Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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John Stewart MLA for East Antrim says in a press release," The re-emergence of the Infrastrata/Islandmagee gas storage project at the north end of Islandmagee since the start of the year has come somewhat out of the blue."
Out of the blue! Re-emergence! Where has this dude been for the last seven years? lol
Are elections due soon?
Company response is...
https://pbs.twimg.com/media/D1iF3B2W0AIl09c.jpg:large
before the news at the end of the month
the privileged will be given the nod to get in or out here as usual
price action will tell the story here long before news is out
leaky leaky
http://www.allenbycapital.com/research.html
Please find link to comprehensive INFA Research note
Best
'insiders' buying back in cheap :-)
I'm in at .87p last week ...we can bounce back up over 1p now :-)
Says then person that posted that they wanted get in lower this week. lol
Insiders selling?
We wait. That’s what we do.
And I'll tell you what.
Tick followed tock followed tick followed tock followed tick.
I don’t care who you are, here’s to your dream.
And the fat drummer hit the beat with all his heart.
Here too... waiting.
:)
Really fancy a pint of Guiness, all of a sudden.
Our next project, perhaps? Maybe GL thought it too soon? All conjecture of course. Nothing to do but wait unfortunately.
Thanks for update .. now get him drunk and find out some more .. on second thoughts
Nice one dawski thanks for update
Just out of an excellent presentation by dear Arun solo without JW... but don’t worry folks I had a good chat with Arun when I accidentally bumped into him having a quick pre meeting
smoke pre meeting and I have it on good authority that he is in a mission abroad.. must be important so watch thus space ..Arun did well in all the circumstances IMHO..sleep well .cheers from Euston !!
Keep us posted dawski
Well you tell him from me that I'm in here to make some real dosh. Any day after 6 April wii do now. That should give him more than enough time.He ought to answer to you. You own more of INFA than he does!! Go well, Dawski.
Nice one,Setanta.. just on way to hear JW now !!!
very leaky indeed
and a traders and market manipulators plaything which can really skew price
We've had one positive RNS in three months and that was followed the next day by the exit of the chairman.The SP has fallen by more than 50% in less than two months. Traders at work. INFA is clearly a very leaky ship. And I do not believe the leaks are coming from the BOD. I think you can easily guess from where they are coming. Remember the .24p days. Same source is my guess!
A bit of common sense to bring us up to date. If the chairman leaves the board the day after a very positive project update without giving even one days notice there is an indication of a very fundamental disagreement in the boardroom.So we have to believe that the CEO knows what he is about and that his view will be best for the welfare of INFA. We will know fairly soon. The decision to leave the company without a chairman for up to six months speaks volumes.
I think INFA is gilt edged. BY FID time,(and that's not far away), we will know the good news. The traders are just waiting to be given the nod that the prime events are at hand and we will see the inrush. That's what I think !
Good to see the return of mcadder and spud to this board and the confidence of the ever present Dawski. We seem to have known each other for a long time now. Go well to them.
Agree. Looking forward to hearing more fact and figure re the outlook. So much on the table planned for the next 3.5 months leading up to the end of Q2.
JW speaking up for the company so often, very impressed by that
For those of us unable to attend tomorrow evenings presentation, it will be available on the LSE website and shortly thereafter on the INFA website.
Seconded ..jolly good read and much needed this week!!
Thanks for the post it makes for a good read & if, as I do believe in the project, the current SP makes for a very good entry point which in my opinion with a high degree of a quick return this month.
Infrastrata fell 9pc to 0.96p last Thursday as investors overlooked several positive developments in an update to focus on the firm’s claim that due diligence with potential equity partners was taking ‘longer than expected’. It then fell another 8.8pc to 0.88p on Friday following the news that chairman Graham Lyon would be stepping down to concentrate on other projects. Here, we take a look at the company and its recent newsflow before asking whether this week’s drop presents a decent buying opportunity.
https://total-market-solutions.com/2019/03/11/infrastrata-plc/
So much speculation and we are probably all wrong!
My own view for what it is worth is that if the current climate does not result in a conclusive package of capacity and equity deals for the project I think the company would be an attractive hold for the bigger players in the industry.
Yes it has been a long time on the blocks and it is now in the best ever position for a commercial development; having said that if JW and his team cannot make it work then the cost of holding an asset like this on the books of a much bigger company like Gazprom, INEOS, Shell etc is minimal given the option value from a future development.
So my thinking is that a company sales could result in the event the commercial solutions are not found by this summer. The question then would be at what price could someone pick up INFA stock.