Active Energy Share Discussion Threads

[garth] 02/7/2020 08:40

Ptookey,

There are many heartfelt concerns raised in the hearing. It is right that those should be heard and properly considered.

It is my belief, however, that the vast majority demonstrate very little understanding of the AEG process.

The complaints centre around these themes:

Cumulative impact - there are already polluters.
Environmental racial justice - predominantly black and indigenous populations
Comparisons with Enviva plants - which use a different process
The community has had a hard time with hurricanes and flooding, they shouldn't have to have a plant too.
Water permits have expired (they are not AEG permits - they relate to a prior entity. Although that does raise questions about future water permits...)
This permit is for a smaller plant than AEG ultimately intend to run.
The technology is untested.
The company lacks financial resources and are raising cash.
Large quantities of trees will be cut down for pellets.
Impact on carbon emissions
Discharge of pollutants

It is up to AEG to respond to the community by providing better quality data and education.

G.

[carlisle44] 02/7/2020 07:57

1p+ incoming I suspect

[isa2020] 01/7/2020 22:40

Permit is only a very small part, yes it's important, however AEG moved into profit and it was from the plant, they have other income streams.Permit only affects the CoalSwitch plant doesn't have anything to with Partners in Canada #RMDE, who are most likely to have a plant running and paying royalties before AEG plant.

[ptookey] 01/7/2020 19:11

Having listened to the objections at the virtual meeting can anyone explain the apparent confidence among posters here that the permit will in fact be given. I hold a lot of these shares for the record but it seems like a penny share punt as ever

[grsshaw1] 01/7/2020 13:58

Once the permit is in place hopefully they will then, pretty quickly, hear on progress from RMDE pellet plant/s in Canada

2nd shift to commence in approx 2 weeks bringing with it additional turnover and site efficiencies for the whole Lumberton plant then C/S plant adds to turnover and more overall cost efficiencies towards the end of this year, plus there looks to be plenty of spare capacity in the plant to grow into or even rent out or JV with other green companies

While they are working hard on Lumberton opportunities they still have in the background :-
New Lumber contracts
RMDE updates
Peatswitch development
Litterswitch devopement
Potentially more C/S licenses - maybe Canada/Asia
Newfoundland - either progress shortly or this will be lost I guess
Poland Superfuel - not sure whats happening with this as seemed to be parked for now but still have the approval certificates
Recent Experienced Director recruitment - wonder what they are working on?
Still very strong support from CLN holders both current and new by the looks of things!

My first target to reach is now 1.6p - with a few large gaps to fill on the way up to 1.6p then onto 2p - so I am predicting this could move quickly to 1.5 to 1.6p on news due to the trade gaps in place when this dropped like a stone

Then see what happens with the CLN's as AEG need some of these converting to take some of the debt away (if conversion takes place this should then boost up to 2p plus IMHO) The good thing is that you can buy at the moment cheaper than the conversation rate at 1p -but only just though!

Renewable shares seem to be pretty investable right now!

My opinion only - please do your own research - Good Luck All

[isa2020] 01/7/2020 13:18

Thanks funny, a purchase (i asume isn't a sell) at 1p for 50 shares, really?

[grsshaw1] 01/7/2020 10:02

Looks like a buy to me isa!

Good news soon hopefully

[isa2020] 01/7/2020 09:00

That 600,000 someone buying or selling

[garth] 28/6/2020 21:29

Thanks. Had to put the ncdenrits in manually, then all good. Appreciated.g.

[grsshaw1] 28/6/2020 20:21

hxxps://ncdenrits.webex.com/recordingservice/sites/ncdenrits/recording/play/8bf7629fd7a549b5b71fcbab0c5ae17a

Evening garth, Tried again above but it may change again

It still doesn't work manually replace the xx with tt in link - so should read https:

Hope this helps

[garth] 28/6/2020 19:46

Link broken?

[grsshaw1] 27/6/2020 13:07

If anyone has a spare 2h 40 mins you can listen to the full meeting if you didn't manage live on the Monday evening!!

Worth a quick listen to the opening section at 3m 33 seconds re the reason for the public meeting

hxxps://ncdenrits.webex.com/recordingservice/sites/ncdenrits/recording/play/8bf7629fd7a549b5b71fcbab0c5ae17a

Surely a done deal - Permit Draft letter already on the website just need a date and signatures and good to go!

Hoping also we will see a few more RNS's re CLN's being converted

[isa2020] 26/6/2020 07:29

Another great rnsDebt going and from previous rns revenue going up.

[garth] 25/6/2020 07:08

The permit meeting for Lumberton done, comment closing tomorrow. RMDE rolling forward. CLNs raised to double output.

G.

[isa2020] 24/6/2020 22:55

As mentioned before - eyes are on AEGplc partners in Canada and current revenue streams.

[smackeraim] 22/6/2020 08:39

Great Rns. Holders happy to take 1p to let company increase a revenue generating part of business. Roll on air permit

[garth] 22/6/2020 08:14

Couldnt get a quote to buy more, no trades showing on ADVFN...

?

G.

EDIT - one trade through

EDIT again - and now, that's more what I expected to see.

[garth] 22/6/2020 07:26

Bread and butter coming together. Jam to follow. It's starting to get interesting again.

G.

[jailbird] 22/6/2020 07:20

I had a feeling last week the a fund raising was coming ..Via CLN though

[isa2020] 22/6/2020 07:17

Excellent RNSs,