Active Energy Share Discussion Threads

[isa2020] 29/11/2019 15:20

Reading AEGplc past RNSs, is food for thought, as regards the direction and what could happen in Canada

[smackeraim] 29/11/2019 13:05

I actually ticked your post. There's a first for everything I guess.

[smackeraim] 29/11/2019 12:10

added a few more. Red day around my watch list but presents an opportunity

[smackeraim] 29/11/2019 10:40

Easy hold this now imo

[rumobejo] 29/11/2019 10:39

volumes of yday speaks volume onward and upward to 1p

Santa comin in town...

[smackeraim] 29/11/2019 08:18

For once I agree with Dave. This is worth hanging on to now at these levels. Could be a lucrative revenue stream from CoalSwitch. The figures being shown are just for a single plant, and they are pushing this far and wide.

[dave4545] 29/11/2019 08:11

The early sellers are the small punters who throw their entire pot in one stock looking for a big spike and now they sell for a loss to put their money in something else which is probably already up a lot trying to do the same

They either get lucky or get wiped out in the next 2 weeks.

The smart person will be adding on the dips

[garth] 29/11/2019 07:27

Thank you Chrisis33

From the linked pdf which follows the RNS yesterday:

"CoalSwitch™ is able to reverse the declining margin trend in traditional businesses and is complimentary to Sawmill, Board Mill and Pulp and Paper operations, forestry waste utilisation, post-fire remediation, “Salty Hog” and other legacy waste cleanups and other environmentally beneficial opportunities until now have had no real economically viable solution. In short, any and all No/Low value, ‘non-merchantable’ and damaged fibre, can now be considered as a revenue line item rather than a Cost Of ‘other’ Goods Sold.

RMDE is able to demonstrate to industry heavyweights, that through integration of the CoalSwitch™ technology in their existing operations, IRRs and Revenues can both be substantially enhanced, without increasing the cutting volumes of their businesses and solving the environmental issues that are faced from Forest to Factory in their respective supply chains."

In other words - AEG technology positions the industry so that it can turn costly waste into profitable fuel. It is a sweet spot. The decline has never been about the technology. It has all been about delays in getting to market that had led to acute funding concerns.

The RNS yesterday looks like the inflexion point to me - the model has shifted to in-house manufacture + licencing. Up-front fee + royalties.

Canada has been waiting and now there is a deal. Poland has been waiting with its coal slurry piles. Ukraine is waiting with the massive multi-decade acreage that AEG hold rights for.

DYOR. And, in my opinion, hold tight. Its been a nauseating couple of years. Looks to me as though we are now bottom of the curve.

My opinion only though - I have been wrong, to my cost, all the way down. And I am still in disbelief that they managed to fumble the Canadian contracts issue so badly before it got resolved!

G.

[chrisis33] 29/11/2019 06:40

hxxps://img1.wsimg.com/blobby/go/c96e8a3c-66aa-404e-9a34-571737db2411/downloads/RMDE%20PRESS%20RELEASE%20License%20Award%20CoalSwitch%2028.pdf?ver=1574942949423

[iturama1] 28/11/2019 16:34

They are making more money than Versarien. All it needs now is another RNS announcing a “collaboration” with the Chinese and send it to SuperGrease.

[smackeraim] 28/11/2019 15:30

Bingo - that's the important part

[garth] 28/11/2019 15:25

Thanks maccamcd,

Lets just pull this out and make it really clear:

In addition to the US$1.8m upfront payment, we see significant potential value in the licensing agreement. If we consider the installation of a 50t/hr plant at the first site, annual production of CoalSwitchTM product could be ~400,000 tonnes/yr. At US$5/tonne, this represents US$2m/year to AEG, for a single plant - additional production efficiencies would result in higher royalties. Should an offtake agreement be negotiated for the stated 1m tonnes/yr of product, that translates to US$5m/yr to AEG.

$1.8m up front, followed by $2m pa for a single plant...

That is why I have continued to wait, however painful that has been... Inflexion point.

DYOR, Not advice.

G.

[maccamcd] 28/11/2019 15:01

SP Angel note..Key Milestone with First Agreement Active Energy Group PLC (AEG) listed on the AIM Market of the LSE is a renewable energy & forestry management company focused on the production of biomass fuels using its proprietary CoalSwitch™ technology as part of a portfolio of products. EVENT: Active Energy group (AEG.LN) announced its first licencing agreement for its CoalSwitchTM technology in Alberta and British Columbia, Canada. KEY HIGHLIGHTS: ? Terms of the Agreement: For an initial licensing fee of US$1.8m RMD Environmentals Inc. (RMDE) has acquired the exclusive rights for the sale and commercial development of opportunities related to CoalSwitchTM in the Canadian provinces of Alberta and British Columbia (BC) for the next 20 years. In addition, any Licensed Product produced by RMDE, its clients, partners or related parties, will result in a royalty payment of US$5.00/tonne to AEG for the duration of the License Agreement. ? Joint Development of Future Activities: RMDE and AEG will jointly coordinate the engineering and installation of all plant and equipment using the CoalSwitchTM technology in the two provinces. This includes the acquisition of manufacturing and processing equipment from AEG. ? RMDE Planning its First CoalSwitchTM Plant: RMDE believes it is likely to commission its first CoalSwitchTM plant within 18 months in Alberta, though environmental and permitting processes are yet to be finalised. The initial prep and pre-engineering work have already begun for this first plant, and other projects are under consideration for future development in conjunction with government, industry and off-take partners. RMDE notes that it is in discussions with a potential partner on an off-take agreement for as much as 1m tonnes per year of CoalSwitchTM product. ? AEG is also in discussions with other potential licensees for its CoalSwitchTM technology in other regions. ? RMD Environmentals Inc.: RMDE is a wholly owned indigenous-owned business incorporated by Grand Chief Ronald Derrickson and one of AEG's longstanding shareholders with more than 10% of AEG outstanding shares (a related party). RMDE is focused on forestry management and downstream fibre processing in Western Canada, monetizing forestry assets, improving profitability and ensuring sustainability of forests. VALUE PROPOSITION: In addition to the US$1.8m upfront payment, we see significant potential value in the licensing agreement. If we consider the installation of a 50t/hr plant at the first site, annual production of CoalSwitchTM product could be ~400,000 tonnes/yr. At US$5/tonne, this represents US$2m/year to AEG, for a single plant - additional production efficiencies would result in higher royalties. Should an offtake agreement be negotiated for the stated 1m tonnes/yr of product, that translates to US$5m/yr to AEG. Notably RMDE is somewhat unique as an indigenous-owned business in that it is likely to qualify for the Indigenous Opportunities Fund (C$1b) supporting development of renewable and forestry activities by indigenous communities, as well as govt tax benefits. This allows for greater flexibility in the royalty payment to AEG, without impacting the company's own margins significantly. OUTLOOK: This is a positive step for AEG in the strategy to monetize its primary technology (Licensing the technology for third-party development, in addition to developing its own projects). We believe this could also drive interest for in-licensing or partnership agreements in other regions

[smackeraim] 28/11/2019 14:34

Nice chunky buy

[smackeraim] 28/11/2019 13:41

Turning a corner, you have to begin somewhere.. :)

[cottoner] 28/11/2019 12:54

Further news hopefully this year

From half-year results released on Sept 25th 2019.

The integrated Forest-to-Energy supply chain ("Lumberton" or the "Lumberton Site")
Plant commissioning on track for the final quarter of 2019

[smackeraim] 28/11/2019 12:49

The RNS sounds promising. "AEG has commenced discussions with several other potential licensees to license and utilise the CoalSwitch(TM) technology in other regions of the world to take advantage of the increasing demand for advanced biomass fuels."And at $5 per tonne royalty payments, if they snag more of these deals it will be great news imo.. as below.."a major off taker for up to 1 million tonnes of CoalSwitch(TM) per annuum from installations in the Territories."

[smackeraim] 28/11/2019 12:41

The corner finally turned here it seems. More news and this will really take off, in my opinion. Dyor etc

[babbler] 28/11/2019 11:44

Indeed. Good luck. Sells dried up now... But then so have buys. See you next week

[dave4545] 28/11/2019 11:24

But I'm not day trading I buy at a point then buy more at lower points then wait patiently for next spike then I offload for a profit.

0.49p was fair price. If it drops to 0.46p I add then 0.43p and 0.4p, never take a loss like the idiots do unless change in circumstances

[babbler] 28/11/2019 11:21

If have waited as its nt to sell now.