Kibo Energy Share Discussion Threads

[aimchimp] 30/8/2019 08:24

How much is the outlay for MED?How much is having to be paid out to get MED up and running?Now how much actual revenue will be generated from this and when will they start to receive it and how regular will those revenues be?How long will the outlay for MED take to be made back and shown to be profitable incomes?So how will they pay for it and how long will it take for them to pay off this new debt? You see the obvious drawback obviously but prefer to mislead people in to thinking this will just be throwing off cash.Why is shumba dumping?

[aimchimp] 30/8/2019 08:22

Why you always pIcking at my grammars? You just try to move attention away from what the question is and the big one question is how are they going to pay for any of these projects to be moved ahead with no monies? You can't answer this can you but think of yourself an investor your just a gambler and hoping that something good will come.Simple questions for those ramping MED revenue.

[uknighted] 30/8/2019 08:11

All of a sudden the Chump can post grammatically correct posts.
By the way, don’t bother with the usual “you should be worried about the cash” and seeking answers to your questions, you bore me.

[aimchimp] 30/8/2019 07:04

What sort of deal? How are they paying for ANYTHING with thin air? CASH IS KINGHow much is the outlay for MED?How much is having to be paid out to get MED up and running?Now how much actual revenue will be generated from this and when will they start to receive it and how regular will those revenues be?How long will the outlay for MED take to be made back and shown to be profitable incomes?So how will they pay for it and how long will it take for them to pay off this new debt? You see the obvious drawback obviously but prefer to mislead people in to thinking this will just be throwing off cash.

[dannythedolphin] 29/8/2019 18:42

There is Bob hope and there is no hope

[yaki] 29/8/2019 16:55

Kibo's coal is not small but 1/3 of size of Mab

CtG and CtL are interesting concepts and I hear that the tech has advanced big time in SA. Liquids can be sold as petrol substitutes and gas is great for emergency/grid stabilization power. Both are also much easier to transport and hence great for stranded assets such as Mbeya and Mab

II won't be surprised if we get a deal of some sort along those lines. Why such push to get MCPP licences and all 7 of them. With CtG and CtL, makes sense!


lurker5 29 Aug '19 - 08:47 - 2136 of 2138
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Clappies over there getting excited because Shumba is in a jv with big hitters to build a coal/petroleum plant using coal from Mabeseweka. They don't realise that Kibo's Mab coal is a small, dedicated, part of Shumba' total, and if anything such a deal means Shumba might sideline the coal to power jv with Kibo - especially as they've been shafted by Kibo's pathetically weak finances.

[yaki] 29/8/2019 16:50

Another clown

DannytheDolphin
Member since: 29 Aug 2019

DannytheDolphin29 Aug '19 - 14:38 - 2137 of 2137
0 1 0
Just let this Die slowly it needs wiping off the face of this earth
0.50 - 0.00 will give LC his p45

[dannythedolphin] 29/8/2019 14:38

Just let this Die slowly it needs wiping off the face of this earth0.50 - 0.00 will give LC his p45

[lurker5] 29/8/2019 08:47

Clappies over there getting excited because Shumba is in a jv with big hitters to build a coal/petroleum plant using coal from Mabeseweka. They don't realise that Kibo's Mab coal is a small, dedicated, part of Shumba' total, and if anything such a deal means Shumba might sideline the coal to power jv with Kibo - especially as they've been shafted by Kibo's pathetically weak finances.

[aimchimp] 28/8/2019 08:39

'Coal assets in TZ ans Bots, should be easily valued at 50m each now!'If they were valued at such they would be reflection in the share price but they are not maybe you have your figures wrong or are you trying to predict you know better than the market!

[aimchimp] 28/8/2019 08:32

YAKI you are out of your tree.How much is the outlay for MED?How much is having to be paid out to get MED up and running?Now how much actual revenue will be generated from this and when will they start to receive it and how regular will those revenues be?How long will the outlay for MED take to be made back and shown to be profitable incomes?So how will they pay for it and how long will it take for them to pay off this new debt? You see the obvious drawback obviously but prefer to mislead people in to thinking this will just be throwing off cash.

[yaki] 28/8/2019 07:39

lurker,
what is your expected profit on the 5MW site? I remember 1.5m was achievable.

10p will be based on re rating. Kibo is now valued as distressed play. If it gets 1 project up and running, the potential to do more increases. Which should be reflected in the valuation.

Coal assets in TZ ans Bots, should be easily valued at 50m each now!

lurker5 27 Aug '19 - 15:30 - 2132 of 2132
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£100 m per project Yaki ? You're deluded. 100% Project NPV's once up and running are only in the $200-$300m range (Kibo's 65% stake in Benga much less than that and in Bots not much more after coal royalties (which you've overlooked) and after major funders (eg GE etc)take their majority stakes, there's little over for Kibo, who'll have to be diluted to pay for its share. Quite apart from those NPV's won't flow through to Kibo shares because it will only get dividends (if GE etc agree to pay them) which if it pays straight out to shareholders won't justify more than a market cap related to around a 8% yield (because the income will be no-growth and limited life) Do the Maths !- Doing which you will arrive at a market cap only around £30m even for MCPP, Benga, and Bots. - and that's only when dividends start to be paid - at least three years after start-up to allow for snags. And if you think Med can fill the gap or 'fund' Kibo's stakes in those three ctp's, doing the maths will show you to be deluded there also.

[lurker5] 27/8/2019 15:30

£100 m per project Yaki ? You're deluded. 100% Project NPV's once up and running are only in the $200-$300m range (Kibo's 65% stake in Benga much less than that and in Bots not much more after coal royalties (which you've overlooked) and after major funders (eg GE etc)take their majority stakes, there's little over for Kibo, who'll have to be diluted to pay for its share. Quite apart from those NPV's won't flow through to Kibo shares because it will only get dividends (if GE etc agree to pay them) which if it pays straight out to shareholders won't justify more than a market cap related to around a 8% yield (because the income will be no-growth and limited life) Do the Maths !- Doing which you will arrive at a market cap only around £30m even for MCPP, Benga, and Bots. - and that's only when dividends start to be paid - at least three years after start-up to allow for snags. And if you think Med can fill the gap or 'fund' Kibo's stakes in those three ctp's, doing the maths will show you to be deluded there also.

[yaki] 27/8/2019 13:42

CM
All depends on how fast projects get to productions. As CEO says - all the heavy lifting is done.

MED can provide the cashflows to bring it to self sustaining.

1 project can easily value the company at 100m. Ie 10p at 1bln shares.

Catchingmice 27 Aug '19 - 13:32 - 2130 of 2130
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What timescale are you looking at for KIBO hitting the dizzy heights of 10p per/share ?

Just curious that's all

[catchingmice] 27/8/2019 13:32

What timescale are you looking at for KIBO hitting the dizzy heights of 10p per/share ?Just curious that's all

[yaki] 27/8/2019 10:56

CM
Spent a lot of time doing research. Met the CEO a few times, local mining and energy experts, various WB officials, hours of press articles etc etc

I think 1 project, will change everything. And I see 10p easily, after that.

Just my view, dyor, don't base anything on this etc etc


Catchingmice 27 Aug '19 - 10:40 - 2128 of 2128
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Problem is have you ever thought you are averaging up when buying at 0.80 ?

Not always the best scenario throwing money at a stock that's been in big decline for a few years and a CEO who has lost his marbles.

However please DYOR as I'm not here offering advice.

The MICE

[catchingmice] 27/8/2019 10:40

Problem is have you ever thought you are averaging up when buying at 0.80 ?Not always the best scenario throwing money at a stock that's been in big decline for a few years and a CEO who has lost his marbles.However please DYOR as I'm not here offering advice.The MICE

[yaki] 27/8/2019 09:24

ukn
I see Chimps interest in my affairs is still strong, lol.

Is he concerned about my average here? I can telly him that it is just under 1.7p. And looks like might go down a bit more.

Getting close to another TR1 ...

uknighted27 Aug '19 - 08:42 - 2125 of 2126
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Chump yaki is away so probably will not respond to your question but if it helps the average price is the total price paid divided by the number of shares. I’m not sure how stating the average price paid encourages others to buy but stranger things have come forth from your mind.

[catchingmice] 27/8/2019 08:48

Some treat it like a KFC Bargain Bucket by averaging down but the true reflection here is how much chicken do you get compared to the BONES.LC Has peeled away all the chicken and is left with just a side order of gravy or beans.Hmmmmmmm

[uknighted] 27/8/2019 08:42

Chump yaki is away so probably will not respond to your question but if it helps the average price is the total price paid divided by the number of shares. I’m not sure how stating the average price paid encourages others to buy but stranger things have come forth from your mind.

[catchingmice] 23/8/2019 20:36

Have to agree with chimp that yaki is a complete lunatic believing that LC is relaxed and calm in a video who doesn't look one bit worried about the cash problem.It takes you back a few years ago when Sonic & Wimbledon were best buddies at the investor show in London.It went like this Mr Womble " Eh Sonic did you see the look in LC'S eyes when i asked about haneti " ?Sonic " Sure did mate they were popping out of his head "Mr Womble " And all this for just 7p per/share mate "Sonic " Exactly mate an absolute monster in the making and thats just Haneti "Mr Womble " Here, Here, Matey and we still have Mbeya " Sonic " Yes mate not a one trick pony it's gonna be massive as I've worked it out at £2.23 per/share"Mr Womble " Were gonna be rich, were gonna be rich, Ei adio were gonna be rich "Now please tell me is the MICE correct ?I think so don't youLunatics

[guitars4stars] 23/8/2019 19:30

Have a great Bank Holiday & stay relaxed guys!

[aimchimp] 23/8/2019 13:47

'Looking at how relaxed the CEO was on that interview, it feels to me he knows very well, or at least that money is not a problem. Anyway first cashflows are less than 6 months away'So because in your opinion they LOOKED RELAXED on a video you think that mean it all ok for monies and it not a problem are you complete delusional?!!And first cash flow in 6 month? How much are they paying to have these cash flows? And when will they have made the monies back that they have paid out for them?!You are a lunatic all YAKI and blind leading the blind I hope no one else follows your advices because you are heading for a nasty ending with these beliefs for your money.