Emmerson Share Discussion Threads

[ferrisc] 30/5/2022 12:34

That would be a good point but the bulk of the rubber dinghy people are not poor and starving. They are paying £5k to £10k a pop to get over the channel. They come for the economic benefits.

[qsmeily456] 30/5/2022 12:26

2 🤣🤣🤣🤣

[qsmeily456] 30/5/2022 11:27

You're stuffed say bye bye to ESIA 🤣🤣🤣🛩8165;🩳Ԑ51;

[cyberbub] 30/5/2022 11:24

My point is that Red Wall Tories should be able to understand that spending 94% less supporting starving people in their own countries is cheaper *for them as UK taxpayers*. But that's not how politics works. Populist politicians come to power by whipping up fear, anger and resentment. Rational self-interest never comes into it!

[laurence llewelyn binliner] 30/5/2022 10:49

#Cyber, I echo the sentiment, but politics is usually driven by pandering to the electorate or you do not get a second term in No 10, not so much by doing the right thing, foreign aid is a touchy subject when UK nationals are suffering at home..

[cyberbub] 30/5/2022 10:11

Investing to stop desperate, starving people needing to flee their homes and coming to Europe costs 50c per person as against $71 when they've arrived.But Red Wall Tories don't read the FT. That's why Boris has slashed the UK's overseas aid budget to placate their outrage that "are money's going to brown foreigners", "look after our own" bla bla.Now the govt is planning to spend several million quid *per person* to send asylum seekers to Rwanda FFSNever, ever confuse rationality with politics!

[rajawali] 30/5/2022 09:21

Worth listening to the FT's Gideon Rachman interviewing the World Food Program's David Beasley. The interview took place in Davos and gives a startling insight into just how bad the starvation crisis is ALREADY.

This will precipitate an alarming wave of migration (in addition to Afghan and Ukraine waves).

As he points out cost of preventing that uncontrolled migration is a tiny fraction if the money is spent on food and development programmes at origin (50c per day at origin versus $71/day if spent at destination).

So too with the significant fertiliser crisis. The development bank money prepared to invest in shovel ready projects as significant as Khemisset should be considered in this context.

[the chairman elect] 30/5/2022 08:33

Share price catalysts:

The award of the ESIA, greater recognition among investors of Emmerson’s fundamental value, project financing, completion of basic engineering, and a final investment decision, are key factors expected to propel the share price.

Emmerson represents one of the very few ways to gain exposure to potash developers. Its Khemisset project has natural competitive advantages, and huge strategic potential. The market has not yet recognised the opportunity in Emmerson shares; when it does, it should drive a significant re-rating.

[qsmeily456] 30/5/2022 08:24

With NO ESIA 3p 🛩💥🤣

[skynet2000] 29/5/2022 15:28

30p coming soon

[qsmeily456] 29/5/2022 15:16

2023 🤣🤣🤣

[cocopah] 29/5/2022 11:49

When are we expecting the next news cycle to start? I guess the EISA will be the catalyst for the next leg up to 14p.🤷‍♂️

[cottoner] 27/5/2022 12:45

Morocco’s OCP Joins World Economic Forum
May 24

With over 2500 partners around the world in various sectors, the forum seeks to foster global cooperation to tackle the world’s urgent issues

continues...


extract

"Since its establishment, OCP Africa has launched several initiatives to address the challenges of population growth by making African agriculture more productive, sustainable, and profitable for farmers.

“By joining the WEF, OCP will participate in discussions that address global cooperation; economic rebalancing; society and equity; nature, food and climate; industry transformation; and innovation, shape the agenda and potentially partner with other companies on independent projects,” concluded the Moroccan company. "

[cyberbub] 27/5/2022 12:12

The results themselves will be largely irrelevant, but there could be a further progress update along with them.I must say I'm hoping to get the ESIA and funding package agreed before the end of the year though!! It would be disappointing to have further delays when we must be very close to both being ready.

[gateside] 27/5/2022 11:21

Still waiting on the Final Results - they were issued on 17th May last year.

[laurence llewelyn binliner] 27/5/2022 09:58

Some more coverage of the fertiliser crisis, and the strategic US direct investments into projects to remove their Russian imports..



The United States is a major importer and dependent on foreign fertilizer and is the second or third top importer for each of the three major components of fertilizer. The top producers of the major components of fertilizer include China, Russia, Canada and Morocco, with Belarus also providing a significant share of potash..

[septblues] 26/5/2022 18:40

they're not nutters but very regrettably very professional social media business people using behavioural investing psychology which is a world beyond value and growth

[qsmeily456] 26/5/2022 16:08

The 🗑is where binliners 🐃💩 needs to be placed.

Total 🐃💩. Its taken them over a year longer and still no ESIA.

They've only just appointed expert help 🤣🤣

As for funding you'll all be diluted beyond belief. Why do think the directors don't use their cash to buy these?

Suckered 🤣🤣🤣

[laurence llewelyn binliner] 26/5/2022 15:53

#1airbag, I expect us to be in the position of ESIA in hand, with a funding package ready to go by year end as the pieces of the puzzle come together..

As soon as the ESIA drops, the funding package can be revealed and the equity component can be raised/placed, any CLNs and/or warrants next, the debt package is most likely to be syndicated between a handful of lenders, if we raise USD500M total @70/30 c350M will be debt, it is a lot to pull together for year end but preparatory site works are happening now ahead of the mine build which can be triggered on closing of the full package.., (c400M+ contingency and the debt interest for a year at 10%)

2023 mine build
2024 cash flows / debt repayments
2025/2026 dividends …?

[fightingdata642] 26/5/2022 15:24

Peter how do you explain Nutrien increasing production and two other fertilizer projects receiving investing and funding in the last month then?

Seems like a bit of a silly thought that mate.

[petebreeze37] 26/5/2022 12:14

The powers that be , that are unecessarily causing all the shortages , gas and fertilizers being prime, maybe won't want to sponsor enterprises that will undo their contrived shortages.
Just a logical thought.

[qsmeily456] 26/5/2022 11:59

Well you're a proper 🐓 then.

Ever heard of gov bureaucracy? Gov say loads and take years to act.

This is an AIM minor run by a few inexperienced amateurs who have massively over promised and massively under delivered so far 🤣🤣🤣

[fightingdata642] 26/5/2022 10:37

EML tweet about AfDB providing financing and credit guarantees for large-scale supply of fertilizer.

twitter.com/emmerson_plc/status/1529750437364047872

With the same promised from the World Bank and IMF recently, and the current attempt at developing a multi-billion business relationship between the UK and Morocco, I'm absolutely shocked this project is not moving quicker than it is.

So many UK investors are benchmarking this project to see how it performs, so it simply has to go well for the overall relationship to flourish and to attract UK investment into Morocco in the future.