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JAMESY1980 - “It’s bizarre when just a mile under northern and central England lies a gas resource so immense that if we extracted just 10 per cent, we could meet the UK’s gas demand for 50 years.”. I think Igas should look into alternate tech to fracking in order to release the gas. By 2024 we could be in a deep freeze and many of those protestors may regret their actions... https://www.youtube.com/watch?v=VblusvRZ7wA
RE: Ovo Energy talks hydrogen. Potential future investor?Mon 18:13
A few more Co2 headlines you may have missed:
UK facing impending food crisis due to rising CO2 prices, govt warns -RT https://www.rt.com/business/535510-uk-food-co2-price-spike/ “We need the market to adjust, the food industry knows there’s going to be a sharp rise in the cost of carbon dioxide,” Environment Secretary George Eustice told Sky News, adding that the price of CO2 would rise sharply, from £200 ($272) a ton to around £1,000 ($1,365)."
"SoCalGas Among First in the Nation to Test Hydrogen Blending in Real-World Infrastructure and Appliances in Closed Loop System... As part of the testing, technicians are measuring the performance of common household appliances like stoves, wall heaters and forced-air furnaces when they are fueled with a blend of hydrogen and natural gas. This is the next step moving out of the lab and toward future blending into the natural gas grid...Preliminary results of testing that began earlier this summer show the household natural gas appliances are compatible with up to a 20% hydrogen blend. These initial findings are consistent with previous international research and lab testing. This effort provides key operational and safety experience, including testing for pipeline leaks, that will enable SoCalGas to implement larger scale hydrogen blending demonstrations. SoCalGas continues to test the impacts of blending hydrogen with natural gas on pipelines and appliances."
RE: Ovo Energy talks hydrogen. Potential future investor?Mon 16:58
A hydrogen grid is in development... but US company BLP has already has the tech* to make it worth it right now (even as an alternative to nuclear power generation). *BLP MHD hydrogen plasma reactor as an industrial boiler: https://www.youtube.com/watch?v=q0psWyZXes8
"When will hydrogen boilers be available? Not an easy one to answer! But current forecasting predicts hydrogen won’t be commercially available until 2030 at the very earliest. And even then, it may not be for domestic use.
The government’s currently working with the heating industry on hydrogen research and development, with trials taking place across the country. Projects include H21. which is sponsored by Ofgem, Hy4Heat which is trying to establish whether it’s technically possible, safe and convenient to replace natural gas with hydrogen, and HyDeploy with Keele University acting as a test centre.
The UK government has invested £20million in Hydrogen Supply Programmes. But as yet, there are no easy answers, and research is still in its early stages."
It does just seem to get crazier Stew and makes you doubt your sanity. I often think shares I have invested in are undervalued, but I can not recall a company being as significantly under appreciated as Igas. Hard to see why the RNS today isn’t worth a conservative £2m on the Mcap, even at this early stage, given the credible partnership and an estimate of scale of the initial projects. If nothing else the downside must be dissipating almost entirely. I do understand that there might be more exciting short term opportunities about but surely this is one of the best prospects to stick in an ISA or SIPP for a year or two?
PS - thanks, I had only skimmed RNS this morning. I am pleased that Igas are continuing with their cautious financing approach. Reaction as is disappointing here which is acommon theme, but upward pressure must be really building below the surface. I feel we need some form of positive story around our core production to really ignite the fuse.
Great news, with the seemingly held down price to the core fundamentals, and the bonus green projects that will spur big investment this is looking like a fantastic investment and might finally start to realise some of its value. The core business is 2-3x current share price alone by my calcs excluding thermal, solar etc. Brent crude continues up another $ to 85 this morning as well showing energy continues to rise.
Thanks for posting JAMESY I didn't have a value for todays RNS. re how will these projects be financed. This one sounds sorted already? "Project finance for this one sounds sorted whilst Iona will provide non-recourse project finance. "
More good news. Any green energy pies we don’t have our fingers in now? Pleased to see more positive diversification plans linked to credible deliverable projects which show a real ambition by igas to grow into a long term net zero environment. 25 to 40 MW will be £20m+ (?) with Igas 50% responsible for the costs. To complete the circle it would be nice to know how all the diversification projects will be funded, but this can still only be viewed as great further progress. Enough for the market to notice?
RE: Don’t understand why this has gone higherSat 20:35
I agree Stew. I suppose if I'm playing devils advocate, there are lots of exciting prospects around just now, particularly in energy and this is a small cap producer which is only really on the cusp of turning it around after being burned for getting into fracking heavily. Spike showed potential for interest but KOGs persistent selling killed all the good news and interest has waned. At current SP, its great value and I see little downside with undervalued core business and huge potential upside. We really need company to get the comms pipeline going. Good luck.