Ann: Webinar presentation, page-34

Seems to be a bit of a discontinuity between the current share price and the company potential.

Not so long ago Redleaf published a research report from highly credentialed research analysts putting a valuation again KPO of 20cents
https://mailchi.mp/7b6915d0267c/kalina-power-asx-kpo-rls-research-valuation-020-per-share-speculative-buy

This was partly valued on Saddle Hills potential but a couple of other possibilities all discounted for risk of achieving.

Now since then we have signed an MOU with a $50Billion world leading industrialist Baker Hughes and been told by the CEO in a company webinar that this represented a deep partnership between the two companies reflecting 2 years of work and an ambition to build heat capture cycles across multiple industries including a near term modularised "product" of a small scale CCGT with BH gas turbine and vapour turbine in the Kalina heat to power cycle. This was targeted because of the large market opportunity around such a product.

For me this reflects the rapid scalability for Kalina once they clear the first hurdle of Saddle Hills finance. This adds a great deal of near term revenue potential to what was assessed in the research report.

I wonder what the Redleaf analysts would value the company at post this MOU?

As pointed out, the public consultation around Saddle Hills permit closes tomorrow and assuming no objections we might expect a permit to be issued in the week or two following. Saddle Hills will be fully permitted and we heard in the webinar what a big achievement that will be. It is the last remaining domino before finance can be finalised. One feels that the next 5 or 6 weeks could be huge in terms of the credibility of KPO. If the environmental permit is issued and we are fully permitted, i'm anticipating the share price will start to run up in advance of FNTP. Or maybe just hoping?!?!