Plutus Powergen Share Discussion Threads

[1savvyinvestor] 31/1/2018 16:03

I'm well up on my original investment and have been here a long time. This is all about being in the company before the price accelerates. we have had false dawns regarding the share price but the business is moving nicely in the right direction. Your hateful slurs about the directors and CEO are pathetic . They are building a business - the share price is not reflecting their hard work yet.

[marvin9] 31/1/2018 15:55

Why thankyou its about time you appreciated I was right and your always wrong in share price movements.

I don't ramp, you do, what I know I keep to myself, because I do not try to talk a share price up, so I can then sell. I say it as it is; PPG has potential but poor promotional skills and at best 1 out of 10.
Its obvious the company has great potential, but its a lazy stock due to managers not having a clue on how to promote it.

As said; you can come back in 6 months and we will still hear you lot ramping, saying the same things over and over again without fact; Its all historical, woulda coulda, shoulda stuff.

End of the day the proof is in the share price and it's not reached 3,6,8 10p as you rampers boast. BUT; Well on its way to 1.5p.

Looks like the pumper ramper dumper got burned lol.

Is that the true reason your mad? Just asking?

Have to say; you hang onto Cody, that guy knows his stuff, don't be childish and ban him because he don't ramp ;)

[codydotcom] 31/1/2018 15:44

That's the T-4, next week or week after. This T-1 was £6.75 last year IIRC

Yeah, currently at £30 but still 3.6GW surplus.

The thing with the T-1 is almost all of the assets will already exist. Therefore they will often be price takers, rather than price makers. That will have a dampening effect on prices.

[marvin9] 31/1/2018 15:33

I see SavyBishop is now back tracking over on the ramp only thread and making excuses for the share price crash.

He was boasting min 3p last week, I said 1.5p lol

Remind me, what is the share price?

What a comic lol.

[1savvyinvestor] 31/1/2018 15:30

So Cody . I think the price was £22.50 last year. Looks to be approaching that. I see Marvin still has nothing to add to the debate except the obvious observation that the price is down . Nearly all results days are down days on AIM!!

[marvin9] 31/1/2018 15:26

Hows it going boyzzzzzzzzzzzzzzzz?

3p yet?

Ground hog day yet again,lol

[codydotcom] 31/1/2018 12:54

you can watch it here:

but it's not exactly fast-moving

[codydotcom] 31/1/2018 12:53

re the auction. End of auction depends on the clearing price, which drops in £5 steps every few hours. It will finish either later today (would be good news as cleared price would be higher) or tomorrow (not so good)

[codydotcom] 31/1/2018 12:51

the £150k management fee is straight to Plutus, an expense for Attune.

I think that's what i said. It's what i was trying to say. Attune will make that payment as an operating expense, and the remaining profit will be split.

[maybesum] 31/1/2018 12:48

The directors of this company are shrewd and industry savvy.....all aspects would have been carefully considered before entering the CM auction for gas sites. Their track record to date of delivering points to further success in the auction.

[1savvyinvestor] 31/1/2018 12:41

and no - the £150k management fee is straight to Plutus, an expense for Attune.

[1savvyinvestor] 31/1/2018 12:40

thanks for keeping us up to date with auction. When will it be over?

[codydotcom] 31/1/2018 12:31

Yes Rhug. I think the 150k management fee would be paid (not sure whether included in EBITDA figure above), and the remaining profit split 55/45.

CM T-1 update. Now in round 8 of 15. Price has dropped to £40. Nearly 700MW dropped out in the last round. Excess margin now 3.9GW

[rhug1966] 31/1/2018 12:26

The profit from a SPV is a 55%/45% Rockpool/Attune split though isn't it?

[maybesum] 31/1/2018 10:41

As Cantor states in their price of 3.6p ...the company now has a meaningful operating portfolio and continues to grow the asset base. Buy is their advice...76% upswing from current level.

[1savvyinvestor] 31/1/2018 10:09

Winter 2016 - 17 income for Attune was £1,198,210. Gross profit was £904,352. EBITDA was £666,438. Triad was £976,800. I presume this winter will be the same for four companies. The last Ipswich site may have missed some Triad income. So historically TRIAD very important. My understanding is that they are confident that each site will earn around the same without TRIAD once new income seams are clarified. This winter for example they will also benefit from £130,000 from this winters 2017/18 T-1 auction which was at £6.95 per KW

[codydotcom] 31/1/2018 09:14

Day 2 of the T-1 CM Auction today

So far, the price has dropped from £75 to £50, and the excess capacity has dropped from 5700MW to 4700MW. Can't read too much into that. The price was never going to clear above £50. But there are no real signs that the outcome will be better than previous years.

[codydotcom] 31/1/2018 09:09

Not looked at the numbers yet. Sav - is that £1m profit at the SPV level?

of which about 900k would have been from Triad?

[1savvyinvestor] 31/1/2018 08:35

last year Attune made £1 million. Now there are 6. Maths quite simple!!

[maybesum] 31/1/2018 08:19

The 6 powerplants currently running must be making a tidy sum.

[1savvyinvestor] 31/1/2018 08:08

Interims pretty much as expected. Nice to see Cantor finally noticing they have a gem in their own stable. Like the emphasis on storage. Work obviously going on there to develop that side as well as gas. Retro fitting the Rockpool sites with battery seems the obvious way to start. AIM shares almost always get sold after results. Lets hope we can buck the trend!!

[brad44] 31/1/2018 08:00

well they better get a chivvy on, theres only 11 months left!!

[maybesum] 31/1/2018 07:59

Lots of irons in fires.,...makings of a very good 2018.

[nw99] 31/1/2018 07:31

2018 is expected to be a pivotal year in the development of Plutus with our move into gas powered, energy storage and hybrid generation sites.