The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Hi All,
Just adding this message to support Scott’s story, as it is very much true about the investor appetite for Gas peakers.
I work in oil and gas industry and indirectly involved in commercial discussions on similar portfolios for an industrial use and export to grid schemes.
What Scott mentioned is word by word true, renewables have made significant gains and changed the sentiment in last 12 months, our project was at very advanced stage and all investors and stakeholders pulled back their support early this year with same reasoning. Some of the sponsors were industry giants in this capacity.
I understand it is frustrating and have a very negative impact on shareholders confidence, however if investor change their mind, if investor sees high risk based on this renewable shift then Corcel or any other company cannot change that, we all can see what’s happening to MAST share price.
I still believe there is a lot of value added projects in the pipeline for Corcel and the results will be life changing for some in medium to long term window. I am also invested in this share for 12+ months and my position to hold for long term, DYOR.
GLA
Agree Metalhead25, however if you compare our credentials and projects in pipeline with MAST energy then it does not make sense on valuation front, significantly undervalued considering Corcel portfolio and positive development outcomes in recent months on battery metal front (I.e. wowo and Mambare).
GLA
Hi Valueandgrowth,
Please refer to the link below for details on the paper issued by Align research in July’21 on the basis behind ~20p prediction
http://www.alignresearch.co.uk/wp-content/uploads/2021/07/Corcel_Update_Align_Research_July_2021.pdf
http://www.alignresearch.co.uk/corcel/corcel-flexible-grid-update/
https://twitter.com/AlignResearch/status/1458064851700432902?t=gaQf80Lkei7jVsP-2_aeuQ&s=09
Not all five fingers are equal friend, derampers normally turn-up when they fear, there is good news in the pipeline.
Good try, but please share Constructive comments, we know who you are and the attempts you’ve made in the past with no success.
Thanks for the clarification Torre, I take your point things are not as smooth with lease development, but I also think landowner is playing the game to negotiate a better deal as he wants to cash in as high as he can, as he knows the value of this project for Corcel, I agree with you that BoD should have taken Investors including PI on this development, delays like this fuel all sorts of confusion and uncertainty and raise the risk profile,
However I still have a gut feeling that this deal on lease will go ahead but may be with some delays.
Thanks for being open about your discussion with landowner, I’m still not selling this and wait for medium to long term gains as I think the Corcel portfolio is very attractive and their strategy on battery metals and FGS is second to none at this share price and the value generation is only a matter of time.
Market forces are bearish and we more periods of fluctuations during next few months but end of Q3 things will change given the other sentiments building in the background.
I agree with ‘hedge’ and ‘top’. Torre you posted comments on other boards that this share is one of best stock to grow, to be honest my investment in this stock is because of your information you’ve shared as ‘rmart’ on ADVFN and this board, but I was very disappointed and shocked on the information you’ve shared without any backing of source or official confirmation on burwell lease, I must say I don’t trust your comments since then, I still think this share/company will do very well in medium to long term, may be in short term we will not see the kind of rise due to other market factors ( I.e. bearish trend, inflationary pressure on economy….).
Please do not post comments where you don’t have the background information to support with… thanks
Hi Zumore,
I beg to disagree with your assumption that Corcel will not deliver in future as their past is reflect bad decisions, however I think that is not strictly true, yes I agree that regency mines were not on top of their game in the past but I think that is due to multiple factors (I.e. recession, global demand/supply and other political landscape impacts). If you are looking for short term gain then IMO this investment is not for you, I strongly believe this company will deliver substantial gains in medium to long term (i.e. six months to 2year +). The projects in their portfolio are strategically the right choices to build up for long term sustainable business.
I personally think they strategy to utilise FGS as a stepping stone is an excellent choice considering the energy transition landscape gradual changes, at present most of the governments and industries are coming to terms with a sudden shift and focus on renewables after COVID.
Battery metals are warming up and we will see the gears will shift to accelerated mode in next two years, all predictions on Nickel/cobalt and vanadium demand are looking very positive.
I think these rumours cannot dent the good work in the background. The type projects in pipeline needs development time and considering inflationary and other fiscal pressures we might see minor delays but I suspect not to a degree which you are presumably referring too. We as shareholders need to show some patience, there is value in this investment but you need to pay the price of time. Wish you best of luck.
DYoR.
Sorry the link was broken.
Try this link …
https://t.co/Jq438iCF2g?amp=1
https://twitter.com/**********/status/1392096751272800256?s=20