Kibo Energy Share Discussion Threads

[blueskyprofit] 17/12/2021 00:17

Mast Energy: Bordersley, Pyebridge, Rochdale, 100% mast owned. (Kibo 55% stake.)
More in the pipeline.
@8.7p bid, our stake worth £9.02m=0.307p/share approx. Current kibo price 0.195p mid, excludes all other assets.Value proposition? kibo share increase on the way? I believe so watch this space 2022...
Our off take partner for all 3 projects STATKRAFT.
EUROPES LARGEST RENEWABLE ENERGY PRODUCER, operates 17 countries.
£1.4 Billion invested in the uk.
Guaranteed floor price as assurance. Seven and half years in case of Pyebridge, cash generative now.
www.statkraft.com.
www.statkraft.co.uk.

[frankandbeans] 16/12/2021 10:01

My earlier post below, and as I indicated within that post, was from that very website you are referring to here.

“ As you mention Sanderson let’s take a look, this is the Sanderson interest as details on their website and not just the cherry picked paragraph you have used. “

As you will see most of Sandersons involvement has been :

* Equity Funding
* Convertible Loan Note
* Loan Note
* Emergency funding
* Project Finance

They are not “investorsR21; they provide equity to companies, and they would not leave themselves in a loss making position were they not already covered several times over I would imagine? Their holding is just a residual from previous flippings and washing’s of warrants.

Oh how naive.

[lurker5] 16/12/2021 09:26

The Mbeya (Rukwa) Coal assets 'value' in the balance sheet is on the assumption all the coal is sold (at a good price) to the power station. Without that, you can assume it might be around the same as Edenvill's local coal business.

[lurker5] 16/12/2021 09:20

Tanvier Malik - aka a one-man band - responsible for the 'quality' research that ran Beufort Securities (former Kibo broker) into the ground and has left large numbers of its 'clients' still seeking damages.- Sanderson nearly went bust itself a few years ago, since when no full accounts on companies house.

[frankandbeans] 16/12/2021 07:12

Kibo strategy

1. To focus on Renewable/clean energy projects with a 12-18 month horizon to first production. Good to see Pyebridge is now cash generative.

WHAT IS THE DEBT CONTAINED WITHIN THE PYEBRIDGE SPV? WHY ARE THE OTHER SITES SAT AT SHOVEL READY AND ARE WAY OVERDUE CONSTRUCTION?

2. To sell the coal assets. Which I will mention in more detail over coming weeks.

WHAT ARE THE COAL “ASSETS”? WHAT COAL “ASSETS” DO THEY PHYSICALLY OWN? WHAT VALUATION DO YOU PLACE ON THE “ASSETS”? WHY HAVE THEY TENDERED NO OFFERS?

3. For assets see top of the page ASSETS/PROJECTS VALUE PROPOSITION.

WHAT ASSETS?

[blueskyprofit] 16/12/2021 04:29

Sanderson Capital Partners.
Our largest shareholder.
Ceo Tanvier Malik.
Long term Investor/Finance provider.
Supportive of Kibo
Expertise in Natural Resources.
62% of funds invested in Mining and Energy.
Supportive of our strategy, move to focus on Renewable Energy/sale of coal assets.

Heres what they have to say.
"Over the last 5 years we have been actively involved in working with Kibo to provide the necessary funding requirements as well as introduce them to our network of professionals. We will continue to support Kibo in the strategy and look forward to a long and fruitful relationship...

[browngirl] 15/12/2021 13:06

LC is a clown worst CEO I have ever seen on AIM and that is saying something

[cj41] 15/12/2021 11:25

P.s. I don't consider a listing of the largest holders or the existing 'projects' a 'value proposition'. The identities of the large holders are irrelevant and it's what the company actually does with its potential projects to add SHAREHOLDER value that counts. To-date the company has spent all its money and energy on remaining a going concern. It's easy and not clever to suggest that it's existence is purely for the benefit of the CEO but to-date that has undeniably been the case. Surely a 96% reduction in the share price is about as big a failure as any CEO could possible achieve other than liquidation which is never too far away here. All IMO and, as always, genuine views on why this might go somewhere are welcome. That doesn't include comparing the book value of assets to our market cap as the market believes those book values are meaningless.

[cj41] 15/12/2021 11:15

If I bought today I would definitely be a TR1 holder. That would just make me a bad investor holding more shares. The main point though is that, as someone who really wants to be persuaded, I have seen nothing from the company or any other investor (or non-investor for that matter) that convinces me this is going anywhere positive. My holding is worth a tiny fraction of my original investment so I hold purely in the hope of a miracle, e.g. flogging the coal assets for more than 1 year's CEO remuneration or a buy-out of the whole of KIBO. I might then get back a bigger fraction of my investment.

[frankandbeans] 15/12/2021 10:53

Not that the quantum you have invested and lost on paper is necessarily the point here, but CJ you could have been on the TR1 list of fame as lauded by the newly arrived fanboy.

It’s a steep price to pay to get your name in lights.

Very dim lights.

[cj41] 15/12/2021 09:08

Just for the record this is a dog of a share. I say that as I have stupidly 'invested' over £200k here. If the share price were to reach 2p again I would recover most of that however I can genuinely see no reason for optimism as long as the current CEO remains in post. The future holds more dilution, reducing stakes in the spin-offs, more and continuing missed dates and only tiny free cash flows from potential projects which I doubt will even cover the CEO's remuneration. It would take either a fool or very brave investor/gambler to put their money in here. All IMO and I have a significant vested interest in being wrong.

[frankandbeans] 15/12/2021 07:21

BOILER ROOM THREAD ALERT

[frankandbeans] 15/12/2021 07:16

So you have created a thread where you solely want to see positive commentary.

You have just created a boiler room to try and ensnare the unwitting and hide from them the real picture here.

Not going to happen.

“ Date 15th December 2021
share price 0.19-0.20p
Market cap £5.71m
1.Time for a new, fresh, Kibo Energy thread, that is more representative of shareholders.
2.One that has the welfare of the company and shareholders at it's core.
3.One where we can show case the company/assets we are invested in, with intelligent, informative posts..

List of largest shareholders.
1. Sanderson Capital Partners Ltd. Highly valued, supportive, long term Investor of Kibo. Have worked with company since 2015.
2. David K Ryan - Posts over on LSE when he can get a word in edge ways lol. Added to his holding in 2021.
3. Yaki - Feel lucky to have him posting here on ADVFN. Added to his holding in 2021.
4. Pegasus Pirouette Capital- Recent addition to shareholder register. Added to their holding in 2021.”

[frankandbeans] 14/12/2021 21:23

From website

Significant Shareholders
On the basis of the most recent shareholdings declared to the company the following shareholders hold a shareholding in excess of 3% of issued share capital. All shareholder notifications will be promptly announced to market and updated here.

Shareholder Name # of shares %
Sanderson Capital Partners Ltd 332 488 089 11.35%
David Ryan 129 951 053 4.43%
Yakoub Yakoubov 107 533 333 3.67%

[lurker5] 14/12/2021 19:00

F&B - this inadequate individual (crashing only recently, all-knowing, into Kibo with brain in his hobnailed boots) has obviously done no research into why 1) Sanderson has a stake 2) Shumba had a stake - and why they each had/have an enormous incentive to puff the shares. Its why he should be ignored.
And just take a look at who these major shareholders still are. Would tell ayone with a brain that for whatever reason they acquired the shares, it wasn't because they had faith in LC

Sanderson Capital Partners Ltd 13.4%
Sechaba Natural Resources Limited - - 10.19%
Yakoub Yakoubov 3.64%
David K Ryan (sold down from 3.22%?)
Pegasus Pirouett Capital Ltd 3.14%