Powerhouse Energy Share Discussion Threads

[top tips] 15/5/2018 19:02

Its an impressive deployment plan. If PHE could really become a "FTSE 100 company in 4 to 5 years" based just on activities in the UK as the CEO said last month, that suggests a market price of £4.25 billion and more if they succede elsewhere such as Europe, Australia and the Far East as planned. £4.25 billion gives a share price of 300p just for deployment in the UK.

[undertaker] 15/5/2018 13:02

Is this in the same tech as EQT?
I see both SP's have been hammered!

[coldspring] 15/5/2018 07:12

Agreed the idea and prototype are fantastic. They have to get it to work commercially if they do then sky's the limit. Definite LTH.

[tenapen] 15/5/2018 07:06

I would be sure that if this tech works, councils like London / new york etc would gladly pay PHE to have the system in thier city. A lot easier than boating the rubbish out of town to a landfill near you !.

Time will tell !.

[vatnabrekk] 14/5/2018 22:56

Wrong. the tax payer isn't being asked to fund anything. You are just twisting things on here.

[lagosboy] 14/5/2018 21:19

Oh I get it now, the good old British Taxpayer funds a project that the private sector will not touch with a bargepole and in the process provides a delicious return to KA and chums.

Somehow I don't think so.

[kirkuk] 14/5/2018 20:47

Local Authority (very good covenant) agrees to rent unit(s)from PHE/others.

Finance house /Bank agrees to finance building of units.

The rent pays the cost of finance plus profit.

Quite simple Lagosboy.

[englishlongbow] 14/5/2018 20:27

That's not quite what he said and they already have several lined up and ready to go.

[lagosboy] 14/5/2018 19:57

Ok , I see now, how silly of me, some unknown entity is going to buy Mousetraps and lease them back to Phe and in process assume all of the risks. Best of British.

[new tech] 14/5/2018 15:55

The first commercial unit and subsequent roll out will be via Special Purpose Vehicles (SPV's) in which PHE will have a share along with other partners, and that will pay PHE annual licensing fees (at least 20%) and be 'wholly non-dilutive to PHE shareholders.'



(Keith Allaun, Interview, 20/4/2018)

[kirkuk] 14/5/2018 15:50

Lease finance.

[lagosboy] 14/5/2018 15:37

Just one thing - where's the money coming from for all this good stuff ?

We are talking millions not a few hundred thousand ?

[kirkuk] 14/5/2018 15:32

The land owner and PHE can sign an agreed lease subject to receiving planning
permission and the form of the latter would have been agreed too before a
planning application had been made.

So once planning consent has been confirmed they can proceed.

[englishlongbow] 14/5/2018 14:54

At a market capitalisation of just £7.5m there is virtually nothing factored into the share price for the value about to be unlocked.

[vatnabrekk] 13/5/2018 14:59

The planning permission is not being pumped as a major event/achievement & share price driver, as you put it, certainly not by me anyway. The reason I mention it, and the reason I regard it as being important, is because the completion of the lease for the site (ie. the signing of the lease) cannot take place until the planning and permissions are in place, and neither can the "breaking ground" on the site take place. These are two very important events, both hinging on the planning permission. And if PHE are to meet their target of having the first commercial G3 unit operational by the end of this year, then it is rather important that there is no major delay in getting the planning permission.

That's why I mention it, and that's why I regard it as important. Not as an event to pump the share price as you so eloquently put it lagosboy, although the rise in the share price will come in due course, I have no doubt, without the need for any "pumping".

[englishlongbow] 13/5/2018 14:49

Planning permissions usually take 3 to 8 weeks for minor applications and up to 13 weeks for larger applications. All planning applications are subject to a mandatory 3 week (21 day) public consultaton before a decision can be issued. Decisions on minor applications can usually be issued quite quickly after the end of the consultation by planning officers under delegated powers. Larger applications have to go before a planning committee of councillors for a decision, which would normally meet every 4 weeks and would probably want to make a site visit first, taking a decision into the 6 to 12 week timeframe depending on when the application was submitted.

I would expect our planning application to run smoothly through the process, as it is a use compatible with the overall 'Protos' site on which it is proposed to be located and is non-polluting. The key issues as I see them would be handling vehicular movements and safe storage or use of hydrogen, but these are minor technical matters of a fairly standard nature (highways and safety) which any competent planning or engineering consultancy preparing the application would have sorted out through discussions with the local authority planners at the pre-application stage. Of course once they get the first one approved, subsequent approvals become even easier as they can point to a previous approval or approvals as precident.

N.B.
The Protos Park was established specifically to showcase new technologies particularly in the waste to energy sector.

"Protos has full outline consent and part detailed consent for energy production, as well as general manufacturing and distribution uses (B1, B2 & B8). Ongoing infrastructure works mean units can be delivered for occupation at an impressive rate." - Peel Environmental

[lagosboy] 13/5/2018 14:48

No, but its being pumped as a major event/achievement & share price driver when it should be formality, so already in the price.

[vatnabrekk] 13/5/2018 14:34

Nobody's suggesting that they can't get a PP. Are they??

[lagosboy] 13/5/2018 13:23

If you can't get a PP on a bespoke designated Efw site what chance of getting a PP anywhere else. It should be a given, or this is truly dead.

[vatnabrekk] 13/5/2018 12:46

In an interview on Proactive on 20th April, KA said he was anticipating completion of the engineering and permissions and planning in the next 45 days, which would take us to about the end of May or early June.

[tenapen] 13/5/2018 11:26

Take the plans with a pinch of salt IMO. PHE have missed tartgets year after year.

If you just take the issue of planning permission ! how long does that take ? The first few sites may be ok !.

Let it happen how it happens

I hold.

[englishlongbow] 13/5/2018 10:42

PHE could be back over 20p very quickly looking at the roll out plans.

[nelson5100] 11/5/2018 16:02

Will the directors bring following you in purchasing shares in the company?

[rathean] 11/5/2018 15:02

I've taken a small position here. I like their ambition, great niche need let's see how they get on delivering towards the end of the year.

[new tech] 11/5/2018 10:17

Keith Allaun (CEO)
4/4/2018

13 min 30 sec:

"We expect to have our first commercial facility operating in north-west England by the end of 2018 and then we expect a rapid roll out. We expect a roll out of several units the following year (2019) several dozen the year following (2020) and hopefully several hundred thereafter throughout both the UK, the EU and the Far East"

15 min 00 sec:

"We anticipate up to 200 sites here in the UK in the next ten years and 500 sites in the EU over the next ten years."



(Each site can accommodate multiple 25 tpd units).