The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
It's 250 billion dollars not 20 billion! If you do some TA it looks like the trend is moving up over the last week but still not reflected in the sp so could be a turning point. Great interview though. Obviously no great gains for 3 or 4 years but a very promising company to be invested in at this level
Snowman, your prolixity has no bounds :) keep it coming !
There is absolutely no rush here for those already holding.........but methinks only the fastest of the herd is going to get in........because when the market finally realises this is all going ahead........it's going to ignite like a nuclear bomb with its ass on fire!!!
Yes.....sorry Si......I reacted not a little disproportionally........I think my middle name is not moderation.......I am going to plonk myself down in the naughty chair for a little while.
Meanwhile, I also really liked the bits.......'100's of Millions Market cap'.......and '50/50 equity'.......and 'we were asked to look into this opportunity by an offtaker'..........they are either the ranting of a madman.....or an extremely astute businessman.......and having met and spoke to John in London.......I know what the answer is............................................. come to Daddy !!!
The market is fickle and can catch up later. Us early birds will reap the bigger rewards. IMO
My post earlier was an attempt at managing expectations as to future SP levels. Based only on my experience thus far. After just listening to this latest interview with snippets like 50/50 equity and Mcaps in the hundreds of millions, my expectations have been bolstered.
So lets hope we actually do get to Snowmans 20p at some point in the future.
I will be adding while we are still down here. fwiw.
The market can do one. :)
Surely the off-taking company alluded to has got to be Vitol.
Vitol have already said they want to work with us on further projects.....well, John has found a beauty !!
If it is Vitol that have requested it, it's a no brain winner !!!!
We now know exactly where the new Chairman is going to come from........same place as both the projects (and future ones) are going to be off-took to !!!!
John sounded very confident in that interview.....why shouldn't he? ........what is it they Vitol are worth?.........oh yes........US$20 Billion plus !!!!!!.....and how many world class management personnel are at their disposal?.......much more than quite a few !!!!!!!!!
I agree with you chrishutch but the market does not agree as we see it dip further this afternoon.As an entry point at todays SP it is good but where will it be tomorrow. In the interview it covers all topics & all of which are in progress nothing for a month or two including the EU Grant.I am holding & my Italian holiday is now next May not this year but the rewards will be multiples of where we are today.
Two words just about cover it covers it..........spectacular !......................Bravo!!
GLA !!
At this level, it has to be a buy really.
With respect Si....behave yourself.
IMO past annual statistics for a non-proven emerging high risk company cannot in any way shape or form be compared to future figures for a successfully proved and completely derisked producing company (which is what INFA will be at that point) with world class partners and further projects on top of a proven successful project .
I stand by 20p plus at that stage! Successful AIM companies in the past have managed those sorts of increases and INFA, IMO, has more potential than all emerging companies that have gone before them.
GLA !!
Just had a play with my spreadsheet that I've been keeping for the last 7 years just to get an idea of the changes in SP to shares in issue. Obviously, this is just the numbers and not all the other changes in Bod, milestones reached and future potential.
From YoY, SP change,Inrease in share issue
2012 to 2013 -2% +9%
2013 to 2014 -30% 0%
2014 to 2015 -72% +53%
2015 to 2016 -62% +24%
2016 to 2017 -64% +86%
2017 to 2018 -42% +79%
2018 to 2019 +245% +104%
Overall change -96% +1598%
From today @.58 with a Mcap of cĀ£8m
3p is an increase of 417% to a Mcap of Ā£40m
10p is an increase of 1624% to a Mcap of Ā£133.6m
And just for lol's, 20p is +3348% giving a Ā£267.200m Mcap.
TBH, I would be happy to get back over 1p before I could start dreaming of where we might end up down the line.
Cheers all, Si. :)
https://timera-energy.com/will-european-gas-prices-recover-or-snowplough/
Try to get to the bottom of this which is +ve on the future for gas storage due to stabilising seasonal spreads and increased volatility.
3p is fair imo. I'll start reallocation then
Agree Snowman getting off AIM and the blatant manipulation will be good news for all. SP dropping after news most LTHs have been waiting for makes no sense
Allenby Capital rates the shares as being worth 3.3p (after offtake).
IMO...after being immensely de-risked by finance deal, licence and FID, and money in our coffers reimbursed for outlay so far I can see that it could easily be up to 10p a share !
Again, IMO (but DYOR), when all 7 caverns actually producing , and other projects developing, I can quite easily see 20p per share !!..........and one very happy Snowman !! (and one even happier Dawski !!!)
I have said before and I will say it again......I believe this company will be a blue chip one day in the not so far distant future........John has said it is his aim (no pun intended!) to get this baby into the main London Stock Exchange.......and for me, the sooner the better !
GLA !!
SP won't disappoint on release of equity news, that is certain.
The company won't disappoint. The sp might ;-)
Still baffles me that they wouldnāt know about an audit if it is standard. Furthermore why not take the time now to explain the audit process normal timelines etc. silence doesnāt work for me when we are talking about reducing risk and therefore reducing uncertainty.
Like it,Setanta....must meet up soon ..at the next wizzo gathering with JW,AR,JT & Co ...will be intersting times ..soon !
I know that you were not one of the 1.2p placees and I wasn't even suggesting that you had any role in the flippimg (if there was flipping). I well know your stance here. My point is that without a good deal of concerted manipulation the sp would never have fallen below 1p. Go well Dawski.
Whatamess- I think the Euro zone is going through a change of management so INFA will be quite low on their priorities at the moment-But it will come soon enough, Just my thoughts.
Nail on head,Mate ...once again.IMHO Vitol will have of course known about the FSRU project and been highly supportive as it provides a reasonably well advanced (but rather dormant) entry into the supply of LNG to the UK market. Yes,there are other terminals but not enough for future likely needs especially with uncertainties over Europe.
You are correct to surmise that Vitol may become even more interested and connected to us. I will not forget JW telling us at a meeting in the Spring that it was one of the most difficult decisions of his commercial life so far to postpone deciding on our Offtake partner in December. He has several lined up and along comes Vitol .
The BOD do not monitor the daily SP ...they are focused on the year end here and when the jigsaw completes at last our patience will be rewarded.The Short Termers will then jump ship and we need to stay on the deck ...firmly ....anything could happen with friends like Vitol . JW and AR are not fools nor inexperienced here ..as you all well know !! By the way,i was not one of the placees at 1.2 ..would not know how to flip a coin !