Member Info for kld1

We don't really have enough colour at the moment and I never really consider the carbon credits bonus if it happens. For me year end FID plus PPA on two outstanding projects £1.80 - £2.20 and then remaining FIDS plus one new project end of next year £3.00++

7 times earnings more realistic I think plus Atome will not own all the ebita

Https://www.ft.com/content/71f4e558-575c-44a8-9f8c-99cd57b98c6d

With the credit worthiness of Yara and the attention to detail and de risking everything the capital raise in various formats is dare I say it a formality. Unless you need the cash you would be mad to sell. If you can add fill your boots for a 3 -5 year exit strategy. Believe Yara will look to take everything they do. Patience and belief is paying off.

Consider the the % ammonia in can!!!

The 33000 trades are bed and ISA

Https://www.birmingham.ac.uk/research/climate/climate-publications/energy-transitions/green-ammonia-from-fertiliser-to-sustainable-fuel

Https://www.fruitnet.com/soil-association-says-uk-inaction-on-fertiliser-at-odds-with-net-zero/255760.article

Good find. Have been following these developments for a while. Wonder if we need any clarification from the company here. Should we expect an increase in the tariff for the second project??

UNDERSTAND YOUR FRUSTRATION HOWEVER YOUR COMMENTS ON THIS BOARD ARE NOT REVELENT REALLY

Want to come back to EIS would I be right in thinking that not only can employees not participate but also financial institutions so neither could Schroders. Also anyone up to speed on Carbon credits. Who would issue these credits to Atome and can they be sold anywhere

There is a research note out today from Longspur you may have to subscribe it talks about all possible funding solutions in truth I am not sure what to make of it all. To subscribe through research tree is not expensive

Two great posts thanks. Chat room coming alive and refreshingly with comments of substance

How where do you see the depth of the market

Great find I also believe that Atome is looking very seriously a shipping ammonium nitrate to the UK in size. The UK 's net zero target would be strongly enhanced by this and possibly be subsidized by the government who knows

Please correct me if I am wrong but does PL not have a call on the Atome shares against monies owed in loans by MEN?

Thanks and now back to the rugby

There has in recent months been an increase in the mention of the UK and Ireland with regard to product placement which I suspect would arise from the second project in Paraguay as they mention the production of ammonium nitrate as opposed to CAN ( easier to transport) so wonder if as a result EIS status might be then beneficial .

Thoughts?

I suspect and the data suggests that at the very best US rates are might come down .25 possibly at the end of the year . They will not wait that long.

Although the whole MEN /PL holding does come to mind