Member Info for bcl42

Agreed SirG. I have added as much as I dare in recent weeks but cannot even attempt to add anything like some of the other LTHs additions.

SirG. In summary, if I had a spare £25k (a small fraction of my current investment) I would add another 10 million. The SP IMO will double alone on the PPA. No advice intended. No ramp. No deramp. No whinging. But as always, my actual honest personal view.

SirG. Given that we know I cannot be given any insider information I can only provide a view based on the tone of my conversation which was very upbeat but also realistic and considered. Here is my takeaway - LC knows he cannot miss another deadline and therefore I am assuming that the Baobab PPA is a done deal. Note the word ‘assuming’. The Baobab deal alone means Moz is a goer. EDM is also definitely looking good. MED by year end is still on schedule and the kit should be or have been built by the Italians. We need to keep an eye on the site. Nothing new, of course, but the jury is now out and considering it’s verdict on LC. All IMO.

Potter why not save yourself some time and just copy and paste the words ‘shorter’, ‘deramper’ and ‘bitter LTH's’ into 10 emails a day here and on the other place. You obviously have nothing else to say. A message to the other open-minded LTHs, I had an interesting chat with the PR company yesterday.

The last time LC answered an unfiltered question from a PI was January 2019.

So let’s get this straight. All those that thought and suggested this was a bargain at any particular price in the past were rampers who deserve to lose their money. Anyone suggesting it is a bargain now is just a genius and general great guy/gal. That appears to be the sentiment on this board and the other foul place. Weird but true.

We wont get anything for at least a couple of weeks but knowing LC perhaps a month.

Yep. They are clearly pooping themselves judging by the SP.

and if he doesn't we will certainly see sub 0.2p again

The only reason is that no-one believes anything LC says anymore. He may well deliver the PPA in the next few weeks but its 50/50 at best and anyone who has held for any length of time knows that.

End of Q3 is actually Sept but with KIBO it morphed into the end of the year for MED but will now be much sooner. Work that one out.

I think you will find it is now ‘much sooner’ than the end of the year. Ridiculous.

‘ the JV Partners decided to set 30 November 2020 as the next target date for the completion of Project Financing‘ - it acknowledges that this is not the last date. Amazing grammar.

It’s AIM. It’s LC. It’s another delay which soaks up more cash. A placing is always on the cards. It’s the only thing LC gets over the line as he has had plenty of practice following years of delays on every project .

They were mentioned as being ‘close’ at the shareholders meeting in January 2019, getting on for 2 years ago. But hey who cares about 2 years and another 2 billion shares?

There is every chance we will still be talking about the prospect of the Moz PPAs this time next year. Every chance.

Kiwi - you will learn. Our projects have had and missed more deadlines than you’ve had hot dinners.

LC needs to go. He just cannot get anything over the line. Why can’t the rest of the BOD see this?

The date in the Chairman's statement was an error!! We are now looking at October. So probably formal delay to 2021 next.

This is now beginning of 4th quarter and not end of 3rd quarter.