Corcel Share Discussion Threads

[rmart] 14/4/2021 07:54

He is a worried boy today. Ignore him

[intheknow69] 14/4/2021 07:54

Saw89

Have a read

[mr roper] 14/4/2021 07:52

But rmart confirms above that your research was incorrect re cash burn.

[mark10101] 14/4/2021 07:51

Nice find MR R, perhaps he was one of those taking profit in the 1.9p area yesterday? I suspect those that did will be hurting a little by the end of today.

[saw89] 14/4/2021 07:51

Further research into Funding position put me off, CRCL have no money to actually do anything of value.

[mr roper] 14/4/2021 07:45

What caused you to change your mind in the last 48hrs? Sold out?

saw89 - 12 Apr 2021 - 15:54:28 - 750 of 786
James Parsons of Sound plc fame , is on the BOD here.
So we can expect a lot of exciting things to come as he likes building up a buzz.
It seems that there is lots of scope for newsflow in the coming weeks + many wildcards, such as offtake agreements, licenses etc.
Can see this at £50m with a few juicy RNS, I.E any updates on the UK flexible grid solutions.

[mark10101] 14/4/2021 07:44

Saw, point taken re cross ramping, not something I do or like, good luck with your IPO, one thing I am sure we both agree on is We hope for a successful IPO day for Mask, this is a new and important sector for the UK.

[rmart] 14/4/2021 07:44

Cash burn here is 20to30k mth now historical issues have been cleared. Ask the company. No raise needed here for 12 months

[saw89] 14/4/2021 07:40

Just trying to be balanced, if it’s being cross ramped it should be tested

[saw89] 14/4/2021 07:38

Well MAST have millions more cash and are funded to do their planned power plant acquisitions, whereas CRCL will need funding to get any sites up and running. Cash burn here >£100k a month and a big raise every 2-3 months looking at 2020

[mark10101] 14/4/2021 07:33

Saw, you get paid the same KWH price regardless of how you make it/store it. Few companies are directly comparable and in this case Mast only gives a reference valuation for a small part of CRCL portfolio of assets. As discussed on here before it is really a disservice to compare CRCL to Mast, we could close the gap to Mast’s IPO MCAP today and I would not sell CRCL to buy Mast personally. But it is useful to have Mast’s IPO to shine the spotlight onto CRCL.

[bagpuss67] 14/4/2021 07:25

Thanks saw. Looking at it the other way. What does Mast have that Corcel doesn't?

[saw89] 14/4/2021 07:20

MED was established to acquire and develop a portfolio of flexible power plants in the UK and become a multi-asset operator in the rapidly growing Reserve Power market; this is critical for the renewable energy market, which needs natural gas as a back-up source of energy given renewable supply can be intermittent.

That’s not battery storage .... and they’ll be going for 300 MW long term

[saw89] 14/4/2021 07:18

With respect, the cross ramp with MAST is not a valid comparison.
Twitter is ravaged by it, must be the same person who hasn’t researched it properly.
Very different animals

[rmart] 14/4/2021 07:07

Kibo rns on MAST, there it is, listed at £23m with 20mw.

Corcel have 50mw, plus 50mw solar,+mambare +Wo Wo +vanadium and are £7m!

[escapetohome] 13/4/2021 23:20

Not my style when a shareprice is rising strongly , but i might be tempted for a top up tomorrow , given the valuation disconnect pointed out.

[mr roper] 13/4/2021 17:10

If we crack 2.6p there’s not much in the way until 5.5-7.5p.

[escapetohome] 13/4/2021 17:08

A truly exiting share ,pleased im here.

[kemche] 13/4/2021 16:56

This could be the next TESLA - the disconnect is truly staggering.

[rmart] 13/4/2021 16:53

I would not rule out a 100% day here soon. Something has to close the market cap anomily. It has already started but is now gathering momentum.

[3dwd] 13/4/2021 16:47

https://www.branduk.net/mast-ipo-valuation-disconnect-reveals-hidden-value-in-corcel-lon-crcl/

[hedgehog 100] 13/4/2021 16:46

saw89 12 Apr '21 - 15:55 - 751 of 782 0 2 0
"Just look at what happened with BMN, battery storage projects... multibagged.
And AFC. Again, multibagged on announcement of green projects.."


Thanks Saw.

AFC is currently 63.25p, market cap. £428.80 million.


01/03/2021 07:00 UK Regulatory (RNS & others) AFC Energy Plc Final Results LSE:AFC Afc Energy Plc

"Final Results for year ended 31 October 2020

AFC Energy (AIM: AFC), a leading provider of hydrogen power generation technologies, is pleased to announce its results for the year ended 31 October 2020. Highlights of those results are as follows.

Commercial

-- Six-month engagement with global e-mobility leader, ABB, culminating in the post year-end formation of a Strategic Partnership to develop high power Electric Vehicle (EV) charging solutions with established route to a growing worldwide EV market.

-- Achieved first commercial orders, including appointment as Official Charging Partner of FIA Accredited Extreme E in 2021, providing sustainable off-grid power for rapid vehicle charging.

-- Confirmed initial order book of GBP1.1m at year end, with strong pipeline of commercial orders across prospective partners and distributors currently under development.

-- Announced collaboration with global contractor ACCIONA, highlighting opportunities for sustainable construction and temporary power applications.

-- Introduced potential for alkaline fuel cell adoptions in high growth micro grid applications with system sale to Forschungszentrum Jülich ("Jülich") at its Living Lab Energy Campus ("LLEC") showcase in Germany.

-- Commenced strategic relationship with Ricardo plc post year-end to explore alkaline fuel cell deployment across global maritime, rail and stationary markets following growth in enquiries - all new target industries for the business.

-- Oversubscribed GBP31.6m fundraise, strengthening balance sheet for accelerated growth. ..."




Afc Energy (AFC):

[mr roper] 13/4/2021 16:34

YUp. Some good PR work to ride on the Mast IPO. Would like to see us get closer to the 5-7p range before Burwell or wo wo news.

[bangbang1] 13/4/2021 16:32

what a finish