Member Info for kld1

Daventry thanks for your response last night

It quite frankly amazes me at some of the comments here. It's either some people do not understand the situation here or they have an agenda .

Two things for your consideration here

1. How do you believe this stock is priced/traded at a market maker given it is a binary trade

and

2. who will be the daddy here after equity investor who I believe will be one entity

Can you please tell me where it states 5m loan paid back at FID OR CONVERTIBLE which RNS THANK YOU

Bitter twisted have you nothing better to do

Https://www.linkedin.com/posts/atomeplc_paraguay-the-hidden-gem-of-latin-america-activity-7295746491019612161-4jJ9?utm_source=share&utm_medium=member_desktop

Allthatguff having perused your profile think you might be beyond education

M.E. was a slow painful debt laden death to be honest see know similarity here except the name

I sort of think that this company gets bought out between 2028 - 2030. If Yara underwrites all product think they will have option to buy the company

Re valuation

Difficult call post FID

Given Uk especially AIM possible 15 - 30% discount

EBITDA 15 X 7 / 48M /1.27

£1.70

Plus additional value on de risking two further projects with PPA

£0.50

£2.30

Guess £190 - 210

What are you saying do not see anything new

Thank you great read. There could be a marriage here with a prenup but the prenup I think sort of works!!

Can you post the fertilizer magazine article

If Yara takes a 60% stake in the business at the equity level leaving Atome plc as is then effectively calls the shots without legally requiring them to take full control..........sounds like a good option. thoughts?

Yes I translated also but I am not sure this article says anything new

The article doesn't read well are you thinking they are now the equity partner?

Thanks so much but I have it now

Thank you very much but the article dated yesterday is just old news nothing right?

Can you just send the link please who are yarabela

Can you send me the email?

Well of course I cannot definitively answer that question, however I have been invested in this company since it came to the market.

My position in the company has grown over the last three years of development most notably in the last 6 months.

My short answer is yes to believe in delivery and let's look at the possible reasons why.

This company is fundamentally about electricity representing (70-80%) of product cost and as importantly about constant flow of electricity so that a 100 year proven reliable process can be used to make the product. Haber Bosch over PEM is cheaper and more reliable so hydro is the solution.

So abundant constant very competitively priced electricity close to source and market in a stable political, economic and western thinking democracy puts Paraquay at the top of the list.

Quite simply if ATOME without really any requirement for subsidy cannot make this work WHO CAN ?.

A company that's directors and management are very familiar , positioned and aligned within the hierarchy within Paraquay.

An off take agreement with a global fertilizer company at the forefront of promoting green fertilizer initiatives putting their name to the project

Directors and management aligned with shareholders

A senior management professional taking on a position within the company recently giving up an established role within a fortune 500 company

Stated ever increasing multiples of over subscription of both debt and equity

Stated better than expected rates

etc etc

Yes it's somewhat frustrating about the delay but I can see no reason why the deal doesn't get done

Three years ago if you searched "green ammonia" you'd get one story a week today you get more than one a day

Maybe the delay is because Atome is securing financing subject power and off take on the two further projects at the same time!!