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Share Name Share Symbol Market Type Share ISIN Share Description
Pensana Plc LSE:PRE London Ordinary Share GB00BKM0ZJ18 ORD �0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.20 0.37% 54.95 54.00 55.90 55.00 51.40 53.50 221,349 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy - - - - 135

Pensana Share Discussion Threads

Showing 67176 to 67200 of 67625 messages
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DateSubjectAuthorDiscuss
10/10/2022
11:38
Exactly Dmitri... I always try to be conservative with my estimations and then I'm pleasantly surprised :)

GL ALL

Just getting started, new Imo within the 10 trading sessions.

sirmark
10/10/2022
11:33
I don't disagree Sirmark, I own 100k of these. He's too savvy to be talking like that if it wasn't done and as you say the share price tends to agree.

This is an incredibly exciting investment. Once funding is done I think you can kiss £1 or anywhere near there goodbye. £1.2/£1.5 by xmas is conservative if all the funding is in place. This will be a multi-billion pound company when it's up and running.

dmitribollokov
10/10/2022
11:19
The share price over the past week tells you all you need to know IMO, coupled with his comments.... I'm very happy and will after my recent top up sitting pretty ready to ride this over the next few years... and the dividends this company will throw out will be very high percentages IMO.

Game changer in play... you can read the signs and buy or wait and watch each to their own ...but for me we will soon be above £1.00 after bond news and a small 15/20% dilution which I feel has already been sorted with a small amount being open to maybe only existing PI's we will soon see.

I expect this to be circa £1.20/£1.50 by Christmas.

sirmark
10/10/2022
11:11
He's pretty loose with his chat tbh! There's a difference between having the funds committed and writing the docs to then roadshow a bond. It must be a private placement that's been agreed and they are finessing the docs, otherwise it's pretty misleading saying money will be in the account in a few weeks. $175mm is too small for a public HY bond really.
dmitribollokov
10/10/2022
11:06
Documented.
oapknob1
10/10/2022
11:02
Not sure it is is sorted. He said they would be going to market in the coming weeks.
mwj1959
10/10/2022
10:51
It's already sorted (watch the video)
sirmark
10/10/2022
10:25
The HY market isn’t going back to printing PIKs with 2 and 3-handles ever. Get the funding in now.
dmitribollokov
10/10/2022
10:09
The bond markets are in disarray at the moment,I hope ps waits for things to calm down, otherwise we'll end up paying sky high interest!
Might have to wait till early 2023.

My thoughts only.

petralva
10/10/2022
09:41
nwj1959

They are waiting for the paper so once this is done the funding will then be complete and at that point the RNS will be released.

with the sort of free cash flow our projections are here this is going to look cheap even after this has 20 bagged.

I'm happy to watch and wait.

sirmark
10/10/2022
09:36
A very useful update. This is the first detail I've heard re how the $250m needed for Saltend is going to be raised (correct me if I'm wrong here and if that is the case how they can "announce" this without an RNS I'm not sure). So from the bond side of things looking to raise $175m with documentation being completed and going to market in next few weeks, whilst acknowledging timing for such an issue isn't great i.e. cost is likely to be higher than initially thought. $75m from equity investors (compared to a current mkt cap of c.$180m), even in the same breath he said that they won't need to go to equity market! They are going to the equity market. $50m hopefully from a strategic investor. Not sure whether it was a slip of the tongue or not but he did initially say that they had "got" this $50m ,but then quickly changed that to "looking for" (3.34 on Crux interview). The remaining $25m to come from existing shareholders and institutions that they already know. So quite a lot of equity to raise and key to its success will be getting the strategic investor on board as this should encourage further institutional investment. So that's Saltend. Also a lot of interesting detail later in the video about funding for Angola, particularly around the UK government's involvement alongside 3 other bilateral agencies, all being tied together by an investment bank. Looks to be all debt.
mwj1959
10/10/2022
09:23
Seems I have a fan lol (short are we...lol)
sirmark
10/10/2022
08:39
hxxps://youtu.be/_7uAzRTvGRE

Funding in coming :)

sirmark
10/10/2022
08:19
https://www.thisismoney.co.uk/money/markets/article-11294335/Were-backing-Britain-trailblazers-pumping-tens-BILLIONS-UK-Plc.html
sirmark
10/10/2022
07:11
Bond finance sorted 175mln paperwork finalisation being done and will hit in the next week or two. 24months till first production but will be 450mln free cash flow per year !This will be a 1.5/2bln business in just 2 years. So at least a 20bagger and will still be cheap compared to our piers.
sirmark
07/10/2022
09:04
I am a LT investor and worked in investment management for over 30 years, managing significant amounts of money for considerable parts of that. I am certainly not a trader or FUD merchant. I've seen plenty of these investment situations before, so just want to add a touch of realism to some of the more optimistic posts. I am definitely not trying to push the share price down (and to be honest comments by PI on this board are hardly likely to move the share price). I want this to succeed as much as anyone and if I didn't think that would the case I certainly wouldn't be invested here or in PA's other venture, ALK. Upside is significant if it all works out, but we shouldn't ignore the potential downside risks too. Investing is always about getting the balance between reward and risk right. There is loads of the former in this stock, but still plenty of the latter, particularly in the absence of funding. Hopefully, this will be rectified soon.
mwj1959
06/10/2022
22:38
I wold love a $1 for every Trader and FUD merchant who claims that they are Shareholders, it is almost like a badge of recognition for them.

There is a big difference between an Investor that has a vested interest in the well being of the Company and an intermittent holder who wants to see the share price tank at this moment so that they can go into yet another Pump and Dump cycle.

You may be being "Sensible" but you are certainly not 'Cautious' or why would you be posting comment designed to subtly erode confidence ?

chinasyndrome
06/10/2022
14:59
I don't disagree about finance being a game changer, but we need to see it first and its hardly sour grapes from me as I'm a holder of the stock. I'm just being sensibly cautious and not counting my chickens too soo. IRR will be far lower than you think with the higher cost of capital too.
mwj1959
06/10/2022
10:57
Exactly .... Finance will be a game change on the share price .... look forward to it.
sirmark
06/10/2022
08:32
Sour grapes 1959, What does it matter when the IRR is well over 60% and the payback period is under two years ? I would happily pay 10% to get the Finance knowing that it will improve the share price by at least 500%.
chinasyndrome
05/10/2022
16:19
I hope that you are correct! The bond market may be open, but the cost of raising capital in it for what will be a HY issue has risen materially over the last 12m. As an example yield on US HY has gone from just over 4% at the start of the year to around 9% presently. There is no cheap money in the current world.
mwj1959
05/10/2022
15:36
PA has already stated public ally there is no equity raise. The Bond market is open and that's $175m - the remaining is with the current large investors and 'some of the largest companies in the world'...October will be a good month for Pensana and shareholders! Sells are being soaked by investors that understand where this going GL
mrmark1
05/10/2022
14:09
They're going to need a lot more than two "massive" anchor investors to raise the near $500m that is needed to get this show on the road. PA will deserve all the praise if he is able to pull it off, alongside the $300m to get TVL Train 1 up and running. I hope that is the case given that I'm a shareholder in both, but we need to be realistic about the challenges of delivering on this in the current environment.
mwj1959
05/10/2022
11:51
Order cleared eventually at prices up to 62p but in lots of small pieces as far as I can tell from looking at the trades... Atherley post on LinkedIn re long term contract and relationship to funding may be a comfort for retail. Looks like the instos are out of the market waiting to get stock allocations in the equity portion of the offering...
energyhobbs
05/10/2022
09:59
Can't seem to buy any at 62p. I think MMs speak with forked tongues.
energyhobbs
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