Member Info for Strangy83

&trojean.

What does he know in the video..

Couldn't even pronounce name.

Does not know what they do.

Does not know that they could come away from Meygen and just stay with Bess.

To be fair he was talking dross.

The debt is there but coming down.

More options now then a few years ago.

Time will tell...

But...

Do we think that SAE have the ability and drive along with financial backing to push this through and get 50mw in place?

I am not so sure now as I was previously.

It has the feeling that this may need to be done by a bigger company with deeper pockets and the ability to finance.

Hope I am wrong.

If I am not then is BESS type projects the way forward for SAE.

Worth a constructive chat and debate.

Wish I knew where you was going with this. We know it costs an arm.and a leg otherwise we would have had 4 turbines in the water.

Conspiracy theory is are they waiting so it does not go back in and to the dismay of many on here they are then out of tidal.

Risk v reward.

Risk is far greater in tidal than BESS.

3 years ago the call in knocked us for six ref Uskmouth.

In those 3 years they are in the process now of 1gw of energy supply with 2 hour batteries with a view to replace with 4 hour batteries at some point.

This then gives them 2gw at Bess Usk

The same would gives us 400mw at Meybess.

The risks are less especially from the supply chain.

Food for thought.

It is a dead cert that more will come SAEs way.

Great British Energy based in Scotland..

Fossil fuels kicked into the long grass...

What is it SAE are doing again...

Energy from renewables..

Very positive.

Imo that is

In the real world the market moves both ways we all know that.

Imo some people seem to think that massive rerates or drops are inevitable or they assume this.

Either good news and deals in this case.

Good news was new CEO a shake up and a new found confidence.

Deals may or may not be around the corner this is the assumption by many wannabe SP detectives in twitter.

Personally having said all that I just get the feeling we are on the cusp of something that maybe better than expected..

Hopefully

It was aimed at the original poster.

And whatever Wyn says is not gospel.

He has an agenda.

He is not the messiah.

With regards to Relative Strength Index.

Not my cup of tea. Too many mystic megs using charts.

With regards to my comments.

They are meant as tongue in cheek.

Original poster has lost another 9% just on today's rise this far...

Must be a disciple of Wyn

@skipjack.

It's been mentioned previously on the BB by a few people.

Don't you remember?

To original poster.

You really need to DYOR....

Poor

@thorn

What do you get per deramp from TW

Tozzers.

Also the loss expected to go from no turbines in O2 to 3mw and 50mw.

This will either be best case 18 ISH at 3mw or 33 at 1.5

It is assumed the 3mw are to be used all using new systems and technology which normally means issues.

There is then the finance to get these and also fit along with subsea foundation and cabling systems.

The uptake from supply chain to operation needs to be quick otherwise it is lost revenue.

This is the risk area where SAE are still in debt hence financing and planning is pivotal.

That that ranker Thorn is a troll??? 🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌🧌

It was meant to be an interpretation of information that is in the public domain.

To be fair no one on this board has ever really had a full nailed down understanding financially what has been happening to SAE over the last 3 years.

This relates to most shareholders not being told everything about what has been happening behind the scenes.

Little info was given about the sale of Proteus with an RNS well after the deal.

Debt at Meygen seems a little flaky with regards to what has been going where.

We have had a great RNS recently.

We have a had a personalised report.

We have them had some more information.

A little like the query from Oldtramp...Is Tidal gonna happen with SAE.

Now we have hopefully got rid of all the trading tozzers maybe there can be discussions either way about SAE and the future???

At Rio.

Was that a dig at me for posting the report or a dig at the report?

Also just popped up on my phone.

New major risk - Revenue and earnings growth

Earnings are forecast to decline by an average of 79% per year for the foreseeable future.

This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns.

Currently, the following risks have been identified for the company:

Major Risks

Debt is not well covered by operating cash flow (17% operating cash flow to total debt).

Share price has been highly volatile over the past 3 months (36% average weekly change).

Earnings are forecast to decline by an average of 79% per year for the foreseeable future.

High level of non-cash earnings (22% accrual ratio).

Minor Risk

Market cap is less than US$100m (UK£15.5m market cap, or US$19.7m).

Page 26-28 very interesting

Yeah just read it and very interesting.

I would say that they can go on without Tidal but they would be giving up a lot.

It's a catch 22 in a way but the Zeus info does go into detail and shows the potential revenue and also deals with the debt query.

Where have all the leeches gone.

Traders scum

The reason imo why the SP will not Rerate again quickly is due to the debt.

Simple.

They have a done a great job so far.

The next challenge is to keep reducing debt.

BESS will help especially when they double up the output to 2gw.

This will stabilise and push the company forwards IMO

Not really cos that is Simec.

Sae renewable is completely different.