Molecular Energies Share Discussion Threads

[all in eol] 12/2/2024 20:13

Mangroves is an addition not previously reported?

[all in eol] 12/2/2024 20:12

Blue Carbon projects store carbon in coastal ecosystems like mangroves, seagrasses, and salt marshes. Blue Carbon is so-called because it is stored in marine or coastal living organisms and the sediments beneath them.

These ecosystems cover just 1% of the ocean floor but can store up to 10 times more carbon per unit area than terrestrial forests. As such, they are vital for the health of our planet.

They not only store carbon but also provide essential services such as water purification, coastal protection, and habitat for marine life.

Similar to afforestation projects, we focus on those with long-term positive impacts on local communities and biodiversity through community engagement and appropriate selection of land.

[researchguru1] 12/2/2024 19:29

AiE, I concur with your observations.

Materially undervalued at these prices.

[all in eol] 12/2/2024 19:04

Volume increasing over the last two days

[all in eol] 12/2/2024 17:48

CHIEF ENGINEER
Pablo Guinda

Pablo Guinda, graduated with a BEng (Hons) from the University of Buenos Aires and a first class postgraduate Masters from the University of Aberdeen in Mechanical Engineering. He is a qualified Project Manager (PMI/PMQ) and has significant experience managing an interdisciplinary team through designing, manufacturing and installing large scale EPC projects. Pablo has worked with Tecnip, Subsea 7, GE and President Energy Argentina

[all in eol] 12/2/2024 17:47

NON-EXECUTIVE DIRECTOR
Robert Sheffrin

Robert Sheffrin is a Fellow of the Institute of chartered accountants and a Member of the chartered Institute for Securities and Investment. He was previously an investment director in the intellectual property and commercialisation team at the University of Central Lancashire, is a former director of the UK Business Angels Association, former ICAEW Council Member and past president of the ICAEW Manchester.

[all in eol] 12/2/2024 17:47

NON-EXECUTIVE DIRECTOR
Raymond Wolfson

Raymond Wolfson, MA (Oxon), ACA is an experienced company director and adviser with over 40 years in the technology and energy industries. In 2000 he became a non-executive director of Getech following its MBO, and was extensively involved in its IPO on AIM as Getech Group plc in 2005. In 2007 he was invited to take the role of Chief Executive and led its growth, both organically and via acquisitions to £2 million PBT. He retired from Getech in 2017 and founded RWY Limited, providing corporate and strategic advice to technology and science focused SMEs

[all in eol] 12/2/2024 17:46

NON-EXECUTIVE DIRECTOR
Linda Plant

Linda Plant built her career from humble beginnings, leaving school at 16, she quickly progressed from selling fashion on a Leeds market stall to launching the international knitwear brand Honeysuckle. When she floated this company, she became one of the first women to head a fashion company floatation on the London Stock Market. As a pioneering female business leader, she has worked in a series of challenging executive roles, building and running successful companies. Today, in addition to the Linda Plant Business Academy, she also runs property development and interior design businesses. Her passion for business and entrepreneurship has led her to be recognised for several business awards as well as becoming an interviewer on BBC 1’s The Apprentice, providing Alan Sugar with advice for over 6 series.

[all in eol] 12/2/2024 17:42

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More team members added plus a new presentation section, not currently active.

[brasso3] 12/2/2024 10:20

I doubt we would hear about it but this would be normal practice for other AIM O & G companies. The style of communication over the last 10 years would suggest that this would not be subject to RNS for MEN.

[activmojo] 12/2/2024 10:07

I'm thinking no breakdowns or hole failure, which I belive would require notification.

[brasso3] 12/2/2024 09:01

Trouble free? How do you know that?

They do not usually communicate anything to share holders about operations.

[activmojo] 12/2/2024 08:54

The drill has been trouble free so far 🤞 Not what I was expecting but pleased it's going to plan.
Will it come in early, on time or late it does look that surrounding RNSs are being managed.
PL has already mentioned this is the last drill in Paraguay if its a duster.

[brasso3] 11/2/2024 13:59

PP

If Tapir is a failure but CPC see future potential in the concession they will take the rest from MEN on the cheap. MEN cannot afford to participate in any future drilling and I doubt investors will have a stomach for a 4th well.

[piperpeter] 10/2/2024 21:39

What happens after the drill?

CPC Corporation has not just taken up a 50% interest in the Tapir well, it has taken a 50% interest in the whole Pirity block.

CPC Corporation is the state energy company of Taiwan. Taiwan is a great friend to/and of Paraguay.

They obviously will know why MEN intended to return and deepen Jacaranda during 2015 and what potentially is present 200 metres below the point at which mysteriously the decision was taken to stop drilling here when gas levels during drilling were rapidly rising, and they will know of the additional potential shale gas present here, and they will certainly know all about the technical oil discovery at Lapacho, and why a re-entry/side track of this particular well was on the agenda for MEN, back then, prior to the decision to seek a partner going forward.

My opinion is that CPC Corporation has much greater ambition than to drill just Tapir x1.

Pp.

[piperpeter] 10/2/2024 19:47

A reminder of the value put on the Pirity Block from ten years back, prior to the 2014 drilling programme...






Pp.

[all in eol] 10/2/2024 18:45

I agree that GHC, Atome , loan repayments are all positives but we are hurtling towards the Paraguay drill results.
Can anyone offer up an example of where a duster has had no effect on the SP?
More like 20 to 50% drop on opening?
I really want a positive result but let’s be realistic.
What happens after the drill result either positive or negative is more interesting and where decisions will be made by all LTH and the rest of the market.
Luck to all.
AiE

[brasso3] 10/2/2024 18:33

What I will agree on is that the company is undervalued (based on stake in ATOM/ GHC) but not by 5 fold.

If Paraguay is a duster the market will drag this down 20%. That would be generous on AIM.

[brasso3] 10/2/2024 18:30

LOL

- What property, plant and equipment do MEN hold? Answer nothing!

'The company’s current value of its property, plant, and equipment sits at a conservative £7.4m (extracted from the last interim results).'

- We do not know what value GHC will float at, how much dilution there will be at IPO.

'The company's 75% holding in Green House Capital Group PLC is currently estimated to be valued at circa £7.5m. This, for the record, is extremely conservative. The final figure, when it comes, is likely to be significant.'

[researchguru1] 10/2/2024 14:46

TAKEN FROM THE LSE BB (SmartMoney)

"All intelligent investing is value investing; acquiring an asset for less than its value means seeing what everyone else sees and thinking what no one else thinks."

Bae24ee, the mathematical logic of MEN hitting a duster and losing 50% of its market cap makes no sense at all. Here’s why;

1. The company’s current, estimated cash balance is circa £1.2m. This is comprised of £0.5m (net of proceeds) from the recently oversubscribed fundraise, £0.4m receipt of the first instalment of the Argentine funds, and £0.3m of cash equivalents as deduced from the interims.

2. The company’s 20.5% holding in Atome Energy PLC is currently valued at £4.7m.

3. The company's 75% holding in Green House Capital Group PLC is currently estimated to be valued at circa £7.5m. This, for the record, is extremely conservative. The final figure, when it comes, is likely to be significant.

4. The company’s current value of its property, plant, and equipment sits at a conservative £7.4m (extracted from the last interim results).

Thus, the total value of the company’s current assets, NOT INCLUDING THE PARAGUAY ASSET, is £20.8m. Now, compare that number against its current market cap of £4.3m. Utterly insane! It is a gross and unwarranted undervaluation of the business.

Or put another way, the company’s current share price would have to increase FIVEFOLD to achieve anything close to a sensible valuation. AND THAT IS WITHOUT THE PARAGUAY ASSET which, for this purpose, has been assigned a £0 valuation. This means that, the Tapir x-1 exploration well has been thrown in for free!

To that end, and should Tapir x-1 fail to find the black stuff, the share price should be unaffected.

Separately, there’s a few additional fundamentals that make this company an even more compelling story:

1. The company currently has LIVE potential leads regarding aviation and other energy related projects.

2. The company has a strong strategic and institutional base of support, and no third-party financial debt.

3. 71% of the company’s 12m shares are in ‘sticky hands’. That only leaves 4m shares in the public’s hand. So imagine when the first, of five, pieces of transformational news lands…

Also, and purely for clarification purposes, I decided to exclude the upcoming Argentine funds in the calculation as the timing of the receipts have not been formally outlined. However, I still expect the company to receive payments totalling £1.5m between now and June 2024. Of course, it might be a lot higher than that. Thus, consider the Argentine funds as another asset thrown in for free.

So, as you will, of course, appreciate, the current market cap of £4.3m is only capturing the company's cash balance and a portion of the Atome holding. The rest of the company's assets are not priced in. So buying now is an exceptional opportunity to benefit from the inevitable rerating of the company's shares which should be, in reality, changing hands at 150p and above. THAT PRICE, BY THE WAY, EXCLUDES THE PARAGUAY ASSET AND THE ARGENTINE FUNDS.

And judging by Friday's large increase in share purchases, including the 54k trade at 36p and 30k trade at 35.85p (visible on Level III), the shrewd money has began flowing in.

AIMHO

[piperpeter] 09/2/2024 21:20

Sizeable trades gone through today.

Pp.

[dake1] 09/2/2024 13:11

Difficult to find a forum specially for this stock I look at ISE

[activmojo] 09/2/2024 11:50

I still have mine and doubled up last week. 😲