Powerhouse Energy Share Discussion Threads

[wapper] 24/8/2020 13:15

Powerhouse Energy (PHE.L) Engineering Definition Work Is The Tip Of The Iceberg
abm August 24, 2020
Shares of waste plastic to energy group Powerhouse Energy have been enjoying a renaissance, along with many companies in the renewable energy space, since the Covid-19 pandemic started.

@ZaksTradersCafe

Investors, who were already on the ethical investing / ESG bandwagon, have become even more environmentally conscious as concerns over air pollution have led to an acceleration in all things Green. As far as the particular journey of Powerhouse is concerned of late, one could add a couple of well-worn clichés into the mix to describe where it stands currently – Crossing the Rubicon, and Tip of the Iceberg.

In terms of the Rubicon, 2020, and the merger with project developer Waste2tricity, has consolidated the group’s technology offering and made it a standalone and rounded entity. This means it can receive both a royalty for its DMG technology, but also via Waste2tricity, fees for engineering services associated with the building of plants.

For the tip of the iceberg we can look not only to the latest RNS from Powerhouse which mentions the building of 11 agreed plastic to hydrogen projects, but also the news release from Peel L&P Environmental, where the figure is 70. The take away here of course is that given Powerhouse stands to make £500,000 per plant per year, we are looking at a healthy recurring revenue model, one which the market has not fully factored even, despite the strong run up in the stock since the Spring. A figure of 70 plants of course adds up to £35m in the UK alone to start off with.

Indeed, there is much to look forward to given the way that it may not be that the UK’s take up of plastic to hydrogen plants is the main driver for Powerhouse Energy. The opportunity has always been greatest in the Far East, especially South East Asia. Here, not only is the ongoing plastic waste crisis there much more intense than the West – we have been exporting our waste to parts of this region, there are mountains of inadequately dumped plastic waste to clean up, something which would required hundreds, if not thousands of plants. It also helps that Japan is much further down the line most in appreciating the attractions of Hydrogen as a fuel, with its use for public transport being something of a priority.

Therefore, while Powerhouse Energy shares have bounced back today from below 3p, it is evident that we are looking at a “buy the dip” situation for the stock, especially as are in the run up to the commencement of the first plant build, by the last quarter of 2020, and the market catches up with the revenue implications of both its unique technology and the plant rollout over the next few years.

[wapper] 24/8/2020 13:15

Powerhouse Energy (PHE.L) Engineering Definition Work Is The Tip Of The Iceberg
abm August 24, 2020
Shares of waste plastic to energy group Powerhouse Energy have been enjoying a renaissance, along with many companies in the renewable energy space, since the Covid-19 pandemic started.

@ZaksTradersCafe

Investors, who were already on the ethical investing / ESG bandwagon, have become even more environmentally conscious as concerns over air pollution have led to an acceleration in all things Green. As far as the particular journey of Powerhouse is concerned of late, one could add a couple of well-worn clichés into the mix to describe where it stands currently – Crossing the Rubicon, and Tip of the Iceberg.

In terms of the Rubicon, 2020, and the merger with project developer Waste2tricity, has consolidated the group’s technology offering and made it a standalone and rounded entity. This means it can receive both a royalty for its DMG technology, but also via Waste2tricity, fees for engineering services associated with the building of plants.

For the tip of the iceberg we can look not only to the latest RNS from Powerhouse which mentions the building of 11 agreed plastic to hydrogen projects, but also the news release from Peel L&P Environmental, where the figure is 70. The take away here of course is that given Powerhouse stands to make £500,000 per plant per year, we are looking at a healthy recurring revenue model, one which the market has not fully factored even, despite the strong run up in the stock since the Spring. A figure of 70 plants of course adds up to £35m in the UK alone to start off with.

Indeed, there is much to look forward to given the way that it may not be that the UK’s take up of plastic to hydrogen plants is the main driver for Powerhouse Energy. The opportunity has always been greatest in the Far East, especially South East Asia. Here, not only is the ongoing plastic waste crisis there much more intense than the West – we have been exporting our waste to parts of this region, there are mountains of inadequately dumped plastic waste to clean up, something which would required hundreds, if not thousands of plants. It also helps that Japan is much further down the line most in appreciating the attractions of Hydrogen as a fuel, with its use for public transport being something of a priority.

Therefore, while Powerhouse Energy shares have bounced back today from below 3p, it is evident that we are looking at a “buy the dip” situation for the stock, especially as are in the run up to the commencement of the first plant build, by the last quarter of 2020, and the market catches up with the revenue implications of both its unique technology and the plant rollout over the next few years.

[stokey12] 24/8/2020 11:09

Coldspring In respect of your 13659 post. IF you are right and there is to be a placing, and I am not convinced that there will be, then I would expect it to be in October. There are two reasons for this. Firstly, if the amount of any fund raise would require shareholder approval then it makes sense to ask for it at the AGM then do the fundraise. Secondly, it is stated that they have enough funds until early Q4 which would mean they have funds until October.

[juju44] 24/8/2020 10:39

bouncing down now

[datos] 24/8/2020 10:37

Nice bounce today.... slow but sure progress

[skinny] 24/8/2020 10:33

Its a simplistic mechanism - nearer the quoted bid its a sell, nearer the quoted offer, its a buy - so not really.

[newton] 24/8/2020 10:30

bought a few more this morning - advfn has it marked as a sell!! Can we believe any of the trade numbers?

[vatnabrekk] 24/8/2020 09:45

Doesn't sound like a placing to me. More like a negotiated equity raise from an institution or a loan:

"The Company is in discussions regarding raising further finance..."

[coldspring] 24/8/2020 08:28

As set out in the Company's announcement of its financial results published on 30 June 2020, the Company is managing its working capital position and its existing cash resources are now expected to be sufficient until into early quarter four 2020. The Company is in discussions regarding raising further finance and it is confident that these will be concluded shortly.Placing September then

[croxie] 24/8/2020 08:17

Did you read the RNS? Construction starts Q4 2020...a year to build...18 months to build...so what? What's important is that it will be built and contained within the RNS is yet further confirmation that technology works...do you actually own shares? Or do you need to buy to close your short? Or maybe you are just here offering unbiased financial advice

[deccer1] 24/8/2020 08:10

0.3p soon.

[deccer1] 24/8/2020 08:10

So still not got the quotes for construction, let alone building one which will take at least 12 months. So unlikely to be finished built until 2022. Then it has to be tested and certified, so could still fail or need modifications. Meanwhile cash runs out next quarter, so need another dilutive share issue, followed by lots more by the look of it. And the cringworthy ramblings of scruffy old red or blue shoes, jeans and an old tee shirt, talking with his eyes closed and looking sideways, while slouching on a sofa. You couldn't make it up.

[cmackay] 24/8/2020 08:02

Good news.

[superbarnet] 24/8/2020 07:11

Glad I topped up on friday

[bradders51] 24/8/2020 07:07

RNS out
Completion of Peel Engineering Definition phase.
That might put a rocket under it today.

Glad I'm not a shorter :-))

[smokey 1o3] 23/8/2020 12:10

decerri
You have made your point incessantly and we hear you.
But this is a speculative situation and I think most of us here know that and are looking to the longer term when and if that comes. I think it will but if you dont I question why you are here?

[deccer1] 23/8/2020 09:27

So still not started construction of the first full size system, which will take at least a year to build, then has to be followed by testing and certification and could still fail or need modifications. Meanwhile burning cash and will need lots more dilutive share issues and have to bare the embarrassment of scruffy old red shoes, jeans and a tee shirt, talking sideways with his eyes closed while lounging on a sofa.0.3p soon again. Enjoy the fall.

[vatnabrekk] 22/8/2020 20:38

Thanks for that Bradders!

[bradders51] 22/8/2020 20:15

From the man:

"Stay calm is my message – the underlying activities continue and announcements, half year results and AGM will all follow – when I have had a holiday!
Dave

David Ryan
CEO
PowerHouse Energy Group, PLC
www.powerhouseenergy.net"

[nefabeta01] 22/8/2020 18:54

Yes that is true. Toyota have been looking at using PHE's DMG technology worldwide - I'm sure they won't be the last company to see the value in this. Firstly tho' Protos must be built asap and proven to work then one major global problem has a solution and PHE may well be a very, very valuable entity.

[zeppo] 22/8/2020 03:25

Rumour or fact?

Suggestion that Toyota are to make hydrogen from waste plastic.

[phoenix36] 21/8/2020 18:49

Serious, that’s a big drop, have I missed something?