Member Info for mikemike

JD I suspect out GE collaborators have placed us in an even stronger position. Sepco know this and they will I believe have to pay for their exclusivity deal or lose it

Global

All that within this week?

Should they not then II may start to take up a position here following the FE broker note

Sepco need to pay an exclusivity tariff

Lurker you have no idea what issue Sepco has.

The issue may be to do with the Tg being incapable of doing something straight forward like issue an SML The one of three that has already been recommended by the minister and AG who sat on the panel to clear the application to cabinet level where they both serve.

I doubt that SEPCO has any issues with KIBo other than the SML and PPA for MCPP are taking a while longer than they would like.

SSb11

perhaps we will get to see how collaborative GE are willing to be

We will know more by the end of the week
Perhaps the collaborative agreement with GE may be more than a useful back stop.

I do not blame SEPCO for being bored with the TG. Perhaps the TG may wake up to reality.....then again maybe not

maybe sepco are going to depart

We will know soon enough

for me long term is more than an additional 18 months. for those who have been here since Kibo was a mining co then I can understand their frustration.

The new tweet suggests they need capital and they know where and when its coming from

Sonic i disagree

time scales for mining are like some other industries, highly elongated . For BIPP to be seemingly done and dusted next hear is a project with turbo charged skates on. The benefit of being a power project not a coal mine.? MCIPP is both and nit far off end of deadline from the MCPP which has taken how long ?

As far as I can tell it is taking under 2.5 years to bring home both the BIPP and MCIPP, an almost reckless rate of progress.

ow have you sneaked back in

Maybe the RNS that you think should be issued may not be the correct RNS hence it is taking its time.

https://www.reuters.com/article/canada-crude-alberta-idUSL1N1Y709F

you could be right, then again you could be wrong. being a half glass full to overflowing. i will stick with when not if

WA

cheer up mate, just a question of when, not if and how much not how little:)

CF not sure what it means

I suspect the last delay was covered by this

''SEPCOIII completing a due diligence investigation on Kibo and its project portfolio as required by SEPCOIII internal procedures''

This may if there is another delay be the same reason. Seems hard not to equate this to mean that as far as MCPP goes the tender is to be in place, despite LC suggesting it is not conditional.?

Contracts are always tricky as there are always get out clauses.

JD

The importance of Kibo debt free position is still not understood. Perhaps next week this reality will come into its own

Global you clearly bought in on a bulletin board speculative price, now you are bitter and twisted as it has not happened in your time scales.

No one is suggesting 50p next week, except that is for you.

The potential of the prize is as good now as it was back ten with the advantage of being de risked with more projects across more than one country. The the SP reflects the cost of the de risk cannot be argued. Equally what can be argued is, that the upside from here is looking more attractive by the day. You do not think it is much more attractive, fine, others choose to disagree, but they/we/I are the numpty ostriches who are less than half as bright as you are.

Lurker correctly suggested that bad news comes out after 5pm on Fridays, well that never happened. Now you think that because there is no press leak, it cannot be good news either. I suggest that you are just way out of your depth, you should ignore bulletin board speculation on pricing, that way you will not get in over your head.

We may not get the news we wish to see on Monday, then again we might. Should we not it will be a delay for perhaps two months.. I do not see Sepco pulling out of a 750mw phase 1 opportunity on account of the TOG dragging their feet.

This will happen, ,just a case of, 'when not If'

Global the guesstimates re pricing that you refer to people as numpties, despite begging not to bite you. Was made when the shares issued reflected MCPP with scale up to 1000mw

We know that the scale up intent is to double the phase 1 figure, when we do not know= 30/60p plus coal sales if any.

In addition this figure is going to move in accordance with equity and new projects, Yes there will be new ones!!

You invested in a share based upon a bulletin board speculative price?

Global,

you do not realise the 15/30p is for phase 1 of 750mw, matched by phase 2 of same amount

Then you have had your answer.

Perhaps they are far smarter than you and regard your research and math to be fatally flawed?