Active Energy Share Discussion Threads

[isa2020] 18/10/2018 10:36

Sells News is needed, the product needs not just promised customers AEGplc needs revenue

[garth] 16/10/2018 09:31

Worth spending 8 minutes listening Richard Spinks from a week ago talking about Newfoundland and his move to focus there.
proactiveinvestors.co.uk/companies/stocktube/10768/canada-forestry-opportunity-one-of-the-biggest-active-energys-spinks-has-ever-seen-10768.html

It does seem clear from that that the removal of certain responsibilities (waterways and animals?) may well deliver a more cost effective opportunity for them. He is clear that it is not the government who gave rise to the issue and that both key parties are committed to resolving it.

He also makes clear that they are here to produce product and to do it profitably. He then starts to put a timescale on it, hesitates and says "soon enough". Of course, we all know what followed a week later (yesterday's RNS)

Circumstantial, anecdotal in a way - but for me that is a pretty clear suggestion that the deal announced yesterday is seen, without any further deals, to provide a clear avenue to profitable production of Coalswitch. DrM's numbers illustrate that.

Add in Newfoundland, Poland, Peat Switch etc on top of that.

It is tough in markets like these to remain patient sometimes - but I continue to believe that rewards both financially and environmentally will be worth it.

Not intended as advice. DYOR.

G.

[garth] 15/10/2018 10:05

I think you are only saying that because your cash is elsewhere Costax...

You really should revisit why you originally invested here. The position has continued to strengthen and the reach of the technology broaden.

G.

[costax1654x] 15/10/2018 09:50

Not for me,I might be wrong!

[garth] 15/10/2018 08:56

And to share something from that post DrM,

This is a slide from a previous presentation. If you can make it out, it basically shows that when we sell a tonne of CoalSwitch for $180, we make at least $80.

So a 5 tonne/hour plant at max capacity makes 5x24x365 tonnes a year = 43,800 tonnes
43,800 x $80 = $3.5mill profit a year. Assume it runs at 85% capacity thats still $3mill.

We will have a 5 tonne/hour plant installed in a matter of weeks producing $3mill profit a year. THEREFORE WE HAVE POSITIVE CASHFLOW AND NO PLACEMENT NEEDED. That deserves an mcap of more than the £20mill we started the day on its own!

Now how does this look as the 100 tonnes/hr plan progresses...

5 tonnes/hr = $3million profit

25 tonnes/hr = $15mill profit

50 tonnes/hr = $30mill profit

100 tonnes/hr = $60mill profit


Along with a reminder from the RNS today.

"- Initial CoalSwitch(TM) plant to be installed at GRP's existing power plant facilities at Lumberton, North Carolina, before the end of 2018, followed by the two additional plants in Georgia over 36 months

-- The JV intends to install up to 100 tonnes per hour of CoalSwitch(TM) production facilities
-- AEG is currently negotiating off take agreements for the sales of both CoalSwitch(TM) and biomass sourced from existing GRP facilities

Joint Venture - Active Energy Renewable Power LLC

Active Energy Renewable Power LLC has been incorporated in North Carolina for the purposes of the JV and is owned equally between the Group and GRP. The JV will install CoalSwitch(TM) manufacturing facilities at each of GRP's biomass-to- energy power plant sites in North Carolina and Georgia.

The first installation will be at Lumberton in North Carolina. The plant will utilise some existing facilities and equipment currently owned by AEG at its site in Utah. The intention is to commence work immediately with the aim to have commercial production facilities installed by the end of Q4 2018. The installation will be assisted by the use of GRP's existing steam and drying capacity at its power plants. In addition, the JV will be able to take advantage of GRP's existing infrastructure for feedstock procurement. The JV intends to double the production of CoalSwitch(TM) at this facility to 10 tonnes per hour during H1 2019.

Following the initial installation of this CoalSwitch(TM) plant, the JV intends to build two additional CoalSwitch(TM) facilities at each of GRP's other biomass-to-energy power plant locations in Carnesville, Georgia and Colbert, Georgia. Each of these plants are currently under construction and are targeted to be commissioned by mid-2019 and the JV intends to install 25 tonne per hour CoalSwitch(TM) facilities at each site in the coming 36 months. The JV aims to expand the Company's CoalSwitch(TM) production capacity up to 100 tonnes per hour in the region, dependent on feedstock availability and market opportunity."

[drmaccers] 15/10/2018 08:45

New quick blog with initial thoughts

[isa2020] 15/10/2018 08:00

Market needs actual figuresLast statement had a lot of MOU and time frames, however no data of any of the comercial products - sales data.Maybe in the next 6 month, we'll have figures on youngliving and #PeatSwitch.. Its guess work until that

[garth] 15/10/2018 07:58

Wow.

Off to make a mug of tea and toast and digest all of that with a warm smile.

I love the way they do joined up thinking to provide benefits while solving issues related to the clean up of problem waste. How long until we get an announcing using cattle waste in the US in the same way?

With this under the belt it is perhaps no surprise that Richard felt free to head to Canada and concentrate on procuring the forestry end. It is not difficult to see how this announcement is just one in a potentially very long line of dominoes.

DYOR.

G.

[isa2020] 15/10/2018 07:54

Me too, it may be a good time to buy

[isa2020] 15/10/2018 07:52

Read that a number of shorts closed end of last week. Now we know why!

[drmaccers] 15/10/2018 07:37

Feedstock in abundance and 100 tonnes an hour is $70mill profit a year

[costax1654x] 15/10/2018 07:35

Hope you get yr money back!

[garth] 12/10/2018 08:44

Hope so ;0)

[isa2020] 12/10/2018 08:43

Maybe a sign5p

[garth] 12/10/2018 08:18

Exciting trading so far this morning...

5 shares bought.

G.

[garth] 11/10/2018 18:57

Added a few more. Feeling some pain. May go lower again tomorrow dependent upon the Dow. But any news from Poland, Canada, USA et al and this will snap straight back up.

G.

[isa2020] 08/10/2018 22:45

https://mobile.twitter.com/SheilaDFitz/status/1049353529939427329Going to be pressure on shares, no enough to go around.

[drmaccers] 08/10/2018 10:26

I would guess streamlining so instead of managing the forest, wildlife and waterways, just managing the trees. So it should be the same proposal with that taken out, maybe at their request so no further DD and a rubber stamp?

[garth] 08/10/2018 10:21

yup. Doesn't look like Christmas is coming early... Does sound like progress continues to be made though. Not as fast as any of us would like.

G.

[jailbird] 08/10/2018 09:32

Garth,

Get well mate..it is going around

To me looks like relinquishing...and it means further delays to revise the application...reason I sold out for now

Delays eats into finances too....no timelines given

[garth] 08/10/2018 09:28

Suffering with a head cold.

Any views on whether this is a sharpening of focus on one element of the previous submission, OR a relinquishing of other elements of the proposal? And if a relinquishment, then of what elements?

"Active Energy is now amending its application to focus exclusively on the forestry opportunities and the development of one or more dedicated CoalSwitch(TM) plants for the Districts 17 and 18.

Cant get my head sharp enough this morning...

G.

[isa2020] 08/10/2018 09:01

RNS reads a rubber stamp has been taken out of the box, ink is being appliedWaiting for the stamp to hit the paper -

[jailbird] 08/10/2018 08:13

I am out for now..will monitor and hope the story will change again soon