in H2 and anticipate Group revenues of around $2.5m for the year to December 2020. 2021 will see a continuation of this trend and in addition some initial revenue from the CoalSwitch™ reference plant. Our current thinking is that 2021 revenues could reach around $8m based on lumber producing $6m and CoalSwitch™ c.$2m. AEG is now gaining significant traction and we expect to see commensurate growth in the share price over the next twelve months. (Ian Jermin)
maccamcd
29/9/2020
07:41
"AEG is focused on increasing the scale of these lumber activities at Lumberton and announced in Q2 2020 an intention to move to a second production shift. After Labour Day weekend earlier this month, this second shift commenced. AEG is now focussed on further increasing the lumber revenues and plans to increase production levels to initial targets, including the delivery of up to 100 containers per month and the delivery of circa 1,500 rail ties per week. This should result in monthly revenues in excess of US$400,000 per month. AEG is aiming for the Lumberton Site itself to operate at breakeven from lumber operations before the end of 2020." In November 2019, AEG granted the first CoalSwitch(TM) licence to RMDE for its forthcoming projects in Alberta and British Columbia, Canada. During 2020, AEG and RMDE have been working together to commercialise the opportunity in Alberta. In the last nine months, RMDE has made significant progress both in terms of plant and engineering design for a 50 tph facility in Alberta and in obtaining the requisite financial support from partners. RMDE is also working on additional projects in Canada which could further accelerate additional licensing opportunities for AEG. AEG has also continued to assess additional licensing opportunities for CoalSwitch(TM) technology and process both elsewhere in North America and internationally. AEG is currently working with a number of international prospective partners who wish to establish CoalSwitch(TM) production facilities in various territories. Existing Business Operations: Newfoundland and Labrador During the first half of 2020, the Company has re-examined the business opportunities from its existing assets in Newfoundland, Canada. This year, Active Energy has had on-going conversations with the Ministry of Forestry and Fisheries in regard to AEG's existing timber permits and appointed new advisers to move the business opportunity forward. AEG believes that its recent experience in North Carolina will provide an important platform for a revised business opportunity in Newfoundland and AEG hopes for further developments in the coming months. G.
garth
29/9/2020
07:17
Interim Results for Six Months Ended 30 June 2020. Highlights: -- Lumber operations continued at Lumberton, North Carolina ("Lumberton" or the "Lumberton Site") throughout the period in spite of the COVID-19 operating conditions. -- Lumber operations increased substantially following the completion of the acquisition of the joint venture interest in Renewable Energy Systems, LLC ("RES") from Renewable Logistics Systems LLC ("RLS") announced on 31 March 2020. All lumber activities at Lumberton are now wholly controlled and operated by Active Energy Renewable Power ("AERP"), a wholly owned subsidiary of the Company. -- Revenues of US$499,893 for H1 2020 (H1 2019: US$99,830), reflecting the increasing lumber operational activity. -- Completion of a fund raising of GBP800,000 (gross) through the issuance of Convertible Loan Notes ("CLN") with the proceeds immediately deployed to accelerate the development of lumber production volumes. -- Strengthening of operational and industry expertise with the appointments of Max Aitken and Jason Zimmerman as independent Non-Executive Directors in January 2020. Activities post the end of the Period: -- In August 2020, the grant of the Construction and Air Permit (the "Permit") by the North Carolina Division of Air Quality which allows the Company to complete the construction of its existing CoalSwitch(TM) plant, thereby enabling its operation to produce CoalSwitch(TM) pellets at Lumberton. -- Expansion of lumber operations and sales at Lumberton through increased container shipping capacity for saw log export to international customers and the commencement of a second sawmill shift following the Labour Day weekend. -- Appointment of an industry qualified engineering firm as the EPC for the CoalSwitch(TM) plant at Lumberton, this role includes project specific engineering and the commencement of site specific detailed engineering. -- Announced an equity fundraise of GBP1.51m (before expenses) with new and existing shareholders and stakeholders which completed in early September 2020, following shareholder approval at a General Meeting. -- Awarded London Stock Exchange's Green Economy Mark reflecting AEG's environmental credentials. -- Inclusion of AERP in the Advanced Biofuel Fuel Payment Program operated by the US Department of Agriculture and registration of AERP to the System for Award Management (SAM) database of entities entitled to work with the Federal Government. -- Additional award of a patent in regard to the CoalSwitch(TM) process by the US Patent office. -- The Company has also received several licensing enquiries from potential international partners in respect of additional CoalSwitch(TM) plants since the award of the Permit. Outlook: -- AEG has significantly improved its operating and financial position since the beginning of the financial year in spite of the challenging environment. The goal of generating increasing revenues from the wood processing and saw log export businesses is now being achieved. AEG continues to accommodate demand from its customers for its current activities at Lumberton. -- The delay in respect of the award of the Permit, primarily owing to the impact of COVID-19, has meant consequent time delays to the CoalSwitch(TM) development programme but the Company is acting as quickly as possible to overcome these challenges and limit the effect of the delay. -- The award of the Permit has meant that the Company has been given the operational parameters for the operation of a CoalSwitch(TM) plant at Lumberton and the Company is now focussed on achieving commencement of commercial operations as soon as possible. Michael Rowan, CEO of Active Energy, said: "The period under review has seen AEG build the platform to deliver on its two key strategic objectives, becoming a producer of next generation biomass fuels and establish a complementary, profitable lumber operation at the Lumberton Site. The Board is pleased with the progress AEG has made in recent months, particularly against the backdrop of COVID-19, in ramping up production at Lumberton and, whilst the pandemic has resulted in delays to the development of the CoalSwitch(TM) reference plant, we are confident the commencement of commercial operations can be achieved in the short term. I look forward to updating all stakeholders on the timeline and delivery of the plant as our business focusses on the biomass-to-energy market." This announcement contains inside information for the purposes of Article 7 of Regulation (EU) 596/2014. Enquiries:
skinny
28/9/2020
10:41
Hi Garth, Yes like the tech and how the company is transforming itself, there's clearly a long way to go however with the lumber side of the business expanding from one shift to two, I would expect full year revenues for 2021 to be in the region of $8 million, potentially higher. A margin of 40% would see Active cash flow positive effectively from around Q4 2020, if correct this would be transformational in my opinion. If they can add a couple of licensing deals for CoalSwitch by year end that really would be something, two 50tph plants would generate revenues straight onto bottom line in excess of $4 million. Wait and see what's contained within those interims, appears to me to be significantly undervalued, it is however the market that decides on valuation and it appears it is waiting for company to come good on what they have promised, hope they deliver.
thesaint5
27/9/2020
20:42
Saint,What did you conclude?I am a little surprised that we are back down here again re share price. Consistent and improving lumber revenues now, with coalswitch sales to follow...G.
garth
27/9/2020
13:11
Should have looked at broker notes before asking.
thesaint5
26/9/2020
12:29
Looking over the numbers for the lumber business, anyone got an indication on what this is worth in revenue? "Under the terms of the first agreement, AERP is expected to ship up to 8,000 tonnes per month from ports near Lumberton, namely the Port of Wilmington, NC and Intermodal Container Port of Dillon SC. The aim is for these production levels to increase to up to 100 containers per month from the Lumberton Site before the end of 2020." Listening to the audio video podcast from Value the Markets in August last year the revenue estimates for 2020 was $5 million on a shared basis, since then they have taken full control and introduced/introducing a second shift and of course the price of lumber has rocketed. Any assistance much appreciated.
thesaint5
21/9/2020
20:10
Does this mean a coalswitch plant order? What numbers on that?
jomanny
18/9/2020
02:02
Well I hope it starts the long awaited commercialisation of coalswitch!
kimoldfield
17/9/2020
23:07
Thanks for sharing that from Rgs@rgspinks - 6pm this evening UK time.G.
garth
17/9/2020
20:24
#RMDE has completed specifying #CoalSwitch Plant Configurations for #Canada RollOut. This Biomass-Powered Steam Generator will provide Heat & Pressure used to convert waste/residual fibre #ForestFires & Pest Damaged fibre into clean Coal-Replacement Fuels Cleanly & Sustainably.
kimoldfield
16/9/2020
13:51
R Spinks, August 20th hTTps://www.youtube.com/watch?v=pd7iIoCJ-aE Well worth a listen to in the context of the current Californian forest fires and how AEG Coalswitch process can make use of that damaged timber which is otherwise uneconomical to cut. Worth noting too RS's comment at 4 mins 15: "where we are about to position our first project" $5/T royalties to AEG once established. hTTps://rmde.ca/ice-alberta/ G. P.s Real spread currently appears to be a nice tight 0.55/0.57p No advice intended.
garth
14/9/2020
20:06
AEG - waste to pellets to energy.Few years back Spinks was pushing the technology for creating fire breaks in forests.Beetle damaged wood is one suggested feedstock.Turn it into white pellets or eventually it seems it burns out of control.G.
garth
08/9/2020
14:08
Time to purchase,
isa2020
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