Member Info for NorthernMagic

Thank you.
Atb,
Northern

yet re the general meeting? Thought I would have received it by now.
Possibly it will arrive in the post tomorrow.
Atb,
Northern

Zephyr sp has not started to move up as we head towards the production results. Maybe the sp move upwards comes after the production results rather than before, hope so!
Atb,
Northern

but also following this some further good news to keep momentum going. A number of times I have seen good news followed by a jump in the sp then with not much news to follow a slide in the sp. Here is hoping that following the production figures that will be a continued stream of good news. Based on how this company has performed over the last 10 months or so I am very much expecting this to be the case.
Atb,
Northern

Maybe this will be the sort of thing that Atome can achieve with a number of different partnerships with large private companies that are looking for a green hydrogen supplier. Time will tell but it sounds like the deals could be quite large.
Atb,
Northern

I suppose it's anyone's guess 're the price by April. Maybe 12-15p but who knows?
Atb,
Northern

Zephyr's asset made me have a little think about that. The answers I came up with are - remember how quickly it has taken the current board to get to this point, the board are extremely ambitious, knowledgeable and experienced. They are heavily invested in the success of the company.
Given all the above I don't think we have much to be concerned about.
Atb,
Northern

but this company always seems to be pushing on all fronts for improvements . This gives me great reassurance especially with their current of partner that there are always things that are being looked at and prioritized and brought into the Zephyr pipeline. Yes, we have near term the production results to look forward too but as well as this so much more!
Atb,
Northern

as the price moves up towards 7p. If it does move to 10p from 7p by the end of the year then that will be around a 42% increase. People seem to think this is not beyond the realms of possibility.
However, we are all different 're risk , so purely a personal decision but looks a tempting proposition. As always please dyor and all imho.
Atb,
Northern

I see it that way too comeonvog - Salta and Atome with hopefully some sign off news on the Farm Out and who the JV partner is. So, hopefully by year end 3p and some Atome shares too.
Atb,
Northern

It will be really interesting to see how the balance of positive results starts to effect confidence and hence valuation. Presumably the more drilling and the more they learn the n the better the results will.become. Hoping so anyway.
Atb,
Northern

Great post. Thank you for digging this out for us papaduke.
Atb,
Northern

work out for Aminex. Say the CH-1 drilling and further drilling goes well and income starts to come in - will Aminex be entitled to 25% of that revenue based on their share of the asset - is that how it will work? I'm just trying to understand how a valuation can be determined for Aminex depending on future growth. Have any other posters come across similar scenarios and are aware of how this works in practice?
Atb,
Northern

When you start to look at those pictures you get a real sense of the logistical operation that CH has made reference to in his recent interviews. Given the current circumstances and shortages they've achieved something major here keeping things on schedule. A great team effort and partner for the drilling by the looks of things. Not long now ....
Atb,
Northern

wait for activity with this company. However, of late we appear to be getting some action from the company and the implicit closer working relationship with TPDC with the payments that have been due for a long time.
Hopefully this bodes well for the future - the main measure though will be success with the drill bit. Hopefully we will have some upward movement in the so before drilling and then on success a good bit more.
Atb,
Northern

Some initial news by maybe Friday next week?
Very exciting times.
Atb,
Northern

referred to in one of the recent posts that includes Trafigura and green ammonia and Atome are aiming to produce lots of this in the future - very interesting.
Atb,
Northern

Maybe news by this time next week. It sounds like it's a case of so far, so good!
Atb,
Northern

but will need a couple of years by the sounds of it to get production growth and revenue coming in.
Near term it will be Salta and Paraguay but I do like the idea of at some stage before the end of this year being invested in a green hydrogen company. PL sounds quite excited today too - he did look a bit older though and quite tired today but he does seem to be enjoying himself - hopefully one or more of the three things on the table at the moment will help the sp progress in the near then medium term.
Atb,
Northern

I seem to remember that one of the winners of one of the Earthshot prizes was a manufacturer of green hydrogen. Yes, it will certainly be interesting to see how Atome progresses as a decent sized listing presumably means quite a big scale of production.
Atb,
Northern