Marechale Capital Share Discussion Threads

[still waiting] 20/12/2022 08:47

Buy in the system ?

[gepetto100] 20/12/2022 08:41

? K - good luck, same here

[kaos3] 20/12/2022 08:15

G100 thnx. I am filled .... and waiting ...

I expected fast2fiber to be the first. They are long enough (much too long without a revenue) on the market, they got further financing (last year) .... but nothing...

as I speak some German and am close to Austria ... if last year I could track at least some info via google ... F2F went completely silent now.

Also Luke ... nothing happened ....

So I developed best suited investment strategy atm. I hope, I pray. I wait. I post sh,t on advfn...

the problem for me is - that between the lines BOD told us about the "problem". hard to get funds for the clients they advice.

all I can do now is reading links about biogas and lithium hopium ad infinitum.

[coley15] 20/12/2022 08:04

G100. Interesting. Thanks for sharing

[gepetto100] 20/12/2022 07:59

Fill your boots

[gepetto100] 20/12/2022 07:55

The last post is ALK RNS out today and here's another snippet The refinery will be capable of producing both lithium hydroxide and lithium carbonate sourced from imported high grade feedstock from South America and lithium producers located in Australia and elsewhere. The refinery is expected to produce enough lithium hydroxide to supply 100% of the forecasted automotive demand in the UK by 2030, with a further 35% of its total production available for export to other countries in Europe and elsewhere.Draw your own conclusions Weardale is definitely an 'elsewhere' Co for supplying

[gepetto100] 20/12/2022 07:52

So TVL has signed a 30 year leases for the new processing plant and this is interesting:Under the terms of an Agreement for Lease, which was signed today, TVL has an option for up to a year to enter into the agreed long term Lease, during which time it will conclude formalities with respect to financing and utilities and services, although it is anticipated that these should be completed well in advance of the expiry of the option periodMAC could be involved in the financing - could be one of the items the CEO referred to happening in the next six months

[tomboyb] 19/12/2022 12:44

Be interesting to see if Future Biogas does list next year -

I expect more companies to move into the Biogas space -

[tomboyb] 19/12/2022 11:46

Marechale Capital
@MarechalePlc
·
53m
Marechale is pleased to see that one of its core investments,
@Burgh_Island
, has had approval for £10m of sympathetic renovations, including a new west wing, extensions to the Pilchard Inn and new staff rooms. Read more here from
@BBCNews
:

[tomboyb] 19/12/2022 08:34

Biogas is gonna be big!

[tomboyb] 19/12/2022 08:34

hxxps://www.ceres.tech/insights/biogas-has-kept-the-bankers-busy/

Biogas has kept the bankers busy
Blog Image
By Adam Collins

In a dull year for corporate deals, biogas stands out for securing $8 billion of investments. Last month’s announcement that Shell had acquired privately owned Danish biogas producer Nature Energy for $2 billion, followed a slew of deals in October including BP’s acquisition of US based Archea Energy for $4 billion, NextEra Energy’s acquisition of a $1 billion portfolio of US biogas assets, and Macquarie GIG buying German developer BayWa r.e. Bioenergy.

What is biogas and why is it attracting so much interest?
Biogas is a gas produced by anaerobic digestion of organic material in an oxygen free environment. You would cross the street to avoid most of the material it is based on – sewage sludge, animal manure and solid waste from forestry, crops and municipal rubbish are some of the main ingredients. The waste has little secondary value and otherwise needs to be disposed of safely but has a promising energy value.

Depending on the feedstock, biogas typically contains 45% to 75% methane by volume, with most of the remainder being CO₂. The raw gas can be used directly to produce electricity and heat or upgraded to biomethane. Today around 90% of biomethane is made from upgrading biogas.

A recent podcast touted biogas as the ‘Dunkirk’; of the energy sector because it tends to be produced in dispersed and different sized plants, many small by energy industry standards. However, its use aligns well with the quest for domestic and sustainable energy materials. The raw materials can be found in pretty much every country and are processed in modular plants that are quick and relatively inexpensive to build. It is carbon neutral being based on waste and net negative when coupled with carbon capture. Used in a solid oxide fuel cell, it can generate efficient, flexible and decentralised power with the side benefit that it delivers a very pure carbon dioxide stream that can be captured and reused for alternative fuels.

So why the growing commercial interest? Economic and policy factors are flashing green.
Firstly, biogas is a very under exploited energy asset with global annual production sitting at 1.5 Exajoules (EJ) or 35MTOE. In energy terms this sizes it at only 1% of global natural gas (145EJ) and 0.25% of total energy production (600 EJ). Forecasts by the IEA suggest a 10-fold increase in demand by 2040 is possible and that the technical potential could be 20x todays level.

Secondly, it has become more cost competitive. It costs around €45-60/MWh to produce biomethane, which means it has been relatively expensive in the past but is relatively attractive now the European natural gas price (EU TTF) stands at €132/MWh. Oil majors are taking the view that Europe prices will not return to pre-2022 levels and with Asian countries’ planning coal to gas switching as part of the energy transition bio-methane will be on their radars. America has more competitive natural gas prices but also economies of scale and policy tailwinds.

Announced earlier this year, the REPOWER-EU plan targets 35bcm (or roughly 1.3EJ) of biomethane consumption by 2030, four times today’s level. Meeting this demand is expected to require the construction of 5,000 new biomethane plants across the EU and €80 billion in capital investment. Not to be outdone the US IRA climate support bill announced this summer provides incentives across the entire biogas value chain from the collection and transport of raw materials, to production of the energy gas and its use in fuel cells.

As the recent commercial activity in the sector proves when policy support, economic factors and private enterprise come together it provides powerful momentum even for energy materials based on humble origins.

[kaos3] 19/12/2022 08:21

according to their web page
they did no new business since the summer ....
just sitting on potential ...
and
diluting the existing shareholders 15 % via options

do I see it wrong? and how?

[dolores123] 19/12/2022 08:17

Market cap now only £1.72 million yet this company is set to benefit from both UK lithium production and biogas!

[dolores123] 16/12/2022 10:24

Now over sold and well undervalued. The next 6 months could be exciting if they deliver on what they said!!

[still waiting] 13/12/2022 15:31

Pre news search for stock 🤞

These M&A advisors could certainly do with their own M&A advisors!!

[still waiting] 07/12/2022 14:04

Rude not to.

[still waiting] 07/12/2022 13:31

Me thinks a deal close.

Options granted..

Mmmm

[kaos3] 06/12/2022 08:29

chart not looking good- ever decreasing highs ....


free stock charts from uk.advfn.com


but I did the buying - despite

[kaos3] 05/12/2022 19:03

baz thank you - an interesting detail that I was not aware of - HNW ... sounds highest quality relationship

[1savvyinvestor] 05/12/2022 18:11

It's just tw being nasty and personal

[baz9707] 05/12/2022 17:28

Also MAC have been doing buissines for over 15 years and have seen tougher mkts than this.
Punters want quick profits and the 2%ers regularly sell out when it's not happened yesterday.
When the share price goes it will not be a slow rise.

[baz9707] 05/12/2022 17:04

Have a look through previous results and you will find MAC normally have under 250k in cash.
The fees they take normally pay for daily activities.
MAC do not fund companies direct they advise and bring in funds from HNW individuals and family funds.
No placing needed.

[celeritas] 05/12/2022 16:13

Finding funding partners is clearly a issue Bravo and as you say if they don't find them a placing will be on the cards..