Member Info for Jim800

Still lots of buys going on out there so some people gambling on continued existence (or a takeover).

Surely most holders are so underwater they’ll just hold on on the off chance of a miracle.

Sells aren’t big ones so only PIs offloading.

Lots of posters here have been asking for them to prioritise projects with financial returns in the near term.

In the long term, if they can now focus on MDCs, finall prove concept is worth funding and look to more certain European markets then this might a blessing in disguise.

Too underwater to sell up now. Hold and see. Take a brave person to be topping up here though!

I’d have thought if you were selling you’d have done it months ago as soon as pipeline shut down.

Selling now, at a lower price, just as things might be progressing seems weird.

AoC, as you say, you don’t understand!

Spelling out words in capital letters doesn’t make your opinion any more correct. If you don’t get Pike’s 2,3,4 analogy there’s no hope.

Agree with JDCBC - for AoC to say "..forward hedging was underwater against market pricing. There is hope that there is something left over for equity dividends,.." is a bit misleading.

DEC may not get as much for the hedged sales as they might have had they held on for spot price but they do get certainty. They aren't losing money, they're still selling at a profit - just not as much as the profit might have been had they held out for spot prices in 6/12/18 months time. Lower profit but lower risk and lower borrowing costs.

Andy, you’re correct about the downward spiral in SP but what to do?

I’d suggest cutting dividend to pay down debt would have a negative impact on SP (most are here for divi and would be relatively content with a stable SP).

Think DEC are trying to inspire confidence with ramped up investor days, BoD share purchases and reluctant use of buy backs.

Guess only years of stable dividends and declining debt will prove the model (delayed or confused by further acquisitions until their accretive value is proven) so there’s going to be some hold on or sell out decisions to be made, which might again hurt SP.

Patience, top up or jump out seem to be the options - good luck all with your choices.

Confusing RNS!

Mr Williams resigns with immediate effect but continues to work til end of Sep!

Mr Gray goes from COO to CFO but is no longer on the BoD!

No wonder the market doesn’t like the news (or perhaps can’t work out what’s going on).

Ch 11 wasn’t likely before Director changes and still isn’t likely.

Whether that’s more or less by your slightly weird numerical analysis is up to you.

Even better, steady rise whilst rest of market is falling!

Think there’s a tumbleweed group for people to stay quiet on.

Surely the funds doing “the same job” have the same shares but charge you more?

Other than spreading your risk and increasing diversity across a fund, I doubt returns after charges will be as good.

I have a few funds and accept the lower returns due to charges to increase my diversity. The income shares return more in divs and capital growth (or not) is similar.

Mmm - not sure the required skill sets for CFO and COO are the same! One does numbers and spreadsheets and one does what are we going to do and how should we do it?

Replacing CFO with COO looks more like a personality thing than a better functioning board. Hopefully only temporary.

Just getting matched finding would be a nice start.

What’s your source for pipeline opening soon?

Or just a hopeful guess?

Why Ireland?

Well given likely markets now and in the near future being registered in EU not UK makes perfect sense. And of EU countries, think Ireland is most helpful with Corporation Tax etc (for when we make a profit).

Makes sense to me

Why should “they” support the share price? The BBS remove a load of shares and mean there’s less to pay dividends on. Think the jury is out on whether BB have any real impact on share price.

BoDs main job should be explaining to investors why their business model works and provides a sustainable dividend - if the market can’t see that they need to explain more (hence the investor RNSs).

Real buyers and sellers set the SP, not the BoD.

Oops apologies. The article reads as though Altato and Bayou are new plants - obviously they’re not!

Press on with the biggies who might produce in 2028 if things go well and they can be funded!

A long time with little or no income.

Well that’s a positive article (but guess a waste magazine promoting waste to SAF would be).

They claim VLS have the £27million grant!

Rather than jumping in with big facilities surely building a small scale demonstrator to show to potential investors is a better way forward.

Looks like VLS are finding and building more plants - not their forte and a massive drain on cashflow. Looks like a risky choice but perhaps they didn’t have one.

Blimey, with 3 surnames he’s either very clever or a total inbred.

What’s going to happen in 20 years when people with double barrelled surnames marry each other??

Interesting they started buying at 84.05 and carried on right up to 86.95.

Stifel’s instructions obviously aren’t just to buy below 85p.

Nice rise in price for less than £175k BB expenditure.