cred thread 1 , page-50

Great week Pas...

Chinese MoU for infrastructure was significant. Easy to see them/others taking the emerging LY BCE industry in their stride and build whats needed - look what they do in HIGH sov risk Africa.

Todays Patent ann sums up the new Team - under promise/over deliver with minimal fanfare/grandstanding...just following their successful "process" that has investors flocking to hold and see.

The P&D scenario ...

The prominent BM crew have been working overtime elsewhere trying to convince us that 0.5c to 3.1c is another historical P&D. They told us last Aug ESI will be de-listed. Now they are saying ESI will be "dumped" back to 2c lol. Heck - I was hoping for 2.5c by April 27. At 10c we will be P&D dumped back to 8c..haha cant wait for that P&D

They fail(ed) to recognise ECT were effectively re-listed last Aug. Living in the past is not wise.

9 weeks ago the sp was 0.5c...now its 3.1c on virtually zero confirmed news. Not bad. I'm getting a little more bullish in my outlook.

WEC had $1.2B on a 1mtpa fantasy in the backblocks of Indo in a period when there was NO prospect of a carbon price, NO LV coal allocations, NO $800m freebies, NO mainstream media focus on cleaner coal/emission reduction - all of which heavily drive INVESTOR sentiment.

Maybe WEC's mcap would be closer to $2B now in view of the above?

Given the ann tonight that res 2 is gone...(it always was in the coys mind if you look at page 11 of the SanFran conference 2 weeks ago) we have the 2900m esi/esio base.

3.1c = $90m f/diluted with ~$20m to come from those luscious oppies.

In view of WEC's conservative $1.5B I reckon $600m (20c) year end is very possible....the patent was delivered 2 weeks early. The DFT seems to be "accelerating"...seems the Team are under promising and OVER delivering in every aspect. However a 6.4 bagger in 9 mths from here is still a big call...how is it possible?

As a minimum I expect:

* 3 modules financed with construction either started or imminent.

* Indian Matmor p/plant financed and imminent.

* AGL/LYP to come out of the closet and name Coldry with the Aug clean energy survival multi Billion give away.

* Many many left field possibilities over next 9 months

The word "imminent" was a dirty word to long termers - its now a clean word with real energy these days!

Any ONE of the above events IMO will take the mcap to $300m (10c)...with another likely hence the 20c.

If anyone suggested 20c 9 weeks ago ppl would have screamed ramper...true? At 0.5c it was an unrealistic 40 bagger to 20c...now its a realistic 6.4 bagger in 9 months of Monash drenched ann's.

WEC had a VERY strong investor base, INSTO support, but WEAK tech. ECT are about to acquire the beginnings of that VERY strong investor base...and Instos will likely follow.

WEC did/does not own its IP...ECT does now.

We have clearly entered a new brown coal -> BCE era that WEC could only have dreamed about. Right management Team. Right tech. Right location. Right DFT engineer. Right timing. Right multiple international partners. Right sov risk. Right HC team (lol). Right CSI etc etc.

The scene is being set for lip licking Instos to start line wiping sometime this year. Monash are lenders to instos. True?

BCE mania - Vic Govt could NOT possibly open up LV for allocation unless thay have at least one drying tech that they view as ecomomic . True?. Some say unlisted Exergen due all the old ABC media lol (Exergen will likely be in the picture...several hands needed to entice the Chinese etc to build infrastructure)...Im gunna go with what the market/Monash/friends are saying loud and clear - Coldry will be King.

In view of the above - tell me why ESI cant be 20c this year sometime? Next year who knows...T/O madness has to be on the horizon then.

As I said previously - myself and family stood to gain BIG in res 2. Its not to be but we clearly understand the moral issues of why in a perfect world it should be honoured. But realisticly - the current sp makes all the 0.6ers look impossible for s/holders to vote up. Happy to take one for the Team. Monash must be ok will the demise of res 2....so all good

Our view is you only get one ECT in a lifetime....especially if you bought some at around the bottom (in PDN terms the bottom here could be 4c or less). We will hold till take over or what ever. Been here 4 years...whats another 1-2...gunna be a great ride ...hasnt even begun yet imo

8 trading days till vote day. If you were a decent sized investor wanting a de-risked position and understood what Monash/friends bring to the table...and that highly likely post vote day the sp could be in Monash ann mode overdrive - would you wait until post April 27 to buy?

btw...just saw maxisweeney's post - an indication of the type of investor seeing the LT potential. Instos will catch on...bring em on Monash!