View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsSolgenics 将来の成長Future 基準チェック /06現在、 Solgenicsの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Oil and Gas 収益成長6.7%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 04Solgenics Proposes DelistingSolgenics Limited announced that it will shortly be posting a circular to shareholders in connection with a proposal for the cancellation of admission of the ordinary shares of no par value in the Company to trading on AIM, pursuant to Rule 41 of the AIM Rules for Companies. The Directors have conducted a review of the benefits and drawbacks to the Company and its shareholders in retaining its quotation on AIM, and believe that Cancellation is in the best interest of the Company and its shareholders as a whole. In reaching this conclusion, the Directors have considered the following key factors: the continued listing on AIM is unlikely to provide the Company with significantly wider or more cost-effective access to capital than the funding options it already has from majority shareholders in the near to mid-term; with a market capitalisation of £3.26 million the Directors have concluded that the most likely source of future funds will be through private capital; the considerable cost, management time and legal and regulatory burden associated with maintaining the Company's admission to trading on AIM are disproportionate to the benefits to the Company; there are negative operational influences on the business which come about directly as a result of being quoted, something which is accentuated by operating in an industry where the vast majority of the Company's peers are privately owned. The Company's peers also have far greater insight into its strategy, operational activities and future plans than the Company has into theirs, a factor which reduces the Company's relative competitiveness; the Company's market capitalisation and lack of liquidity in the Ordinary Shares have impacted certain of the potential advantages to having the shares admitted to trading on AIM. Accordingly, the Directors believe that it is in the best interests of the Company and its shareholders as a whole to cancel the admission of the Company's Ordinary Shares to trading on AIM. The Board does not consider that any potential benefits to the Company or Shareholders from retaining the AIM Admission are sufficient to justify the associated costs. In accordance with Rule 41 of the AIM Rules, the Company's Nominated Adviser has notified the London Stock Exchange of the proposed Cancellation. Pursuant to AIM Rule 41, the Cancellation can only be effected by the Company after securing a resolution of Shareholders in a general meeting passed by a requisite majority, being not less than 75 per cent. of the votes cast by Shareholders (in person or by proxy). The Directors have indicated they will vote in favour of the Cancellation. Under the AIM Rules, the Cancellation can only take place after the expiry of a period of twenty Business Days from the date on which notice of the Cancellation is given. In addition, a period of at least five Business Days following the Shareholder approval of the Cancellation is required before the Cancellation may be put into effect. Accordingly, if the Resolution to cancel the Admission is approved, the last day of dealings in the Ordinary Shares on AIM is expected to be 6 June 2023, and the Cancellation is expected to become effective at 7.00 a.m. on 7 June 2023.Recent Insider Transactions • Jan 19Non-Executive Director recently bought UK£56k worth of stockOn the 16th of January, Scott Fletcher bought around 7m shares on-market at roughly UK£0.0077 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£127k more in shares than they have sold in the last 12 months.お知らせ • Dec 02Ncondezi Energy Limited, Annual General Meeting, Dec 30, 2022Ncondezi Energy Limited, Annual General Meeting, Dec 30, 2022, at 12:00 South Africa Standard Time. Location: The Silo Hotel, Silo Square, V&A Waterfront, Cape Town, 8001 Cape Town South AfricaBoard Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Scott Fletcher was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 01+ 1 more updateNcondezi Energy Limited Provides an Update on Its 300MW Solar Photovoltaic and Battery Energy Storage System Project Feasibility StudyThe Company plans to utilise the economies of scale to deliver a more competitive tariff solution than smaller projects being developed in the region. WSP conducted a red flag review of the Company's existing ESIA and supporting documentation completed on the Company's coal power project and mine, with no major issues identified. As the Solar Project is planned to be installed within the coal project's concession area, the existing ESIA, which was approved by the Mozambican authorities, can be utilised and updated to meet the latest requirements, local and international standards. This is expected to save significant cost and time for the Solar Project in preparing the ESIA for approval. The FS results provide key inputs to update the Solar Project tariff financial model. This is crucial to establish a more robust valuation for the project at the various generation stages as well as provide a tariff proposal for offtake negotiations. Given the positive draft FS results, the Company is targeting the delivery of an attractive project with a competitive tariff offering. The Company expects to have this work completed during November 2022 and will update shareholders as appropriate. In the same time period, the FS results will also be presented to the relevant Mozambican authorities to receive additional support to progress to the next phase, including confirmation of preferred grid connection solution and project design parameters. Potential off takers are also to be engaged in parallel to confirm potential power demand. The Company also expects to approach a select group of Engineering Procurement and Construction ("EPC") companies for indicative equipment pricing to further strengthen the capex and opex forecasts in the tariff model.分析記事 • Oct 01Is Ncondezi Energy (LON:NCCL) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 29Ncondezi Energy Limited Provides Update on Its300mw Solar Photovoltaic and Battery Energy Storage System ProjectNcondezi Energy Limited provided an update on its300MW solar photovoltaic and Battery Energy Storage System project; Solar Project feasibility study for up to 300MW solar PV power plant plus BESS (the "Study") on track for completion by the end of October 2022; Positive initial results including: Solar resource of 1,980kWh/m2 (Global Horizontal Irradiation) confirms excellent irradiation results; Energy yield over 2,000kWh/kWp confirms top tier performance potential; Transmission integration confirms grid capacity on existing infrastructure; No red flags identified on target plant sites; No red flags identified on Environmental and Social Impact ("ESIA") assessment review;o Development programme indicates first power target in 2024 is achievable; Solar FS Initial Results; Site Location; 3 preferred site locations were investigated for their suitability for the Solar Project, all with similar climate conditions and a generation potential of c.500MW each. Site visits were completed earlier this month by the Company's lead Study consultant, WSP Group Africa (Pty) Ltd. and no red flags were identified on any of the sites. A preferred site has been identified and will be confirmed at the completion of the Study. Solar Resource Assessment; Four weather datasets were obtained and reviewed for the Solar Project to confirm the solar energy that can be utilised by the solar modules. To ensure the solar data used was representative, a minimum of ten years of historical data was used to reduce any risks relating to inter-annual variation in the solar resource. The critical parameter for solar resource assessment is the Global Horizontal Irradiance ("GHI"), with the Solar Project achieving an average annual GHI of 1,980kWh/m2 which is considered excellent for the region. Energy Yield Assessment; Solar Project GHI results were used with system design assumptions to estimate the energy output of the project, achieving a specific yield of over 2,000kWh/kWp and performance ratio over 80%. These results are very positive, being in line with some of the most competitive grid scale projects in South Africa. It is worth noting that the specific yield and performance ratio do not vary considerably as the Solar Project is scaled to 300MW, although the project will benefit from economies of scale in the overall capex. Grid Connection; A full generation integration study was launched in parallel to the main Study to determine the optimal transmission line connection into the Mozambican grid. Various integration studies have been produced for the coal power project, and formed the basis for the Solar Project assessment. Working with the relevant local authorities, 6 potential solutions are being investigated taking into account potential scaling of the project, available or under construction transmission infrastructure and planned generation plants in the region. Initial results confirm that there is grid capacity for the Solar Project and more than one feasible evacuation solution. The next phase of the study will look to confirm the preferred transmission solution which optimises project economics, network capacity and timing. ESIA Red Flag Review; WSP conducted a red flag review of the Company's existing ESIA and supporting documentation completed on the Company's coal power project and mine, with no major issues identified. As the Solar Project is planned to be installed within the coal project's concession area, the existing ESIA, which were approved by the Mozambican authorities, can be utilised and updated to meet the latest requirements local and international standards. This is expected to save significant cost and time for the Solar Project.お知らせ • Sep 17Ncondezi Energy Limited announced that it expects to receive £0.1 million in fundingNcondezi Energy Limited announced a private placement of convertible loan for gross proceeds of £100,000 on September 16, 2022. The transaction will include participation from Michael Haworth and NED Scott Fletcher. The interest rate is 12% and will mature on November 30, 2023. The loan is being convertible into common shares at the higher the amount calculated by applying a 25% discount to the Volume Weighted Average Price on the thirty days immediately preceding the date of the conversion notice, the amount calculated by applying a 25% discount to the placing price if a placing of Shares has been concluded within 30 days prior to the date of the conversion notice and £0.005 per ordinary share. Converted Shares will be subject to orderly market provisions for 12 months after the conversion dateお知らせ • Jul 15Ncondezi Energy Limited Updates on Its Solar Photovoltaic and Battery Energy Storage System Project in Tete, MozambiqueNcondezi Energy Limited provides an update on its solar photovoltaic ("PV") and Battery Energy Storage System ("BESS") project in Tete, Mozambique (the "Solar Project") being carried out through its wholly owned green energy subsidiary, Ncondezi Green Power Holding Ltd. ("NGP"). NGP launches feasibility study for up to 300MW solar PV power plant plus BESS ("FS Study"), FS Study requires approximately 4 months to complete and will be led by WSP Group Africa (Pty) Ltd. ("WSP"), Solar Project to be located within Ncondezi concession area with 3 preferred sites of c.500MW generation potential each already identified, Solar Project uniquely positioned to fast track first power to the grid as early as 2024, leveraging existing advanced stage development work, Estimated pre-money NPV of between $60m and US$65m and fully diluted cash flows of between $130m and $180m over 25 year period, All Mozambique permissions and approvals received to commission FS Study, FS Study expected to be funded through available capital following completion of the Seritza Limited ("Seritza") working capital facility term loan restructuring ("Restructuring") and Working capital position extended to October 2022 subject to the successful completion of the Restructuring and taking into account the working capital requirements of the FS Study.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Scott Fletcher was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 18Ncondezi Energy Limited Provides an Update on the Integrated Ncondezi 300MW Power Project in Tete, MozambiqueNcondezi Energy Limited provided an update on the integrated Ncondezi 300MW power project in Tete, Mozambique. The case for the Project remains strong, there is a clear need for new baseload power in Mozambique to meet the Mozambique Government's own targets however the company also recognises that the environment for new coal power is challenging and the uncertainty on timing is causing a drag on the share price. The company see USD 2 billion Temane Gas Power (450MW) and related transmission infrastructure projects reached financial close last month and that work has begun on the Mozambique - Malawi interconnector project. Both demonstrate the Government is delivering on their "Energy For All" strategy and improving credibility as an investment destination for large infrastructure projects, particularly in the energy sector. As one of the most advanced baseload development power projects in the country we are in a prime position to assist the Government in continuing to meet their targets and energy transition to more cost effective and reliable forms of supply. While the company awaits for clarity on financing for the Project and feedback from EDM on the Transmission Integration Study, the Board has taken the decision to review and implement a cash conservation strategy to further extend the Company's working capital position beyond first half of 2022 to ensure no further funding is required in the immediate future.お知らせ • Aug 27Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.6 million.Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: £0.015 Security Features: Attached Warrants Transaction Features: Subsequent Direct Listingお知らせ • Jun 09Ncondezi Energy Limited Provides an Update on Its Pipeline of Solar and Battery Storage Projects in the Commercial and Industrial SectorNcondezi Energy Limited provided an update on its pipeline of solar and battery storage projects in the Commercial and Industrial sector. NGP and CPL have signed the binding CPL Relationship Agreement giving NGP a right of first refusal to fund up to USD 5.5 million of CPL developed Projects in Mozambique. Under the agreement, CPL has identified 6 Initial Projects for development with a combined potential installed PV capacity of 2.8MWp and 6.2MWh battery storage. Capital costs range from USD 250,000 to USD 2.1 million. Should these Initial Projects meet the minimum KPI's and NGP exercise its right to fund, it would represent a potential annuity revenue stream of over USD 750,000 per annum. Each Project must meet a minimum set of KPIs before being presented to NGP for funding. These minimum KPIs include: Project must be located in Mozambique; Project size between USD 100,000 and USD 10,000,000; Use of proven technology; Minimum post tax unlevered equity IRR of at least 10% to Ncondezi; Minimum credit requirements met; Bankable offtake denominated in USD; Completion of credit checks on potential clients with additional credit support in place where required; Finalised Engineering Procurement and Construction and Operations & Maintenance contracts in place; and All consents and permits required to start construction in place. NGP will have the right to fund 100% of each Project's equity requirement, and Projects will be assessed for funding on a project by project basis. NGP will look to identify the optimal financing strategy for each Project and will look at both debt and equity options with gearing of up to 50%. Discussions with potential investors and debt providers to date have been positive as investment mandates and appetites to fund energy access and renewable power projects continues to grow. The first Projects are anticipated to be presented for funding review by NGP during second half of 2021. If a Project does meet the minimum KPIs, NGP has the right not to fund that Project without any penalty. However, should NGP elect not to fund any further Projects that meet the minimum KPIs, it will lose its ROFR over the remaining Projects. If a Project does not achieve the KPIs within the proposed time frame allocated, CPL has the ability to substitute that Project for alternative projects. As part of its ordinary course business as a developer, CPL is entitled to a capped development fee for each Project that Ncondezi funds, included as part of the Project capital cost. CPL is expected to provide management and operations & maintenance services for each of the Projects that achieves financial close in accordance with market-related commercial terms for projects of a similar nature, contracting directly with the power offtaker. Certain incentives to encourage CPL to achieve the best returns for each Project, will be paid through a profit sharing mechanism where an equity IRR hurdle of above 10% is achieved by NGP. The CPL Relationship Agreement will expire at the earlier of Ncondezi financing USD 5.5 million of Projects or 24 months from the date of entering into the CPL Relationship Agreement.お知らせ • Jun 02Ncondezi Energy Limited Announces Solar Battery Project UpdateNcondezi Energy Limited provided a further update on progress at maiden Commercial and Industrial ("C&I") 400kWp solar PV plus 912kWh battery storage project located in Mozambique (the "Project"): Construction of solar panels completed; Tesla battery packs and inverters now on site and installation underway; Commissioning of the Project on track for end of June 2021. 400kWp solar PV plus 912kWh battery storage project. Fully off-grid project, believed to be the first project of its type in Mozambique. Target Project commissioning in June 2021. Utilising market leading equipment including JA Solar panels, ABB Inverters and Tesla Power Pack. Targeting generation of up to 600MWh and CO2 savings up to 517t per annum. 15 year fixed price offtake agreement, denominated in USD with annual price escalations. Contracted revenues of USD 3.1m over the life of the Project.お知らせ • May 19Ncondezi Energy Limited Provides Project UpdateNcondezi Energy Limited provide an update on the integrated Ncondezi 300MW coal fired power project and coal mine in Tete, Mozambique (the "Project"). Ncondezi and their partners continue to await formal feedback from Electricidade de Moçambique ("EDM") and the Government of Mozambique following submission of all agreed studies in December 2020. Engineering, Procurement and Construction ("EPC") power plant contract with China Machinery Engineering Corporation ("CMEC") nearing completion. Approval received from relevant parties, including EDM, to conduct further work on optimised transmission integration solution, which is expected to further reduce costs.Recent Insider Transactions • Apr 10Non-Executive Director recently bought UK£350k worth of stockOn the 6th of April, Scott Fletcher bought around 10m shares on-market at roughly UK£0.035 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£8.8m more in shares than they have sold in the last 12 months.お知らせ • Nov 26Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.75 million.Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 16,666,667 Price\Range: £0.045 Transaction Features: Subsequent Direct Listingお知らせ • Nov 24Ncondezi Energy Limited, Annual General Meeting, Dec 16, 2020Ncondezi Energy Limited, Annual General Meeting, Dec 16, 2020, at 12:00 South Africa Standard Time. Location: Club Room 1, Main Club House Inanda Club, Forrest Rd & 6th Avenue, Inanda, Sandton Joannesburg South Africa Agenda: To consider report and accounts; to consider remuneration committee report; to re-election of Directors; to re-appointment and remuneration of auditor; to consider authority to issue ordinary shares; to consider disapplication of pre-emption rights; and to consider other matters.分析記事 • Nov 21Scott Fletcher Just Bought 6.3% More Shares In Ncondezi Energy Limited (LON:NCCL)Ncondezi Energy Limited (LON:NCCL) shareholders (or potential shareholders) will be happy to see that insider Scott...Recent Insider Transactions • Nov 20Insider recently bought UK£8.3m worth of stockOn the 16th of November, Scott Fletcher bought around 2m shares on-market at roughly UK£3.77 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Nov 17Ncondezi Energy Limited Enters into Supplementary Agreement to Joint Development Agreement with China Machinery Engineering CorporationNcondezi Energy Limited ("Ncondezi" or the "Company") announced that further to the announcement on 12 November 2020, it has signed a Supplementary Agreement to the Joint Development Agreement (the "SA") with China Machinery Engineering Corporation ("CMEC") pursuant to which CMEC will fund specified accelerated development works at the Ncondezi 300MW coal-fired power project and coal mine in Tete, Mozambique (the "Project"). JDA Supplementary Agreement: The SA sets out the agreed basis for accelerated development work to be carried out on the Project. Provisional budget of USD 1.8 million approved by the parties and to be funded by CMEC. Accelerated development work will focus on a number of milestones, including: Additional survey drilling required by CMEC to complete Chinese Government approvals for their investment in the Project. Ensuring key agreements such as the Engineering Procurement and Construction ("EPC") agreements are compliant with Mozambican laws. The SA is a supplement to the Joint Development Agreement announced in July 2019. The provisions of the JDA remain in full force and effect. Funds drawn down as part of the SA will be treated as pre financial close Project development costs, to be reimbursed at Financial Close along with the Company's approved historical development costs or by the Company or its affiliates in certain circumstances including the Company achieving financial close with a third party, or on the sale or liquidation of the project company holding the mine project or the power project. Ncondezi and CMEC to agree a form of share pledge as security for funding made by CMEC as part of the SA. Ncondezi will pledge shares in its wholly owned Mozambican subsidiary that holds the power project ("PowerCo"). The number of shares pledged will be equivalent to the amount funded by CMEC, divided by the nominal value per share of PowerCo's shares. The total nominal value of all PowerCo's shares is USD 15.7 million, so assuming CMEC funds the full USD 1.8 million, Ncondezi would need to pledge approximately 11% of its shares in PowerCo to CMEC. Pledge will be released upon achievement of Financial Close with CMEC as strategic partner.お知らせ • Oct 29Ncondezi Energy Limited Appoints Scott Fletcher as A Non-Executive Director of the Company with Immediate EffectNcondezi Energy Limited announced that Scott Fletcher MBE has been appointed as a Non-Executive Director of the Company with immediate effect. Scott Fletcher is a director of UK Bond Network Group Limited which has been in administration since 1 November 2019. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Solgenics は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測AIM:SGN - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2022N/A-2-1-1N/A3/31/2022N/A-2-1-1N/A12/31/2021N/A-2-2-1N/A6/30/2021N/A-2-1-1N/A3/31/2021N/A-2-1-1N/A12/31/2020N/A-3-2-1N/A9/30/2020N/A-3-2-1N/A6/30/2020N/A-2-2-1N/A3/31/2020N/A-2-1-1N/A12/31/2019N/A-2-1-1N/A9/30/2019N/A-2-1-1N/A6/30/2019N/A-2-1-1N/A3/31/2019N/A-3-1-1N/A12/31/2018N/A-3-1-1N/A9/30/2018N/A-3-1-1N/A6/30/2018N/A-3-1-1N/A3/31/2018N/A-3-1-1N/A12/31/2017N/A-2-1-1N/A9/30/2017N/A-2-1-1N/A6/30/2017N/A-3-1-1N/A3/31/2017N/A-3-2-2N/A12/31/2016N/A-3-2-2N/A9/30/2016N/A-2-2-2N/A6/30/2016N/A-1-2-2N/A3/31/2016N/A-2N/A-3N/A12/31/2015N/A-2N/A-4N/A9/30/2015N/A-19N/A-5N/A6/30/2015N/A-37N/A-6N/A3/31/2015N/A-37N/A-5N/A12/31/2014N/A-38N/A-4N/A9/30/2014N/A-22N/A-3N/A6/30/2014N/A-6N/A-3N/A3/31/2014N/A-7N/A-4N/A12/31/2013N/A-7N/A-5N/A9/30/2013N/A-8N/A-7N/A6/30/2013N/A-8N/A-10N/A3/31/2013N/A-8N/A-9N/A12/31/2012N/A-9N/A-9N/A9/30/2012N/A-10N/A-8N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SGNの予測収益成長が 貯蓄率 ( 1.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: SGNの収益がUK市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: SGNの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: SGNの収益がUK市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: SGNの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SGNの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/06/07 03:35終値2023/06/06 00:00収益2022/06/30年間収益2021/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Solgenics Limited これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Alexander BrooksCanaccord GenuityMartin PottsCavendishAndrey LitvinEdison Investment Research
お知らせ • May 04Solgenics Proposes DelistingSolgenics Limited announced that it will shortly be posting a circular to shareholders in connection with a proposal for the cancellation of admission of the ordinary shares of no par value in the Company to trading on AIM, pursuant to Rule 41 of the AIM Rules for Companies. The Directors have conducted a review of the benefits and drawbacks to the Company and its shareholders in retaining its quotation on AIM, and believe that Cancellation is in the best interest of the Company and its shareholders as a whole. In reaching this conclusion, the Directors have considered the following key factors: the continued listing on AIM is unlikely to provide the Company with significantly wider or more cost-effective access to capital than the funding options it already has from majority shareholders in the near to mid-term; with a market capitalisation of £3.26 million the Directors have concluded that the most likely source of future funds will be through private capital; the considerable cost, management time and legal and regulatory burden associated with maintaining the Company's admission to trading on AIM are disproportionate to the benefits to the Company; there are negative operational influences on the business which come about directly as a result of being quoted, something which is accentuated by operating in an industry where the vast majority of the Company's peers are privately owned. The Company's peers also have far greater insight into its strategy, operational activities and future plans than the Company has into theirs, a factor which reduces the Company's relative competitiveness; the Company's market capitalisation and lack of liquidity in the Ordinary Shares have impacted certain of the potential advantages to having the shares admitted to trading on AIM. Accordingly, the Directors believe that it is in the best interests of the Company and its shareholders as a whole to cancel the admission of the Company's Ordinary Shares to trading on AIM. The Board does not consider that any potential benefits to the Company or Shareholders from retaining the AIM Admission are sufficient to justify the associated costs. In accordance with Rule 41 of the AIM Rules, the Company's Nominated Adviser has notified the London Stock Exchange of the proposed Cancellation. Pursuant to AIM Rule 41, the Cancellation can only be effected by the Company after securing a resolution of Shareholders in a general meeting passed by a requisite majority, being not less than 75 per cent. of the votes cast by Shareholders (in person or by proxy). The Directors have indicated they will vote in favour of the Cancellation. Under the AIM Rules, the Cancellation can only take place after the expiry of a period of twenty Business Days from the date on which notice of the Cancellation is given. In addition, a period of at least five Business Days following the Shareholder approval of the Cancellation is required before the Cancellation may be put into effect. Accordingly, if the Resolution to cancel the Admission is approved, the last day of dealings in the Ordinary Shares on AIM is expected to be 6 June 2023, and the Cancellation is expected to become effective at 7.00 a.m. on 7 June 2023.
Recent Insider Transactions • Jan 19Non-Executive Director recently bought UK£56k worth of stockOn the 16th of January, Scott Fletcher bought around 7m shares on-market at roughly UK£0.0077 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£127k more in shares than they have sold in the last 12 months.
お知らせ • Dec 02Ncondezi Energy Limited, Annual General Meeting, Dec 30, 2022Ncondezi Energy Limited, Annual General Meeting, Dec 30, 2022, at 12:00 South Africa Standard Time. Location: The Silo Hotel, Silo Square, V&A Waterfront, Cape Town, 8001 Cape Town South Africa
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Scott Fletcher was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 01+ 1 more updateNcondezi Energy Limited Provides an Update on Its 300MW Solar Photovoltaic and Battery Energy Storage System Project Feasibility StudyThe Company plans to utilise the economies of scale to deliver a more competitive tariff solution than smaller projects being developed in the region. WSP conducted a red flag review of the Company's existing ESIA and supporting documentation completed on the Company's coal power project and mine, with no major issues identified. As the Solar Project is planned to be installed within the coal project's concession area, the existing ESIA, which was approved by the Mozambican authorities, can be utilised and updated to meet the latest requirements, local and international standards. This is expected to save significant cost and time for the Solar Project in preparing the ESIA for approval. The FS results provide key inputs to update the Solar Project tariff financial model. This is crucial to establish a more robust valuation for the project at the various generation stages as well as provide a tariff proposal for offtake negotiations. Given the positive draft FS results, the Company is targeting the delivery of an attractive project with a competitive tariff offering. The Company expects to have this work completed during November 2022 and will update shareholders as appropriate. In the same time period, the FS results will also be presented to the relevant Mozambican authorities to receive additional support to progress to the next phase, including confirmation of preferred grid connection solution and project design parameters. Potential off takers are also to be engaged in parallel to confirm potential power demand. The Company also expects to approach a select group of Engineering Procurement and Construction ("EPC") companies for indicative equipment pricing to further strengthen the capex and opex forecasts in the tariff model.
分析記事 • Oct 01Is Ncondezi Energy (LON:NCCL) Using Debt In A Risky Way?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 29Ncondezi Energy Limited Provides Update on Its300mw Solar Photovoltaic and Battery Energy Storage System ProjectNcondezi Energy Limited provided an update on its300MW solar photovoltaic and Battery Energy Storage System project; Solar Project feasibility study for up to 300MW solar PV power plant plus BESS (the "Study") on track for completion by the end of October 2022; Positive initial results including: Solar resource of 1,980kWh/m2 (Global Horizontal Irradiation) confirms excellent irradiation results; Energy yield over 2,000kWh/kWp confirms top tier performance potential; Transmission integration confirms grid capacity on existing infrastructure; No red flags identified on target plant sites; No red flags identified on Environmental and Social Impact ("ESIA") assessment review;o Development programme indicates first power target in 2024 is achievable; Solar FS Initial Results; Site Location; 3 preferred site locations were investigated for their suitability for the Solar Project, all with similar climate conditions and a generation potential of c.500MW each. Site visits were completed earlier this month by the Company's lead Study consultant, WSP Group Africa (Pty) Ltd. and no red flags were identified on any of the sites. A preferred site has been identified and will be confirmed at the completion of the Study. Solar Resource Assessment; Four weather datasets were obtained and reviewed for the Solar Project to confirm the solar energy that can be utilised by the solar modules. To ensure the solar data used was representative, a minimum of ten years of historical data was used to reduce any risks relating to inter-annual variation in the solar resource. The critical parameter for solar resource assessment is the Global Horizontal Irradiance ("GHI"), with the Solar Project achieving an average annual GHI of 1,980kWh/m2 which is considered excellent for the region. Energy Yield Assessment; Solar Project GHI results were used with system design assumptions to estimate the energy output of the project, achieving a specific yield of over 2,000kWh/kWp and performance ratio over 80%. These results are very positive, being in line with some of the most competitive grid scale projects in South Africa. It is worth noting that the specific yield and performance ratio do not vary considerably as the Solar Project is scaled to 300MW, although the project will benefit from economies of scale in the overall capex. Grid Connection; A full generation integration study was launched in parallel to the main Study to determine the optimal transmission line connection into the Mozambican grid. Various integration studies have been produced for the coal power project, and formed the basis for the Solar Project assessment. Working with the relevant local authorities, 6 potential solutions are being investigated taking into account potential scaling of the project, available or under construction transmission infrastructure and planned generation plants in the region. Initial results confirm that there is grid capacity for the Solar Project and more than one feasible evacuation solution. The next phase of the study will look to confirm the preferred transmission solution which optimises project economics, network capacity and timing. ESIA Red Flag Review; WSP conducted a red flag review of the Company's existing ESIA and supporting documentation completed on the Company's coal power project and mine, with no major issues identified. As the Solar Project is planned to be installed within the coal project's concession area, the existing ESIA, which were approved by the Mozambican authorities, can be utilised and updated to meet the latest requirements local and international standards. This is expected to save significant cost and time for the Solar Project.
お知らせ • Sep 17Ncondezi Energy Limited announced that it expects to receive £0.1 million in fundingNcondezi Energy Limited announced a private placement of convertible loan for gross proceeds of £100,000 on September 16, 2022. The transaction will include participation from Michael Haworth and NED Scott Fletcher. The interest rate is 12% and will mature on November 30, 2023. The loan is being convertible into common shares at the higher the amount calculated by applying a 25% discount to the Volume Weighted Average Price on the thirty days immediately preceding the date of the conversion notice, the amount calculated by applying a 25% discount to the placing price if a placing of Shares has been concluded within 30 days prior to the date of the conversion notice and £0.005 per ordinary share. Converted Shares will be subject to orderly market provisions for 12 months after the conversion date
お知らせ • Jul 15Ncondezi Energy Limited Updates on Its Solar Photovoltaic and Battery Energy Storage System Project in Tete, MozambiqueNcondezi Energy Limited provides an update on its solar photovoltaic ("PV") and Battery Energy Storage System ("BESS") project in Tete, Mozambique (the "Solar Project") being carried out through its wholly owned green energy subsidiary, Ncondezi Green Power Holding Ltd. ("NGP"). NGP launches feasibility study for up to 300MW solar PV power plant plus BESS ("FS Study"), FS Study requires approximately 4 months to complete and will be led by WSP Group Africa (Pty) Ltd. ("WSP"), Solar Project to be located within Ncondezi concession area with 3 preferred sites of c.500MW generation potential each already identified, Solar Project uniquely positioned to fast track first power to the grid as early as 2024, leveraging existing advanced stage development work, Estimated pre-money NPV of between $60m and US$65m and fully diluted cash flows of between $130m and $180m over 25 year period, All Mozambique permissions and approvals received to commission FS Study, FS Study expected to be funded through available capital following completion of the Seritza Limited ("Seritza") working capital facility term loan restructuring ("Restructuring") and Working capital position extended to October 2022 subject to the successful completion of the Restructuring and taking into account the working capital requirements of the FS Study.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Non-Executive Director Scott Fletcher was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 18Ncondezi Energy Limited Provides an Update on the Integrated Ncondezi 300MW Power Project in Tete, MozambiqueNcondezi Energy Limited provided an update on the integrated Ncondezi 300MW power project in Tete, Mozambique. The case for the Project remains strong, there is a clear need for new baseload power in Mozambique to meet the Mozambique Government's own targets however the company also recognises that the environment for new coal power is challenging and the uncertainty on timing is causing a drag on the share price. The company see USD 2 billion Temane Gas Power (450MW) and related transmission infrastructure projects reached financial close last month and that work has begun on the Mozambique - Malawi interconnector project. Both demonstrate the Government is delivering on their "Energy For All" strategy and improving credibility as an investment destination for large infrastructure projects, particularly in the energy sector. As one of the most advanced baseload development power projects in the country we are in a prime position to assist the Government in continuing to meet their targets and energy transition to more cost effective and reliable forms of supply. While the company awaits for clarity on financing for the Project and feedback from EDM on the Transmission Integration Study, the Board has taken the decision to review and implement a cash conservation strategy to further extend the Company's working capital position beyond first half of 2022 to ensure no further funding is required in the immediate future.
お知らせ • Aug 27Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.6 million.Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: £0.015 Security Features: Attached Warrants Transaction Features: Subsequent Direct Listing
お知らせ • Jun 09Ncondezi Energy Limited Provides an Update on Its Pipeline of Solar and Battery Storage Projects in the Commercial and Industrial SectorNcondezi Energy Limited provided an update on its pipeline of solar and battery storage projects in the Commercial and Industrial sector. NGP and CPL have signed the binding CPL Relationship Agreement giving NGP a right of first refusal to fund up to USD 5.5 million of CPL developed Projects in Mozambique. Under the agreement, CPL has identified 6 Initial Projects for development with a combined potential installed PV capacity of 2.8MWp and 6.2MWh battery storage. Capital costs range from USD 250,000 to USD 2.1 million. Should these Initial Projects meet the minimum KPI's and NGP exercise its right to fund, it would represent a potential annuity revenue stream of over USD 750,000 per annum. Each Project must meet a minimum set of KPIs before being presented to NGP for funding. These minimum KPIs include: Project must be located in Mozambique; Project size between USD 100,000 and USD 10,000,000; Use of proven technology; Minimum post tax unlevered equity IRR of at least 10% to Ncondezi; Minimum credit requirements met; Bankable offtake denominated in USD; Completion of credit checks on potential clients with additional credit support in place where required; Finalised Engineering Procurement and Construction and Operations & Maintenance contracts in place; and All consents and permits required to start construction in place. NGP will have the right to fund 100% of each Project's equity requirement, and Projects will be assessed for funding on a project by project basis. NGP will look to identify the optimal financing strategy for each Project and will look at both debt and equity options with gearing of up to 50%. Discussions with potential investors and debt providers to date have been positive as investment mandates and appetites to fund energy access and renewable power projects continues to grow. The first Projects are anticipated to be presented for funding review by NGP during second half of 2021. If a Project does meet the minimum KPIs, NGP has the right not to fund that Project without any penalty. However, should NGP elect not to fund any further Projects that meet the minimum KPIs, it will lose its ROFR over the remaining Projects. If a Project does not achieve the KPIs within the proposed time frame allocated, CPL has the ability to substitute that Project for alternative projects. As part of its ordinary course business as a developer, CPL is entitled to a capped development fee for each Project that Ncondezi funds, included as part of the Project capital cost. CPL is expected to provide management and operations & maintenance services for each of the Projects that achieves financial close in accordance with market-related commercial terms for projects of a similar nature, contracting directly with the power offtaker. Certain incentives to encourage CPL to achieve the best returns for each Project, will be paid through a profit sharing mechanism where an equity IRR hurdle of above 10% is achieved by NGP. The CPL Relationship Agreement will expire at the earlier of Ncondezi financing USD 5.5 million of Projects or 24 months from the date of entering into the CPL Relationship Agreement.
お知らせ • Jun 02Ncondezi Energy Limited Announces Solar Battery Project UpdateNcondezi Energy Limited provided a further update on progress at maiden Commercial and Industrial ("C&I") 400kWp solar PV plus 912kWh battery storage project located in Mozambique (the "Project"): Construction of solar panels completed; Tesla battery packs and inverters now on site and installation underway; Commissioning of the Project on track for end of June 2021. 400kWp solar PV plus 912kWh battery storage project. Fully off-grid project, believed to be the first project of its type in Mozambique. Target Project commissioning in June 2021. Utilising market leading equipment including JA Solar panels, ABB Inverters and Tesla Power Pack. Targeting generation of up to 600MWh and CO2 savings up to 517t per annum. 15 year fixed price offtake agreement, denominated in USD with annual price escalations. Contracted revenues of USD 3.1m over the life of the Project.
お知らせ • May 19Ncondezi Energy Limited Provides Project UpdateNcondezi Energy Limited provide an update on the integrated Ncondezi 300MW coal fired power project and coal mine in Tete, Mozambique (the "Project"). Ncondezi and their partners continue to await formal feedback from Electricidade de Moçambique ("EDM") and the Government of Mozambique following submission of all agreed studies in December 2020. Engineering, Procurement and Construction ("EPC") power plant contract with China Machinery Engineering Corporation ("CMEC") nearing completion. Approval received from relevant parties, including EDM, to conduct further work on optimised transmission integration solution, which is expected to further reduce costs.
Recent Insider Transactions • Apr 10Non-Executive Director recently bought UK£350k worth of stockOn the 6th of April, Scott Fletcher bought around 10m shares on-market at roughly UK£0.035 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£8.8m more in shares than they have sold in the last 12 months.
お知らせ • Nov 26Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.75 million.Ncondezi Energy Limited has completed a Follow-on Equity Offering in the amount of £0.75 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 16,666,667 Price\Range: £0.045 Transaction Features: Subsequent Direct Listing
お知らせ • Nov 24Ncondezi Energy Limited, Annual General Meeting, Dec 16, 2020Ncondezi Energy Limited, Annual General Meeting, Dec 16, 2020, at 12:00 South Africa Standard Time. Location: Club Room 1, Main Club House Inanda Club, Forrest Rd & 6th Avenue, Inanda, Sandton Joannesburg South Africa Agenda: To consider report and accounts; to consider remuneration committee report; to re-election of Directors; to re-appointment and remuneration of auditor; to consider authority to issue ordinary shares; to consider disapplication of pre-emption rights; and to consider other matters.
分析記事 • Nov 21Scott Fletcher Just Bought 6.3% More Shares In Ncondezi Energy Limited (LON:NCCL)Ncondezi Energy Limited (LON:NCCL) shareholders (or potential shareholders) will be happy to see that insider Scott...
Recent Insider Transactions • Nov 20Insider recently bought UK£8.3m worth of stockOn the 16th of November, Scott Fletcher bought around 2m shares on-market at roughly UK£3.77 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Nov 17Ncondezi Energy Limited Enters into Supplementary Agreement to Joint Development Agreement with China Machinery Engineering CorporationNcondezi Energy Limited ("Ncondezi" or the "Company") announced that further to the announcement on 12 November 2020, it has signed a Supplementary Agreement to the Joint Development Agreement (the "SA") with China Machinery Engineering Corporation ("CMEC") pursuant to which CMEC will fund specified accelerated development works at the Ncondezi 300MW coal-fired power project and coal mine in Tete, Mozambique (the "Project"). JDA Supplementary Agreement: The SA sets out the agreed basis for accelerated development work to be carried out on the Project. Provisional budget of USD 1.8 million approved by the parties and to be funded by CMEC. Accelerated development work will focus on a number of milestones, including: Additional survey drilling required by CMEC to complete Chinese Government approvals for their investment in the Project. Ensuring key agreements such as the Engineering Procurement and Construction ("EPC") agreements are compliant with Mozambican laws. The SA is a supplement to the Joint Development Agreement announced in July 2019. The provisions of the JDA remain in full force and effect. Funds drawn down as part of the SA will be treated as pre financial close Project development costs, to be reimbursed at Financial Close along with the Company's approved historical development costs or by the Company or its affiliates in certain circumstances including the Company achieving financial close with a third party, or on the sale or liquidation of the project company holding the mine project or the power project. Ncondezi and CMEC to agree a form of share pledge as security for funding made by CMEC as part of the SA. Ncondezi will pledge shares in its wholly owned Mozambican subsidiary that holds the power project ("PowerCo"). The number of shares pledged will be equivalent to the amount funded by CMEC, divided by the nominal value per share of PowerCo's shares. The total nominal value of all PowerCo's shares is USD 15.7 million, so assuming CMEC funds the full USD 1.8 million, Ncondezi would need to pledge approximately 11% of its shares in PowerCo to CMEC. Pledge will be released upon achievement of Financial Close with CMEC as strategic partner.
お知らせ • Oct 29Ncondezi Energy Limited Appoints Scott Fletcher as A Non-Executive Director of the Company with Immediate EffectNcondezi Energy Limited announced that Scott Fletcher MBE has been appointed as a Non-Executive Director of the Company with immediate effect. Scott Fletcher is a director of UK Bond Network Group Limited which has been in administration since 1 November 2019.