The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
not much to add in this clip apart from attending cop, becoming a bit repetitive.
https://*********************/media/atome-energy-ceo-banging-the-drum-for-green-ammonia-at-cop28/id/19578
Baker Hughes has entered into a lock-in agreement restricting the sale of any of the Subscription Shares until 31 December 2023 and ATOME has granted Baker Hughes
Nearly 2 years down line can buy less than what floated at, great investment
Nikita agrees
https://twitter.com/atomeenergy/status/1722524519028384074?s=19
A new fuel source could be used in vehicles in the future with experts calling for more research and development to be done.
Ammonia is a zero-carbon fuel and has been touted by some as being a suitable and sustainable alternative fuel for the future of transport.
Major new fuel source ‘shows great potential’ as alternative to petrol and diesel (msn.com)
These guys are great at investor comms which will help the SP as milestone progress newsflow comes in.
I guess the big significant announcement we should have before Christmas is financing and offtake agreement for Paraguay, which will show the full project economics.
Exciting times! I'm trying to add small amounts on dips.
Tsunami of political will behind Atome to make this work. The international credentials will raise Paraguay’s global standing.
Tax free zone, new carbon credit law enacted in Paraguay this month is also expected to add value to any credits produced locally.
https://www.proactiveinvestors.co.uk/companies/news/1031480/atome-energy-moves-towards-final-investment-decision-on-paraguay-s-villeta-1031480.html?viewSource=TwitterUK
Happy days, confident update from ATOME on its operations in Paraguay reflects on the ground progress with environmental licencing secured and carbon credit potential identified for the 145MW Villeta phase 1 project. Progress towards final investment decision is tangible and tax-free status close to sign-off. Beyond Villeta the company is also making progress on its phase 2 300MW Yguazu project.
All from there joint brokers, will always be positive,
Analyst research, some locked.
https://www.atomeplc.com/investors/analyst-research/
Debt financing component is key moving higher share price wise, seem confident there get it, with out further funding needed from atome
Still heading down,may reach 50p soon.
2 years since float at 80p and same price now
Still think many these green energy stocks non investable, many will fail turn a profit,
EU carbon tax, won't be critical, but it shows sentiment
https://www.proactiveinvestors.co.uk/companies/news/1028503/atome-energy-strengths-highlighted-by-new-eu-carbon-tax-says-broker-1028503.html?viewSource=TwitterUK
Here's a recording of a CEO presentation to professional investors:
https://youtu.be/yH44VtMzsbc
Atome get a mention in this article.
https://www.schroders.com/en-gb/uk/intermediary/insights/will-there-be-a-green-hydrogen-market-in-a-decade-s-time-/
Hello all, I've just read about Atome and bought in.
Hoping we have some good newsflow over the next quarter, particularly:
- Villeta investment decision confirmaton & offtake agreements
Once project finance and offtake are in place we should start to get visability of income for Atome for SP models.
It could really start to take off soon, with significant growth if they can deliver operational milestones as quickly as they suggest.
Fingers crossed.
Cheers. Hopefully more than a five minute pitch!!
Morning. Webinar with ATOME CEO Olivier Mussat next Monday (25th Sep) lunchtime from 12.30pm
Registration link is here
https://us02web.zoom.us/webinar/register/1616952051743/WN_vl7BIqjfSb-uos645Wy5Hw
Timing on this tells me they have news. In a good position with more talk about the importance of 'Hydrogen' and how much the resource will (possibly) take centre stage going forward within the bigger picture of our Net Zero targets
https://www.sharesmagazine.co.uk/events/event/shares-investor-evening-london-live-event-270923