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1- Remove the equity stakes from the PPG listing
2- Sell new demerged company to MED for shares in new listing
3 - End up with shares in the new PPG shell plus new MED listing?
Win win for long and tat? a partial pay out and they stay on board the gravy train?
It was something i predicted a long time ago, PPG have shovel ready gas sites.
This placing will see the company being demerged debt free and an easy way to buy stakes in many little power projects, something that would make nice reading for a company trying to sell an IPO.
"RE: Still alive6 Jul '20
I have a theroy for a potential buyer of the gas sites.
If you read
“ Various “shovel ready” sites have already been identified in the UK, capable of sustaining gas fired power generators and ancillary structures from 20MW upwards. Financial modelling indicates projected IRRs of 13-16% and NPVs of GBP16-19 million for the initial assets.”
Would PpgS gas Sites come to Mind?"
"RE: RTO?6 Jul '20
Chances are An RTO will be the eventual outcome (subject to cash).
That quote Earlier was from the MAST ENERGY Page of kibos website, they are a subsidiary of KIBO who are completing their first gas plant by year end.
Mast And Kibo have little cash (Kibo just raised £1m for other projects) but they are looking for UK gas sites and there cannot be many around, it caught my eye last week and all I could think of was little old Ppg.
What do you think?"
"RE: The predicted 2p on Share Talk would be nice7 Jul '20
the more i think about it the more i think they are a potential buyer / partner for the Flexgen sites.
Makes perfect sense for them to merge with PPGs assets and if anything give them access to more market money without diluting Kibos primary listing, expands their portfolio. Med is almost certainly a potential RTO target.
It doesnt look like it but i assure you i have some method behind my madness here :)"
itisagame very interesting indeed hmmm
MED RTO here anyone???
https://twitter.com/YakoubYakoubov/status/1319655803717124096?s=19
This could be massive
I still find the timing a bit coincidental, especially after PPG had been dragged out for another 6 months.
PPGs stake demerged from the tradable listing around the same time that Kibos med lists..
Read up about Vela restructuring
Restructure done at 0.024p overthere, sp was ~0.065p at the time of restructuring. Share price zoomed to 0.185p in less than 10sessions
Liquidity event is happening here.
Position yourselves accordingly.
It will be fun fun fun
Good Fortunes all