Corcel Share Discussion Threads

[apfindley] 24/3/2022 11:03

Lol.Keep trying.

[black bird] 24/3/2022 10:13

align research, reduce holding now 5.89% placing on the horizon i feel
long time , ago last one, if not why have a listing on aim . also warrants
very low priced , gives a uncomfortable feel, results very soon. huge debt
interest rising, BB

[lurker5] 22/3/2022 18:49

Mr Jennings doesn't cancel his research notes. He tries to cancel anyone disagreeing with them. Be careful. You'll be utterly, utterly, cancelled as well as being unterly, utterly, destroyed. (Putin woud learn from him)

[arlington chetwynd talbott] 22/3/2022 14:44

What is your target Helpfull?Be careful.

[helpfull] 22/3/2022 14:13

I think there is another mistake in the valuation of Corcels FGS assets in the research note.

A valuation of £51.9 million is given for FGS in the SOTP calculation.

This figure is achieved by multiplying the MAST valuation per MW(÷2), which is £0.314 million, by 165 MW.

On the preceding page the research note says the FGS business of Corcel is based on 100% 50 MW of Burwell,40% interest in Tring Road, and, 100% 50 MW of Avonmouth. That's 120 MW.

120 MW x £0.314 million is £37.68 million. A difference of £14.22 million.

Is that correct? Perhaps the research note should be cancelled.

Target would be 12.5p(undiluted) and 8.6p(fully diluted) based on correct calculation.

Be careful.

[lurker5] 22/3/2022 13:12

Well Well. I note that 81% of Align's 'valuation' (Gee ! - 2 decimal places ! -must be super-accurate) is still from FGS ! - alas - down from almost double because 'peer' Mast's market cap is practically halved ! So that was a superly 'professional' way of valuing FGS in the first place wasn't it. (2 decimal places to boot) Yet there is still no analysis of FGS's business, or any indication this tipster (no way he's a professional analyst) understands how it works and how - if at all - its income will flow through to Corcel shareholders after repayng the loans each project is having to be financed with. Nor any indication where the 'equity' to keep buying new peakers is coming from. Extraordinary!

[kemche] 22/3/2022 11:41

Helpfull, mea culpa. You are of course correct and I stand corrected.

Whichever you look at it it is the bargain of the millennium. A lot of lives will be changed.

And that's without Southport!

[helpfull] 22/3/2022 11:34

Hedgie's valuation was on the conservative side. It was made before Corcel got full control of Wowo Gap. He only portioned a 50% stake for the nickel resource. That would give a 50% uplift to the £2,000 a share target price, or £4,000 per share. Works out as a potential 266,666.666 bagger.

Be careful.

[kemche] 22/3/2022 11:12

Do remember that Hedgehog based his conservative valuation of $ 1 trillion on a price of Nickel at a mere $50,000 and not the current $100,000. It stands to reason that WoWo would now be worth $ 2 trillion.

I expect Glen/Anglo/Rio to launch a joint bid with an opening salvo of $1 trillion which would value each CRCL share at approximately $2000 each.

And that is without Southport!

Now you can see why they keep raising money every few months for years - they were playing the long multi decade game. Canny operators!

In short - Pharmacal!

[helpfull] 21/3/2022 10:56

There are no sellers. Only net buyers. That's why the share price is continuing to rise.

Be careful.

[bashers2] 18/3/2022 10:53

Excellent, should start payi g a bit more attention!

[kemche] 18/3/2022 10:16

"Have we got the same CEO on the bridge?"

No he was ousted and junior has taken over - along with Parsons. A fine team.

They already have a NON - binding MOU!

Whoosh!

[bashers2] 18/3/2022 09:58

Only about 10 years too late of course. You'd think with the advent of EV and the massive advances in this and other industries that you'd get your operation up and running, not wait till prices actually rocket, then stumble about in the shed looking for the pick and shovel.Have we got the same CEO on the bridge?

[helpfull] 17/3/2022 08:39

Oink! Oink! Anyone?

I'm going to try and get ahead of the curve. Overarching the overarch. Accelerating the acceleration. I'm predicting the predictable. I'm predicting the next cash raise!

"following recent positive developments in the Cobalt market it has elected to accelerate the advancement of the Company's nickel-cobalt assets in PNG"

And

"Cobalt performance and interest exceeding all expectations has led to the opportunity to raise funding and reduce debt payments all designed to accelerate our cobalt interests, focussing on Wowo Gap in particular"

combined with:

"I've heard some guys are going to have a meeting somewhere in Asia"

Got to be worth £400,000 at 1.5p plus warrants at 1.5p (unless lenders object and want the warrants at a lower price). Oh, and a few million arrangement shares for our Beloved. The £400,000 is significant because it represents 10 times the monthly remuneration of the two main Oinkers! A ten bagger for some but not shareholders.

And get ready for Trough Filling 3! Dare I say Vanadium? PhD candidate at the ready.

Be careful.

[kemche] 16/3/2022 15:40

I wonder if he will spot the next one - which no doubt will be coming soon.

[kemche] 16/3/2022 15:38

I am surprised that an analyst of Richie's calibre did not spot this. Most odd!

[lurker5] 16/3/2022 15:33

If you've been bedazzled with a £30,000 'fee' to puff something. You'd suddenly develop two blind eyes, wouldn't you !

[kemche] 16/3/2022 15:12

What a Pharmacal surprise? Did the analysts see that coming?

[helpfull] 16/3/2022 09:43

Oink! Oink! Anyone?

Scottie and Parsons might buy £35,000 worth of stock. Barely a months remuneration. There are so many noses in the trough that it is difficult to see what is going on in there. It appears to need refilling every month. Like a black hole, the money is accelerating into it.

Be careful

[kemche] 14/3/2022 10:54

Oh cheer up Mark - the peakers could be financed imminently then whoosh!

GLA LTHers!

[mark10101] 14/3/2022 10:24

The stronger the wibble the stronger the rise guys, have you not noticed that the less you post the weaker the share price? Imagine if you stopped wibbling we may go sub 1p and you could set up a private chat to celebrate and wibble away between each other there?

As they say, life is short and each to their own on how they want to spend it.

[lurker5] 14/3/2022 09:14

My 'agenda' is to use my experience when I see 'research' that is misleading inexperienced investors. So Mr Asiamu, Go back under your stone and don't mislead others on here. As for 'market' value, the point with these 'sponsor' companies is that they don't fully own their 'projects' (which are all inside SPV's). Outside funders usually own the bulk, and without being told how the SPV's are funded (or until their accounts appear on Companies House - usually 2-3 years after start) no one can know their profitability. So it is impossible to know the sponsor's value either. Its not the market value investors want to know anyway. Its the share price, and without knowing how much capital the sponsor needs in order to buy any share of a project, its also impossible to know how many sponsor shares will have to be issued. So that is two unknowns making up the share price. That goes both for peakers and mining projects, so we have 2x2 unknowns for Corcel. If those on here don't understand that basic point, they are in the wrong share. Any competent 'researcher' publishing on such a company ought to know. Our friend apparently didn't.

[a1samu] 14/3/2022 08:13

Lurky You have an agenda and you should f.off.

I have a normal agenda. I just want the share price to go to 20p.

When you say your involveeement in this share ie the level of your share holding in this, I might just hear you. In the meantime just keep your opinions as to what I should do, to yourself and definitely f.off..