Member Info for spot7

Hi expatbrat - does this site have planning permission yet? Also what about the financing side of things. Be interesting to see their strategy going forward i.e debt/dilution/private finance/govt etc.

https://www.thormining.com/sites/thormining/media/pdf/asx-announcements/20211029---asx-sept-2021-qtr-activities-report--cashflow.pdf
Couldn't sleep and saw this. GLA

I think that was later corrected to 30mln gallons from the original post back on 14th Sept I believe. GLA

https://www.cnbc.com/2021/10/25/blackrock-ceo-larry-fink-next-1000-unicorns-will-be-in-climate-tech.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1635249645

https://www.cityam.com/first-deal-for-new-uk-infrastructure-bank-as-it-pumps-107m-into-green-energy-hub/
The UK Infrastructure Bank opened for business in June and has an initial £12bn of capital to deploy as well as £10bn of Government guarantees.
Chancellor Rishi Sunak welcomed the UKIB’s first deal.
“It’s great to see the UK Infrastructure Bank is already doing deals and helping deliver on our pledge to level up and reach Net Zero,”
May chuck some money our way? COP26 around the corner , fingers crossed people. GLA.

Beer? - if it gets to 3p Chateau d'Yquem 1986 !!!

Seriously people - have your disagreements and differences of opinion all you like and back it up with facts if needed or just say in my opinion etc. But name calling by anyone to anyone regardless of their entitled to opinion is pathetic and childish. Grow up. We are supposedly adults on here trying to make money whatever your views on investments are. GLA

snooz - according to googlemaps 2 hours drive North from Adelaide and pretty much on the coast with a few ports dotted around. What did we do before google? Lets get digging !
https://www.youtube.com/watch?v=HI0x0KYChq4

And more to the point if elected she wants to build several new nuclear reactors. I'm not commenting on her political agenda but that would mean more uranium needed.
https://www.usnews.com/news/world/articles/2021-10-14/frances-le-pen-says-she-will-take-down-wind-turbines-if-she-is-elected
As for a previous comment regarding placing yes I'm sure there will be and most of us are probably aware of this - after all it is the nature of the beast as are a lot of compan ies in AIM. A round of good drilling results and permits for uranium exploration should see the sp up nicely and maybe a placing on the back of that. GLA.

snooz - many thanks for clarifying that. I think it's a fair value incentive especially better than just awarding cash from the bottom line. Roll on results in coming weeks / months. I quite like the word production being used by Nicole in the presentation for 2023 but not sure I've heard this before with THOR under previous management. GLA.

Please excuse my ignorance but if they (directors) are issued warrants they still have to pay for the shares. The warrant merely gives the the right to buy shares at that price so ideally the sp goes beyong the strike price to make it more of an incentive to them or have I got that completely wrong? Glad to be corrected etc.

So back on the 9th September I sent a message to The Mayor of Natchez when a news article came out posted on here by Investmaster on the 8th September. He actually replied to me albeit some what later on. Below is full transcript. I was asking a general question re funding. GLA.

Dan Gibson
Lives in Natchez, Mississippi
Pianist at Monmouth Historic Inn & Restaurant 1818, Consultant at Dan M. Gibson & Company, Inc. and Mayor at The City of Natchez, MS
Studied at Mississippi State University
9 September at 11:44
9 Sep 2021, 11:44
You sent
Hi there Mayor Gibson - I just read with great interest you piece in The Democrat regarding The Bayou Fuels project using Velocys technology. A great project and one that should be taken seriously if we are to battle climate change. Where do you expect the funding to come from for the potential $1.5bln needed for the site? Public e.g The State or private or both etc ? Also would there be some form of tax credits given to the end users of SAF as it will probably be more expensive initially than regualar jet fuel? Kind regards and please please get this project going - Save the planet & create some jobs !
Today at 12:56
12:56
Dan
Dan Gibson
Hi Simon - thanks for your message. For some reason I am just now seeing it. We are excited about Bayou Fuels and Velocys. They are raising funds from all over the world for this project, and some TIF Bonds, state funds offset by tax increment financing, will likely be used also for a small percentage. It's quite a lot that they have to raise, but I am optimistic that they will. I agree with you, this will be a win win!
You can now call each other and see information such as Active Status and when you've read messages.
Today at 13:13
13:13
You sent
Many thanks Dan. I sincerely hope it all goes well for those concerned. Will be a good boost to the State aswell. Good luck.
Dan
Dan Gibson
Thanks so much!

Ha ha back in the day - Drapers Hall in Throgmorten Ave - very fine building. Cant quite remember exact years I used to frequent The Arbitrager but between 1986 and 1998 ! Drive a bus through that spread !

Mullins - in Throgmorten St ?

Also need to get the incentives up and running over here as they have in the USA - tax credits etc - and liked the mention of three feedstocks , msw,woody biomass and power to liquid. They also seem very big on their own technology giving it an advantage over others. Let's hope that comes to fruition over the years as SAF begins to be the norm. JAL will use SAF once that plant is built and Velocys will get the engineering fees etc as you rightly mention. I don't clain to be a tech wizard on this stuff but sounds good going forward.

https://www.velocys.com/2021/09/24/investor-presentation-2/
I agree with wilco999 - I think a fundraise is already priced in. GLA

Bit more Uranium reasoning. Looking forward to next few months. GLA
https://www.youtube.com/watch?v=tjgO26nQmnE

Looks like DEC now - from HotCopper
https://hotcopper.com.au/threads/ann-investor-presentation.6291146/page-28?post_id=56251816

Hey at least they have corrected the 300 million gallons of fuel down to 30 million from when the Whitehouse put this out on 10th Sept. Either way glad it's getting more press.

Not sure about absolute levels but it needs fresh money on the buy side. Trouble is this stock - and I've been in long and wrong so many times(dating back to 2010 I think) due to the share dilution that just pished a lot of investors/potential investors off. It now needs to be rebranded almost. I'm just hoping the new management and fully funded 2021 programme achieves this. Technicals to me on AIM shares don't count for much until you become a producer. Otherwise it's all about news flow. I would like to see a steady climb rather than a quick pump n dump and a large gap up will cause selling and may avert potential investors. Slow and steady for me please - at least thats what the missus says! 1.5p by Xmas and I'll be happy not that I wouldn't want more. If the upcoming results warrant it then yeah crack on but a gradual good news trickle I think will gleam more interest. GLA.