Tim Adams

Director @SFTPPlus @ProAtria enterprise secure file transfer

[Tim Adams @tima441]

@OctopusEnergy 740

[Tim Adams @tima441]

@Share_Talk @ZaksTradersCafe Don't forget #AST shares will only benefit from 10% of any proceeds of Slovenia claim
Pref1 get 49%
Pref2 get 41%

[Tim Adams @tima441]

I suppose I'm fairly realistically hoping for an award from £50m to £100m.... and dreaming of more!!

[Tim Adams @tima441]

#AST "that the arbitration tribunal have prepared a draft of an award, however due to the complexity of the matter this award is not yet final"

Draft of an award - has to be - an award?
If claim was rejected - then relatively easy to word?

https://t.co/Uz8R3KcguT

[Tim Adams @tima441]

IF that's right & award gets net £50m to AST I calc:

A1 pref = 9p
A2 pref = 4.4p
AST shs = 0.6p
Total for long term holders that have not changed holdings = 14p

Obviously the actual amount received could be anything from zero to an award 10 times that?

[Tim Adams @tima441]

My understanding:
271,313,612 pref shs will receive 49% of receipt from any award. Feb 2024

461,575,847 A2 pref shs will receive 41% of receipt from any award. Feb 2025

Remaining 10% will belong to listed co.
810,887,442 shs currently

[Tim Adams @tima441]

I'd lean towards believing the claim was approved - but complex to calculate and detail the reasonings.

Another month to go.

[Tim Adams @tima441]

The current 0% VAT relief on solar installations is set to last until 31 March 2027, after which the VAT rate will return to 5%. On a solar and battery system for a three-bedroom home costing around £11,300, the shift from 0% to 5% VAT would add roughly £565,

[Tim Adams @tima441]

Considering solar and batteries?

Potential price increases coming down the line? Perhaps material prices have hit bottom?

If considering an installation maybe jump sooner than later?

https://t.co/oNA1Xf6pk0

[Tim Adams @tima441]

China’s Ministry of Finance has confirmed that the 9% VAT export rebate on solar panels will be removed completely from 1st April 2026. That is in effect, a one-tenth subsidy for Chinese panels, the source of nearly all our cheap panels in the UK.

[Tim Adams @tima441]

The price of silver hit an all-time high in mid-January, double the level it was in September 2025, and nearly 200% higher than the year before. In late December 2025, four leading Chinese silicon wafer manufacturers jointly raised quoted prices by an average of 12%.

[Tim Adams @tima441]

For battery products, the rebate will be reduced from 9% to 6% from the same date, then removed entirely from 1st January 2027. Again, China is a major supply of UK batteries.

[Tim Adams @tima441]

@SharePickers Check best tariffs... likely @OctopusEnergy Go now and move to Intelligent Go with EV.
Rates bring CUT from 1st April- overnight rates probably 5.5p/3.5p kWh.
Last year i imported 14500kWh at sub 8p & exported 7500kWh at 15p. Net cost all heating, ev etc = zero

[Tim Adams @tima441]

@g__j @OctopusEnergy By way of example. I have a GradeII Listed cottage with modern extension. My first 2 years on fixed flows used 8000kWh/pa. Next 3 years on wc was 5800kWh. And was warmer!

[Tim Adams @tima441]

@g__j @OctopusEnergy Fantastic to have such data. Can we see more analysis & education?
Compare fixed flows vs weather compensation efficiency? Surely (almost) everyone should be on wc? What else?

[Tim Adams @tima441]

#zphr

[Zephyr Energy @ZephyrEnergyPlc]

Colin sat down with Malcolm Graham-Wood to talk through the current energy landscape and the opportunities ahead for Zephyr, covering everything from last year’s Paradox Basin milestones to the Company’s plans for 2026.

Watch the full interview here: https://t.co/c1VCn7kIlh

[Tim Adams @tima441]

#FMET

[StockBox🎙️📈📽️ @StockBoxMedia]

🎙���Interview Recap 🎙️

@StockBoxMedia spoke to @1ryanmee CEO @FulcrumMetals (LSE: FMET) about a major leap in recovery rates at the Teck-Hughes gold tailings project.

Watch below ⬇️
https://t.co/ZAFZl7UwGG

[Tim Adams @tima441]

#zphr

[Malcolm Graham-Wood @mgrahamwood]

I’m interviewing Colin Harrington, CEO of @ZephyrEnergyPlc on Friday, any questions you would like to put?