Energypathways Share Discussion Threads

[blakesmith] 06/11/2024 14:48

Buy at placing price of 5p

[stockhunters] 06/11/2024 13:22

I do not think they need money for working capital (unless ggaf do not raise) but are we missing the massive elephant in the room

credits to cashandcard

cashandcard26 Jan '24 - 07:47 - 3 of 212
0 2 0
I understand Marram will cost between £70-100mln to bring to production in late 2025. The problem here is that they've announced to the market (very openly) debt financing will cover some 70% of development costs but equity of circa 30% of Marram development capital will be required. Which, at £20mln minimum, will massively dilute current shareholders.


Cash

[belcourtoi] 06/11/2024 12:27

You clearly know Jak all about EPP or the Bod During Ben's leadership at FAR the co reached A$655m MC (£334m) He also Had a JV deal with Cairn Energy and ConocoPhillips for a carry worth $220mFAR were considered the Most successful Australian oil explorer for over a decadeCSM are the bond holders & security issuers (as per the RNS) ... GGAF is a new, innovative, Anglo-Luxembourg green project and corporate financing platform of €450 million announced in July 2024. It is managed by CSM Securities Sàrl, a Luxembourg securitisation firm, and Jexium Ltd, a UK-based green finance adviser and originator. It is structured to provide investors with green impact and yield income returns.

[jaknife] 06/11/2024 12:14

"GGAF is a new platform this is why there is no trace of them anywhere. They are certainly not EPP so I don't why Gary Newman suggested the loan was dependent on EPP doing a placing do you Jaknife?."

What use is a "binding loan facility" with a platform that has no cash and no presence to raise that cash?

I understand exactly what Gary's point is. But sadly for many, they will only ever be able to understand what's happening with the benefit of hindsight AFTER the RNSs have been published.

When the RNSs come out it will be obvious.

JakNife

[stockhunters] 06/11/2024 12:01

so what happens ggaf does not raise the funds?

[pwhite73] 06/11/2024 11:47

The RNS also includes the line:

"EnergyPathways has entered into a binding loan facility ("Green Loan") with Global Green Asset Financing Limited ("GGAF"). GGAF is a new, Luxembourg-based green project and corporate financing platform structured to provide its investors with green impact and yield income returns in sectors including cleantech and renewable energy"

GGAF is a new platform this is why there is no trace of them anywhere. They are certainly not EPP so I don't why Gary Newman suggested the loan was dependent on EPP doing a placing do you Jaknife?.

[jaknife] 06/11/2024 11:37

The RNS includes the line:

"Drawdowns from the Green Loan will be subject to GGAF raising further capital which is currently underway."

So some new abstract "platform" is apparently trying to raise £5.1m of cash from some suckers somewhere. Can you find that "platform"?

[pwhite73] 06/11/2024 11:18

RNS 03/10/2024 - "The Green Loan facility will give EnergyPathways financial flexibility, enabling it to access debt with minimal shareholder dilution in the critical pre-development stage and allowing the principal loan amount to be potentially repaid from future MESH revenues."

If as ShareProphets claim they are placing shares to fund MESH directly or indirectly then the above RNS is clearly a lie.

[stocksandshares3] 06/11/2024 11:08

NT to sell at 6.5p

[stocksandshares3] 06/11/2024 11:01

Heavily promoted on twitter by a group. Now there are many left holding the bags. Not good.

[pwhite73] 06/11/2024 10:13

EPP needs to come out and clarify the situation with regards to a possible placing and the Green Energy Loan. They have to make a draw down on the Green Energy Loan in this final quarter. Not sure why they've put out an RNS about assembling a team for the Mesh project when they haven't stated how they're going to fund it.

[stocksandshares3] 06/11/2024 09:49

Next stop 6p for support.

[stockhunters] 06/11/2024 07:28

trump in, not good for epp

[blakesmith] 05/11/2024 14:43

Placing 5p

[emrysiorweth] 05/11/2024 14:25

The same Gary Newman who lost £175,000 on HZM when it went bust

LOL

[stocksandshares3] 05/11/2024 12:00

Gary Newman warns placing ahoy at Energypathwayshttps://x.com/ShareProphets/status/1853750142135845019

[stocksandshares3] 04/11/2024 12:26

Money rotating from here to roq

[bladderman] 04/11/2024 11:58

Set to crash now