Member Info for Ecclescake

Nikita agrees

https://twitter.com/atomeenergy/status/1722524519028384074?s=19

Tsunami of political will behind Atome to make this work. The international credentials will raise Paraguay’s global standing.

Tax free zone, new carbon credit law enacted in Paraguay this month is also expected to add value to any credits produced locally.

https://www.proactiveinvestors.co.uk/companies/news/1031480/atome-energy-moves-towards-final-investment-decision-on-paraguay-s-villeta-1031480.html?viewSource=TwitterUK

Happy days, confident update from ATOME on its operations in Paraguay reflects on the ground progress with environmental licencing secured and carbon credit potential identified for the 145MW Villeta phase 1 project. Progress towards final investment decision is tangible and tax-free status close to sign-off. Beyond Villeta the company is also making progress on its phase 2 300MW Yguazu project.

Analyst research, some locked.

https://www.atomeplc.com/investors/analyst-research/

GHC

https://www.molecularenergiesplc.com/green-house-capital/

Report out,. Tapir with a 17% COS but if it comes in and only a 5% recovery factor, its estimated the unrisked NPV of the Delray prospects is >US$100m >£8/sh net to MEN.

Spudding is a loose term for the start of the drill, it's prepping the well head and attachments including the blowout preventer. I have the suspicion progress and news flow is being managed in such a way to dampen the traders and avoid a spike in the SP don't be surprised if the rig has a malfunction part way and drill is halted while repair happens.

EU carbon tax, won't be critical, but it shows sentiment

https://www.proactiveinvestors.co.uk/companies/news/1028503/atome-energy-strengths-highlighted-by-new-eu-carbon-tax-says-broker-1028503.html?viewSource=TwitterUK

Atome get a mention in this article.

https://www.schroders.com/en-gb/uk/intermediary/insights/will-there-be-a-green-hydrogen-market-in-a-decade-s-time-/

I guess nothing has really happened to change perceptions. This could be viewed as a transition period from Argentina sucking up at lot of resources and producing very little, basically we've been subsidising Argentina O&G exploration and production. The recent manoeuvring continues with GHC, Paraguay drill is a blind spot, it will help if successful, if its not that will be the end of oil and gas. The SAF project will be a challenge to bring together, Atome is looking extremely promising. Argentina has proved to be a dead-end, but it does look like we're going to survive and prosper.

Another tip from a few days ago

https://www.thisismoney.co.uk/money/investing/article-12498943/MIDAS-SHARE-TIPS-Atome-Energy-dam-open-flood-gates-profit.html

Midas verdict: Atome is at the forefront of the green fertiliser sector and supporters believe the shares should soar to more than £2 in the next year or two. At 82.5p, the stock is a buy.

It's been released several times,

https://www.eurekalert.org/news-releases/980664

There is a YouTube video last year

https://youtu.be/e6EXlgY7Lj0?si=k_yJoBCkJtl1pBIu

FYI

https://www.flatpanelshd.com/news.php?subaction=showfull&id=1694688876

Missed the 🔗

https://twitter.com/atomeenergy/status/1702600618274124169?t=gRXRoiFfjjuILLVtlaow2w&s=19

Learn more about Atome

Raising the rig mast

https://twitter.com/MolecularEn/status/1702318747934142467?t=SdJpxztJK_HCuJvi_RMFMw&s=19

FYI Background to future electrolyser designs and market.

https://www.euractiv.com/section/energy-environment/news/how-us-hydrogen-rules-could-decide-fate-of-eus-electrolyser-industry/

Shell expanding Argentinian oil production.

https://www.reuters.com/markets/commodities/shell-plans-boost-oil-production-argentina-despite-price-restrictions-executive-2023-09-13/

Green hydrogen is favour off the moment and not a lot to choose from, plus FID announcement will remove a huge amount of risk and the SP will respond accordingly 🚀

Not linked to MAL so for background info. We don't know what the aims and objectives are.

https://zeroavia.com/