Member Info for BusinessOwner

Let’s look at it from a basic business point of view. Could you go to Indonesia as a company looking to break into the energy market and secure an 8.5% holding in a producing gas field with long term contract for 3m. Absolutely no chance. That won’t either cover the legal and due diligence fees. One to hold.

I don’t know why any of you reply. The alias was created 1st Jan. only used today. It’s just a multi alias poster. Has zero to offer. Filter works a treat.

Correction. You joined on 1st January. Your first post using this alias was today.

Brewster. You are excelling yourself. New account 1st January. Never used until today and now full tilt this morning. Not bad. Don’t get your other aliases mixed up. It can get embarrassing

You created an alias on 1st January and decided today was your first post. How many aliases do you have?

They will need one due to holding. Then another if they sell below a certain percentage. Of course they may well still hold them.

There are minimal rules. And those rules that there are, the authorities rarely enforce them. It’s a case of sit and hold.

Last little read with President Prabowo Subianto having pledged to achieve energy self-sufficiency and Indonesia pledging to achieve net-zero emissions by 2060 or sooner, with the country seeking to accelerate renewable energy development, including transitioning away from its heavy reliance on coal as the primary energy source.

https://thediplomat.com/2025/02/indonesia-is-on-the-verge-of-natural-gas-dilemma/

Further light reading. Right time and right place is where we are here. Stable demand, but depleting fields. This is a good, short read.

https://www.woodmac.com/press-releases/indonesia-faces-potential-gas-supply-shortfall-wood-mackenzie-warns/

I cut my teeth back in the day with British Gas/Centrica. It’s rare you get a free run on AIM. Indonesia are focussing on gas for electricity supply. This is as good as it gets on AIM. I’ve also taken 10m on contract signing.

Looking at the size, but not knowing the actual contract deal I would expect a 8.5% holding to be worth no less than 25-30m. I am not privy to exchange contracts and highly likely if they are favourable over the long term then Conrad if they have deep pockets, would be favourite.

I think EME have all the cards. They have a good solid holding. They have money in the bank. They have other interests. I see a buy out of the 8.5% and the company paying a special dividend on receipt with the rest on account to find other activities. Timeline unknown, but my bet is they will have suitors already.

They borrow. Sell and hand back on receipt. Common practice.

Leading on from my last post, I would now be advised in the board to have a full appraisal of their holding and to have it formally valued. This will give them a start point for any negotiations, and also enable the business to value itself correctly. This will have the added bonus of in increase the market cap should the appraisal be favourable.

So, bear with me on this post. This was sort of my corporate world before I retired.

Indonesia is currently actively pursuing a transition to cleaner energy sources, including natural gas as a bridge fuel. With this comes the use and build of CCGT plants which will provide electricity, in basic terms, from the use of gas.

CCGT plants offer higher efficiency and lower emissions compared to traditional fossil fuel plants. CCGT technology is a key component of Indonesia's strategy to modernise its power sector and reduce its carbon footprint.

They are currently building a number of these plants for the future security of power. On the back of that, gas is going to be in very high demand.

A holding of 8.5% of a long term stable supply of gas will be a very lucrative income for EME. My thoughts on this are that deeper pockets will take the 8.5% very quickly to tie it up.

You can make your own decisions on likely MC, but I was normally dealing with companies valued in the 10’s- 100’s million on the back of such reservoirs.

Absolutely. I’ve been in and out of AIM since it started. Learned the hard way. It’s a whole different world now with instant buy sell power.

Now, it’s just a hobby. But for those new to it, just a word of advice from a retired bloke under 60. This is not where you make your fortune. Drip feeding money to your pension as regularly and as much as you can afford will give you a good retirement. This should just be viewed as entertainment and beer money.

P.S. Comek2. I am currently sunbathing, just not on a yacht. This is just a punt money hobby for me now in my retirement.

You will see you can make a half-arsed go at it. For me, I'm looking for last placing, cash burn based on company results. Then you can make a reasonable assumption. Add to that any income etc. This share has hardly any income and almost solely reliant on raises.

As the spike has come and gone, there are two likely scenarios. One (the most likely), it has already been approached to raise more money at a discounted rate (scum bag money lenders will want their coin). It does not matter if it has enough for another six-months etc, it will still take the offer as a a bird in the hand etc...

Two, it may be lucky and have such a good product, that Pfizer or rival come in and fund moving forward. This will be a catalyst for upward movement. Currently it is sat between the two. So on the back of that, it is worth a small punt in case option two comes quickly, but in reality option one is more likely and sitting on a bigger money pot until that happens is the wisest choice.

Thats how I work with AIM. Always expect a money raise, wait for the retrace to raise price, purchase and then wait for news, before selling a spike.

Time in the AIM market is an absolute sure fire way to lose money. Just take a look at pretty much most AIM charts. The only reason they list is to raise money. Time in means dilution.

So, trying to time your buy based on your best assumption of next placing and perceived news is pretty much the only way to make money in AIM.

I’m not really sure what people expect. It’s an AIM share. There are no rules. There’s zero regulation. Nothing is valued correctly.

This is high risk small punt money only. It could have eradicated cancer in entirety, and it would still be controlled to pass the money from punters to people with more money than they can spend.

The only way to keep your head above water on AIM is to sell spikes and never hold for very long or punt small and forget for a few years and hope you don’t get diluted out of existence. AIM is simply a rigged casino.