Reenergy Share Discussion Threads

[torrestorres] 15/5/2008 17:39

vtomas ~ what going on with this takeover

[asparks] 11/5/2008 21:51

any thoughts on the recent news?

[asparks] 23/4/2008 12:15

massive trades today

[asparks] 03/4/2008 12:52

BUY

3 April 2008

Libra Natural Resources

PRICE: 6.75p | US/CANADA | RENEWABLES | LNR.L | LNR.LN

n Building the No. 1 wood pellet producer

Libra Natural Resources (LNR) has stated that its aim is to build the world's number one producer of wood pellets over the next 24 months with a total capacity of around 1.5 million tons, thereby making it the largest supplier of wood biomass fuels for renewable electricity generation and heating.

n From an existing current production capacity of 131,500 tons of wood pellets and 100,000 of wood chips, LNR intends to be a major consolidator in North America of wood pellet companies by making a number of carefully selected and strategic acquisitions. In addition, the company plans to build a number of green field developments where the appropriate long-term feedstock and off-take agreements are in place.

n LNR currently has over 1.5 million tons of new or existing production facilities under exclusive option, development and/or due diligence for the objective of becoming the world's leading producer of wood pellets.

n As a first step, LNR has today announced the acquisition of Coeur d'Alene Fiber Fuels Inc., a profitable US producer of wood pellets. The company owns three plants, which together will have a total annual production capacity of 120,000 tons by YE 2008. In aggregate this is expected to give LNR a total capacity by year-end of 321,000 tons of wood pellets and 100,000 of wood chips.

n LNR also announced today signing Heads of Agreement to form a Joint Venture in China for the production of straw and rice husk biomass with a major northern Chinese wood pellet company and a Canadian biomass products company. A demonstration plant has been constructed. Considerable expansion is expected over the coming years.

n LNR is to divest all of its non-wood pellet/biomass interests, transferring them to Aim-listed Ethanol Investments plc in return for shares in that company. It is LNR's intention to reduce its holding in that entity over time, generating cash for the Company.

n Libra Natural Resource is shortly to change its name to "FibreGen plc" (subject to shareholder approval at the next AGM) to reflect the Company's sole focus on building the world's number one producer of wood pellets.



Nick Walker [phone] [e-mail]





Nick Walker
Head of Renewables



Tel:
[phone]

Fax:
[phone]

Mob:
[phone]


[e-mail]
www.liberumcapital.com

[pugugly] 02/4/2008 16:07

Anyone any idea if this is a viable technique? Or is it another good idea but not technically feasable, or outside the competence of the current management.

Could it be another Compact Power?

I do not likethe idea that it is dependent on licenced technology.

Comments, views etc..

[asparks] 02/4/2008 09:29

sid - I thought you were using another alias but am obvioulsy wrong!

no reason for such a large drop today!

[sixpintsid] 31/3/2008 23:09

asparks, whats DM, and I'm not Turkish. Been watching theses since a write up in The Engineer mag in Jan 2006 when they were 67.5p. Just waiting for a suitable entry level. My previous post was a question more than a bearish comment

[asparks] 31/3/2008 14:15

are you turkish?

[asparks] 31/3/2008 14:14

by the way sixpintsid = DM

[asparks] 31/3/2008 14:14

an insti bought 6 million of these last week

[asparks] 31/3/2008 14:13

i doubt it

[sixpintsid] 31/3/2008 14:12

"Whilst there can be no certainty of funding, the Company is in receipt of informal approaches and expressions of interest from several parties which the Directors will be considering in their review of all the funding options available to the Company"

Directors sell out and de-list?

[asparks] 31/3/2008 14:08

Good update today. V +ve

One small buy. I think Don Muang has joined the club

[asparks] 27/3/2008 15:08

rns out - new insti on board

[asparks] 26/3/2008 10:02

No RNS re that 6 mill trade. Why is that?

[asparks] 20/3/2008 08:34

At 31 January 2008 the Directors had been notified of the following interests which amounted to 3% or more of the issued share capital of the company:

Name

Consensus Business Group

RAB Capital

NewSmith Global Opps Hedge Fund

Peloton Partners LLP

Jack Allen Holdings Limited

Karl Hick / David Mee

Trustee for Boston Equities Corporation Bankruptcy

John Allen
Number of shares

17,331,667

15,549,804

8,666,667

6,666,666

6,517,696

5,533,072

5,164,217

4,127,026
%

17.02

15.27

8.51

6.55

6.40

5.43

5.07

4.05


Copyright ReEnergy Group 2007

[asparks] 20/3/2008 08:33

VQ - why no RNS then?

[very quick] 19/3/2008 17:17

MF Global UK, Has dumped its full holding today. Bought on 27/02 sold 19/03

[asparks] 28/2/2008 12:20

new insti on board. bodes well.

[don muang] 29/1/2008 08:25

asparks, I see you are still monitoring the PYF thread...:

>asparks - 29 Jan'08 - 07:43 - 982 of 983
>Don is your 12month bet still on? I hope so..... :)

PS: I see CPO have actually gone in to administration recently as one of their creditors called it a day..... so why don't you save your comments until the year is up .... ;-)

[don muang] 10/1/2008 09:49

PS .... asparks .... don't forget post 959 on the PYF thread....

Don Muang - 21 Dec'07 - 15:01 - 959 of 970
Well, let's check back in 12 months and see who will have the last 'laugh' then, eh.....

So by my diary then one year on from 21 Dec 2007 is 21 Dec 2008 (not 10 Jan 2008)....
;-)

[don muang] 10/1/2008 09:42

Don Muang - 19 Dec'07 - 09:21 - 21 of 36
"The Company is in discussions with its advisers, bankers and shareholders
regarding the funding required to progress the Hartlebury Project"
R U being consulted as regards funding then?

asparks - 19 Dec'07 - 09:25 - 22 of 36
not yet but I expect I will be


Three weeks on and I presume they've contacted you by now. So how much of the funding are you going to provide to keep this lot going a little longer?

[don muang] 10/1/2008 09:34

asparks .... I see your back doing silly one liners on other threads ..... hows this share (RGY) that you bet the ranch on .... lets hope it doesn't go same way as CPO when they got involved with council jobs...

PS: i assume your back with your juvinile one liners now as you've broken all the toys that you bought yourself for Christmas...

[don muang] 21/12/2007 15:26

Well, I'll be happy with Jam tomorrow - as it'll be roadtrains of it....(for PYF - no idea re Voller as not holder of that).

And as I already said to you today on another thread (with reference to future relative performance of PYF and RGY):

"Well, let's check back in 12 months and see who will have the last 'laugh' then, eh....."

[asparks] 21/12/2007 15:19

PYF = JAM tomorrow. A bit like Voller