Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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of an off-take or signs of a commercial deal and the price will explode. We need to commercialise the project in the way Humbly Grove's been commercialised. If INFA can pull this off then whoosh
Petronas?
Vitol?
We shall see what INFA's new management can pull out of the hat
tend to be in possession of informed insight. Let's say they have to inform themselves of the facts to hone and perfect their political lobbying efforts otherwise their efforts would prove fruitless. I therefore always take note of what these people say and do
Which is why I take note of the following though I think it's already been posted it is worth noting its contents again -
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'The Cork LNG Terminal is proposed to have an annual import capacity of up to approximately 4 bcm of gas.
Both terminals would import fracked hydrocarbons from the United States and could be used for passthrough to the EU – instead of simply fulfilling domestic energy demands.
We can say for sure that the Shannon LNG terminal is part of a cluster of gas projects of the so-called European Projects of Common Interest, that could be subsidized with public money. At the moment, Ireland can only receive gas from the UK via the Moffat interconnector point in Scotland, but it cannot send gas to the UK.
The Shannon LNG terminal (or, alternatively, the Cork LNG terminal) would be used as an entry point for fracked US hydrocarbons with the capacity of creating a fossil lock-in for the next 30 – 50 years. Together with the planned reverse flow project at Moffat, the upgrade of the SNIP (Scotland to Northern Ireland pipeline) to accommodate physical reverse flow between Ballylumford and Twynholm and the Islandmagee Underground Gas Storage (UGS) facility at Larne (Northern Ireland), it is part of a big cluster of gas projects that would allow bidirectional flows from Northern Ireland to Great Britain and Ireland, and also from Ireland to United Kingdom'
https://www.foodandwatereurope.org/blogs/fracked-us-lng-torpedoes-irelands-dreams-of-a-fossil-free-future/
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You can see the EU plan in all its glory. Interconnectivity, security of supply, expansion of supply sources, liberalise the market to get prices down. Well, at present gas prices are on the rise across the island of Ireland. They need security and supply.
Really excited about this share. Its £1.2 billion revenues over 20 years. Oprx £10 million per annum. Life of caverns could well double. So £2.4 billion revenues excluding inflation. £6 mill mcap. Already bagged here but have no intention selling any. 6-10p for me. we will see, Im viewing this as a long term investment as it is very un aim like in the way this is and should behave.
Great post BD6! Thank You
Evening Setanta1, Responding to your message and apologies for the slight error, caught on the hoof. Never was any good at spelling. Exceptionally good at investing though, and at mathematics too. Added to which manners maketh man!! Adrian comes across as a gentleman and has captained this ship through turbulent waters. IMO that is worthy of respect and something that most people could not deliver successfully? To be disgruntled and to take humbrage? over a 13% loss on AIM is laughable. INFA is and will remain one of the better performing stocks on AIM for the foreseeable future and I for one will continue to invest heavily. Adrian, thank you once again. You have created a great platform from which INFA can grow and create added value for savvy investors.
just keep on rising in N-Ire. God forbid there's no disruption to supply at the most important times of the year. Maybe Ireland need to start to importing LNG and storing-trading it
https://www.pressreader.com/uk/belfast-telegraph/20180816/281517931960108
https://twitter.com/InfraStrata_Plc/status/1030464358428692480?s=19 Pics from site. Good to see pr picking up
I topped up my ISA at the dip today .. glad I did
Hi Jimmy00 - The next hour could be interesting as expectations are that the SP may go up further next week & people may wish to Buy more at these current prices before then.
1 mm on .75. highest it's been in a while and stands out from the others. Looks like its going into the 70's in the next week. Today was a good day of consolidation and testing if it's ready to move up.
Next deadline is Process & Instrumentation Diagrams which is due in the coming 2 weeks. Will be nice to see another deadline hit. After that we need to wait until October for the Engineering Design Completion.
Know you're in a good share when it raises 10% and noone can be bothered to mention it cause we all know it's worth so much more ;D
And here was me thinking it would be ages until it turned round.ha ha. When you consider the potential and the current MCap, it's one of the best risk Vs reward plays I know of.
I haven’t seen so many positive RNSs in such a short time .. mildly excited
Agree with all the positive comments about Adrian. I think we all owe him respect and gratitude for his immense efforts in fighting against the tide of inertia, turning this marooned ship around and then passing on the baton to a faster runner who will take us past the line in 1st place...... Usain Bolt eat your heart out...Infa are going to go like an exocet!
http://www.dailymail.co.uk/money/markets/article-6068641/DAILY-BRIEFING-Asda-sales-growing-Elon-Musk-plans-LA-underground-tunnel.html?ns_mchannel=rss&ito=1490&ns_campaign=1490 Small mention for infrastrata
now on both the technical (share price) and fundamental (the company in the real world outside the confines of the digital world of the stock market) fronts
Spud
Totally agree with your post.
Well put, spud.
Without AP's drive and commitment over the last 18 months there wouldn't be an Infa and that is a FACT! I for one respect him for his efforts. I spoke to him briefly yesterday and thanked him, he has stepped aside as the team is now in place to drive this forward. It will be a seamless and amicable transition. I see AP staying on as NED as a positive sign. As shareholders we need a non exec with a decent shareholding
I'm sure MGW met with Wood yesterday? If this is the case then we may see an update today from Mr Malcy
The 2 Woods locking horns. They're not related are they?!
He is staying on - as a NED. From yesterday's RNS:
"Adrian Pocock, the current Chief Executive Officer, will today relinquish his position to John Wood, presently the Chief Operating Officer. Adrian Pocock will remain an Executive Director of the Company undertaking business development activities and will effect an orderly handover to John Wood until 31 October 2018. Thereafter it is intended that Adrian will become a Non-Executive Director".
Nobody has commented thus far on the sterling job that Adrian Pocock has done in leading the turnaround since June 2017. It isn't all down to JW you know. Why is he not staying on in an executive role of some sort? Is he about to take up duties elsewhere? Surely he still has a vast amount of knowledge and experience on Infa to help steer this ship towards its end goal.
schlemiel and I hope to see some decent sp action from here.
BD6Vant, if the "sterling job" you are referring to includes letting the sp drop 13% since he and PW took over I don't really think we have too much to be grateful for. This isn't a race and no such analogy is appropriate. This is a company in which we are invested and what we want are Directors who will take things forward and provide a decent return on our investments. I think we have them now.
only became COO in June and now, 2 months later, he's CEO. They're in a hurry. There's surely lots in the pipeline with these dramatic changes at board levels
Andy Duncan looks like a proper operator as well
A great team now in place to drive the project forward