Member Info for Strangy83

It's not that I don't like you Rio just find your posts in some cases odd.

You don't know much about the company?

That was proof via early trading posts.

-10 bagger?

-24p?

Just pure and utter ramping. End of.

If you do not like my reply then please green bin me.

I have mellowed recently but if the gloves need to come off then they will..

Really really DYOR.

It was at chartists.

I am not a disciple of them.

Not for me.

If you are a chartist ... Tough

My chart predicts that all newbie chartist posters should chartoff.

Absolute pants.

Don't get why Rio added that chat???

It seems as if GBE are aware of the issues with supporting new technology and I think this is where the Crown Estate investment and pull for private sector backing will be key.

As I have stated the Bess side maybe the big short term gain.

Another rns relating to Bess related projects will be key.

CFD results will be out in 4 weeks so we will have a definitive number on the Meygen allocation.

There will always be the need to be cautious.

If we look at the big picture.

Project 1

Meygen. De-risked in that we are now not a turbine manufacturers or installer. At the time I like so many was not happy about this but in a way it has helped the turnaround.

CFD auctions to be announced and we already know that Meygen will be getting a slice of the pot given its size and potential with the historical proof of concept.

SAE imo then become a project team that supply the know how for this from concept to working and energy creation and revenue.

They take the energy created and this becomes a financial Cash cow in years to come.

The ring fence increase of 50% with an acceleration required even more in AR7 bodes very well.

Yes it will require the full plan and some support for this but there feels like a taik wind now so that must be positive.

We also have a share in Proteus and although reduced we need to be truthful in that we need to be able to manage this project and the energy it gives as revenue. Whether it is Proteus or elsewhere.

Obviously it will be Proteus given the tidal array and their requirement to get the 3mw turbine in the water. We shall see.

Project 2

Meybess. Another little diamond where we have the BESS site for revenue and sell back of energy at better rates as required.

Win win.

This will also be an initial MWs but battery options can double this. This is split between Meybess and the Meygen tidal array. 80 mw for Meygen and the rest for Meybess. This is a very good option and monetiser for SAE.

Project 3

The one which will offer the quickest return and make it the largest BESS in the UK.

News about this will push imo the share price upwards.

If we get really good news about future projects which I would expect shortly then another reate will be on the cards.

All my opinions and assumptions

DYOR.

@mehmet

Believe me when I say I have been a very hard critic and will carry on with that if required

At the moment though I feel we may be looking at some more good news and another jump beyond 3p and further

I'm happy if it stays at 2.4 with no news. There has been lots more reading and in the next few weeks I am sure we will hear some more positive news.

If we do get some more news shortly then I feel we could move this to a new level with a steady base and floor.

BESS will drive this up short term as we look at adding up to 3gw to the grid with the extended batteries when original ones are replaced.

Don't forget we still have plenty more room to open up the Usk business park and then Meybess which imo is nailed in given GBE.

Onwards and upwards.

Was also looking in the Proteus news area and the 3mw turbines are imminent...

So all good at moment.

I did say I would be very happy with it around 2.5 with no news.

The fact that we may get another 50% or more at Meygen is also a bones.

AR 7 is the last window of ARs to add value before we get to 2030 so I am happy at mo.

So it's a minimum of £15m from £10.

Wonder what the max is???

???????

Pask said....

I believe we have some assurance (i.e., blackmail), in that we can ditch the project and give the government the bill for decommissioning of aprx. 40 mil, so I have been lead to believe on this forum. Is that correct?

------------------+++

????

Should find out in the next few days if there is a move on the ring fenced financial support for Tidal?

Fingers crossed...

We all know what the GBE plan is.

We need to know the changes they will make in funding.

We need 2-4* multipliers on AR6 and ring fenced for tidal.

So take your money if you are up and remove the hassle from your life?

You in a fat better position than most...

And I thought I was a whining git?

Deutscher.

Don't get your issue.

Many have been in here 5* what you have and you are in the blue.

Also use Google translate or something because it's nonsensical.

Are you for real?

They used to produce turbines.

They are now not a turbine producer but rather a project delivery team and company for renewables that includes tidal arrays.

They may still have specialised knowledge in house but most of this is with Proteus.

DYOR

Crown estate will remove many obstacles.

Plus Meygen is a crown estate project

😊

This will help....

https://www.gov.uk/government/news/new-great-british-energy-partnership-launched-to-turbocharge-energy-independence

Stand by what I said a few days ago.

2-5 to 3-5 for foreseeable.

It's only at 2.7

Plenty of time left today...