Mast Energy Developments Plc - MAST

Stock Discussions
166

900k market cap… hold

Total trading revenue for 6-month period July to December 2024 equates to c. £424,000 based on an average actual MWs in production during period of 2.95MW

Commissioning of the refurbished 2nd 2.7MW genset has been successfully completed, and the genset has been operating commercially since 17 December 2024;

· Following the successful completion of the 2nd 2.7MW genset refurbishment, Pyebridge has 2x 2.7MW (i.e. 5.4MW) in optimal commercial production and generating income, effectively doubling the site’s trading revenue generation capacity

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167

Looking at this for a while not sure why the sp is so low

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Looking better again, higher low on the recent dip … fingers crossed new highs come

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excellent progress here, and going to grow further reading that news. cap = tiny

Record high preliminary trading revenue for January 2025 of c. £201,000 before receipt of Embedded Benefits;
· Record high average electricity sales price per MWh sold achieved during January 2025 of c. £200, outperforming the market average price over the same period of c. £118 with c. 69%;
· Final trading revenue tally for December 2024 increased by 8% to c. £83,000 (up from c. £77k previously reported) following receipt of Embedded Benefits;
· Average trading revenue per MW in production per month equates to c. £26,500 for the 7-month period July 2024 to January 2025 (excluding Embedded Benefits income for January 2025 and Capacity Market gross margin income payments for the 7-month period);
· Following the successful completion of the 2nd 2.7MW genset refurbishment, Pyebridge has 2x 2.7MW (i.e. 5.4MW) in optimal commercial production and generating income, effectively doubling the site’s trading revenue generation capacity; and
· Following the completion of the site’s 3rd and final 2.7MW genset refurbishment which is being planned, Pyebridge will have its full 8.1MW generation capacity in optimal commercial production.

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https://audioboom.com/channels/5064437.rss

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Percentage wise this is my biggest loser.
The board Mast do better !

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Trajectory is right over the last 3 months. But I do feel your pain, it’s also my biggest loser.

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It feels like they’re trying now at least. Be interesting to see what comes of this Powertree relationship

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Couple bought the slack today. Maybe another higher low ahead of powertree news

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175

Powertree news! A lot to digest here. But at 800k market cap and 5 million being invested, it’s time to sit on some of these

£5m Milestone Definitive Investment Agreement Signed with Powertree and New Significant Capacity Market Contracts Secured

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177

delayed reaction to the £5m investment maybe. £1m m/c

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something will give from £1m cap. imo

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179

Not too bad for an 800 grand market cap co. Paid down circa 700 grand of debt, and had a few record months of revenue since these numbers.. (read RNS since new year).. losses are moving in right direction and the £5m Powertree Jv still to come into play. I still hold and hopeful - one day Rodney :sweat_smile:

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180

Yeah, the turnaround seems to be going in the right direction, although funding must be secured, liquidity remains an issue.

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Mast Energy Developments PLC (‘MED’ or ‘the Company’)

Successful Completion of £5m Definitive Investment Agreement with Powertree, Revenues Update, and Significant Shareholdings Update

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182

Much better!

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“Average trading revenue per MW in production per month equates to c. £24,200”

“as we grow our portfolio of MWs in production to our target of 300+”

Proven the revenue model with steady revenue from flagship Pyebridge plant

Off the back of this milestone secured £5m investment from Powertree to develop the Hindlip project. No capital required from MAST.

Further projects in planning.

“MED and Powertree will further grow the partnership with a next site in the near term, and potentially more thereafter”

You can now begin to see how the target of 300MW per month might be achieved. At £24,200 per month, the story just started.

£1m Market cap :eyes:

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185

If only they’d let me average down I might have been able to celebrate this year. As it is, still 87% down. It’s a fix I tell you.

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