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NCCL Ncondezi Energy Limited

0.825
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Ncondezi Energy Limited LSE:NCCL London Ordinary Share VGG640631039 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 0.825 0.80 0.85 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Ncondezi Energy Share Discussion Threads

Showing 6551 to 6570 of 11950 messages
Chat Pages: Latest  274  273  272  271  270  269  268  267  266  265  264  263  Older
DateSubjectAuthorDiscuss
17/3/2019
19:04
Agreed 7.5p ridiculous should be at least 15p in run up to JDA. At. Least.
cl0ckw0rk0range
17/3/2019
18:31
Nccl finally getting the attention it deserves on twitter/LSE
kingkongtimmo
17/3/2019
18:05
Am expecting a strong open on the bell tomorrow
guyswonga74
17/3/2019
18:01
7.5p is a nonsense price IMO. GE and CMEC waiting to sign JDA. Just need Gov go ahead.
imjustdandy
17/3/2019
12:43
With industry majors like GE and CMEC in the mix there's going to be a lot of PR for sure - this is still pretty under the radar at this price with lots of upside potential not even factored in yet - but when the JDA lands....
cl0ckw0rk0range
17/3/2019
12:04
Sounds good, and it looks like I am going to get my opportunity to sing out loud very very loud ::

“”N - CON - DAY - ZEEE””.

Dancers wil be jivin accompanying the exclamation just like on a stage, a theatrical performance.

So get buyin’ , you know it makes sense, and you how much you want to hear that roar, on signing of the agreement.

Strong buy.

escapetohome
17/3/2019
10:29
TR-1: Standard form for notification of major holdingsNOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA in Microsoft Word format if possible)i1a. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attachedii:Ncondezi Energy Ltd1b. Please indicate if the issuer is a non-UK issuer (please mark with an "X" if appropriate)Non-UK issuer2. Reason for the notification (please mark the appropriate box or boxes with an "X")An acquisition or disposal of voting rightsXAn acquisition or disposal of financial instrumentsAn event changing the breakdown of voting rightsOther (please specify)iii:3. Details of person subject to the notification obligationivNameScott FletcherCity and country of registered office (if applicable)Manchester, United Kingdom4. Full name of shareholder(s) (if different from 3.)vNameFirst Equity (12,833,000 ordinary shares)City and country of registered office (if applicable)London, United KingdomNameIG (4,283,260 ordinary shares)City and country of registered office (if applicable)London, United Kingdom5. Date on which the threshold was crossed or reachedvi:15/03/20196. Date on which issuer notified (DD/MM/YYYY):15/03/20197. Total positions of person(s) subject to the notification obligation% of voting rights attached to shares (total of 8. A)% of voting rights through financial instruments(total of 8.B 1 + 8.B 2)Total of both in % (8.A + 8.B)Total number of voting rights of issuerviiResulting situation on the date on which threshold was crossed or reached6.004%285,070,294Position of previous notification (ifapplicable)5.198% 8
cl0ckw0rk0range
17/3/2019
10:25
We are in the final straight now, JDA update due imminently and target is by end of March for completion - that then significantly de risks the project and unlocks the multi million dollar investment from GE and CMEC which will then reflect in the mcap and share price Back costs are c$20m and then there's the developers premium on top of that, do the math and you can see why the suggested share price of c20p at JDA reflects fair value.
cl0ckw0rk0range
17/3/2019
10:21
From the KIBO board but actually relates to NCCL oddly."Even going by sizes of projects and resources (before its larger project share) NCCL is much the larger.1) It has much more coal over and above needed for its long term power plans (1,800 MW), and is close to export opportunities now being developed.2) Tete capex is $1bn against Kibo's projects' (Mbeya or Moz+Bots) capex around $650m (assumed). At equivalent profitability, means NCCL's total project profit to be shared is 1.5x Kibo's3) NCCL has paid a lot more in costs which it will receive back on financial close. Around $30-$40m - against $19m as would have been at Mbeya, but nothing so far for Moz and Bots.4) NCCL's share of its project will be far higher than Kibo's could ever have been. With its back costs, NCCL expects to end with c 40%. Kibo never could have had more than 19% for Mbeya, and will have less than 10% of Mabeseweka on spending so far. To get more it will have to spend more, which it doesn't have !5) NCCL has only 285m shares in issue (more to be issued on loan conversion but still low) against Kibo's 640m and rising.Add up all those factors, and you'll see why NCCL has ADB as a cornerstone investor while having signed up GE and CMEC to fund its project, which has completed and paid for all its necessary studies while Kibo has spent nothing so far on Moz or Bots or Med. All adds up to why NCCL has also always warranted a larger market cap than Kibo, and an even higher share price"
cl0ckw0rk0range
17/3/2019
10:04
To add to my 5418
I should have added that Hanno has mentioned (Nov 9 2017) '25 yr free cash flow' of $80m-$120m pa, for the integrated project when up and running.
That's pretty wide, but accords with what can be calculated from the more detailed info Kibo has published for its similar project. Similar power output, but smaller mine than NCCL's and without NCCL's transmission line (which adds quite a lot to capex). What counts for NCCL is the share of that it will get. As before, It will get what its past spending 'buys' it as % of the c$300m equity, plus whatever it can afford either from a 'development premium' (which I've said I think is questionable)and from raising more from shareholders. The one thing it won't get (as clarified by Hanno to me) is any 'free carry' (although it could be argued that a 'free carry' is no different from a 'development premium') ! So still a bit of uncertainty.
Re the JDA, the last one with SEP, did disclose quite a lot about the then development premium. So maybe we'll get it this time.

lurker5
17/3/2019
10:01
I always felt this would be the first and only C2P play to succeed on AIM. Great management might have something to do with that !
imjustdandy
17/3/2019
08:38
When I say every buy moves the price I am of course referring to my buys
goodbloke1
17/3/2019
08:36
I have been topping up and every buy moves the price so I certainly agree with your point
goodbloke1
17/3/2019
08:16
MM were really struggling to find any stock Friday PM - and to be fair with the limited free float and sticky LTH I'm not surprised. No reason to sell at this end!
cl0ckw0rk0range
17/3/2019
07:16
Been waiting Nearly 5 years for this moment.
imjustdandy
16/3/2019
23:38
"or whether he knows an analyst who's disclosed to him his yet to be published properly reasoned and credible research note"Steady on John (not John) that sounds either desperate or libellous and you don't really want to be sued for defamation of character do you? I'm sure he knows a good QC, and I don't mean you're favourite tipple.Will be speaking to the chaps in the good ol US of A though this week, perhaps ask them to see if one of their staff is perhaps overstepping the mark (John).
cl0ckw0rk0range
16/3/2019
17:20
I second that!
goodbloke1
16/3/2019
14:59
Mr Clock - I've known many 'entrepreneurs' who got lucky once in some niche whose time had, temporarily, come - and think they're going to be lucky for ever while coasting along (and gradually losing) on their initial gains. I've known 'investors' who follow them to have been sunk without trace when they try their hand at the next wheeze. That's not to say particular said entrepreneur won't get lucky this time. NCCL has bee flagged by many for a long time as one of the better AIM bets, including yours truly (not 'John')back in 2016. Who's to say whether said Scott brings particular judgement to NCCL, or whether he's following a well established trend - or whether he knows an analyst who's disclosed to him his yet to be published properly reasoned and credible research note ? I'll be publishing a bit more of my own soon.
lurker5
16/3/2019
09:47
Scott Fletcher MBE buying at 7p would suggest they value this at a lot higher - you don't get rich backing losers.
cl0ckw0rk0range
16/3/2019
09:19
Id be surprised if its not higher personally. Huge vote of confidence that Scott fletcher MBE is adding heavily here and now.
kingkongtimmo
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