Member Info for originalharrystamper

Come on SAE, let’s finish 2020 blue!

When it’s back below 0.4 no doubt

As you may recall Sam, I’ve been in and out of CLON over the years and every time I made money on absolutely zero actual news! I can’t see this recent rise being anything more than the historical movement CLON goes through when the mms decide to entice a market. Once again, another 100% rise has been seen on no news and will no doubt have allowed many to leave with decent profits whilst at the same time adding another new allotment of new investors who will soon be either stuck or selling at a loss. All, as ever, imo of course

Let me get this right Sam, what you’re saying is that Weathergeek invested some money in a stock, he then sold for a tidy derisked profit after the share price rose. He also posted his research on a forum for others to read and then use their own judgement and free will to decide upon investing themselves? Hmmmm, I’m struggling to see the problem here? Surely you would have done your own due diligence before buying into a share based on more than simply ‘because someone said it was good’?

Well, after a great but unexpected rise yesterday I think quite rightly the investors who managed to bag shares at 15p are possibly taking some lovely profits and why not! This is the way the market works - sellers move on and release shares for new investors - supply and demand - Id be happy with 40+ % if I was trading it...... but I want 200+% so I’m holding it, ha!

What a great start to the trading week after the Christmas long weekend! I certainly didn’t expect such a well supported rise in a day - I envisaged this being the trend over the week but I’m not complaining, ha! Buys at 23.0 towards close and so far not much in the way of any delayed sell trades. No reason why this can’t continue the upward trend into the mid to late 20s - where it was after the Hana Financial RNS - more of the building blocks are now in place and more boxes have been ticked for the SUP project since then (additional Investment secured, NPA JV sites to support financial close, NRW EP correspondence and Q&As, etc....). Let’s see what tomorrow brings! OHS

I like you’re optimism mate. I’m in a similar other share where I feel the broker target does not reflect the true value! I sold here last week at 2.66 having bought in at 2.16 so not much profit in terms of percentage but value was enough. 50% already on today’s prices from the 2p placement is amazing for those still holding! I’m surprised the mms have walked it up so much and so quickly but on paper, the placement to pay off the debt was a superb strategy

Looks like the news is filtering through and realisation of the true potential of SUP is finding more and more support now the recent updates have been released and digested. Happy!

Don’t get carried away Cam, have you read the Arden report?

Oh, and EPC - Engineering, Procurement and Construction contractor

Ah yes, I just realised there were a lot of acronyms in that post! Here are a few for you: SUP - SIMEC Uskmouth Power, NRW - Natural Resources Wales (the team who will hopefully approve the environmental permit (EP) for the SUP power station. BAT AEL - Best Available Technique for Air Emission Limits, FPMP - Fire Prevention and Mitigation Plan

Latest correspondence with NRW:

"The performance guarantee for ammonia emission, mandated by SUP and offered by the conversion EPC contractor is lower still at 10 mg/Nm3 at 6%O2; this scenario has also been assessed and reported as an operational performance guarantee and hence an achievable future Permit condition".

"The air quality assessment has been updated to reflect the latest assumptions on emissions of ammonia which are the largest contributing factor to nitrogen deposition. The initial assessment which accompanied the Permit Variation application was based on an emission concentration of 15 mg/Nm3 at 11% O2 (or 23 mg/Nm3 at 6% O2 which reflects actual combustion conditions) corresponding to the 2018 Waste Incineration BATC AEL for ammonia emissions from existing plant using dry abatement and SNCR. As NRW now considers the Uskmouth Conversion to represent a “New” waste incineration installation, the ammonia AEL for new plant has been modelled in this updated assessment, which is 10 mg/Nm3 at 11%O2 or 15 mg/Nm3 at 6%O2".

Q9 – impact of aerial emissions on ecological receptors - ANSWERED and reported as an operational performance guarantee and hence an achievable future Permit condition!

Q4 – water emissions impact assessment - separated from the current substantial permit variation application and considered separately in due course!

Fire Prevention and Mitigation Plan (FPMP) - this is the reason for the 'delay as it was referred to' - not a delay at all - more info required by NRW so they have given them an extension to do so

Fantastic update! (imo of course!) OHS

In simple terms - tidal hasn’t been able to compete with offshore wind when it has come to investments. This is due to change next year now the changes to the 4th round of the Contracts for Difference (CfD) have been announced - Off shore wind will now be in a separate pot

Very good mate! Let’s hope it applies to NRW, ha!

It’s an anagram by the way! Couldn’t resist another so here’s ‘one for the dads’:

NICE GENITALS MASTERY

Took me long enough but I wanted to use all the letters!

GREEN ANALYSIS TIME - TC (Tim Cornelius)

When you’re full of turkey (nut loaf for the veggies and vegans) all the trimmings, let’s see some others! Ha!

No probs Phyl, half day today on the markets so hopefully some ‘on the fence’ investors will dip a toe in before the long weekend

Morning OT, that’s how I read it: “ will be separated from the current substantial permit variation application and
considered separately in due course. This is based on the information provided in your
permit application that the nature of the discharges from W1a, W1b and W2 would not
change as a result of the proposed variations.”

I don’t think this latest update has filtered through properly yet mate. That air emissions report is mega detailed and confirms that SUP will operate BELOW the stipulated levels of a ‘new’ plant, which are in fact lower still than those of an ,existing’ plant! Fantastic news! FPMP - this is requiring the additional time to ensure flue temperatures also meet the set standards and tolerances. Subcoal PAF is a NEW fuel and therefore needs a lot of modelling to prove its operational efficiency. I also think we may get an update on who the EPC Contractor will be fairly soon - I assume they will need to be already working very closely with someone to be in a position to provide NRW with the FPMP

Cheers Phyl - was just doing my daily rounds of research links, ha! I particularly like reading this part though, "achievable future Permit condition"

Latest correspondence with NRW:

"The performance guarantee for ammonia emission, mandated by SUP and offered by the conversion EPC contractor is lower still at 10 mg/Nm3 at 6%O2; this scenario has also been assessed and reported as an operational performance guarantee and hence an achievable future Permit condition".

"The air quality assessment has been updated to reflect the latest assumptions on emissions of ammonia which are the largest contributing factor to nitrogen deposition. The initial assessment which accompanied the Permit Variation application was based on an emission concentration of 15 mg/Nm3 at 11% O2 (or 23 mg/Nm3 at 6% O2 which reflects actual combustion conditions) corresponding to the 2018 Waste Incineration BATC AEL for ammonia emissions from existing plant using dry abatement and SNCR. As NRW now considers the Uskmouth Conversion to represent a “New” waste incineration installation, the ammonia AEL for new plant has been modelled in this updated assessment, which is 10 mg/Nm3 at 11%O2 or 15 mg/Nm3 at 6%O2".

Q9 – impact of aerial emissions on ecological receptors - ANSWERED and reported as an operational performance guarantee and hence an achievable future Permit condition!

Q4 – water emissions impact assessment - separated from the current substantial permit variation application and considered separately in due course!

Fire Prevention and Mitigation Plan (FPMP) - this is the reason for the 'delay as it was referred to' - not a delay at all - more info required by NRW so they have given them an extension to do so

Fantastic update! (imo of course!) OHS