Infrastrata Share Chat (INFA)

Seen RNS on conference call which should be very interesting indeed. See full dial in details in the RNS

‘Keep an eye on the buying and selling of shares granted under option schemes. If the purchase price of the options is say 30p and the shares are currently 200p, the purchase would not be meaningful – who wouldn’t buy shares at such a huge discount? The key point is whether any shares are being retained by the directors. Look for net retentions with some of the proceeds of option sales being held and added to ongoing holdings’.
‘Substantial buying by non-executive directors can be indicative. For example, I was attracted to ****, when I noticed in October that a non-executive director had bought 30,000 shares at 370p, adding to his existing holding of only 20,000 shares. Just four months later **** shares have risen to 465p and still look promising…..Be alert to whether or not the directors are buying shares just to show the flag. Sometimes when companies are known to be in trouble or are contentious, a cluster of the directors buy a few shares to try to reassure the market that all is well. Some of last year’s purchases by the directors of ****, the scandal-hit ****, probably came into this category’

‘Directors’ buying is more significant than directors’ selling. A director buying shares is in effect saying that he considers the shares to be undervalued and to be a better investment than cash. He or she will also be adding to an existing holding. Selling is different – a director may feel that the shares are overvalued but equally may require the money for a valid purpose such as buying a new or larger house or meeting an unexpected tax bill. However, if a cluster of directors are selling, that is very different and whatever the excuses is a clear signal to follow their lead’.

Just a bit of bedtime reading.....some things make you think though. Meeting of full board on site......huge purchase of shares by CEO.......whole host of stakeholders....etc.

Evening all.
Just for fun and interest, please read the following general comments.....something big just might be on the cards?....Many of you will probably know all these thimgs already, but I'm fairly new to the game, so bear with me.

Here are some scribblings from various sources regarding possible indications/signposts of takeovers/aquisitions

https://www.fool.com/investing/general/2016/03/17/3-signs-a-company-is-about-to-be-acquired.aspx
‘The surest way for a company to grab an acquirer's attention is to develop a lock on a market segment that a larger rival needs. It's also key in this scenario that it would be costly and/or time consuming for the bigger competitor to duplicate this success’.
‘If management says they are "exploring financial options," it's likely corporatespeak for "We're shopping our business around to potential buyers."’

https://www.telegraph.co.uk/finance/2932150/Research-pins-down-tell-tale-signs-for-takeover.html (edition 23 Aug 2018)
‘Boards of hostile takeover targets also hold fewer shares in the companies which makes it harder for them to fend off bids.’ (with companies that will welcome an aquisition, the reverse is probably the case and the boards would buy more shares – my comment).
‘in hostile bids the ratio of the target company's market capitalisation to its tangible assets tends to be low. Companies with market valuations far above their tangible assets are usually highly dependent on employee talent which a bidder may have trouble retaining unless the offer is recommended by the board…… In the case of a business where employee talent is fundamental to the business, ……… it is more important that any acquirer's bid is recommended…..This is less important in a … business where the assets might be the most appealing factor.’
‘Hostile takeovers are also most likely to occur 86 days after the target company has published its accounts’.

https://www.telegraph.co.uk/finance/personalfinance/investing/funds/11453951/Jim-Slater-This-is-the-most-reliable-sign-shares-will-rise.html (edition 22 Aug 2018)

‘Selling or buying by the chief executive and the finance director is a particularly powerful indicator. They are the two directors who are most likely to know the score…..The significance of share deals in relation to the number of shares held by a director is always relevant. A purchase of 20,000 shares by a chairman who owns more than a million shares is of no importance. However, the finance director doubling his holding of 20,000 shares is a very different kettle of fish. In a similar way, the sales director selling 20,000 shares out of a holding of 25,000 would put me on red alert…..Directors’ buying is more significant than directors’ selling. A director buying shares is in effect saying that he considers the shares to be undervalued and to be a better investment than cash’

Doesn't it make you just want to climb the steps for once --Skipity Skipity Skip with both arms flowing in the air...with joy !! What a load of cobblers but,hey, when you pass..075 in 4 easy steps during the day you can look forward to the next day ..will soon be there ! Should be positive tomorrow and on Tuesday !

John Wood
‏ @JohnWoo64494325

Great couple of days onsite with the team, on top of our Internal discussions we also mange’s to meet with a whole host of stakeholders #INFA
11:46 AM - 23 Aug 2018

Ok .. order in

https://t.co/SZWb64FDWh?amp=1

Yeah really eager to see an updated NPV based on all the updated since the last one :} - should blow the water out of the last one

I'm with Eyeguy! Def 50-100mill mcap potential Hopefully the revised economics will make it easier to value

Dont know the long term target SP, but clearly the potential is there. Agree not to let the daily SP swings get in the way of the longer term potential. Traders might make a bit here and there but in the long run patience usually pays off.

Personally have a target of between 5-10p.
If infa get to where I think they will then that is achievable imo.
Daily swings no idea- Im in for a while here

Considering topping up in morning - significantly - interested to get views on room for further retreat below 0.07 or onwards and upwards .. it feels like the momentum is now with the company - obviously plenty of external factors could derail and always a Risk

https://twitter.com/InfraStrata_Plc/status/1032639766989352960?s=19 Pics of execs on site

Mirabeau - 23 Aug '18 - 11:50 - 2316 of 2316

'I can sell 2.9m at 70.75 - the market will take that level of stock

I can also sell 2.2m at 72.90 -

there's a latent demand here

the value of the above is around £37k! - the market will buy from me that value of stock...that's impressive'

-

don't give the market what it wants

M

Is the stock that imo will keep going up.

I think it will be after bank holiday now, there just is not the volume before the holiday .

I have got a good feeling that today could be the next break out for the SP - 0.08P ? In my opinion having been invested on AIM for some 8 yrs mainly Biotech INFA will match many shares currently on AIM & more provided the current phase is successful.I only wish I had further funds to add to my 1m shares.

https://www.bloomberg.com/amp/news/articles/2018-08-23/europe-s-unprecedented-natural-gas-rally-drives-up-power-prices?__twitter_impression=true "Gas held in European storage tanks fell below 20 percent full for the first time by the end of the winter, and even if levels have since increased, they are still near the lowest ever for the time of year with just five weeks to go before the official heating season starts in October. All that’s left traders anticipating the rally in gas prices may have further to run"

Have not taken a few or these will kick themselves imho .
One of the best aim investments at present.
Will grow and move fast

On another note when a troll has to resort to a tanker exploding and whether there is insurance - you're normally in a pretty good stock ÷D

Hahaha - naz - what a guy ;D

Nazareme still talking a load of rubbish as you were in the .40, .50, .60 and now .70, upset you've missed the boat??? Move on

Will there be a Harbour at Islandmagee.
Will the eviroment agentacy pass a safety check for the people of Larne and the surrounding area and the port of Larne from a gas explosion 💥 from a LNG tanker or from the terminal storage.
What damage could happen in the Larne basin.
Would infrastata be insured for this event.?

Happy to hold and might top up if there is a dip or two. Recent announcements on FEED progress, senior management changes as well as favourable external factors all seem to show that things are lining up nicely - building confidence. I look forward to an announcement that the next FEED deadline has been met - end of August due date. I am also pleased to read about the increased focus on IR.

https://uk.reuters.com/article/uk-gazprom-europe/gazprom-warns-europe-of-gas-shortage-without-increased-russian-imports-idUKKBN1FT1BM Gas could become even more political!!