Member Info for DrMaccers

Bravo to all involved from the BoD to Gov NFL. They timed the delay to coincide with the market correction literally to the day. They couldn’t have got it any better.

exactly

The MOU is subject to formal contracts being finalised between Active Energy and YLF. Under the terms of the MOU, it is proposed that Active Energy will sell an advanced, organic, enhanced soil, able to replace peat or compost with an advanced manufacturing facility that utilises its proprietry PeatSwitch technology, to YLF, which owns and operates a lavender farm and essential oil distillery located near Mona, Utah, for a total consideration US$3.4 million. The payment is to be made in four instalments co-ordinated with contractual milestones, beginning with an initial deposit payment upon the signing of the MOU for immediate engineering services.

They are getting millions from YLFs

Im unhappy when non holder tossers pop up and try to spread misinformation and claim that currently people are illegally selling a fictional placement as you suggested. That is a lie

This is no cash call coming. You are purposely spreading misinformation. That is disgusting

why don't you quote the bit where they say they'll have gash and resources for 1 year.
Spreading misinformation is a criminal offence

no

Shareholder returns is his job. 52 week low is what he’s delievered. So he needs to buck up his gane

Id often have told out yesterday (or earlier). But often if you are right then the rise does happen. SQZ today replaying the faithful.
Double figures for xmas still a distinct probability here.
Although how Michael Rowan his overseen this fall to 12 month and nearly all time lows is disgraceful. Be nice to see him on any media apologising for it.

So 24hrs on...
Yesterday was perhaps my most disappointing day on the markets. There has been many false dawns on this NF deal and yesterday represented the 4th update since july to say its coming. I know a lot of investors were lead to believe there would be clarity during RGS visit to NF and felt badly let down when that didnt happen. The SP reflects this to some degree.

HOWEVER!
The deal is very much on and seems to be in the very final strokes. Who knows what the provincial gov have been up to but everyone involved from Mayors to Ministers have changed their tone recently. The deal will be done soon. It is worth $250-500mill to our balance sheet and somewhere around $10mill+ in profits a year. All this for 2.2p or £22mill mcap is simply extraordinary.

We will have money in the extremely near term from YLF deals.
We will have results from the MUN Peatswitch trials to show its the best for your crops
Once the NF deal arrives we get funding package and off takes
We will also then get Alberta deal and any other forestry deal they've been working on that is replicating the NF FMA.

So - highly annoying delay and the fall in the SP under the current management is a disgrace! But im not selling and the lucky so and sos who can buy today at this price with all this knowledge should be jumping with joy

Is at about 3.25p. Nice big premium. Maybe they think they’ll get even more than that soon???

We know who the seller is but they’ve cancelled shares so concentration rather than dilution overall

Drift is 90% due to the 20mill sake at 2.4 or 2.5

I liked this line about Peatswitch too

Advanced testing programme close to completion including production in volume, shelf life and specific IP/Patent registrations for five initial species including a lavender-specific substrate blend

Polish utility off takes. Utilities are massive massive companies

This little pearl for example

The joint venture partners have now acquired various off-take agreements with a number of Polish utilities in anticipation of the delivery of the SuperFuel™ product. This will provide the platform for the commercial development of both CoalSwitch™ and SuperFuel™ in Europe, beginning in Poland.

https://www.releases.gov.nl.ca/releases/2018/ffa/0928n02.aspx

Its been posted before i think but worth another read...

Quote
“The Provincial Government is involved in a range of exciting forest ecosystem research projects balanced with new, potential commercial opportunities, such as technological advances in biofuels and bio-material. Displacing fossil fuels for heat is not only good for the environment, but also for economic growth. These and other initiatives will increase our knowledge of climate change, biodiversity, forest management, and best practices, and ultimately contribute to healthy, productive forests and economic opportunities for Newfoundland and Labrador.”
Honourable Gerry Byrne
Minister of Fisheries and Land Resources

Certainly sounds like they are wanting AEG doesnt it...

It’s def a sell mate

I would hasten to add these are highly speculative numbers.
I’d imagine NAV of the forest on our books somewhere $250-500mill
And profit per year somewhere about $10-15mill

So...
For whatever reason the SP is down in the dumps. Lots have sold out given the long wait we've had. The 20mill sell at 2.4 didnt helming giving the MMs plenty of shares to sell cheap however...

The NF gov have constantly said how important this project is to them, it really is. The locals of the GNP want it desperately and clearly AEG do. We are working with international governments across the globe to get CS/PS/Superfuel up and away. All tweets from RGS have been overwhelmingly positive. So there is no reason to suspect a bad outcome here apart. The time taken has been highly annoying and has aged me by years but its finally about to be over.

The amount the NF deal is worth to us immediate and long term is up for debate but it is just mega and confirms the entire business model. NF wont give the forestry if we don't have funding to do it, don't have the infrastructure to cut and process or don't have off take arrangements for the entire CS produced for years to come. In short, the NF RNS will be the prelude to a number of RNSes that have to be in place for the first one to happen. Exciting time approaching.
Sell now? Not on your nelly

It’ll be coded as a buy but it’ll be a sell.

Finger in air, 850k