The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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What PRD had to say about infrastrata..
Predator noted the announcement on 28 May 2020 by Infrastrata plc in relation to their proposed FSRU Project, located in Barrow-in-Furness, northwest England. Comparative CAPEX costs are signi?cantly less for the Predator FSRU solution due to the potential to utilise existing infrastructure which ties directly into the Irish gas transmission network. This eliminates the requirement for any new ?xed infrastructure. Predator scoping technical capacity is not over-sized and is tailored to favour the strategic importance of securing premium prices for immediate access to indigenous local gas and energy supply during peak demand days when demand cannot be met by other sources of energy. Predator estimated project revenues are consistent with those quoted for the Barrow-in-Furness FSRU Project of £80 to £100 million. (EDIT per year) Predator scoping technical capacity is approximately 40% of that for the Barrow-in-Furness FSRU Project but generates high pro?t margins due to lower capital and operating costs resulting from the mature nature of the infrastructure that can be potentially utilised. This signi?cantly reduces the lead time to a Financial Investment Decision, as lower levels of risked capital can be absorbed as an operating cost over the anticipated 20 to 25-year life of the FSRU Project. Paul
NICODE its all very intriguing isn't it.
That looks very interesting Auc but isn't the issue now that the EU energy commission are giving Eire grief over lacking energy independence and over relying on non EU countries for supply, which N Ireland now is, unless of course rules are relaxed to try to keep N Ireland and Eire chummy and working in close partnership.
That looks very interesting Auc but isn't the issue now that the EU energy commission are giving Eire grief over lacking energy independence and over relying on non EU countries for supply, which N Ireland now is, unless of course rules are relaxed to try to keep N Ireland and Eire chummy and working in close partnership.
And this as we know in May from infrastrata....
Https://polaris.brighterir.com/public/infrastrata/news/rns/story/rmo619x
Interesting, flagstaff also list infrastrata as clients,
Https://www.infrastrataplc.com/projects/islandmagee-energy/
One of their projects natural gas storage to,service UK and Ireland,
Hmmm
Chancers
it is actually even better than 'projects' with an S
'specific, fit-for-purpose LNG projects'...SPECIFIC!
These were call option money (as I posted several times )
but now...they are now not even that... imo
It IS E&P ...so :
not for the risk averse ...
DYOR/caveat emptor etc
I did think that the £££ estimates mentioned by MEM and MMM were a tad high/ indicated that they were both drinking slightly too much caffeine!
but now?
I am now revising upwards / joining them
One of the things I always do...I posted donkeys years ago about this...
is to note (in respect of any company) both the possible upsides and the timetables of events by which the upsides might be realised...simple trick
made visually even easier by placing arrows on the page ...each arrow indicating a likely value creating event...and the sizes of each arrow adjusted to reflect the possible % upside relative to then current SPs
sounds complex but it's really not
My PRD sheet looks like something that Robin Hood would be proud of...big arrows aplenty
ATB
Looking like something big is going to be happening GRH , I am pleased that i am in PRD and looking forward to the future
Afternoon all...
We all read this I am sure:
"The formation of Predator LNG Ireland Ltd. has significantly raised the Company's profile, which is focussed on production, gas and carbon dioxide sequestration. Realising the full potential value of our business operations will be effected by improved market communication and understanding of the underlying strategy that supports our exciting near-term growth potential in Trinidad, Morocco and in the context of specific, "fit-for-purpose" LNG projects using Floating Storage and Regassification vessels ".
Other than the obvious points that Mr Staley is now Chairman (non trivial)
and PRD now needs a PR presence,
my eyes were drawn to this wording:
'and in the context of specific, fit-for-purpose LNG projects using Floating Storage and Regassification vessels '.
LNG projects (S!!!)
something mighty big going on here...of that I now have little doubt
ATB