Member Info for JDwag

https://www.independent.co.uk/news/world/africa/tanzania-india-john-magufuli-covid-treatment-b1815787.html

Not yet...

JD

As always with AIM it’s as murky as a Tennessee Catfish swamp.

There is a live “Non Protected Portfolio / Single Protected Transaction” going through (multiple trades so far today), so someone is either offloading or loading up on a large chunk that will make a difference to their ‘Notifiable Holding’.

The MM’s can essentially justify any price they buy or sell these shares as AIM rules allow it. Kind of demonstrates that this fleapit of a place doesn’t really abide by the usual supply and demand fundamentals we are lead to believe:

T: Single - If reporting a single protected transaction. A protected transaction occurs when a large order is going through the market. The buyer (or seller) may wish to keep the order anonymous from the rest of the market as the size of the order could greatly alter the price of the stock. With a protected transaction the dealer will put the trade through in small quantities rather than knock the whole order out in one hit. The entire transaction is reported once the deal is completed. The LSE is notified at the start and at the end of the transaction, however, the market as a whole isn't told until the end, thus the order is protected.

N: Non Protected Portfolio - A non-protected portfolio transaction or a fully disclosed portfolio transaction. Normally a transaction of a number of stocks dealt with by one market maker at an agreed discount to the market price.

JD

Rumours he’s in a coma and been flown to India and the Presidential Flag is now flying over the Vice President’s residency. Who knows.

JD

That’s basically what I could find, SGB, so north of 2% is considered high grade and closing in on 3% is world class kind of stuff…

JD

What is considered world class in terms of mine grades for Nickle mines? Just interested on what is considered excellent results in terms of the drilling programme.

JD

That would be a 9.9 on the Irony Richter Scale.

JD

The acid test on Director Buys will come on or before 3 May, that is when circa 80m / £200k of Director Warrants expire. In fact there is some £1.7m Warrants that expire on that date so the company had better pull it’s finger out!

JD

One of his better Interviews, of course his bar is low, but pretty confident and assured.

JD

https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/030221-uks-one-year-ahead-capacity-market-auction-clears-at-record-gbp45-50kwyear

It’s the space to be in. The Department for Business, Energy and Industrial Strategy (BEIS) are preparing for power shortages “non-delivery risks” as they call. The Kwh/year prices will be astronomical for the Immediate / Reserve Power Generators.

JD

Yes, MAST was always going to be floated out as you won’t attract the correct levels of equity and funding investments when your Company is host to all manner of investments, no one wants that exposure to speculative African power projects if your investment basis is to own energy producing assets in the UK. From my own research I am expecting the £5.5m raised in the IPO will be for general working capital for the next 18-24 months and the projects will be bought / funded via standalone debt. That debt will only be available if MAST is in its own standalone company. MAST has incredible potential and on listing I expect it to rocket. But honestly, get on with it LC!

The same will happen with BIPP for example if they ever get it to funding / construction stage, it will be floated out as its own business and Kibo will retain a portion.

JD

That’s hardly the issue, Stockanswer when total equity and liabilities in the last 6 month accounts was £30,406,100 in the black!

The issue here is that until something is actually achieved it will ultimately go nowhere, achieve something such as the MAST listing and watch it go. AIM is all about sentiment and years of garbage stacked up on top of each other at Kibo in terms of performance is why we are at 0.4p a share.

JD

Louis Coetzee clearly has serious limits when it comes to putting things into actual operation or production, his abilities lie around getting and nurturing the nascent projects at feasibility stages, getting the origins off the ground, funding the conception of the projects, etc. But he has proven time and time again he hits a brick wall of ability / credibility after this. MCPP, BIPP, Haneti, Blyvoor, everything he attempts to take from the feasibility to the operational stages inevitability goes t!t$ up in some shape or form and surrounding himself in second rate South African dross doesn’t help.

It’s maybe why MAST has the best shot yet, he’s not the CEO and has given then role to someone with experience in such operational and construction matters.

For that reason it has a much better shot than KIBO or KAT. It’s also on the Main Market away from the cesspit of AIM, in a sector that is flying and it really should be worth north of 1p to Kibo’s SP shortly after opening judging by what they have planned.

But then Louis Coeztee has pulled defeat from the jaws of victory before so you can never know until it goes live!

JD

Well, let’s hope our new investor has the same touch here he’s has had at CLP, from its 52 week low to its 52 week high it’s 38 bagged!

JD

Hopefully more interesting for us is after they piled into Clear Leisure it’s SP has Quadrupled / Trebled!

So they are obviously a “long” company, at least based on limited evidence.

JD

Pegasus Pirouette Capital London Ltd...Interesting.

JD

Bordesley won’t be getting built until MAST is listed, from the 28 Jan RNS:

“…Upon successful completion of the IPO, Sloane will be in a position where it expects to have c.9MW in immediate production and c.20 MW in production within the first six months from listing and adding another c.20 MW in production over the next 6 months. The additional production capacity for the first c.20MW will come from Bordesley and 2nd acquisition sites, as well as the 3rd acquisition, announced on 28 October 2020. The capacity for the 2nd c.20MW is expected to come from a significant project pipeline, currently in an advanced stage of development".

Until the IPO is complete and MAST lists, no cash to do anything…

JD

Agree, I can find zero evidence a single stone has been moved in that area.

JD

Can anyone even locate a progress photograph of the Stiegler's Gorge Dam Project? Has a single concrete pour even commenced?

JD

Nope! I thought with MAST he may have turned a new leaf on actually delivering or hitting a target, but a Coetzee Leopard never changes its spots it would seem. This dick couldn’t hit water if he fell out of a boat.

JD

No doubting the potential with MAST, he’s closer to producing a “value event” here than he has ever been before, the sector is massively in vogue and if MAST doesn’t rocket on admission he has done something wrong IMHO.

But, MAST was supposed to list before the end of 2020, then by end of February 2021 with 14 Mw producing on day one, now we are in March with no announcement, and that in a nutshell typifies Louis Coetzee…

JD