RE: New government9 Mar 2026 17:18
I concur with Lord. Tomorrow by close of play is the final day to have the application wrapped up. Either rns Tuesday or Wednesday morning. The review by the controller will be more of a tick-box process. Ministry would not submit something that is not likely to pass the process. The PFS would then follow within a week or so, I would imagine. Ignacio confirms it is ready to go. By end of March we should have everything signed and sealed. The entry into the fast track negotioation will be key to unlocking value here. As for share price response I would expect 18 - 25p on news of admission of application. AIM is hard to predict, however.
Additionally, appears to be some concern about this not being sealed before new govt and minister take office. The Kast administration are extremely pro private deals, and are fixed on hitting the ground running. So new deals and new production will be high on their agenda to make an impactful first 6 months. If the outgoing govt dont quite manage to formalise this CEOL then you can bet your ass the Kast administration will snap it up and get it through.
Its a golden opportunity.
Should anything go sour then the opposite is equally true, obviously.
As far as AIM baggers go, should it unfold positively, this one is an 8-10 bagger from 5p. After that it gets hard to predict, but much should happen over the next 6 months here if the ceol is inked.
If you are in, good luck.