Simec Atlantis Energy Share Discussion Threads

[boxerdogz] 27/11/2020 05:40

It's a Buy Recommendation from Investec 75-112p

[tempesttroy] 26/11/2020 14:38

Excellent posts Boxerdogz! Thanks ever so much for sharing it with us fellow investors. I have 300k of shares in this incredible & hope to be diverse renewable energy company. (Subject to SUP EP approval) I'll read the links later on when I have more time. Hopefully, we will receive a number of positive RNS's before the years is our but the SUP EP is significant as it will provide significant additional profits to plough into tidal energy that has been, in the past, malnourished of investment making it difficult to effectively compete with more established green sources such as wind for example. Keep up the interesting posts!

[boxerdogz] 26/11/2020 14:22

From 2011 !





2 days ago this


This has great great growth potential

[boxerdogz] 26/11/2020 14:16

It is widely accepted that a diverse range of renewable generation technologies must be developed in order to deliver a reliable and consistent electricity supply, given that renewable technologies such as wind and photovoltaics are intermittent and prone to rapid fluctuations in capacity (Lund and Mathiesen 2009). A spatially and technologically diverse portfolio of renewable generation sources has the potential to mitigate intermittency in overall energy production as intermittent sources tend to vary independently of each other (Grubb 1991). Marine renewable energy therefore may make an important contribution to future energy networks. Tidal energy is a particularly promising resource, as although intermittent, the tides are predictable which has significant benefits for electricity networks (Callaghan and Boud 2006).

UK
The UK’s location between the North Atlantic Ocean and North Sea at close to one-quarter of the M2 semidiurnal tidal constituent from the edge of the European continental shelf results in significant concentration of tidal energy at points along the UK coastline, as indicated in Fig. 2. The highest flow speeds are observed in regions of shallow water around flow constrictions such as headlands, straits, and channels. Peak tidal flow speeds of over 2 ms−1 are observed in the Bristol Channel, Anglesey Skerries, and English Channel and around 5 ms−1 at locations in the Pentland Firth north of Scotland (ABPmer 2008). Around 80% of the UK’s tidal stream technical resource can be found at ten sites, dominated by the Pentland Firth which represents around one third of the total resource (Black and Veatch 2010).

[boxerdogz] 26/11/2020 12:00

Total in today 100 Grand . position building

Many of the trades delayed. GLA

[boxerdogz] 26/11/2020 10:53

And another 30 grand split trades

[boxerdogz] 26/11/2020 10:39

Just added another 40 grand

3 trades .

15 . 10 . 15 grand each , not showing up yet

[gbjbaanb] 25/11/2020 09:15

I was thinking of the oil majors who are on the doldrums with oil and needing something relevant to their skills with underwater engineering to pick this up. Shell in particular has said it will be transitioning to renewables, this would make great sense for them, and they could sell off uskmouth to fund the purchase at that.

I'm not sure how much we'd get from that though, I think I'd prefer to keep it independent but they could always make is an offer we couldn't refuse!

[tempesttroy] 25/11/2020 07:38

Boxerdogz, great post. Hope all goes well with your trip overseas. I'll be sure to read up on the links you kindly sent through.

[boxerdogz] 25/11/2020 03:16

Links for bedtime reading and research

[boxerdogz] 25/11/2020 01:17

TempestTroy24 Nov '20 - 14:58 - 812 of 813
0 0 0
Hi Boxerdogz,wow, that's a tidy volume. With everything that's going on in our world if you're not a millionaire now you soon will be!

Tempest I have an investment plan which has served me well, aside from my Regular boring FTSE portfolio I add 1 large AIM listed investment for long term hold into the mix .

I have had a small position in SAE for some years now and saw some 7 years ago one of their tidal turbines in Orkney on the qauyside( Impressive ) that is what swicthed me on to them.

I just exited a 600 grand initial 2 year investment in RMS ( share price wnet a bit crazy )which multi bagged for me, so this one is my next AIM share to go large.

It's obvious a green revolution is underway, I worked for the first company to install the first ever offshore wind farm some 16 years back , now look at offshore wind !!!, I,m offshore right now in Asia.

I see Tidal Stream as part of the energy mix for days with no wind and waves etc. The speech today by the Chancellor should provide a catalyst.

I,m not greedy and will be looking for 100% return on this one, It may take some considerable time to see these returns ( years !, but they will come IMHO

Low MCAP, Low Float and somewhat under the radar. Am very confident on this one.Get the right interest from the AIM crowd and it could see decent gains.

I worked around UK waters and around the world for 20 years now running Submersibles systems ( This is my last trip offshore BTW ), The UK has some terrific shallow water tidal and constant currents and is ripe for tidal renewable exploitation, as are many many places around the globe. I also suspect that one of the oil major may well take an interest here ( That's just speculation though )

Good luck

I am on Twitter and will post link to @ once back onshore for my research if anyone is interested. I can't access offshore as Twiiter asks for verification via mobile number which i can't access as on a Sat link.

[clabburn] 24/11/2020 15:29

Great to hear that. Have been invested since 2017 and the level of interest and volumes traded in this company has increased massively this year.

Some great news today of CfD reform although the real moment of truth will be next September when the auction results will be announced. Competition from floating wind will be stiff.

[tempesttroy] 24/11/2020 14:58

Hi Boxerdogz,wow, that's a tidy volume. With everything that's going on in our world if you're not a millionaire now you soon will be!

[boxerdogz] 24/11/2020 14:31

Going unnoticed by most.

Been accumulating last 4 weeks ....Really like this one !

In for 6 numbers

[jpuff] 20/11/2020 13:11

Agree, it's all about practicality and urgency rather than current idealism.

[clabburn] 20/11/2020 13:03

I agree. I personally think the technology makes the most sense in emerging markets as a way of avoiding the peril of stranded coal assets and providing a practical way of dealing with the growing mountains of plastic waste pouring into the world's oceans each day. The term 'bridging solutions' gets used a lot but definitely applies to subcoal. I think we would all agree that long term we should be aiming for better solutions than burning our waste but if we are being realistic, that's still a very long way off for OECD countries let alone developing nations.

[jpuff] 20/11/2020 11:54

Combusting it in a clean and responsible way has got to be better than dumping it in the oceans and jungles of the world. The time for this technology has arrived worldwide. Minimisation of plastic waste will still leave a huge clean up problem on its own.

[jpuff] 20/11/2020 09:33

htTps://www.theguardian.com/environment/2020/nov/19/uk-to-support-plans-for-new-global-treaty-to-turn-tide-on-plastic-pollution?CMP=Share_iOSApp_Other

[tempesttroy] 17/11/2020 11:39

Completely agree with you wheeze. Alas though, it needs to find a way of competing in the real world. It's entirely possible of course but needs further investment. A CFD would do nicely. Great to see some extremely positive news feeds on Tidal.

[wheeze] 17/11/2020 11:05

We are going to need to increase electricity generation to keep up with the demands of electric vehicles. Tidal energy is a vital resource to supplement wind and solar - it should not have to compete with these modalities. The green hydrogen project and the planned data banks are perfect examples of the sort of thinking that is needed to drag us into a carbon neutral world.

[tempesttroy] 17/11/2020 10:43

Then again, politics might well become the medium that helps our cause. Carrie Symmonds, Boriss's long term partner is a well known & active environmentalist. Carrie might be able to extend her not so inconsiderable influence on government to enact change. There's been a lot of positivity these past
few weeks. Perhaps, at last, the tide may well & truly be turning. Just one point on SUP, this really can have a significant role to play in tidal as any of its anticipated substantial profits can be diverted in order to drive R&D and help place tidal on a more level playing field with other sources of renewables such as wind & solar. That in itself could be a gamechanger.

[hyper al] 17/11/2020 09:51

SIMEC Atlantis need to push tidal turbines.

Most politicians think of tidal as large lagoon type systems, which are costly and detrimental to the environment.

Tidal turbines will become a major global industry, but will the UK take the lead? Tidal turbine industry would be an ideal transition for many sectors of the North Sea oil industry. It needs UK government to support the Scottish Government in this, but unfortunately I see politics getting in the way yet again.

[our haven] 17/11/2020 09:48

Currently 247k trades, all sells and yet price holds. Implies order to fill but we will see. After yesterday could of course simply be profit taking but I would expect it to move the price.

[clabburn] 17/11/2020 09:41

Thank you. I think it was mentioned but not posted. Prospects for tidal are certainly looking up. It's almost at the point where delays or even failure with Uskmouth might not matter hugely to the share price - if their tidal projects start to receive a fair valuation and begin to look bankable then the market cap will quickly improve with or without coal station conversions.