Core Vct I Share Discussion Threads

[andrbea] 15/11/2016 10:21

iron stocks hot (aym 110%, wafm)
any others : eg irr...

maybe copper to explode too
eg mnc.

or zinc...

[empirestate] 15/11/2016 10:21

DKL on the bid at 11.75/12, all buys today and there is alot of great news that needs to get priced in, as it's been held back by some weight on the share price

Keep em peeled

[dice1950] 15/11/2016 09:25

AVN big news later today -))
AvantiCommunications ‏@Avanti_plc 20h20 hours ago
.@Avanti_plc Chief Sales Officer, Enrico Leonardi, is speaking today at #AfricaCom at 15:40 #ConnectingAfrica stream

[hatey] 15/11/2016 08:57

Using all your multiple names dice1950 to spam AVN again

Time to let advfn know again

dice1950/jodeans/lastdrop/12trading/susanwolf etc etc

[lastdrop] 15/11/2016 08:54

NO buy quote and motoring

Avanti Communications (AVN) SATCOM growth opportunities from global government and mlitary customers continue to grow, primarily from mobility and HTS.
14th November 2016


David Williams, Chief Executive Officer (CEO) of Avanti (AVN) “We are pleased to be able to use Newtec’s technology on this vital project,”
14th November 2016

[dice1950] 15/11/2016 08:38

@TopTradersADVFN #CHAL news anyday m8 Kolkata Eye project likely to get KoPT nod by October

[warwick69] 14/11/2016 21:15

Great article re PHE
latest innovation performs what can best be described as the latter day equivalent of alchemy.

But rather than turning base metals into gold, its G3-UHt system transforms rubbish into electricity with no toxic by-products and effectively zero greenhouse gases.

Sounds too good to be true? Well, only time will tell.

When we last spoke to PowerHouse chief Keith Allaun two years ago the company had just completed the development of the EU-certified Pyromex system.

It had demonstrated the production of a synthesis gas that could be fed straight into the mains gas system, or used to create electricity.

However, it wasn’t as resilient as had been hoped and expected. Upon decommissioning of the Eiting Facility for refurbishment and a relocation, the engineering team discovered that it was in no way “scalable or commercial”, admits Allaun.

This meant a back to the drawing board approach to create a system that could withstand the chemical punishment meted out within the reactor that operates at a temperature up to 1,350 degrees Celsius.

What PowerHouse came up with was the G3 ultra-high temperature gasification system that has taken the technology on several leaps and bounds.

This is not a modification of the old kit, but a ground up re-imaging and re-engineering, of how the system should work in an industrial setting.

“It needed to be able to handle caustic harsh, difficult waste streams; but needed to do so rapidly and economically,” explains Allaun.

“It is easiest to describe the reactor as effectively a rotary kiln that operates in an oxygen free environment and at its most basic level that is true.

“But this ignores the application of the specific heating processes, the construction of a robust reactor tube and an enclosure that have significantly increased both the thermal and electrical efficiency.

“With the advanced material at the reactor core we are now able to handle material such as tyres that contain high levels of sulphur and chlorine.”

The G3 unit, which has been modelled up to 50 tonnes of waste a day, per module, has completed rigorous tests in Brisbane, Australia, before being shipped over here to the UK early in the New Year for commercial demonstration.

So what does it actually do? At the heart of the system is a reactor that works oxygen-free at ultra-high temperatures to atomise virtually all household or industrial waste.

What’s created is a synthesis gas, or syngas for short, that can be used to generate electricity. With a little more processing hydrogen can be produced which could then be used to replenish fuel cells.

The by-product of all this is an inert substance that can be moulded into bricks or used as ground covering.

Don’t confuse this sophisticated recycling system with incineration, which works at far lower temperatures and leaves behind all sorts of toxins - not to mention significant amounts of ash.

The G3 system’s de-molecularisation capabilities allow for complete detoxification of waste-streams.

“What that means is any residue is completely non-toxic, non-leachable, requires no specialised disposal, and has the consistency of talc,” says Allaun

“The G3 does not have a smoke stack as there are no emissions. The syngas that’s produced is similar in nature to natural gas and is used accordingly.”

And there are all manner of applications for a technology that is able to recover up to 90% of the energy value of a material put through the reactor.

Medical waste is one area where the G3 could make a difference, while there is a burgeoning market in carpets too, apparently.

Around 405,000 tonnes of floor covering is discarded each year in the UK alone with only around a third of it recycled (it is often burned in brick kilns). The remainder ends up in landfill sites.

“Automobile recyclers offer another tremendous opportunity,” explains Allaun

“There are over 1,300 auto recyclers in the UK and every one sends at least 5% of its residue (mainly synthetic rubber, dashboards, seats, and other non-recyclables) to the tip. That’s tens-of-thousands of tonnes per annum.”

And here’s where the numbers add up. The landfill tax is currently £85 per tonne, with the gate fee taking that figure to around £100-plus per tonne for standard waste. It can cost anywhere between £300 and £800 a tonne to send hazardous waste to the tip.

So, it might make sense for the PowerHouse to work with skip operators or specialist recycling companies on revenue sharing basis. The companies cut their costs, while both businesses make a turn on power generated in the process and fed into the grid.

The G3 is modular with commercial units expected to devour 50 tonnes of waste per day, which means an operation can be built over time with new units added as capacity grows.

Allaun reckons the payback on a unit might be as little as three years, and here in the UK the electricity would be eligible for the same incentives received by solar and wind power generators.

Financing the roll-out shouldn’t be difficult once the model has been proven, said the PowerHouse chief executive.

“People have already raised their hands to say they are happy to participate in this kind of operation because the economics are so favourable,” said Allaun.

In the meantime it has the financial wherewithal to ship and set up its current working prototype.

“We are confident we can get the first system up and running without any significant additional infusion of added cash,” said Allaun.

“The reality is we have the system already. The capital expense is taken care of. We are just looking at transportation expenditure to put it onsite and start running.

“We are doing this initially in Australia for a few weeks before shipping it to the UK for operation.”

[dice1950] 14/11/2016 21:12

Alkali fuel cells: are the wilderness years at an end?

Wherever there is surplus hydrogen, eg in the chlor-alkali industry, which is a major producer of H2, or at waste-to-energy gasification plants, where it can be extracted from the syngas, there is the possibility of generating carbon-free electricity from alkali fuel cells and helping reduce power costs. UK-based AFC Energy is working towards commercial projects in this area. In the longer term it believes its technology could be scaled up significantly and one day be competitive with conventional power plants.
n the waste-to-energy area, alkali fuel cell developer AFC Energy has recently reported an order for its Beta+ fuel cell test system from AIM-listed PowerHouse Energy Group plc (PHE)

[hope67] 14/11/2016 17:30

Web results due by the end of Nov starting to move up.

[cpap man] 14/11/2016 16:12

ANGS



RNS out [4.00 p.m.] from ANGS



Angus Energy plc

("Angus Energy")

Environment Agency permission received for drilling of the Brockham side-track

[crackdown2020] 14/11/2016 15:39

BLUR is going, told ya

[dice1950] 14/11/2016 15:32

PHE
Half of UK electricity comes from low-carbon sources for first time ever, claims new report
Britain reaches green turning point as electricity was completely coal-free for nearly six days over the last quarter


Joe Watts Political Editor @JoeWatts_ 4 hours ago

[andrbea] 14/11/2016 15:10

adl 14%

9 Nov '16 - 20:55
Indonesia state firms told to triple investment to help stoke growth – Andalas Energy (ADL)

By administrator in Andalas Energy and Power (ADL) on November 9, 2016
State firms told to triple investment to help stoke growth

by Viriya P. Singgih, Jakarta Post

State-owned companies are expected to triple their investment value in the next two years to reach Rp 895 trillion (US$68.02 billion) in 2018 in support of President Joko “Jokowi” Widodo’s 6 percent economic growth target.

State-Owned Enterprises (SOE) Minister Rini M. Soemarno said the President had urged all state firms to gradually increase their investment value from Rp 285 trillion this year to Rp 450 trillion in 2017 and Rp 895 trillion in 2018.

[andrbea] 14/11/2016 14:52

zioc chart, quite impressive...
this month from 3p to 5.4p

[dice1950] 14/11/2016 14:39

PHE gl getting any lol

[fillipe] 14/11/2016 14:31

IRR- starting to trot again.

I can't understand why IRR is so quiet on ADVN. but hey-ho...

f

[dice1950] 14/11/2016 14:29

#AFC AND PHE
PowerHouse Energy is proud to utilize best-in-class equipment from the following leading suppliers:


way cheap just out m8 PowerHouse Energy eyes golden opportunity
Share
12:09 14 Nov 2016

[yawn1] 14/11/2016 14:19

ANGS

MMs sucked a few in today

[dice1950] 14/11/2016 14:05

PHE
way cheap just out m8 PowerHouse Energy eyes golden opportunity
Share
12:09 14 Nov 2016

[larva] 14/11/2016 13:57

VCP crowing

[larva] 14/11/2016 13:57

OPG Power Ventures Plc

Next Phase; Growth and Income

OPG Power Ventures (OPG) reported full year results with adjusted EPS

in line with our forecasts. With capacity effectively trebled 2016 marked

the completion of the build out phase of the Group’s 750MW of thermal

power projects with a full ramp up at Gujarat to come this year.

Management has reiterated its intention to commence dividend

payments this calendar year whilst pressing on with its expansion into

renewable energy production. With operating cash flow forecast to

ramp up to £75m+ this year and the quick build out schedules of the

new solar projects we believe OPG is in a strong position to deliver

attractive levels of earnings growth and income. BUY.

 Landmark year. The completion of the 750MW programme is the culmination of an

8-year journey where thermal capacity has been increased by 414MW at the OPG

site in Chennai and 300MW at Gujarat. Management is striking a balanced tone

looking to maximise cash flow from existing assets whilst remaining opportunistic

with regards to acquisitions and further renewable energy projects.

 Underlying earnings in line. The Group’s results were broadly in line with forecasts

with EBITDA £50.7m (vs our forecast £50.4m), up 52%. There is a deferred tax

charge relating to the difference between Indian GAAP and IFRS treatment of

depreciation; however, when using the current year tax charge adjusted EPS was

slightly ahead at 7.1p (vs our forecast 7.0p), up 29%.

 Outlook highly positive. The Group continues to ramp its facility in Gujarat with an

average Group PLF 72% in Q1/17; this resulted in revenue of £57m puts the Group

well on track to exceed £200m on an annualised basis. Longer term contracts –

even before the 25 year solar power purchase agreement comes in - provide

increasing levels of revenue and earnings visibility, supporting the commitment to

pay out 15% of net earnings by way of dividends whilst retaining the long term

growth strategy of the business.

 Attractive valuation. OPG is now a substantial business with attractive margins and

growing cash flow. Our forecast 12% earnings growth is underpinned by the ramp

up of Gujarat, with additional 16% in 2018E from new solar projects; a dividend

yield of 2.1% and a multitude of further organic and acquisitive growth

opportunities, we believe the stock to be highly attractive. BUY.

[dice1950] 14/11/2016 12:46

PMO

EDR cheeky takeover took a 17%

[azalea] 14/11/2016 12:38

When OPG reported its 2015 Interim results on 1/12/2015, its share price was 86p. In that report it stated that the second 150MW plant at Gujarat, would commence operation in January 2016. Given that this plant has been ramping up its capacity ever since, the current share price of 63/64p,simply does not reflect by any stretch of the imagination how cheap the share price is. Results this December will include the payment of a maiden dividend in the same month. DYOR