Member Info for kld1

There is hardly enough of a free float for major investors to participate LORDWM.

the whole placement and timing smells somewhat. do current investors get to take advantage of eis x (twitter) says those who participated in last fund raise. if you bought in the open market after the fund raise what's the score?.

correct me if i am wrong but to build out these 3 projects is close to 1 billion $$$, there is a cap on annual investment for eis which quite frankly is a **** in the wind in relation to monies required.

so eis and project finance don't seem to me to add up. the company has enough money to get to fid, if successful stock should be worth £1.50 + a new fund raise at some point to add working capital say 5m will happen to see out the 3 build outs.

I have to confess I do not fully understand the potential consequences of this anyone have an idea of why the company has applied for this. As I understand the company is fully funded to FID with project finance looking achievable with no need for stock dilution any accountants out there?

Sounds like they took the whole placement then ???

It does seem that FID is drifting a little. Somewhat annoying

Https://youtu.be/z1_vV7O0IS4

Https://wp-atome-2021.s3.eu-west-2.amazonaws.com/media/2024/02/240205-Atome-Q1-Presentation-website-v2.pdf

Further validation. Re interest rates to be honest and not wanting to over offend I sort of think you are out to lunch!!

Also many of these trades were reported at the end of the day!!!!!!!

I think the board date is when they will actually need the money as opposed to the date of agreement on the loan. I of course might be wrong. With regard to unknown buy/sell I can confirm that many of them are buys.

Yes I am aware of this

What else have you found!

Nice find that's a third of the money I believe

Although not explicitly said there is enough text/video to believe that the deal is as good as done and it's all about MARGIN,BREAK CLAUSES AND TENURE of agreements.

Also counterparties looking at the same deal for the next project.

You want World Bank IFC etc participation as this does potentially de risk geo political risk although to be honest Paraguay has come a long way in the last 20 years.

An IRR of what's been suggested or even lower where almost everything is fixed for hopefully matching tenures is just a no brainer. You do that deal every day. There is nothing overly complicated about what the company is trying to do here.

I'll post some thoughts tomorrow

Iceland is of very little importance at the moment the prize is Paraguay

Actually I rather hope all that is happening now is seeing if there is any additional margin to squeeze out of the trade to keep the IRR as high as possible. The one thing I have never asked is the duration of the fixed cost of electricity as I guess the product cost duration will have to match. As far as build out repayment is concerned I'm not sure and what is the lifespan I guess on thins like electrolyses . Stupid of me to not of asked

I might of miss heard but in the discussion video at COP28 OM says building a billion $ company. If a IRR above 25 then he may well be right and they can lock this all in before even producing. With base load electricity needed for this type of production and for it to be green there are no other countries in the world that can really offer what is being offered.

If I'm right which might not be the case I suspect there is not a market maker short of this stock

I wonder what you might have tp pay for a block of 250000 shares north of 80 pence I suspect