Member Info for kennedy2324

@Kld1, that’s precisely my position!!

2/3rds of the RNS this year have been on Thursday or a Friday - :-)

IDB now posting a financing amount of 175m which is a reduction from the 200m. Not sure there is a material impact in this?? Review date is still set for the 12th August...... Interesting times

I don't make assumptions why people sell. As I said, price is up 30% in 3 months. The selling you see now, may have been bought in the same period, in which case, good for them

I'm not sure I agree with you about the trading pattern over the last few weeks, or indeed about new delays. The share price is up over 30% in the last 3 months, meaning there is a legitimate profit available to people who invested in that time period, should they choose to take it. Personally, I don't plan to sell, and I am hoping that the price will rise significantly following the Yara offtake agreement, and FID. Between £.85 & £1.30 would be my estimate for these two milestones. (This is not a recommendation, and everyone must make their own assessment).

In relation to delays, we have known for some time now that FID is unlikely before the end of September. There is no, NEW slippage here. We know that the IDB investment board are due to sit on 12th August next to consider the funding application within their remit, and we've had two positive news stories in the last 2 weeks related to over £335m of financing from EIB and FMO.

Unless you are planning, or have a need to sell in the coming weeks, which I am/do not, then I'd feel quite happy about the current position. The news is overwhelmingly positive, the political appetite from Paraguay is solid as well as globally as demonstrated by the recent announcement from the EIB. I'm absolutely not concerned by a few traders choosing to move capital. Their calculation may just be that there is likely to be little movement before end of September, and so they can make profits elsewhere before re-investing in Atome if they wish to.

I agree. He sounded very confident about FID by end September. IDB site on 12th August, so for me.... nothing to worry about

Great summary @lordWM, thanks for taking the time to publish.

The Fair Market Price is what the Market will pay, currently whilst we wait news that's around £0.59. We may not like it, but nothing has changed. FID is still more likely than unlikely to be approved (IMO). We know there is a meeting scheduled for August 12 (The glorious 12th) to consider the business case, and thereafter we should soon get a decision either way.

Personally, I'm pretty happy that we are up from the depths of the 30p's in the last month or so. There are many positive signs. This is one to keep your powder dry on. I hope we look back in 12 months and we'll have forgotten the delays.

There are lots of positives here. Firstly, we have a committed date for the IFS to review. The delay, whilst disappointing doesn’t change the opportunity which exists. Everything hangs on the IFS decision. It doesn’t bother me if that’s October, or now…. I believe that the business case is sound, the project will attract international support, so from first spade in the ground we are on an upward momentum. The potential makes the delay irrelevant.

2028!! 🤣🤣

I’m here for the long run. I intend only to add between now & 2018, but this is good advice!! Do your own research, make your own decisions.

Great volume in the last few days. definitely not all private investors IMO. over 200k again today, almost 3 x average.

My 61.8 average has been achieved. A lot of patience here.... my first purchase were in 2022 at between £1.01 & 1.08 so lots of averaging down. The time has taken longer than I hoped, but I've always been convinced by the business case here. There will be huge international & political backing to get this over the line, given the nature of the industry and the current political framework.

It was a good day indeed. I hope it may be a clue to what may happen in the coming week or two. A fully signed off take agreement with Yara would be excellent news, and FID seems very close. I won’t get carried away, but it’s a great way to start the weekend. GLA!!

Nice to see the end of the 40’s…. Ask price @ 55p this is beginning to warm up.

Thanks to those that investigated!! Really didn’t appear to make any sense. The momentum is all one way just now. Long may it continue.

Anyone with Level 2 access know why the 49p bid price is so stubbornly sticking around? We haven't seen anything like that since 9am

That was an exciting end to the day. It’s all got busy very quickly. 50+ tomorrow I hope. At this rate, I’ll be all square by end of June!! Not that I care. My shares will stay quiet until 2028/9

Hi Shelly, I agree. You’ve seen my holding earlier. I’ve been buying since 2022, high point £1.08 and average now just over £0.62. My total investment is around £97k. And I’m about 30% down right now.

I always assumed it would be a long term investment, I still do, but I agree with you. The company needs to be very transparent with us right now!! We need a timeline which can be believed!!

I think it's had a negative impact on investor confidence. They have a very clear path to value, which is Villeta. Diluting the focus on this is a really daft exercise. As I've said previously, I am confident that one way or another Villeta will get to FID and eventually production, but I do think it's time for the management to provide a much clearer update on the progress and remaining obstacles to get there. Announcing this left field new interest is really distracting