Helius Eng Share Discussion Threads

[julcester] 17/4/2011 12:19

At present, large-scale biomass with CHP is set to drop from 2 Rocs per megawatt-hour to 1.5 Rocs in 2013.

So Hegy will probably get 1.5 ROCs for their electricity. The cost of a ROC at the moment is about £50. So at those prices, HEGY would get £37.50 an hour for their 50%.

[de369357114] 15/4/2011 18:06

thanks giant steps - i already own lots of alkane and have been topping up recently - agree very overlooked - i think there has to be value in hegy as well - liked the annuity they had locked in from the stalligborough site, but struggling to see where the value is in paying £60m for 7MW - 2ROCs per MW could be positive - will continue to cogitate!

[julcester] 15/4/2011 16:45

yes, CHP is eligible for 2 ROCS per MW i think.

thanks for the heads up on ALK, will take a look.

[giant steps] 15/4/2011 15:54

de, by comparison Alkane Energy (ALK) is already at 36.5MW and
has plans for additional 4-6MW in 2011. Their market valuation
is about £20m, profitable, expanding, unloved, overlooked ,,,,
(minimal debt)

etc.

[de369357114] 15/4/2011 13:33

what price did rabobank pay for 44.7% of the equity? what worries me is that £60m construction cost for c.7MW of generating capacity seems very high - the number always mentioned in terms of value for 1MW of wind farm capacity is c£2m. is chp technology eligible for RoCs etc?

[asparks] 15/4/2011 13:16

I dont understand why peeps are selling

[rhubarbe] 15/4/2011 12:22

Nice, yes, thanks for the tip. I can see the potential here and will do some more research..

[reesyheli] 15/4/2011 11:52

Morning Julc

Thanks for the heads up, reckon we might be thinking along the same lines.

[spaceparallax] 15/4/2011 11:49

Thanks for that.

[pilot48] 15/4/2011 11:07

Just spotted this regarding yesterday's news -

[spaceparallax] 15/4/2011 10:44

don't leave it too long, the sp's likely to turn pretty soon.

[julcester] 15/4/2011 09:26

it is annoying, but I don't mind too much. I want to buy 100k of these little blighters, but just need a bit of time :)

[asparks] 15/4/2011 08:44

I cant understand why the share price is languishing so much

[pilot48] 14/4/2011 16:48

I remember Northland Securities saying a few weeks back that construction in Q2 2011 would be "revaluation event". It was in a Proactiveinvestors article a little while ago.

It'll be interesting to see if Helius get the go ahead in Southampton as well.

[spaceparallax] 14/4/2011 13:48

I'll be interested to see what analysts say.

[adam] 14/4/2011 13:08

what value do you put on the distillery project? What about the carbon credits?

[spaceparallax] 14/4/2011 10:54

Indeed. Really good news that should see the share price rapidly back into the 20s and towards 30p.

[julcester] 14/4/2011 10:37

Great news today. Securing financing means that the project has leapt up in the valuation stakes.

[spaceparallax] 01/4/2011 14:01

Quite some volume now - 1.5% traded so far.

[spaceparallax] 01/4/2011 12:45

Our steady trickle of buying continues.

[asparks] 01/4/2011 09:16

the climb continues

[asparks] 31/3/2011 16:28

eggbird - you still here?

[asparks] 28/3/2011 11:58

and so do your posts!

[spaceparallax] 28/3/2011 11:47

The climb continues.