Member Info for Bananaman2

Phyl, best we don't use trade data from this site or any trade data for that. Trades reported as red sells are not sells. The actual spread is 27 - 28. Anything above 27.5 is a buyer. I have done several dummy buys today and have always been quoted below 28p.

I am not sure why the spread is like this but it does deflect attention away from the true picture. Until we receive news the SP will be range bound 25 - 29p. We may have a little break out we may have a little tree shake. But here we are waiting to have the news we want which could literally lift the lid.

Yes, it is a pi55 take of a drop.

Whooshbang, you need to read and understand the RNS. The results of the positive control did not even produce the results that would be expected.

To understand a full in vivo study is required to be completed and present valid results and make a conclusion.

Obviously some invested as a punt because N4P have a 'COVID19' treatment.

It means that even though the intradermal injection did not provide a result neither did the positive control (known result fro comparison)

It is like saying that it was non conclusive and further (different) testing is required. Its not a failure in respect of the fact that the positive control did not do what it was supposed to either.

Shareseeker10. Following the recent announcements of ewerGY financial close and Southport project I think the market has pretty much discounted the US projects for the time being.

MCap is now below the level prior to the announcements so it can only be assumed that the market is discounting EQT in some respect or it just doesn't make sense.

In answer to your question I believe there is a hearing around the 8th October to see if it can be settled. However, there is no confirmation that Aries actually served Eqtec before the 60 day time period. It does need putting to bed but I am now under the impression that its BAU everywhere else but the US for EQT at present and that potential is very large on its own. Much bigger than the current MCap suggests.

Also worth a read and watch of the video link. Demonstrates the potential of tidal power in between the channel islands and Normandy where SAE own 49% of the company developing the site with an initial 12Mw. This is potentially going to be a 1Gw site.

https://www.proactiveinvestors.co.uk/companies/news/219286/simec-atlantis-energy-spreads-reach-across-renewables-sector-219286.html

a year old but very informative

https://youtu.be/-OKEUm7JI1U

Interesting. Starting to see the business strategy and how rolling this out across the world could lead to some substantial revenue with minimal overhead.

As the article suggests, 70 sites in the UK would be £35m in annual revenue over the lifetime of the plant. Roll this out across the world, or even some of Europe's biggest nations and you could easily double or treble that.

Easy to see how once Protos is up an running that things could unfold fairly quickly and growth could be rapid as the planet tries to transition to hydrogen or reduce carbon emissions.

£1bn company. Why not ? Would be more profitable to take some ownership of the plants and then receive revenues from the sale of gas, power or heat. Maybe I have missed this or its one for the future.

OHS. Whatever happens things seem to be hotting up. Volume may continue to rise. Free float is less than half shares in issue and most of them are probably held fairly closely by us PIs. With Simec holding just under 50% I dont think they will be selling any time soon.

The biggest impact in SP may come from the fuel/environmental permit. Planning after that should be a breeze as its only a modific to existing whilst the EPC tender process may be underway with global engineering contractors, closure of that will be an educated decision.

We could also hear of more DCs utilising on site locations and contracted PPAs which is a win win for both the DC owner/operator and Simec Atlantis as they can share the difference in cost effectively getting a higher price for the energy and a lower charge to the customer over the DNO charge.

With this being a potential blue print for future conversions it really opens up huge potential for both Simec Atlantis to own, convert and operate further stations whilst the growth of the NPA partnership will also grow adding significant further revenue to the business.

Not forgetting the Meygen 2 86Mw of tidal power to add to the mix with its higher energy charges due to supplying DCs under further PPAs.

Seems to be a great model for almost microgrid generation with Simec Atlantis as the power generation company but with short lines of supply to the end user. Upside potential is enormous.

This trade data may help. If the link works

https://uk.advfn.com/stock-market/london/simec-atlantis-energy-SAE/trades?trade_set=1&dt_select=1599724800

OHS. At 11.22 on the 10th the spread was 25 - 27p. Sells going through at 25.9 and buys at 26.6.

The fact it was at a higher price than both mid and the actual sell price at that time would indicate that it was a buy. Although it is not clear where the market would have got the shares from below that price to offer them to a buyer ?

At 11.56 on the 10th the spread had moved through 27 -28 to 28 - 29. Although we know that often throughout the day you can buy below mid price and the trade is shown as a sell.

So the fact that the spread moved from 25 - 27 at 11.22 to 28 - 29 at 11.56 would indicate that 475k was a buy.

You can see the trade history clearly on ADVFN and slot the late reported trades in at the relevant time slots.

We will never truly know. Its also fairly irrelevant as either way they have been mopped up and sold on at a higher price or that was a buy that made the price move

telephoneman. Thank you for taking the time to reply. Very interesting business model. Excuse my ignorance, I have not invested on a punt here. My sentiment changed this week due to a conversation and the conviction of others and the benefit of having support from Peel.

When you say royalties of £10m I assume this is per annum through the revenues of gate fees and sales of power/heat/hydrogen or combination of each.

That is what is compelling about this business of turning waste into energy or waste into value.

Really wasn't a fan of PHE, seem to remember them not being ready to produce hydrogen for an AFC fuel cell or something. At that time I thought they were perhaps a long way off but perhaps now they have caught up.

Like your evaluation of ITM. Its great to peoduce green hydrogen but its likely to be a costly process and perhaps energy intensive. If I am reading things correctly, some of the gas produced in the DMG process can be used to power the process ? With the rest exported for sale of a value product.

OHS. The delayed 475k was a buy trade from yesterday morning, as was the 100k trade a buy from yesterday afternoon. The 90k from yesterday also looks like a buy as it was above mid price at the time but a little more difficult to tell.

I have just been through the historical trades on ADVFN and looked at the trades going through at the specific times of the late reported trades and also the spread.

Very interesting to see how they have reported the 475k late today and made it look like a large sell when it was a very large buy.

OHS. Do you think they read these BBs ?

Maybe for fun, but certainly not for advice. Some of these BBs are terrible.

At least we have a good one with well informed posters here. It is the mkst civil and informed discussion board I have read. Lets hope it stays that way.

Heading into mid September next week. It feels like a long month with no end in sight. Having another PF rethink this weekend. Really diversified this week but still looking to more add here. Hopefully I can take some quick profits elsewhere next week and reinvest back into SAE.

You really would like to think so. I just get so frustrated by myself more than anything. Just feel that you get sucked in and then silence, a news vacuum accompanied by the works of TW.

I do have to remember what was emailed to me by RR. The thing that sticks in my head was the fact that he responded to my email even though I emailed the info@ address and his response explaining his intention to make verditek a workd class business.

Just hope we see it unfold from next week. More orders needed. Its week 2 of September, come on.

telephoneman, do you think this could be a £1bn company ?

TW is a 4 letter word beginning with C and ending in T

The letters stand for Tom Winnifrith. He has a very large dislike for Verditek and one of our top chaps ! TW is now running out of ammo and we are now looking for the next leg up which will not be affected by his spurious website and constant battle with Mike Waters (an avid fan of VDTK and reasoned and balanced tipster)

I can't help but blame TW and his cronies, plus the lack of recent news for the share price drop from the recent highs in early August.

With all that rubbish out the way, our leader, Rob Richards is learning fast about how to run and AIM listed company with his on the job training. He is a great leader and has a huge interest in shareholder sentiment and seems to be the right person to deliver the business. He has secured the orders you mention since taking the CEO post in May. He has stated that the aim is have free cash flows by the end of the year and i believe he will do it. We are then fully up an running.

In addition, RR is increasing the capacity at the Lainite facility to ensure projected orders can be met. Current capaity is 20Mw of solar PV per annum. The increase will be 55Mw. He is obviously expecting huge increase in orders over the coming 12 months.

Don't forget the Joint Development Project (JDP) with Paragraf which could lead to increase solar efficiency and a staggering Market Cap for such technology. Fortunately this is not priced in and the business is looking good based just on the flexible solar PV's

Best of luck. Ask away on here. Plenty of posters that are willing to respond.

And it was this that finally made me take the plunge after years of deliberation. Took a dislike to PHE a few years ago for some reason or another but finally made my mind up. Lets hope this does and ITM style rise of the back of recent news.

Long term hold for me. 2nd tier in the PF at the moment but likely to add as I carryout more research.

chestermikeb. We only know about the RNS's contracts and can only assume a total of 3-4Mw in sales from these in total.

There must have been smaller sales throughout different sectors but these have not been RNS'd.

The breakeven was always quoted as 6-7Mw so it would potentially only take 1 biggish order to achieve breakeven similar to that received from SAF.

I would love a proper up to date update and confirmation of further large contracts. Its been quiet for too long and TW and his cronies have taken the edge off this a little but it really has massive upside potential.

Its very close to triggering my limit order. Only had it set to make the most of the drop, didn't think it would get close to it again.

We have to get something to push this back up. Silly prices now.