Polyfuel Share Discussion Threads

[asparks] 01/2/2007 10:02

don - maybe the new Intel chap is getting them?

[don muang] 01/2/2007 10:00

presume MM's have someone that'll eventually take all sellers stock .....
2007 should be the year for PYF ... if it could peak at about 110 during last year then who knows, if the technology is as good as it seems, what the share price will reach when it all comes a bit closer to commercialization...

[asparks] 31/1/2007 17:08

massive vol of sells tday - but no drop in share price Any ideas whats going on?

[don muang] 30/1/2007 12:52

perhaps a wad of share options for him will soon be announced .... if so, will be interesting to see the exercise price .....

[morgs] 30/1/2007 12:38

Ah the man responsible for that irritating dah,dah,da,da when ever something has an Intel inside. Excellent news as that is a very strong brand considering it is only a component in other companies machines!

That suggests to me that there is some serious marketing budget in the wings to lure him over.

[don muang] 30/1/2007 09:53

don't have targets as such as the market is dynamically changing continuously .... I just monitor the present situation to see if in my system it's a buy / hold / sell. however, on purely guesswork basis then if all goes to plan we could see a 100p again towards the end of the year ....

[asparks] 30/1/2007 09:36

don - I agree that's positive

whats your target for this in 07?

[don muang] 30/1/2007 07:08

and today we have (what I'd take as a) positive RNS:

RNS Number:2982Q PolyFuel Inc. 30 January 2007 Intel VP Joins PolyFuel Board

"Mr. MacDonald .... currently holds the position of Vice President and General Manager for Global Marketing and Branding where he is responsible for an annual budget in excess of $1 billion."

next, it'd be 'nice' to have a RNS on technical advances ....

[don muang] 29/1/2007 12:22

so, it'll be 23 April when PYF announces its Preliminary Results for
the year ended 31 December 2006 .... let'ssee if we got one or two 'good' RNS's before then ....

[m.t.glass] 27/1/2007 00:41

Part of an email I get from BBC2tv Working Lunch team says:
"..We're still keen to hear from anyone who has invested in a green technology company listed on AIM..."
To get in touch, please click here...


Anyone want to put forward Polyfuel?

[asparks] 26/1/2007 17:33

think this vol will push the price up again next week

[asparks] 26/1/2007 13:39

david - I sold too early as well (43p) but have bought again several times since. Not too late to get on board

[david77] 26/1/2007 13:37

and I sold CFU @ 30p :-(

[asparks] 26/1/2007 12:05

another green share worth a look:

80p bid rumour for Ceramic Fuel Cells (CFU)
see

CFU currently at 52p !

[asparks] 26/1/2007 11:35

union can we have a vol chart in the header pls?

[don muang] 26/1/2007 11:35

someone's optimistic .... (197k shares @49p at 11.32hrs)

[don muang] 25/1/2007 10:00

yes ... still here .... afraid I don't usually estimate SP's as the market is dynamic and perceptions are always changing etc. However, it's safe to say I think it'll be heading northwards sometime this year (otherwise I wouldn't remain holding)...

[asparks] 25/1/2007 09:56

anyone still here?
any guesses for where share price is heading in short to med term?

[asparks] 10/1/2007 13:39

hopefully this will result in a rise in renewable stocks such as PYF:



The European Commission has unveiled a new energy strategy, calling on member states to cut emissions of greenhouse gases by at least 20% by 2020.

EC President Jose Manuel Barroso said there must be a common European response to climate change.

New policies were needed to face a new reality - to make European's energy supplies more secure, he said.

The urgency of the change was stressed by Russia's oil row with Belarus which hit EU states Germany and Poland.

The EU's civil service wants more investment in renewable energy, arguing that the old fuels have a political as well as clear environmental cost.

[morgs] 04/1/2007 11:50

They could have been really lucky and someone let them go short and they are buying back to square up.

[don muang] 04/1/2007 10:11

someone seems wildly over-optimistc (at least very short term wise) - own up who has broken in to their piggy bank and bought £7 worth of warrants this morning?

[don muang] 04/1/2007 08:13

asparks .... a suggestion .... instead of cutting and pasting the same 'general' article across lots and lots of advfn threads, then why not post it just once on a relevant thread e.g. the Atl-Ennergy thread ( ALTE )started previously by energyi. Would think it's more likely to get actually read by any interested parties then - as opposed to people just 'noticing' it and then not reading it as assuming it's the usual cr@p ramps associated with muliple cut / paste posts.

[asparks] 03/1/2007 10:09

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.