what can we expect this week, page-5

Participation (ownership), sharing something in common with others


"incomplete negotiations with a number of parties
regarding funding of, and participation in ECT’s Coldry Commercial Demonstration Plant (CDP)
project".


Participation (Finance), getting some benefit from the performance of a certain underlying asset



The wording of this recent announcement sends a message to me that esi plan on owning more than any 5 or 10% free carry stake wrt any LV CDP, that may have been implied wrt Cornerstone investment in CDP prior to ALDP coming into effect.

ARUP at least, is a known completed contingency,, but has no known outcome,,, only contingency options are known.

Once ESI update the market prior to AGM, depending on the numbers released, we should know more about ARUP's intentions wrt how ECT get their DFT account stamped paid in full.

What does it take to impress the market imo?

IP ownership,,,, well it did at the time.

Patents,,,a little

Talks of IM's MOU's HOA's with K coal or TC,,,not really ( unless they put deposit money on the table up front for a coupla million tonnes of Coldry,, and we know a little more about who's carts are in front of who's horses )

Cash in bank and 3B's wrt current negotiations ,, a little

DFT fully paid for,,, a little

Favourable ALDP EOI shortlisting the tech,,, yes.

CDP actual ( as opposed to mooted ) LOCATION,, a little.

A fully understood and ASX announced CDP/CCP SPV,, YES

CDP site preparation with proposed completion dates,, YES

Coldry licensing agreements,,,, Y.E.S.

Coldry deliverable tonnage figures,,, yes

Coldry delivered tonnage margins,,, yes

Matmor (PILOT/DEMO ?)PLANT funding. ,,, yep

Matmor scenario based on similar to above,,,,massive imo.


The market is fwd thinking,, punters are fwd hoping,,, some will take speculative high risk positions seeking the potential for potential high reward prior to all the boxes being ticked. Some speculators fence sit waiting for the signs of a p&d,, others fence sit waiting to see significant derisk ,followed by insto buy in dynamics prior to 'investing'. Some reckon they can manipulate the speculative heard mentality based on fear, greed and fallacious one liners expecting lightly informed heard traders to buy high into volume based on greed rumor, and sell low into low volume based on fearful rumor. Some try to make sense of the real R.D's ''theory of everything''( like I try,,, ). But so long as it remains hi risk,,there is no defined single agenda for mass debate. Just lots of em,,, agenda that is.

If the stock ever makes it into Insto hands, there's a whole new interpretive dance chorus in short skirts to understand.

.( not long before the Sunday rumpers lay it on thick imo)

A very interesting 3 weeks coming up imo.

If the board have clinched real deals for real returns, they deserve reward.

They could even argue that they have increased the mkt cap /sp by 200% since taking definitive action in 2011,, but I doubt that will be their justification for resetting the remuneration incentives this coming week.