Member Info for Ctw2014

Good post - thanks Cyril

Oh dear

And there’s our version of the RNS - happy days!

I see this as a positive, removing financial uncertainty for another seven months pending, hopefully, some of the initiatives in their pipeline coming to fruition, being announced, and boosting the share price before repayment/conversion.

It’s an old video.

I think we had probably all accepted that the DFS wasn’t going to arrive today, but it’s tolerably clear, at least in my opinion that it’s close to finalisation/opimisation. Whilst the cash runway is less than a quarter long, and more funding will be required, it is also clear that the plan is to raise those funds “in the period after the finalisation of the DFS” (see answer to question 8.8.2 in the cash flow report) by which time the DFS should, finally, have been published boosting the SP to a significantly higher level. Nobody can deny however that it is frustrating for timescales to be repeatedly given and missed, or that Skelly was correct to predict that the October timescale would be missed. I am still following that carrot though and I reckon I will be munching on it before too much longer. We will see. GLA.

Agreed.

Grabbed another £1k worth at 49.95p - I don’t think this drop back will last long. DYOR.

Yes, in my opinion (and it is just an opinion) the release of the DFS (possibly in draft form at this stage) has already been paid for via the cash call and they are poring over the detail to check whether it needs to be tweaked before being issued publicly. With lithium going up they may feel that they want to re run some projections, who knows, but personally I am in no doubt the DFS will come out soon. Don’t really care if it’s tomorrow or not, although I share frustration with the poor communications from KC. I disagree that it is the same this time around.

I think it’s the NBr resin that is the game changer here, for bulk applications such as mulch film. The latter has only just been launched and actually results in a cost saving, whereas D2W adds to the cost. That is a no brainer for farmers surely!?

Before anyone gets sarcastic about this, this morning’s announcement demonstrates very well timed and savvy promotion in my view, just as the NBr resin is being launched.

I knew NBr and D2W could be used in agricultural mulch, solving the problem of having to remove the stuff from the ground, but pitching it as a fertilizer at a fertilizer conference is genius.

Mick

If you refer to our RNS of 27 Nov 2024 (the illustrated version on the EMH website) you may be reassured. The site is several hundred hectares in extent and our specific site, on the old EPR1 power station site, which has been finally selected presumably with CEZ agreement in Geomet, is a relatively small part of it. Furthermore, there is also a second power station site there. Plenty of room for gas turbines or whatever that CEZ may plan to carry out directly.

Great news, but a bit odd that there is no comment on the cause of the problem.

Both of the two RNSs of 12/09/25 confirmed the completion of the financing to meet the cash call. I think we can safely assume the cash call has therefore been satisfied, given that the raise and refinancing were both undertaken to that end.

To save Dash the effort, I would simply point out that they in fact raised a total of £3.3 million, £2.65m in March and the £650k under the subscription options in May. Without wishing to take sides in the spat on this board, the thing that gives me some hope, as a holder, is the not just the said investments, which were some months before suspension was signposted, but also the forbearance of the banks.

Yes, just caught up with the recording and am very impressed with this deal.

I agree it probably relates to the CLNs but the reference to larger blocks of shares made me wonder if, with Quantum, they are lining up other investors to buy another big block of shares at a similar premium?

Interims!

“Job done” was in relation to getting the interOne out by the deadline.

Very interesting comments on further collaboration with Quantum given the failure of the AIM market to date to assign fair value to the company.