Member Info for karny

That's the problem, all the presentations say everything is hunky dory saying fid is inches away due end of the year and over subscribed ect, whilst the idb meeting date keeps gets pushed back it's now January. so deffinately not end of year. There isn't much difference between the sell and buy trades although higher than average but nothing to warrant the constant falls. I have faith in the company to eventually get things done, I'm starting to look to add modestly again at these levels.

Hope this helps https://www.proactiveinvestors.co.uk/companies/news/1023672/atome-carbon-credits-to-rev-up-revenues-like-tesla-broker-1023672.html

It's not a bonus it's in the rns last year, it's the reason they were bending over backwards to finance the project, fertiliser prices can fluctuate wildly, but carbon credits can only get more valuable going to wards 2030s as companies will be desperate to buy them or face heavy heavy finds for their emissions

Oh OK, the reason invested here was not because of the fertiliser which being green is a bonus of course it was because of 500k of carbon credits a year, which is worth roughly $50 million to atome if they produce the max volume

Is this including the sale of the carbon credits?

It was, they've moved it again, thats the 3rd time July, October now December, that's not good, I understand why they did it 1st time, but I see no reason for this one, we need construction to start ASAP

Project finance meeting from idb invest is due to take place October 31st

Sp research note states Germany gave established a green ammonia auction price of e1000 a tonne /e811 net the rest made up of logistics, transportation ect...... This is Way above what I was calculating

Interestingly the bottom valuation is 3.8, my holdings are with ii that states fair value is currently 3.73, so hopefully we can climb to that in the near term.

IT'S... MEYGEN!

Try again. https://idbinvest.org/en/projects/green-hydrogen-ammonia-and-fertilizer-plant-paraguay

Just been checking the status if idb invest board meeting which was originally scheduled end of July, it's been moved to 29th October https://idbinvest.org/en/projects/green-

hydrogen-ammonia-and-fertilizer-plant-paraguay.

Also check 2nd tab 'environmental'

It has been 2027 for production for a while, they will be in production 19 months from when idb release the funds for Construction (their meeting is end of July) , it's in the print

From page 12 onwards. turnover viletta $116 million, ebitda - $67 million, offtake announcement end of June

Https://www.proactiveinvestors.co.uk/companies/news/1047895/atome-plc-s-green-fertilizer-ambitions-ceo-shares-strategic-overview-1047895.html

Atome mentioned far down, that a complaint has been lodged that the state is under charging atome using an out dated rate, well now we now we getting a good deal https://dialogue.earth/es/energia/energia-finanzas-clima-negociaciones-represa-itaipu-brasil-paraguay/

Https://www.atomeplc.com/peel-hunt-podcast-atome-a-pioneering-producer-of-green-fertiliser-interview-with-olivier-mussat-ceo/

When building starts it will be 19 months for precommissioning and testing, if that's any help

That is kind of interesting, so some brokers do have a near term target of £3 for atome that's worth £30 million to men. That would be some rerating for them.

I think the reason there is massive interest in the financing is not because it's a green company or the demand of the fertiliser it's the carbon credits that they will generate which alone is currently worth $50 million dollars a year!!... and this will be in more demand in the future.