Member Info for flundra

Yes I think that's possible.

Seems to be a Eco commission meeting 1pm Monday. Can't see an agenda for it, but might this be the CC bill amendment meeting?

https://www.congreso.es/web/guest/agenda?p_p_id=agenda&p_p_lifecycle=0&p_p_state=normal&p_p_mode=view&_agenda_mvcPath=cambiaragenda&_agenda_tipoagenda=1&_agenda_dia=1&_agenda_mes=2&_agenda_anio=2021

It's clear wind's only going to be a fraction of what's required. And the big players aren't generally interested in delivering it.

https://www.windpowermonthly.com/article/1705900/analysis-spains-wind-industry-gobsmacked-%E2%82%AC25-mwh-tender-average

If the commissions approve the CC bill amendment, it's increasingly obvious that it's effectively a vote for increased hydrocarbon use, in legislation to decrease hydrocarbon use. Nuts. Also, there's no hard data about harm from Salamanca (where uranium's also been mined previously), whereas the WHO have said for years hard data shows there are ~7m deaths pa from hydrocarbon fumes.

Must be a pack of Mosa Meat beefburgers delivered in a green hydrogen powered van, the hydrogen produced by wind powered electrolysis.

Worth mentioning Bynd's up again ~30% today on news of its tie up with Pepsi, hot on the heels of the deal with Taco Bell. Shows the potential and uptake of the sector. It's perhaps realistic to Imagine a similar tie up between say Blue Nalu and a seafood producer in a year or so.

Great RNS, great timing.

UK has to build a number of gigafactories by 2026 producing EV batteries for EV manufacture, to complete a supply chain and avoid big tariffs under the Brexit deal. Saltend would complement that very nicely, as well as being good news per se.

https://www.congreso.es/web/guest/agenda

Not sure about timing, but on this website the lower house agenda gets posted up late in the week for the following week. I'm hoping the date the commission sits on the CC bill amendment issue will appear in advance here. I understand they sit first, before the senate. Can't be far away, so it's high binary risk time with this share imo.
There's an ecological commission meeting tomorrow, but it looks like it's about Filomena.
In principle, there are legal claims, but it's complicated...

Interesting piece in today's Sunday times. A government commissioned review will recommend creating an II owned £1bn fintech growth fund.
Says fintech's worth £7bn to UK and employs 60,000.
Perhaps a role for AUGM here.

Makes the paradox clear that in reality a vote for the ban is a vote for continuing with hydrocarbons, the problem the climate bill's trying to solve.
Hopefully the loudest voices in the debate will be the dying planet and the millions who the WHO tell us die annually from hydrocarbon fumes.

https://www.lse.co.uk/rns/SQZ/ofac-license-renewal-and-corporate-update-tss3na765bw71u3.html

Please can SQZ buy us, put us out of our misery? We don't seem to have any objectives and they like gas "assets that no longer fit the objectives of the current owners"

"We believe 2021 will bring new opportunities to grow through acquisition against a more confident industry backdrop"

IMO valuing the investees in this emerging sector with limited players, is more of a technical accounting exercise at this stage, a necessary evil rather than a genuine valuation for an open market or the real world, and as such is perhaps not the most important factor right now. II funders should generally be thinking in for a penny in for a pound, and participate in all the funding rounds to maintain %age/avoid dilution imo.
With the SP going so well, particularly in the last 6 months, funding of ANIC itself is less of a concern now. IMO

Going nicely today, and mcap's still <£13m @ 2.7pps.

To complement our discussions. ..

https://www.telegraph.co.uk/environment/2021/01/16/dark-side-green-energy/

Nicely put ***.
Cadmium leakage, some RE mining methods, and panel decommissioning are also issues with solar. Govts (including Spain's) seem keen though. I hold US Solar Fund among other shares for this theme.
A nuclear site's footprint is tiny relative to the power produced, and it's looking like the smaller SMRs are being increasingly favoured, making the site size required even smaller.

Just as well the project isn't in the DRC then

Bit O/T, but BYND is going nicely today on this news....

Taco Bell announced Thursday that it has partnered with Beyond Meat Inc. to create a plant-based protein that will begin testing in the next year.

It's perhaps a further illustration of how the sector's gaining traction amongst the big boys. Hopefully we'll also see some of ANIC's investees entering partnerships with similarly big names.

He'll be kicking himself, and lost 1000s! Interesting to see what he says, he's not afraid to talk about his bad calls or timings too. Fair play though, ITM was his biggest holding and it's "never wrong to take profits".

TA will want the best deal for TA. His interests may align with the bod and the deal on the table. I was toying with the idea of the bod having some leverage over the seller, if all believe TA has sufficient influence and a plausible plan B. A couple more concessions from the seller and the bod can win over the difficult shareholder....

TA can be the "bad cop" in the background, helping the "good cop" bod get a better deal out of the seller.

Hi ***
Tuesday's Guardian ran a piece considered by Dominic Lawson in the STimes, highlighting the cold temperature and still conditions so far this year (indeed common this time of year). This basically stopped wind turbines turning, meaning gas turbines had to go into overdrive in short order to compensate, spewing out carbon, elec prices spiked 10x one day, and grid failure risk increased. (****stan's grid collapsed last week too btw). Like your post says, safe clean continuous predictable nuclear is the advice. And on proper analysis, it's not a fraction as expensive as some would have us believe, and cheap at many times the price anyway as it'll save lives and the planet without the need for eco austerity and grid collapse.
The late govt chief scientific advisor David McKay in 2016 said: "There is this appalling delusion ..that we can take [renewables] and we can just scale it up, and if there is a slight issue of it not adding up, we can just do energy efficiency. Humanity really does need to pay attention to arithmetic and the laws of physics."
Hopefully this message won't be lost on the Spanish parliament as it hopefully defeats outmoded counterproductive anti-nuke ideology, and allows uranium mining to continue.
On your other post, roads across the site will be what and where they are, with the mine designed/altered periodically around them if necessary. Not a significant story imo. There is sufficient access, that's the important thing.