Kibo Energy Share Discussion Threads

[frankandbeans] 19/10/2021 09:51

A significant investment opportunity?

Lols

Anyone still believe this guff? Well obviously the moron over on LSE still does.

Comical.

[slamdingo] 18/10/2021 17:11

Well I'm going to be 55 next month so....no.

[cj41] 18/10/2021 14:23

Are we expecting anything positive to happen here during our lifetimes?

[short6] 18/10/2021 09:11

5' 4" ottod, how about you.

[ottod] 16/10/2021 10:28

hope you are not short shorty

[short6] 15/10/2021 19:01

He might do something that will take it down to ottod's .o44p lol

[cj41] 15/10/2021 17:59

TBH Yaki if LC doesn't mess it up it will be a first. History tells us he is about to do something which will decimate the remaining share price But, of course, like you, I live in hope.

[ottod] 15/10/2021 11:55

Trading nicely on the JSE at 9cents divided by xchange rate of 20.2 equals .044p

[yaki] 14/10/2021 13:06

Me old beans,
I think you are tad confused
There is no broker note on an AIM listed co


Frankandbeans 13 Oct '21 - 22:00 - 6278 of 6278

Broker notes on AIM listed co’s.

Oh dear.

Just like certain prospectus’s.

Jackanory.

[frankandbeans] 13/10/2021 22:00

Broker notes on AIM listed co’s.

Oh dear.

Just like certain prospectus’s.

Jackanory.

[ottod] 13/10/2021 10:26

yaki, yes I know of WHI. I am in Jubilee Metals and WHI are also their brokers. Obviously they will call their own book, but I have followed them for years and consider them to be trustworthy, and a reliable source if inf.

[yaki] 13/10/2021 09:59

ottod,
I hope too
WHI are quite a serious house and appointed as a joint broker. I hope the note is a precursor to something. Like money raised by selling to IIs, new and existing (KIBO) shares!

Then Kibo funding of its waste to energy and other projects - all sorted!

[ottod] 13/10/2021 09:18

Yaki, you put up a good case, hope you are right.

[yaki] 13/10/2021 08:58

WH Ireland note on Mast from last week - valuation of 30p per share!

Which would mean 30m worth liquid assets on KIBO balance sheet, with KIBO market cap of 5m!

Forecasts/financials: In our view, MAST provides a crucial part of the jigsaw in relation to the intermittency problems anticipated as a result of energy transition. Brought to the market in April 2021, this is a new company providing an envelope for a growing number of integrated assets, with the intention of building a mix of repeatable long-term earnings deriving from the so-called Capacity Market and shorter-term business streams. Based on projected MW volumes, and taking into account the company’s expected £5,000 per MW net profit per month at site level, viewed as an industry benchmark, we see both a predictable profit stream (outlined below) based on existing projects, and a huge opportunity as the company progresses towards its much larger targets. In time, this should throw off double-digit £m annual cashflow pre-central costs. Our current 12-month SOTP fair value calculation is 30p.

[ottod] 13/10/2021 08:44

I was in and out of this share when we had the last spike a few months ago. I get the feeling that something somewhere is brewing due to clean energy etc. I have nothing specific to base this on because recently I have been calling this share a dog, but I am taking a chance on another spike soon.

[frankandbeans] 08/10/2021 22:26

Consolidation then a placing next here IMO.

More dilution for more projects that never actually come to term.

Nice money spinner for the “employeesR21;though.

[lurker5] 04/10/2021 21:32

Look on a map fgs yaki. Tete to Beira is c420km as the crow flies. Mbeya to Dar es Salaam is c750km. At the volume expected in 2010 the Moz Govt was going to develop the rail line and Beira port. But v unlikely now for either.

[frankandbeans] 04/10/2021 16:45

There probably plenty of capacity with vale dropping their exports and production.

How are juniors supposed to make it work when majors are pulling the plug?

[frankandbeans] 04/10/2021 16:41

What about the rail line from Moatize Tete province to Beira port and coal terminal? The line to Nacala port via Malawi has not been completed. Though with Vale etc calling it a day I can’t see a junior project developer really being in the running to start coal exports that are more cost effective that goes for both co’s, especially seeing as neither even has a mine yet.

[yaki] 04/10/2021 16:27

i would suggest that you check your facts.

Tete to Beira is like 600km. So way longer than Mbeya to Dar.
Also the line is pretty much taken by Vale. So no spare capacity.

lurker5
4 Oct '21 - 15:37 - 6267 of 6267

Do look up Ncondezi's history and a map Mr Yaki. Ncondezi's coal (10mtpa) was to be exported from Beira - about 1/4 the distance between Mbeya and Dar es Salam.

[lurker5] 04/10/2021 15:37

Do look up Ncondezi's history and a map Mr Yaki. Ncondezi's coal (10mtpa) was to be exported from Beira - about 1/4 the distance between Mbeya and Dar es Salam.

[yaki] 04/10/2021 14:47

"...there's a lot more of it at Ncondezi's mine in Tete Mozambique which is much closer to a port."

Ha ha, our guru has spoken, and again way too wrong

Tete to port is like 900 km, through another country - Malawi, and rail link costing bln USD, AND NOT BUILT yet

hxxps://www.afdb.org/en/news-and-events/new-mozambican-rail-port-project-to-open-new-markets-for-farm-produce-boost-regional-integration-17704

Where Mbeya to Dar, on the existing TAZARA line, is half the distance, at c450km. Plus the option to use the underutilised Mtwara port but which is more like 700km, if I remember well, but via road.



lurker5 4 Oct '21 - 10:54 - 6265 of 6265

F&B I don't really know. But if Asia wants coal, there's a lot more of it at Ncondezi's mine in Tete Mozambique which is much closer to a port. In fact Ncondezi started c 10 years ago as a scheme to ship coal to Asia via a dedicated rail line and only re-invented itself as a ctp company when that fell through.
In any case it seems Edenville's Rukwa mine is ahead of Kibo in selling its coal domestically. It too is still hoping to build a power station, and was always in Tanz'z priority list when - for some mysterious reason - Kibo's Rukwa/Mbeya didn't appear at all !

[lurker5] 04/10/2021 10:54

F&B I don't really know. But if Asia wants coal, there's a lot more of it at Ncondezi's mine in Tete Mozambique which is much closer to a port. In fact Ncondezi started c 10 years ago as a scheme to ship coal to Asia via a dedicated rail line and only re-invented itself as a ctp company when that fell through.
In any case it seems Edenville's Rukwa mine is ahead of Kibo in selling its coal domestically. It too is still hoping to build a power station, and was always in Tanz'z priority list when - for some mysterious reason - Kibo's Rukwa/Mbeya didn't appear at all !

[frankandbeans] 02/10/2021 21:00

Lurker is there a rail line or transport link near the coal resource that would make it viable to mine to coal there, ship it to a port on the East coast and sell it to Asia from there? Or are there cheaper options for the Asian market?