Member Info for bottom_feeder

I listen to him..... and everyone else on this board. I don't see the point in filtering anyone as you never know, they may come up with a gem of information or wisdom. In my view having a 'counter' view or obtaining 'local' knowledge, even if biased' is still information. It's up to us to process and ignore if required.

Personally, sometimes information others don't like or perceive as biased can help 'strengthen' my position.... or maybe that's just me.

P.S. I don't indulge in shorting. I much prefer short to medium holdings that offer good prospects.

I do however have some shares that a long term, even to the point of being part of my pension pot.

Nothing shiity about it a t all Mucksy. We're here to make money.

Given the current slack of information and status of AFC it my view that its not worth 'currently' owning this share at the current price - given the price-to-risk factor.

If this, or any other board, is solely for the use of trying to ramp a share up then its not doing its job.

The purpose is for everyone to give there view on whether to buy or sell and at what price.

Hence my view is just as valid as anyone else.

By all means provide evidence or information to oppose my view. You never know, you might persuade me to by in earlier; however the caveat is that there is ABSOLUTELY NO NEWS or GOSSIP regarding where this company is or any rumours kicking around about potential news that could trigger a good return.

Until then I'm playing the game of seeing if the share price lowers.

It good news comes out and I 'miss the boat' then surely that's my loss ?

Hi Myo,

That PDF is a belta of a read. Only skimmed it so far (number of pages in the Reference section is impressive).

thanks for continuing to supply primary info for us newbies - much appreciated.

Looking forward to this dropping below 4 and heading to 3.

Might actually be worth a punt then :-)

Hi NFL,

I do appreciate your posts (although others don't) as it at least gives me something to consider. However, I can't see how you St. Antony post and the embedded link actually relates to AEG in this regard. Nor can I find any reference to a 'Miychelmore'.

Can you clarify the connection and how it affects, influences or correlates with AEGs decision of preferred port please?

Spot on Luke :-)

Not only is it a lovely 'Cyclic' share but its a fantastic opportunity for a longer term investment in something that will aid in some way towards future Food production (given that the current 7 Billion world population is expected to increase to 8 Billion by 2040+). Current estimates I've seen is that food production is expected to have to increase by up to 70% within 20-25yrs - so if Poly4 lives up to its studies and capabilities then its surely a great thing.

Yippee!!!

My Isa was finally transferred after a few more phonecalls :-)

Was able to top up after lunch - you beauty!!!

I'd love to attend a pound party :-) - but may have to wait for that one

Hi BumbleB,

I wasn't inferring that the Micro-grid (FEED) project wasn't ongoing etc.

I was simply pointing out that there is no knowledge around the site. As I distinctly said the 'most likely' thing is that it will be behind closed doors until the unveiling.

DW, you always are sarcastic. The words "duck" "water" "back" should suffice me thinks.

However, I find it strange that I post what is 'positive' news .... and you 'attack' as you always do.

If you don't post anymore... seems you do when its to bash someone.

P.S. Not being sarcastic at all..... just truthful.

My source is simple

Klunk has clarified the Micro-grid system.

As for people onsite and others on here suggesting they want to go see but the site is secured.

I din the most obvious thing of all..... I looked on Google Maps to see what companies are on the site.... then phoned some up :-) :-)

As far as I see it anyone who can simply 'see' the AFC worksite can certainly inform whether people working there etc. It's not privileged information at all.

So it looks like there's work ongoing. As I siad others onsite either haven't heard of the Micro-grid project, don't care or its being done behind closed doors (more likely).

So the good news is that AFC don't 'appear' to ran out of funds to pay staff yet.... unless they're working free (doubt it -- but I have known some small companies do that as they try to take off)

For those interested there are still plenty of AFC engineers/staff on site and working away.

Although AFC is supposed to be installing a Micro-grid onsite there appears to be little knowledge of its construction or proposed intended use onsite.... but this could simply mean they're not aware of it at all.

Thanks TBL,

That seems to fit in with the End of Q1 or mid year projections for ST2 completion. Here's hoping for good news in next 4-8 weeks - preferably later so I can buy more at a lower price :-) :-)

Hi

I know its a bit of a side topic but I wonder if anyone has any idea as to when the ST2 funding round was 'scheduled' to be completed by? Info seems to refer to be by end of Q1 or mid year.

The share price is starting to rise slowly and I'm a bit worried that this implies the potential 'cyclical' rise is starting.

I've been wanting to transfer a cash ISA into my share account to make a nice top-up of my SXX shares but my current cash ISA provider is delaying endlessly (seems to be a common problem with ISA and Fund providers trying to hold onto your money me thinks)

Given ST2 funding isn't in place yet, does anyone have an idea on SXX ability to continue funding and for how long? What do they have in reserve (if anything)

A mixture of debt and dilution works for me as best of both worlds :-)
just depends on the ratio and if/when SXX implements future buyback mechanism.

Cheekyboy,

Thanks for the clarification.

I see on his LinkedIn page that R.S.Kelly terminated his role at AFC in 2015 - Guessing this was a very old article that Greenfish was refering to then :-)

Hi Greenfish,

The Korean article you provided a link to has the following statement:-

"It quickly became apparent that Intralink would make a significant contribution to our business needs in Korea."

Robert S. Kelly – VP International BD, AFC Energy Plc

Who is R.S. Kelly???

I can't find him registered with AFC at companies house so I wonder if this is actually the AFC we monitoring?

In particular he refers to his position as "VP International BD"?

The only mention of an R.S.Kelly at Companies House is with a company bearing his name - "R. S. KELLY ASSOCIATES LIMITED"

Any clarification most welcome

Thanks Midmod.

I did some more trolling through the Sirius Investment Proposal and found the clarification on page 22.

Q4 2021 1st Polyhalite then mid 2024 to hit 10MTPA production. I don't see any mention of 20MTPA but if they can reach that then even better.

The thing I love about this company is they really do provide Investors with updates and keep progressing at a rapid pace; such an impressive company with clear, realistic, achievable goals and milestones.

This is definitely a 'Keeper' - one stock for my Pension fund :-)

Hi Myosotis,

Thanks for the link to the Look North evening news presenting the SXX tunnelling progress - excellent insight.

I am curious though regarding around 14minutes where they say that 'full production' is expected to be around 2024?

I know the Sirius Website states that their goal is "First Polyhalite" in 2021..... is there any further info as to the perceived difference in the production levels, or is the Look North article misquoting slightly?

Maybe others can clarify?

thanks for the wasted links Prevost. can't be bothered clicking them..... they might scare me :-)