Member Info for LordWM

Am I right in saying they couldn’t announce a commercial discovery (assuming it is) until the testing is complete. If they hadn’t found helium and hydrogen at all it would be bad news and they’d be moving on.

Therefore the news is as good as it could be until testing for viability is complete, and this is another step towards de-risking so should, in theory, have a price adjustment to reflect the reduction of risk.

Please correct me if I’m wrong.

I can’t get a quote

Copper is rising again and predicted to be at the start of a long term bull run due to a global undersupply, and Atalaya should increase production as new assets come online with reducing costs. This should double or more within 1-2 years.

This one is ready to fly when the FID is published, which could be any time.

What a great company.

I agree Xenon, with the long development cycles Gen2 must be a way down the line.

Re BT leaving, I wonder if there's either bad news that hasn't been shared in detail (hopefully not), or the new advisors, having got their feet under the table identified BT as a weak link, and that a different CEO with a better strategy will realise the tech's potential more quicky (hopefully).

Time will tell.

My average is 13.3p because I took some profits. I watched the presentation just now and have placed a couple limit orders for tomorrow. There's clearly risk, but I can't remember a stock with so much potential upside in such a short time frame (this could 10x in 3 months). GLA

I agree kld, this is a long term hold for me, but we have a lot of news flow in H2 across Villetta and the following projects, so should we significant price movement in the short term. But this will be significantly re rated when in production.

It was a great update today from Olivier. For new investors, watch today's Meet the Investor presentation for a good overview.

A long term hold for me.

With a strong rise like this (and this is even before the FID), it will get a lot of new eyes on Atome. The Investor presentation is well timed and we should start to get strong coverage as people wake up to the opportunity and cash this business will throw off when in production.

The FID will remove finance risk, the only risk will then be execution through the build phase, but it's simply building a production plant at a fixed cost with a contractor, we're not drilling wells or anything. All product produced is covered by the offtake agreement.

People are paying 80p today, and I'm well into profit now so very happy, but I'm holding this one for the long term.

GLA.

Yes great news, an important step. When the FID is published it will make project economics clear and this should then rocket. They’ve said that project finance is pretty much there, now the offtake is complete FID could follow any day, then we break ground.

Exciting times. This will end up as large multi asset company producing green CAN and selling at a premium, using 24/7 cheap green energy.

This is about guaranteeing supply of fertiliser at stable prices for the $200b global fertiliser market. It’s about food security and energy transition. A great company that will surely be bought out in a few years at a large multiple of todays prices.

AFC's a very different business, making fuel cells. Atome is building facilities that will manufacture green CAN (Fertiliser) at scale, 24/7 using green electricity. A ready made product they can immediately sell into a global market worth $100's of billions. There will be a premium on their green CAN product and they have further larger facilities in the pipeline.

This should be a massive company, and they say they will break ground at Villetta this year.

Any day, see their most recent investor meeting deck for newsflow timescales. Should light up any day, I think this one is very much uunder the radar as it's a first of a kind project, breaking new ground. The next news releases with project financing details should start to reveal project economics for Villetta, and the projects that follow.

What great news today. I'm a fairly new holder with an average of 8.6p, so loving todays price action. I'm def holding for the long term, good luck everyone.

Yes - https://polaris.brighterir.com/public/atalaya_mining_plc/news/xml_news/story/x4j9d3x

That's a good point Maxi, no order expected by the end of FY24 (31st July 2024).

This is an over reaction IMO.

A disappointing update, will be interesting to see how this plays out.

They have a deep and long term ongoing partnership with STMicro. It's unlikely that the new sensor product has been cancelled, but that it takes their end customers time to test, evaluate and integrate it, changing production lines, etc. It's likely to be used for new products or new iterations of products, so that will happen over time. But once it does start to happen Nanoco will have a stable and long term revenue stream.

It obviously could be very bad, like the product has reliability issues, etc. Time will tell.

The question I keep coming back to is this - Is anyone able to manufacture CFQDs at scale without infringing Nanoco's patents?

The answer has always been 'no, we don't think so'. I'll ask this again at the next investor meeting and if the answer is the same, I'm reassured as we're at the start of mass adoption of QDs in real life applications.

I understand some have sold, but I added this morning at aroung 13.5p (£20m cash plus around £4m for the business).

Possibly good money after bad, time will tell.

Good luck to everyone.

Feels like things are starting to get exciting here. I'm guessing people think it's the buyback lifting the SP with limited liquidity. The product is out there and hopefully something will happen very soon re orders/announcement and a light being shone on the product's identity.

GLA

I’m a holder here, but isn’t this one to buy and forget for a year or more? I’m surprised at the posting volume, the busiest board I follow and it’s difficult to cut through to the rate useful posts that share info.

The environmental license is 18-24 months away.

They’ll have to issue more equity soon to keep the lights on, and people speculate about a major buying us out, but surely unlikely until political/environmental risk is reduced closer to/after environmental licence given?

So one to forget for a while, or am I missing something?

Thanks for sharing Kooba, good find.

A good update today and everything is on track to start construction this calendar year.

The Offtake agreement is imminent, then project finance will follow quickly, followed by construction.

We have two further projects at Ygauzu & Costa Rica following behind, so once the economics become clear for Villetta, the market will be able to model income from projects one, two, three and the SP will be re-rated (within weeks or a small number of months), hopefully significantly on the upside, rewarding whose who bought in early on.

GLA