Renewable Power & Light Share Discussion Threads

[dusseldorf] 28/8/2007 08:48

robin_of_loxley - it's quite a long shot and I have no evidence to link the two. My speculation is based on the fact
1. RPL is not releasing any news regarding feedstock supply and you'd think by now they would have at least identified a prospect
2. DMR is in active discussions with the owners of a major feedstock supply and distribution asset, disscussions for which are at final stages (no guarantee it will go ahead though)
3. Perhaps if the two are linked, the reason RPL can't say anything is because the deal at Dimension hasn't been done or released to market yet

Highly speculative and most likely incorrect. Had I not owned a reasonable quantity of both of them I probably wouldn't have made the speculative link....

[robin_of_loxley] 28/8/2007 08:40

are you suggesting they are linked duss, in which case any evidence? or are you just trying to gets folks excited?

[dusseldorf] 28/8/2007 08:35

Another co. I am in, Dimension Resources DMR, is in reverse acquisition discussions with a major feedstock production facility, which were supposed to be completed two weeks ago - perhaps it is palm oil? that would be a double win for my investment

[omellete] 28/8/2007 08:33

Robin - I take their email reply as that they are at least on the path to getting something sorted - and most likely Palm Oil.

[robin_of_loxley] 28/8/2007 08:29

Well, interesting to watch these in case they sort out the feed stock and recover...

[maestro4] 27/8/2007 13:37

this is trading 40% under NAV. This is not a investment company, biodiesel is the future.

In a few years you will regret not investmenting at these prices, thanks to safari.

[maestro4] 27/8/2007 13:32

TheWalrus

its not, the sooner you realise the better. over 90% of shares are owned by directors/institutions.

[thewalrus] 27/8/2007 13:28

this is a dog the sooner everyone realises the better...

[maestro4] 27/8/2007 13:15

the only thing i cant understand is if jatropha cheaper than palm oil then why are RPL so adment with using palm oil.

have they found some very cheap.

[maestro4] 26/8/2007 14:49

Dangerous Brian

D1 did a deal with BP to grow Jathropa, take a 50/50 cut.. they are still trading at a loss am i right.

cant see why rpl cant do a deal for palm oil, they have the cash...

compare the value of the companies.. guess which one is undervalued.. lol

This one still has the strong institutional support.

[dangerous brian] 26/8/2007 14:42

Can it be compared with DOO as they are cash rich and have been doing well while Bfc has gone under ?

[maestro4] 26/8/2007 14:40

the mkt will soon wake up and realise how undervalued this company has become... This is no BFC which had plenty of debt.

[maestro4] 26/8/2007 14:38

asparks

i agree with your sentiments, the company still believes in their business model. Now that they are replying to emails im guessing they are very close to informing mkt of alternative supply of feedstock as olmert mentioned.

Dangerous Brian

Interims are not far off, they will reveal all, as of 5th july they had circa $50m in cash, i doubt the cashburn is much they are not actually using any palm oil in their plants only natural gas in one of them.

net assets of $84m thats around 45p a share, this should at least be trading above that in the short term...

[dangerous brian] 26/8/2007 14:32

maestro4.

What's the current cash balance and what is the current cash burn rate per month ?

[asparks] 26/8/2007 14:26

maestro - if the news is v positive how high do you see the share price going in the short term? 50p+?

[maestro4] 26/8/2007 13:53

has anyone seen the top 10 institutional investors on rpl website, they count for around 72% of share capital. Then you have around 18% which the directors own, and then you have 4% which pilgrims bought recently. So is there only 6% available to the public at present.

this will move fast, on positive news.

[omellete] 26/8/2007 10:45

Maestro - I got a very similar reply.

The difference was they commented on the Jathropa figures - and by the sound of it these guys will go for Palm Oil.

I think the key to the puzzle is this statement - which is in both your reply and in my email reply too

we had already started seriously investigating the use of alternative feedstock supplies prior to the breach of contract by Safari Group.

So that means they they are some way down the road to sorting out issues.

This is the reply I got. I won't post my original email as it was fairly impolite as they had failed to answer my previous emails.:



Dear Sir



Thank you for your email. As you will be aware from our stock exchange announcement of 11 June 2007, we had already started seriously investigating the use of alternative feedstock supplies prior to the breach of contract by Safari Group, which we announced on 5 July. As we made very clear on 13 July, in addition to taking legal action against Safari, we have accelerated our strategy to establish our own upstream feedstock sourcing operation in an effort to replace, as soon as possible, the volume of biodiesel feedstock oils that would have been supplied by the Safari contract. As announced, a number of opportunities have already been identified and are currently the subject of detailed analysis and review under exclusivity arrangements. We will, of course, provide a progress update on these evaluations in due course.



With regards to jatropha yields, our experts would not concur with the amounts and calcuations you have suggested in your email. The yields you are suggesting for jatropha are far, far higher than anything our experience suggests is feasible.



We continue to be confident of the merits of our business model and although the setback with Safari was extremely disappointing, we remain committed to generating attractive returns for our shareholders.



Kind regards



Carol Johnson on behalf of David M. Lewis, CEO

[maestro4] 24/8/2007 12:06

heads will roll if the institutions will force their hands, i await news not long to go.

[tipodochus] 24/8/2007 11:33

Maybe they have the money to solve this but do they have the management skills? These are the same people who get sapped by Nigerian scamsters without making, one would think, elementary checks! No heads roll, they just carry on at a fraction of the share price

My small holding is not too much to worry about and I'm prepared to sit and watch....but not with any great confidence.

Tipo

[maestro4] 24/8/2007 11:08

come on guys be positive...

i'm sure we will hear something about the new senior manager and the alternative supply of feestock at the interims (not long now). these are oversold, mkt need some confidence by the company.

great thing about rpl is that they have the masses amount of money to turn it around. Net Assets are around $84m, so we are trading at a discount..

this will not be another bfc, who has masses of debt....

Look at D1 oils they done a deal with bp to grow there own plantations, i cant see why rpl cant..

D1 Oils still not making profit, look where the share price is.

RPL STRONG BUY...

[asparks] 24/8/2007 09:44

If you are interested in other "green" stocks check this one out:

"Solar Integrated Technologies (SIT) advances amid rumours that a construction company is looking to buy a 29% stake

source: FT via citywire"

[maestro4] 23/8/2007 12:26

the bb still alive then. lol

[boffster] 23/8/2007 12:21

Greetings and salutations

[perch1] 23/8/2007 12:20

hi - it's a bit boring isn't it ?