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PYF Polyfuel Regs

3.50
0.00 (0.00%)
26 Apr 2024 - Closed
Delayed by 15 minutes
Polyfuel Investors - PYF

Polyfuel Investors - PYF

Share Name Share Symbol Market Stock Type
Polyfuel Regs PYF London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 3.50 01:00:00
Open Price Low Price High Price Close Price Previous Close
3.50 3.50
more quote information »

Top Investor Posts

Top Posts
Posted at 28/5/2009 19:43 by supernumerary
union - thanks. Now let's hope the company follows suit. It would be good if they could update their five-step plan to commercialisation which has clearly been overtaken by events. It's a real concern to investors that the US grants are to move the membrane towards production, and yet are granted over a period of 3 years. The timescales really do need to be clarified.
Posted at 28/5/2009 15:52 by supernumerary
On the subject of updating headers, I see that the 'Investor Relations' page of the pyf website contains the following useful message:

'Based on input from its customers, many of whom are world-leading consumer electronics companies, PolyFuel expects that test market and early commercial and niche market product launches of products incorporating PolyFuel's breakthrough membrane will occur in 2006 and 2007. Full commercial launches are expected in 2007 and 2008.'

Could there be anything more designed to put investors off? Time I think for a thorough site refresh!
Posted at 07/5/2009 15:59 by asparks
am I the only investor here?
Posted at 06/5/2009 13:34 by callumross
Ross, I think that is because the funding issue is paramount in the minds of investors, even ahead of technical progress at the moment. If andd when that is satisfactorily resolved we could see this rise strongly, as has happened recently to lots of other small caps when funding has been resolved. They say they are "agressively" pursuing funding options, whatever that means!
Posted at 03/7/2008 07:26 by jonwig
Doesn't Viaspace ring a bell?
They sent out a leaflet to thousands of UK investors in late 2005 (actually they deny that they sent it out or gave permission to send it).
I even started a thread here to try to get to the bottom of it all:
Posted at 07/3/2008 19:30 by writz
Don Muang - thanks for your response. Asking "local" investors for a view is part of my dyor. Sometimes one gets more helpful insights that way than by trawling through news releases which may be contradictory or just plain not just very informative. In the end one does both, but I'm at a very early stage with this stock, and I guess I'm trying to get an overview of whether, in Buffett's terms, I'd be paying 100m or 900m. The market is solid and very large. The chart says PYF is cheap. But it also says that investors have been losing faith in PYF for two years, which contrasts with what seems, on the face of things, a rather compelling story. I bought into another compelling story last year - GGP - and that has suffered a similar, though less drastic, decline, really for no other reason than a long lead time on production. Patience of Buffett's kind is a rare commodity on the stock market!
Posted at 07/3/2008 19:23 by jonwig
WRITZ - I agree with Don ... and clearly the PYF 'story' hasn't convinced investors, and the state of the market over the past 8 months or so hasn't been kind to small-caps anyway, let alone the blue sky stuff.

PYF themselves think they are the industry leader in small-scale portable applications, and their list of clients (potential commercial customers) is impressive, so they might have a point.

It could be that interest in fuel cell tech will revive now that power densities are matching those of Li-ion batteries and the run-time gap seems to be closing.

Look out for commercial launch of fuel-cell-powered laptops, say, from 2009 - I'd be surprised if PYF wasn't involved, either through its membrane technology, or its own system designs. As for cash raising ... that's something you need to take into account, since nearer to commercialisation means more cash eaten up.
Posted at 28/2/2008 12:42 by argyle underclap
very bullish statement at the end by CEO. nice.

but we found out in that update why the share price has been drifting for soooo many long months,

i.e the expteced trials etc by third parties did not take place. which is disapointing. obviusly some investors got wind of it and have been selling out. shame we (the many) had to wait for the update to tell us.

still watching closely as i really think this co could go far.
Posted at 26/11/2007 19:47 by don muang
>asparks
>poss more to come tomorrow

Well, I'm an investor - not a day trader - so we whave different criteria....
as I already said 'I think by this time next year PYF will somewhat have outperformed ITM'. Therefore I suggest you come back to this thread in about a years time if you can't see the larger picture....
After making 4x initial investment with PYF warrants last year, then I'm quite happy to have put some money back in to the common stock after the fall back in share price .. ...
Posted at 03/1/2007 10:09 by asparks
Financial Times article
> Renewable energy begins to pick up speed as an investment
> By Fiona Harvey and Kate Burgess
>
> Worrying about the environment is not the prerogative of a fringe of
> ageing hippies it once was. It has become one of the hot topics of the
> capital markets.
> More than $70bn (£36bn) of new money was invested globally in clean or
> renewable energy or clean technology last year, says Michael Liebreich
> at New Energy Finance, a specialist research firm. That was a 43 per
> cent increase on the year before, he says.
> He reckons there are more than 1,246 private equity funds targeting
> environmental projects: "All the biggest private equity houses are
> looking at this space."
> The latest to launch a fund was Hg Capital, which reported last week
> it had raised EUR330m (£222m) for a fund investing in renewable power
> in Europe.
> Conventional asset managers and hedge fund managers are joining the
> fray. According to the UK Social Investment Forum more than EUR780bn
> had been invested in socially responsible investments and funds and
> the bulk of SRI funds use environmental criteria to pick stocks.
> Standard Life Investments and Merrill Lynch Investment Managers have
> both highlighted the environment as an important investment theme for
> 2007 as environmental issues become more integrated into mainstream
> asset management and corporate behaviour.
> "Investors are seeing potential for profits, from the trading of
> pollution permits to investing in new technologies and approaches
> designed to cope with increasing scarcity of resources such as oil and
> water," says Standard Life.
> As the investment case for renewable energy strengthens, more
> companies are being drawn to list on the public markets.
> So far 50 companies focused on renewable energy have floated on Aim
> and more are expected in the next year or so.
> Wind power and ethanol turned out to be the best bets for investors
> last year in the burgeoning market for renewable energy.
> The highest performing renewable energy stock on Aim, by a large
> margin, was Clipper Windpower, the developer of wind farms in the US.
> Clipper, whose chairman is the former Conservative minister Lord
> Moynihan, more than doubled in value during the year, continuing the
> strong performance since the company listed in September 2005.
> Shares in Clipper jumped more than 75 per cent in July when the
> company announced a deal with BP to develop jointly five wind farms in
> the US.
> Wind is the most mature of all renewable energy technologies and
> companies with good wind sites can make substantial profits as
> electricity prices have remained high.
> Turbine design has advanced to allow much more power to be generated
> than was possible in the past, up to 3MW or even 5MW in the case of
> the biggest models. In addition, most developed country governments,
> including the UK and the US, offer a subsidy for wind power
> generation.
> The mixture of government support, high energy prices, carbon trading
> and concerns about the security of energy supplies have all combined
> in the past two years to make renewable energy an attractive sector.
> High energy prices have changed the economics of renewable energy, as
> has carbon trading, initiated by the European Union in January 2005,
> which puts an extra cost on fossil-fuel power generation, making
> renewable energy more economical.
> More than £500m of wind turbines were commissioned in the UK in 2006,
> according to the British Wind Energy Association.
> But investors ought to be wary of the potential problems associated
> with wind power.
> Shane Woodroffe, director of renewable energy at Fortis Bank, notes
> there are estimated to be more wind farms in planning in the UK, or
> about 2GW to 4GW of generating capacity, than there are wind farms
> already operating.
> That reflects the difficulty of gaining planning permission from local
> authorities. Companies must also get permission for any additional
> networks of large pylons that must be set up to connect remote wind
> farms to the electricity grid.
> Many of the UK's windiest sites, and those where planning permission
> is relatively easy to obtain, have been taken.
> Potentially more damaging to investors is that the Department of Trade
> and Industry is to review its subsidy regime in 2007 and may reduce
> the money available for onshore wind farms.
> The Carbon Trust, one of the government's chief advisers, has called
> for other less mature technologies, such as offshore wind farms and
> tidal and wave energy, to be favoured in future.
> Complicating matters further is a global shortage of wind turbines,
> caused by greatly increased global demand and high steel prices.
> David Fitzsimmons, chief executive of Novera Energy, one of the UK's
> biggest pure play renewable companies, says he expects consolidation
> to take place this year. "We're taking this forward from being a
> cottage industry," he says. "I think the interest will be in
> [companies with] existing assets rather than developing new assets."
> Ethanol companies such as Renova Energy and GTL Resources also fared
> well in 2006. They are cashing in on the ethanol boom in the US.
> However, there are potential dangers for these companies too. The crux
> of their business model is to exploit the lower price of ethanol
> compared with petrol.
> Yet those economics are changing as a bad grain harvest in many places
> has pushed up the price of their raw materials, while the oil price
> has come off its recent highs.
> Investors putting their faith in other biofuels will have seen mixed
> results. D1 Oils, a company founded and chaired by entrepreneur Karl
> Watkin, plans to make biodiesel from the jatropha plant, which it
> believes it can grow in countries such as India.
> The company's shares have almost halved since April. It said this
> summer it was in early discussions about a buy-out but instead is
> raising nearly £50m by means of a share placing.
> In the meantime, a series of problems at its Teesside factory has
> beset the indebted Biofuels Corporation, which warned last month it
> would have to seek more funding next April in order to continue as a
> going concern.
> Emissions trading specialists have sprung up to take advantage of the
> new markets in carbon dioxide brought into being by the Kyoto protocol
> and the European Union's greenhouse gas emissions trading scheme.
> These have also experienced divergent fortunes. Climate Exchange was
> one of the best performers of "clean energy" companies on Aim, but
> Trading Emissions lost value during the year. Yet the UK is likely to
> remain the centre for emissions trading for the foreseeable future,
> according to Paul Newman, London managing director at Icap Energy (see
> profile below).
> One of the renewable energy technologies to have received most hype in
> the past few years is the fuel cell. These devices, which generate
> electricity from hydrogen or ethanol, have been around for decades.
> However, the technology to make them has not yet been proven and it
> remains several years from widespread commercial application.
> In April this year, the fuel cell specialist ITM Power was one of the
> relative heavyweights among renewable energy companies because it had
> found a way to make it cheaper to produce some of the important
> components in hydrogen fuel cells.
> However, as it became clear this technology would take years to come
> to market, the company's value fell from £140m to £125m.
> Renewable energy in general is poised to receive more investment in
> 2007, according to Mr Woodroffe of Fortis. "I'd say this will be one
> of the big growth markets, definitely."
> Venture capitalists are also taking a keen interest. Mark Kerr, a
> director at 3i, which last month invested EUR30m in Electrawinds of
> Belgium, says: "The economics of renewable energy are more compelling
> than the economics of traditional power generation opportunities from
> a venture capital perspective, because traditional power is a mature
> industry but renewable has huge opportunities for growing companies."
> He said he also expectedto see consolidation in the renewable
> industry, whichis characterised by a large number of small companies
> and a few big energy companies that dabble in renewable energy.

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