Member Info for kennedy2324

I agree, I’m pretty sure we will see multi RNS over the coming 2-3 weeks. All of the points mentioned by @chromo are relevant but could not be released in a single RNS.

Next week I think a single RNS which celebrates the Equity finance arrangements, and which clarifies the free carry. Anything else would dilute from this core message, so I suspect follow ups in weeks 2-3 to confirm that EPC is now contracted, FID is complete and probably some detail on the initial development planning.

✅ 1. A 300MW pre‑PPA for Yguazú is formally signed

ATOME and ANDE (Paraguay’s national power company) have entered into a 300MW pre‑PPA agreement for the Yguazú Phase II project.

FT.com

This pre‑PPA secures:

• 300MW of 24/7 Itaipu baseload hydro

• Connection via the new 1GW Yguazú substation

• A defined pathway to the formal PPA, contingent on completion of required technical studies

@Grundles i feel pretty confident that this will break £1 next week and possibly £1.40 in 2-3 months. However the real play is to wait (if you can) until first revenues. At that point with 24.6% free carry you could expect close to £7.00 IMO.

I doubt there are many better AIM opportunities right now that can return 10-12x in 3 years. As always DYOR

Some of us were here at £1.08 2Phevs.... we've seen delays since 2024, so it ain't over until the fat lady sings. (I did manage to scrape another £2000 together this morning though)

With yours, and our group we have at least 3m possible 3.5m of available float.

📅 Wednesday–Saturday (15–18 April)

The official calendar continues with:

• IMFC meetings (core macro policy direction)

• Development Committee (global development finance priorities)

• Fiscal Monitor briefing

• Climate, energy‑transition, and blended‑finance sessions

• Regional briefings (LatAm, Africa, Asia)

• Private‑sector and MDB side events

• Press conferences and communiqués

I think, either confirmation or delay is likely. Tomorrow is the 30 day deadline (Actually it’s the 12th, but tomorrow las working day). I’m sure, given everything else it has to be positive 🤞🏼

Not planning on taking anything until we hit production. So I’m here til 2030 & beyond. I bought into my ISA on Tuesday and I’ll sell an equivalent perhaps in the summer with a net share increase. I can do this for the next 3/4 years and then I can use Atome plus pension to live pretty much tax free for a while

My earliest shares are Nov2022 but all through Freetrade. In better news, I have £24.5k credit for CGT due to previous misdemeanours 🤣🤣

My response was similar in its message to this…..

Only the company (via its agent) can issue an EIS3 certificate, and only when:

• the shares were newly issued,

• you subscribed directly,

• HMRC approved the round,

• and the company submitted the compliance statement (EIS1).

Freetrade says….

“We cannot issue an EIS3 certificate.”

**Your trades were secondary‑market purchases.

Secondary‑market trades never qualify for EIS.**

Freetrade is not set up for primary issuance

Even if a company did run an EIS‑qualifying round, Freetrade:

• does not participate in placings

• does not handle primary subscriptions

• does not process EIS paperwork

I’m not sure my shares qualify for EIS. They are bought through a broker (Freetrade). I contacted them previously about EIS3 certification and they said not.

He’s mopping up every sell…. Limit orders. Clear patterns

The price action is madness right now. Good luck 2phevs… I’d do exactly the same if only, but I’m stuck now just over 240k

But if Equity agreements are going to be announced next week then

Tuesday is better than Friday, and also better than Thursday or Wednesday.

Wednesday is next best

Thursday & Friday are too close to a weekend and both look like this has gone to the wire…..

good luck to all

I’d be amazed!! The UK is never front at the table for these

I’m loving your action. I have (regrettably) maxed out now at just under 240,000 (Until April 7 anyway), but the fact that you are loading, plus other known owners makes for great news.

If the seller IS CPH2 as speculated then this means the price point is being held artificially low, but in a very controlled manner. They are selling at £0.52-55, you’re buying at £0.55-60. It’s a beautiful circle keeping the price locked prior to FID.

For Bed & ISA planning this is fabulous (IMO) especially if you are in position to buy first and sell post FID. DYOR but this is a very exciting board.

April 10 is 30 days? I wonder if we hit it, or another small extension pending? Hope for good news.

Well, given your news, and the other known “private” holding, I think we have around 2.5 to possibly 3m of the available float held in a group of about 60. I sense that 90% of that group are long, so it could get very interesting soon 😁😁

Wow @2phevs I knew you were doing some trading, but that’s significant!! I have just under 0.5% but that’s taken me 4 years 🤣🤣

In the release, they talk about the impact on price for “ years to come”. The goal here, I suspect is safeguarding future supply with Villeta, plus multiple other similar projects, many in South America. Fertilizer is a multi year investment. The gap is irrelevant to the direct need now.

I think this is actually a very clever announcement. Not quite what we hoped for in March, but coiling the spring a little tighter before a significant RNS dropping after Easter.