Corcel Share Discussion Threads

[bmcb5] 28/7/2021 21:00

I’m not seeing that board. Can you provide a link?

[lurker5] 28/7/2021 18:30

bmcb - it obviously depends on each scheme's access to customers and the PPA's they can sign with them. The separate capacity market seems to have been screwed, but who knows what other contracts any particular SPV/generating site might have signed with specific off-takers. Even MAST who boasts it has 'lucrative' offtake agreements, has been forced to admit in its listing document that its agreement with StatdKraft (negotiating PPA's on its behalf) is only for 5 years. You Might like to read post no. 8 April 14th on the MAST Energy - Kibo Holders --- board, and subsequent ones.

[bmcb5] 28/7/2021 17:38

UK POwer Reserve has said it is thinking of exitig because can't see prospect of enough profitability
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Interesting lurker, thanks. I work (automating the dispatch of these remote sites) closely with some other players in the sector, who appear to be doing very well in this market. I'll see if i can get an indication of £/MW/annum, but I can't promise I will share it

I'm not at all convinced by either MAST or CRCL

[lurker5] 28/7/2021 16:45

But you don't know, yet, what Borderley will generate (cashwise) All info on the sector, including MAST's 'prospectus' and I suspect Corcel, gives no details of the balance sheets for the SPV's - nor any details of any PPA's or capcity revenues. If you look at individual SPV's in the sector ) on Companies House eg UK Power Reserve's and the lamented Plutus Powergen's, they all without exception show dire recent performances due to upheavals in the market. UK POwer Reserve has said it is thinking of exitig because can't see prospect of enough profitability. So as I say - Beware ! Or alternatively, DEMAND the businss details from Corcel. I have tried to get details from some other cos in the sector and they are all SCHTUMM !

[lurker5] 28/7/2021 16:17

P.I see the twerp at Align, in using MAST as a valuation yardstick for Corcel, hasn't even noticed that those MAST projects aren't yet financed. So he appears to know nothing of investment basics - as is apparent from all his past 'output'. That he doen't know what he is doing is evidenced by the fact that (in his other 'oeuvres' at any rate) he tots up 'NPV's' to three decimal places which he quotes as his 'target' share price. For a start NPV's are never accurate to better than 20% or so and, on top are never anywhere near achieved in practice. See the attached
hxxps://insights.csaglobal.com/market-value-doesnt-match-npv/
and beware of any such puff for Corcel

[rmart] 28/7/2021 12:57

That is why Corcel is a much better bet?

So what you are saying is Mast is really worth only £5m market cap with a max of 30MW.

Corcel is sat at £6m with

100% of 65MW at Avonmouth,
40% of 50MW at Tring Road,
possible 50MW at Burwell (potentially 100MW)

and Mambare Nickel, WoWo Nickel and Dempster Vanadium.

[rmart] 28/7/2021 10:22

13P TARGET. New broker note on the way.

[oil be there] 27/7/2021 18:27

Great day today & hopefully push towards 2p tomorrow

[oil be there] 27/7/2021 15:32

Can't sell any & 1.7674 to buy so looks like dropping a bit hopefully not too much

[oil be there] 27/7/2021 13:20

1.761 v 1.785 now. Somethings definitely brewing behind the scenes.

[rmart] 27/7/2021 13:09

cant buy over 100k on ig.

[oil be there] 27/7/2021 13:02

Bid 1.7126 & NT to buy

[rmart] 27/7/2021 11:32

1.79 paid for 569k

[rmart] 27/7/2021 10:28

off with you to the dark side, you can post there as much as you like with like minded people. you turn up like a bad smell as soon as a rise starts.

[rmart] 27/7/2021 10:16

Avonmouth and Tring road, 100MW, just on these 2 shovel ready projects. MAST have around 30MW MAXIMUM and are 4 x CRCL market cap. Totally unjustified undervaluation of Corcel. Add to this Mambare, WoWo Gap and Dempster Vanadium and we should be 4x above Mast not 4x lower!

[oil be there] 27/7/2021 10:11

Hopefully imminent positive news is driving this rise. Would be good to get back in the 2's

[rmart] 27/7/2021 10:04

MM's really taking the P, 1.62 to sell, miserable gits wont show it.

[oil be there] 27/7/2021 08:51

1.586 v 1.689 looking good again today

[rmart] 27/7/2021 08:36

mms offering 1.58 ! come on show it then!

[rmart] 27/7/2021 08:22

On the move upwards again, nice and steady does it, no speeding tickets.