Ncondezi Energy Share Discussion Threads

[yogaboy] 22/5/2018 15:02

Agreed TDJ, I wonder when the crazy gang will arrive. Gotta happen soon ;)

[terranadonjohnson] 22/5/2018 13:34

Hahahaha Yoga!

It's actually a testament to how carefully and judiciously this company and stock have been managed. There aren't a huge number of posters around the stock.

NCCL has been clear about the time line, which has prevented crazy ramping, even if some posters are clearly confident and posting frequently (most of it is research-based so there's no issue there).

[yogaboy] 22/5/2018 13:27

This is the quietest calm-before-the-storm I've seen in a long time!

[terranadonjohnson] 22/5/2018 12:19

From LSE board, CF73 has posted this- hope he don;t mind me posting it here.

===

Have had (telephone) contact with the company (no price sensitive information given). Just asked about the end of month time line for the next milestone of Financial Model review and sign off (I mentioned earlier RNSs and suggested timelines). They said progress continued to point to an end-of-month completion of the process (as per earlier notifications) -- seeming very relaxed about this - and that the market would be notified.

There were no signs of any kind of worry or concern, very relaxed indeed. I am more confident than ever but folk must do their own research and come to their own conclusions.

[splatted] 22/5/2018 08:53

Pretty surpising not to see this start to take off at this stage. But could go any minute. Get em cheap while you still can imho

[cl0ckw0rk0range] 22/5/2018 08:33

Sure is especially given the lack of available free float.....

[yogaboy] 22/5/2018 08:19

18 April: Internal review of EPC and O&M proposals in process, target completion by the end of May 2018. 25 April: The internal review is targeted for completion by the end of May 2018, and an update will be provided to shareholders at the appropriate time.03 May: Initial review indicates that there is the potential to deliver a more competitive power tariff to Electricity de Mozambique ("EDM") and the Ministry of Mineral Resources and Energy ("MIREME") for approval. Target completion of FM review in May 2018. 10 days to the end of May, share price still below 7p. It's going to be a very interesting day when the news lands....

[kingkongtimmo] 21/5/2018 17:24

Financial model, bids accepted and possible options packages. Three RNSs minimum this month IMO. Exciting

[terranadonjohnson] 21/5/2018 17:15

Financial Model sign-off between NCCL and the GE & CMEC is the easy bit. That's for them to sort NCCL and GE & CMEC and agree - before forwarding proposed tariff envelope to the authorities.

They all want this deal to go ahead and, by the sounds of it, had already been plugging away at the FM to produce an even better Tariff than NCCL had previously gone to the government. Just due process, expecting to hear by month's end.

[costax1654x] 20/5/2018 20:32

Aeg ready to fly!ireal RNS!!Sorry wrong board!

[imjustdandy] 20/5/2018 20:03

Financial model to be agreed in May. Like next few days. If they agree the FM then JDA is nailed on.

[imjustdandy] 19/5/2018 09:13

Been waiting over 4 years for this day. Only a few weeks to wait now. Stunning

[terranadonjohnson] 19/5/2018 08:55

Great to hear EDM already on it, working to make way for NCCL. This is really looking good!

[imjustdandy] 18/5/2018 17:59

Thanks Clock. Moving into the real business end of the deal now. Waited over 4 years for this.

[cl0ckw0rk0range] 18/5/2018 16:12

"Improved economics"Electricity of #Mozambique is negotiating tariff readjustment with the government ow.ly/6smV30k4gAL #Electricity #EDM #Power #SADC #Africa

[terranadonjohnson] 17/5/2018 21:20

Think the market can't believe something on AIM might actually work out like planned :D

Will be a strong day tomorrow, setting up well for next week.

[beetroot juice] 17/5/2018 20:54

Still here not sold any and have no intention of doing till the JDA is signed.. Nothing to be said now, we await another update.

I agree though seems surreal more are not piling into this. No rainbow chasing here, its never a certainty but its not far off. IMHO Off course.

[escapetohome] 17/5/2018 20:41

If its a huge bargain as you say above, then a lots dont know about the share, hence the quiet bb.

[terranadonjohnson] 17/5/2018 20:12

Not sure how we can be in such an awesome period in the company's existence and have such little activity on the BBs.

...calm before the storm may be LOL

[terranadonjohnson] 17/5/2018 09:29

Agreed Yoga.

NCCL is the real deal.

[yogaboy] 17/5/2018 09:17

Not wanting to tempt fate TDJ, but I share your view. All parties want this deal to go ahead, and it appears to be running a little ahead of the very comfortable published timetable.

[terranadonjohnson] 17/5/2018 09:05

Current share price a huge bargain. The deal being struck will be one of the largest on AIM in a long, long, while. And am confident it will happen. No delays, no issues. It's been set up perfectly. Well done to Hanno and the team!

[cl0ckw0rk0range] 16/5/2018 19:04

Or sooner...

[yogaboy] 16/5/2018 18:40

Two weeks to our next milestone.