DEL (ASX) Futire is bright : Market Analysis from 2017 report

Originally posted by StockyBonbon: ↑

Bit of Sunday reading of a 2017 report Market Analysis of Opportunities in Australia for Anaerobic Digestion Deployment. 5 years old but some good data points and items support DEL especially as they have been planting the seeds during the past 5+ years. The fact DEL is already in bed with Yarra Valley Water and Brickworks is a great sign, hardly scratches the surface. Ten bhaggers are hard to find but just cant help thinking DEL has all of the attributes. And as if a business like DEL wont get FUNDING!

Potential Australian Biogas Market Size – By Target IndustryEstimated number of abattoirs in Australia Medium 30 Economically sufficient scale Large 10 Economically sufficient scale Value per opportunity $4.0 million Total Market Opportunity $ $160 millionEstimated market opportunity for food processing industry anaerobic digestion20 Facilities Value per Opportunity $5.0 mTotal Market Opportunity $100.0 mEstimated number of piggeries in Australia24 Economically sufficient scaleValue per Opportunity $4.0 m Total Market Opportunity $96.0 m Estimated market opportunity for shedded dairy anaerobic digestion10 FacilitiesValue per Opportunity $6.0 m Total Market Opportunity $ $60.0 mEstimated number of egg farms20 facilitiesValue per Opportunity $5.0 m Total Market Opportunity $ $100.0 m

Additional notes:

Some sites are high energy users, e.g. an abattoir with their refrigeration loads, whilst others are smaller energy users, e.g. a piggery – For the business case it is preferable that the site is a high energy user and that as much as possible of the biogas is utilised on site / “behind-the-meter”

Age of existing site infrastructure – Often the existing site infrastructure, such as transformers, and main switch boards etc, can be relatively old; – This can both be a potential benefit to the business case for a project to progress, in that capital is required to be spent regardless, or a potential detriment to the business case for a project to progress, in that a project can potentially “bring forward” the requirement to upgrade existing infrastructure;

Dealing with waste is at the end of the value chain – One challenge to overcome with regards to accelerating uptake of anaerobic digestion and biogas is that upgrading to best practice waste management is often not a top-level priority for an operation in a competitive business environment; – Waste and waste water management is literally at the end of the production process at site and is often considered primarily from a compliance perspective as opposed to a value adding perspective; – As the economic case for anaerobic digestion and biogas continues to become more compelling, this barrier is continually being overcome;

Expand

Waste can also be at the start of the production process if crops are damaged, farmers have no where to put damaged production because no one will take it so they just dump it to rot. This is why Bioenergy is important, especially for farmers. It gives them a eco friendly option for waste and we'll happily take it away.

Reference
https://www.tiktok.com/@ronszen/video/7153363451857898754?is_from_webapp=1&sender_device=pc&web_id=7152867393067795969

We can say all the positive things we want about Bioenergy but this stock has gone from 0.20c to 0.065c in 1 year. Investors are drowning and management need to pull their head out and start performing to get investor confidence back. And when I say start performing, I mean immediate action.

No.	Vol.	Price($)
1	112000	3.8¢

No.

Vol.

Price($)

112000

3.8¢

Price($)	Vol.	No.
4.3¢	9999	1

Price($)

Vol.

No.

4.3¢

9999

No.	Vol.	Price($)
1	112000	0.038
2	87810	0.037
3	63264	0.035
2	29000	0.032
1	250000	0.021

No.

Vol.

Price($)

112000

0.038

87810

0.037

63264

0.035

29000

0.032

250000

0.021

Price($)	Vol.	No.
0.046	65663	2
0.048	54883	1
0.050	72686	8
0.053	100000	1
0.054	8000	1

Price($)

Vol.

No.

0.046

65663

0.048

54883

0.050

72686

0.053

100000

0.054

8000

(20min delay)
Last 4.3¢		Change 0.003(7.50%)		Mkt cap ! $9.276M

Open	High	Low	Value	Volume
3.9¢	4.3¢	3.9¢	$6.392K	161.0K

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