Powerhouse Energy Share Discussion Threads

[regandharry5] 18/12/2017 07:47

Hear weeeee goooooo

[superg1] 17/12/2017 11:36

Fair point I shouldn't be concerned about others.

[tenapen] 15/12/2017 15:41

No enough enformation ! so why do you keep coming back to trash the tread ? not just you but superg1, but all of your wee gang !.

[superg1] 15/12/2017 14:43

Cmackay

No problem.

Imo the company needs to simply be a bit more transparent on the trials in Aus and since.

Keith lost the trust of just about all in the Pyromex debacle. Months saying how great and fantastic it was right up until the point they said it was complete failure.

He is the boss and when you are the boss it's your fault as you have to keep an eye on everything. If you don't and it goes wrong it's down to poor management.

Now apparently this time everything is wonderful but they won't give out the details.

Easy answer and it's a common investor moan. Simply release the details of the trials, run times, amount of tyre crumb processed to achieve the hydrogen rates and so on.

Then if lengthy test runs have been done (weeks/months) independently, release that data.

Any company wanting to get involved will want to see that it's had lengthy trials to prove it works under industrial conditions, not random odd bits here and there with no detail in sterile conditions.

There simply isn't enough info available for DD to be performed.

[stephen2010] 14/12/2017 22:22

ALBA currently trading at 0.39p target price 6p making a nice 15 bagger. Please read the following:

MARKET CAP PUZZLE
❖ Alba (market cap £8.4m) is in a resources neighbourhood populated with listed
companies with much enhanced market capitalisations, such as UKOG.L (£134m) and
JAY.L (£172m). With either shared project interests or adjacent tenements to these
companies, Alba should trade at a much higher valuation than its current token value.
Like Bluejay, Alba owns 100% of its ilmenite project. Direct comparisons with UKOG
are also instructive. While both companies own other projects, UKOG’s 49.9% of Horse
Hill Developments Limited (HHDL), when compared to Alba’s 18.1% means that Alba
has approximately one third of the value of Horse Hill compared to UKOG but only
about 7% of the market capitalisation. Once the market recognises these disparities,
the room for growth in Alba’s share price is undeniable.

VALUATION RATIONALE - Our valuation in this First Equity Limited initiation note
uses a risked valuation approach for Alba’s two main projects, at Horse Hill and TBS. The
Horse Hill licences are valued using independent published technical data from
Schlumberger, Xodus and Nutech on the oil potential of the licences, along with our own
assumptions on recovery rates, oil discovery value, resource and development risks
factors. From this a risked value of $127m net to Alba on a ‘Base Case’ basis is derived
for Horse Hill.

Given the similar geology and economic potential of both TBS and Dundas, we have
adopted a risked closeology valuation approach, by computing an NPV for Dundas of
$223m and then applying a three-tiered risked probability calculation to arrive at a value
of $54.7m for TBS. Once Alba announce its JORC resource and exploration target at TBS
and Bluejay its Feasibility Study results, this number is likely to be revised upwards very
rapidly, possibly up to $200m, representing up to 7p per share in additional shareholder
value.

We compute a valuation of $185m (£139m) for Alba, equating to 6.0p per share, of which
4.1p is attributed to the stake in Horse Hill, 1.8p for TBS. Given this analysis and wealth
of valuation catalysts anticipated across the project portfolio in the coming months, we
recommend the shares as a ‘BUY, with a Target Price of 6.0p, representing a potential
15 times plus uplift from the current share price.

[cmackay] 14/12/2017 20:36

Thank you superg1

[the stigologist] 14/12/2017 11:48

down it goes 0p seems right price

[superg1] 14/12/2017 11:39

cmackay

It seems from posts the larger units will be about £5 mill each perhaps someone can confirm but they don't have that money, so yes funds from somewhere needed.

Personally like many others I'm waiting to hear details of extensive tests on the first unit that amount to an industrial type scale of use as all tech prior has failed.

PHE have not given a single detail publicly about how much has been fed into the units per hour/day and for what length of time it has continuously run for.

They have also been massively out on time scales in the past as in the 30 day timeline that turned into something like 18 months. So take any time forecast with a pinch of salt. They need absolute proof and delivery to build any sort of confidence. Failure followed exactly the same type of ultra hype by the team previously. So you have a lot of "once bitten" PHE investors about.

[tenapen] 14/12/2017 06:42

"redesign"


Who says ? please expand why you say this.

[cmackay] 14/12/2017 01:05

Do they have the funds in place for that? Or will we see financing take place?

[deccer1] 13/12/2017 07:47

No profit in 2017.

[deccer1] 13/12/2017 07:46

more time needed.

[vatnabrekk] 12/12/2017 22:17

super: I'm only going by what KA said in his last interview with Proactive, that he expects to have the first commercial 21tpd G3 unit operational in 2018.
[...]
(at 2m:50s).

[supernumerary] 12/12/2017 20:15

Some background reading:



Reinforces the lesson they're learning over at VLS - it's a business that benefits from scale. Also helps if you have a working process, but obviously that's a mere detail for PHE.

vatna - you expect a commercial system running by the end of 2018? When you say 'commercial' what do you mean - of that scale running tests, or of that scale producing and selling hydrogen/syngas/whatever ie genuinely commercial?

stig - good to know that in this imperfect world there's still someone we can all look up to :) Is your perfection ISO certified? I've been told it doesn't count for much if not :(

[onedayrodders] 12/12/2017 11:22

not that you would ever do that .. right ?

[the stigologist] 12/12/2017 11:05

warwick the spineless creep hiding as usual whilst selling in the background no doubt

[vatnabrekk] 12/12/2017 10:46

KA said that he anticipates signing up for the site for the first commercial G3 unit before Christmas, so I'm hoping that we're going to hear about that next week.

[stuj1970] 12/12/2017 09:39

I think there will be updates and Company news imminent just get a feeling about this and hopeful it of course is good for all..We shall see this week I think... (guess) ?SJ

[vatnabrekk] 11/12/2017 13:17

Deccer1, we all know that PHE will not make profit in 2017 nor in 2018. The first commercial unit won't be operational until towards the end of 2018, and that's not news, so your statement is hardly a great revelation. If you are trying to discredit the company you will have to try harder.

[john henry] 11/12/2017 11:39

deccer1, P Warrick made a monumentous error in judgement when he had managed to sell a decent chunk in PHE and bought 1 Million shares in VRS.Then sold VRS and ploughed it back into PHE.
Never ever have your eggs in one basket. Hes basically stuck in this company.