Active Energy Share Discussion Threads

[jailbird] 30/8/2019 09:26

thanks Garth..useful indeed

[garth] 30/8/2019 09:17

Notes from the Value the Markets interview.

[jailbird] 30/8/2019 09:15

Thanks Garth

where is that info from?

[jailbird] 30/8/2019 09:15

Here is the dip we expected

Ready on the buy button

[garth] 30/8/2019 09:10

JV shipping saw logs from Lumberton within 2 months from 1st August.
JV handling shipping and logistics.
Core feedstock from N Carolina
Coalswitch producing in Q4

Revenue
$5m per year from saw logging. 30% to AEG ($1.5M over 12 months). Current price suppressed and seen to be rising. 200 tonnes per month. $85 per cubit at current price for semi-sawlog.
Active conversations. Partner GRP - seeking to close contracts for firm orders before year end by partners waiting to see Coalswitch up and running.

Capital
Could be sufficient funds from revenue streams to hit cashflow +ve
However,
400,000 tonnes per year from 50T/hour plant - funded from different means but may be equity component.

Expansion at Lumberton
Complementary new technologies have approached AEG to add alongside pelleting. Becoming a pertinent conversation in USA. 3-5 years market seen to be growing in USA. Looking at other waste streams to improve fuel:
Chicken waste
Hog waste
R&D going into those.

AGM - suggestion of too much focus on Lumberton. Not the case. Talking to partners all over the world but energy has gone into establishing a viable plant. Looking at licencees for the fuel going into 4th Qtr as the plant is running at Lumberton.

Newsflow
Revenues up and running in all forms. Significant progress made - looking at expanding further. Revenues from coalswith in 4th Qtr.
"Significantly different position from where we were six months ago and hope that people will begin to truly appreciate that going through the 4th quarter"

[plumbertrade] 30/8/2019 09:02

Has the dip come?

[plumbertrade] 30/8/2019 09:01

Nice one Garth

[plumbertrade] 30/8/2019 08:40

Not tech savvy enough to know how to import a link but found it on value the markets. The podcast was from 1st August.

[jailbird] 29/8/2019 21:39

No do you have a link ?

[plumbertrade] 29/8/2019 20:06

I agree small dip before rise. Have you listened to the recent podcast? This company could be on the cusp

[jailbird] 29/8/2019 14:34

I think we will see some movement next week Not sure which way first before continuing upwards All news pending of course

[plumbertrade] 29/8/2019 14:06

Think it's boredom/impatience?

[rocketfuel1] 29/8/2019 12:27

Constant selling and not going down?

[jailbird] 27/8/2019 13:27

1 million sell @5.2

[plumbertrade] 27/8/2019 13:14

It does seem that the buys lift a little and the sells have little effect. This has to indicate a desire for the company to establish the coal switch plant. suggested 4th quarter for the plant completion and as we are closing in on that, the expectations will ideally be realised. If there is no update by mid October I feel the share price will roll back.

[jailbird] 27/8/2019 09:24

Yes I was thinking that too But as always , difficult to say MMs not encouraging trading with a spread like that

[garth] 27/8/2019 08:57

Been a couple of days last week with trades like that and they just seem to be being absorbed. I assume the MMs have a buyer in the background, but who ever knows...

G.

[jailbird] 27/8/2019 08:47

Someone selling out this morning Surprised the MMs are not dropping the asking price You can buy at mid price currently

[garth] 22/8/2019 09:01

Thanks for your input both of you

[plumbertrade] 22/8/2019 08:40

If my swatting is correct then it could cause a positive reversal where the share price has a fractional correction before rising again to find a higher high. The small gains the share has made seems to be highly positive for its momentum and does not appear to be overbought.

[jailbird] 22/8/2019 08:35

lol...nah

I see this the 2nd scenario..slow and steady for no...then the spike up...news pending of course

[garth] 22/8/2019 08:31

So, if we see a quick rush from here to 2p this week that RSI pullback might come into play?

;0)

G.