Plutus Powergen Share Discussion Threads

[rhug1966] 22/2/2018 12:11

He said that there would 3-6 gas sites by end of 2019. Diesel sites will be sold in 2019 when Rockpool sell. Funding for Gas sites will be announced soon. I don't think PPG will re-rate until sites are on the bottom line.

[bishopawn] 22/2/2018 12:01

RNS 31/1/2018.

The Company continues to focus on increasing its pipeline and to this end a further six gas sites totalling 120MW are now in the planning process; it is envisaged that this figure will significantly increase during 2018. Plutus is also in advanced discussions regarding the purchase of further sites with existing planning permission that could be fast-tracked to commissioning. The majority of the gas sites in the current pipeline are expected to be constructed in 2018 and 2019.

[bishopawn] 22/2/2018 10:52

Early confidence is showing this morning in the return of buyers. I agree that a re-rate will be soon, once the Company is able to announce its signed and sealed plans, which I expect to be mega for the introduction into the business of gas-powered generation. These will be much more profitable than the diesel sites and with merchant sales rather than only standby switch-ons (which are okay for generating revenue, but necessarily sporadic and limited in the main to winter months). Merchants sales will be from more continuous periods of generating of electricity for the National Grid throughout the year/day, and not just at times of peak demand.

Understandably retail investors at this point do not have a clear grasp of this turning point, but when they are given a clearer picture of the way ahead, the current capitalisation of the company will need to be revised upwards by many multiples.

The company at its Interims has used the word 'pivotal' for 2018. I have taken advantage of the weakness in the share price in recent days, because I want to buy into that prediction before it happens.

Good luck to all a'bord the good ship Plutus.

[pbanus] 22/2/2018 10:34

Wondered if anyone went to either of the events where Charles Tatnall spoke or whether they were recorded? Would be good to hear what he outlined.

[1savvyinvestor] 20/2/2018 19:47

Probably because there is basically only one poster on this thread and he is like a broken record. Seems to have no interest in the company or any interesting comments to make about the business. . So , if you will excuse us all , we will all discuss matters pertaining to the business on the relevant thread

[marvin9] 20/2/2018 17:21

Why are certain nut cases answering to comments made on this thread, on another thread, lol.

Talk about childish

[1renard] 20/2/2018 16:58

Feeling more and more confident this will re-rate soon. But we need news on asset finance and the actual number of sites that will be built.

[marvin9] 20/2/2018 16:33

What you sold shares, wowwwwwwwwwwwwww, thought you would have waited a few more weeks when the share price hit the ramped 10p?

So how much did you lose on your investment?

Is the true fact the penny has finally dropped that this will not move for months probably years if ever, due to poor marketing .

Never mind

[1renard] 20/2/2018 16:19

thanks to monty for your admission. Was a bit surprised to see a 500K sell I must admit. Totally agree with post above. Presentations will not be bought the same day but will get more people watching the company.

[montynj] 20/2/2018 15:51

Now I know u talk utter rubbish cuz I sold 500000 today as I needed money for home bill. Nothing to do with the co. So back in your hole.

[marvin9] 20/2/2018 15:28

Hows the CEO doing boys in promoting the company?

I was accused of being a little hasty and assumed all who attended the presentation would be buying the following day.

Well its been a week and it seems the presentation had the reverse effect and all are selling?

[1savvyinvestor] 17/2/2018 19:45

Total misunderstanding about investor presentations . No sensible investor hears of a company from a presentation and buys shares the next day. The whole point is to alert people to a company . If people like what they hear they will follow, put on a watch list and possibly buy in if they like the story. Expecting a deluge of buys the day after a presentation is idiotic.

[marvin9] 17/2/2018 18:29

We will all be old and grey by then and all brain washed with your repetitive ramping whilst pumping and dumping goes on.

The share price don't lie ;)

How did the presentation go lol not very well looking at the share price.

zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz

[1renard] 17/2/2018 17:09

All grist to the mill for Plutus. We might be treading water right now but the future is bright. Strong Hold/ Buy

[1savvyinvestor] 17/2/2018 16:11

I'm going to be so happy when that idiotic sanctimonious grin is wiped from your imbecilic face as you realise you have misunderstood one of the best potential investments on AIM. Good luck buying in anything sizeable....not that you will ever buy as you will only realise what this company can be when it already is....which will be far too late.

[1savvyinvestor] 17/2/2018 15:43

Brad - there is really no point trying to reason with an imbecile

[brad44] 17/2/2018 10:53

suggest you send your cv in to them and get on it. if you are that good then you obviously will breeze it lad, and then we will all be quids in

[brad44] 17/2/2018 10:42

there was an article recently about the coal powered stations in the north being wound down, they have failed to secure power contracts. the huge sites that they occupy are reportedly going to be replaced by battery storage units

[iceboy] 16/2/2018 18:58

Thanks for that Savvy. I haven't researched battery storage but this article is bullish that it is economic for wind and solar generators. If true, it should be a profitable strategy for Plutus to include battery storage at its planned hybrid sites.

Given the last two stonkingly positive RNSs, I cannot understand the drop in the share price I am not worried and this reminds me of Warren Buffet's advice to buy when others are fearful.

I believe that PPG will be a Star performer on AIM over the next few years.

[marvin9] 16/2/2018 18:16

I'm sure the CEO is a fine hard working chap and knows Energy inside out; but his marketing skills are pee poor at best.

He needs to employ someone like me to sell and promote it.

I would take a pay cut and take £200,000 a year with bonuses and 364 days holiday a year, just like my new CEO boss ;)

[1savvyinvestor] 16/2/2018 18:16

From Energy Storage news;

UK cumulative battery storage capacity end-2022 is forecast at almost 50X the levels installed at end-2017.

Over 9,000MWh of battery energy storage could be deployed in Britain over the next five years as the sector enjoys a trend towards “explosive growth”, a market analyst has said.

Lauren Cook at Solar Media’s Market Research division spoke to Energy-Storage.News this week on the publication of 'UK Battery storage: Opportunities & Market Entry Strategies for 2018-2022', a new report.

Cook found that in just 12 months, the UK’s pipeline for new battery storage projects has grown by over 240%, with forecasted installations in 2018 set to rise more than 200% year-on-year. Opportunities are being created by a range of drivers including a national commitment to phase out coal, falling technology costs and more than 30GW of wind and solar capacity ripe for co-location with batteries.

According to Cook, this means the UK could quickly becoming a market of strategic focus for international players.

“The market is growing and it’s changing rapidly. There’s now projects completed on the ground. Once global companies start to see it’s not just a speculative market, it will make sense for them to think about how to enter the market and what the opportunities are for them.

“They will then need to know who is active in the market, who has these opportunities and who they will have to work with to take advantage of those opportunities.”

Going beyond the deployment figures, Solar Media Market Research also looked extensively at business models, another aspect of the industry analyst Cook said is changing fast. With an emphasis on projects earning long-term revenues, it is becoming commonplace to speak of a “revenue stack” – earning multiple revenues streams for providing a range of services. However, Cook said, there is no such thing as a “typical” stack in the market today.

“I’m not sure there’s any such thing as a typical stack because there are many factors involved, but if you look at the timeline from the EFR of 2016 you had those projects were successful, those projects then went on to apply for the Capacity Market (CM), T-1 and T-4 in early 2017,” Cook said.

“Some of those were successful, some of those weren’t. We then saw the FFR auctions happening throughout 2017. Those projects also participated in those auctions, new projects also came in.

“Then I think the most recent phase of the Capacity Market – so again, the T-1 and the T-4 - was just another opportunity to add to those stacks. So you might see projects with an EFR contract, they may also have a T-1, they may also look to get a T-4 in the future, because of the different lengths of contracts – you can simultaneously run some contracts but you may want to have consecutive CM contracts. So you might see T-1 as a way of filling the time between a project becoming operational and the T-4 contract beginning. It’s not just about stacking them in one moment – so having multiple sources at one point in time – it’s about stacking the revenue streams across the lifetime of the project and having long-term revenue.”

In megawatt-hours, battery energy storage capacities installed in the UK by the end of 2022 will be 50 times what they were as 2017 ended. The report also covers a predicted trend towards longer duration storage in future, comprehensive evaluations of leading players in the industry and analysis of stakeholders.

[brad44] 16/2/2018 18:01

lol ok but you do spend alot of time here for somebody who doesnt have time for the co?