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I’ve got a really good feeling on this for the coming year or two. There’s no way a state owned infrastructure bank would throw £25m into a listed co without a LOT of due diligence.
Also, the Mistral product was pretty much the main leading project with the US Department of Energy LDES funding round of $286m. How many validators do you want to see from state owned entities??
“ Noteworthy among the first group are new projects which will utilise the vanadium redox flow battery (VRFB) technology of Invinity Energy Systems and the carbon dioxide-based technology of Italy-based Energy Dome.
The DOE plans to fund six projects totalling 84MWh of energy storage capacity using Invinity’s latest VRFB product, Mistral, with deliveries expected in 2025. “
https://www.energy-storage.news/energy-dome-invinity-form-redflow-projects-among-does-us325-million-ldes-winners/
Ocado #OCDO breaking a 4 months downtrend. Decent volume last 2 days and channel break indicates a run to 560p. Stock can be squeezy. We are along for the ride now. Expecting 400p+ next wk.
https://x.com/alignresearch/status/1786381740094656955?s=46
Climbing. Got to be a takeover shout while it's at these levels imo
Good luck with it Paul. I've looked at it before a few times. Listened to all the Sunday Roast podcasts etc. You might be right, I just fancy our chances in the medium term here.
Appointment of Sharjeel Suleman as Chief Financial Officer
The Board of Future plc ("Future" or "the Company"), the global platform for specialist media, is pleased to announce the appointment of Sharjeel Suleman to the Company's Board as Chief Financial Officer.
Sharjeel is currently Chief Financial Officer at ITV Studios, a role he has held for the last five years. Before this, he held a variety of senior finance roles at ITV plc including Director of Group Finance and Director of Investor Relations. Sharjeel started his career at KPMG, where he qualified as a chartered accountant.
Never mind Sebo. He said svml is a better opportunity at £149m market cap. Lol .. you’d have to see half a billion plus market cap to get the minimum gains you’ll see from here in coming months.. can’t see that happening on an illiquid share like that any time soon
Straightforward Path to Production
The Eastern Minerals project will utilise simple, well-established mining and processing methods, including excavator mining, gravity concentration, and magnetic separation. No new technology or complex processing is required. Capital Metals is targeting an initial production of 550,000 tonnes per annum of heavy mineral concentrate, which will be expandable over time.
From a permitting perspective, the Environmental Impact Assessment has already been approved and no major obstacles are expected in obtaining the remaining necessary permits and licenses. Martyr stated they are "very confident" in securing the required regulatory approvals over the next three months.
The mine and processing plant construction is expected to take approximately 12 months after the Final Investment Decision. If all goes to plan, this positions Capital Metals to commence production in early 2025.
https://www.cruxinvestor.com/posts/capital-metals-poised-to-bring-sri-lankan-mineral-sands-project-into-production
This is holding up so well. Any little bits if weakness have been snapped up for the whole of April. I expecting 30p plus before next news.. and that might not be far away
16m market cap lads. there’s drillers with no possible funding on the horizon with higher caps than this
Svml is the most illiquid shard i’ve ever seen.
I compare this in a sense to when KOD got their 100m funding for 50% JV. It shot up fast from 30m.. went well over 100m at one point, and is still sat at 89m and it’s similar construction length etc.. maybe longer
Nice interview that. Thanks Paul for posting it
Https://www.ukib.org.uk/about-us
We are the new, government-owned policy bank - launched in June 2021 - providing £22bn of infrastructure finance and partnering with the private sector and local government to finance a green industrial revolution and drive growth across the country.
We are wholly owned and backed by HM Treasury, but we will be operationally independent.
When it does come onetime, anyone who’s bought before it lands, best hold onto their golden tickets, if circa $80m of capex is funded and revenue within 12 month, on top of resource expansion.. it ain’t going lower again
I’d agree with that. For starters
Nice little flurry of buying and no sellers today. Good to see a bit of blue