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My pleasure Beamer - welcome to the board. You have a very good chance of doubling or tripling that investment in 2 weeks.

This is a gem and it is so under the radar it's sickening.

Now offering over 60p on the bid. Not sure who the MM is pinning this down at 56p but this will go up to a 20% daily rise shortly.

AJ Bell quoting 58.7p at the bid for 34,000 shares. This is going to gap up again shortly. 56p won't hold much longer. I suspect we'll be mid-high 60s by end of the day

Thanks Lord - I'm always on the hunt for news that is buried on the internet.

I reckon SP to breach 100p as a minimum. It could go 150-200p due to the small float but anticipate it would track down once things go calmer

You can all buy me a beer later when you load up today before the MMs clock onto this :D :D :D

https://diariocorreocomercial-com-py.translate.goog/atome-paraguay-s-a-e-7/?_x_tr_sl=es&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc

The GCF website has been updated to show that the FAA (funded activity agreement) was signed on 23 December.

FID is nailed on now. This is incredibly undervalued and these next 7-14 days are probably the last chance to pick these up at sub £1

I’m not sure there were any ‘reasons’ for the delays other than this being a highly complicated and complex process that takes time and management were too optimistic in their timeline promises to shareholders.

When challenged they always blame the stakeholders but I put the blame at their door. Olivier is ex-IFC and should have known better how long this would need to get over the line

Https://casale.ch/fertilizer-latino-americano-2026/

Had small holdings since about mid 2024 but then sold in frustration after constant delays.

Came back in early 2025 once things were far more progressed but have once again been plagued by delays and over promises from the management.

Have accumulated about 120,000 shares now.

How many are you holding?

Agreed. The small float here is very favourable.

What everyone needs to remember here is that Villeta in its own right isn’t massive. But proving that it’s executable and backable by some of the world’s largest and most difficult to please institutions is revolutionary. It will open a whole new world and yes - there will be competition - but ATOME are several years ahead of anyone else in the game and have the blueprints and the contacts. Their ability to go on a repeat this at scale is what will drive this valuation into the several hundred millions.

I’m confident because you don’t get multinational institutions like the IFC, GCF, IDB, EIB and FMO throwing such vast sums of money at a project (and approving those sums) if the project isn’t credible and going ahead.

Those DFIs alone have disclosed about $600m of debt in a project that only needs about $380m to make up the 60% debt target.

Completion on the equity side has taken a lot longer to announce than ATOME suggested it would (their May presentation said it would be done in June or July) but I think that because they’ve been waiting for the debt packages to get approved first as they are likely going to opt for a higher debt ratio as it will increase the value of their 20% free carry on the equity side (and increase ATOME’s valuation).

In my personal opinion, it would take something quite monumental to stop FID from being declared. The question is - how soon can it be done? Even end January feels a bit optimistic given how much there seems to iron out and how slow all the parties have been to date. Another delay is very possible

99.99%

HB - it just makes it easier for Blencowe management as they don't need to do the paperwork every time a warrant execution request is submitted.

By having it approved, the company issues the shares because they’re already covered by the blocklisting, the shares can be traded quickly

I mean it’s not really new knowledge to be fair, and they are a public institution.

They have only ever advertised it as a debt / loan contribution so I was just chancing my luck to see if they were also doing equity as the IFC have done. Unfortunately not in this case

I spoke to the FMO disclosures team earlier - they have advised that the investment is still in contracting (as of today) and the exact financing amount is unknown. That suggests to me that the financial structuring work is still ongoing and we are still some weeks off declaring FID. No hope of anything this week or next, I'd say.

They also confirmed that the FMO's investment is purely debt. No equity element, as we have seen with the IFC.

Not exactly unsurprising, but thought helpful to share here with fellow investors.

Welcome MrInvestor.

I totally agree about this being under the radar. Whilst the fine details are still unclear (i.e. financial structure, offtake pricing etc.) the declaration of FID is now just a formality.

I agree that this should breach £1 on announcement of FID. An easy 'bagger' in the language of the rampers. What many don't realise is that once it does breach the £1 mark (£50m valuation), that means it becomes a hot target for many funds. Most professional funds won't allow investments in companies sub-£50m market cap so once this does get there, expect the small float here to explode. We could see £1.50-£2 very quickly indeed.

Billy3 - the impact on share price really depends on the NPV that is attributed to Villeta by the market. An example would be as follows:

ATOME issues £10m of shares

£10m would buy an extra c.5% of Villeta

Assume the project NPV = £600m

5% = £30m future value

Return is 3× the dilution impact

So it could be a really positive thing, but it all depends how the markets and the large institutions (who will be the ones coming on board post-FID announcement and hoovering up shares) view it.

I really want to see this SP breach 100p on the day FID gets announced. Longer term I would expect 200p once the likes of ATOME Power get legs.

To anyone new here who hasn't followed the company, all you need to know is this:

In December, management issued a fifth of the total share capital at a 46% discount to the share price in order to raise a laughable £300k (!!)

This could well do multiples - it's AIM and nothing ever makes sense - but you should know that if it doesn't, you're going to be bagholding a baby run by cowboys

I know you keep saying this kld1, but that won't stop it from happening. Investors on here - existing or prospective - deserve to know that it's a very realistic prospect, as much as I don't want it to happen either.

My predictions are this:

1) ATOME are going to participate in the equity club themselves beyond the 20% free carry we already know about. This is going to come from an equity raise which could be dilutive but might well be cancelled out if ATOME can demonstrate an improved NPV in the project's value.

2) Copenhagen Infrastructure Partners and Impact Fund Denmark will both be involved the equity club. I previously thought Yara might be included, but I am less confident about that now.

3) I have a feeling that EIB and/or FMO might have lost out on the debt consortium; therefore, they might appear on the equity club also.

4) Whenever FID does get announced, this investor board is going to get filled with insufferable rampers who know nothing about ATOME.

The only one I will bet all my shares on is (4) but I'm quietly confident all or some of (1) - (3) will be true also.