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Between myself and my daughter we have 1.5m if somebody is compiling a list?
Already in profit and got a good feeling about infra!
I’ve decided i’m holding for the long term.
BTB
Don't forget the debt!
Current Market Cap is around 11m.
Using a very conservative PE ratio of 8, then all that would be needed from H&W would be about 1.5 cash generation per year to justify the current Market Cap.
Even after the share price move in recent days, this has to be bargain basement cheap. The weighted pipeline (I know we don't have any details) is 800m over 5 years (I think JW said on the last video)
This excludes possible Islandmagee upside after the ML decision.
Just putting it out there for reflections.
So who's going to own up to the 29p's worth first thing. lol
Was it a case of a fat fingered dummy trade. :)
You keep bing guys and i'll keep adding them to the sheet.
Well done, btw.
Yes Si, I've added 800k then 500k later on, not showing as yet
Another few figures for your spreadsheet Si. I've just topped up with another mill (or 1,003,980 to be exact). That's me on 11.5m. Come on infa, you're now the biggest holding in my SIPP.
I like this sort of thing. The UK is in a crazy policy environment at the moment. I work for a national house-builder which, along with all others, are struggling to come to terms with how the ban on gas in new homes could actually work by the current timetable of 2025. Of course, is easy to not have gas in homes in a practical sense, but electric is so expensive compared to gas for hot water/ heating, and the national grid just doesn't have the capacity to deal with all electric new-builds. Already it is common now for new developments to trigger (very) expensive upgrades to primary substations (regional sized facilities) because of a lack of capacity, and this is without the predicted uptake in electric vehicles etc.
I think it is a much better solution to find ways of maximising the efficiency of the existing gas network, leaving the electric network to cope with the huge gains which can be made through electric vehicles- not to mention of course- the astronomical long-term cost to retro-fit gas to electric!
Cheers,
TheEast
Someone's loading up first thing at nearly .29p.
Don't think they are going on the list though. ;)
interesting feature on this programme today discussed studies underway to mix hydrogen and bio-methane with natural gas to reduce carbon levels and prolong the use of the existing grid infrastructure which would be prohibitively expensive to replace. This would obviously lengthen the life for natural gas requirements and thus storage facilities.
https://timera-energy.com/two-case-studies-of-renewable-intermittency/
"That leaves conventional gas-fired generation playing a structural flexibility provision role well through the 2030s, albeit at steadily declining load factors. And that is not an outcome that is inconsistent with net zero emissions targets in 2050. Gas generation is effectively buying time for the commercialisation and scale up of low carbon flex capacity such as hydrogen and longer duration storage."
I thought the same as far as gas prices go LG
Price doesn't matter just the volatility and intermittency of power supply from renewables adds to this daily volatility
Interesting TTNY. Had a look myself. Other than wind ward decommissioning there must be opportunities with obsolete rigs, ships etc for recycling. With broken supply chains at the moment + oil it could indeed be interesting. Also was wondering back to some aspects presented by Arun at the December 2018 shareholder meeting where he commented that gas storage and trading is more about volatility in prices than the actual price. Certainly the value proposition in the face of volatility is upon is for time to come.
Slowly but surely day after day little 3-4% rises will do for now.
A while back i posted that this was going to be my hat trick of 200% risers and i’m still every bit as confident that it will be.
Since then one of the other 2 is now at 450%
If a future workforce of 1500 can be achieved then i reckon it will smash that out of the park.
GLA
BTB
I totally agree Jfk9. I'm here a while too and my 66k (in my SIPP) is now down to around 29K in value. Would i sell if my Infa shares got to 50k in value (and a net loss of 16k) ? No way ! !
Would i sell if i got my 66k value back ? No way ! ! !
I'm holding out for a 6 figure value before i sell. Even if i do get to that figure I'll probably just reduce and not sell all. Always the optimist . . . . as we need to be in any AIM stock.
As SD's work has demonstrated that, despite the huge volume of shares on issue, this stock is very tightly held by investors who, like myself, have been around and accumulating for quite some time - a consequence of which is that many of us are sitting on losses. When news lands, which it undoubtedly will, there will be a clamour for the little stock available as I don't see many considering selling until the SP has risen significantly.
Hi all, new here been buying for a couple months av 0.30 3mil shares held
9,000,000 shares held here.
GLA!
Sorry , ban. With you now.
The final payment is £1.45m due on the 30th April. The link to the RNS is below:
https://www.lse.co.uk/rns/INFA/completion-of-harland-and-wolff-asset-acquisition-h6ar5hjce638f4h.html
A good point ban. Will be very good to hear its been covered by dare I say profit(?!) from h&w work. No doubt the remainder of the EU fund will have helped too. Would be great to get an idea of how the money has been accrued to pay it
So that's the €300,000 balance that was under review by INEA.
Where did you get Thursday's date from, ban?
FWIW, .28 was a repeated support level for quite a while on the way down so may show some resistance going back up.
I did a chart to show what I mean. I know, indulge me. :)
Won't mean a thing should some good news pop up though. Not that the €300,000 is not good news.
https://invst.ly/qln9y
Time on my hands last night had me Googling decommissioning as i don't know a lot about it. I know though that H & W done a lot of wind turbine work and was thinking could their contacts from that line of business be the same contacts responsible for actual wind farm decommissioning.
There certainly seems to be major expenditures involved for oil and gas structures as well as turbine decommissioning. Hopefully H & W might see a slice of this cake. Just a thought.
I've attached an interesting article on this if anyone's interested.
https://environmentjournal.online/articles/wind-farms-why-decommissioning-must-form-part-of-the-plan/
The final payment for H&W is due on Thursday and thankfully it appears there won’t be any raise to pay for it. That will be a good first step for a climb in the SP.
Hi All - The EU website from today now shows status 'Closed' which means they have resolved the remaining cash issue or thats it so we may get an RNS covering what this all means.
https://ec.europa.eu/inea/en/connecting-europe-facility/cef-energy/5.1.3-0036-uk-s-m-15
PS For the record I hold 2,250,000 may help with the roundings.