Atome Share Discussion Threads

[dk37] 19/8/2024 10:14

Extract for latest Longspur Research note.

"Our funding note in March (Project Funding Optionality covered a backstop valuation of 64p based on topco equity funding at the level of the last equity raise but also looked at a more efficient solution of project sales at FID to give 200p and an even more efficient farm down model giving 252p".

[barony] 19/8/2024 10:14

It really is a great trading update. Oliver has been making great progress in developing the business and I look forward to seeing the FID completed and spades in the ground soon after.

[bbd2] 15/8/2024 15:59

Great news. Full funding deal can’t be far off now.

[vatnabrekk] 15/8/2024 08:31

On the way up!

[greenelf] 15/8/2024 08:18

Still an absolute steal at this very very low mcap!!

[livewireplus] 15/8/2024 07:32

RNS: Free Trade Zone contract completed for the Villeta Project. 30-year term provides long-term fiscal security 

[bbd2] 31/7/2024 22:19

I think I am going to wait until nearer the financing announcement before investing further( or just before if i pick up a strong enough rumour lol). If the deal is good and not dilutive I see no reason why this will not fly quickly with such a strong sustainable market for their product.

[mcunliffe1] 31/7/2024 14:13

Thanks for those insights bbd2.
I see the share price is starting a slow drop in the absence of fresh, good news. Maybe a little profit taking of course.
I'm holding in the grandkid's trust funds but thinking I may invest myself in my SIPP if this bleeds away again.

[bbd2] 31/7/2024 13:50

I’ve also been reading that Paraguay and Taiwan have very close economic ties and a delegation from Taiwan recently visited to look at investing in electricity distribution and infrastructure projects there. The Taiwanese have also started a carbon credit trading platform and have listed an undisclosed Paraquay based projects credits on the platform. All very interesting and makes you think whether our future funding requirement could come from Taiwan!

[bbd2] 31/7/2024 13:41

I see Yara are now supplying PepsiCo with green fertiliser for their crisps business in Europe. The market must be huge for this product, and so no wonder Yara were keen to secure the Atome supply of the future.

[livewireplus] 29/7/2024 16:08

Non-Reg RNS:Moody's upgrades Paraguay to investment grade

[bbd2] 26/7/2024 10:07

SP Angel:

David Mirzai highlights, “Following the heads of terms with Yara, we expect ATOME to deliver several near-term valuation catalysts in 2H24 that will de-risk the development.” These catalysts are expected to alleviate market uncertainties and drive share prices towards the target

[greenelf] 25/7/2024 12:12

Updated presentation now available on website..https://www.atomeplc.com/investors/reports-presentations/

[dake1] 25/7/2024 12:10

With the credit worthiness of Yara and the attention to detail and de risking everything the capital raise in various formats is dare I say it a formality. Unless you need the cash you would be mad to sell. If you can add fill your boots for a 3 -5 year exit strategy. Believe Yara will look to take everything they do. Patience and belief is paying off.

[gibrewog] 25/7/2024 11:53

A very impressive presentation today and the future looks bright for the company.

[livewireplus] 25/7/2024 07:19

Let us see what today brings .... including the live presentation via Investor Meet today at 11:00am.

[greenelf] 24/7/2024 16:37

Very bullish close at day highs. This could well run a bit further the next 2 days..

[greenelf] 24/7/2024 10:56

ATOME plc Pioneering Green Hydrogen and Fertiliser notes analysts share price AngelJuly 24, 2024https://www.directorstalkinterviews.com/atome-plc-pioneering-green-hydrogen-and-fertiliser-notes-analysts-sp-angel/4121165867"SP Angel projects robust financial outcomes for ATOME, with an estimated annual EBITDA of $70 million from the Villeta Phase 1 project starting from the second half of 2027. The recent developments have led to a reiterated BUY rating and a target price of 200p per share, indicating a significant upside potential from the current share price."

[vatnabrekk] 24/7/2024 10:05

Still got a long way to go to reach its all time high.

[imjustdandy] 24/7/2024 09:56

Over one pound possible today at this rate

[imjustdandy] 24/7/2024 09:54

Zilch stock

[greenelf] 24/7/2024 09:10

A reminder, 3 weeks ago,.."ATOME PLC (AIM:ATOM) has had a 200p price target reiterated by broker Liberum following its latest update.Highlights of the first half of the year so far are the US$2.5 million placing in February/March 2024 and the new shareholder facility in place, completion of the FEED Study, EPC partners appointed and talks on terms for the offtake of all production from the Villeta project.ATOME is targeting to finalise project finance funding for Villeta and to start construction by the end of H2/24, which is a key catalyst for the shares notes the broker, which has also retained a 'buy' recommendation."https://www.proactiveinvestors.co.uk/companies/news/1050936/atome-energy-retains-punchy-target-after-recent-progress-1050936.html

[barony] 24/7/2024 08:55

Great news.

[greenelf] 24/7/2024 08:48

This should really move 100p plus..