Member Info for AG1989

Just to confirm, we’re currently on £0.0012, which is 0.12p? Have I got that right ?

Well CET is a subsidary of the state Grid and according to the original MoU RNS with CET it stated the following:

https://www.lse.co.uk/rns/ORCP/strategic-mou-for-green-hydrogen-project-with-cet-kaih08oeeomezkh.html

"CET is a wholly-owned subsidiary of State Grid Corporation of China, the largest power producer in the world by revenue in 2021. The MoU with CET, which has a mandate to finance, build, operate and maintain large renewable power generation projects within and outside of China, is focused on accelerating the development of Oracle Energy's Green Hydrogen Project, which includes the construction of a Hybrid Renewable Energy Production and Storage facility, combining 700MW of solar and 500MW of wind power, and battery storage."

So i'd say yes, the financing certainly will be getting discussed as we speak

state grid’s ****stan chief madam zhang lei - on site with naheed fills me with even more confidence about their involvement with this project, combined with them funding a feasibility study for the project, brilliant stpes

Https://twitter.com/OraclePowerPlc/status/1666712087693864961

This was the first tweet. Naheed on site with State grid and Topography Team

Temperatures hitting 40 Degrees this time of year on our site

https://twitter.com/OraclePowerPlc/status/1666712500119764994

I don’t see the point. Potential news could take us from the current levels to around the 1p mark (depending on how strong the news was of course). Good news already at 1p at this stage would potentially undo any rise.

Http://www.oraclepower.co.uk/wp-content/uploads/2022/02/Oracle-Power-Hydrogen-Prospectus.pdf

Page 5, a more realistic estimate

8,000 people employed, that would be staggering. And the cost will be into the Billions, definitely a LOT LOT more than $25m and a project to be funded by an institutional with almost bottomless pockets. Suits them, suits us & all started here at Oracle Power

It’s definitely desirable, and like you say, and I’ve indirectly touched upon, if the board secure that entire amount, a vast amount of capital from a financier/number of lenders/banks/consortium, you’d imagine Naheed could secure short term funding. For the benefit of the companies day to day costs, and also protect shareholders at the same time.

Rather than non dilutive funding, we may well find a payment of some sort to Oracle Energy/Oracle Power being made, once all connecting JV parties have agreed terms. This would certainly ease concerns, in regards to that element of investing here.

I understand you have your doubts, which is fine. I don’t have doubts myself, just a lot of questions on my notepad which need ticking off. Some of which have already been answered and with CETs more active involvement, this has filled me with a lot more confidence.

I have no evidence for the following statement, but when this was initially announced in October 2021, I am pretty confident it wasn’t just one of Naheeds dreams on paper. And that these talks with offtakers and finances had already been carried out to some extent with these companies, prior to the RNS.

That's definitely my next question for Naheed, I've mentioned this on the Twitter Group. Naheed strongly alluded last time that we will recieve our "Premium", at the beginning of the construction stage, long before revenue. So are we going to be paid a "Finders Fee/Premium fee", for our work in the development and move onto the next. Will we recieve our Fee and a long term percentage/Royalty? Without going into specific values and figures, I'm intrigued to know what direction Naheed will be taking with this.

She did say she wants to adopt a similar model to what we used with Gold, which in that instance, we will maintain 20%, if the JV does go ahead and milestones are met.

TBF LW quite a few have been open about the fact, including yourself that the company have been signing these ongoing, somewhat meaningless MoU’s, and now your questioning why aren’t we using them to raise funds? Do these MoUs carry some more weight than first thought ? Genuine question, not trying to bait.

The fact that nothing is binding with these companies is probably the main factor, and once is, I’d imagine that this is definitely an avenue they will explore. For the projected CAPEX, and a possible multi Billion $ spend, all of this, imo, is far bigger than worrying about the next dilution. You seemed pretty content with Naheed not shirking away from the issue about fundraisings and dilution the other day.

I think the continued fundraisings and dilution, long term, will be a drop in the ocean in comparison to the grand scale of the Green Hydrogen Project, and the rewards we will benefit from that

Naheed may well be working on this in the background.

It’s the realistic idea that one morning in the near future, we will be sat on a £4m MCAP and we will have secured the funding to begin construction and give Oracle a free carry moving forward on a project worth multiple multiple Billions in Revenue.

Yeah definitely GH. I’ve been in many companies before, looking at £100-£200m mines, looking for a respectful NPV and life long returns from certain projects. But this company intrigues me more and more every time I read into it.

If they continue to build the partnerships with these powerhouses that they are and getting our name out there, a lack of interest from PI’s will be a nice problem to have. Get your tickets to the show, at the start of the development curve and sit back and relax. Right now, it’s not the share price I’m interested in, it’s the MCAP. it’s the £4m MCAP and the upside from here.

That’s why it doesn’t really knock me for 6, having bought as high as £0.0040 and being 75% down on that particular purchase. Because at that time, we’d have had a MCAP of around £17m, and from that £17m I saw a staggering upside. Now it’s down at £4m MCAP, that upside to me, if anything, looks even greater.

I got some good advice on an American Nio board 2 years back. Never use any kind of investment APP or website, as an alternative to a banking arrangement. And by that:

1)automatically assume its risk free, and your value is secure

&

2) Expect to reap the rewards when the time comes for the share price to fly.

Your research and in-depth knowledge of the company can play a role in reducing the risk of losses,certainly, but even then, there comes further risk, risk you may not have anticipated.

DO your research, set a goal, average down, load up, think of an exit price and adjust accordingly. I hold no loyalties to Oracle Power and will continue to judge them on their actions (for better/for worse) and that will define how my investment here, pans out long term.

And if still on track, within the next 3 weeks, we should hear the initial results from the Thyssenkrupp Report which I’m very excited to Read.

Each to their own GH, but I’ve been around long enough, as have you and a lot more to know that this price action isn’t uncommon in this market. Manipulation/no manipulation, I really couldn’t say or speculate, but the price action doesn’t really surprise me.

The GH results, which are the bread and butter of the GH project have not been published. There has been no financing secured, or binding agreements. You’ll see big, big volume in the near future, imo, once these have been confirmed.

Just to reiterate, I’m a big, big believer that this has the potential, like Dr REM pointed out before, to generate some of the biggest returns this market has seen in a very long time, but I’m not surprised by price action, nor does it allude me to think of anything suspicious going on. In fact, I’m pretty contempt with the levels down here I can buy at and quite grateful, but equally, respect your views on what’s happening.

The Mou’s are important to the financiers to demonstrate that the company have thought about, and are progressing all potential avenues when it comes to the project.

Another exciting RNS but certainly, the best is yet to come.

I think realistically, I’m targeting a £200m MCAP+. And from £4m, even that in itself seems delusional, I understand that. But I’m in for the big risk/reward here.

They have an asset at THAR worth multi billions. If they can develop the power project at THAR, and not relocate it to KE’s own land, this in itself would be enormous and the stake alone would transform this company into something we haven’t seen before.

GH, a projected $2B CAPEX demonstrates the enormity and scale of this thing. Then we have the solar project, and Gold

It’s all about bringing each project to life. Can we develop and introduce them without a catastrophic dilution, and at the end, maintain a royalty or percentage in each ? If so, my £200m MCAP valuation could be blown out of the water.

Even a £50m MCAP, or 1.2p share price would be phenomenal returns in this market. 10 X the current valuation. But from a personal stand point, if we did see such a rise to this price in the near future, I would not be parting ways with any of my shares, as I can this transforming into a MID CAP company. If others decide to sell at that level, I wouldn’t blame them. Everybody will have a different strategy and different exit points.

Just listened to the presentation in the sun with a beer 😎, bit like I said yesterday with the RNS, a lot of what we already knew but encouraging all of the same

Naheed is taking more of a stance now about us cashing in, or taking our premium, long before construction is every complete. So this doesn’t necessarily correlate to some kind of royalty or long term percentage from revenue ?

More along the lines of the financier paying Oracle Energy a significant fee for the development of the project, and that company (CET for example), taking it forward from there themselves. Will we be left with a small hand in the project, or will we take a fee and move on to the next project ? I couldn’t really say either way at this stage but Naheed sees this growing to a large company as a “developer”, which for shareholders, can be equally lucrative.

It does read slightly better second time around, with the involvement of State Grid/CET. Funding feasibility studies at this stage of the project speaks volumes about their already active involvement. Also brings confidence that both parties working this closely together, does point towards a JDA being agreed. If commissioned, would be one of the largest projects in Asia, of its kind.

GH - That Second point is the big one for me. Joint venture being signed this early on, as the next potential step would be massive news and would certainly give this project, and more importantly Oracle shareholders, the security they need.

Some nice updates in there with nothing massively new. I feel like this update has been forced a little on Naheed with the dive in share price. Rather than announce every single meeting, it does look like Naheed is on with it behind the scenes and doing what she can to progress. We roll on.

Nice to see the active involvement from CET too, even though all they’ve signed in an MoU. There’s clearly deeper interest.

Yeah it’s done nothing but pour it down. So between drinking and watching the Rain, I’ve just logged on. The volatility isn’t great but yeah it does ease the pain slightly when I can pick up 10million shares for £10k. I’m happy with this approach and won’t let the volatility judge my investment here. What will change my investment strategy (in a positive or negative manner), is all business dependant and understanding whether or not the board can deliver. So far, so good with GH as we approach a very crucial stage with the DFS, and as an extension to this, funding.

A 1p share price long term could yield £200,000 for me with a MCAP of around £35-£40m. I can see potential into the hundreds of millions here, so a huge RISK/REWARD with plenty of factors to consider.

It’s not nice buying and seeing your investment decline days later, but my goal is to build a pot of 20 million shares over the next 12 months so I’m relatively calm, as it stands.