Member Info for wookieemonster

What’s amazing to me is that the most powerful world leaders are, mostly, completely unhinged and do not represent most people’s hopes and interests. Yet people vote for them supposedly.

The world doesn’t need militant Muslims or Christian’s or whatever, it just needs balance and a bit of common courtesy toward others, protecting the innocent, especially children.

The whole system on both sides stinks. Most people in the world are increasingly unhappy yet we let all these baffoons run loose and make bad decisions.

Shambles.

On a positive note, as ITM has already built a large factory, has a strong order book even if it faces short term headwinds its well positioned to withstand against issues. Whilst other companies and competitors who have high debt and low cash are far less resilient. It’ll also be far harder for any new companies to get to ITMs current position which means ITM would truly be a world leader in both its capability and delivery of the best assets.

Short term the market might not react to this but surely long term if ITM can continue to operate and weather short term pressures that can only be a good thing for the company?

Justin if you are reading what are your thoughts?

He German chancellor says: "the war could have "repercussions" on the German economy, the largest in Europe, and says his government is "doing everything we can to increase our independence in energy policy".

With all the turmoil hopefully this strengthens the case for national energy sources, including gas supply, surplus energy from hydro, wind and solar are not going to stop due to Middle East conflict, although the impact of higher electricity prices will be a negative, surely the very nature of hydroplulse would mean that the generation and sale of gas is much more national and controllable, more importantly less reliant on any imports of fluctuations from external sources?

If the spread drops I will be buying another large tranch. More confident than ever in both long term progress and value here mid to long term.

It’s logical that we should be investing in energy security. This situation really really highlights how important it is for all countries to have diverse national energy sources, of course this will have a significant effect on the cost of materials.

The short term risks I see is Europe favouring speedy fossil fuels and short term energy security over investing or indeed favourable funding for green hydrogen, long term it makes sense but short term it’s something that concerns me, mainly due to the risk pull backs associated with this.. because ITM is on alternative investment market , it is more susceptible to the "risk-off" sentiment when stocks like ours get sold with a short term view over long term.

Personally this current conflict/s seems to me to be a real reason to invest in energy security and infrastructure now, not later but what are others thoughts on this,

Such as potential projects and funding being diverted to more instant supply and solutions.

There’s enough forums, and social media sites to be talking about general politics. Let’s try and keep this forum about aminex as much possible and try not to get into any political debates as it’s of no use to anyone here.

Strait is closed. The insurance on vessels is now so high, that even if the strait is not officially closed it’s essentially fully closed now in practical terms.

Dubai has always felt immune to the effects of the Middle East, it pays off and has always funded any potential threat sources to leave it alone , its quite something to see it being effected.

Well said Jolly, well said 👍🏼

Not ramping at all you berk. Like I said, just for fun, so chill out your fruitloop.

Look at the sp / mcap in first gas, 10p is very achievable.

Thanks for the input but to be honest don’t think you know what you’re talking about.. been here well over. A decade myself.

So just for fun, let’s say up to first gas / pipeline completion we have a fair estimate of 10p by then. ( we’ve gone over potential prices & justifications )

That means that, if the sp steadily increases to reflect this:

. March: 2p

· April: 3.33p

· May: 4.67p

· June: 6p

· July: 7.33p

· August: 8.67p

· September: 10p

Be silly not to get in sooner than later, especially with the likelihood of oil and gas prices rising significantly if a war in the Middle East escalates ( hope not but who knows how it’ll pan out currently )

Anyway GLA, certainly a promising update about deadline in September.

Exciting! 👍🏼👍🏼👍🏼

I’ve wondered why aminex hasn’t been subject to a buy out. And also think the assets recoverable will be greater than currently noted. suppose partly due to the risks and great unknowns around political stability etc etc.. buying aminex for 5p when we languished at 0.80 would of been a bargain with a long term view for instance.

But that’s not really how things go generally.

When risk is lowered and we are operational and producing gas and “proven” up, and have a sp of 10-15p for instance there’s the possibility that we could then grow to be worth many multiples of that. And the picture would be more clear in regards to selling the gas, finding oil, larger recoverable reserves booked etc etc. It would be a safer buyout around first gas, even though a higher valuation.

Just Speculation.

Itm has been highlighted in some decent articles as well including the Financial Times etc. but it still sits in the high risk category for the flock just to pile in at the moment.

There’s many stocks like that and the climate is tough. It is what it is.

But they will come when ( and if ) we begin to see real progress in regards to future cash flow and growth, which, it feels will be heavily linked to Hydropulse. Or so I’m led to believe currently.

I am a larger investor.. and was not spooked at 25-30p and not spooked now.

A little impatient to hear about Hydropulse and Chronos and some FIDs yet to be announced, and share the same fair concerns as the next LTH. There are some larger investors who still hold significant holdings in the £4 range.

A bit like tapping a fuel tank and hearing its full but not been confirmed by looking at the fuel gauge needle.. what matters is it’s there.

My apologies with that statement, as an ex oil field worker ( sub sea ) and having spent many many years on rigs in the Middle East I’m used to looking at things in a more practical sense and as they are from a geophysical point of view…

Ntorya is a commercial natural gas discovery. Aminex has multiple wells here (Ntorya-1, Ntorya-2, Ntorya-3, and Ntorya-4) confirming a significant gas accumulation.

Officially, no—they have 2C Contingent Resources.. 2.7 trillion cubic feet of gas-in-place, certified recoverable not yet "Proven Reserves" (1P)

For me that’s Proven reserves.. as essentially you know what’s there or certainly a very good understanding. But understand the difference and didn’t mean to imply otherwise.

Shorts have been active here for some time. If you widen the scope a little we traded sub 30p and headed to 90p+

In a way they’re locked in.. ITM has maintained orders and achieved new ones since. The company is strengthening, even in a very tough political and global climate! Imagine what they could do in easier circumstances!

If the shorts suddenly decide to unload against this, they will rapidly get in a pickle.

Feels more like a game of cat and mouse to me.. Shorts can only simply take a position but ITM controls the deck which is being dealt. All we have to do is give those who are wishing a good company to fail ( which is inherently wrong imo both economically and morally, as it offers nothing but greed and misfortune on others ) is make sure we hold the winning the hand.

Shorters are doing nothing! zero. They have absolutely no control of what ITM can do, and if ITM can deliver half of what they are working on doing then they will be in for it.

Unless informed otherwise we must keep the faith in management and be patient.

:) very good Edgar, think my brother enjoyed that as well, great insights, thanks for the posts, buying is easy, selling is the hard part eh!

Seems there’s a general consensus that this could trade far higher again, it has before and it really should this time things are really actually happening for real. Bit of a cautious optimist, but haven’t yet had what I would call truly life changing uplift from investments. Not that it matters really, best things in life are free mostly, but having more fun tokens is never a bad thing even if they just get passed down to others. So fingers crossed for all us LTH.