Simec Atlantis Energy Share Discussion Threads

[jotoha2] 30/1/2025 16:00:30

So all ready to go , all they need is GBE to cough up partial funding !

[robertspc1] 24/1/2025 13:53:40

Bloomberg reporting that EDP looking to repurpose coal sites into data centres as grid connections are so valuable. Just the latest to recognise how AI will transform energy use. Uskmouth is potentially worth far more than its current NAV, which is already far in excess of the company value. Just the Meygen debt obscuring value imho

[cwa1] 24/1/2025 08:30:18

Clearing suspected spam post 3553

[robertspc1] 21/1/2025 09:16:48

News as expected re final project payment. At least demonstrates they can deliver. Real uplift awaits Meygen restructure which will remove the persistent debt overhang

[wheeze] 18/1/2025 09:00:45

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 10:12:51

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 12:50:16

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 10:05:23

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 19:24:53

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 09:43:57

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 20:58:34

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 17:46:15

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

[citycanary] 06/1/2025 11:12:42

Possibly next milestone payment on its way?

[jotoha2] 06/1/2025 09:39:53

Were on the move , super !

[cwa1] 01/1/2025 15:43:08

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

Thanks

[smokey 1o3] 21/12/2024 09:09:00

Kern - Oh your here too. Maybe seek help?

[ken chung] 20/12/2024 07:55:18

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

[jotoha2] 19/12/2024 13:02:53

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 07:17:57

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 11:19:28

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.