Marechale Capital Share Discussion Threads

[waterloo01] 19/4/2024 17:06

Nor that Burgh hasn't as yet sold.

[celeritas] 19/4/2024 17:03

Too much value in Weardale which doesn't seem to be going anywhere, Lithium prices don't help and neither does British volt....

[kaos3] 18/4/2024 11:53

i understand that life has ups and downs. but they should told us at least what they are doing with what results. whatever they are.

inactivity brings nothing good.

[waterloo01] 18/4/2024 11:51

I note British Volt site has been sold for a data centre, so finally dead.

[kaos3] 18/4/2024 11:43

strange no replacement yet - but then why would they at current tempo

22 November 2023
Marechale Capital plc
(“Marechale221; or the “Company”;)
Directorate Change
Marechale Capital plc (AIM: MAC), an established City of London based corporate finance house with a long-
term track record and a strong reputation for advising and financing high growth consumer brands, leisure, clean
energy, mineral extraction and technology companies, announces that Lord Howard Flight, a Non-executive
Director of the Company, has stepped down from his role with the Company with immediate effect due to
reasons of ill health.
Lord Flight has been an invaluable member of the Board since his appointment in September 2006, contributing
his expertise, insights and commitment to the Company. The Board acknowledges and expresses its sincere
gratitude for Lord Flight’s contributions during his tenure and wishes him the very best in his journey towards
recovery.
The Company will commence the search for a suitable replacement non-executive director with immediate
effect and it will update the market in due course.

[kaos3] 18/4/2024 10:37

mac web page

last entry was

Forest Road Brewery – July 2023

and nothing since then

[kaos3] 15/4/2024 07:47

Zzzzzzzzz sleepy mac

[kaos3] 03/4/2024 09:17

Interesting fact is .... they did not officially cancel the sell and give us way forward under the new reality.

----------------------------------------------------
i imagine their working day...

drilling noses
biting nails
playing VR games
etc

what is it

[waterloo01] 03/4/2024 08:26

Guess Burgh isn't selling. Been on the market for quite sometime.

[kaos3] 14/3/2024 08:55

?

MAC ice age

[kaos3] 26/2/2024 08:00

I expected much more. More agility, wit, action.

It is an embarressment imho that they can not think of something.

Digitalization as expected. My ar.e. Fancy word. To sell the then action of getting some cash in order to keep lights on.

It is not just about money to me. The team is failing in creativity.
And getting paid by the cash they got from 2 entrepeneurs. Plus 10 % shares gifted to them selfs.

Not performing at all for 2 plus years

[still waiting] 02/2/2024 15:08

let's see if he wants more.

[gepetto100] 31/1/2024 17:29

That 750k is a buy

[gepetto100] 31/1/2024 17:27

SW - happy new year

[still waiting] 31/1/2024 16:49

interesting buy, 1% of co traded there..


mmmmm

[gepetto100] 30/1/2024 14:35

Very well placed to deliver

[still waiting] 30/1/2024 07:36

Alk still on track.

Can Mac deliver ?

[gepetto100] 18/1/2024 10:51

I've just read the ALK RNS - I suggest folks read it - looks like MAC will be at the front end of financing The whole process up there is gearing up in Tees Valley and Weardale Lithium are ideally placed and involved Read my last post but DYOR

[gepetto100] 18/1/2024 10:46

So RNS out on ALK with some very interesting points - looks like MAC is gearing up to finance DYORTees Valley Lithium's refinery at the Wilton International Chemicals Park in Teesside is a refinery of strategic importance in Europe, having already secured environmental and planning permission, and will create over 1,000 local jobs in the UK when in full production in 2026Weardale is a near 48 miles awayProject financing discussions advancing with multiple potential providers of debt, strategic equity and green bond finance; mezzanine finance discussions with tier one financial institutions progressing well.TVL is in discussions with a number of leading financial institutions for the financing of its Wilton refinery.The $300m approximate capital cost of train 1 is expected to be financed largely through green bonds (for which TVL will seek accreditation) combined with a mix of debt, strategic equity finance and grant funding, all at project level.MAC well placed for financingAlkemy is actively exploring opportunities to expand its downstream processing strategy to other key critical battery minerals in conjunction with strategic and industry partners.Weardale Lithium and the brine a prime candidate TVL has reached an agreement in principle with international trading house Wogen for the supply of technical grade lithium carbonate to TVL's merchant refinery at Wilton.Wogen is a leading international trader of off-exchange specialty metals and minerals, with a long history and well-established presence in the battery metals market across Asia, the United States and Europe. Wogen has an active trading book in lithium products procuring from an array of producing countries and selling into the battery supply chain.Wogen intends to supply up to 20,000 tonnes of technical grade lithium carbonate feedstock per annum, for an initial period of five years. The supply will be sufficient to fill the first of the proposed four trains at Wilton producing around 24,000 tonnes of battery grade lithium hydroxide or lithium carbonate equivalent.Weardale ideal placed as a supplier Weardale Lithium has successfully extracted lithium carbonate from geothermal brines and that these positive tests results are amenable for lithium production.  Weardale further states that it now intends to accelerate and scale-up of its testing of increased volumes of lithium carbonate towards demonstrating commercial scale production. In the brine at WeardaleThe above is in the MAC RNS11th May 23

[kaos3] 16/1/2024 15:34

can not figure it ... is it back to MAC stone or ice age

[gepetto100] 28/12/2023 11:13

Eye watering detail emerging from COP28 on the supply of critical minerals The long term growth of lithium looks unstoppable they say unlike cobalt and nickel The international energy agency predicts lithium demand will be 13 times that of 2020 and 42 times in a scenario where energy transition proceeds more rapidly

[gepetto100] 05/12/2023 09:01

Kaos - good to see you and no offence taken. I think the building of links in sectors they are becoming familiar with fast ie Weardale has distracted them a little from core activities. This along with current economical events have forced MAC to go for digitalisation. That said I think they would have got there anyway, I think the link up with Chris Kenning (and I don't know how that came about entirely) brought it about quicker. I'm one of those that believes in timing is everything I understand entirely about dilution, I'm currently about even

[kaos3] 05/12/2023 08:37

Weardale is a very cute investment...

or could be similar to the sold BIO,

or F2F

etc

jury is out so i am just factual eg . without hope or fear

PS - gepetto i like your work and am thankfull. i am not having a go... i am just discussing MAC so, please, do not be bothered otherwise

[kaos3] 05/12/2023 08:26

gepetto -

what would their cash position be if there was no 20 per cent dillution of my holding.... their cash is as such not because of their good work

speed of contract ... they make like up to 10 deals per year ... digitalization with copy paste of the contract and due dilligence is already there.

digitalization was extremely costly in the form of dillution so pay back should be enormous for a decent pay back and i can not see it done

Luke is on board for a very very long time and NOTHING.....

MAC is loosing my benefit of the doubt ... are they dilluting just to keep operations on. yes, their cash burn is low, but the idea is for them not to burn cash but to produce cash.

as for both enterpreneurs .. they got a good deal so why not do it .... and that is about all. BOD just had to put some spin on it and maybe they used the word digitalization and all is OK.

completely makes sense to me. as simple as that. their need for cash was paramount and there was no other option.

i give them huge credit for finding those 2 guys and for the spin....
very professional