Member Info for kennedy2324

@2phevs? You bought 32.7k at £0.55…. Have you bailed?

Has someone lost their nerve? 32,000 sold at £0.62 ish.

That would be a good start 🤣🤣

@Chromo ive not read that IDB are meeting on Sept 30? Did I miss that. I think their next formal meeting is Dec 8th. The meeting on the 18th Nov may be preparing for that one.

I suspect FID will go right to the wire in 2025.

I’d be happy to see spades in the ground on New Year’s Eve if necessary :-).

This price seems to be holding up…. I think news this week on Equity would be great. They did mention this as a September milestone, and after that I think confidence should be pretty high. (It already is!!).

Like you Andy, and be been here since 2022!! I’ve bought at least£1.27 and £0.38 and everywhere in between. I’m sat at just over £0.61 average.

I’ve long believed that this project has legs, but like all innovation it has ups and downs… I really hope we’re now on a very positive trajectory. I’ve never sold, only bought and I think I’ll continue to do so. This is a 2028/9 maturity / retirement plan for me. Your advice would be the same as mine, I’m sure… do your own due diligence and bet only what you can afford to lose. Good luck to you!!

5 of the last 6 RNS have been on a Friday…. 30,000 last minutes sales today. #Justsaying

Found these references to other projects, not connected to the Fertilizer, but within Atome sphere of interest

🇮🇸 Iceland: Green Fuel ehf

ATOME’s Icelandic subsidiary, Green Fuel ehf, is developing one of Europe’s first large-scale green ammonia projects:

• Power Agreements:

○ Term sheet with HS Orka for up to 40MW of geothermal and hydroelectric power.

○ Letter of Intent with ON Power for an additional 20MW, expected by 2027.

• Marine Decarbonisation:

○ MoU with Samherji, one of Iceland’s largest fishing companies, to develop ammonia-powered fishing vessels.

○ A joint working committee is exploring zero-emission marine fuel solutions.

• Timeline:

○ Commercial operations targeted for end of 2026.

• Strategic Advantage:

○ Iceland’s 100% green electricity grid and strong maritime sector make it ideal for hydrogen and ammonia production.

🌎 Central America: National Ammonia Corporation (NAC)

In Costa Rica, ATOME has launched a joint venture with Cavendish, the renewable energy arm of Grupo Purdy S.A.:

• Entity: National Ammonia Corporation S.A. (NAC), headquartered in San José.

• Mission: Develop green ammonia and fertiliser projects across Central America and the Caribbean.

• Why Costa Rica?

○ 99% renewable electricity penetration.

○ High fertiliser consumption per hectare.

○ Strategic location with ports on both Atlantic and Pacific coasts.

• Vision:

○ Replicate the Villeta model from Paraguay.

Engage with stakeholders to accelerate project rollout.

Who on earth is still offering a Sell Price of £0.55?? Surely that bucket must be almost gone

Is everyone else glued to this? The anticipation at 06:59 each day now is unbelievable. Anyway, I’m sure I’ve said this before…. RNS in the last 12 months has been overwhelmingly Thursday or Friday…. So good luck all!!

I think it's used in the context of "As soon as" these are signed off. So I don't believe this has happened yet. I do think we're in days/weeks territory now and not Months so yes.... also pretty excited to see how this all develops. As you know, I have around 168,000 shares now so this is high on my radar :-)

That's a huge signal, indeed. This has been a very long bet, since the heady days of £1.08 in 2022 averaging down to around £0.61 in 2025, but I'm feeling very comfortable about things. Still my intention is to sit on this, and perhaps just keep a regular smaller add each month for the next 3 years.

SP Angel predicted a big September, so I hope so!! I'll sleep easier when we get above £0.61 :-)

It's actually 168,052 @ £0.614 average since 2022

I have 162000 reasons not to be worried about them :-)

A few quiet days…. It feels like everyone is sitting on their hands until the next RNS. It’s got to be the Yara agreement, and thereafter this is only heading in one direction!!

Every day is Groundhog Day until then.

I think maybe the opposite. I think people may have thought it was "priced in" and only when it was clear that it is still to happen has the upturn happenned

RNS positively received today, SP Angel posted this in their research update

Reiterate our BUY rating and 170p/sh target price We expect activity in Paraguay to accelerate in the coming weeks as ATOME confirms an offtake agreement on the Phase 1 Villeta project, which should lead to the completion of project financing and FID approval targeted shortly thereafter. We expect the Company to deliver several near-term valuation catalysts that will de-risk the Villeta development and its forecast stable cashflows, which should ease the market’s uncertainty and drive the share towards our 170p/sh 12-month target price

I agree. It appears unambiguous. Surely they would be obliged to confirm this?

"Front End Engineering Design studies have been completed and the Definitive Offtake Agreement signed with Yara International"

Not yet, no

I wrote to them yesterday as well, so I suspect I'll receive a similar reply. If there is any variation I can publish. I asked some specific questions about the 12th August IDB meeting. We currently don't even have confirmation that this went ahead, let alone any output comments