Ncondezi Energy Share Discussion Threads

[cl0ckw0rk0range] 02/2/2017 23:11

Posting research on discussion boards is operating a ramp fest how exactly? As I have already suggested to Andrew perhaps you should focus your energies on KIBO rather than concerning yourself with a company you aren't invested in. Should I remind you perhaps of the issues there?I see that you are in good company with our prolific troll poster, sadly from their posting history you can see what a sad individual they are spending hours talking down multiple company's in the sector.

[mohammedalibusiness] 02/2/2017 23:11

Guitars - it's an 80% chance of failing here my friend. I still have shares because I was around from 2p days and was in for the long term until the directors began their 50% secured loan against their own company to pay their own salary antics. I've sold most of my shares on rises and left a bit of free carry as these boys ramp it up in the hope of getting at least 8p for them. There's a possibility i might get my target even if this fails as the rampers take it up on anticipation.We shall see but I am certainly not going to put new money into here.

[guitars4stars] 02/2/2017 23:04

Tidy... good post and valid concerns which remain unanswered here... I looked at NCCL with a view to 'add' as a compliment to my substantial Kibo holding - yet 'clock' and crew seem to be operating a ramp fest - why is the unanswered question...?

[cl0ckw0rk0range] 02/2/2017 23:02

Very easy to see who the troll in the room is here. DYOR, plenty more research on twitter and LSE #NCCL

[cl0ckw0rk0range] 02/2/2017 22:45

just a quickie on AFC. 1) large African focussed institutional infrastrcuture investor2) 21% shareholder 3) Well known to invest early and follow on into financial close4) recent deal highlighed here shows methodology - ...5) Non exec director sits on our board, Aman Sachdeva6) Provides potential exit route - either alone or through recent huge JV with Harith - ...7) Used to working with large corporates external to Africa, balanced with African governments8) supported company with recent two tranche sharehodler loan of $1m and $2m. So - not a bad lot to have alongside.

[cl0ckw0rk0range] 02/2/2017 22:45

The JDA unlocks the following:1) Access to one the largest power plant operators in China. 2) Funding of approx $60m for 60% of the project3) drawdown of funds from our largest shareholder, AFC to support working cap 3) access to debt providers who, I believe, will provide a larger than expected proportion of the debt : equity mix to improve equity returns4) ability to drive down both opex and capex costs thus improving equity returns5) more institutional interest in NCCL's equity / the project 6) more PR 7) potential for a more structured broker note with targets based on the expected cashflows of the project

[cl0ckw0rk0range] 02/2/2017 22:44

My post on Sunday makes me think this gets bigger over time than 300MW-1800MW, I think there is scope to sell extra coal locally also. This underpins what is going on in Tete right now. So, firstly there is govnermental desire to build industry and develop the area. Secondly, there may be opportunities to sell on some of our coal. First point is key though, you're going to need more than a 300MW plant to do that, which we will become over time. We are in the right place, with the right product, the right team and the right strategic partner.

[cl0ckw0rk0range] 02/2/2017 22:43

BOD Chairman Michael Haworth co-founded Greenstone Resources in 2013, a Resources focussed PE Fund, he was previously a MD at JP Morgan. He founded and subsequently listed Zanaga Iron Ore Company #ZIOC (where he is a NED) and Ncondezi where he owns 6.57% COO (ex Eskom) has managed 5 power station with >18,000MW total installed capacity AFC - Africa Finance Corporation owns 21.97%, (bought at 5.87p) has a NED (Aman Sachdeva) on board, AFC has c$2b AUM, strong on African power & infrastructure projects. AFC's shareholders include sovereign African governments and African banks, as well as private equity funds and other corporate investors. Mr Sachdeva is currently the founder and Chief Executive Officer of Synergy Consulting, an independent consulting practice with a focus on project finance, which has to date closed projects worth US$12 billion. Mr Sachdeva is also an advisor to the World Bank, Energy Sector for Central Asia, South Asia and Africa on a variety of projects. Kulczyk owns 11.63%, CEO & Chairman of Polish Polenergia Group has NED on board, big in infrastructure projects & One of the key experts supervising the liberalization of the Polish energy industry. The Chinese co-incidentally own c16% of Polenergia NED Estevão Pale has more than 30 years' experience in the mining industry. He is currently the Chief Executive Officer of Companhia Mocambicana de Hidrocarbonetos, S.A., a Mozambican natural gas company. Between 1996 and 2005, he was the National Director of Mines in the Republic of Mozambique's Ministry of Mineral Resources and Energy, where he was responsible for the supervision and control of mineral activities as well as the formulation and implementation of the mining and geological policy

[cl0ckw0rk0range] 02/2/2017 22:42

I don't protest at all Andrew I just don't see why your commenting on this board and making unsubstantiated claims of "manipulation". Perhaps you should put your energies to use closer to home habibi.

[mohammedalibusiness] 02/2/2017 22:25

Did you not read the art about him bang as shady as shandy?Bankrupt countries attract people like this.

[andrew1995] 02/2/2017 20:19

Oh Stuart. Thou protest too much. ;-))))))

[cl0ckw0rk0range] 02/2/2017 15:17

Tete industrial zone needs power...?

[cl0ckw0rk0range] 02/2/2017 15:16

Looks like SEP aren't the only ones looking for a foothold in Mozambique...http://exchange.co.tz/?p=13900COUNTRIES Kenyan Billionaire wins 250MW gas- powered plant tender in Mozambique ByKang'ethe NjorogePosted on February 1, 2017

[cl0ckw0rk0range] 02/2/2017 15:07

I think the point Andrew is that SEP are unable to announce JDA to the market whilst due to CNY the Chinese markets are closed. Quite easy concept to grasp really.The JDA unlocks the following: 1) Access to one the largest power plant operators in China. 2) Funding of approx $60m for 60% of the project 3) drawdown of funds from our largest shareholder, AFC to support working cap 3) access to debt providers who, I believe, will provide a larger than expected proportion of the debt : equity mix to improve equity returns 4) ability to drive down both opex and capex costs thus improving equity returns 5) more institutional interest in NCCL's equity / the project 6) more PR 7) potential for a more structured broker note with targets based on the expected cashflows of the project.Now why don't you toddle on back to your own board there's a good chap, and take your fellow KIBO holders with you.

[andrew1995] 02/2/2017 13:55

tradedesk 5,812 posts
'Quiet before the storm
Yes Chinese markets open tomorrow so clear path for SEP to make announcement in coming days'

Utter tosh as far as this company is concerned. Can't anyone see how manipulated this is now??

[mohammedalibusiness] 02/2/2017 10:27

Earl, do I seriously need to explain the concept of a spread to you? When has it reached 8p?!

It has never reached 8p - there is something called a spread - that dictates what you buy and sell a share at - the share price is usually indicative of the midpoint of a spread.

The bid has never reached 8p.

Lord Almighty... I tell you what - stick all you cash in here, you are so clever.

[cl0ckw0rk0range] 02/2/2017 09:38

Having fun Tidyramper? I could cut and paste all day and night also but I for one have better things to be doing with my time, enjoy your trolling and boiler room antics, nobody reads this board anyway. Ciao.

[cl0ckw0rk0range] 02/2/2017 09:22

The JDA unlocks the following: 1) Access to one the largest power plant operators in China. 2) Funding of approx $60m for 60% of the project 3) drawdown of funds from our largest shareholder, AFC to support working cap 3) access to debt providers who, I believe, will provide a larger than expected proportion of the debt : equity mix to improve equity returns 4) ability to drive down both opex and capex costs thus improving equity returns 5) more institutional interest in NCCL's equity / the project 6) more PR 7) potential for a more structured broker note with targets based on the expected cashflows of the project

[cl0ckw0rk0range] 02/2/2017 06:26

PSIt already rose to 8p yet you didn't sell - says a lot really doesn't it.

[cl0ckw0rk0range] 02/2/2017 06:23

Yawn. Anyone investing here will do their own research I would hope and see that your obfuscating. Agenda driven and manipulative - I mean twitter ramp crew? Your really clutching at straws now.

[cl0ckw0rk0range] 02/2/2017 06:06

The JDA unlocks the following: 1) Access to one the largest power plant operators in China. 2) Funding of approx $60m for 60% of the project 3) drawdown of funds from our largest shareholder, AFC to support working cap 3) access to debt providers who, I believe, will provide a larger than expected proportion of the debt : equity mix to improve equity returns 4) ability to drive down both opex and capex costs thus improving equity returns 5) more institutional interest in NCCL's equity / the project 6) more PR 7) potential for a more structured broker note with targets based on the expected cashflows of the project