Active Energy Share Discussion Threads

[garth] 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.

[thesaint5] 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.

[jomanny] 21/9/2020 20:10

Does this mean a coalswitch plant order? What numbers on that?

[kimoldfield] 18/9/2020 02:02

Well I hope it starts the long awaited commercialisation of coalswitch!

[garth] 17/9/2020 23:07

Thanks for sharing that from Rgs@rgspinks - 6pm this evening UK time.G.

[kimoldfield] 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.

[garth] 16/9/2020 13:51

R Spinks, August 20th



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.



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.

[isa2020] 08/9/2020 14:08

Time to purchase,

[isa2020] 04/9/2020 09:40

Tell them to sell two more licences and they get more than 2 million dollars

[mrbt] 21/8/2020 17:26

Not sure if I understand what they want to do and how it affects me.

[isa2020] 21/8/2020 07:25

May vote down, share reorganisation. Don't agree with the Board

[garth] 19/8/2020 07:38

Interesting contextual piece in light of RMDE and AEG involvement in Labrador.

hxxps://www.bioenergy-news.com/news/waste-wood-from-major-canadian-construction-project-to-be-used-as-biomass-fuel/

G.

[jomanny] 17/8/2020 11:58

Eventually they will convert. If they do that now it will be a strong signal.The so is not going up without debt being converted to equity. They need to show their hand. Private investors are watching what they do.

[isa2020] 12/8/2020 22:50

Indeed, checking the RNSs, some 1p CLNs have already been converted whilst the shareprice was around 0.7Directors also brought in not so long ago. So buy low, at this level. AEGplc need investors not traders company is in profit, and in a few months will receive royalties too. Best not broadcast it - just get a few each month

[jomanny] 12/8/2020 20:58

I get what you mean. If they convert at 1p that would be half our mid cap. How does it go over 1p with this debt. Aeg must have some serious good news for that to happen. Who are the note holders and what are their intentions. They saw value at 1p...in fact more than that. I expect this to play out over the coming months.

[isa2020] 12/8/2020 08:20

Best to double checkBelieve there is to the value of £16,433,841 CLNs outstanding of which £10.4 million CLNs@3.29p £6 million CLNs@1p. Doesn't matter really, the sooner the better. My guess is that around 900 additional shares.Can't remember the completed terms. Licensing of just 8 Plants would cover the debt.CLNs @ 1p and 3.29pIf the share price moves and stables above 1p, most likely more CLNs going to be converted. Buying shares at today price is a bargain.

[jomanny] 07/8/2020 14:23

I think when we talk about price those clns are key. We need to know when they will convert them. Will they sell on conversion. Ideally would like to see them being converted, there are a lot at 1p. Will they be sold onto a strategic investor or are they held by one. We dont know, until then I see these kind of price levevls

[garth] 07/8/2020 13:23

Interesting dip and reversal...

G.

[isa2020] 07/8/2020 12:10

Moving down to purchase zone, reminder CLNs are at 1p & 3.2p , so shares are at a discount

[jomanny] 05/8/2020 14:55

A lot of large trades today. I am expecting Alberta news is very soon.

[isa2020] 05/8/2020 14:40

Worth topup, before it really gets going

[jomanny] 05/8/2020 07:39

It is a relief to get that permit out of the way. It is interesting the research note points out that this a batch plant.
I suppose knocking out large samples of coalswitch to customers. Are the customers power stations or pellet producers or both?
It's good to know we have revenues from the sawmill, and the csw plant should see us cashflow positive.