Kibo Energy Share Discussion Threads

[yaki] 07/2/2021 11:21

Shows why Mast Energy market is potentially high growth and lucrative. Evidence from Norway where they are few years ahead of us



Also quite encouraging valuations from likes of EQT - share price went from 0.1p to 2.5p in a year.

[yaki] 07/2/2021 11:13

John

This was from the sole broker's document not Mast or KIBO. You would have expect the broker to have access to way more info than you and me (at least me) and it is their views on the investment potential of Mast.

Obviously it comes with usual caveats, risk warning etc but is from Financial Conduct Authority authorised and regulated company!

"...This document is published by Clear Capital Markets and does not constitute a solicitation or personal recommendation for the purchase or sale of investment. Any data or views given should not be construed as investment advice. Every effort is made to ensure the accuracy of the information, but no assurance or warranties are given. Clear Capital Markets Limited is authorised and regulated by the Financial Conduct Authority FRN 706689.

lurker5 7 Feb '21 - 09:36 - 5206 of 5208

Yaki - What you have listed as points from the Mast Non-market approved 'prospectus' reads exactly like the many assertions LC has made over the years - with no reasoning or evidence to back them up. All have proved wrong. Kindly post the full MAST document. Credible brokers wouldn't have anything to do with such a thing coming from where it does.

[georgeo1] 07/2/2021 09:40

Oh yes and kind regards all

[georgeo1] 06/2/2021 16:18

Here, @KiboEnergy is delighted to announce, further to the RNS dated 28(th) January 2021, #Mast Energy Developments Plc (MED) has raised in excess of GBP5m through @capital_clear for its upcoming IPO on the Official List of the @LSEplc https://t.co/AuIsH4wmmS https://t.co/4rSVJ8gC0l

[georgeo1] 06/2/2021 16:17

"We are delighted with the positive response to the #MAST fund raise and with the professional team we have assembled to deliver growth for shareholders. We really looking forward to updating the market on MED's aggressive plans for expansion in the short term"Louis Coetzee https://t.co/kGruWD21HMAgain from mastplc Twitter.

[snow1507] 05/2/2021 18:50

Good week and good discussion!

[sirianbotham] 05/2/2021 17:42

I think that's called dyor.

[yaki] 05/2/2021 16:46

John

Just a drop a line to the relevant broker or any other source you might have. I thought you were well connected in the City, lol.

In the absence of that, read today's rns. Most of the details are there!

HAve a nice weekend

lurker5 5 Feb '21 - 16:41 - 5199 of 5199
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Give us the full document please Yaki. Otherwise your 'takes' from it are as valueless as were your opinions during Kibo's relentless fall from 2018 until now.

[lurker5] 05/2/2021 16:41

Give us the full document please Yaki. Otherwise your 'takes' from it are as valueless as were your opinions during Kibo's relentless fall from 2018 until now.

[edgein] 05/2/2021 16:01

Yaki,

Interesting stuff, so at around 300MW long term that would be around £18m in free cash flow and a market value of multiples of the £23m estimated listing price. Interesting stuff for sure. Lets hope KIBO is still a very significant shareholder when they start paying dividends.

Regards,
Ed.

[yaki] 05/2/2021 15:54

The key investment points from Clear Strategy document. Pls note this - 500k of cash per month!!!

• The target is to reach 100 MW by the end of the year, if reached this translates to £500k of free cash flow per month.



• MED will acquire and develop a portfolio of flexible, small scale, multiple Reserve Power generation plants throughout the UK producing 300 MW of safe and clean power through natural gas.
• 5MW of power generated is worth approx. £25k of free cashflow (FCF) to the company per month.
• The company is potentially in a position to begin generating power and revenue soon after IPO.
• The target is to reach 100 MW by the end of the year, if reached this translates to £500k of free cash flow per month.
• The power generated will be fed into the National Grid to contribute to stable electricity provision.
• Locked in Offtake and EPC agreements secured, guaranteeing floor pricing.
• Exclusive rights to purchase shovel-ready sites.
• A clean and stable power solution.
• Growing global demand.
• Comparable companies have enjoyed explosive growth in recent months.
• Initially the stock has the potential to be a growth play as they develop more power plants. When at capacity it has the potential to start paying dividends.

[yaki] 05/2/2021 15:50

John, just think what IPO means - INITIAL PUBLIC OFFERING

I have seen a lot of info on MAst, eg Clear Capital's document, MED roadshow presentaion etc

Whatever the semantics, my take is that this is highly valuable development and I have backed that with adding several mlns of KIBO shares to my holding.

You are free to think that it is a daft thing to do and act accordingly.


lurker5 5 Feb '21 - 15:18 - 5194 of 5195
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Dear oh Dear Yaki ! Can't you read - and understand ? to raise 'for its forthcoming ipo' - in no way can mean that the ipo is a foregone conclusion. What it does mean is that there was no way Mast could ipo if it didn't already have cash in its balance sheet. That is always the case when pre-ipo's raise cash from insiders or from the naive before trying to list publicly. Think again Yaki. It seems you yourself might have seen this 'pre-ipo' 'prospectus' Show us a copy, and we can see where it might fall short of the quality of disclosure - and due diligence - that a proper market prospectus would.

[hazelst] 05/2/2021 15:26

Why are you here, again?

[lurker5] 05/2/2021 15:18

Dear oh Dear Yaki ! Can't you read - and understand ? to raise 'for its forthcoming ipo' - in no way can mean that the ipo is a foregone conclusion. What it does mean is that there was no way Mast could ipo if it didn't already have cash in its balance sheet. That is always the case when pre-ipo's raise cash from insiders or from the naive before trying to list publicly. Think again Yaki. It seems you yourself might have seen this 'pre-ipo' 'prospectus' Show us a copy, and we can see where it might fall short of the quality of disclosure - and due diligence - that a proper market prospectus would.

[tomboyb] 05/2/2021 14:53

Consolidating nicely -

Lets see what next week brings -

[longshanks] 05/2/2021 14:26

That is my understanding too yaki.

This was a placing that is conditional on a successful IPO. The extra £0.5m raised over what was originally planned is presumably because the same number of shares were placed but at a higher price than that scheduled. Hence the raising of the prospective market cap from ca £20m to £23m.

[yaki] 05/2/2021 13:50

"...This was a pre-ipo raise outside the market ..."

Really?!?

What about this

"...Mast Energy Developments Plc (MED) has raised in excess of GBP5m through Clear Capital Markets Ltd for its upcoming IPO on the Official List of the London Stock Exchange plc ("London Stock Exchange" or "LSE") by way of a Standard Listing"


lurker5 5 Feb '21 - 12:13 - 5189 of 5190
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Yaki. A 'prospectus' can be issued for any private cash raise you like. But for a listing on a public market a much more comprehensive prospectus has to be approved by the market authorities - even more comprehensive if cash has to be raised on that market. This was a pre-ipo raise outside the market, among what are probably very inexperienced clients of such b-s-p. Ask yourself why cash wasn't raised on the public market.

[hazelst] 05/2/2021 12:22

Ask yourself, why are you here if you dislike this company?

[lurker5] 05/2/2021 12:13

Yaki. A 'prospectus' can be issued for any private cash raise you like. But for a listing on a public market a much more comprehensive prospectus has to be approved by the market authorities - even more comprehensive if cash has to be raised on that market. This was a pre-ipo raise outside the market, among what are probably very inexperienced clients of such b-s-p. Ask yourself why cash wasn't raised on the public market.

[sirianbotham] 05/2/2021 11:56

Fair point. I think they have a pretty good plan for next 12 months after that you could be right.

[tomboyb] 05/2/2021 11:50

v undervalued -

[yaki] 05/2/2021 10:45

As expected, mms are walking this down on small volume, hoping to catch the impatient once.

All part of the consolidation ...

[yaki] 05/2/2021 10:12

A bit of consolidation will do us good.

Still the disparity between LISTED assets value of 0.7p to share price of sub 0.4p - is evident.

However, we have 0.25p warrants probably starting to be exercised, and lots of investors who bought at 0.2p and who can blame them to lock in 100%!!