Member Info for JDwag

Out. JD

Hoping for the annual report today. Has to be issued by close of play next Friday 28 June.

JD

https://www.reuters.com/article/us-mozambique-anadarko-lng/anadarko-approves-20-billion-lng-export-project-in-mozambique-idUSKCN1TJ2DI Moz itself is on a full on drive to bring in private investment. JD

Taking Moz (in pure isolation) points to that as you say, Bcl42.

At 65% of 150Mw, that is 97.5Mw attributable to Kibo and 127.5Mw at 85% (if they take the option to up the stake). Looking at Kibo’s peers, take TOLU for example then a PPA for 97.5Mw (Kibo’s share) starts to make our MCAP look ridiculously cheap.

That’s before Moz is potentially upped to 300Mw at our 85%, before Bots at 85% at 300 / 600Mw, before Tanzania’s 100% (if and or when it comes to anything) and before our 60% of MAST.

Is it grim here at present? F*&^ yes. But it can change on a dime.

JD

Correct, who can be really bothered here anymore, it is now a mad collection of the mad and sad, riddled with personal vendettas.

Btw, this story is still a 50/50 here, it is being played out and could still go either way, you put your cash on a number and let the AIM Roulette Wheel spin…

JD

New news in ORCP’s release today. It has not far off double the shares in existence than Kibo does and is resting on one project which (if all goes well) they will be left with 10% or so of. Kibo has much higher ownership levels of its projects diversified across 4 countries across Gas and Coal. I’m assuming you own ORCP which is why you are over here pumping it? JD

…is going to the KAT AGM tomorrow I would appreciate any feedback you get from LC. TIA.

JD

At 37% premium, so decent but if horse trading. I can only assum it’s for Steag at that kind of cash for the DFS(s). JD

So, translating it down to a sentence.....’sorry, JD I can’t actually provide and calculations or assumptions on why Kibo with its 4 projects will find it impossible ever to reach 10p, again’. The rest is just personal vendetta tosh. JD

Aye, me too..... JD

Based on what calculations can Kibo never again see 10p per share. Can you post you calculations / assumptions on it please?

JD

He's a dollop of something, alright!

JD

https://www.standardmedia.co.ke/business/article/2001329467/lamu-coal-project-put-on-back-burner

It’s always had issues, but this could be curtains for Lamu Coal Project in Kenya. Good for us and exporting coal power to the EAPP / SAPP if this falls off.

JD

I wonder what a 'Rim' Chart looks like lol.

JD

Depends on current cash burn (we will find out the 2018 cash burn figures on Friday when the annual results are released) and depends if the 13-16% IRR includes for capital and interest (usually does) so not a massively believable post, Lurker.

JD

Need an update to know how MCPP is going with regards to SAPP / EAPP negotiations. JD

The fact sheets I posted earlier shows we will have a combined 25Mw under management soon under MAST. Considering the last RNS also shows that the debt and equity ‘is not expected’ to come at no direct cost to Kibo MAST is about to be much bigger news than some gather IMHO. But I’m sure lurker via one of his mad rambles will set me straight....... JD

Seem to have been updated. http://kibo.energy/wp-content/uploads/KIBO-Fact-Sheet-Final-200918-Ver-3.1.pdf?portfolioCats=86 JD

PMSL LOL. Where are you getting your catchphrases from you daft old bat? You watching US kids shows on Nickelodeon? You want ‘a bag of chips with that’ while clicking your fingers?

JD

Good times ahead IMHO. Only if you have been in the deepest valley, can you ever know how magnificent it is to be on the highest mountain. Richard M. Nixon JD