Powerhouse Energy Share Discussion Threads

[discusser] 22/8/2017 21:33

I see no evidence that these people are liars, so I do not conclude that they are.

The latest RNS is in line with previous statements, and those attending will be able to make conclusions based on what they see at September demos.

[new tech] 22/8/2017 21:22

supernumery,

It does not produce "slag". Slag is a byproduct of metal smelting, comprising mainly metal oxides. It is impossible to produce slag from gasification of organic wastes, which are carbon based.

Presumably any carbon monoxide waste could be oxidised to produce heat to help power something such as a generator. All we need to know as investors is PHE seem to have the cleanest and most efficient system.

The only economics that matter to investors are as KA mentioned recently:

- 1 x 25 tpd unit eliminating waste + selling only electricity, generates £600k to £750k pa EBITDA.

- 1 x 25 tpd unit eliminating waste + selling only hydrogen, generates 5x more EBITDA pa than for selling electricity.

(EBITDA = Gate fee revenues + Electricity and/or Hydrogen sale revenues - Operating costs)

[supernumerary] 22/8/2017 18:17

Speaking of crumbs, you didn't answer my previous questions. I copy it below, for your convenience. Do you really think you're going to get a commercial contract to turn this useful commodity into a lower-value gas?

--------

w - you're right they never thought about hydrogen in the past. So why the change in business model? They also always talked about municipal waste, but now they're using nice clean tyre crumb for their input. When did that happen? Bye-bye the distributed waste processor cleaning up the world... If they're not careful people are going to think they're a bunch of opportunistic wideboys who've failed at one development after another and each time gone on to 'the next big thing'. Now it just happens to be crumb and hydrogen.

BTW I assume you know that tyre crumb isn't actually a waste product? It's a useful manufacturing material, which currently sells (depending on quality obviously) for around 15c/lb, or say £250/tonne. What grade is phe using and how much do they pay for it? Does that include the transport costs? Where does it come from? When are they going to run trials using the sort of municipal solid waste they originally envisaged?

I'd also be interested to know what slag is produced. More particularly so in the case of processing general waste of course - if you start with a useful ready-refined material I guess you'd expect minimum slag afterwards, but even that must produce some.

And a few comments on the economics would be helpful - what does the input cost? how much does it cost to run the plant? how much to separate and scrub the hydrogen before it can be used? how much to dispose of the CO? what happens to that potent greenhouse gas methane? what does it cost to transport all these outputs to their point of use/disposal? Etc, etc, etc.

We can put the capital cost to one side I think - as they haven't even finished designing the prototype and the processes surrounding it, trying to establish a reliable cost for a 25tpd unit is still a long way off.

But I suppose you must have a spreadsheet with all the operating costs and anticipated revenues for such a unit? Do share...

[letmepass] 21/8/2017 15:54

Well done Warwick.. I think you've done great and held your nerve.. Onwards and upwards for you

[beeezzz] 21/8/2017 14:32

No one is desperate...yet you seem to be the only one that is a 1000% confident, most other positive posters tend to be more conservative; I would one say.

I've got nothing against your optimism, sadly its not infectious yet, AIM companies are notorious for promising the earth and delivering dust...Don't get me wrong, nothing would please me more if this company succeeds, where others have failed.

[dolphin158] 21/8/2017 13:35

So the directors haven't had the guts to invest in this business using your argument?

Not one single share exception for one director with £2,000 worth.

Oh can you have a word with company about the share allotment filed on 9 August as it is wrong. I can tell you all the errors or shall I let you find them?

[dolphin158] 21/8/2017 12:53

Tyre crumb...so first have to send the tyres to have all the metal wires removed and then reduced to tyre crumbs. So each unit will now have to incorporate s tyre processing machine to convert the tyres into crumbs?

Or will thee crumbs be processed on an industrial scale and then have the crumbs delivered to the individual sites??

Still no directors' purchases? What is holding them back from buying into this ground breaking technology company??

As posters keep saying that it doesn't need any finance so there can't be any placing as customer s are going to finance the units up front as detailed by the many posters.

[supernumerary] 21/8/2017 12:28

w - you're right they never thought about hydrogen in the past. So why the change in business model? They also always talked about municipal waste, but now they're using nice clean tyre crumb for their input. When did that happen? Bye-bye the distributed waste processor cleaning up the world... If they're not careful people are going to think they're a bunch of opportunistic wideboys who've failed at one development after another and each time gone on to 'the next big thing'. Now it just happens to be crumb and hydrogen.

BTW I assume you know that tyre crumb isn't actually a waste product? It's a useful manufacturing material, which currently sells (depending on quality obviously) for around 15c/lb, or say £250/tonne. What grade is phe using and how much do they pay for it? Does that include the transport costs? Where does it come from? When are they going to run trials using the sort of municipal solid waste they originally envisaged?

I'd also be interested to know what slag is produced. More particularly so in the case of processing general waste of course - if you start with a useful ready-refined material I guess you'd expect minimum slag afterwards, but even that must produce some.

And a few comments on the economics would be helpful - what does the input cost? how much does it cost to run the plant? how much to separate and scrub the hydrogen before it can be used? how much to dispose of the CO? what happens to that potent greenhouse gas methane? what does it cost to transport all these outputs to their point of use/disposal? Etc, etc, etc.

We can put the capital cost to one side I think - as they haven't even finished designing the prototype and the processes surrounding it, trying to establish a reliable cost for a 25tpd unit is still a long way off.

But I suppose you must have a spreadsheet with all the operating costs and anticipated revenues for such a unit? Do share...