Active Energy Share Discussion Threads

[plumbertrade] 04/9/2019 07:54

Hardwood Pulpwood Prices Improved in North CarolinaUS. housing starts remained stable at a seasonally adjusted annual rate of around 1.2 million units in the last few months. In November 2018, while multifamily housing starts were up about 25%, single-family housing starts dropped about 5%, resulting in just a 3.2% increase in the overall rate of housing starts, compared to October 2018.In the fourth quarter of 2018, South-wide average stumpage prices were up for all major timber products, except for pine chip-n-saw, mainly because of wet weather led by Hurricane Michael in the southeast region. In terms of annual price trends, in 2018, southwide average pine sawtimber price was up about 1%, but pine pulpwood price was down 3% from a year ago. Both hardwood sawtimber and pulpwood were up in 2018. In the lumber markets, both Southern pine and hardwood lumber prices continued to decline in this quarter. The price of Southern pine lumber was $375 per thousand board feet, down 14% from last quarter and down 10% from last year. While both crude oil and diesel prices were down, natural gas prices were up in this quarter.In the fourth quarter, North Carolina state-wide average timber prices were up except for pine sawtimber and chip-n-saw. According to TimberMart-South, the average pine sawtimber price was $24.8 per ton, down 5.1% from last quarter but up 4.8% from the price a year ago. It was still about 2.3% above the south-wide average pine sawtimber price of $24.0 per ton. Pine sawtimber prices in both Eastern and Western North Carolina fell in this quarter.After an about 11% drop in the last quarter, pine pulpwood prices in North Carolina slightly improved in this quarter. The state-wide pine pulpwood price averaged $10.4 per ton, up 2.3% from last quarter. The average pine pulpwood price in Eastern North Carolina was $13.2 per ton, up 3.9% from last quarter but down 1.9% from the price a year ago.Pulpwood price chart imageThe hardwood sawtimber price increased slightly at the state-wide average of $24.7 per ton in this quarter. The hardwood pulpwood prices bounced back substantially to the state-wide average of $4.8 per ton, but it is still 50% lower than the South-wide average price of $9.7 per ton. The hardwood pulpwood price in Eastern North Carolina was $3.5 per ton, up 65.1% from last quarter.

[plumbertrade] 04/9/2019 07:23

Is that info for definite?

[jailbird] 04/9/2019 04:07

Guys is there a link to the timber sawlog prices?

[jailbird] 04/9/2019 03:35

[...]

Not sure if posted before

Active Energy inks partnership for logging operation at Lumberton
Chief executive Michael Rowan described the new venture as “another important milestone” and highlighted that it gives the company a complementary revenue stream.

Lumber / logs in a stack
More blue sky for the Lumberton project
Active Energy Group PLC (LON:AEG) has inked a joint venture agreement with Renewable Logistics Systems LLC which sees the AIM-quoted firm enter the saw logging export market.

Renewable Logistics Systems is a supplier of saw-logs, pulpwood and wood chips and together the companies will form a new vehicle, called Renewable Energy Systems (RES), which will manage logistics and saw-logging exports from the Lumberton property.

READ: Active Energy starts installation of reactors at Lumberton
Active Energy will initially own a 30% stake in RES with a right to increase its stake to 49%, after it has established a 50 tonne per hour CoalSwitch plant (expected before the end of next year).

RES will manage the material handling within Lumberton for AEG along with transportation services, such as the delivery of product to customers.

It is estimated that the RES operation will process some 200-500 containers of saw-logs for the export market per month, which would equate to 5,000-15,000 square metres of product per month.

The company noted that forestry waste products from the Lumberton operation will provide feed for pelletised fuels, including CoalSwitch.

Active Energy chief executive Michael Rowan described the new venture as “another important milestone” and highlighted that it give the company a complementary revenue stream.

“It establishes an additional source of feedstock supply for the production of pelletised fuels, and importantly accommodates all the near-term logistics requirements for Lumberton for the supply of existing and new pelletised renewable fuels to customers,” Rowan added.

"Revenue from the JV will be utilised for the future development of Lumberton and further demonstrates the value of our new operational centre, as it provides valuable commercial opportunities for the company through being an industrial hub located strategically in the heart of America's forestry industry."

[pete1277] 03/9/2019 22:09

Absolute Welding to be finished in September.

[jailbird] 03/9/2019 15:32

Buy and sell in between Spread now and liquid on both sides

[jailbird] 03/9/2019 11:36

Looks like another couple of days before this may move again Need some volume , still waiting before adding Spread to doing any favours

[jailbird] 03/9/2019 09:49

There you go another 400k sell .5/.55pLevel 2 - 5 v 1 Let's see what happens now

[jailbird] 02/9/2019 15:23

Not yet Need the bid to tick up Mind you the next MM is on .6p after.55p has cleared

[plumbertrade] 02/9/2019 14:52

Going blue perhaps?

[jailbird] 02/9/2019 13:17

5.2( cannot sell much online though ) / 5.4p is spread

[garth] 02/9/2019 12:31

Spread has narrowed right down - reckon they are looking for stock?

G.

[jailbird] 31/8/2019 12:39

It does annoy me about how much time the BoD have wasted..this has diluted shareholders.
I might well have bought in last month but it still annoys me

I am glad they got a good hiding at the AGM. They have wasted valuable time and coals switch was supposed to be already commercialised at the 5T UTAH plant. This was their
first commercial CoalSwitch(TM) plant. All that big hooraa came to nothing then

Now the plant is in Lumberton..this quarter is critically pivotal.

I just listened to the podcast....the whole Co is relying on this quarter. I am still overly enthused by Rowland, lets ee if can deliver the talk for once.

If it goes well..I can see the 50T plant being financed by a mix of Royalty/JV/debt/equity

I think it really is make or break.

[plumbertrade] 30/8/2019 17:23

If the 5t plant runs effectively and they can prove their product then great.... the pig in the poke moving on from there are the 1000,s of tonnes orders subsequent to a 50t plant being made. This needs to be pipe and slippers in the arm chair for quite a while I think for a price escalation past 8p

[garth] 30/8/2019 13:48

Just reflecting on the top line of the header... with an inner sigh, but also fresh hope for the prospects to come.

"Thread open at 3.8p Market Cap £33m. Options granted at 4.5p and 8.5p Feb 2018"

It will be a 500% increase to return to that market cap, a 900% increase to hit that first options threshold and more than 1500% increase to hit the second options threshold.

Onwards an upwards?

G.

[jailbird] 30/8/2019 13:27

Nice Garth,

Quality time with the kid(s)

[garth] 30/8/2019 13:25

The 0.535's are all buys - so I reckon trades are about even on buys and sells. A market being made by wiggling the tree?

Just been for a lovely dog walk with my youngest son. We came back with sticks for the BBQ and a lb of blackberries to cook up with some apples from our tree. Happy days.

G.

[jailbird] 30/8/2019 12:02

you first ...LOL :-)

[plumbertrade] 30/8/2019 11:58

With you on ready with the buy button

[jailbird] 30/8/2019 11:25

RSI is bottom.

MACD about to turn up, probably Monday if not Tuesday

[plumbertrade] 30/8/2019 09:53

I found it to be a very good interview. America waking up on pellets is huge!

[garth] 30/8/2019 09:28

You are welcome.
Lets see where this dip/shake goes...
Should be an interesting stretch :0)

G.