George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Rowan is not responsible for X Y Z person selling.
The shareprice being affected be selling on no news is not the CEOs fault. The SP and the company are detached.
Now it will be Rowan's fault if news causes the selling, that I'll agree.
Would you be surprised Karny if its a dodgy batch?
In all seriousness. You are right yes.. however from what I can find and how long they're taking lol... This seems more thorough. There are more 3rd parties involved... Etc etc..
I think customers want an up to date result before they buy!
It's hard to not buy more right now...
I agree number 1 risk is does it work.
But the fact is that large investors being tipped off so they can get out early. And it ends with retail being burned... It's not unheard of... Let's hope not. But that's stopping me from wanting buy more!
And HKU NCDEQ are yet to get emissions data from AEG. I wonder what they're waiting for/ what they need to submit for the additional info?
I still think that will be sorted this year.. that is if the fuel works...
Haha hku yeah maybe I'll be waiting all 40 for that! Maybe it can be a 1 trillion company by then with all the fundraises haha. Joking of course as I'm bullish here!!
And yeah stifler. That's what I mean in the post where I outlie all good that's happened and all bad and yet we're down so much from 1p. Main concern is they know something we dont and have ran for the doors!
On track for the lowest close since 21st December...
We were holding 0.9-1p after the latest fundraise for a pretty long while. We are now almost 50% down from there.
RMDE situation
Lumberton permit situation
Lumber activities stopping
Are those 3 really responsible for a 50% drop when also since 1p we've had
Coalswitch delivered
Max Aitken
Alabama interest
10 samples coalswitch delivered to prospective customers
2nd plant in Maine (taking half profit)
US listing confirmation
Canada patent
There's probably more on both sides that I haven't thought of off the top of my head.
But all of that happening
Does it really warrant a 50% drop?
Especially since Lumberton should be sorted this year using maine data. And the RMDE agreement should be dismissed as we have the Canada patent?
Or is there something else going on?
Makes you think
Indeed HKU... If they already know about that then that's incredibly annoying...
I feel fear is holding down the price. Fear of why they're selling. fear of bad results..
I think back to the AGM webcast Diamond said something about the company being open to many options. One of them being loans. The US government I believe has some good loan schemes for green companies...
They said they've delivered 10 more batches of coalswitch to prospective customers?
And I think there's not much they can do as I think a lot is waiting on new 3rd party verification of the technology. No one wants to put in an order for a dud
I think we need the biggest risk here to be eliminated to take a step up. The biggest risk is test burn results at the moment.
Permit stuff is stuff that should be sorted this year I'd hope...
Would love see a licensing agreement too and maybe a larger order!
Maybe even some news on a larger pacificorp relationship.
So many catalysts coming up.. just got to hope all goes well
I'm keeping an eye every day on the NCDEQ situation. AEG has not given them the additional information yet.
NCDEQ requested 69 days ago for the additional info
I assume this is the emissions data from Maine. Someone here said they think it will be sometime in Q3..
It was yes BioEnergy. But I don't think it's safe to assume this.
I think looking at the overall production price per tonne is better. And I believe in an SP angel research note it was put as 165. It is probably more like 150 with cheaper biomass.
When companies are valued by risk/reward, when a massive risk is out of the way (test burn results being bad). Then the company will be valued higher just like that. Funding for the 20T... My assumption is it will also be done under JV which means AEG have to pay half.
There are programmes by the US gov to help green companies, but I think they involve loans. There is a grant one but when I looked into it. The criteria said the company has to have been actively producing biomass for 12 years or something like that. So it is indeed the elephant in the room. Hopefully (big emphasis on that) they have a plan for it. Still... Exciting times if we get a good burn result.