Member Info for Phyl

Not posted for a short while. New Dawn? Sounds like the name of a new vampire film doesn't it? But that's exactly what were heading into as 2020 comes to a thankful close. We'll look back on it both from a personal & financial viewpoint. For me, I lost a dear uncle to Covid-19. Makes you think what's really important? Thankfully, the Oxford Uni/AZN vaccine collaboration has proved successful in terms of it being given UK clearance today. I am hopeful this will allow us & the world at large to help live our lives again. To bring about some normality in our personal lives. In our professional lives too, where hopefully business can thrive & prosper. One such company being Simec Atlantis. (Ticker SAE) This year, I have been most grateful for the ear of the leadership team being a mere retail investor. Throughout 2020 it has managed to make strides across all 3 trading divisions that are tidal, (core) Hydro and Uskmouth despite the global challenges that has bereft us all. The SP has been volatile no doubt about that but the general direction is upward but will it achieve our aspirations? I for one believe it will. I believe, we are looking into 2021 (crystal ball polished) into being the most important year in it's relatively short history. A transformational year for all 3 divisions. A new dawn. War chest at the ready with up to £12m laying inside it to capitalise post Brexit post covid on any potential acquisitions or capital enhancements to develop each business segment. The SP has been and unfortunately will be subject to SUP. I say unfortunately because it shouldn't be. Tidal energy is set to become bigger & more profitable and on it's own, could steer the company into profit for the 1st time in its history. Last year, tidal accounted for a 50% reduction in profit loss leading to a surge in SP at the time. Hydro is set to continue making strides and playing it's part. SUP & the NPA JV (fuel pellets) is set to make this company transformational though. I would rather it tidal but everyone's interested in SUP & hence the SP is likely to continue to be governed by this increasingly important division. We are close very close. Final questions have been asked with only a few remaining answers to be given. SAE have employed industry expertise to help them get over the line with the environmental permit. (EP) SAE are targeting an end of Qtr2 for this and have stated they are on track as far as these timings are concerned. Don't be fooled. I think SAE have given worse case scenario here so don't be too suprised to read an RNS much sooner than this. They are actively speaking to new potential customers for its waste to energy fuel pellets. The same fuel pellets to run the Uskmouth Ovens. Good news just around the corner? Broker price: 0.67p. Listen to them if you want but for me, any successes could easily dwarf this as SAE transitions itself from a small to mid cap company. Finally, as we enter the new dawn, I sincerely wish all SAE investors & i

Simec Atlantis: (SAE) could well be a transformational year ahead with ground-breaking innovation in the the renewable energy industry that's beginning to gather apace. Their Uskmouth Power Station coal to energy from waste project will be the real gamechanger here provided it gets it's planning application approved starting with an environmental permit. Once granted, the SP should soar. Lot's going on with its tidal business which they're world leading. One to research/watch closely.

Wishing you & everyone connected with SAE a wonderful Xmas. Be merry!

Morning OHS, thanks as ever for sharing your valuable not to mention enlightening research. Matters are indeed progressing nicely with everything that I read & hear being extremely positive. The "building blocks " are indeed being put into place!

Simply brilliant update OHS and many thanks once again I hasten to add for sharing your invaluable research.

Well aware that AZN are not going to make a short term profit. In my last post I said "more ways than one". With one way meaning the delivery of a vacvine with worldwide healthcare connotations. The flip side is that AZN will tale a great deal of credit (as will Oxford university naturally) and at the dame time enhance its reputation as a BIG Pharma company. More people with the vaccine should benefit pretty much all business globally including healthcare companies competitors included. It's also actively working on many levels to deliver truly profitable drugs, hence again "More ways than one".

Over the past few weeks in particular, AZN have delivered what the markets feel to be good, bad & indifferent news. But, in my view, mostly good. Largely, the buys outweigh the sells and some days, substantially so and yet, the SP moves in a downward spiral. The dark forces that are the MM's continue to manipulate the SP the way they do but at some point they will move on and at some point AZN will deliver the news that everyone the world over will want to hear particularly us in the UK: The COVID-19 vaccine has been approved by the regulators. I hear this may be as soon as Dec 28th/29th. OK, I think those that bought in at a much higher price than today's SP could be nervous and I include myself, but I for one, believe we will get the best possible start to 2021 in more ways than one.

Ha ha ha. If you like OT. I call it a vaccine to good financial health! Seriously, it will be interesting to how the SP fares today. Not sure the RNS's today will be the major influencer as the current SP seems way too cheap to me but hence a fabulous, natural buying in opportunity for both existing & new investors alike. However, to me, both RNS's underpin SAE's confidence that its well on it's way to delivering on both land & sea division fronts which is what we want to hear.

Literally!

Literally!

Brilliant find OT. Once again, endorses all that's going on within the SAE tidal division.

Thanks OT. Great find and fits in beautifully with what Tim Cornellius said in his CEO statement on this morning's RNS around the fuel pellets opportunity. While it doesn't specifically confirm the supplier, it wouldn't suprise me if Drax were trialling the NPA variant. Time will tell on this one.

Hi Stangy83, completely empathise with your view regarding the dark forces. Said so myself on numerous previous posts. However, selling up at a low point is just playing into the short sellers hands. It's about time we gave them a bloody lip! There's nothing dark about SAE's message. The pipeline within all 3 divisions is a rich one. SAE are absolutely expecting to deliver good, meaningful news during the course of the new year. Not just rhetoric. The CEO is excited about the pellets opportunity. Interesting watch.

Me too OT. After SUP, this is one of the main areas of focus and highly profitable! Hanging on & keeping the faith!

Exactly what we were looking for.

Fully understand & wholly respect your view on my response to today's RNS DD77. However, I share the same view as Allthatglitters. We've now had 2 RNS's in the space of a week, both of which are airing on the positive but the markets have deemed otherwise & reacted accordingly. In my view, the RNS last Wed was a tad unclear leading to incomprehension. Today's RNS has been written by SAE's legal team and set out like they were in communication with another legal team. To decipher it as you say, I believe, is a real challenge for the common man. I say this respectfully. There is much fat to chew here. A further RNS this time in layman's terms might just help settle the market as a whole. Going back to the 1st RNS, the SP has simply nosedived each subsequent day. Today's early trading has seen a blue start quickly followed by a fall once the RNS had been taken on board by the markets. I believe my suggestion for a further RNS therefore may help the SP to recover. Good for those previously invested but perhaps not for those that want to see the SP at nothing before parting with their hard earned cash. There's an old Chinese proverb: " one man's meat is another man's poison". Especially true in the world of investments I think!

Once again chaps, a complete over reaction to this latest RNS thats meant to be more positive than negatively impactful. Never ceases to amaze me how fickle the markets are. Just spoken with Sean at SAE. In essence then, SAE have taken steps to protec themselves in ANY event matters MAY go sour next year. They already have liquidity bur are simply building a "war chest" just in case they need to quickly access any further funds due to the sheer scale of their tidal pipeline opportunities plus extra funds to help them get across the line in respect of SUP. This is entirely the right thing to do. Getting investment at relatively low cost. They are committed to taking £2m with less than 1% shareholder dilution with further accessible funds if needed further on down the track. I say again, they are simply doing all they can to ensure sufficient funding is in place to fully capitalise on the opportunities that are/have presented themselves while at the same time safeguarding investor interests by way of minimum cost. Unlike, I hasten to add, other businesses trying to navigate the covid 19 waters. I have made a very specific recommendation that a further RNS be posted post haste from Tim C to clarify in layman's terms the thinking & mechanism behind today's RNS. Sean has a zoom meeting with Tim later on and has agreed to discuss my idea with him and has agreed to call me later on this afternoon. Sean thinks it's a good suggestion. Hope this helps for now. Keeping the faith.

Hi badshah13, in essence, its down to the already known delay to the Uskmouth Environmental permit. The market haven't taken the news well but as I say, this was old news anyway. This has caused a sell off reaction as well so a perfect storm so to speak. Complete & utter over-reaction in my view. Tidal & Hydro both having had positive updates which makes the current SP even more a mockery. Hope this helps for now.

Even my nerves are being tested! I'm way down but as I keep on bleating, keeping the faith! and why? The tide always turns and when it does, SAE will be there to catch it's thrust and to turn that thrust into power and turn that power into profits and those profits to line our pockets! Seriously, the SP nowhere near justifies the company's worth not to mention it's riçh pipeline of opportunity. The reason for the drop is, as OHS rightly points out, entirely down to the delay with SUP and it's subsequent risk. However, the SP has dropped 30% since this day last week. Far far too much de-risk has been factored in here. A 30% drop means the company's worth has dropped by the same value. No way, Jose.

Sadly fatprofits I cannot take credit. I lifted the information from a news feed but thought it interesting enough to share as I thought it summed the exact position we are in possibly more positively than some of the de-rampers on this forum? Glad you found some use as this is what my intention was.