EU warms up to plastic waste recycling... Another link from Vox Markets...[link]
cheap as chips time to buy way oversold
Re: Directors Talk. Thanks loadsa.Hi pond, it's not just tyre's that we can turn into electricity and hydrogen, it is virtually any organic waste.The end of life tyres and non-recyclable plastics are the wastes that have the highest calorific value and therefore produce the best quality syngas and so the largest profit, the hydrogen component at £5/kg is worth £5,000 per day, the power at £70/MWh is worth nearly £2,000 per day. We can still make hydrogen from MSW, but we would produce less of it.I can see PHE going on to virtually eliminating the landfill of all organic materials.Just to remind you that the gate fee's for tyres can be as high as £220 per tonne.
Re: Directors Talk. Yes a good write up.Interesting note.....In the UK alone, 46 million tyres (440,000 tonnes) per year are removed from vehicles, so that's nearly twice the amount PHE would furnace use in your example. Of course as a percentage of these are recycled into crumb (playgrounds and other similar surfaces) plus a few other uses, it does beg the question of expansion of the PHE system against tyres lasting longer plus a slight increase per year of numbers used.Be strange if PHE became so big globally, that the tyre supply ran out.Mind you, well before then (if that scenario became a reality) we would be laughing all the way to the bank.
Re: Directors Talk. Well done telephoneman. Nice write up.Loadsadough
Re: Directors Talk. Why might these Eastern European cities choose PHE for their hydrogen instead of an alternative supplier?To replace a fleet of 1,500 diesel buses with hydrogen fuel cells buses, assuming average usage per bus of 20kg per day would require a supply of 30 tonnes of hydrogen per day.From PHE that would involve 30 X 25 tonne per day G3's which besides providing 30 tonnes of hydrogen per day would also destroy 750 tonnes of waste plastic's and end of life tyres per day or 262,500 tonnes per year and beef up the local power grid to the tune of 35MW, generating 840MWh's per day ,that's 294GWh's per year, based on running 350 days per year.PHE would be able to deliver hydrogen (and make an excellent profit) at £5/kg, equal to the price of diesel. Using a competitor who makes hydrogen via electrolysis would require approximately 48MWh's of electricity per day to produce 1 tonne of hydrogen, so 30 tonnes per day would require 1,440MWh's from the local grid, that's 504GWh's per year.Hydrogen produced via electrolysis is currently selling for £10+/kg.Clearly PHE wins on 3 fronts, it delivers H2 at the equivalent price of diesel, half the price of the competition, it destroys 262,500 tonnes of the cities waste per year and also puts 294GWh's of electricity into the local grid per year.
Re: Directors Talk. Bare in mind that if each bus requires just 20kg of hydrogen per day (could well be more) then you would require one 25t/d G3 DMG for every 50 buses.
Directors Talk. Here's a transcription of last weeks Directors Talk telephone interview with Keith which was quite a bad line.[link] are numbers here to make your eyes spin.Theyre looking at initially 30 buses with the anticipation that over the next few years theyre going to be replacing up to 1,500 buses per city so thats a pretty significant thing.So, with those grants comes substantive money for feasibility studies, for proof of concept demonstration facilities for full-scale demonstration facilities, literally with the EU paying up to 70% of the capital cost for the development of these DMG facilities and thats completely non-dilutive money for our shareholders to acquire that.We truly anticipate that there are hundreds, if not thousands, of opportunities for the distribution of DMG across Europe and the UK alone.
Re: If.... ========== ========== ========== ========== =.....this technology is so amazing, transformative and ground breaking. How come none of the big players haven't snapped this one up? I hope this is not another great British world changing technology story ultimately consigned to the scrap heap.========== ========== ========== ========== =Because the so called "technology" doesn't actually work. A. The basic gas to waste to energy technology has NEVER worked and has only ever been demonstrated for short periods of time burning tyre crumb, which is NOT a waste product. B. The switch from being a "waste to energy" company to now being a "hydrogen" company is just a switch to a different buzzword.C. The company has failed to demonstrate any technology anywhere that will purify the synth gas to a high enough standard of hydrogen."How come none of the big players haven't snapped this one up?"Because the "big players" all know what a total pup the company is.JakNife
If.... .....this technology is so amazing, transformative and ground breaking. How come none of the big players haven't snapped this one up? I hope this is not another great British world changing technology story ultimately consigned to the scrap heap.
FTSE 100 potential in five years? Link shared on Vox Market, just posting here in case you havent seen it.Contains some more interesting points on finances out of the Waste2tricity deals.Gadams[link]
Re: Interview Some very interesting information in that interview, for instance all the G3 projects will be SPV's, INCLUDING THE FIRST ONE, and they will not be dilutive to PHE shareholders!PHE are working with a global engineering company, repeat, a global engineering company, "One of the worlds largest engineering, procurement, construction and fabrication providers" and they are working with us because they recognise that this is something that can roll out on a global scale and they want to be a part of it.
Interview Listen to the latestest Justin Waite/Keith Allaun interview.PHE starts at 9 minutes and 52 seconds.[link]
Re: Yet another fund raise! I have always wondered why the company does n't streamline its operation by burning its endless supply of share certificates to produce hot air to keep the show on the road.I am not aware it has come up with a more viable business plan in the last seven years.......
RNS re equity So there are now over 1.5 trillion shares (1,532,558,289 ). I have never seen a company with anywhere that number of shares look attractive to both holders and potential holders, (it's a psychological thing), some sort of share consolidation is needed, say a 1 for 50 or even 1 for 100.The private placing against a public offering annoys me. The big boys stand to profit at the loss of us PI's due to dilution. Lets just hope this extra money speeds up roll out of the PHE system.