Plutus Powergen Share Discussion Threads

[marvin9] 28/12/2017 15:09

28-Dec-17
11:21:27
2.30
200,000
Sell* 
2.30
2.35
4,600
O 

27-Dec-17
09:56:45
2.30
35,000
Sell* 
2.30
2.35
805.00
O 

27-Dec-17
09:32:22
2.30
100,000
Sell* 
2.30
2.40
2,300
O 


27-Dec-17
09:10:00
2.30
200,000
Sell* 
2.30
2.40
4,600
O 

21-Dec-17
14:03:27
2.38
300,000
 
0.00
0.00
7,140
O 

21-Dec-17
14:03:27
2.38
-350,000
 
0.00
0.00
-8,330
O 


21-Dec-17
16:14:30
2.30
100,000
Sell* 
2.30
2.40
2,300
O 


21-Dec-17
15:31:48
2.30
63,500
Sell* 
2.30
2.45
1,461
O 

21-Dec-17
14:45:05
2.3001
200,000
Sell* 
2.30
2.45
4,600
O 

21-Dec-17
14:42:13
2.366
100,000
Sell* 
2.30
2.45
2,366
O 


21-Dec-17
11:46:23
2.40
500,000
Sell* 
2.35
2.45
12.00k

[marvin9] 28/12/2017 15:05

200,000 sell again this morning from the mystery dumper psttttttttttttt!

shhhhhhhhhhhhhhhhhhhh! its SavvyBishop!

[1savvyinvestor] 28/12/2017 07:29

With the greatest of respect can we keep discussions to this thread. There have been some excellent postings here the last couple of weeks. Responding in any way at all to the childish ramblings of an idiot on the other thread only encourages him.

[nw99] 28/12/2017 05:45

Timing is everything in this game

[marvin9] 27/12/2017 21:52

Noooooooooooooo its gone from 2.9p to 1.5p then back to 2.5 on pump and dump by SavvyBishop

[nw99] 27/12/2017 20:12

No worries its gone from 1.5 to 2.5 so been a winning investment

[marvin9] 27/12/2017 18:32

Why don't you do a takeover?

Anyway I'm not involved in this stock anymore so gonna leave you to it.

[nw99] 27/12/2017 17:47

Still buying thanks

[marvin9] 27/12/2017 17:38

Good for you, now jog back to the darkside and continue with ramp only.

However take back this note: the truth is out their, you only need to revert back to last years made by SavvyBishop and his side Kick nw.

I guy who claims to buy mega amounts on a weekly basis lol.

Check out the charts and the same excuses for the same mega seller(SavvyBishop)
Same old pump and dump to earn an early xmas turkey from lemming gullible investors.

End of the day, the share price don't lie and shows the truth.

3p yet? ANOTHER JAM JAM STORY AND NEXT YEAR WILL BE THE SAME

[jackspratt] 27/12/2017 16:27

Marvin,Something about your posts remind me of Groundhog Day but I can't quite put my finger on it.If you have something relevant to say then crack on. All I can read from your posts though is repetitive diatribe thats boring and lacks any substance or relevance.I for one am comfortable with PPG's direction and outlook despite your nonsensical tirades.

[marvin9] 27/12/2017 15:47

Would you look at that, the mystery mythical mega dumper is back, dumping sizable stock on a daily basis lol,

Talk about ground hog day from last year or what.

Next we you will hear the same excuses as last year, look em up and see the same people making the same excuses for mega dumping when newby buyers show concern.

Very clever our SavvyBishop and his side show bob mate ;)

[marvin9] 27/12/2017 10:46

What flavour of jam will you get for 2018 lol

Jam tomorrow and SavvyBishop pulls off yet another year of pump and dump for 2017.

Well done that double postee!

[gspanner] 24/12/2017 08:13

Cody, interesting points.
Regarding margins these should continue to be healthy due to the farcical state of Hinckley C - note how this has all gone quiet. Likelihood of being built within any sensible budget or time frame non-existant.

[cossie] 22/12/2017 17:48

Great post Savvy. And just to reinforce one of the "big 6" courting PPG approached PPG directly. That speaks volumes imho.

Happy Christmas all!

[1savvyinvestor] 22/12/2017 17:33

Happy Christmas to all - enthusiasts, doubters, knowledgable, just curious. Glad Cossie pointed out the huge experience of Phil Stephens and Paul Lazaravic . What one has to remember is that every business starts somewhere. This one started quite simply due to Rockpool needing an EIS investible business. Plutus moved extremely rapidly and set up nine individual companies before EIS rules changed. Phil Stephens and Paul Lazaravic were brought on board because of their in depth knowledge of the industry and to run the businesses. Charles Tatnal and James Longley are money men and have an extraordinary ability to raise funds for businesses. Tatnal and Rockpool raised around £30 million for the diesel sites and then a similar sum for asset finance!. As anyone following the industry is aware it became apparent that the appetite for diesel back up was being squeezed by regulatory changes and a general turning of sentiment against diesel (unjustifiably in my opinion for power back up as this is almost certainly the cheapest way to provide back up power). So; it became apparent that the future is not in diesel. Now of course if we were a tech company we might have put all our energy into battery and been very hot but extremely unprofitable . Now remember - we are not leaders and have never pretended to be but we are flexible and have a very low cost base, and crucially a genius as CEO at raising funds without diluting shareholders.
So - Gas was obviously the next logical step and with growing financial muscle the board started to think bigger. Gas sites cost something like £10 million to build out but can run merchant sales year round and be much more profitable. So for much of 2017 the board have been trying to find the right mix of finance to take the business forward. We heard again in the RNS that the big six player is still in the picture for 20%. 60 % of each site will be asset finance (JCB?). 20% will be either equity or mezzanine. Each 20 mw company will, I believe, be an spv (special purpose vehicle).
The RNS stated that two sites already have planning permission and are being entered into capacity mechanism auctions in February. To me , at least, this clearly indicates that they have solved the financing issue. Indeed so confident are they that they are eyeing sites that already have planning and capacity mechanism as well as another 6 sites in planning!!
On top of all this they are looking at retro fitting battery to the diesel sites.
While I agree with Cody that they are not leading the industry they are very rapidly making themselves serious players and as they catch up maybe they could even overtake some more established players.
Negatively - I agree that there could be pressure on some payment mechanisms such as STOR and FFR but I have confidence in the nimbleness and adaptability of the team. Just look how quickly they managed to get over the TRIAD announcement in March....and that story may not be over!!
Just a footnote. I think we should all recognise that raising huge sums of money is not easy and takes time. To be able to pull it off requires a level of knowledge, patience, persistence and skill that I'm sure none of us posting on this bulletin board could even dream of achieving.
Happy new Year!

[codydotcom] 22/12/2017 15:45

Thanks Cossie. I must have read that before and totally forgotten. Apologies.

I'm still concerned whether they have what it takes to win in this market, but i can see they have some industry experience

[cossie] 22/12/2017 14:55

codydotcom22 Dec '17 - 14:25 - 4889 of 4889

"My concern here is whether these guys have what it takes to win in a very competitive market. To my knowledge, they don't have a background in the industry"

Phil Stephens CEO
Phil has held senior roles in the energy industry, including a power generator where he was responsible for the transition from a national generator to a premium low carbon energy supplier. As a partner in global consulting firms, he has worked with boards of energy utilities, leading practices and projects around the globe. He has since worked with organisations in strategy and commercial director roles, including value realisation for private equity. Most recently Phil was a director of a STOR business in the UK.

Paul Lazarevic COO
Paul was founder director and CEO of Fulcrum Power, a STOR business. He has a long track record in the energy industry previously being CEO of a grid balancing technology company. Prior to that he was head of corporate sales at RWEnpower, responsible for a £1.5bn operation. He spent 10 years at ExxonMobil where his experience varied from managing the design and construction of refinery power generation in the USA and Far East, to setting up a gas trading operation in the UK.

[codydotcom] 22/12/2017 14:25

I have thought about those things, yes. (!!!!)

My concern here is whether these guys have what it takes to win in a very competitive market. To my knowledge, they don't have a background in the industry. I think their initial move into diesel generators, while most of the market was financing gas sites, was a poor one. They have now seen the error of their ways, and are moving into gas.

The UK is becoming, and will continue to be, saturated with these small generators. This will likely lead to extremely competitive STOR and FFR markets, forcing down margins. Regulatory risk is significant, and news such as this hxxps://theenergyst.com/medium-combustion-plant-directive-takes-diesel-back-dsr/ can decimate expected returns overnight. Let's not mention Triad, which was such a cornerstone of the investment case a year ago.

While there has been some talk of battery storage from PPG, others are busy building their 50MW units out, now.

I keep an eye out here, looking for signs that this company is becoming a leader, but all i'm seeing is that they are followers. And in such a competitive market, that's not a great place to be.

Just my honest thoughts

Merry Christmas to all

[montynj] 22/12/2017 14:00

And yes to your previous question regarding positive statements needing to be backed up with reasoned arguments there I totally agree and I think the majority of people do do that

[montynj] 22/12/2017 13:53

I think a more than doubling of our current market cap based on the valuation of all Rockpool sites is very good value for shareholders...I think you are now being pedantic...of course, gas sites are better but they are also much more expensive to build. Think about that!!!! Maybe the company didn't have the financing available for these more expensive gas sites in the beginning...have u thought about that !!!! Who knows...frankly I don't really care how we get to the prize so long as we get there...lol....Merry Christmas

[codydotcom] 22/12/2017 12:32

from the RNS, Charles Tatnall said " In terms of financial scale and returns, one 20MW gas site is similar to 50MW of the Rockpool sites under development. Therefore, the two sites for which deposits have been posted are equivalent to 100MW. 60% of this is 60MW equivalent and therefore our carried interest would be the financial equivalent to 75% of our Rockpool interests, a huge increase in our asset base"

What he's actually saying here is; the Rockpool sites won't give very good financial return, so we're looking to do what the rest of the market has been doing for the past 3 years, and start to develop gas sites

[codydotcom] 22/12/2017 11:52

@montynj "Negative comments are fine if backed up with a reasoned analytical argument"

ok, i'll bear that in mind. If i'm being positive, do i also need a reasoned analytical argument?