Member Info for MrH_m

Glad we understand eachother

I just hope some don’t get ‘sucked in’ by apparent Level 2 clues and mystic meg type predictions that the share price is due to explode - no one knows when that will happen, but that’s from day traders looking for a quick flip. They will hate being locked in in here!

Equally, those suggesting the sp will drop much lower than this are equally clueless day traders with their own agenda.

DYOR, remain patient and ignore those who never post their sells 👍🏻

This is what I said on 10/2/26:

EME – valuation, prospects & what matters next10 Feb 2026 11:41

At a £4–5m mcap we clearly arent being valued on reserves, NPVs or future gas cashflow. At the moment EMEs basically being priced on 'survival' plus a bit of optional exposure to Mako, nothing more. That's crazy.

The January RNS did change things though. No more direct cash calls, economic interest kept via the SPV, funded route to development and first gas pencilled in for 2027. That takes the existential risk off the table, but it still doesn’t give the market enough to hang a proper valuation on (yet). That will come.

The big difference vs Conrad isn’t about the asset it’s about clarity. Conrad has control, funding and a defined economic picture. EME doesn’t, at least not publicly, and that’s why the future cashflow isnt being priced in yet.

What’s not priced in yet:

– what the SPV looks like

– who the farminee actually is

- Indonesian approvals / FID

– how the balance sheet and debt is being restructured

– what EME’s cashflow priority really is / future projects etc

Until that’s nailed down, the market are giving lots a nice, low point of entry v potential here.

A rerate will come once we have the final SPV docs, clarity on the economics, a credible operator named, debt resolved etc as above.

High risk, yes -but high reward to those prepared to ride the diops and wait it out.

GLA

I’m still very positive - next news will be confirmation of CLN restructure. This board is starting to fill up with day traders (again) so i’m just providing a realistic viewpoint for those looking in from the outside

Yep - buy the dips, sit back and wait 👍🏻

I think I’m 100% right - makes no difference to me though #BottomDrawer

Nope - this will stay around these levels for the next month or so. That’s fine for the patient long term holders though

Give it a few months - bottom drawer til then

🤪😂😂

Sure

i knock you not for what you do, but for who you are - a self-absorbed ******* seeking validation from others from an anonymopus bb. but you do you

You'll be back out again by the middle of next week - your input and involvement here is immaterial

No one cares 🤦🏻‍♂️

…and then dump your shares a few days later. Yawn

I agree with this poster’s view:

BLUEROAD888

Posted in: EME

Posts: 82

RE: Pied Piper aka Brewster31 Jan 2026 20:06

It’s good to ask questions!! This is how we all help each other understand the investment better and build confidence over time.

The RNS notes that the lender has been supportive so far, which is a very positive sign. With the dispute resolved and the project now fully funded through to first gas, it’s hard to see why the lender wouldn’t agree to revised terms that improve their chances of being repaid.

I hope this helps!

That’s right - this is a bottom drawer share like I’ve said a few times before 👍🏻

It’s actually reassuring in a way that both EME and Conrad are under pressure to provide further updates to satisfy their respective markets

Oh yes thanks for reminding me 👍🏻

Conrad are down 10% overnight so maybe they had to admit to EMEs 8.5% carry

No its all done via online banking, altough scottish widows are part of the llotds banking group so prob the same issue