Powerhouse Energy Share Discussion Threads

[city chappy] 26/5/2018 14:00

Superg, in the q&a session when KA responded to the patent question, he said they could apply for a dozen or so patents but it was costly and once the documentation was in the public domain others would just find ways to work around them, so in some ways it would be a counter productive exercise. That is a fair comment. On Pyromex, PHE only discovered flaws with it after they acquired the technology and ran their own tests, otherwise they would have deployed hundreds by now, and I believe they originally had around one hundred and twenty customers lined up. The lessons they learned from Pyromex and other advances since then have enabled them to design a superior system which will serve them better going forward. SPV's provide a means to achieve rapid roll out for little or no cost to PHE.

[superg1] 26/5/2018 10:54

Vta

You got it wrong and misled guys and here.

DMG plus the kit to convert to hydrogen is £10 mill plus early on. The note has it as £11 mill plus which will be down to ignoring economy off sale as put in the note by KA.

For the guy that asked the question of why I think it won't work.

PHE lied repeatedly in news re Pyromex. With that out in the open as a complete F up they ran off to Aus, then left Aus for the UK with a miraculous turnaround for this new owner kit.

Its so brilliant they aren't going to patent it and it hasn't gone under extensive testing to see if it works. 300 hours as mentioned recently under more or less las scrutiny doesn't prove it works on an industrial case.

Besides that I spoke at length to a guy that has worked on this type of tech for decades and he says he would be amazed if any advanced material has been found that can withstand the temps in the chamber for industrial use.

It's the chamber that has been the problem for decades.

Pyromex saw the same hype with cherries on the top, right up to the point the fail news showed previous news was a lie.

So world changing tech with no patent being applied for.

That should be enough to tell the story but we are talking ADVFN PIs here who would fall for any old BS.

So good luck here, I wish no losses on PIs. It was tipped to me and I always dig deep.

I don't like PIs being had over and I'm sorry to say this one looks just one of those shares excluding the obvious lies of the past.

No need for a patent or others would copy it, too expensive etc has got to be the daftest and most ridiculous excuse around. But no, PIs fall for it.

[lagosboy] 26/5/2018 08:47

An SPV is just a corporate structure it is not a source of funds.

[top tips] 25/5/2018 22:35

Like you said before ELB that's a pretty strong incentive for him and the rest of the board to make this a big success.

[englishlongbow] 25/5/2018 22:25

nelson........See my Post 6551. All the Directors were recently granted share options. KA the most at 30 million options would make him £90 million if he exercises them around 300p or more if he waits for 1000p.

[nelson5100] 25/5/2018 22:12

If all these projections of being a FTSE100 and a multi bagger then why has there been miniscule share purchases by three directors and none by two others?

Which directors of a business would not invest in a company with all their experience and knowledge of the technology and commercial forecasts, particularly if it is to be 2000 times multi bagger???

[new tech] 25/5/2018 21:49

To set up one half acre turn-key site with 1 x 25 tpd DMG module (up to 4 x 25 tpd modules can be accommodated on a half acre site) and traditional gas turbine for electricity production, costs £5m CAPEX.

Each additional 25 tpd module added to the same site only costs £3m, as the initial £5m includes everything to set up a complete turn-key site including the first 25 tpd module.

CAPEX rises to £10m if fuel cells are chosen to generate electricity, rather than something like a gas turbine. The higher cost with fuel cells is compensated by the fact that fuel cells have a higher electrical conversion efficancy than turbines and grants will probably be available to help SPV's with the cost of stationary fuel cells (just as there are with commercial fuel cell vehicles, such as buses). In addition, fuel cell costs are likely to fall as their roll out increases.

KA has said recently he expects the basic £5m CAPEX to fall as roll out numbers increase.

Roll out is via SPV's in which PHE will have a stake and that will pay PHE a technology licensing fees of 20% of net profits + an additional amount if PHE wants to contribute to CAPEX.

Initially roll out will concentrate on electricity sales (+ gate fees) until the demand for hydrogen (+ gate fees) picks up. The proportion of electricity to hydrogen sales can be modified for each site depending on initial and evolving demand.

Each SPV will decide what they want both in terms of the number of 25 tpd modules on each site (both initially and over time, as more can be added later) and the electricity to hydrogen mix.

[vatnabrekk] 25/5/2018 21:46

Glad you've got it right now.

[superg1] 25/5/2018 20:10

And as in the broker note

DMG capex £11.1m

[superg1] 25/5/2018 20:05

vat

It shows how stupid you Pis are on here when you make such daft comments, EG your post.

"And the capital cost of the equipment to purify the hydrogen has been stated as £5M not £10M.

So if you are going to do a serious anti-ramp then you really ought to do some proper research and get your facts right."

As was said in the Powerhouse energy presentation.

Units at scale (economy of scale) cost £5 mill

Units with PSA which is the 99.999% hydrogen cost £10 mill.

That's the multi-unit economy of scale price the first units will cost more than that. That is what the CEO put in his presentation.

[tewkesbury] 25/5/2018 11:15

I've been holding 2 million for four years now and will continue to do so.

[mertymcs] 25/5/2018 10:56

Anyone got the minerals to hold out for that?

[englishlongbow] 25/5/2018 10:49

Keith Allaun says PHE could be a FTSE 100 company based on their UK rollout plans i.e. at least 300p share price; and they are expecting 2.5x more rollout in the EU, and roll out in other geographies like Australia, Far East, Midddle East, etc.

So in terms of the share price: 300p for the UK + 750p for the EU + more elsewhere, gives an eventual share price well over 1000p (£10) making it a 2000+ bagger from here.

£1000 investment now could be worth £2 million in future. That is a mind boggling return on investment.

[city chappy] 25/5/2018 09:51

Welcome aboard. PHE should be a great investment with commercialisation this year and some of the figures being suggested for roll out.

[top tips] 25/5/2018 09:39

Got a few more.

[englishlongbow] 23/5/2018 11:51

I see Keith Allaun was recently granted 30 million share options (0.6p) that vest from 24 to 30 months onwards. That is a very strong incentive to get the share price up.

If he makes PHE a FTSE 100 company on the basis of rollout even in just the UK as he suggests, that gives a share price over 300p and would net him £90 million. More on success in the EU and elsewhere. A very strong incentive to make the company succede I would say.

[top tips] 22/5/2018 21:22

I guess the fact they are paid quite frugally means they don't have much spare cash of their own to buy shares with, although two directors did buy a total of 3 million shares in February 2018, which could indicate they expect the price to rise near term. They have recently been granted some share options, so don't really need to buy extra shares in the market, albeit nice to see some of them doing so anyway.

[nelson5100] 22/5/2018 21:08

All the project ions and forecasts , yet check how many shares do the directors'hold?

If the forecasts were accurate then this would be a profitable company throwing off cash.

So why haven't the directors filled up their boots with the shares?

[new tech] 22/5/2018 14:55

Hydrogen Generation Market worth $180bn by 2024: Global Market Insights Inc.

[new tech] 22/5/2018 14:53

1000 HP hydrogen fuel cell lorry:

"1,000 HP, zero emission Nikola One semi-truck in motion. Get ready for the pre-production units to hit fleets next year in 2019 for testing. The Nikola hydrogen electric trucks will take on any semi-truck and outperform them in every category; weight, acceleration, stopping, safety and features - all with a 500-1,000 mile range!"

[englishlongbow] 22/5/2018 14:49

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

[top tips] 22/5/2018 14:48

Impressive growth potential here.

[new tech] 22/5/2018 14:46

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).

[top tips] 22/5/2018 14:23

Indonesia empitomises some of the problems with waste disposal and the need for PHE's systems asap: