Member Info for aerial

ha

Could we see blue in the next 14 minutes

LG
One of the guys on the right was the nomad, but the one doing most of the talking was
Tim Metcalfe. I thought Jeff Malaihollo was very clear in everything he said. And yes
Rufus definitely lit-up when he spoke of the Powerline Financing!!

LG
So that was you that slipped in and out like a Saharan breeze! You sat next to JohnZ.

MT
You sat in the seat that Seanj previously occupied, so missed him by a few minutes.

that with three power projects, RNS'ed Flagship PPA conclusion soon!

Should we be absolutely f****** flying!!?

........

Bid 3.8p Sells continue.....

No one buying for the 4.30p pittance Asked currently

Also mentioned was that Rufus and the bod are talking to (I think they said) half a dozen companies re orders, ceramics and cement companies amongst them.

Also that we are the only coal miner in that part of the country, and the nearest competition is in the south, so rates are (although not premium) are within a few $ of the norm.

Also that they are not giving any coal away.

Also Kibo are now an Energy company and have no intentions of retailing their coal

Also the fact (apparently) that to build a power plant you first need to dig the stuff up to fully understand the calorific values. We were told any old coal won't run a power plant, ours will! (OURS WILL)...

Also the 300MW Option.

173mt Full ML etc etc...

Atomicrain
No one, but no one is happy with the SP! and there is absolutely nothing we can do about that. After today's chat with JohnZ MT and areyousure it brought a slightly different perspective knowing just how much others are down, and we're not talking the odd £10, £20 or £40k, some very serious amounts!!

I'm circa 80% down. If I reached my average tomorrow would I jump,.....possibly, but I would most likely put a stop in place and look at it again later if I didn't get stopped out.

One thing I took from todays meeting is that the lights won't be going out any time soon imo,.. BUT please dyor!!

brightspark
Yes, I think it was the guy sitting next to seanyj (from the iii bb)... He asked if Rufus had bought shares and Rufus said yes he had (with his own money) 3 million I think. Not a lot, but more than Sally when she was in place, she said she didn't have any because she couldn't afford them. I'm not 100% but think we knew about Rufus's share as they are recorded.

Atomicrian
No you're right, and I really didn't expect anyone to. My biggest concern the bod have no control over, and that's the SP,...atmit the only thing I am worried about.

No point manning from your armchair, we made the effort and could have asked, and did ask anything we wanted, plus I'm not angry!

seanj
Raising money, the falling SP and the lack of communication were some of the concerns covered. They noted the comms concerns, and as much as they could the rising of funds, the SP is something they have no control over.

They did say it is their hope and internation with revenue streams NOT to have to go to the market, BUT if ever they do then it will be offered to the invested/market and not just institutional investors (of which we do have some)...

'Dan will continue to work with the Company in an advisory role as Chief Strategy Officer for a further two months'

Life's too short to worry, sure we'll find out in due course!

seanyj
Shame you left early as four of us went for coffee, and it would have been nice to have had a chat with a clearly serious investor like yourself.

Overall?..... Same as every year. Nice chat with a few snippets. I like the bod, and apart from the rare wobble I am an advocate so I'm not the best person to ask, but I go because I like to hear what is being said straight from the horses mouth, and like to look into their eyes! lol (wired).. Seriously though, you can't judge a person or situation by reading about them/or it imo

Atomicrain
The new infrastructure/power line etc terminates at Sumbawanga. It was suggested
that this is no coincidence, as if Edenville were not there there would be no need for
a power line at this inhospitable location.

Good meeting. I think seven investors and nine or so edl so.

A few snippets, and an insight into what’s currently happening on the
ground which I’m sure will be covered when the others get home.

Shame so much time was spend covering mms and unrelated stuff.

Nice meeting some of the invested though

and all the bod... :)

Sausage
Think you’ll find it’s going to be just another AGM. As always with a few personal questions and answers.
Doubtful anything will change as a consequence of today’s meeting imo

Boffer
Ha I’m sure you don’t mean that

I’m there, the masses haven’t arrived yet.

Doubt I’ll see Rufus as I’ll be leaving once the meeting starts

Lovely day for lunch at the Ace!!

Sausage
Like many I'm not happy being mislead by the couple of badly thought out/over optimistic RNS's and the communications drought, but I'm not going to ask any questions this year....

Look at what Kibo have now and their almost sitting on a 52 week low!?... Very very much is down to the country (clearly not all) they are working in. Not likely to be 2nd world in the near future I imagine.