Simec Atlantis Energy Share Discussion Threads

[wheeze] 18/1/2025 09:00

This document suggests that the MeyGen development is likely to progress nicely. I guess we don't know what the arrangement is between Simec and Proteus marine. 200million is a decent investment even without the crowdfunding https://cdn.skfmediahub.skf.com/api/public/09451ef60f3e7f4e/pdf_preview_medium/09451ef60f3e7f4e_pdf_preview_medium.pdf

[noiseboy] 17/1/2025 10:12

There was a scoping application quite a while back for a High voltage cable to some land over the river usk .. could be interesting

[jotoha2] 16/1/2025 12:50

National grid have stated many times that they need to invest heavily in distribution network , Uskmouth is starting to look highly valuable .

[robertspc1] 15/1/2025 10:05

NESO announces grid connections pause as part of reform programme. Might shine a light on the value of Uskmouth, news on the project pipeline soon hopefully

[robertspc1] 13/1/2025 19:24

I think Uskmouth could be a prime site for a data centre. But let's get the BESS projects moving and Meygen restructured as that would get the equity moving

[jotoha2] 13/1/2025 09:43

Now that GBE is not moving forward as cash is not there , maybe they will allow SAE to develop Data center for AI instead , no cash no development. Am sure we will have positive spin , but where is the cash RR .

[wheeze] 10/1/2025 20:58

https://www.theguardian.com/business/2025/jan/10/britain-energy-costs-labour-power-plants-uk-cold-weather?CMP=Share_iOSApp_OtherThe games these barstewards play...

[robertspc1] 06/1/2025 17:46

First decent volume for a few months. Maybe a tip somewhere

[citycanary] 06/1/2025 11:12

Possibly next milestone payment on its way?

[jotoha2] 06/1/2025 09:39

Were on the move , super !

[cwa1] 01/1/2025 15:43

Right, that's enough all. PLEASE keep it civil and discuss the company only, not the other posters.

Thanks

[smokey 1o3] 21/12/2024 09:09

Kern - Oh your here too. Maybe seek help?

[ken chung] 20/12/2024 07:55

Sell, sell, sell.Short, short, short.Lemmings and mushrooms only.

[jotoha2] 19/12/2024 13:02

Still no confirmation of investment by GBE into this technology , so was it all pre election spin with no substance to follow.

[wheeze] 04/12/2024 07:17

SAE brings full power to MeyGen tidal stream site SAE is pleased to announce that, following the successful deployment of turbine 4, the world leading MeyGen tidal stream site now has all four turbines fully operational. This means that the site is now at full power for the first time, delivering 6MW of predictable, renewable power.

[jotoha2] 03/12/2024 11:19

Having been formed within days of the election GBE has now gone asleep , clearly the main driver is enjoying himself travelling the world, spin spin spin , whatever next.

[wheeze] 25/11/2024 15:03

Moving up on very low volume, which is a good sign for holders.Not so good for shorters. ...and no. Don't think they've all been able to close their positions as yet. This could get interesting.

[robertspc1] 25/11/2024 09:52

SAE was an obvious short selling target given its historical debt problems, But with the parent company debt refinanced and Uskmouth generating cash, the risk reward has massively shifted so the short sellers should have moved on. Once Meygen gets restructured this will bounce strongly in my opinion

[wheeze] 25/11/2024 09:47

Is there *ANY* evidence of *ANY* short sellers in Simec? https://shorttracker.co.uk/ JakNife JakNife, that is misleading. You know full well that only short positions over 0.5% are required to be declared and only these positions will be reported on Short-tracker. It is entirely possible to have multiple shorts under the reporting limits which together will have a downward impact on the share price. The SAE share price collapsed down to a market cap pf six million- wouldn't happen without shorting.

[robertspc1] 25/11/2024 08:58

Thanks. I am well aware of the revaluation but I don't think it fully recognises the potential upside. I asked a specific question about the Uskmouth freehold value on the recent webinar. Future potential project cash flows are heavily discounted. There will be further revaluations as projects progress. More importantly there will be development premiums and or rent deals ie cash