Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Cheers Stokey much appreciated. I recall triumph have a ship currently being built in Croatia, so they must have some avenues. Although I understand why it's not in any forecasts - it's more of a very nice cherry that may be on the cake at a later date. Thanks for the recap chitta, JW also said he spoke to Boris last week reminding him of his appledore pledges. Time will tell, let's see if so moves at all today :)
Stokey 12- £5m-£800m Annually is a bit of a range, don't think I would get away with presenting that to the BOD LOL
Jabido In relation to your 20.15 post of yesterday the issue would appear to be financing with Triumph looking at a mix of debt and equity. It is a worry that the contract and related revenues are not factored in the forecasts. If the finance is sorted then the impression I have is that a contract will be concluded the question is when.
I agree with your impression of the presentation even if the Triumph contract is delayed then there would appear to be sufficient other opportunities in the renewables area from fabricating to compensate. I noted that once all sectors have been engaged the projected annual revenues is in the region of £5-800m. This would depend on the blend of the work.
Hi jabido, have respect for all lth, not looked in depth at past co activity tbh, hope future good for all
Hi stokie and all, I joined 5 mins in so missed the LOI bit, care to elaborate? By the time it got to my questions he said he'd pretty much answered the triumph part lol. So, did the answers give u confidence we will land the LOI?
My interpretation of the roadshow was again, lots and lots of potential contracts, but we just need to get them over the line. Potential for renewable work alone is absolutely huge. I'm not completely satisfied that they have been in a closed period for so long and in my uneducated head the placing would have been an ideal opportunity to purchase some?
So, infa is a great opportunity for anyone buying now in my opinion. The experience of being a lth still however leaves a decreasingly sour taste. Here's to a good future for all!
Thanks Stokey12, much to consider but low entry price, might still be tempted
ladni In relation to your 19.45 post it is the most significant potential contract so far and could only be potentially eclipsed by the FSS tender if that one ever goes ahead. Therefore if it is not landed INFA would need some large fabrication contracts to land to compensate. I was not actually expecting the question to be answered. I was expecting a more non committal answer.
Stokey12 are you concerned about this potential contract? Been reviewing RNS info
Lots of potential revealed but bit of a lacklustre presentation
Just my luck but today was he only day this week that I'd other commitments that i couldn't get out off, so i didn't get to see the webinar.
Does anyone know if it's available to watch elsewhere or maybe I'll just have to wait until it hits the Infa web page ?
Thanks
Please elaborate on the Subsea LOI
I didn't catch all the webinar.
Thanks
An interesting webinar I note that JW got a bit prickly with a couple of my questions. I found what he said about Triumph very interesting. I would not be surprised if the June deadline is not extended,