RE: ATOME investment case13 Mar 2026 10:19
Definitely needs some coverage. This was 80p before we even had line of sight on the debt/equity/FID. Surely the equity piece is just a formality - you don't sign a debt agreement with a 30-day clause if you're not super confident of delivering. That being the case, and given the equity was valued at 82p minimum recently, surprised we're not pushing these levels, even now.