Member Info for Bananaman2

I would expect more to follow suit in the short term.

Great reminder nealsp

oldtramp. That would be a negative approach from NRW if the conversion provides a cleaner sustainable approach and was not permitted returning the station to coal and biomass.

SAE have been pretty quiet of late but I guess they are trying very hard to get the environmental permit, planning consent, EPC contracts awarded and financial close. Target date for all this is just 6 months away and these are all big ticket items.

Very exciting few months ahead.

DaddyAIM. The cost per KW is around €1.2. The largest order to date was for 1.5Mw for 6 x 250kw power in a box units for a total of $2.2m. You can find this in the RNS from 6th August.

In addition to this they have made sales to 2 oil and gas producers, a further mining operation owned by black tulip, sales of units to agriculture (barn roof) marine vessels in Thailand and Australia. Currently under paid trial are units for refrigerated vehicles. This will demonstrate the savings in diesel by generating power and cutting the cost of idle time.

The list goes on, and the target markets are being penetrated globally in multiple geographic locations.

We do not know how many Mw have been sold in total but expect that it will be at around 3Mw minimum since the end of June.

Verditek need 6 - 7 Mw to break even in a 12 month period. So RR has not done a bad job since taking the role of CEO in May. With a clear target of being cash flow positive by end of 2020. That is some achievement considering they had not sold anything until 22nd June.

Verditek are now being very Conservative with their news but I expect they are working very hard to secure more pipeline deals such as this latest with the Australian mining company. If their were any issues here, they would have not received any of the order especially the one from SAF which was used for a government project in Pakistan.

However small an order the latest was the significance is in the repeat orders they will receive which is mentioned here as up to 2Mw. Dont need many of those each year to make a tidy profit. And the MCap is just £24m. Probably less than the turnover will be from July 2020 to June 2021. Ridiculous!

JV from 53 minutes

https://twitter.com/StockBoxMedia/status/1309414471106990081?s=19

Sorry if posted already !

https://twitter.com/StockBoxMedia/status/1309414471106990081?s=19

Haha, nealsp. I see you had posted this on SKIN.

Anyway. Very interesting that Mr Mir is interested in such companies. I am of a similar view that these 'environmental' companies will offer the greatest value moving forward. Its a shame the market has gone COVID mad but surely soon enough it will wake up and return to VDTK and similar.

I am also invested in PHE, EQT, SAE and AFC. Mr Mir mentions PHE, personally i feel that of the 4 mentioned here, PHE offers the least value and EQT offering gasification equipment likely to be a better option with its large projected pipeline.

Currently well positioned in that sector ad very good to see analysts/chartists such as Zak Mir taking a keen interest and expecting value to appear in this sector.

Just need the market to realise that the biggest thing at the moment is climate change and perhaps not COVID19. We can learn to live with COVID but Climate Change need tackling now.

nealsp. It is the wrong board but none the less very interesting.

I did cry the other day. Market knocked tens of thousands off my PF. Actually shed a tear.

Have remained in and I note that when I buy a stock its with conviction. I really like the potential in KAT. This has a long way to go yet.

Today's rise is speculative but when the inevitable lands we will see much more.

Blyvoor and Haneti are worth a fair chunk of change

Yep. It certainly was. 0920

https://twitter.com/KatoroGoldplc/status/1309407310196944897?s=19

Finance ready !!!!

I appreciate they have set their own deadline of end of September. I just don't think we should get over excited about that date.

The funding will be closed out but there may be too much emphasis on this being reported by Wednesday next week.

I am not making excuses, it is the same for CGNR, but dates can slip, it does not mean it will not happen. I just don't want people to be disappointed come Wednesday should expectations not be met.

Believe me, I want the closure of project funding as much as anyone. Just see too much disappointment last few weeks elsewhere. Now lowering expectations in everything to avoid disappointment.

Good luck all. This has a very long way to run yet.

It should be flying. Regardless of the project funding closure this side of October, the deal will be done providing access to significant value at a mine with permits in place.

Haneti is also a big deal.

MCap is ready to re rate to a more reasonable value based upon assets and access to getting them out the ground.

I would say £30m would be reasonable or 9p plus

Well a £30m MCap would be £1 per share. Quite feasible.

There are not many shares in the free float so this has the ability to move quickly.

I dont like price predictions. The only ones that I find ever come to fruitition are the ones which is I sell out too early.

what recent announcement? Do they mean the one from the 1st September ? 24 days ago?

Recent..........

Maybe. Just maybe.....

I have not missed a days work this year. I work in major construction (client side). We have not closed one site and managed to work throughout by applying the rules, modifying risk assessments and method statement and actively monitoring site safety activity.

This has led to zero outbreaks of COVID on any site and delivery of major essential infrastructure projects.

There is no way we will go into the same lockdown as seen earlier in the year. We are advised to work from home where possible and that has been proven to be effective over the last 6 months. Teams and Zoom have been very useful.

It is the irrational behaviour of the minority that spoil it for the majority. We just got to get on with life and do what we can to protect each other.

We live with AIDS, TB and what ever else. We will continue to live with COVID.

I just wish people would stop being selfish and irrational. Certain sectors will suffer such as hospitality. They need to be inventive like we have in construction. Those that are will make a killing. Those that are not will lose. Personally, I think restaurants and pubs have become more attentive and I love table service.

Anyway. This and CGNR are my market hedge. I invest mainly in green tech but like the look of KAT. Near revenue potential (18 months) and plenty of resource. Funding is the icing on the cake as its dilution free.

Big drop came before lockdown. And we won't go into a lockdown like the last.

People are being irrational again.

If they are not buying toilet paper they are selling decent stock for f*ck all.

This was nearly 50% up shortly after opening yet has finished around 25% down.

How does that make sense ?

What is going on in the markets. SO f**cking volatile. Its not needed. Things were getting back to the new normal and we, as a nation have started to recover and get on with things.

I feel for you on here. Big spike followed by massive retrace. Its not on !

The only blue in a sea of heavy red (again) today.

When will this end ?

day after day of loss. Why ?

What a dick. There are so many other options. Cant just keep sticking up turbines. What happens when there is no wind.

Come on Boris wake up.

I have supported Boris but he is certainly out of touch with how climate change requires many solutions and its those solutions that could make Britain great again and pull us out of recession.