Member Info for mister_tidal

People joining the board today are going to learn to know a completely different Strangy 😜

Because it's ramp-time, Strangy. It simply is - and perhaps for good reasons :)

Had to think of this:

“Scottish and UK energy policy requires the delivery of energy storage and recognises it as an essential component of balancing a national electricity grid reliant on intermittent renewable energy sources,” it said. “Without such infrastructure, the imbalance of supply and demand could significantly undermine net zero efforts and jeopardise security of electricity supply.”

Source: https://www.johnogroat-journal.co.uk/news/300mw-battery-storage-plan-unveiled-11-hectare-site-near-mey-354113/

And in the King's speech:

"It [Labour] also said the government would invest in [...] marine energy (including tidal and wave energy) and increase the UK’s energy storage capacity."

So I may correct my previous comment.

"Let's see how much money will eventually come to SAE relevant sectors (plural)."

Sorry, I meant "ask"

The spread is still ridiculous. I said to myself "let's get another 100k shares" but come on..

Https://www.boerse-stuttgart.de/de-de/produkte/aktien/stuttgart/a1xezf-simec-atlantis-energydi

Thanks TL.

Tidal got mentioned. Let's see how much money will eventually come to the sector

Thanks OT.

Let's see what they decide. SAE will surely secure another contract so in that regard we can't lose. Any increase of budget in AR6 would be a very positive signal, I may assume. If not, we still may hope for more support in AR7 or an alternative schema for tidal. Something the industry was asking for for quite some time.

This can still happen? I knew I red somewhere that there would be still time but I think someone said that this isn't an option at this point.

Do we have any indication that this will happen? Any increase would already count as a positives signal.

🙂🫳🕶

😎

Well, a tiny cap like SAE could easily ramp that up if there was a hype pulling people and money in.

But that, imo, can only happen if there's a clear decision to get 1 GW of tidal stream into the water. In that case I'd definitely hold on way beyond 8 GBX. However, I wouldn't bet on that for the time being but who knows.

I'll now strap myself into the seat. Just in case.

GLA

I see.

Personally, I can see myself getting a bit more comfortable once we see a higher and stable price.

Depending in how risky I perceive SAEs future I might not sell at 8 GBX.

If we can get to 8 GBX, which is what some analysts give it even today, then I'd assume we can go higher than this if some things change politically.

I'm not saying I wouldn't sell maybe some shares at some point but then again.. if things turn up great why sell? I might get greedy. Not gonna lie

It's almost scary how certain we all seem today 😂

Let's not forget that, after all, it may still take a while for the SP to pick on. There's going to be ups and downs in any case and it'll take some time for SAE to reach some milestones. I'd say, if not in the short term without a significant RNS, then once we have reacht a meaninfgul milestone is where we'll see a "spike" at the latest.

So, Strangy, 8 GBX is where you'll pull out some money for one or two pints? 🤪

You're right. After all, we had Covid and then Russia invading a fellow European country. This certainly had an effect and it's the weaker companies who get hit the hardest.

It looks like our group has reached a shared opinion that the positive outlook isn't just a feeling but rather a fact?

I can see the danger of getting drowned out at some point by pampers. Perhaps we should define a target price at which we all meet up for a pint? It's been a ride. 😅 although, let's not jinx it too much 😂

@ Strangy

That's probably a healthy or conservative view. I could agree on that but I think I'm slightly more positive here.

Short term, I admit, the stock might remain volatile. Maybe even go down a bit which I might even welcome with buying more shares. But mid to long term I think SAE simply "has to" settle at something above 4 GBX (£ 29m mcap). My reasoning here is that SAEs inofficial book value is probably much higher than its actual book value.

The reason why I keep repeating the 4x £20m = £80m = Uskmouth thing is for someone to either confirm or challenge this view. Honestly, I don't know if it's that simple but the way it looks to me, Uskmouth was an investment ages ago which might not have become what we all thought, but still manages to safe the company. Maybe not entirely to fund all their tidal ambitions, which was what I was hoping for, but, nonetheless, increases the value of the company significantly. All that was, to me, proven with the first 230 MW BESS. Whether or not SAE can reach the moon someday is pretty much up to debate still. But just looking at my investment so far, it is starting to look profitable with plenty of room left in the upwards direction. I wouldn't even call your or my assessment here as ramping. To me that's more a very likely scenario that is about to happen.

Anyways, adding existing CfDs and the potential of increase support for tidal, this might justify a higher market cap than £29m. So I'd still want to believe that, mid to short term, SAE should land somewhere between 4 and 8 GBX.

Unless something triggers some kind of hype around tidal stream energy. Give it one official statement like "UK's goal for tidal stream energy is to deploy 1GW or more" and people will become willing to pay a premium. That's where speculation begins of course.

@ TL

Well, I did buy around 1 GBX but didn't dare to put in more tbh. I was very close to buy an additional chunk of 100k shares for £1k but SAE is in fact my largest position aside from my ETF and at some point I just have to pull back and remind myself that there's always going to be risk. #Wirecard #Gazprom #PlugPower

With 2.42 GBX we're back to what we had in April/May of 2022.

I don't quite remember what exactly dropped us back then from 5 GBX but it was the final nail in the coffin for Uskmouth back then. 5 GBX probably lost quite some believers back then. Situation looked dire as one very expensive asset dropped to being worth nothing.

Or so we thought. Uskmouth was bought in 2015 (?) by the company. Just remember how real estate prices went up since then. But not only does SAE own that property, it's coming with over 1 GW of grid connection ready to be used.

I don't know why it took me so long to fully appreciate this move but with their last report and seeing insiders continuing to buy shares, kudos to Duncan Black who already invested last year at around 1 GBX, I start to believe that we have good chances to surpass the 2 to 5 GBX range. Maybe not in a week, I'm not a guy who tries to draw the same lines on a chart like every Iother day trader here in order to time the market, but perhaps slowly but surely SAE might regain some long term holders. Maybe even an institutional investor at some point?

I don't feel like a large holder and I wouldn't say thati am.

At 722m shares that's 0.07%

And im only there because I kinda had to average down or cut my losses. I'll admit that by now I wish I'd be bold enough to invest more 😅

Owning 498,000 shares

1% are 7,220,000 shares (or so).

How much did you guys invest? I threw in £18,000 / £15,000

"with tidal probably getting 2-4x initial CFD pot ring fenced."

Is there an official statement for this or is this just an assumption? 🤔