Member Info for Mkx007

Completely agree - the funding was a big killer but once that box is ticked there is very little really to stop this being exciting. The JV and build as SW said are then even bigger adders - I don't see it going any lower as it doesn't need to be with the assets in the ground. Dilution/placing would be the worst outcome for the shareholders that have stuck by and not driven this into the ground.

As for Q&A - RNS cost money and is only a requirement if there is something that is market sensitive. Anything else an informal platform would be good to use. Shows intent to engage which is great as long as he doesn't screw us over.

Assuming there's no dilution, I'll be looking for 1.5p as a stretch target.

Globalsolution whilst I appreciate the note - it's also significantly flawed.

Natgas production has got CO2 reduction in the form of carbon capture.

Solar Panels production NEEDS solar panels in order to reduce the CO2 output, currently today the aren't enough facilities in the world making panels outside of China (where everyone knows the rules are relaxed).

The next big flaw is it just looks at initial production. The CO2 emissions from solar only have transport which could be seen as equivalent to NatGas but that's it. They are 0 emission beyond that point - for the next 10-20 years. NatGas is then burnt and those emissions should be factored in.

If you look at as specific thing in isolation and compare it something else then it's not very good analysis. Technically specific the most CO2 producing (if you look at only emissions, not net absorbed) will be farming which everyone knows has a net benefit to the world.

This is pretty cool - if successful, it'll be very disruptive for the modern secretary or PA.

Would be interested in using this though - so much time is lost trying to schedule a meeting when others internally

Ahh well - thought it was too good to be true.

Everything sounds positive in the latest report so I'll stick around until Interim Results at the start of September

Liking the sound of this. Will be able to deploy that fairly cheaply as well which good. Lowers the overall carbon footprint of the site...just need the darn thing approved!!

there is something funny about a broker doing a placing...and at a massive discount means they've ****ed a few people off!

Seems like this is a Gimme - It's dropped 25p

you get the 35p dividend.

Should only drop 10p tomorrow, so you're net 25p on the day. Very strange scenario!!

Can't blame you for taking the 10%

I imagine the market was looking at GSF's peers GRID and HEIT who have heavy reliance on the GB market. GRIDs results in September will be very interesting considering the last 6 months. HEIT have relatively good performance from their 2-hour systems but not exactly sure it justifies the capex yet. Pillswood (196 MWh) cost £75m based on what was reported...they've made circa £5m this year so far.

Would be good to see something come in regarding this - kinda disappointed it's over 6 months since it lapsed. Thought we'd be faster to progress.

Finally seeing a quid on the offer, and slightly higher - need the bid to creep up too.

Looks like the global portfolio is carrying a lot of value vs peers (GRID, HEIT)

Looks like there are some interesting discussions around crypto. The ripple win will be a good one too!!

G20 discussion ongoing on how to implement crypto/blockchain - I think a lot of governments are now realising they are behind the curve.

Can Honduras become a power state with their holdings?

This kinda thing works when you have shares in the treasury. I would personally like to see something like a buyback scheme - using 10% of the dividend pool to buyback shares, so they if they need to raise the share on the companies own books have value.

To be fair - not sure why anyone would take that offer - you can purchase 30% more shares on the open market.

Another classic Buy as Sell labelling - showing there is quite a bit of interest today. Full results looking good!

Need another update or some momentum from the East!! Everything seems to be set up to go.

Look like a full ramp in 2024/25 time latest - hopefully Naheed can accelerate that further. Need THAR moving, we've been waiting years for it!!

It's not.

However the link would be they are both doing "solid state" batteries...so kinda relevant.

What did you say about I3E? Doesn't look like there is anything of note on this one?

The drop is a bit concerning, however i've been in this game longer enough to know that it might just be MMs dropping to pick up shares ahead of a positive RNS, lets hope for the latter!!