Member Info for Mumbles2021

DP, i have to admit i do block you, but i keep having to come back as i miss the entertainment value.

China, that i agree with. For now, those shares will not be part of the free float. Which will remain the same.

SP/DP 11.7% actually. You seem to have graduated onto percentages. But your point is?….. couple of weeks you had PRE going into administration on the Wednesday rolling the quarterly report.

DP if you really think there is a case to answer make a complaint to the FCA.

Naivety possibly.

Theo, it is entirely possible that the 200K was a snapshot figure, in fact more than likely was. and that some substantial receivables were due in, as per there normal course of business. i dont know? maybe VAT refunds or such like?. Then again, i guess you could be right.

Do agree with you somewhat on this one, the only way marine transportation will be able to on the same scale as now and have a zero carbon footprint is by using Hydrogen. But not entirely convinced about road transportation. But at the end of the day whether it is blue or green hydrogen, still going to needs lots of electricity to extract from either water or natural gas.

Big mistake, back up again now

hogsnipe, probably because the sellers are price takers not price makers. The buyers wil take all they can but only at the price they want. Sellers are willing to give them it at the moment.

Theo, if it doesnt, then the Yorkshire energy park is already a dud. I’ll have to look to if there is a forum on LSE. Intresting to see the comments on there as well.

Smartpunter, This is your usual tactic, . The capex has been adjusted from the last numbers from 495 million to 502 million. I have no reason not to believe the numbers that are published. Not to accept that inflation is real concern at the Moment. I know It suits your narrative to strongly infer that the management are not only inept but also dishonest. My own interactions with them do not support this. If i had the slightest hint, i would have run along time ago.

So am i

TDav, i appreciate that your have adjusted the price for 13% VAT

Smartpunter, please deal in specifics and back up your statements with facts. The latest information was published on Monday.

Thank you also from the FEED and from Fridays company note. OPEX costs or $44,000/MT current prices are $77,000, leaving $33,000 / MT to cover amortisation of plant and machinery in the initial . If the construction cost including interest payments are approximately 650 million, then pay back is in 4-5 yeas rather than the initial 2-3 assuming the prices stay at this level, the project is still very viable at $65,000/MT. Nobody expects this level of pricing to be maintained. Not even you I suspect

TDav, would love to see your calculation before i comment

Barclayshare, because every now and again life needs to be entertaining and SP provides no end of fun. Alternatively i could go and shave the hairs on a peach.

SP, thats because the race hasn’t run its course yet. Agree it is entirely possible that the vet will have to be called to put the horse out if its misery. It’s also still possible that it will romp off to the finish line, not necessarily in first place, but maybe with a placing. But it’s not over until it’s over……..its not a case of ignoring warnings, its looking at the whole picture, including the warnings and deciding that on balance the odds are are in favor of a positive rather than negative outcome and that its worth the risk to continue. We have different opinions as to the outcome of the same race. However i do wish you would stop trying to dope the horses…….

but SP, what is your interest in this. i know I've asked before. and im sure it isn't anything altruistic. We've all read the report and it doesn't make a nice bedtime story but we can formulate our own conclusions from it, then decide to buy hold or sell. Your input doesn't influence that decision in the slightest. or if it does, then the PI whose taken your advice probably needs to report into his carer.

because those that want out, are desperate to be out....