Member Info for pwlx

Dan, it’s my assumption (no evidence) that this payment is part of the £1.4m reduction in cash asset balance between 30th June and 7th Dec this year.

The supplier has been named; Wogen. It may not even be coming from one single plant, until and unless there’s further detail we won’t know for sure.

I’m honestly not sure I care too much where the supply comes from. As long as there’s supply and it’s got decent ESG credentials then I’m sold. If it’s coming from a trading house they’ve obviously got a source lined up, if PA says it’s South America then it’s South America. Could be a new endeavour for Wogen 🤷‍♂️ No need for them to have done something over there before for them to be doing something there now.

Check the link in my previous post Herbs - do some research for yourself and see that it’s real, I dare you.

On here this morning…

Yes there’s a new license been issued. Anyone who wants to verify this for themselves can go to https://rfgf.ru/ReestrLic/ and filter to licenses in Murmansk, the Travyanaya license is the first one in the list as it’s the most recently issued license in the region. You’ll need a VPN connection to Russia to get into the site.

Sure the company will RNS as such this afternoon or tomorrow, to address media speculation…

No it’s not a plot by the Telegram group 😂 Not sure what planet some of you are living on but we’re just a bunch of ordinary investors who like to discuss things without every conversation turning into a shouting match…

#ALK will be hosting an update webinar on Wednesday 1st November at 12.00 pm following recent key updates on the strategy in Australia as well as feedstock/offtake progress.

ALK will be represented by Paul Atherley, Non-Exec Chairman

Link to sign up to the Zoom meeting is on Alkemy's Twitter page

“No significant dilution” has been the stated case since Alkemy first published their prospectus, nothing new here.

Very easy to whinge about timelines and yes indeed, company were clearly over optimistic re 2nd quarter 2023. But it isn’t easy to negotiate an enormous deal with a global automotive OEM either and if that takes some time then that’s fine by me 👍

£50k worth bought yesterday morning… 👀

The point is not how high the share price is now, those shares issued to Paul and Sam on Friday would have been issued on Friday, at a value of £1.40, irrespective of the current share price and newsflow. That loan repayment deal was signed a long time ago. The pace of newsflow has no relevance to the issuance of those shares.

Not saying that hasn’t happened elsewhere, but that share deal was guaranteed months ago. They would’ve got those loan repayment shares at £1.40 even if the share price was £30 today.

That share issue in repayment of loans made to the company doesn’t have any bearing on newsflow timeline - it was agreed and publicised at the time. This agreement would have had to be RNS’d at the time of signing irrespective of the loan repayment shares. The only reason that issue was delayed was due to takeover code rules and the company not wanting to reissue a prospectus.

Great news today nonetheless

Yeah, Weardale could certainly be a great very low carbon supplier of feedstock down the line for trains 3/4 if they can get their pilot plant up and running successfully.

This coming Wednesday, it will be five weeks since the Australia Feasibility Study was complete and announced to market, which was going to be used for "utilised for completion of due diligence activities with various potential feedstock suppliers as a planned next step to finalising binding agreements."

Now these are undoubtedly big companies carrying out the due diligence, which invariably will take some time - how much time is anyone's guess but 6-8 weeks would seem realistic. Should mean we're getting very close to feedstock...

Not how it works parttimer, sorry - the indemnity is intended to cover the eventuality of another party making a claim on the shares at any point in the future, not just at their current value

They’ll come when they’re ready Roger - not due until the end of the month so don’t expect them until then, and you’ll be pleasantly surprised if they do arrive early.

Feedstock should certainly be here this month or next, but personally wouldn’t pay too much attention to the people trying to ramp it on Twitter. Let the RNS’ speak for themselves.

Toffers / Francis / Mateix Analysis / Kira has ‘just popped in’ like she doesn’t spend all day with eyes glued to the EUA board 😂😂😂

Not an issue at all. If there’s one thing I’ve learned in investing it’s that projects of scale like this are always delayed. I didn’t buy in to spend my time caring about what the share price is pre-funding because why would I consider selling pre-funding? Current share price is an irrelevance.

They’ll be announcing binding feedstock this year, not just an MOU