€€€ Wow !! €€€ Poly Pacific startet durch !! €€€
Recommendation:S t r o n g b u y update may. 28
Poly-Pacific.
International Inc
(PMB:TSXV)
http://www.poly-pacific.com
6-month Target Price: CAD 1.80
Moderation
Zeitpunkt: 04.09.08 18:50
Aktion: Forumswechsel
Kommentar: Falsches Forum - Feierabend - jetzt könnt Ihr Euch hier im Rahmen der Forumregeln gerne verbal weiter am Thema vorbei auseinandersetzen. Da Ihr Euch jetzt im Talk-Board befindet, lösche ich jetzt in diesem thread nix mehr wegen "Off-Topic".
Zeitpunkt: 04.09.08 18:50
Aktion: Forumswechsel
Kommentar: Falsches Forum - Feierabend - jetzt könnt Ihr Euch hier im Rahmen der Forumregeln gerne verbal weiter am Thema vorbei auseinandersetzen. Da Ihr Euch jetzt im Talk-Board befindet, lösche ich jetzt in diesem thread nix mehr wegen "Off-Topic".
Total Size # of Orders Price
30,500 1 0.185
14,500 2 0.180
10,000 1 0.175
20,000 2 0.165
15,000 1 0.155
Asks
Price # of Orders Total Size
0.200 1 10,000
0.210 1 5,000
0.215 1 9,000
0.245 1 10,000
0.250 3 22,500
Die Meldung kam in Kanada am Freitag raus (geupdatet)
Stand: Freitag, 25 Mai, 2007 (Updated @ 10:31:16 AM)
Quelle: KingstonThisWeek.com by Stephen Petrick
Nylon plan could net city $20M
Two executives with the company that hopes to extract nylon from the McAdoo’s Lane landfill site are confident that the city could profit $18 to $20 million if the deal goes through. That amount of money would compensate for nearly half the cost of the downtown entertainment centre or nearly all of the Multiplex. Rick Gliege and Stephen Koltai of Poly-Pacific Technologies Inc. met with Kingston Economic Development Corporation business attraction and retention officer Charles Mignault on Thursday. They’re pleading for public support on what they hail as an innovative, green project.
“This will be our first step in nylon removal and we want to use Kingston as a reference [for future projects] because this is the future of our company,” said Gliege, the company’s vice-president of production and sales.
“We want to have an A plus, on our report card from Kingston,” added Koltai, vice president of international business development.
What they mean is they’ll do everything possible to make sure the complicated multi-year project can happen with no damage to the environment, so at the end the city will have nothing but added income, a less polluted landfill site and more economic prosperity from the employees they would bring.
The company believes there is 360 million pounds of quality nylon tucked under what’s now a 110-acre, bare, grassy field off McAdoo’s Lane.
The city used the location as a landfill site between 1970 to 1987.
The nylon would have been dumped at the site by Dupont.
And even though it has supposedly sit underground for more than 20 years, they believe it should be fine for selling to markets around the world that can’t get enough nylon, such as China.
The material is used for plastic products, consumed heavily by the auto industry, Gliege said.
His company is proposing a deal that would allow the city whichever is less: a 10 per cent per pound royalty on the nylon it removes or a 10 a per cent share of the figure it sells for.
“It could be upwards of $20 million if it’s of quality grade,” he said. The company is also prepared to throw down a $300,000 letter of credit to the city to get started – “it’s money in the bank for them,” he said – and $5 million in general liability insurance.
These figures will likely be brought to the attention of city council this summer, because the company would like to begin the project in August or September.
Poly-Pacific has already signed a deal with the city to study the site this summer and they’ve hired Toronto-based engineering firm Kleinfeldt Consultants Ltd. to do prep work.
Financial plan due July 1
The company also has until July 1 to bring a financial plan to the city. If the project is approved, a substantial number of employees from the company’s Burnaby-B.C. headquarters will likely come to Kingston to set up for what will likely be a three-and-a-half year project.
Gliege and Koltai also hinted that it could lead to job creation in Kingston, but couldn’t say how many.
The reason they’re so confident the project can work is because it’s already being done at a private landfill site, just a few kilometres east of the McAdoo’s site.
Gliege and Koltai dropped by the McKendry Landfill to study how a private company has already moved more than 40 million pounds of nylon there.
Considering the McKendry site is roughly half the size of the McAdoo’s site and the fact they believe Dupont would have started using it only after McAdoo’s closed, they’re confident their 360 million pound figure is accurate.
And Mignault is certainly giving the project his blessing.
“It’s a green industry, it’s innovative and it’s R&D,” he said. “I only see the upside to this.”
spetrick@kingstonthisweek.com
Dies sind News von der lokalen Zeitung in Kingston, wo sich die Deponie befindet, die Poly Pacific bewirtschaften möchte.
Wer den Text aufmerksam durchließt erkennt wie SICHER der Deal zu sein scheint. Beachtet folgende Punkte:
Zentrale Punkte
1) Die Firma möchte bereits im August mit dem Nylonabbau beginnen
2) Betrachtet man die Masse an verwertbarem Nylon auf der benachbarten McKendry-Deponie, die vom Chemiekonzern Dupont genutzt wurde NACHDEM die McAdoo-Deponie voll war (!), scheint PolyPacific die Sicherheit zu geben, wirklich die veranschlagten 360 Mio Pfund Nylon dort vorzufinden.
3) Und nun dieser alles entscheidende Satz: And Mignault is certainly giving the project his blessing (...) " I only see the upside to this". Das weist daraufhin, das dem Deal so gut wie nix mehr im Wege steht, gerade in Anbetracht der Tatsache dass die Stadt die aus dem Vertrag resultierenden Einnahmen schon für städtebauliche Maßnahmen (Donwtown Entertainment Center, Multiplex) einplanen will.
Auf jedenfall ein STRONG BUY
Ich bin neu hier, aber gibt es einen wirklich plausiblen Grund die Aktie zu kaufen?
Wenn ja, welchen?
ciao
Hier stelle ich eine Firma vor, welche sich durch das Recycling von Kunststoffen einen Namen bereits gemacht hat, jedoch noch in den Investorenkreisen noch total unbekannt ist. PMB ist in dieser Branche tätig und liefert das Endprodukt nach China, wo bekanntlich UNMENGEN von Kunststoff benötigt werden, um die aufstrebende Wirtschaft voranzutreiben.
Angeblich ist Poly Pacific kurz vor dem Abschluss eines sehr grossen Deals, wie es gerüchteweise zu vernehmen war. Finanziell steht die Firma auf sehr festen Beinen .
Meiner Meinung nach liegt hier die Chance auf ein Vervielfacher in kürzester Zeit vor!
Die letzte News macht klar, dass Poly Pacific WKN A0LGDN massiv unterbewertet ist. Ich rechne mit einem starken Kursanstieg schon in den nächsten Tagen, da ich Gerüchte vernommen habe, dass bereits schon die nächsten News anstehen.
Hier nochmals eine kleine Rechnung:
letzter Auftrag - gemeldet am 07.02.07: Originalmeldung
15 Mio Pfund Nylon (Nylon pro Pfund $ 1.20) entspricht $ 18 Mio Umsatz.
Die Marge beträgt 75 % womit ca. $ 13 Mio als Gewinn vor Steuern eingenommen werden!
Es gibt ca. 40 Mio Aktien insgesamt, was bei einem KGV von 10 einen fairen Wert von $ 3,25 bedeutet.
Vergleichbare Firmen haben ein KGV von 30 und mehr!
Jetzt kann jeder ausrechnen wie Poly Pacific bewertet werden muss, wenn Poly Pacific den "Kingston Deal" mit einem Jahresgewinn von ca. $ 100 Mio meldet - zuzüglich den bereits gemeldeten Aufträge.
Weitere Aufträge sind in dieser Rechnung nicht beinhaltet, so dass dieser Wert einen Mindestbetrag darstellt.
Poly Pacific ist die Chance bei einem Unternehmen von Anfang an zu einem Schnäppchenkurs dabei zu sein.
Die oben aufgeführte Rechnung stellt natürlich nur eine grobe Zusammenstellung dar, soll jedoch genügen um die Unterbewertung zu verdeutlichen.
Firmen in dieser Branche haben ein kgv von mind. 20, was einen Kurs von US$ 6,25 wieder rechtfertigen würde!!
Fazit: Poly Pacific ist alleine nach dieser News schon massiv unterbewertet. Der Kurs der Aktie dürfte bald sehr stark ansteigen!
Das hört sich ja ganz gut an was du da schreibst!
Ich bin sehr neu im "Aktiengeschäft" und daher auch sehr vorsichtig, aber wenn ich mir das so ansehe, dann muß ich da wohl mal ein paar hunderter investieren!
Vielen Dank nochmal für die ausführliche Recherche!
ciao
Stephen Petrick
Saturday, May 12, 2007 - 08:00
Local News - Odd as it may sound, there’s a company thinking of paying the City of Kingston big bucks to get rid of some of its trash.
Poly-Pacific International Inc., a British Columbia-based business that makes plastic products, has signed a deal with the city to study whether it can extract nylon from an old north-end landfill site.
The company has reason to believe that 360 million pounds of nylon are tucked inside the 110-acre McAdoo Lane landfill site, which the city operated from 1970 to 1987.
If it proves to be correct, the company could strike a multi-million dollar deal with the city.
It’s an exciting prospect, but the city’s director of environment and communications, Paul?MacLatchy, says “staff are not jumping up and down,” just yet.
“Anytime a company wants to come in and extract material from a landfill site, there’s a benefit,” he said. “Of course, if you do that there are a lot of risks involved.”
Basically, he said, the contract will only go ahead if the Poly-Pacific can prove to the city it can be done without any damage to the environment.
“The City of Kingston isn’t interested in taking a lot of risk for little return,” he said. “But it is a great opportunity, for sure.”
Poly-Pacific has hired the engineering services of Toronto-based Kleinfeldt Consultants Ltd. to study the site this summer.
MacLatchy said holes will be drilled into the landfill for the study, but that will pose little risk to the environment.
If by the end of the summer, all parties involved believe the project is worth doing, the city will pen a contract with Poly-Pacific so it can collect royalties from any nylon removed.
MacLatchy said the royalties will be small, maybe just a few pennies per pound, but it will add up.
For instance if the royalty is a mere 1 penny per pound and there is indeed 360 million pounds, the city stands to make $3.6 million.
But the word to keep in mind is “if.”
The city has no records on what went into the McAdoo Lane site when it was operated.
MacLatchy said Poly-Pacific likely believes there’s a good amount of nylon on the site because of the old DuPont operation here.
Plus other businesses have had success extracting material from other nearby landfill sites.
A site in Loyalist Township recently had polyester and nylon removed from it, MacLatchy said.
And the McKendry landfill site, just a few kilometres east of McAdoo Lane, has also had nylon removed from it.
The President of Poly-Pacific, Randy Hayward, did not return phone calls, but in a press release said he is “extremely optimistic as to the commercial viability of the reclamation of this 100-acre landfill site in Kingston.”
Poly-Pacific makes plastics for a variety of commercial and industrial products, including paint stripping and coating removal.
ID- 525066
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© 2007 , Osprey Media. All Rights Reserved. This material may not be published, broadcast, rewritten, or redistributed.
auf wo heist ausbruch in kürze nur eins und das bedeutet wartet und kauft bischen nach damit einige verkaufen können die schon vorher eingestiegen sind.m.M
2007-06-08 16:39 ET - News Release
Mr. Randy Hayward reports
Poly-Pacific International Inc. has received TSX Venture Exchange final acceptance for a private placement of a total of three million units at a price of 10 cents per unit for gross proceeds of $300,000. Each unit comprises one common share and one common-share purchase warrant. Each warrant entitles the holder to purchase one additional common share at a price of 40 cents per common share for a period of two years following the date of closing.
All common shares issued under the private placement and common shares issued upon exercise of the warrants are subject to a restricted period and may not be traded for a four-month period expiring on Sept. 26, 2007.
Poly-Pacific intends to use the proceeds from the private placement for general working-capital purposes and to assist Poly-Pacific in obtaining a letter of credit for $300,000 in order to fulfill one of the conditions imposed by the City of Kingston in Ontario to obtain approval to access the McAdoo landfill site before July 1, 2007.