Member Info for kld1

The thing that was not mentioned in the presentation was carbon credits. There has recently been an increase in activity of carbon credit transactions in Paraguay my conservative value per share in £ is 30 p a share on 100m shares

I maybe out to lunch but I think by end of day this trades above yesterday close

Sorry obviously missed something so you are saying that the free carry of circa 20% will not receive income until what again ?

Yes indeed sorry

So please correct me if I'm wrong

Roughly estimated ebitda $85m (520 CAN per tonne)

Atome owns 27-32%+ of that

so lets say 25 ebitda x 7 (fertiliser companies trade at range of 7 - 12) / 100 million shares =$1.75 = £130

WELL THAT DEPENDS ON WHERE YOU LIVE ......I LIVE IN DEEPEST DARKEST SUFFOLK

See the opening at 65/75 MM will lap up the sellers who panic afternoon 70/80

over month back to 90/100

long-term great investment will beat all index's over next 3 years

still disappointed to be honest and of course I was wrong!!

I think at some point at 2 years out a raise is possible as the value of the company will have increased and moved closer to fair value which might be used to take an additional stake above its free carry. Although maybe and I expect the equity consortium may have optionality on the further two projects at least .

On a positive note what are your feelings on possible upsides to FID

1. 20% +++ on free carry

2. Given the wake up call to the terribly weak supply chain of fertiliser and the fact that for countries food security should be a number one priority I wonder if Andes suggest Atome can have an extra 100 MW on top of the 300 allocated for the second project

K2324...............the voice of reason

So is this it hopefully we wake tomorrow invested in a company with real tangible worth , I don't mind saying it's been a bloody long 54 months!.

here is to the next 54!!!!!

And what was the point of that exactly may I ask!

Sort of hoping PPA on following two occur in short succession which is probably worth an extra 50 pence a share

Let’s hope the company has had the foresight to line up the PPA on the two further projects

I have to say I was somewhat surprised to see so few B&I done this week thought there would have been loads done

Missed the RNS this morning a day on the slopes so great news almost there congratulations to all especially those like myself who have been here since the beginning our patience has almost been rewarded. Here is to a 4 year growth stock. We can almost say the stock is undervalued exit in 2030

I hear you I was a signature away from being in the twin towers, what followed was the axis of evil and free money not a good combination a recipe for what happened in 2008

I'd say September 11 th actually!

The January–February issue of 𝘍𝘦𝘳𝘵𝘪𝘭𝘪𝘻𝘦𝘳 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 is out — and the cover features a 3D visualization of the Villeta Project, 𝗮 𝗻𝗲𝘄 𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗳𝗼𝗿 𝗴𝗿𝗲𝗲𝗻 𝗳𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻. 🌍🌱

We’re pleased to share that the latest issue features an in-depth article titled “𝗧𝗵𝗲 𝗦𝗵𝗶𝗳𝘁 𝗶𝗻 𝗙𝗼𝗼𝗱 𝗮𝗻𝗱 𝗔𝗴𝗿𝗶𝗰𝘂𝗹𝘁𝘂𝗿𝗲”, authored by Giovanna Roviello, Process Manager, and Francesco Baratto, Head of Syngas Department at Casale.

The article provides a comprehensive update on the progress of the 𝗩𝗶𝗹𝗹𝗲𝘁𝗮 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗶𝗻 𝗣𝗮𝗿𝗮𝗴𝘂𝗮𝘆, developed with ATOME — a landmark initiative that is setting new benchmarks for sustainability and low-carbon fertilizer production.

As the fertilizer industry accelerates its transition toward decarbonization, Villeta is emerging as a concrete reference for how innovation, renewable energy, and industrial-scale execution can come together to deliver real impact.

𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗮𝗻𝗱 𝗳𝗼𝗹𝗹𝗼𝘄 𝗼𝘂𝗿 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀 𝗮𝘀 𝘁𝗵𝗶𝘀 𝘃𝗶𝘀𝗶𝗼𝗻 𝗯𝗲𝗰𝗼𝗺𝗲𝘀 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗿𝗲𝗮𝗹𝗶𝘁𝘆.

Zero sum game insurance companies invest in carbon positive companies for dividends so effectively they are destroying there own businesses!

Yes, insurance companies are paying significantly more for climate-related issues, driven by an increase in the frequency and severity of extreme weather events. Insured losses from natural catastrophes have doubled in the decade since the Paris Agreement, rising from $77 billion in 2015 to $145 billion in 2024.