Member Info for EyeGuy

Yep. Market slow to catch on

They own 30% but it’s an advanced project at BFS stage.
So their % carry should be worth multiples of this mcap.
Much better news than before when it went to 0.45p

Trading well. Many blue days ahead imo. Perfect set up for aim

8p today possibly

JDA is binding. That's why many aim co's cant conclude. Major derisking event but also the details of which are probably far more complicated than we can imagine. All parties have said nearly there

probably will be. I am happy today. Will be lots more blue days coming now imo

Hardy- a lot don't really care whats happening by the minute. This has taken years to get this far. Sure I can wait a few more days

told ya. 6.8p to buy. Likely lots of blue days coming as folks take positions for JDA. very happy today.

The risk with these companies/projects is them not going ahead. Hence going to JDA is a huge derisking event which will likely be reflected in the sp.
Today we have been told it goes ahead even though they haven’t signed.
So likely this will continue to trade higher.
Target 20-30p post jda

Placing shares. This set up is better now because it can clear the overhang before jda hits.

Perfect set up for 9-10p over next few weeks before jda hits.
Lovely

No material delays likely should mean any day from now as the target was end of April.
Having GE and CMEC on the rns too reaffirming commitment. Plus talks with Moz highlighting importance.
If anyone complains about this rns they are not really investors imo. We can now build from here in terms of sp.
Huge vote of confidence

Brilliant news. Market needed to see confirmation that all is well.
CMEC and GE confirmed on the RNs that this goes ahead. Let the re rate begin.
Chuffed to bits

Lurker5- filtered. Argumentative tripe for years.

Old badger- possibility yes. CMEC and GE would not be involved imo unless they saw much higher value. If indeed CMEC and GE took out the project then they would need the coal too so that won’t come cheap.

No thanks lurker. I’ll stick to my own research thanks. I whacked a lot of cash in here sub 3p when you were plastering the board with negativity so I’ll stick to what I think. Sure you understand
Atb

For balance - broker note from 2017. The plant is different now but still 300MW.
Hybridian think a 10% stake in the project worth £50 million based on EBITDA predictions.
So 30-40% carry worth £150-200 million.
Scaleable 6 fold.
So in a few years NCCL’s stake could well be worth £500mill to £1 billion. JDA ties this up.
Don’t believe for a minute that this won’t re rate on JDA.
CMEC and GE wouldn’t be getting involved if there was not a substantial amount of cash to be made.
They wouldn’t be touching this if their stakes were only worth £20 million would they?

happy waiting. Should be well worth the wait when it arrives.

Looking good guys. One of my picks for 2019

Jda value here is immense imo. What people say, don’t say, post or don’t post makes bit a jot of difference.
8 years of work and we are almost there. Billion dollar project and re rate imminent imo
Dyor