Active Energy Share Discussion Threads

[cudmore] 18/5/2018 08:20

Hoover up what you can because they won’t be this price for long!!

[garth] 18/5/2018 08:18

HG,

# shares in issue has sadly increased over time, growing the market cap in return for little increase in share price. That is a weight. But needs must...

The technology is such that ramp-up should be fairly rapid. As is hinted at in the interview linked above, the supply of feed-stock from what is otherwise waste is enormous and adds massive hidden value to forestry assets.

What price do you put on it? How do you value it?

This has to be a company in the making that will be valued in hundreds of millions. But not just yet, IMO. Would I want to be out though? No, no, no.

G.

[amrishbhim] 18/5/2018 07:24

I would say the target price for AEG mid term is about 7p to 8p until finalized other agreements its talking

[highly geared] 18/5/2018 07:19

New to this share, little research, so excuse my ignorance.
The market cap is £44 million which infers revenues and a profit of say a couple of £ milllion for early stage or promise of significant revenue.
Talk of 15-20p etc will take it to £200 million market cap.
Are the contracts being signed of the scale that will support a market cap of this level?
I’m interested in potentially investing. The technology etc looks great and potential markets look good but trying to understand why the market might value it at say £200 million at this stage or in the next few months?
Thanks in advance.

[costax1654x] 18/5/2018 06:24

We just to realise that the news where huge...and we waiting for other huge ones...can you guess where the price is going?price will spike at some point to 10-20 this yr

[garth] 18/5/2018 06:01

"Spinks said the deal was great for Alberta, “because its Aspen we’re talking about”.

“Aspen has no real use in any volume,” Spinks explained. “It makes nearly 80% of the forestry in the regions in which we’re going to be operating, so we’re doing a service for the environment, sustainably, hand-in-hand with the requirements of the local population and government.”

Spinks implied that the deal may be even better than it appears at first glance, as the numbers quoted in the stock market statement are “merchantable timber numbers”, whereas AEG’s technology will be able to use forestry residues, waste and other material that is not usually calculated as part of the value proposition or the volume numbers for this type of arrangement”.

“We have a lot of interest from forestry and timber industry, forestry management organisations and so on, who really want to know now what is it that these guys are doing differently,” Spinks said.

“Why is this attractive and why do they operate in places where we don’t? The answer is CoalSwitch,” he added.

Spinks said the company would start off with one CoalSwitch plant but given the size of the area covered by the agreement, it was very likely the company would build further plants in Alberta.

While clearly pleased with today’s deal, Spinks revealed that the company is extremely close to finalising a similar arrangement with the province of Newfoundland and Labrador."

[...]

[garth] 18/5/2018 05:53

Thanks Cudmore for the interview link. Added to header.

The area in question is the size of Scotland.

Spinks: "Its coming together now... More news soon... Perfect storm..."

DYOR.

G.

[cudmore] 17/5/2018 15:06

Buys are showing as sells. Mm’s know this is a biggy and manipulating the market. Tomorrow will see a whole different situation imho when the big fish pile in.

[bigboyblue] 17/5/2018 14:03

I agree this is potentially transformational, but let's not forget the deal with PowerWood will have to be financed, as will the coalswitch plant. I guess once these details are finalised that's when we'll see a bigger movement in the share price I do agree though, it seems a strange time to be selling.

[richyf321] 17/5/2018 13:33

Huge news today , yet you get morons selling who haven't a clue what a investment is! Transformational day here moving forward

[cudmore] 17/5/2018 11:03

This could be the multibagger of 2018

[zooskeeper] 17/5/2018 10:59

Fed up of them letting the big boys in - look what happen to GAN three days after news!

[costax1654x] 17/5/2018 10:45

Anything under 10p for the news coming is a steal

[cudmore] 17/5/2018 10:22

The market really is asleep this morning. This news is so huge for the company. Anything under 6p today I would get what you can.

[maverick247] 17/5/2018 09:22

Ok sorry!To be fair most companies rise post news not on news days these days

[amrishbhim] 17/5/2018 08:57

I purchased 10k worth of shares and are not showing yet, I see level 2 showing many buying but not shown on here

[jon1962] 17/5/2018 08:55

I think the news is excellent and I am frustrated the share is not over 5p with this news!

[maverick247] 17/5/2018 08:49

Lol someone want in cheaper?There is so much news to come yet

[garth] 17/5/2018 08:40

Looks like Powerwood have a similar biomass mission, licences in place but no plant yet built...just a pending project.

Very interesting indeed.

G.

[garth] 17/5/2018 08:36

Actually, it is not the news we have been waiting for. The Labrador agreement is still in process and I was beginning to feel a little deflated about how long it was taking again. I believe it will still come and will just take a bit longer.

This I see as being somewhat surprising KICK DOWN THE DOOR news and I am delighted to see that Spinks and co are proactively taking a grip, taking a controlling stake in a company that ALREADY HAS the licences and demonstrating that they can make it work AND demonstrate the sustainable forest management - something that will be key to the Labrador deal. They have today written their commitment big and bold.

It is clear that Spinks expects this to release a series of other agreements provided to AEG Timberlands directly.

"Richard Spinks, Active Energy Chief Executive Officer said, "This MoU represents a further step forward in our focused strategy to secure long-term forestry assets and guarantee feedstock volumes to support our planned roll-out of CoalSwitch(TM) plants in Canada and Europe. I am confident that this arrangement with PowerWood Canada will lead to other governmental and private sector forestry owners signing further commercial agreements with the Company in the near future.

"The MoU will see us utilise at least 300,000 tonnes of fibre annually and highlights the scale of the opportunities available to the Group. We believe we have an excellent platform in place from which to scale up our activities and build Active Energy into a leading producer of environmentally friendly, second generation biomass fuels worldwide. I look forward to providing our shareholders with further updates in due course."

I am confident that this arrangement with PowerWood Canada will lead to other governmental and private sector forestry owners signing further commercial agreements with the Company in the near future.

The phrasing of that leads me to wonder if they have been asked to take this on as a quid pro quo...

We are off and running.

Well done to the management.

DYOR - but don't take too long ;0)

G.

[jon1962] 17/5/2018 08:06

Excellent news but this is aim

[jon1962] 17/5/2018 08:04

Doubt it as selling the news will probably drive it down again in my opinion

[cudmore] 17/5/2018 08:02

10p today easily. Game changing news!!

[maverick247] 17/5/2018 07:55

Superb its starting

[cudmore] 17/5/2018 07:45

Massive RNS......getin quick if you aren’t in already!!

Where’s FALIA? 😂