Member Info for JDwag

Ever since the Sanderson settlement, Irish II Investment and soon to be SEPCO Investment the spread has became narrower and narrower and it also take less and less to move the SP. I ha w my own theory on what that is, but I have zero proof so I’ll keep it to myself. JD

The PPA / SML will take ‘care of itself’, now with the TG to progress so I’m not too fussed with that, it will happen ‘when’ it happens. It that doesn’t happen in the next six weeks the big defining moment comes at the SEPCO3 buy in price, difficult to value. JD

Debt free is a big deal on AIM, I have seen a lot of companies over the years go down a ‘death spiral’ funding arrangement for which there becomes no escape after a time and which in turn allows the predators in and destroys the shareholder. LC did exactly the right thing here in getting the ‘monkey off our backs’ in getting rid of the debt which then allows deals to be executed at a much fairer value without a Sword of Damocles hanging ever present.

The SEPCO3 ‘valuation’ is a big deal here, it will give a true value to the company and tells us exactly what a big state owned company values Kibo at.

JD

Interesting NCCL update, while KIBO / NCCL are trying to achieve the same outcome in their respective projects, both are going down their different paths.

Maybe shows why Kibo ‘busted a nut’ to get themselves debt free in order to negotiate from a position of strength without the need for loan repayments hanging over their heads.

JD

Yesterday, there looks to be some very well disciplined stock accumulation going on here.

JD

Preparing the Bots ML.

JD

SEPCO3 can do Gas and Solar: https://www.wartsila.com/media/news/02-07-2018-fast-track-delivery-of-wartsila-gas-fired-power-plant-will-help-alleviate-myanmar-s-electricity-shortage-in-kyaukse-2224214 https://www.cmigroupe.com/news/1917/cmi-solar-and-sepco-iii-contract-new-molten-salt-solar-receiver-china My money is on Gas. JD

Could very well be..... JD

Leaving the SP aside for one minute, with SEPCO soon to be at 10/15/25%, Sanderson at 8% and Sechaba at 24% we are already reaching a place where IIs have snapped (the potential) up some approx. 50% the equity in the company, it’s clear to me that the long term, well-funded investor has cottoned on, just a matter of time before the market and the SP does IMHO.

JD

Next few days hopefully.

JD

Twitter set up we can't be far away from the Kibo Energy Website coming on line.....

https://twitter.com/KiboEnergy

JD

Two coal mines. JD

You also have to expect more deals like MCIPP where very advanced Coal Power Project will be taken over by Kibo the push over the line. JD

Love the new branding btw. JD

Someone is getting stuck in here now that is for sure. JD

To see blue on your screen first thing in the morning, nothing of course to when that blinking PPA / SML lands. JD

Coming together: http://www.theeastafrican.co.ke/business/Phase-One-of-regional-power-pool-project-set-for-completion/2560-4699790-g706gj/index.html JD

Yup saw that. Irish II now buying up? JD

Covered in RNS of 29/06/2018 JD

That was the #fakenews article, that is what caused the sharp drop, turned out to be a cut and paste from 12 months ago and turned out to be just plain false. JD