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Share Name Share Symbol Market Type Share ISIN Share Description
Simec Atlantis Energy Limited LSE:SAE London Ordinary Share SG9999011118 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.375 -18.75% 1.625 1.60 1.65 2.00 1.625 1.95 12,096,052 15:26:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy 12.2 -19.4 -4.0 - 11

Simec Atlantis Energy Share Discussion Threads

Showing 1801 to 1824 of 1825 messages
Chat Pages: 73  72  71  70  69  68  67  66  65  64  63  62  Older
DateSubjectAuthorDiscuss
30/11/2021
12:50
Self-confessed scammer. Mattjos 25 Nov '21 - 12:13 - 1997 of 2005 0 7 0 my own personal standards of behaviour such that I certainly won't be following your advice, thank you dave4545 jbravo2 23 Nov '21 - 11:14 - 1990 of 2005 0 4 0 Read the thread He was having a go at people selling less than 5% lower than where he started selling. He was playing the big “they’re being mugged, what are they thinking?” card and just 11 minutes later, at a share price 4% higher was posting about the selling he’d just done. dave4545 24 Nov '21 - 07:58 - 1995 of 2005 0 5 0 I'm getting too old for forums but anybody young in this game I can give you a valuable lesson for free. Never be honest, do not tell anybody you will sell a stock and do so. You cannot gain from being honest. To succeed on forums be a lying scumbag and people will love you.
dave4545 confirmed liar
30/11/2021
12:50
A confirmed scammer, ADVFN https://uk.advfn.com/cmn/fbb/thread.php3?id=19902351&from=1995
dave4545 confirmed liar
30/11/2021
12:43
This should be the low of the day 1.6-1.7p It's 1.67p bid online so mm's are buyers at this level
dave4545
29/11/2021
17:50
After a quick look at the map, it confirms what I thought. Nearly everything is either small scale prototype demonstrations or stalled projects. Meygen and the Isle of Wight are the exceptions. The latter is planning for 30MW of capacity but doesnt yet have planning permission for the onshore substation needed. I expect this will arrive in due course and that they will enter a bid into the auction alongside SAE. With a bit of nouse from their respective managements though, both should be able to get a contract. The existence of a bit of healthy competition between the two that will keep them honest was probably a factor for BEIS in allocating a specific budget for tidal.
clabburn
29/11/2021
17:28
Should add, it is so nice to again be assessing the potential of tidal. That was why I first bought into this company back in 2017 and it feels like we may finally have come full circle with a world leading project ready to move forward. If they can develop the full 80MW and receive a price around £150 for the power then they will be in line for about £40M of revenue a year. If Raz Blanchard then makes similar progress, and the rest of Meygen gets developed in a later round of CfD auctions then revenues from tidal will be heading to the hundres of millions a year and the company will genuinely acheived scale. A lot can of course go wrong and this is the ultimate in blue sky forecasting but it's nice to at least see the glimmour of light at the end of the tunnel!
clabburn
29/11/2021
17:24
Hi Clabburn That is an incredibly useful post in both explaining the auction mechanics and the availability of alternative bidders. That last sentence may well be the most important one here in determining the outcome of the auction. As a lay person I thought there were many more advanced projects into tidal stream generation, but perhaps not. I did come across the following website which you may already use. https://maps.esp.tl/maps/_UKRED-Marine-Map/pages/map.jsp?geoMapId=267704&TENANT_ID=115744 Does this further confirm your initial assessment above re one other project that may be eligible? And once again, huge thanks to you for your input and expertise.
mdchand
29/11/2021
17:10
mdchand - it depends on how aggressive they bid into the auction. I did do a back of the envelope calculation previously and estimated they would receive about £10-11m a year if they put a bid in at around £90/MWh. They way it works is that the company gets a premium on top of whatever the wholesale energy price ends up being and for budget purposes BEIS have this pegged at £49 for 2024/25. So if we bid £100, again for budget purposes, we would get an extra £50/MWh as subsidy. Spread across a year and facoring in that tidal power has a load factor of 38% you would end up with a subsidy of £14M a year. In reality it may come in higher or lower depending on what actually happens in the power market but for Atlantis the effect would be to guarantee the price they get ends up being £100/MWh. I should add that this was a very rough guess made quickly during a break from work so may well be inaccurate. That said I did base it on comments made after their last auction bid and the relevant info in the BEIS docs. That was when we were going to be competing against floating wind and would have needed to be as aggressive as possible to stand any chance of getting a contract. Now that there is a ring fenced pot the situation is totally different. They will be able to play things a lot safer and the new partnership with Nova will be a factor as they have no doubt committed to buying some of their kit which I have no knowledge of whatsoever. I expect they will probably bid closer to the strike price of £211 but maybe not for the full 80MW of capacity. If they bid the whole 80MW at £211, I think the budget would need to be more like £45M. Essentially though, I expect they will get the lion share of the budget simply becasue there arent many other projects ready to bid in. I only know of one other project with necessary consents at the Isle of Wight planning to use the Orbital turbines but its still quite early stage and I cant see that being for more than a few megawatts.
clabburn
29/11/2021
16:58
Good day all round , great opportunity for at least 5p stage one.
jotoha2
29/11/2021
16:23
Don't you just love overhangs. And when they clear...
dave4545
29/11/2021
16:20
Glad I bought a few for 1.42 ten days ago
volsung
29/11/2021
16:04
A primer in the tidal industry here for those (like me) who are invested but don't actually know much about it.. hTTps://www.youtube.com/watch?v=1-2TyKqP84o
shrout
29/11/2021
12:51
Gbjbaanb yep the sad robot is messed up and often talks to his multiple aliases what a weirdo
heatseek77
29/11/2021
11:47
Do we think that the Welsh government will make a decision next year? If it is negative, that's already in the price, but if it was positive......
our haven
29/11/2021
11:22
Where's bad robot and his crew? Sold out at a loss after his strop the ramping didn't work as quickly as he wanted?
gbjbaanb
29/11/2021
10:40
Directorate Change. Appointment of Executive and Non-Executive Directors SAE is pleased to announce that Mr Andrew Dagley has been appointed as a Non-Executive Director of the Company. Mr Dagley previously served on the Board in an executive capacity as the Group Chief Financial Officer. The Company is also pleased to announce that Mr Andrew Charters has been appointed as an Executive Director of the Company and will serve as the Group Chief Financial Officer. Mr Charters is a Chartered Accountant with 25 years of experience at a senior level within a diverse range of organisations including the University of Glasgow, The Scottish Football Association and CMS Group. The Board looks forward to working with both Mr Dagley and Mr Charters and having their extensive experience and expertise contribute to the Company's ongoing success. AIM Rules Schedule 2G: Full Name and Age Andrew David Charters, Age 48 Previous Directorships in the Hampden Park Limited last 5 years Enable Scotland (Leading the Way) Enable Scotland Scottish Football Partnership Allander Bidco Limited Allander Topco Limited CMS Enviro Systems Limited ------------------------------- There are no further relevant disclosures under Schedule 2G of the AIM rules.
skinny
29/11/2021
10:11
The future of one of the most innovative renewable energy companies on the planet is all but secure now. Easy long term investment from today's 'going bust' valuation.
david gruen
29/11/2021
09:52
Im starting to feel increasingly comfortable taking a punt here. Even if they do end up restructuring at some stage, the enterprise value in Meygen alone makes the current market cap grossly undervalued in my view.
clabburn
29/11/2021
09:44
My first stab at these was @26.25p, AV now 5.03p - so a return to double figures and more would be very welcome.
skinny
29/11/2021
09:20
Close the gap to 4.5p first, but the Gov's commitment to this project should take us back to 30p in the near term.
david gruen
29/11/2021
09:17
Now we have confirmation of being involved in CFD then a quick ride up to 5p should be on the cards .
jotoha2
27/11/2021
19:54
Mattjos 25 Nov '21 - 12:13 - 1997 of 2005 0 7 0 my own personal standards of behaviour such that I certainly won't be following your advice, thank you dave4545 jbravo2 23 Nov '21 - 11:14 - 1990 of 2005 0 4 0 Read the thread He was having a go at people selling less than 5% lower than where he started selling. He was playing the big “they’re being mugged, what are they thinking?” card and just 11 minutes later, at a share price 4% higher was posting about the selling he’d just done. dave4545 24 Nov '21 - 07:58 - 1995 of 2005 0 5 0 I'm getting too old for forums but anybody young in this game I can give you a valuable lesson for free. Never be honest, do not tell anybody you will sell a stock and do so. You cannot gain from being honest. To succeed on forums be a lying scumbag and people will love you.
dave4545 confirmed liar
27/11/2021
17:59
A confirmed scammer, ADVFN https://uk.advfn.com/cmn/fbb/thread.php3?id=19902351&from=1995
dave4545 confirmed liar
26/11/2021
20:25
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1035899/cfd-allocation-round-4-allocation-framework.pdf Appendix 1 – Administrative Strike Prices (£/MWh in 2012 prices) Tidal stream - - 211 211 Wave - - 258 258
mdchand
26/11/2021
19:53
https://hansard.parliament.uk/commons/2021-11-25/debates/3F31C164-B16D-4A10-884C-C44DE63068BC/TidalEnergyGenerationRingfencedFunding Debate in parliament last night regarding this £20m and the how the govt reached its decision. Worth reading to get an impression of what the govt is thinking and possibly what might happen moving forwards. SNP leader (Ian Blackford) is all over this btw so we do have political pressure on our side.
mdchand
Chat Pages: 73  72  71  70  69  68  67  66  65  64  63  62  Older
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