Molecular Energies Share Discussion Threads

[vwap21] 29/2/2024 19:51

Back in after a long wait. Triggered by the uplift in buy volume. Leaky? Anyway no one buying today is buying at the top. There’s no where left to fall at sub £3m mcap.

[barony] 29/2/2024 19:22

Watched the Malcy interview again. I do admit to liking PL and I feel his pain about our low valuation - especially so in my SIPP! However, I did come away this time with some increased confidence in our future. Does anyone think he might go for USA listing for the spin-off companies, like Atome?

Not sure about Paraguay as he did seem a bit too keen to emphasise the low probability of success.

[chris cat] 29/2/2024 16:55

Some very strange, very late action on 3/4 of my individual shares today, most in different industries as well.

[investorwil] 29/2/2024 11:35

Well all I know with this company over the past few years is you better be prepared for major disappointment.

[robo63] 29/2/2024 11:28

P Pie,
Maybe they are flow testing this time before they release an oil discovery RNS, i'm sure they wouldn't want to make the same mistake again.

[chris cat] 29/2/2024 10:52

Not seen buying like that for a long time here, Worth noting however that it needs to 3 bag just to get back to price the day before the recent placing.....which was an all time low. Still, happy to take any positives

[andyhill27] 29/2/2024 10:22

Lets hope the buying seen today means positive news!

[nafnaf3] 29/2/2024 07:32

Come on MEN keep drilling & find that sweet spot for a proper eruption x

[piperpeter] 28/2/2024 16:28

If we take a look at two previous MEN RNS's with regard to Paraguay...

RNS 4 September 2014 - "Lapacho well spuds and Jacaranda evaluation" (note the reference made to in excess of 20 Tcf gas in place at Jacaranda).

RNS 20 October 2014 - "Oil discovery in Paraguayan Chaco".

The second RNS states that, at Lapacho, casing was being set at 4,127 metres, and this would have been after approximately 46 days.

The rig being used for the current drilling of Tapir x1 (approximate target depth 3,800 metres) is a ringer for the one used at Lapacho and Jacaranda, and we are now on day 50.

Pp.

[chris cat] 28/2/2024 16:08

Malcy was like that old posh Harry Enfield character that used to sit in the big chesterfield chair with a whisky and a cigar, and always finished with line, "and I was very, very drunk"

[barony] 28/2/2024 15:53

A bit of a PL sycophant, our Malky!

[piperpeter] 28/2/2024 15:48

The majority of the interview appeared to be about the enormity of Atome and the inherent value of Green House, with a brief mention of SAF production. Malcolm Graham-Wood's mumblings were a distraction, without doubt.

Malcy had a great opportunity to probe on Molecular Aviation Limited (100% MEN owned) and its sustainable aviation fuel project, also on current revenue generation from Green House, and importantly whether the owners of 75% of Green House, the shareholders of MEN, are to receive a dividend in the upcoming IPO and listing. Not difficult questions to put to your guest, surely? But certainly should have been asked in my opinion.

With regard to the current Paraguay well, with Peter Levine still making reference to the low geological chance of success (17%), then surely the audience could only conclude that there was nothing conclusive to report at that time, otherwise surely it would be inaccurate to state such, IF he knew differently? Again, no questions put by Malcy about the drill.

Pp.

[scaleyman] 28/2/2024 15:43

Thursdays used to be good for RNS announcements, good or bad!!

[barony] 28/2/2024 15:33

Me too VV!

[officerdigby] 28/2/2024 11:05

Yes, weird interview. Why would you do that interview if you were going to take private?Why show that weird attitude to S/Hs?.Was he saying buy or.was.he saying sell.The love CoS in the drill at least remains consistent

[wakeland] 28/2/2024 10:23

If it hits commercial oil I don't care if it takes another month!
I just want a route out without wipeout which is where I am now having added at many of the hat pass around times.

[chris cat] 28/2/2024 09:44

Delayed news on Paraguay is less than helpful (Unless you want the price to drift). Granted it's only a few days late from the stated 45 days and it's a wildcat drill in a remote area but pretty poor from a company that is well aware of the significance of it (despite PL's warnings of low COS) and one that hasn't hit a self stated deadline in 15 years.

[brasso3] 28/2/2024 09:14

Nafnaf

He is clearly planning to take it private.

[rizzzla] 28/2/2024 06:30

💥boom

[piperpeter] 27/2/2024 21:16

Peter Levine to Malcolm Graham-Wood, 26 February 2024...

"I can tell you the direction that Atome is going.
I can tell you the direction that Green House is going.
And Molecular owns both of those.
So I can tell you that money will continue coming in now from Argentina, which has actually turned an absolute corner, and where the Argentine business can actually help Molecular in various states, which it will do".

Pp.

[chris cat] 27/2/2024 21:16

I read it as a threat that he’d take it private……; then the value will rocket but the us/the market would miss out. I don’t follow ATOME much but note that it has fallen also, is that stock or sector specific?

[nafnaf3] 27/2/2024 19:29

In that awful video PL did say the market would be sorry? The only reason the market would be sorry is lost of earning/money. Is he saying the low share price is about to rocket and the mm will suffer? Or is that just wishful thinking?

[all in eol] 27/2/2024 17:14

I don’t for a minute believe the current mcap is justified. As I say interesting times.