Adam Kubiak
19 May 2017
Getting merry.... Good to see the directors confident to put their salaries into buying shares and providing a significant amount of cash: £180,000. They are obviously very enthusiastic about their plans for generating electricity using gas. Looking forward to hearing more details about site locations and the sourcing of debt finance, since they have reiterated their oft stated policy of no dilution via further share placings. There is self-interest there, of course, given their huge percentage of the shares issued. So maximising returns for shareholders gives them and us the same objective.Good luck to all holders.
Hodgeyd
15 May 2017
News...... So, half way through May and still no news, I'm expecting some by the end of the month more waiting and waiting. I am surprised it's been so quiet for so long with so many sites at different stages of planning and or development. And....the responses to Ofgem closed 5th May for the Capacity Market review. No idea how long it'll be before they release their judgement, more waiting.I am sure that all the waiting will be very worthwhile bough, so many things in the pipeline, financing in place, sites under management and so much more news to follow over the coming months and years. Staying positive and patient.
Adam Kubiak
11 May 2017
The merry merry month of May I like the nice gradual start in the re-tracing of the share price upwards in the total absence of news either from Plutus or Ofgem. As the Plutus company website clearly states, last month saw the start of the build-out of various sites that have planning permission and the finance is available to complete all the sites right up to the commissioning of the sites, perhaps in October., only 5 months away.Once Ofgem announces its decision one way or the other, Plutus's self-imposed silence will come to an end and we can expect presumably to be brought up to date with its revised and adjusted strategy, in the light thereof. Plutus wants to have 80% ownership of additional sites, after this group of 6 sites it is currently building and preparing. I understand that these are going to be gas-powered, which would probably explain the involvement of a Blue Chip Energy Company giving its support.The clever money, I guess, is getting into the share at the start of May rather than the end, which could be very exciting for a number of reasons but especially related to 80% owned sites going forward."I was walking in the park one day in the merry merry month of May. I was taken by surprise by a wonderful pair of eyes. In the merry merry month of May." If you recognise that song, you are older than you think!
Adam Kubiak
28 Apr 2017
That's more like it. Good to size a positive start to the last day of trading in April. May will be even more positive I reckon.
Adam Kubiak
27 Apr 2017
Waiting on the sidelines for news Very quiet start, perhaps people are skint at the minute. Plus there's no news and none expected until we get Ofgem out of the way. Probably money is waiting on the sidelines ready to pile in once we know the score. But they might miss the chance of cheap stock which is available at the present.
Gorbyf234
26 Apr 2017
Re: More chunky buys today I'm following! 
.... and buying more .
pelleas
26 Apr 2017
Re: More chunky buys today I know only a couple are following on here but my belief is that this will rocket come late May. Fill yer boots as they say on weakness!!
Adam Kubiak
25 Apr 2017
More chunky buys today Good to see renewed interest in the share ahead of the next news.
Adam Kubiak
24 Apr 2017
A good start to the week. After 8 dreary weeks of stagnation after the balloon was pricked, it looks like people are beginning to realise that the share could easily double from this low level and are not waiting until the next RNS to get in. News about new several sites using gas will be what fuels the re-trace to previous highs and may be beyond.
pelleas
13 Apr 2017
Re: Still falling Obviously still nervousness regarding the Often proposal but way overdone. Current sp values Triad at zero. my estimations without Triad Plutus would still be very profitable. Current price mad. I also just noticed two new Q & As on the website;Q ; How did the Plymouth site "perform" during the past winter?A; The Plymouth site is performing very well. Additionally, valuable lessons have been learnt that are assisting in both the execution of the build-out of further sites and which will increase their efficiency once operational.Q; Are the nine Rockpool sites going ahead as planned? Will asset finance or other funding be available to Plutus?A; As previously announced by the company, Rockpool funded sites are being built out as planned and funding is available for the completion of this process.
Maverick
13 Apr 2017
Still falling Thought this was already oversold!
pelleas
21 Mar 2017
where we are! This from a poster on advfn.So - where are we with PPG?Let's get the negatives out there first for balance;PPG operates in a sector of the power market that is susceptible to regulatory change, which can impact future profitability both negatively and positively. A recent "minded to " report by Ofgem sent the shares tumbling after an extremely positive 6 months. Most of its plants are diesel (actually bio diesel) and diesel is a dirty word politically at the moment.So ; what are our prospects? Let's start with their success with Rockpool in raising £35 million to get 9 sites to planning and 7 of them with 15 year capacity market contracts. One site was up and running by November 1st 2016 and was earning money providing back up power the next day. The other six with planning permission are ready to go. Asset finance has been agreed but not finally signed off, which the bears love to point out. However a company such as Rockpool would not back such a venture without knowledge that the sites would be built. Rockpool itself was set up by Nicola Horlick and Matt Taylor who are investment superstars with fantastic connections. They hand chose the Plutus team. Paul Lazarevic has not been talked about on these boards but he was brought in with huge knowledge of the industry having been responsible for a £1.5 BILLION operation at RWEnpower. He was also a ten year employee of EXONMobil managing design and construction of plant. Phil Stephens is hugely impressive. The financial stability is provided by Charles Tatnal and James Longley who are both brilliant at raising funds for young companies. They are absolutely committed to shareholder value and are very open with investors and determined not to diluteTheir knowledge of the industry and small management team makes them extremely flexible and able to adapt to changing regulations.So ; if all is as rosy as I paint above why did the share price fall back so steeply? I personally think that investors and / or traders only read the first line of the RNS and saw the possible loss of Triad as a potentially catastrophic event. We all know what happens on AIM when this type of panic sets in. But where are we now? We are actually only back to where we were six months ago in September. Market cap is currently £9 million. As investors we want to have a clear idea of what is a true valuation of the business and its potential. All the indications that I have seen are that each 20mw site will be built and produce income of around £1 million a year each EBITDA. With a life of around 15 years before the technology is superseded . Debt finance to build the things will cost around £ 3 million. Once that is paid off you are therefor looking at £12 million per site with 45% of that accruing to Plutus. These figures are the projected potential profit per site. 9 sites could therefore produce a business worth over £100 million of which 45% is directed at Plutus. Even on a worst case scenario priced in by Rockpool I have heard figures of £9 million per site mentioned (after paying off debt finance).Now I know the bears will say this is all unverifiable until firm news arrives about asset finance and on the ground build out. As an investor I want to be in the company before that news drops.
pelleas
09 Mar 2017
Re: RNS I looked at the original Cantor note and it states that without Triad the sp should be around 2.2p. That is without any further good news. That should make PPG a fantastic buy at this level
Hodgeyd
06 Mar 2017
Re: RNS I will continue to hold for a long while yet as I'm quietly confident PPG has a good future with plenty of upside, just got to wait for the recovery and new sites to go live and if they are confident of 200mw bynuear end as per RNS then the rest of this year should be full of news and steps forward. So long as their financing partners remain on board which I'm sure they will. Hold, wait and see. Not much more to do.
izzy bear
06 Mar 2017
Re: RNS Canter Fitzgerald down graded Plutus from a Buy to Hold, which tells me there is still a certain amount of confidence behind the company, what we have to remember is, any adjustment in the feed in tariffs affects not only Plutus, but Wind farms and the public who have Solar panels on their roofs, As far as I am concerned, Plutus has a strong base on which to build, and a bright future,
