Member Info for tvrandyshep

Kibo’s holding in mast is currently £1.38 million…….

Maybe/maybe not.

Personally I don’t mind them flogging them especially while there cheap, the less of a holding the less of an influence.

Kibo’s current share of mast is a mere 1.38 million. That won’t last long at the rate kibo’s burning through cash.

Grab them off them while there’s an opportunity.

I’m a strong believer that the road map to 30+KW has been set out when pitched to the potential investors. Once the money lands (SOON) we should see a stream of updates and potential new aquisitions.

Let’s not forget, Kibo are not selling because they no longer believe in MAST. They have too because of there own financial commitments.

Patients will reward the brave..

I’m so confident I’ve just bought another 202607 shares

Good luck all…

Not sure about that any more Kread. There’s no doubt they are the majority holder, but perhaps mast is no longer a subsidiary of KIBO/SLOAN

“A subsidiary is a smaller business that belongs to a parent or holding company . The parent retains majority control over the subsidiary, owning over half of its stock. Any less than that and it is considered an "associate" or "affiliate" company…”

May reassure some investors

Agreed.. it’s a shame there’s know one out there who couldn’t take his 54% ownership of him. Only currently worth 1.5million. Shocking really when you value the assets and factor in the new J.v.

All his own doing,

Big u-turn here coming soon

2 million payment due in the next 10 days. this in my mind will cement the investors intention to see this through.

current market cap under 3m.

mast will have spent the last 6 months (since original j.v announcement) preparing a road map to 30+kw. the investor would have wanted to see this before committing.

i assume recent sell off is kibo cashing in on the recent loan/**************.

interesting 10 days to come.

The flexible power market over the next few years is going to be huge.

1. Electric cars. Home charging is cheapest, charging uses 7-12kw the same as an electric shower. Most households have 2 cars. Massive power requirements. Most grid networks currently can’t cope with that kind of output.

2. Electric heat source pumps. Government going crazy on people upgrading to these. More electric consumption per house hold.

3. Next generation of nuclear power 10-15 years away

4. Slowing of the out at sea wind farms contracts did to Environmental concerns and planning red tape.

5. Renewable energy not a guarantee.

Our electric supply’s could be heading for s car crash.

The country needs 1000’s of these small immediate local power generators.

It’s a massive market..

Why so much focus on the j.v when calculating Mast’s potential profit?

The j.v will turn a profit, not massive but profit.

Mast will still hold its own 100% wholly owned portfolio as stated multiple times in RNS’s.

We don’t know what shape the company will take until the dust has settled and we know where the 30-50MW is coming from.

We know pyebridge is included but not the others, new aquisitions is almost a certainty with the newly invested cash.

Times are bright…

Lots of selling action since the massive rampathon. Those of us left in will hold to at least 1.6-1.8p. Quick start this morning then a gentle rise to 2.2.

All in my opinion.

Good luck all

Excellent news all round.

The doubt has been subdued for now. Let’s get this done 10th November.

Rocky few months. Let put them behind us. 1.8-2.2p by close today 🤞

So no early RNS. If the investor had a change of mind, then MAST would have had to inform the market.

Who knows what’s really going on, the complications that may be involved.

The deal is still alive, but the market is certainly losing confidence.

I’m still in and waiting for a positive outcome

Good luck…

The deal was done months ago. It’s contractually binding in law. It’s been executed already.

We are now awaiting the transfer of funds.

I’m not sure how (if they wanted to) withdraw.

Kread has been posting here for a while. Usually the same old stuff. Asking people to justify their claims. (Fair enough).

He definitely has an agenda though. Most People currently posting here don’t care about long term value. They care about short term increases in the s.p. As seen last week.

This market is volatile at the moment and to predict revenue based on 2022 figures is daft. Gas prices in 2022 were nuts.

When the money comes in the s.p will jump. FACT

“the Institutional Investor will inject all required investment capital into the JV with an expected total investment value of c. £33.6m, with no funding contribution required from MED. MED will be providing the required projects to the JV, for a total portfolio of gas peaker plants with a combined generation output of c. 50 MW to be developed and/or acquired, constructed and in production and income generating within the next 12 months”

A few things wrong about your figures.

The estimated MW is 50 after JV.

Once again you are forgetting MAST’s wholly owned portfolio.

Also running costs for plants held under J.V are nil as funding is provided as terms of the J.V. So the profit margin will not be 30% as of last year, it will be higher.

Also pyebridge was down for a period last, and gas prices were insane. Not a figure to compare too..

If the numbers didn’t work, they wouldn’t enter into it.

Good luck all. The cash from The LEGALLY binding agreement should be along soon :)

This sharp rise and fall has partly been orchestrated by earlofaim and his band of merry ramping day traders. It’s relatively easy to manipulate small cap stocks, especially when theirs news awaiting. They landed lucky with the tweets emerging from masts.

They have moved on to the next one now. Check earls posting history he’s busy recruiting more sheep..

Nothings changed here, they just packing up and moving on,

Calcs based on asset value alone below.

Pyebridge site (our only producing plant) asset value is 6 million, Capacity is 9MW, current MCis 3.8million.

The above equates to £420,000 per MW(asset value alone)

So after the investment when we are producing 50MW inside of the JV and potentially 15MW of wholly owned production, our potential MC based on asset value alone could be 23 million..

Much upside ahead…

Calcs regarding annual profit cannot be realistically calculated because of the shear number of variables currently.

Timescale of the above are also impossible to guesstimate based on MAST’s previous performance.. Although after the cash arrives we will not be restrained by cash flow issues.

Only way is up up up. IF the cash from the JV lands…

Good luck all

Pyebridge site (our only producing plant) asset value is 6 million, Capacity is 9MW, current MK is 3.8million

The above equates to £420,000 per MW(asset value alone)

So after investment when we are producing 30MW in JV and potentially 10MW of wholly owned production our potential MK based on asset value alone could be 16.8million.

Much upside ahead…

No value = A good description of your posting history..

I agree. I also believe that MAST has been working hard behind the scenes preparing for this injection of cash that was announced earlier this year. When the cash lands we should see an abundance of news of plant updates. It also wouldn’t surprise me if we see new acquisitions. As I say, they have been preparing for this.. All the ducks are lined up.

Good luck all.