Member Info for Wiseinvestor23

Just got this email back from atome - i like it

"Thank you for your email and your continued interest in ATOME.

As stated in the 27 February announcement, the US$60 million pre-FID valuation is the value attributed to ATOME’s own interest in the Villeta Project SPV and not for the project as a whole. For example, if ATOME owns 20% of Villeta, the total implied equity value of the the project is therefore US$300 million, as per the analysts’ assumptions. You are correct to note that since that announcement the Company has gone on to deliver significant milestones, such as the signing of the definitive EPC and Offtake agreements, each of which materially de-risks the projects development and adds value to the US$60 million pre-FID figure.

We have also stated publicly that out of the US$630 million total project cost, at least 60% will come from debt finance with the balance coming from institutional equity investors. We have already announced that the debt providers will consist of the IFC (part of the World Bank Group), IDB Invest, the European Investment Bank, FMO – the Dutch Development Bank, and the Green Climate Fund. The equity consortium has also now been successfully constituted, as announced yesterday, and both debt and equity are now only conditional to the finalisation and execution of documentation.

Considering the ongoing negotiations on financial structuring, we are limited on the information we can provide beyond what has been given above or stated via RNS with full details to be provided at the time of FID. However, please rest assured the process is being managed in the best interests of all shareholders.

Looking ahead, we expect significant value to be generated for ATOME, not only on FID but also continuing through Villeta’s construction period as well as into the early-stage development of our exciting pipeline of further opportunities.

Kind regards,

ATOME PLC - Investor Relations”

Excellent finds chromo - post the meeting with the Paraguay president and the Yara CEO ( 100bn mcap company with a 10 year definitive offtake agreement for 100% of atomes production ) - Oliviers LinkedIn and the December 2nd RNS - im expected the project level equity funding to be announced anyday now followed by FID first half of January. For anyone new looking in - 26mil mcap vs $630mil FID - nothings priced in while at this point looking extremely likely to go ahead.

ATOME as developer, sponsor and operator is delivering a first of a kind, world leading low-carbon fertiliser ready-to-build project, setting a new bar for the global low-carbon fertiliser industry

· ATOME maintains its challenge to the stakeholders to achieve Final Investment Decision ("FID") by the Company's target at or around the end of this year

· Lenders actively supporting the project providing very competitive terms with definitive loan agreements now in an advanced stage of negotiations, conditional on execution of final documentation and closing of the equity package

· Motivated equity consortium in final stage of constitution with relevant documentary work ongoing

Olivier Mussat, CEO, commented:

"Structuring the financing for the world's first industrial-scale green fertiliser plant will be a pioneering achievement. While coordinating top-tier global partners across three continents is complex, the time invested now ensures we are building the most robust financial foundation possible for the project's lifespan and sets the blueprint for future projects.

"FID of Villeta will act as a springboard for ATOME's pipeline of projects including its new independently managed ATOME POWER division.

"We are maintaining our challenge to our financing partners to achieve FID in or about the end of this year and working with them 24/7 to achieve this goal. We will keep the market informed."

https://www.linkedin.com/posts/omussat_regulatory-news-alerts-atome-the-commodities-activity-7396857243129827328-AdS_?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Https://www.linkedin.com/posts/world-hydrogen-leaders_on-site-interview-ermanno-filippi-casale-activity-7397204673247739905-4YXY?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

New interview with the CTO of Casale - sounds like the project's confidently going ahead and its not priced in. I would expect the next RNS will be re the project level equity funding pack any day followed by FID. The equity component will be positively impacted by the fact we now have the Definitive offtake agreement for 100% of production for 10 years.

https://www.linkedin.com/posts/omussat_regulatory-news-alerts-atome-the-commodities-activity-7396857243129827328-AdS_?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Worth a scan of the CEOs LinkedIn - under the radar multibagger imo, coming to a major inflection point over the coming weeks after the years of work since IPO - dyor

Small free float

• Peter Levine – 28.97%

• Schroders PLC – 13.30%

• Hargreaves Lansdown Asset Management – ~7.08%

• PLLG Investments Ltd (Levine-related) – 6.98%

• Olivier Mussat (CEO) – 6.20%

• Baker Hughes UK Funding Company Ltd – 6.30%

• Urion Holdings (Malta) Ltd (Trafigura) – 4.90%

• Alpha Energies Invest GmbH (Levine-related) – 3.20%

• Aberdeen Group Plc – ~5.45%

• Farringford Foundation – ~3.89%

• James Spalding (Director) – ~1.80%

• HBOS Investment Fund Managers – ~1.98%

• BACON AS – ~1.02%

• IG Group Holdings plc – ~1.00%

• Barclays Bank PLC – ~0.99%

• Premier Fund Managers Ltd – ~0.71%

• Nikita Levine – ~0.63%

• Pictet Asset Management – ~0.62%

• Fidelity International Ltd – ~0.59%

TOTAL (Top holders combined)

≈ 82–84% of issued shares

Https://www.linkedin.com/posts/omussat_regulatory-news-alerts-atome-the-commodities-activity-7396857243129827328-AdS_?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/omussat_regulatory-news-alerts-atome-the-commodities-activity-7389718182426542080-V-y7?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/on-site-interview-ermanno-filippi-casale-share-7396229669257314304-iguB?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

The green fertilizer project in Paraguay is "an extremely important project for Casale and as a whole for the world because it's the first green fertilizer plant that is being built and it is really a combination of very positive factors that allowed this project to go ahead. In Paraguay there is a lot of renewable power available at a very low price and that is the fundamental ingredient to make green fertilizer at affordable prices."

ATOME maintains its challenge to the stakeholders to achieve Final Investment Decision ("FID") by the Company's target at or around the end of this year

Https://www.linkedin.com/posts/omussat_regulatory-news-alerts-atome-the-commodities-activity-7396857243129827328-AdS_?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/omussat_regulatory-news-alerts-atome-the-commodities-activity-7389718182426542080-V-y7?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

#ATOM

https://x.com/i/status/1999090973565997165

ATOME as developer, sponsor and operator is delivering a first of a kind, world leading low-carbon fertiliser ready-to-build project, setting a new bar for the global low-carbon fertiliser industry

· ATOME maintains its challenge to the stakeholders to achieve Final Investment Decision ("FID") by the Company's target at or around the end of this year

Definitive offtake agreement in place for 100% of production for 10 year with 100bn mcap Yara International

27mil mcap - $630mil FID - good move on Friday following the meeting with the President of Paraguay and yara ceo. The companies history has been leading up to this Final Investment Decision, looks within weeks now and undervalued currently with a mcap 22x less than the funding amount. Dyor - the boarn own circa 40% of shares in issue

Excellent find - under the radar multibagger on FID here

Worth some research

https://www.lse.co.uk/rns/ATOM/update-on-villeta-project-paraguay-n77qk9rzyqqxtxc.html

ATOME (AIM: ATOM), the world-leading low-carbon fertiliser developer and the UK's only dedicated international industrial scale low-carbon fertiliser company, provides an update on its landmark US$630 million, 260,000 tonne-per-year low-carbon fertiliser plant at Villeta, Paraguay ("Villeta" or "the Project").

 

 

Highlights

 

· ATOME as developer, sponsor and operator is delivering a first of a kind, world leading low-carbon fertiliser ready-to-build project, setting a new bar for the global low-carbon fertiliser industry

· ATOME maintains its challenge to the stakeholders to achieve Final Investment Decision ("FID") by the Company's target at or around the end of this year

ATOME – US$630 million financing for Villeta green-fertiliser plant

Hy24 (anchor/lead equity investor): up to US$115 million equity.

International Finance Corporation (IFC): up to US$100 million (debt + project-level equity).

IDB Invest: up to US$200 million senior debt/blended financing.

European Investment Bank (EIB): US$135 million senior debt.

Green Climate Fund (GCF): US$50 million concessional financing.

Additional lenders (e.g. FMO) — amounts not publicly detailed.

10-year offtake deal:

Yara International will buy 100% of Villeta production (≈ 260,000 tpa of green fertiliser) for 10 years.

The Company also takes the opportunity to provide an update on the DFS, with all substantive works now completed and progress with some final works and full documentation continuing, with expected delivery of the results of the study in the first half of December 2025.

#EMH €360 million non dilutive government grant still worth multiples of the current mcap - 36,000tpa a Major lithium producer and last weeks news was the biggest derisking factor any company could ask for. Undervalued at a 44mil mcap

Https://www.linkedin.com/posts/david-tasker-03408485_european-metals-bags-360m-czech-government-activity-7401171355293052929-ppJz?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

A central piece in Europe’s EV ambitions

With a resource base of 7.39 million tonnes of lithium carbonate equivalent, Cinovec is by far the largest hard rock lithium deposit in the EU. The project boasts a 20-year initial ore reserve and is forecast to produce over 36,000tonnes per annum of lithium carbonate equivalent per year for over 25 years while only using less than 10% of the deposit (expansion anyone?) - no small feat when Europe is scrambling to onshore battery supply chains.

Importantly, the processing plant will be built on the site of the former Prunéřov 1 coal power station, about 59 km by rail from the mine, creating a neat symmetry in Europe’s energy transition: coal out, lithium in.

Adding to its locational charm, the project is in a well-developed mining region with rail, road, and power infrastructure already in place. As Coughlan noted, the grant comes at a time of “renewed positive outlook for lithium and strong geopolitical commitment to Critical Raw Material supply chain security”.

What now?

Before the funds begin flowing, EMH and its partners will need to finalise administrative steps with the Czech Ministry of Industry and Trade, integrate the grant into the broader project financing mix, and tick off remaining approvals. Coordination with CzechInvest on cost planning is also underway.

With ČEZ - 70% owned by the Czech state and boasting a EUR 20.3 billion market cap - as a partner, the project also enjoys robust local backing. ČEZ’s own clean energy push and interest in battery storage makes it a natural ally for Cinovec’s ambitions.

From an investor’s lens, this grant cements Cinovec not only as technically and geologically viable, but also as politically indispensable. In a region where bureaucratic inertia can stall projects for years, EMH now has clear regulatory tailwinds - and a serious chunk of non-dilutive capital to boot.

Https://x.com/BlencoweRes/status/1992861068373454992?s=35

🔹Transformational set of disclosures for Orom-Cross is close.

Jorc and DFS within days - mcap still tiny compared to the value of orom cross

Https://www.youtube.com/watch?v=05AiWM4ow00

Most recent investors Q and A - paul breaks down the finance in detail and gives the £17 - £20 target post FID. Best to take it from the horses mouth.

https://www.linkedin.com/posts/vikki-jeckell-a014112b_criticalmineralstrategy-lithium-teesside-activity-7398260814903914496-QIXa?utm_medium=ios_app&rcm=ACoAADnKWsMBGD2a74qMq1Ppn_rLs7m1VckPWJw&utm_source=social_share_send&utm_campaign=copy_link

1.66 close 👀

If there ever was a stock to buy and hold for the £1 party, its EPP. Sub 15mil mcap for project of national significance set to generate 100s of millions of revenues per annum and reduce the nations energy bills

Cameron recently said Syrahs no better than BRES - currently 10x+ the current sub 30mil mcap

HREE - Brand Comms interview with Harena's Ivan Murphy, incl rare earths and robotics, US listing and interest from US Govt agencies and corporates, and institutional investors 🔥

https://x.com/Brand_UK/status/1977987740714033237?t=VEmwSqq-Vecdb83Zxm-rCw&s=19

🎥 Sky News breaks down how #RareEarth magnets power everything from EVs to earbuds, but come with a heavy environmental price.

♻️ Unlike carbon-heavy Chinese producers, #HREE’s Ampasindava offers a low-impact, zero-blasting, free-dig alternative.

https://www.youtube.com/watch?v=vq4eRtwFjIc

Impatient to the patient

Research is king - EPPs a multibagger from the current 14mil mcap and Mondays news was the derisking factor - more news will follow now after confirmation MESH is a priorty project of national significance with 4 tier 1 partners

#HREE leading to its US listing and a new rich period over Q4. One of largest heavy REE ionic clay resources globally - All drilling is complete for a 699Mt tier 1 resource - undervalued asset currently

https://youtu.be/Rz4U2_FFwzM?si=gPRKgy8Ama3D3h6h

Resource Size Overview

• 699 million tonnes of ionic clay mineral resource (Measured, Indicated & Inferred) at 868 ppm Total Rare Earth Oxides (TREO), containing approximately 606 kt (kilotonnes) of TREO.

https://x.com/HarenaResources/status/1966387155779072171?s=19

"HREE underlines itself as one of the most important companies on the London market in its space. It also has the best ratio of cost of production, size of asset, and market cap amongst its peers."

Still placing churn from the end of July - while 54% of shares are now in sticky hands. Dyor - undervalued at 699mt

In not the biggest fan of Zac, but his most recent interview spoke in depth about the extent of US government engagement https://youtu.be/C3uOjTqwh7E?si=EQ4ih-M0xn2kYSDS

HREE - further support for Harena Resources from RAB Capital, who have invested a further £450k

https://x.com/Brand_UK/status/1973395363873587687?t=-OemYfAqLUQam8T3PBhEsA&s=19

Here’s the updated snapshot of Harena Resources plc (HREE) large holders, with RAB at 9% included:

Shareholder                    % Holding

Sebastian Jurd.              9.32%

Allan Mulligan.               8.83%

Bradley Louis Radoff.    8.27%

RAB Capital.                    9.00%

Pure Ice Ltd.                    5.48%

Stephen Francis Lynn.   4.62%

Edward Nealon.              3.32%

Trevor Bruce Benson.    3.30%

Joseph Belladonna.       1.85%

Total (rounded)~54.0%

So, just over half the company (≈54%) is concentrated in disclosed large holders and insiders.

Broker note next week for anyone who missed yesterday's interview - expected to show the value and current priced to fail disconnect

Https://youtu.be/Rz4U2_FFwzM?si=gPRKgy8Ama3D3h6h

https://x.com/HarenaResources/status/1960240265970507866?s=19

Worth a listen - no more drilling needed

They have a 699Mt resource - Key mining licence due, also BFS and then will be looking to fund the project to open pit production within 12 - 18 months. 4 8meters from the surface, a concentrate will be made insitu then sold.

9mil mcap One of the largest ionic clay REE deposits globally. US government intrest.

https://x.com/HarenaResources/status/1966387155779072171?s=19

"HREE underlines itself as one of the most important companies on the London market in its space. It also has the best ratio of cost of production, size of asset, and market cap amongst its peers."

Usual rampers are busy and derampers all over it with FUD

Best to dyor - 550k due - 3% of a £1bn deal - circa 5mil mcap