Plutus Powergen Share Discussion Threads

[marvin9] 02/2/2018 16:45

Afternoon monty; nice to see your being civil for once rather than slagging me off.

Not strictly true; as said the company are operating at a snails pace not making much progress year by year. Its all jam tomorrow no matter what any ramper states.

What are your thoughts on the last auctions? You lot was ramping like mad saying the share price would climb mega, not so.

So why not? yet again did the share price crash from 2.6p. Please don't say profit taking. Well actually yes you can. Mr pumper dumper got burned so bad I hope its critical!

[maybesum] 02/2/2018 12:35

Not 'economically viable'... I'll have a whammy burger. Sheila and Rick......

[1savvyinvestor] 02/2/2018 12:01

Yes I saw that on twitter . At first I thought it said "egg powered plant "!

[codydotcom] 02/2/2018 11:38

The owners of Eggborough Power Plant, the 2GW coal-firing plant in Yorkshire, have confirmed that it is to close after failing to land a Capacity Market contract in the T-1 auction. The company said the plant would no longer be economically viable in the absence of a contract

[phantomf4m] 02/2/2018 11:26

Starting to see some buyers coming back in at this level. There is a huge volume traded since December suggesting there is more than just a few PIs selling out. PPG twitter messages appear quite upbeat.

[marvelman] 02/2/2018 10:46

Not in at the moment Irenard but this share price looks compelling. Agree with sentiment and analysis on this thread but unfortunately there are those who will not have a great attention span which is certainly needed for PPG...regards

[1renard] 02/2/2018 10:40

not quite sure I get you marvelman!! Anyway I see recent re-iterating of the value of CM contracts as very positive. Short term contracts won for 2018 - 19 worth around £120K for each site. Then 3 sites with £360K CM for 15 years from 2019, 3 more sites with CM worth £450K per year from 2020. Then hopefully some more 15 year contracts awarded in a couple of weeks. Massive underpinning of the company going forward.

[marvelman] 02/2/2018 10:22

Then surely you must be able to seperate irony from invective 1renard.

[1renard] 02/2/2018 10:10

surely you should have posted that on the other thread. This thread seems to consist mainly of intelligent analysis.

[maybesum] 02/2/2018 09:45

What has caused the drop? Anybody would think there's a placing coming.

[montynj] 02/2/2018 09:45

Cody and savvy1, thanks for all your input recently

[montynj] 02/2/2018 09:42

As one poster said yesterday, for example, vrs halved from 26p to 13p and now over £1. I remember in the early days of ASOS it's share price went from 60p to 15p. Sometimes share prices will initially negatively correlate with the underlying fundamentals till the market wakes up or earnings start to appear...That's fact..I've seen it time and time again...the problem u have is u are wrongly just focussing on share price.

[marvin9] 02/2/2018 09:36

monty are you for real?

credibility lol. the value of the hard work of the CEO and the managers are all in the share price.. The market judges their performance not me.

Remind me how is the share price holding up since the dizzy heights of 2.6p? And why has it crashed and burned if all is fine and dandy?

Its nearly lost 1p in value with 2 weeks?

[1savvyinvestor] 02/2/2018 09:35

I just think slightly cautious re Marchwood and Selby. If you have the CM you must be up and running. I suppose they didn't take that risk. The T-4 auctions for 15 year contracts are the ones they will go for. Last years auctions gave them three sites with income of £450K per site. Previous T-4 was £360K. Any feel for where this auction will go?

[montynj] 02/2/2018 09:33

And also my post 5031 on other thread. Use your head and think logically. U are losing all credibility...seriously

[montynj] 02/2/2018 09:31

U don't read posts ....see my post 1429 briefly explaining why it's pointless BOD promoting co right now

[marvin9] 02/2/2018 09:27

I have never witnessed in my life investors supporting the appalling performance of the CEO and managers when the share price is performing pee poor!

At this rate it will be back to 1p within weeks.

[codydotcom] 02/2/2018 09:25

I don't have a great deal of time this morning to look, but at first glance...

The Rockpool sites
Existing - 6 sites - Crumlin, Plymouth, Ipswich A & 2(?), Stowmarket A & B all successful
New build - Selby Plot 15, and Marchwood A & B were not entered into the auction, although they did pre-qualify

The gas sites
Letchworth A & B did not pre-qualify, so were not entered into the auction


No huge surprises there. Only question really, is why not enter the 3 remaining Rockpool sites into the auction, if you are confident they will be built this year? My guess is that they would want a 15-year agreement in the upcoming T-4 before committing to build them, which is fair enough imo.

[marvin9] 02/2/2018 09:25

monty, don't be silly, why will they not promote the company, lol

Is it a freemason stock, all sneaky beaky stuff?

Rubbish they need to get value to the share price, hence its crashing again today.

Appalling service to us share holders; anyone would think the company is going bust with the action of the share price.

[1renard] 02/2/2018 09:14

Given the sums they have already raised to get the Rockpool sites up and built the value they are creating here is enormous. When it feeds through to the share price is anyones guess.

[pbanus] 02/2/2018 09:10

Something from the PPG Twitter Account for the halfwits selling the shares, "Worth reminding our investors that our 15 year capacity mechanism contracts start in 2019 with £360K per site annually and then 3 more with £450k per year from 2020"

[meganxmas] 01/2/2018 22:26

And for those looking for director purchases ... Last year they put loans in of circa 250k for bid deposits. They are clearly looking for long term equity returns which should benefit all. one of these shares to tuck away based on the foreseeable and stated strategy. Should come substantially good at some point.

[1savvyinvestor] 01/2/2018 22:14

Most AIM shares seem to fall about 10% after results. There were a few posters who were expecting an uplift in revenues and profits. Anyone who has been following the company closely knew this would not happen in he interims but some have sold off. Very irritating when you know what a fantastic job the director are doing on the ground. Surely we will start to see some buyers soon!!

[pbanus] 01/2/2018 21:58

Worth also remembering that PPG has 45% ownership of each of the 6 completed sites generating electricity. Perhaps a valuation of £4.45m per site, making a current value of £26.7m rising to £40.05m when all 9 sites are producing. So the shares look very cheap even on a Price to Book Value view without even pricing in the gas sites.

[montynj] 01/2/2018 21:37

And I've explained why it's not the right time for the directors to promote. So back in your hole